Core Viewpoint - The diaphragm industry is undergoing a transformation from blind expansion to a return to healthy development, with a consensus on price discipline and capacity regulation reached during an industry meeting in late August [1][2]. Group 1: Price Trends - Since late August, the overall price of wet diaphragms has increased by approximately 7%, with expectations for continued price rebounds due to industry restructuring and supply-demand dynamics [2]. - Leading diaphragm manufacturers have initiated price hikes, which are now spreading to second-tier producers, focusing on customer structure optimization and order price increases to enhance profitability [1][2]. Group 2: Industry Profitability - Currently, only 2-3 companies in the diaphragm industry are profitable, while the majority, including leading company Enjie, reported losses, with Enjie’s loss reaching -93 million yuan in the first half of 2025 [2]. - The widespread losses in the industry are not conducive to sustainable development, and recent price increases are aimed at reversing this trend [2]. Group 3: Supply and Demand Structure - Global demand for lithium batteries is expected to exceed expectations in 2025, driven by new vehicle demand and rapid growth in the global energy storage market [3]. - Despite an overall supply surplus, there are structural supply contradictions, particularly among the top three diaphragm manufacturers, whose new capacity is limited, leading to high capacity utilization rates projected to exceed 95% in 2026 [3]. Group 4: Industry Feedback - Diaphragm manufacturers are implementing significant price increases, with average hikes in the double digits, while battery manufacturers express concerns over the steep price increases and the need to ensure supply continuity [4][5]. - Battery manufacturers are facing challenges in securing diaphragm supplies, as the certification process for new suppliers can take at least a quarter, complicating their ability to switch suppliers [5]. Group 5: Future Outlook - The industry is expected to see a continued tightening of supply, with top manufacturers maintaining full production status and limited new capacity, leading to a forecasted capacity utilization rate of over 85% in the wet diaphragm sector [10].

Core Viewpoint - The article emphasizes the significance of silicon-based anode materials in the evolution of lithium-ion batteries, particularly in the context of emerging industries such as electric vehicles and AI, highlighting the expected growth in production and market demand for these materials [4][5]. Group 1: Conference Overview - The "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information [3][4]. - The conference aims to gather experts, scholars, and industry representatives to discuss technological trends, key scientific issues, and challenges in the commercialization of silicon-based anodes and solid-state batteries [5]. Group 2: Market Trends and Projections - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The market for silicon-based anodes is expected to grow significantly, with a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. Group 3: Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [5]. - The article suggests that breakthroughs in technology and ecosystem restructuring are essential for overcoming these challenges and advancing the industry [5].

Core Insights - The article highlights the continuous growth of China's power battery and other battery industries in the first three quarters of 2025, with significant increases in production, sales, and exports [4][14][26]. Production and Sales - In the first three quarters of 2025, the production and sales of power and other batteries reached 1121.9 GWh and 1067.2 GWh, respectively, representing year-on-year growth of 51.4% and 55.8% [4]. - In September 2025, the total production of power and other batteries was 151.2 GWh, with a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [9][12]. - The cumulative sales of power and other batteries from January to September 2025 reached 1067.2 GWh, with a year-on-year growth of 55.8% [14]. Export Performance - Cumulative exports of power and other batteries in the first three quarters of 2025 amounted to 199.9 GWh, reflecting a year-on-year increase of 45.5% [4][26]. - In September 2025, the export volume of power batteries was 17.6 GWh, with a year-on-year growth of 50.9% [27][40]. Market Segmentation - In September 2025, the share of pure electric trucks in the total installation volume reached 16.0%, showing a significant year-on-year increase of 156.5% [4]. - The cumulative installation volume of power batteries from January to September 2025 was 493.9 GWh, with a year-on-year growth of 42.5% [47]. Material Types - In September 2025, the production of lithium iron phosphate batteries accounted for 79.0% of the total battery production, with a year-on-year increase of 65.4% [9]. - The sales of power batteries in September 2025 reached 110.5 GWh, with a year-on-year growth of 44.4% [20]. Company Rankings - In September 2025, the top ten companies in power battery sales included CATL, BYD, and others, with significant year-on-year growth rates [32][34]. - The cumulative sales of power batteries from January to September 2025 showed that CATL and BYD maintained their leading positions in the market [39]. Installation Concentration - In September 2025, the top two companies accounted for 63.8% of the total installation volume, indicating a slight decrease in market concentration compared to the previous year [62]. - The average installation volume per vehicle in September 2025 was 55.0 kWh, reflecting a month-on-month increase of 2.0% [63].

Core Viewpoint - Anpurs has faced significant legal and regulatory challenges, including being listed as an executed entity with a financial obligation of approximately 2.99 million yuan, and has been penalized for selling unapproved battery products [1][2][3]. Group 1: Legal and Regulatory Issues - Anpurs was recently identified as an executed entity with a court-ordered financial obligation of 2,992,510 yuan by the Chengdu Jin Tang County People's Court [1][2]. - In September, Anpurs was fined a total of 3.74 million yuan for selling battery cells that lacked mandatory certification, including 351 million yuan in confiscated illegal gains and a fine of 230,000 yuan [3]. - The company has had all its 74 CCC certificates suspended or revoked, leading to the complete sealing of its lithium battery products by the Wuxi Market Supervision Administration [3]. Group 2: Company Background and Changes - Anpurs was established in November 2014, with a registered capital of 83.49 million USD, focusing on battery management software and new material technology [3]. - In July, Anpurs underwent a significant change in its controlling shareholder, shifting from Anpurs Limited to Anpurs (Hong Kong-2) Limited, while the state-owned Wuxi Industrial Development Group retained a 45.26% stake [4]. - Anpurs Limited, previously known as "AMPRIUS LIMITED," has been dissolved, indicating it can no longer engage in any commercial activities [4].

Core Viewpoint - The article emphasizes the significance of silicon-based anode materials in the evolution of lithium-ion batteries, particularly in the context of emerging industries such as electric vehicles and AI, highlighting the expected growth in production and market demand for these materials by 2028 [4][5]. Group 1: Conference Overview - The "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information and supported by various industry partners [3][4]. - The conference aims to gather experts, scholars, and industry representatives to discuss technological trends, key scientific issues, and challenges in the commercialization of silicon-based anodes and solid-state batteries [5]. Group 2: Market Trends and Projections - The global production of pure silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a 76% year-on-year increase [4]. - The market for silicon-based anodes is expected to grow significantly, with a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. Group 3: Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [5]. - The article suggests that breakthroughs in technology and ecosystem restructuring are essential for overcoming these challenges and advancing the industry [5].

Core Insights - The article discusses the collaboration between JD.com, GAC, and CATL to launch a new vehicle during the 2025 JD 11.11 shopping festival, with a formal announcement scheduled for November 9, 2025 [1][2]. Group 1 - JD.com will provide consumer insights and exclusive sales for the new vehicle but will not be involved in the manufacturing process [2]. - The vehicle is described as a "mysterious national good car," indicating a focus on appealing to a broad consumer base [1]. - Test drive events for both the internal and public versions of the vehicle will begin at the end of October 2025 [1]. Group 2 - The official announcement of the new car will take place on November 9, 2025, as part of the promotional activities for the 11.11 shopping festival [1]. - The collaboration aims to leverage the strengths of each partner, with JD.com focusing on sales and consumer engagement [2]. - The event is expected to generate significant interest and potentially drive sales during the shopping festival [1].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：节选自贵州省化学工业协会 近日， 贵州磷化集团5万吨磷酸铁锂装置首批合格产品正式发货，标志着这一新能源材料项目成功实现从建设投产到市 场交付的全流程贯通， 为企业在新兴赛道的发展奠定了坚实基础。 5万吨磷酸铁锂项目，是磷化集团布局新能源材料赛道的关键一环。 此前，集团投资百亿的"磷硫钛铜铁锂氟"耦合循 环一体化项目已于今年4月开工建设，项目落地之后，磷化集团新能源产业将实现锂、铁、钛资源的自给自足。 近年来，集团围绕"磷、氟、锂"等关键元素，持续加大研发投入，积极布局正极材料、电解液等重点领域，致力于打 造具有竞争力的新能源电池材料产业集群。未来，磷化集团将继续聚焦新能源材料主赛道，加大科技创新投入，不断提 升产品性能与质量，持续降本增效。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END ...

商务部与海关总署联合发布 2025年第58号公告，决定对锂电池及其相关物项，以及人造石墨负极材料实施出口管制， 此举在新能源产业内引发了广泛关注与深度讨论。 2025 年 10 月 1 3 日 ， 鑫椤资讯高级研究员张金惠 在直播中就 这一政策进行了专业解读。 一、新规核心内容概览 根据公告，此次出口管制措施覆盖了锂电池、正极材料、石墨负极材料等多个关键环节。具体而言，重量能量密度大于 等于 300 Wh/kg的可充放电锂离子电池（包括电芯和电池组）、用于生产这些电池的设备和技术，以及人造石墨负极 材料及其生产设备、工艺和技术均被纳入管制范围。 二、管制目的：维护国家安全与利益 业内专家指出，此次出口管制的主要目的在于维护国家安全和利益，履行防扩散等国际义务。通过管控关键技术的外 流，国家旨在保持在新兴能源领域的竞争优势，并在国际谈判中争取更有利的地位。值得注意的是，管控并不等同于禁 止出口，而是通过审批制度来规范出口行为，确保产品和技术流向符合国家利益的国家和地区。 三、产业链受波及：上游至下游全面影响 出口管制新规对产业链的影响是全方位的，从上游原材料到中游制造，再到下游应用，无一不受到波及。 在上游原材 ...

Core Viewpoint - The article emphasizes the importance of lithium battery technology and its growing significance in the energy sector, particularly in the context of upcoming industry events and conferences [4][7]. Group 1 - The conference organized by Xinluo Information will take place on November 12-13, 2025, in Shanghai, China, focusing on lithium battery advancements [7]. - The event aims to gather industry experts and stakeholders to discuss the latest trends and innovations in lithium battery technology [7]. - Participants are encouraged to register early, with a contact number provided for inquiries [7].

Core Viewpoint - The article emphasizes the comprehensive distribution map of the global lithium battery industry chain, detailing its components from raw materials to end applications, and highlighting major regional hubs in the industry [3]. Distribution Map Content - The distribution map measures 1.5 meters by 1 meter and intricately illustrates the entire ecosystem of the lithium battery industry, covering raw materials, four main materials, battery manufacturing, and end applications [3]. Distribution Map Acquisition - To receive the distribution map for free, individuals are required to share the article on their social media and contact the editor via WeChat [4]. Distribution Map Delivery Details - The distribution maps are being dispatched in order of registration [5]. 2026 Silicon-based Anode and Solid-state Battery Summit - The summit will focus on breakthroughs in silicon-based anodes and the future of solid-state batteries, organized by Xinluo Information, with various sponsors and partners involved [8]. Summit Schedule - The summit is scheduled for November 12-13, 2025, in Shanghai, with activities including a company visit and a welcome dinner on November 11 and 12, respectively [9]. Summit Topics - Specific topics for discussion at the summit have not been detailed in the provided content [10]. Registration Information - Interested parties can register for the summit by contacting the provided WeChat number [11].