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： #鑫椤锂电 不知不觉中， 碳酸锂期货价格已经在 7.3万元附近横盘了近1个月， 波动率极低，仓单数量持续升高，这与今年4 月时的行情极其相似，市场呈现涨跌两难的态势 。从技术面上看，布林线喇叭口明显收窄，市场在等待新的突破方 向。 除此之外， 4月份，市场都在关注 枧下窝矿 的复产情况， 而如今市场关注的依然是枧下窝矿的复产，叠加近期一 些国内盐湖项目复产、扩产（如藏格、盐湖股份），碳酸锂供应继续增长是肯定的。 在 4月初，美国挑起"对等关 税"席卷全球，而在10月10日晚间，特朗普又在社交媒体平台上发帖威胁要大幅提高进口关税。 从基本面上看，碳酸锂在7万一线的支撑力度确实很强，在产量连创新高的局面下，碳酸锂库存却仍在缓慢下 降，显示了下游需求非常旺盛。 不过，节后宏观面再起波澜，我国对锂电池及相关技术、设备实施出口管制，并对新能源车购置税减免设定新 规，至少从金融市场的表现来看，情绪面已受到扰动。 本文作者：钱先生/13621911373 会议详情： END 会议主办： 鑫椤资讯 会议时间： 2025年1 ...

Core Viewpoint - The price of VC additives has been declining significantly, reaching a low of 44,000 yuan per ton in the first half of 2025, leading to severe losses for manufacturers and prompting smaller companies to halt production. Larger companies, supported by strong financial backing and economies of scale, maintain higher operating rates despite long-term losses. The industry recognizes that maintaining stable prices is essential for sustainable development in the context of widespread losses and government advocacy against excessive competition [1][2]. Supply and Demand Analysis - In September, VC demand increased by 6% month-on-month, while the supply growth was less than the demand increase, resulting in a price uptick for VC. Major manufacturers such as Gengyuan, Huasheng, Huayi, and Fuxiang Pharmaceutical have a strong willingness to raise prices, contributing to the price stability of VC [1][2]. - The nominal production capacity in the market is 9,825 tons per month, with effective capacity at 7,500 tons per month. In September, the market supply was 5,800 tons, and demand was 5,880 tons, indicating a delicate balance between supply and demand. Manufacturers are rationally controlling their operating rates to maintain this balance [4]. - It is expected that both supply and demand will increase in October, keeping VC prices stable. However, a slight decrease in market demand is anticipated in December, which may lead to a minor price drop due to supply and demand dynamics. Overall, the VC market has sufficient capacity, and there is no current supply shortage due to insufficient production capacity [5].

Core Viewpoint - The article promotes the "2026 Silicon-based Anode and Solid-state Battery Summit" scheduled for November 12-13 in Shanghai, highlighting the importance of solid-state battery technology and its potential for mass production [1][3]. Group 1: Event Details - The summit will feature a keynote speech by Ye Zhengping from Wuxi Xian Dao Intelligent Equipment Co., focusing on empowering solid-state battery mass production through intelligent manufacturing [3]. - The event includes a company visit to Shanghai Shanshan on November 11, followed by a registration and welcome dinner on November 12, and a full-day conference on November 13 [4]. - Participation fee is set at 2800 yuan per person, with a limited-time free attendance option (excluding meals) for the first 200 registrants [6]. Group 2: Sponsorship and Participation - Companies interested in sponsoring the event can inquire about sponsorship plans directly with the organizers [6]. - The event is positioned as an industry exchange activity, not involving any commercial promotion, ensuring a focus on collaboration and knowledge sharing [4].

Core Insights - The collaboration between CATL and A.P. Moller-Maersk marks a significant step towards promoting low-carbon transformation in global supply chains and enhancing CATL's logistics efficiency [1][2] Group 1: Partnership Details - CATL and Maersk signed a memorandum of cooperation in Hong Kong on October 9, focusing on low-carbon supply chain transformation and optimizing CATL's global supply chain management [1] - The partnership aims to deepen cooperation in areas such as maritime transport, end-to-end supply chain, digitalization, and new energy applications [1] - Both companies are committed to achieving net-zero emissions and redefining logistics possibilities through the integration of CATL's advanced battery technology and Maersk's global logistics capabilities [1] Group 2: Strategic Importance - The collaboration is seen as a new benchmark for the deep integration of global renewable energy technology and the logistics industry [2] - Over the past five years, CATL and Maersk have established a solid foundation in maritime and multimodal transport, which will be leveraged to explore more resilient and scalable supply chain management models [1] - Maersk will tailor logistics solutions for CATL based on the characteristics of different regional markets to enhance overall efficiency and stability of CATL's global supply chain [1]

会议主办： 鑫椤资讯 | 9月1日 | 9月30日 | 照价 | 产品 | 最低价 | 最高价 | 最高价 | 月度均价 | 月度均价涨跌 单位 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 12. 4 | 三元材料5系(动力型) | 万元/吨 | 11.3 | 11.5 | 12.5 | 11. 70 | 1 0. 04 | 三元材料5系(单晶型) | 12. 85 | 10.04 | 12.7 | 13. 4 | 万元/吨 | 13.3 | 12.9 | | | | 三元材料5系(数码型) | 力元/吨 | 11.4 % | 11.9 | 11 6 | 12. 1 | 11.50 | + 0. 04 | 11.2 | 三元材料5系(镍55型) | 10.8 / | 10. 85 | +0.04 | 万元/吨 | 11.4 | 33 | | | | 三元材料6系(单品62型) | 12.3 | ...

Core Viewpoint - The SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition aims to promote global cooperation and innovation in the energy storage and hydrogen sectors, addressing key challenges and opportunities in the industry [1][27]. Event Overview - The event will take place from October 9-12, 2025, at the Kerry Hotel and the Shanghai New International Expo Center [1]. - The opening ceremony featured numerous distinguished guests, including officials from various energy and technology sectors, highlighting the importance of collaboration in advancing energy solutions [3][4]. Key Initiatives - The launch of the "Global New Energy Empowerment Center" aims to create an international platform for resource sharing and industry collaboration, focusing on project development, capital introduction, and technology incubation [6]. - The "Global Energy Storage and Battery Council" was established to foster global cooperation and sustainable development in the energy storage and battery industries [8]. Innovation and Competitions - The "First Global Energy Storage Multi-Innovation Challenge" was initiated to encourage global innovators to explore new applications and solutions in energy storage and hydrogen integration [10]. - A "Global Energy Storage and Battery Leaders" selection event was held to recognize outstanding contributions to the industry [12]. Technical Forums and Discussions - The conference will host high-level technical forums on critical topics such as energy storage materials, safety standards, and hydrogen production technologies [14]. - Specialized seminars will focus on investment and sustainable development in the energy sector, facilitating connections between industry and capital [14]. Exhibition Highlights - The SNEC 2025 exhibition will showcase a comprehensive view of the energy storage and hydrogen industry, featuring leading companies across the entire supply chain [16][20]. - The event will attract international delegations and procurement teams, enhancing global collaboration and showcasing cutting-edge technologies [20][22]. Conclusion - The SNEC 2025 event is positioned as a catalyst for innovation and collaboration in the energy sector, aiming to accelerate the commercialization of new technologies and promote a sustainable energy future [27].

Group 1 - The core viewpoint of the article highlights the production data for lithium batteries in October, indicating a positive growth trend in both domestic and overseas battery sample enterprises [1] Group 2 - Domestic battery sample enterprises produced 141.64 GWh in October, representing a month-on-month increase of 9.59% [1] - Overseas battery sample enterprises produced 24.4 GWh, with a month-on-month increase of 2.52% [1] - Production of cathodes reached 164,500 tons, showing a month-on-month increase of 2.46% [1] - Production of anodes was 158,000 tons, reflecting a month-on-month increase of 3.95% [1] - Separator production amounted to 1.825 billion square meters, with a month-on-month increase of 11.62% [1] - Electrolyte production reached 99,000 tons, indicating a month-on-month increase of 2.6% [1]

Core Insights - BYD has officially launched its 14 millionth new energy vehicle at its passenger car factory in Brazil, marking a significant milestone in the company's globalization efforts and establishing a new height for Chinese automotive enterprises in South America [1][3] Group 1 - The event was attended by notable figures including Brazilian President Lula, Vice President Geraldo Alckmin, and BYD Chairman Wang Chuanfu, highlighting the importance of this milestone [1] - BYD is the first new energy vehicle company globally to reach the milestone of 14 million vehicles produced [1] - The 14 millionth vehicle, a Song Pro, was presented to President Lula as a symbol of this achievement [1] Group 2 - President Lula expressed pride in BYD's presence in Brazil, emphasizing the factory's role in restoring dignity to the local community [3] - Lula acknowledged the potential for the factory to produce some of the most advanced and fastest cars in the world, attributing this honor to Bahia, China, and Brazil [3] - He extended his gratitude to BYD for their trust and commitment to this initiative, wishing the best for both the local community and the company [3]

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~ 2026硅基负极与固态电池 高峰论坛 邀请函 时间 11月12-13日 地点 中国·上海 -主办- 鑫椤资讯 -生态合作伙伴- 杉杉科技 发言嘉宾 I C C S I N O 中国科学院上海硅酸盐研究所孙壮 就 面对高比能电池的多孔石墨-硅基负极材料开发 议题，在 鑫椤资讯·11月 12-13日·上海· 东锦江希尔顿逸林酒店 举办" 2026硅基负极与固态电池高峰论坛 做主题演讲。 会议日程： 0 1 | （点开放大查看原图） | | --- | 参会费用： 参会费用： 2800元/位 注：限时免费参会（不含餐），名额仅限200人， 报完为止，先到先得！ 添加文末小编微信申请~ 企业赞助参会： 赞助方案详询主办方 会议报名： ▼ 0 4 11月11日 上海杉杉企业参观活动 11月12日 会议报到及招待晚宴 11月13日 全天会议 备注： 上海杉杉企业参观活动 以及 招待晚宴， 仅面向 已缴纳会议费 的客户开放， 本次活动为行业交流活 动，不涉及任何商业推广。 会议议题： 0 2 鑫校資訊® : a t 6 . . /E ...

Core Insights - The article highlights significant progress in the mass production construction project of high-performance solid-state lithium-ion batteries by Weilan New Energy, with the steel structure of the main building successfully topped off [1] - The project is located in DouDian Town, Fangshan District, Beijing, covering a total area of approximately 151.69 acres and a total construction area of about 112,300 square meters, consisting of 12 individual buildings [1] - The first phase of the project, which has a construction area of approximately 42,000 square meters, focuses on semi-solid lithium-ion batteries with an annual planned production capacity of 200 million watt-hours, expected to achieve trial production by 2026 [1] - On September 30, Weilan New Energy announced the completion of its D+ round financing, with strategic investments from Beijing Green Energy and Low Carbon Industry Investment Fund and Beijing New Materials Industry Investment Fund, indicating strong market confidence in the solid-state battery industry and Weilan's future development [1] - Weilan New Energy, established in 2016, is a spin-off from the Institute of Physics of the Chinese Academy of Sciences, specializing in solid-state lithium-ion batteries and recognized as a national-level specialized and innovative small giant and unicorn enterprise [1]