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碳酸锂行情日报:海外矿拍“推波助澜”,碳酸锂涨势良好
鑫椤锂电· 2026-01-22 08:55
1月2 2 日, ICC电池级碳酸锂(99.5%)现货结算指导价格为 1 64500 元 /吨 ,较上一工作日 上 涨 5000 元 ;电池级氢氧化锂( 56.5%粗颗粒)结算指导价格为 1 55000 元 /吨 ,较上一 工作日 上涨 5000 元 。 期货方面, 今日碳酸锂期货继续震荡上行,支撑市场看涨情绪的核心逻辑依旧聚焦于供应端收缩预 期,枧下窝与国轩已换证停产,市场对剩余 6座瓷土矿可能面临同样换证停产有强烈担忧。 主力合约 价格收盘 168780 元 /吨 ,较上一工作日 上涨 2040 元 ,持仓量 仍然在增加 。 ICC锂电结算指导价: 0 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:鑫椤锂电、封面:图虫创意 行情变化: 0 2 | 品名 | | 1月21日 1月22日 环比上涨 上月均价 | | | | --- | --- | --- | --- | --- | | 锂精矿 (6.0%) | 2100 | 2100 | | 1249 | | 电池级碳酸锂 | 15. 95 | 16. 45 | 0. 5 | 10. 2 | | ( ...
汽车巨头50GWh电池公司停摆
鑫椤锂电· 2026-01-22 08:32
Core Viewpoint - The article discusses the challenges faced by the battery industry in Europe, particularly focusing on the suspension of operations by Novo Energy, a battery startup under Volvo, due to rising costs and a slowdown in electric vehicle demand. Group 1: Novo Energy Suspension - Novo Energy has announced the suspension of operations and plans to lay off 75 employees due to the inability to find new technology partners and rising operational costs [1][2] - The suspension follows a year of inactivity for the Novo factory after the collapse of Northvolt, which co-founded Novo Energy with Volvo in 2021 [2] - Alexander Petrofski, chairman of Novo, indicated that the decision was driven by cost pressures rather than negotiation issues with potential partners [2] Group 2: Industry Context - The suspension of Novo Energy is part of a broader trend where multiple battery projects in Europe have been canceled or delayed due to soaring costs and reduced demand for electric vehicles [1][2] - There is a call for increased investment support from the EU for local battery manufacturing, especially in light of China's dominance in battery production [2] - The EU has recently announced a new automotive plan that includes incentives for domestic battery production, which is seen as crucial for the future of projects like Novo Energy [2] Group 3: Other Developments - In Sweden, American startup Lyten is attempting to revive the Northvolt battery factory in Skelleftea after acquiring it last year [3] - Volvo Group's planned battery factory in Mariestad is also facing significant delays [4]
黄金广告位招商!鑫椤资讯2026全球锂电产业链分布图
鑫椤锂电· 2026-01-22 08:32
Core Viewpoint - The article emphasizes the creation and significance of a comprehensive lithium battery industry chain distribution map, which has gained high acclaim in the industry since its launch in 2022, highlighting its unique value and far-reaching impact [1]. Group 1: Overview of the Lithium Battery Industry Chain Distribution Map - The distribution map meticulously outlines the entire ecosystem of the global lithium battery industry, covering raw materials, four main materials, battery manufacturing, and end applications, involving key enterprises in various sectors [2]. - Key raw materials include lithium carbonate, lithium iron phosphate, lithium hexafluorophosphate, lithium cobalt oxide, lithium manganese oxide, lithium hydroxide, and basic chemical raw materials like graphite and electrolyte solvents [2]. - The map also focuses on companies involved in the research, production, and supply of battery anode and cathode materials, including both traditional and cutting-edge materials [2]. Group 2: Components and Applications - It includes manufacturers of critical components such as separators and electrolytes, which ensure the safe and efficient operation of batteries [3]. - The battery manufacturing section encompasses various types of lithium-ion batteries, including cylindrical, prismatic, and pouch cells, covering design, production, and assembly [4]. - The map addresses battery recycling and reuse, featuring a whitelist of companies, and highlights end applications in electric vehicles, energy storage systems, consumer electronics, and lightweight power [5]. Group 3: Geographic Coverage - The distribution map covers four major lithium battery industry clusters: China, North America, Europe, and Southeast Asia, including Japan and South Korea [6]. Group 4: Target Audience and Collaboration - The target investors include global venture capital funds, private equity funds, and industrial investment funds, particularly those focused on new energy and new materials [8]. - Industry enterprises are invited to join the ecosystem, including raw material suppliers, material manufacturers, battery producers, electric vehicle manufacturers, and energy storage solution providers [8]. - Research institutions and universities in fields like new energy, materials science, and electrochemistry are encouraged to participate in advancing technological innovation and talent development [8]. - Collaboration with local governments and industry associations is emphasized to promote the implementation of lithium battery industry policies and optimize the development environment [8]. Group 5: Invitation for Cooperation - The article extends a sincere invitation for participation in exploring deep cooperation opportunities within the lithium battery industry chain [9].
年产1万吨!国轩高科旗下硫化物固态电解质项目公示
鑫椤锂电· 2026-01-22 08:32
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:新浪财经 | | | 近日,安徽省合肥市生态环境局发布了《 合肥乾锐科技有限公司年产1万吨硫化物固态电解质材料项目 环境影响评价 第一次公示》。 该项目位于安徽省合肥市肥东县合肥循环经济示范园石泉路与乳泉路交口东北角合肥乾锐科技有限公司厂区内,项目 建成后将实现年产1万吨硫化物固态电解质材料,其中主产品锂磷硫氯产量2000吨/年、锂磷硫氯溴产量6000吨/年、 锂磷硫氯碘产量2000吨/年。 2025年碳酸锂市场盘点: 2025年电解液市场盘点: 2025年铜箔市场盘点: 2025年钴酸锂市场盘点: 2025年三元材料市场盘点: 2025年磷酸铁锂市场盘点: 2025年三元前驱体市场盘点: 2025年六氟磷酸锂市场盘点: 2025年磷酸铁市场盘点: 2025年添加剂VC市场盘点: 2025年钠离子电池市场盘点: 2025年新型锂盐LIFSI市场盘点: 2025年隔膜市场盘点: 2025年锂电池市场盘点: 2025年铝箔市场盘点: 2025年储能电池市场盘点: 2025年储能系统市场盘点: 资料显示,合肥乾锐科 ...
锂电材料龙头拟赴港上市!
鑫椤锂电· 2026-01-22 08:32
Core Viewpoint - Tianhua New Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange to accelerate its international strategy and enhance its capital strength and competitiveness [4]. Group 1: Company Overview - Tianhua New Energy focuses on three main business areas: new energy lithium battery materials, anti-static ultra-clean technology products, and medical device products, with lithium battery materials being the core segment [4]. - The main products include battery-grade lithium hydroxide and battery-grade lithium carbonate [4]. - The company has established long-term stable partnerships with leading domestic and international automotive manufacturers, power battery manufacturers, and mainstream lithium battery cathode material producers [4]. Group 2: Strategic Initiatives - The H-share issuance aims to leverage the advantages of international capital markets to create a diversified capital platform and enhance overseas financing capabilities [4]. - The company is currently in discussions with relevant intermediaries regarding the specifics of the H-share issuance and listing [1].
电池产业"出海"正当时!2026国际电池产业大会4月22日吉隆坡启航
鑫椤锂电· 2026-01-22 08:32
会议主办:鑫椤资讯 会议协办:厦门大学、LIRA 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国际电池产业大会 2026国际电池产业大会 会议时间:2026年4月22-24日 会议地点:马来西亚·吉隆坡 | | 议题 | 拟邀发言单位 | | --- | --- | --- | | 上午 | 中国电池企业出海"破局战":地缘博弈、 | 亿年锂能 | | | 成本困局与本土化 | | | | 东南亚新能源市场政策与投资机遇 | 马来西亚投资发展局 | | | 待定 | 贝特瑞 | | | 东南亚储能项目"抗环境+稳供电"的双重 排战破解 | 鹏挥能源 | | | 背靠青山原料战略支撑, 布局海外电池产业战略新未来 | 瑞浦兰钧 | | | 锂离子电池老化与退化:机制、加速测试与 | 厦门大学马来西亚分校 | | | 寿命预测 | | | 下午 | 待定 全球视野、本土赋能,恩捷股份核心优势与 | 恒源石化 闊龍股份 | | | 2026镍、钴的博弈升级与 "新三角"崛起 乐南亚 | 优美科 | | | 全球供应链战略 | | | | 产业链协同出海如何提速 ...
碳酸锂行情日报:检修“添柴加火”,碳酸锂延续强势上涨
鑫椤锂电· 2026-01-21 08:52
ICC锂电结算指导价: | 品名 | 1月20日 | 1月21日 | 环比上涨 上月均价 | | | --- | --- | --- | --- | --- | | 锂精矿 | 2030 | 2100 | 70 | 1249 | | (6.0%) | | | | | | 电池级碳酸锂 (99.5%/旌石) | 15. 35 | 15. 95 | 0. 6 | 10. 2 | | 氢氧化锂 (56.5%相颗粒) | 14. 2 | 15 | 0.8 | 8.58 | | 磷酸铁锂 (动力型) | 5.28 | 5.38 | 0.1 | 4. 05 | | 三元材料 | 19. 7 | 19.7 | - | 16. 76 | | (811) | | | | | | 方形动力电芯 | 0. 335 | 0. 335 | | 0. 307 | | (磷酸铁锂) | | | | | 0 1 0 2 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、封面:图虫创意 行情变化: 1月2 1 日, ICC电池级碳酸锂(99.5%)现货结算指导价格为 15 9 50 ...
招商!鑫椤资讯2026中国储能产业分布图
鑫椤锂电· 2026-01-21 08:19
( 本图片为示意图,具体以实际产品为准) ✓ 储能系统采购决策者 ✓ 产业链上下游企业 ✓ 政府招商部门与产业园区负责人 ✓ 投资机构与行业分析师 区域布局热力图 : 精准标注全国多个 重点省市的龙头企业和产业集群 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~ 为什么这张地图是储能企业的"必投广告"? 精准传播,直击决策层 本分布图将定向发行至 3万+储能产业链核心人员 : 每一张地图,都是一份进入核心圈层的邀请函! 地图内容核心价值: 产业链全景图谱 :覆盖从锂矿→电芯→PCS→系统集成→EPC→应用 全链条核心企业 重点项目标注 : 政策热力指数 : 各省补贴力度、配储要求、电价政策一目了然 合作赞助: 广告位投放请联系: 13248122922 ( 微信同) 鑫椤资讯储能电芯出货量 鑫椤资讯 工商业储能出货量 鑫椤资讯 基站&数据中心备电 出货量 鑫椤资讯 源网侧储能出货量 鑫椤资讯 户储(含便携式)出货量 ...... 1.冠名赞助——在分布图左上方与主办方共同显示企业LOGO等信息 2.品牌赞助——在分布图下方空白位置展示企业名称、主营产品、联系方式等内 ...
3月19-20日 常州 2026锂电关键材料及应用市场高峰论坛
鑫椤锂电· 2026-01-21 08:19
-广告- 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锂电关键材料及应用市场高峰论坛 会议背景 2026年,锂电行业正以磅礴之势开启新一轮周期性增长浪潮,其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代,形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办: 鑫椤资讯 会议时间: 2026年3月19-20日 会议地点: 江苏·常州 会议咨询: 13248122922(微信同) 据鑫椤资讯的预测,2025年全球锂电池产量将达到2250Gwh,2026年的增长率将达到30%,其中储能 领域增速更是有望达到48.3%,呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求,对电芯及上游四大主材的需求产生了巨大的拉动作用。 会议将隆重揭晓"2025年度锂电材料十大品牌"榜单,依据出货量、市场占有率及客户口碑等维度综合 评选。 三:上下游采购对接 启动B to B定向采购对接,汇聚宁德时代、比亚迪、LGES等全球TOP10电池企业,以及贝特瑞、杉杉 科技、尚太科技、中科星城、容百科技、华友钴业、恩捷股份、星源材 ...
LG推进南京工厂钠离子电池试点产线建设
鑫椤锂电· 2026-01-21 08:19
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:锂电派 ICC 鑫椤资讯年终盘点: 2025年碳酸锂市场盘点: 2025年电解液市场盘点: 2025年铜箔市场盘点: 2025年钴酸锂市场盘点: 2025年三元材料市场盘点: 2025年磷酸铁锂市场盘点: 2025年三元前驱体市场盘点: 2025年六氟磷酸锂市场盘点: 2025年磷酸铁市场盘点: 2025年添加剂VC市场盘点: 2025年钠离子电池市场盘点: 2025年储能系统市场盘点: 据韩媒 ETNews 报道, LG 正推进在中国南京工厂建设钠离子电池试点产线,该试点线主要用于验证量产可行 性。 按照 LG 既有研发流程,公司先在位于韩国大田的技术研究院开展下一代电池的研发工作,随后在充当"母工 厂"的韩国忠清北道五仓工厂生产原型 A 样品;在此基础上,完成度更高的 B 样品以及具备量产条件的 C 样品, 则将转移至中国南京工厂进行制造。 消息称,LG 已制定年内完成试点产线建设并启动样品生产的目标,这也有望加快其下一代电池技术的商业化进 程。对此,公司相关人士回应 ETNews 称"正在就钠离子电池试 ...