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：企查查、储能前沿 9月1日，九江市生态环境局对九江天赐新动力材料科技有限公司年产2000吨二氟草酸硼酸锂扩建项目环 境影响评价文件作出批复。 据公示文件了解，项目位于江西湖口高新技术产业园九江天赐龙山基地南厂区内， 拟对现有的1000吨新 型锂电解质项目改建形成2000t/a（折固）二氟草酸硼酸锂生产能力， 其中包括20%二氟草酸硼酸锂碳 酸甲乙酯（EMC）溶液5000t/a（折固1000t/a）、20%二氟草酸硼酸锂乙酸乙酯（MES）溶液5000t/a （折固1000t/a）。 项目总投资为1193.8万元， 其中环保投资约20万元，占总投资的1.67%。 九江天赐新动力材料科技有限公司成立于2020年9月3日，公司位于江西省九江市湖口县高新技术产业园 区龙山大道29号。该公司是由九江天赐高新材料有限公司全资控股的高新技术企业，注册资本为26300 万元。公司主要从事精细化工材料的生产经营，致力于锂电池电解液的研发和生产。 会议详情： END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（ ...

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~ 当地时间9月5日，韩国外交部就美国政府对现代汽车与LG能源解决方案正在合建的电池工厂展开大规模 突击搜查一事表示，韩国国民和企业的正当权益不能受到侵害。 美国移民与海关执法局等机构当地时间4日对位于美国佐治亚州布莱恩县的 现代汽车与LG能源解决方案的 电池合资工厂建设现场进行突击搜查，从现场带走了约 475人 ，其中包括30余名韩国籍工作人员。 这是美国国土安全部（DHS）历史上最大规模的单点移民执法行动， 导致工厂建设暂停，对美国锂电池供 应链和美韩经济合作构成潜在冲击。 据了解， 该工厂 由现代和LGES各持股50%的合资企业 HL-GA Battery Co. 运营，总 投资约76亿美 元，设计产能30GWh， 计划于2026年投产， 是佐治亚州史上最大经济发展项目之一。 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 本文来源：综合自中国新闻网-央视新闻、锂电前沿 ...

Core Viewpoint - Foshan Fospower Technology Group Co., Ltd. is responding to the Shenzhen Stock Exchange's inquiry regarding its application for issuing shares to purchase assets and raise supporting funds, indicating a strategic move into the lithium battery separator sector [1]. Group 1: Acquisition Details - Fospower Technology plans to acquire 100% of Hebei Jinli New Energy Technology Co., Ltd., entering the lithium battery separator market [2]. - The acquisition will allow for the integration of procurement needs due to overlapping suppliers, enhancing bargaining power and reducing costs while expanding the downstream market [2]. Group 2: Production and Technology Synergies - Both companies have similar production processes, which can be optimized collaboratively to improve production efficiency and product quality [3]. - The main equipment suppliers for both companies are polymer film equipment manufacturers, allowing for consolidated procurement to enhance equipment performance [4]. - There is a commonality in core technologies at the raw material, production, and equipment levels, enabling technological integration to optimize product performance and promote domestic substitution [4].

Core Viewpoint - The article highlights the significant growth in the domestic energy storage market, with a total of 12.69 GW and 42.65 GWh of projects awarded in August, indicating a robust demand for energy storage solutions in China [1][3]. Group 1: Project Awards - In August, 75 energy storage segments were awarded, comprising 31 energy storage system projects with a total scale of 5.20 GW and 18.07 GWh, and 44 EPC projects with a total scale of 7.49 GW and 24.58 GWh [1][3]. - The largest energy storage system project awarded includes three independent storage projects in Inner Mongolia, with a total procurement demand of 5.2 GWh [3]. Group 2: Major Projects and Bidders - The top bidders for energy storage systems in August included BYD, CRRC Zhuzhou Institute, CATL, Ganfeng Lithium, Shandong Electric, Envision Energy, Zhongtian Storage, Xinjiang Yueshui Electric Storage, and Suzhou Qingt ceramic [5]. - BYD ranked first in August due to multiple large project wins, including the procurement for the independent storage projects in Inner Mongolia [5]. Group 3: Pricing Analysis - The bidding price range for 2-hour energy storage systems was between 0.460 and 0.814 RMB/Wh, with an average winning price of 0.561 RMB/Wh; for 4-hour systems, the range was 0.389 to 0.550 RMB/Wh, with an average of 0.421 RMB/Wh [8]. - The lowest bid for a 2-hour energy storage system was 0.389 RMB/Wh, awarded to Zhongtian Storage for a project in Ulanqab [8]. - For EPC projects, the bidding price range for 2-hour systems was 0.650 to 1.495 RMB/Wh, with an average of 1.032 RMB/Wh; for 4-hour systems, the range was 0.449 to 1.475 RMB/Wh, with an average of 0.884 RMB/Wh [9].

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：企查查、储能前沿 天眼查工商信息显示，近日， 时代骐骥新能源科技（三亚）有限公司成立 ，法定代表人为陈端雄，注册 资本500万人民币，经营范围含新兴能源技术研发、新能源汽车换电设施销售、在线能源计量技术研发、 合同能源管理、电池销售、信息系统运行维护服务、集中式快速充电站、新能源汽车整车销售等。 股东信息显示， 该公司由宁德时代旗下时代骐骥新能源科技（海口）有限公司全资持股。 最终受益人信 息显示，该公司实际控制人为曾毓群。 | | | 查公司 直忽版 商关系 商风险 时代归藏新能源科技(三亚)布限公司 | 8 天眼一下 | 品 应用 - | 商务合作 企业级产品 ~ | 会员服务 | ● 此外有 .. ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | 知识产权 | | VIP 历史信息 2 2 | | 法定代表人 | 医 陈端雄 | 登记状态 ⑦ | 存续 | | 天眼评分 ...

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：SK新能源江苏 SK On成功拿下大规模ESS（能源储存系统）项目，将凭借本地生产的磷酸铁锂（LFP）电池正式进军北 美ESS市场。 SK On于9月4日正式宣布，与美国科罗拉多州可再生能源企业"Flatiron Energy Development"（以下简 称Flatiron）签订了规模达1GWh的ESS供应协议。据协议， SK On将于2026年为Flatiron在马萨诸塞州 推进的项目供应搭载LFP电池的集装箱型ESS产品。 此外，SK On还获得了Flatiron公司截至2030年在马萨诸塞州等美国地区推进的6.2GWh规模项目的"优 先谈判权（Right of First Offer）"。通过双方协商， SK On将自2026年起，在未来四年内供应最高可 达7.2GWh的ESS产品。 为满足北美市场需求，SK On计划在2026年下半年启动ESS专用LFP电池的量产工作，并将美国佐治亚州 SK电池工厂的部分电动汽车电池生产线转换为ESS专用产线，以此建立快速响应的本地化供应链体系。 SK On的E ...

Core Viewpoint - The article highlights the increasing preference for iron-based phosphate production methods in the market, particularly from the second half of 2024, as opposed to traditional ammonium methods, due to cost advantages and environmental benefits [1][9]. Group 1: Production Methods - There are six main production methods for iron phosphate: ammonium method, sodium method, iron method, iron red method, nickel-iron method, and recycling method, with the ammonium method currently dominating the market [1]. - The iron method involves using zero-valent iron as a source to produce iron phosphate, which is achieved through a series of chemical reactions [3]. Group 2: Cost Advantages - The current oversupply of phosphate has led to low prices, while the supply-demand balance for industrial ammonium and ferrous sulfate remains strong, indicating that the cost advantages of the iron method are likely to persist [4]. - Compared to the iron method, ammonium and sodium methods have longer processes, larger land requirements, higher investment costs per ton of product, and greater environmental management challenges [6]. Group 3: Raw Material Quality - The iron method typically uses high-purity iron sources and purified phosphoric acid, resulting in lower impurity levels, which enhances product quality and stability [7]. Group 4: Market Trends - As of June 2025, global iron phosphate production capacity is projected to reach 5.231 million tons, with only 715,000 tons (13.7%) produced via the iron method. However, new capacity additions from 2025 to 2026 are expected to be predominantly from the iron method, accounting for 760,000 tons (71.7%) [8]. - Companies like Yuntu New Energy are leading in the market, with a focus on external sales, while others like Hunan Youneng and Anda Technology primarily serve internal needs [9].

Core Viewpoint - The article discusses the current trends in the lithium battery market, particularly focusing on the price movements of lithium carbonate and the production capacity of various materials, indicating a stable demand despite price fluctuations [1][4]. Lithium Carbonate Market - Since late August, the domestic lithium carbonate market has seen a gradual decline in prices, returning to around 75,000 yuan per ton, as the market adjusts to a more reasonable level [1]. - The production of lithium batteries in August increased by approximately 7% month-on-month, with most materials showing production growth between 6-8% [1]. - The impact of mining rights adjustments in Jiangxi and Qinghai is expected to be less than anticipated, but it positively contributes to balancing short-term supply and demand [1]. - Chile's lithium carbonate exports fell by 19.2% month-on-month in August, and there are signs of reduced shipments from major Australian ports, providing some support for lithium carbonate prices [1]. Lithium Battery Material Market Lithium Carbonate - The latest prices for lithium carbonate as of September 4 are: - Battery-grade 99.5%: 74,000-76,000 yuan/ton - Industrial-grade 99.2%: 72,500-73,500 yuan/ton [5]. Ternary Materials - The ternary materials market has seen a slight price decline, with high-nickel production decreasing while medium-nickel production continues to grow [6]. - The latest prices for ternary materials as of September 4 are: - 5-series single crystal: 125,000-131,000 yuan/ton - 8-series 811 type: 143,000-148,000 yuan/ton [6]. Phosphate Iron Lithium - The phosphate iron lithium market remains stable, with a projected production increase of about 5% month-on-month in September [7]. - The latest prices for phosphate iron lithium as of September 4 are: - Power type: 33,600-35,000 yuan/ton - Energy storage type: 32,600-33,200 yuan/ton [7]. Anode Materials - The anode materials market shows continued production growth, with good sales performance in the power sector [8]. - The latest prices for anode materials as of September 4 are: - Natural graphite high-end products: 50,000-65,000 yuan/ton - High-end artificial graphite: 31,800-64,800 yuan/ton - Mid-range artificial graphite: 24,700-38,700 yuan/ton [8]. Separator Market - The separator market has seen a slight price increase, with major companies agreeing to slow down production expansion [9]. - The latest prices for separators as of September 4 are: - Wet method base film 9μm: 0.55-0.85 yuan/square meter - Dry method base film 16μm: 0.35-0.50 yuan/square meter [9]. Electrolyte Market - The electrolyte market has experienced a slight price increase, with production expected to reach new highs in September [10]. - The latest prices for electrolytes as of September 4 are: - Lithium hexafluorophosphate electrolyte: 54,500-58,500 yuan/ton - Power ternary electrolyte: 19,200-23,600 yuan/ton - Power phosphate iron lithium electrolyte: 15,000-21,000 yuan/ton [10]. Lithium Battery Demand Battery Market - The domestic lithium battery market is performing well, with good production conditions in September, primarily driven by the power sector [11]. - The latest prices for lithium batteries as of September 4 are: - Square ternary power cell: 0.38-0.45 yuan/Wh - Square lithium iron phosphate power cell: 0.26-0.355 yuan/Wh [11]. New Energy Vehicles - The total sales of the domestic automotive market reached 514,000 units, with new energy vehicle sales at 285,000 units, reflecting a penetration rate of 55.4% [12]. - In August, BYD's sales in Europe surpassed Tesla's, with BYD selling 373,600 units overall, including 80,000 exports [13]. Energy Storage - The energy storage cell market is performing well, with all production capacities fully utilized [14]. - Recent strong demand for energy storage systems has been noted in markets such as the Middle East and Eastern Europe, with significant projects underway [14].

Core Viewpoint - Ashok Leyland, India's third-largest commercial vehicle manufacturer, plans to invest over 50 billion INR (approximately 4.05 billion CNY) in domestic electric vehicle battery production over the next 7-10 years [1] Group 1: Investment and Collaboration - The investment will support Ashok Leyland's electric vehicle division, Switch, and supply batteries to other automakers and for energy storage purposes [1] - Ashok Leyland will collaborate with CALB, a leading global electric vehicle battery manufacturer, to develop battery production [1] Group 2: Market Context - Currently, most Indian electric vehicle manufacturers rely on imported battery cells from China and South Korea, with battery costs typically accounting for 40% of the total vehicle cost [2] - Local production of batteries is expected to help reduce costs for electric vehicle manufacturers in India [2] Group 3: Competitive Landscape - Ashok Leyland joins Tata Motors and Ola Electric in plans to produce electric vehicle battery cells and packs domestically, creating competition with traditional battery manufacturers like Exide and Amara Raja [1]

Core Viewpoint - The article emphasizes the significant growth and potential of silicon-based anode materials in the battery industry, particularly in the context of the increasing demand for high-energy-density batteries driven by emerging industries such as electric vehicles and AI technologies [3][4]. Group 1: Market Trends and Growth 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 [3]. - It is projected that by 2028, the production of silicon-based anodes will reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [4]. Group 2: Challenges and Innovations - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as inherent material defects, high process complexity, and insufficient industry chain collaboration [4]. - The article highlights the need for technological innovation and ecosystem restructuring to overcome these challenges and accelerate the commercialization of silicon-based anodes and solid-state batteries [4]. Group 3: Upcoming Forum and Collaboration - A summit titled "2026 Silicon-Based Anode and Solid-State Battery Summit" will be held on November 12-13, 2025, in Shanghai, organized by Xinluo Information, to discuss technological trends, key scientific issues, and industrial challenges in the field [3][4]. - The forum aims to gather experts, scholars, and industry representatives to foster collaboration and expedite breakthroughs in silicon-based anode and solid-state battery technologies [4].