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].

Core Viewpoint - The establishment of Times Qiji New Energy Technology (Sanya) Co., Ltd. indicates a strategic expansion in the new energy sector, particularly in electric vehicle infrastructure and services [1][2]. Company Information - Times Qiji New Energy Technology (Sanya) Co., Ltd. was recently established with a registered capital of 5 million RMB [1][2]. - The company is fully owned by Times Qiji New Energy Technology (Haikou) Co., Ltd., a subsidiary of CATL (Contemporary Amperex Technology Co., Limited) [1]. - The actual controller of the company is Zeng Yuqun [1]. Business Scope - The company’s business scope includes research and development of emerging energy technologies, sales of electric vehicle battery swap facilities, online energy metering technology, energy management contracts, battery sales, and operation maintenance services for information systems [1][2]. - Additional activities include the sale of complete electric vehicles, centralized fast charging stations, and various components related to electric vehicles and charging infrastructure [2]. Registration and Legal Status - The company is registered with the Hainan Provincial Market Supervision Administration and has a business duration that is open-ended [2]. - The legal representative of the company is Chen Duanxiong, and it is classified under the electric power and heat production and supply industry [2]. Upcoming Events - A conference hosted by Xinluo Information is scheduled for November 12-13, 2025, in Shanghai, which may provide further insights into industry developments [3].

Core Insights - SK On has secured a large-scale Energy Storage System (ESS) project, marking its entry into the North American ESS market with locally produced Lithium Iron Phosphate (LFP) batteries [1][2] - The company signed a supply agreement with Flatiron Energy Development for a 1GWh ESS project in Massachusetts, with a potential for up to 7.2GWh of ESS products over the next four years [1] - To meet North American demand, SK On plans to start mass production of ESS-specific LFP batteries in the second half of 2026, converting part of its electric vehicle battery production lines in Georgia [1] Group 1 - SK On's ESS products utilize soft-pack batteries that are cost-competitive and highly stable, allowing for flexible capacity configuration and customized solutions [2] - The design of SK On's ESS products features high space utilization and a modular approach, differentiating it from traditional rack-based designs [2] - The company has enhanced product safety through the implementation of a thermal diffusion prevention solution and a battery diagnostic system based on Electrochemical Impedance Spectroscopy (EIS) [2]

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].

Group 1 - The core point of the article is that BYD has increased its registered capital from 3.039 billion yuan to 9.117 billion yuan, representing a 200% increase [1][2]. - BYD was established on February 10, 1995, and is headquartered in Shenzhen, Guangdong, China. It operates in three major industries: IT, automotive, and new energy [2]. - The IT segment of BYD includes various products such as rechargeable batteries, chargers, electronic components, and mobile phone assembly services, with major clients including Nokia and Samsung [3]. Group 2 - In the first half of 2025, BYD reported a revenue of 371.281 billion yuan, which is a year-on-year increase of 23.3%. The net profit attributable to shareholders was 15.51 billion yuan, up 13.79% year-on-year [3]. - The net profit after excluding non-recurring gains and losses was 13.6 billion yuan, reflecting a year-on-year growth of 10.43% [3].