Core Viewpoint - The article discusses the current trends and developments in the lithium battery industry, highlighting production updates, market prices, and the impact of regulatory actions on companies involved in battery manufacturing and materials. Group 1: Industry News - Ningde Times' subsidiary Yichun Times New Energy Mining Co., Ltd. is working towards the resumption of production at the Jiangxiawo lithium mine, aiming for completion by November, but the timeline remains uncertain [1] - Multi-Flor's battery business has seen a surge in orders, with production scheduled through December, indicating strong growth in the power battery sector [2] - Bick Battery has launched the PRO-MAX 46137 battery, featuring high energy density and enhanced safety measures, targeting the electric two-wheeler market [3] - Talga Group has signed a strategic cooperation agreement to enter the U.S. battery anode market, marking its expansion into North America [4] - LG Energy Solution has paused construction of its battery factory in the U.S. following a raid by immigration authorities, with no set timeline for resumption [5] Group 2: Market Conditions - The domestic lithium carbonate market is experiencing a slight decline in prices, with key factors being the resumption of the Jiangxiawo lithium mine and policy changes affecting lithium mining companies [7] - As of September 11, the price for battery-grade lithium carbonate is between 72,500-74,500 yuan per ton [8] - The price of ternary materials has also seen a slight decrease, influenced by falling lithium hydroxide prices, while nickel and cobalt markets remain stable [9] - The price for lithium iron phosphate remains stable, with several manufacturers operating at full capacity, indicating a potential improvement in profitability [10] - The negative impact of a recent chemical plant explosion on ferrous sulfate production has not yet affected the lithium iron phosphate market [10] Group 3: Battery and Material Prices - The price for ternary materials ranges from 124,000-130,000 yuan per ton for single crystal types and 142,000-148,000 yuan per ton for 811 types [9] - The price for lithium iron phosphate is between 33,600-35,000 yuan per ton for power types and 32,600-33,200 yuan per ton for energy storage types [10] - The negative electrode material market remains stable, with prices fluctuating based on raw material costs [11] - The separator market has seen a slight increase in prices, driven by adjustments from leading companies [12] - The electrolyte market remains stable, with production levels at a record high and good order conditions for the upcoming months [14] Group 4: Demand and Sales - The domestic lithium battery market continues to operate at high levels, with a projected 10% increase in production in September [15] - The sales of passenger vehicles have decreased by 12.63% year-on-year, while new energy vehicle sales have seen a slight decline of 2.27% [16] - The energy storage cell market is stable, with recent government initiatives promoting the integration of artificial intelligence in energy systems, which could enhance the growth of the storage sector [17]

Core Viewpoint - Recently, CATL has established two new companies focused on new energy technology and electric vehicle infrastructure, indicating its continued expansion in the electric vehicle and energy sectors [1][3]. Group 1: Company Establishments - On September 9, 2025, CATL established Times Qiji New Energy Technology (Yingtan) Co., Ltd. with a registered capital of 5 million RMB, focusing on new energy technology research and various electric vehicle-related services [1][2]. - On September 4, 2025, CATL also established Times Qiji New Energy Technology (Jiangmen) Co., Ltd., with the same registered capital and similar operational scope as the Yingtan company [3][4]. Group 2: Ownership Structure - Both newly established companies are indirectly held 94.4444% by CATL, showcasing the company's significant control over these ventures [2][4]. Group 3: Business Scope - The business scope of both companies includes new energy technology research, sales of electric vehicle charging facilities, battery sales, and operations related to electric vehicle infrastructure [1][3].

Core Viewpoint - Mercedes-Benz has successfully tested a solid-state battery prototype in its pure electric EQS, achieving a remarkable range of 1205 kilometers on a single charge, surpassing the previous record of 1202 kilometers set by the VISION EQXX in 2022 [1][3] Group 1: Testing and Performance - The solid-state battery-equipped EQS test vehicle traveled from Germany to Sweden, covering 1205 kilometers under various climate and road conditions, with a remaining range of 137 kilometers upon arrival [1] - The solid-state battery developed by Mercedes-Benz's passenger car team and HPP team utilizes sulfur-based solid electrolyte technology, achieving an energy density of 450 watt-hours per kilogram and enhancing range by 25% [1][2] Group 2: Industry Developments - Other automakers, such as BMW, are also advancing solid-state battery technology, with the BMW i7 starting real-world testing in May 2023, featuring a battery cell developed by Solid Power [3] - Both Mercedes-Benz and BMW are on track to bring solid-state battery technology to mass production, with Mercedes-Benz aiming for commercialization within five years and BMW targeting 2028 for its solid-state battery models [3]

Core Viewpoint - The article emphasizes the comprehensive depiction of the global lithium battery industry chain, highlighting its significance in various sectors and regions, particularly focusing on the distribution of resources and manufacturing capabilities. Group 1: Distribution Map Content - The distribution map measures 1.5 meters by 1 meter and intricately illustrates the entire lithium battery industry chain, from raw materials and four main materials to battery manufacturing and end applications [3] - It covers major lithium battery industry hubs, including China, North America, Europe, Japan, South Korea, and Southeast Asia [3] Group 2: Distribution Map Acquisition - To receive the distribution map for free, individuals must share the article on their social media and contact the editor [4] - The distribution of the maps is being conducted in order of registration [5] Group 3: Conference Information - The conference hosted by Xinluo Information is scheduled for November 12-13, 2025, with registration on the 12th [9] - The event will take place in Shanghai, China, and inquiries can be made via the provided contact number [9]

Core Viewpoint - The announcement from Jing Shan Light Machine indicates a significant procurement order from a leading lithium battery company, amounting to approximately 1.005 billion yuan, which is expected to positively impact the company's future financial performance [1][4][5]. Group 1: Order Details - Jing Shan Light Machine's wholly-owned subsidiary, Huizhou Sanxie Precision Co., Ltd., signed a procurement order agreement on September 9, with a total order value of about 1.005 billion yuan (including tax) [1][4]. - This order represents 11.52% of Jing Shan Light Machine's audited revenue for the fiscal year 2024 and 201.45% of Sanxie Precision's audited revenue for the same period, indicating a substantial scale [4]. Group 2: Historical Context - The historical collaboration between Jing Shan Light Machine and the client has been strong, with total transaction amounts (including tax) of approximately 317 million yuan, 160 million yuan, and 252 million yuan from 2022 to 2024, representing 6.51%, 2.22%, and 2.89% of the company's audited revenue for those years, respectively [4]. - As of the first half of 2025, the total transaction amount has reached 1.02 billion yuan, accounting for 27.97% of the company's unaudited revenue for that period, highlighting the ongoing cooperative relationship [5]. Group 3: Future Impact - The company anticipates that this order will have a positive impact on its operating performance for 2025 and beyond, showcasing its technical strength and market competitiveness in the lithium battery equipment sector [5].

Core Viewpoint - The article highlights the successful production line upgrade and the strategic importance of the lithium iron phosphate project by Longpan Technology in Hubei, which aims to enhance market competitiveness and meet the growing demand for high-end lithium iron phosphate materials [1][2]. Group 1: Production and Capacity - Longpan Technology's Hubei Lithium Source has completed the production line upgrade, with both A and B lines of the phosphate iron workshop now fully operational, exceeding initial capacity expectations [1]. - The project has a total investment of 3 billion yuan, aiming for an annual production capacity of 100,000 tons of lithium iron phosphate and 50,000 tons of phosphate iron [1]. - The production line for 50,000 tons of lithium iron phosphate reached full capacity in June 2023, and the phosphate iron project has successfully completed single-machine trial runs, reducing raw material transportation costs and shortening production cycles [1]. Group 2: Market Position and Strategy - The Hubei Lithium Source project is strategically positioned to supply major clients such as Tesla and CATL, indicating a focus on high-end markets for lithium iron phosphate materials [1]. - The upgrades not only enhance production efficiency but also improve product quality and performance, laying a solid foundation for the company's competitiveness in the high-end lithium iron phosphate market [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：锂电前沿 据知情人士透露， 宁德时代枧下窝锂矿采矿权证及采矿许可证申请进展顺利，比市场预期要快，预计 很快将复工复产。 据《证券时报》报道，此次枧下窝锂矿复产工作会议，由宜春时代总经理主持， 会议决定将已调整应 援到电池厂的第一批原矿区员工尽快召回，第二批员工将停止应援调配。 一个月前，宁德时代位于宜春的锂云母矿——枧下窝矿区停产，此事引发业界热议。 8月11日一早，宁德时代在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采作 业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影 响不大。 宁德时代枧下窝矿区（含锂）的采矿权始于2022年8月9日，2025年8月9日到期。因该矿权的续期问 题，于2025年8月9日24点准时关停。而在2025年半年报业绩解读会上，宁德时代相关高管表示，目 前宁德时代在江西宜春的锂矿项目生产经营均正常。至于采矿权续期的问题，宁德时代已经按照相关规 定，向江西宜春市自然资源局提交申请材料。 同时，据上述高管当时透露，当前，省、市 ...

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 教师节，碳酸锂市场乱成一锅粥，再次教育了普通散户，这个市场是残酷的。 9月9日傍晚传出消息，宜春时代新能源矿业有限公司召开"枧下窝锂矿复产工作会议"，专题推进枧下窝锂 矿复产工作，部分市场人士预期枧下窝矿很快将会复产，甚至传出下周就要复产。 当晚碳酸锂电子盘很快 做出反馈，主流价格降至6.9万元左右。 9月10日开盘，碳酸锂期货快速跳空，但很快有报道称，"枧下窝锂矿复产工作会议"只是给公司内部的办 证小组下达了任务目标，争取能够在今年11月完成视下的复产工作，但能否如期达成复产目标，尚未有定 论。 受此影响，碳酸锂期货跌幅又略有收窄，部分多头甚至投机增仓， 在各种消息 "折腾"之下，碳酸锂 市场在7万元一线形成了激烈博弈，不少散户叫苦不迭。 据鑫椤资讯 Fans爆料， 枧下窝锂矿要在11月之前复工仍有一定难度，其下游用户也在计划从其它渠道补 充一些锂矿。 对于工业品而言，涨价更多还是在于需求增长的持续性，而不只是成本。虽然始于"反内 卷"的矿证炒作正在逐步降温，但8-9月份国内锂电市场需求确实有超预 ...

Core Viewpoint - The article emphasizes the rapid growth and increasing demand for silicon-based anode materials in the context of the global energy transition and the rise of new industries such as electric vehicles and AI, highlighting the importance of these materials in the next generation of lithium-ion batteries [4][5]. Industry Overview - 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 expanding, particularly in consumer electronics and power tools, with a projected production of 25,300 tons by 2028 and a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [5]. 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 supply chain collaboration [5]. - The article calls for technological innovation and ecosystem restructuring to overcome these challenges and accelerate the commercialization of silicon-based anodes and solid-state batteries [5]. Upcoming Forum - 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 related to silicon-based anodes and solid-state batteries [5][6]. - The forum aims to gather experts, scholars, and industry representatives to foster collaboration and expedite breakthroughs in battery technology [5]. Conference Agenda - The conference will cover various topics, including the bottlenecks in developing new silicon-based anode products, cost reduction strategies for large-scale applications, and the differences in demand for silicon-based anodes across different electrolyte systems in solid-state batteries [7][8].

Group 1 - The core viewpoint of the article highlights the groundbreaking ceremony of the solid-state ion energy technology headquarters project in Wuhan, which aims to integrate research, production lines, and operations in one space [1] - The project is located in the Military Mountain Science and Technology City, covering a total construction area of 9,978 square meters, focusing on core technology breakthroughs in solid-state battery materials and safety performance testing [1] - The facility will serve as a hub for industrial transformation, featuring small and medium test lines, a PACK sample production platform, and a 0.2 GWh capacity pilot production line for mass production of "soft pack + square shell" battery cells, thus completing the closed loop from technology research and development to large-scale trial production [1]