Group 1 - The core viewpoint of the article emphasizes the investment by Wanrun New Energy in a high-pressure dense lithium iron phosphate project, which aims to enhance production capacity and profitability [2][6][7] - The total investment for the project is 1.079 billion yuan, with a construction period of approximately 12 months [2] - The project will be located in the industrial park of Liu Liping Town, Danjiangkou City, Hubei Province, utilizing idle space from a previously completed lithium-ion battery materials project [7] Group 2 - Wanrun New Energy plans to provide guarantees for its subsidiary, Hubei Hongmai High-tech New Materials Co., Ltd., with a guarantee amount not exceeding 700 million yuan [4] - The investment is expected to optimize the production capacity layout of high-pressure dense lithium iron phosphate, thereby solidifying the company's position in the industry [6]

Core Viewpoint - The article discusses the strategic agreements and market outlook for Dragon Power Technology, focusing on its collaboration with CATL and the implications for the lithium battery materials market. Group 1: Strategic Agreements - Dragon Power Technology announced a new procurement framework agreement with CATL, effective from January 1, 2026, to December 31, 2026, with a transaction cap of up to 7 billion yuan for the year [6] - The new agreement emphasizes domestic market supply of lithium iron phosphate cathode materials, differentiating it from a previous agreement for overseas supply [6] - The collaboration is expected to leverage CATL's extensive sales network and customer base, enhancing market coverage and demand for Dragon Power's products [7] Group 2: Fund Utilization and Project Development - Dragon Power Technology plans to change the use of funds raised from its global offering, reallocating 198 million HKD originally intended for a new production line in Hubei to a high-performance lithium battery cathode materials project in Jiangsu [11] - The funds will be used for equipment procurement and installation, with full utilization expected by the end of 2026 [11] - This decision is based on a careful assessment of the company's project development needs and aims to improve the efficiency of fund usage [11]

-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~ 本文来源：鑫椤锂电 线上直播 会议主题：2025年全球储能市场回顾 会议时间： 2026年1月20日15:30 会议平台： 鑫椤锂电视频号 一：电芯出货量 企业市占率 细分市场 二：系统出货量 集成商市占率 会议直播预约： 直播时间: 1月20日 15:30 扫码预约直播> 微信扫描下方二维码预约直播会议 龙志强 鑫椤资讯储能高级研究员 深耕锂电产业链研究 直播内容 电芯出货量 企业市占率 细分市场 系统出货量 集成商市占率 ...

Core Viewpoint - The lithium battery industry is entering a new cyclical growth phase in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a "spiral rise" in both quantity and price [3]. Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector is expected to grow at an impressive rate of 48.3% [5]. - The demand surge is expected to significantly impact the supply of battery cells and four major upstream materials, highlighting a potential supply gap in the future [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the announcement of the "Top Ten Lithium Material Brands of 2025," and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9]. - Sub-forums will address the current status and development trends of key materials for power batteries, solid-state battery industry trends, and the optimization of revenue structures for energy storage projects under policy empowerment [11].

Core Insights - The article discusses the launch of a new electrolyte precursor project by Jingmen Yuanhan Battery Materials Co., Ltd., which is a wholly-owned subsidiary of Shanghai Yuanhan Energy Technology Co., Ltd. The project represents a significant investment of 3 billion yuan and focuses on key products essential for the new energy battery electrolyte market [2]. Group 1: Project Overview - The project is located in the Jingmen Chemical Recycling Industrial Park and aims to produce core solvents such as dimethyl carbonate, methyl ethyl carbonate, and diethyl carbonate, which are crucial for new energy battery electrolytes [2]. - The project is expected to meet the demand for new energy battery electrolyte solvents in the Central and Southwest regions of China, filling a production gap in the Jingmen Chemical Recycling Industrial Park [4]. Group 2: Industry Impact - The establishment of this project will create a complete upstream and downstream industrial chain, enhancing the development momentum of emerging industries such as new energy vehicles and energy storage [4]. - The project has upstream connections with Jingmen Yingde Gas Co., Ltd. and downstream partnerships with companies like Qianxin (Jingmen) New Materials Co., Ltd. and Jingmen New Zoubang New Materials Co., Ltd. [4].

Market Overview - On January 16, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 152,500 CNY/ton, a decrease of 6,000 CNY from the previous working day, with increased spot transactions [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) remained stable at 142,000 CNY/ton [1] - Futures market experienced a significant drop, with the main contract closing at 146,200 CNY/ton, down 14,440 CNY, influenced by increased regulatory control and market panic [1] Price Trends - The price changes for various lithium products on January 16 compared to January 15 are as follows: - Lithium concentrate (6.0%): 2,150 CNY/ton, down 10 CNY - Battery-grade lithium carbonate: 15,250 CNY/ton, down 600 CNY - Lithium hydroxide: 14,200 CNY/ton, unchanged - Lithium iron phosphate: 5,330 CNY/ton, down 30 CNY - Ternary materials: 18,650 CNY/ton, unchanged [2] Market Sentiment - A survey of 85 companies indicated that approximately 43% believe lithium carbonate prices will find support in the 130,000-140,000 CNY range due to ongoing demand, while 23% expect lower support levels [4] - The sentiment reflects a mix of optimism and caution, with some stakeholders viewing recent price adjustments as temporary [4] Industry Insights - The lithium battery production is projected to reach 2,297 GWh by 2025, representing a year-on-year growth of 48.5%, with power batteries increasing by 40.5% and energy storage batteries growing by 92.7% [7] - Recent developments include the anticipated resumption of operations at the Sigma lithium mine in Brazil and the production of sodium-ion battery forklifts by BYD, indicating ongoing innovation in the sector [7][8]

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 ICC 鑫椤资讯年终盘点： 2025年储能电池市场盘点： 据 ICC 鑫椤资讯统计， 2025 年全球储能系统出货 498GWh ，同比 增长 99% 。其中国内系统厂 家出货 404GWh ，同比增长 138.7% ； 海外系统厂家出货 94GWh ， 同比 增长 16% ，特斯拉一 枝独秀。 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 展望 2026 年， 6.25MWh 、 6.9MWh 、 7MW 、 8MWh 等大容量储能系统市场需求将会加速释 放，预计储能市场依然会维持较快增速， 储能系统出货有望达到 900GWh ，同比 增长 81% 。 本文作者：龙先生/17601223168（微信同） 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 ▼ 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 ...

Industry Highlights - Global lithium battery production is projected to reach 2297 GWh by 2025, representing a year-on-year increase of 48.5%. Power batteries will contribute significantly, reaching 1495 GWh with a growth of 40.5%, while energy storage batteries will exceed 27% market share, growing to 636 GWh at a remarkable 92.7% increase [1] Policy Changes - The Ministry of Finance and the State Taxation Administration announced a tiered export tax rebate policy for photovoltaic products, effective April 1, 2026, which includes a reduction of the VAT export rebate rate for battery products from 9% to 6%. This marks a critical transition for China's new energy industry from subsidy-driven to market-driven competition [2] Major Contracts - Contemporary Amperex Technology Co., Ltd. (CATL) signed a procurement cooperation agreement with Rongbai Technology for lithium iron phosphate materials, with a total sales amount exceeding 120 billion yuan for 305,000 tons from Q1 2026 to 2031 [3] Production Capacity - Zhongwei Co., Ltd. has commenced operations at its ternary precursor project in Indonesia, with an annual production capacity expected to gradually increase to 20,000 tons [4] Market Trends - The domestic lithium carbonate market has experienced significant price fluctuations, with prices peaking at 170,000 yuan/ton, the highest in over two years. The market remains optimistic for Q1, despite being in a traditionally slow season, driven by export tax expectations and reduced supply due to maintenance at major lithium salt plants [6] Pricing Updates - As of January 15, 2023, battery-grade lithium carbonate is priced between 155,000 to 162,000 yuan/ton, while industrial-grade is between 141,000 to 147,000 yuan/ton. The prices for ternary materials and lithium iron phosphate have also seen increases due to rising raw material costs [7][9] Battery Production - Battery manufacturers are operating at full capacity, with the export tax policy significantly impacting energy storage and overseas clients. However, production increases are limited due to existing capacity constraints [14] Electric Vehicle Market - In early January 2026, retail sales of passenger vehicles reached 328,000 units, a 32% year-on-year decline, while new energy vehicle sales were 117,000 units, down 38% year-on-year. By 2025, China's new energy vehicle production and sales are expected to reach 16.626 million and 16.49 million units, respectively, marking a year-on-year growth of 29% and 28.2% [15] Energy Storage - Domestic energy storage cell prices have risen, with most manufacturers increasing product prices. The market is currently in a stocking phase, with significant demand expected in the upcoming quarters [16]

Core Insights - The 2026 International Battery Industry Conference will be held from April 22-24, 2026, in Kuala Lumpur, Malaysia, focusing on the rapid growth and technological innovation in the battery industry driven by global energy transition [1][2] - The battery industry is expected to see a growth rate of 30% in 2026, with the energy storage sector projected to grow by 48.3%, highlighting a dual-driven demand from both domestic and international markets [1] - Key challenges facing the industry include supply chain resilience, international trade barriers, and the need for green and low-carbon production methods [1] Industry Background - Malaysia has become a crucial hub for the global battery industry due to its favorable geographic location, investment policies, and comprehensive industrial support system [2] - By 2025, Chinese battery industry investments in Malaysia are expected to exceed 26 billion yuan, covering the entire battery supply chain, including battery cells, separators, and anode materials [2] - The rise of Southeast Asian emerging markets is injecting new momentum into the global battery industry and fostering cross-regional and cross-sectoral technological exchanges and collaborations [2] Conference Objectives - The conference aims to create a platform for dialogue among global battery industry elites, combining corporate practices and academic research to explore new paths for industry development [2] - It will focus on core pain points and cutting-edge trends in the industry, promoting collaborative innovation across the supply chain and facilitating the transformation of technological achievements [2] - The event is designed to optimize global resource allocation and support the high-quality sustainable development of the battery industry [2] Conference Topics - Key topics include the competition dynamics of nickel and cobalt, the outlook for the Southeast Asian electric vehicle market, and investment opportunities in the energy storage sector [5] - Other discussions will cover the aging and degradation of lithium-ion batteries, the competitive landscape of the global battery market, and challenges faced by energy storage projects in Southeast Asia [5] - Additional topics include the commercialization of battery swapping models in Southeast Asia and the use of additives for lithium metal anode interface modification [5]

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 iron, 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 sectors, showcasing the broad application prospects of lithium battery technology [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 such as 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].