Core Viewpoint - The company is undergoing bankruptcy reorganization due to continuous losses and insolvency, aiming to attract strategic investors to improve its financial situation and maintain operations [1][4]. Group 1 - On October 14, the company announced that its board approved a proposal for the bankruptcy reorganization of its subsidiary, Ningxia Zhonghua Lithium Battery Materials Co., Ltd., which has been in a state of continuous losses and is unable to pay its debts [1]. - The decision to pursue bankruptcy reorganization instead of direct liquidation is intended to recruit restructuring investors, which would help in increasing the sources of debt repayment and contribute to employee and social stability [4]. - The company plans to introduce strategic investors with financial strength, market channels, and management experience to improve its asset-liability structure [4].

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~ 除了车企，宁德时代也在积极布局韩国的电池材料供应链。业内人士透露，曾毓群此行还将会晤韩国多家电池材料龙头 企业高管，包括： EcoPro公司（正极材料供应商），L&F公司（高镍NCM材料制造商）。这些企业在全球NCM电池 供应链中处于关键位置。 本文来源： The Korea Economic Daily 据业内人士透露， 宁德时代 的创始人兼董事长曾毓群预计将在本月晚些时候访问韩国期间， 与现代汽车集团、其他韩 国电池制造商，以及电池材料和设备的供应商讨论合作事宜。 曾毓群即将迎来近三年来的首次正式出访邻国之旅。在他为期三天的访问期间，他将会与现代汽车集团的董事长郑义淳 会面。现代汽车集团是现代集团的重要客户之一。预计通过这次会面，双方能够进一步深化合作关系，因为它们都在努 力应对美国征收的高额关税。 除动力电池领域外，宁德时代也将韩国储能系统（ ESS）市场视为新的增长机会。据悉，宁德时代可能与韩国的本土 材料及设备企业合作，共同开发或销售ESS产品。 韩国政府计划到2038年投资40万亿韩元（约合280亿美元）， ...

Core Viewpoint - The article discusses the environmental impact assessment approval for a lithium hexafluorophosphate technical transformation project by Jiangxi Shilei Fluorine Materials Co., Ltd. in Huichang, Jiangxi Province, highlighting the project's investment and production capacity changes [1]. Group 1 - The project has a total investment of 30 million yuan, with approximately 300,000 yuan allocated for environmental protection, representing 1% of the total investment [1]. - The existing production capacity of lithium hexafluorophosphate is 9,000 tons per year, which will be upgraded to 18,000 tons per year after the technical transformation [1]. - The project will also produce by-products, including 25,200 tons per year of hydrofluoric acid and 108,000 tons per year of hydrochloric acid, with total plant capacities reaching 24,000 tons per year of lithium hexafluorophosphate, 33,600 tons per year of hydrofluoric acid, and 1,440,000 tons per year of hydrochloric acid upon completion [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：央视新闻 固态电池作为下一代锂电池的核心技术方向，在新能源汽车、低空经济等领域具备广阔的应用前景。针对这一前沿技 术，我国科学家近期取得一批新进展。 近日，我国科学家成功攻克全固态金属锂电池的"卡脖子"难关，让固态电池性能实现跨越式升级，以前100公斤电池最 多支持500公里续航，如今有望突破1000公里天花板。 全固态金属锂电池 实现突破难在哪里？ 如今，我国多个科研团队纷纷出手，三大关键技术突破让"陶瓷板"和"橡皮泥"实现严丝合缝，有望解决固固界面的接 触难题，彻底打通固态电池的续航瓶颈。 "特殊胶水"——碘离子 中国科学院物理研究所联合多家科研团队开发的"特殊胶水"，在电池工作时，会顺着电场跑到电极和电解质的接口 处，主动吸引通行的锂离子过来，哪里有小缝隙、小孔洞，就自动流过去填满。 通过一番缝缝补补，电极和电解质就能自己贴得严严实实，从而突破全固态电池走向实用的最大瓶颈。 "柔性变身术" 中国科学院金属所的科学家用聚合材料给电解质打造一副"骨架"，让电池像升级版保鲜膜一样抗拉耐拽。弯折2万次、 拧成麻 ...

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硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 会议主办： 鑫椤资讯 生态合作伙伴： 杉杉科技 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 特邀赞助： 在全球能源结构深度转型与低碳可持续发展战略的驱动下，新能源汽车、智能消费电子、eVTOL、人形机器 人、AI人工智能等新兴产业呈现爆发式增长，对高能量密度、高安全性、长寿命锂离子电池的需求达到前所未 有的高度。作为突破现有电池技术瓶颈的核心方向，硅基负极材料凭借其超高的理论比容量，成为推动下一代 锂离子电池技术革命的关键材料。 同时，随着传统负极市场竞争加剧，硅基负极领域逐渐成为业内各企业角逐的新方向。 根据ICC鑫椤资讯的统 计显示，2025上半年，全球硅基负极材料纯品产量为4396吨，同比增长76%。 目前硅碳负极材料商业化应用集中在对成本敏感度相对不高的消费电子、电动工具领域，在动力电池领域渗透 率相对较低，随着多孔硅碳的突破性进展和应用，硅基负极在动力电池的领域将进入产业化导入快速阶段，硅 基负极 ...

Core Viewpoint - The company, Weilan Lithium, has approved a capital increase of $20 million to participate in the GreenMei Indonesia project, acquiring a 5.95% stake in the target company, PT INDONESIA QINGMEI ENERGY MATERIALS. This move aims to strengthen the strategic partnership with GreenMei, a key supplier of lithium battery raw materials, and enhance the diversity of raw material supply for the company's overseas production capacity [1]. Group 1 - The board of Weilan Lithium has approved the capital increase to participate in the GreenMei Indonesia project [1]. - The company will invest $20 million to acquire a 5.95% stake in PT INDONESIA QINGMEI ENERGY MATERIALS [1]. - GreenMei is an important supplier of lithium battery raw materials, and the partnership focuses on high-energy-density cathode materials and battery technology [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： 铜山发布 从" 铜山发布 "获悉， 巴达尔 10GWh磷酸铁锂电芯及智慧储能系统项目 于近日在徐州 铜山实现部分投产。 据了解，目前项目建设进展顺利，1号、2号厂房均已完工，产线正式投产。 近日企业又向设备厂家增加了4GWh全自动化产线设备的订单，预计年底能够形成8GWh产能。总体项目建成后，将形 成10GWh磷酸铁锂储能电芯材料-PACK-集装箱储能柜-系 统集成完整产业链 。 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 巴达尔10GWh磷酸铁锂电芯及智慧储能系统项目总占地面积300亩，总投资约6.2亿美元，分两期建设： 一期：建设10GWh的PACK、集装箱储能柜以及系统集成，主要产品包括便携式储能产品、家庭式储能产品、工商业 储能产品、大型电站集装箱式储能等。 二期：拟建设10GWh磷酸铁锂储能电芯生产线，主要生产280Ah及以上的储能大电芯，以及部分50 ...

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硅基负极与固态电池高峰论坛 - 聚焦硅基负极突破·擘画固态电池新篇- 会议主办： 鑫椤资讯 生态合作伙伴： 杉杉科技 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 特邀赞助： 河南省鑫耀石墨制品有限责任公司 安徽嘉智信诺化工股份有限公司 潍坊孚美新能源有限公司 展台赞助： 潍坊追日磁电科技有限公司 江苏亮果金属制品有限公司 潍坊孚美新能源有限公司 山东益大新材料股份有限公司 大连富丽石化贸易有限公司 涧光（上海）特种装备有限公司 山东京阳科技股份有限公司 连云港超力工业包装制品有限公司 贝士德仪器科技（北京）有限公司 恒源碳材料股份有限公司 山东亿维新材料有限责任公司 安徽儒特智能装备股份有限公司 河南省鑫耀石墨制品有限责任公司 安徽嘉智信诺化工股份有限公司 广州福瑞达工业技术有限公司 上海洁安流体科技有限公司 上海丝亚检测仪器有限公司 无锡锦亚智能装备有限公司 新疆中碳新材料科技有限责任公司 潍坊精华粉体科技股份有限公司 会议背景： 0 1 在全球能源结构深度转型与低碳可持续 ...

Core Viewpoint - The diaphragm industry is undergoing a transformation from blind expansion to a return to healthy development, with a consensus on price discipline and capacity regulation reached during an industry meeting in late August [1][2]. Group 1: Price Trends - Since late August, the overall price of wet diaphragms has increased by approximately 7%, with expectations for continued price rebounds due to industry restructuring and supply-demand dynamics [2]. - Leading diaphragm manufacturers have initiated price hikes, which are now spreading to second-tier producers, focusing on customer structure optimization and order price increases to enhance profitability [1][2]. Group 2: Industry Profitability - Currently, only 2-3 companies in the diaphragm industry are profitable, while the majority, including leading company Enjie, reported losses, with Enjie’s loss reaching -93 million yuan in the first half of 2025 [2]. - The widespread losses in the industry are not conducive to sustainable development, and recent price increases are aimed at reversing this trend [2]. Group 3: Supply and Demand Structure - Global demand for lithium batteries is expected to exceed expectations in 2025, driven by new vehicle demand and rapid growth in the global energy storage market [3]. - Despite an overall supply surplus, there are structural supply contradictions, particularly among the top three diaphragm manufacturers, whose new capacity is limited, leading to high capacity utilization rates projected to exceed 95% in 2026 [3]. Group 4: Industry Feedback - Diaphragm manufacturers are implementing significant price increases, with average hikes in the double digits, while battery manufacturers express concerns over the steep price increases and the need to ensure supply continuity [4][5]. - Battery manufacturers are facing challenges in securing diaphragm supplies, as the certification process for new suppliers can take at least a quarter, complicating their ability to switch suppliers [5]. Group 5: Future Outlook - The industry is expected to see a continued tightening of supply, with top manufacturers maintaining full production status and limited new capacity, leading to a forecasted capacity utilization rate of over 85% in the wet diaphragm sector [10].

Core Insights - The article highlights the continuous growth of China's power battery and other battery industries in the first three quarters of 2025, with significant increases in production, sales, and exports [4][14][26]. Production and Sales - In the first three quarters of 2025, the production and sales of power and other batteries reached 1121.9 GWh and 1067.2 GWh, respectively, representing year-on-year growth of 51.4% and 55.8% [4]. - In September 2025, the total production of power and other batteries was 151.2 GWh, with a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [9][12]. - The cumulative sales of power and other batteries from January to September 2025 reached 1067.2 GWh, with a year-on-year growth of 55.8% [14]. Export Performance - Cumulative exports of power and other batteries in the first three quarters of 2025 amounted to 199.9 GWh, reflecting a year-on-year increase of 45.5% [4][26]. - In September 2025, the export volume of power batteries was 17.6 GWh, with a year-on-year growth of 50.9% [27][40]. Market Segmentation - In September 2025, the share of pure electric trucks in the total installation volume reached 16.0%, showing a significant year-on-year increase of 156.5% [4]. - The cumulative installation volume of power batteries from January to September 2025 was 493.9 GWh, with a year-on-year growth of 42.5% [47]. Material Types - In September 2025, the production of lithium iron phosphate batteries accounted for 79.0% of the total battery production, with a year-on-year increase of 65.4% [9]. - The sales of power batteries in September 2025 reached 110.5 GWh, with a year-on-year growth of 44.4% [20]. Company Rankings - In September 2025, the top ten companies in power battery sales included CATL, BYD, and others, with significant year-on-year growth rates [32][34]. - The cumulative sales of power batteries from January to September 2025 showed that CATL and BYD maintained their leading positions in the market [39]. Installation Concentration - In September 2025, the top two companies accounted for 63.8% of the total installation volume, indicating a slight decrease in market concentration compared to the previous year [62]. - The average installation volume per vehicle in September 2025 was 55.0 kWh, reflecting a month-on-month increase of 2.0% [63].