关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤固态电池 资讯~ 转发本文到朋友圈 ，添加小编免费领取， 13248122922 （微信同）。 分布图快递详情 I C C S I N O 分布图内容 分布图尺寸：1.5米X1米 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应用的全链条 生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要聚集区。 分布图领取资格 2025年全球锂电产业链分布图 会议详情 END 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） 正在按照登记顺序，依次派发中...... 分布图领取 ▼ ...

宁德时代是世界第一大汽车动力电池制造商，全球领先的新能源系统解决方案提供者。宁德时代在溧阳建 有全资子公司江苏时代、江苏力泰，及合资公司时代上汽、上汽时代，年产能占集团总量近四分之一。 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） 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：连线新能源 据"常州发布"消息，8月29日上午， 江苏时代新能源灯塔工厂LY7项目在江苏溧阳高新区正式投产，同时 LY8项目正式启动。 据悉，江苏时代LY7项目于2024年12月正式签约，到此次正式投产，创下宁德时代内部最快的建设速 度；江苏时代LY8项目于今年7月正式签约，计划明年3月底建设完工。 END ...

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 磷酸铁锂行业正在上演一幕真实的 "冰与火之歌"。 那么我们不禁要问， 在巨量产能压顶、盈利欠佳的情况下，为什么整个行业仍要快马加鞭、大干快上的扩 产呢？ 基于与行业专家及企业领导交流后，我们总结出以下几点： 一是，虽然行业总体产能严重过剩，但各企业之间的产能利用率却分化严重，一方面是以湖南裕 能为代表的龙头企业产能利用率高达 116.82% ，另一方面则是一些尾部企业产线全年几乎没开 动。龙头企业则基于自家产品供不应求扩产。 二是，当前行业仍处于高速发展阶段，未来市场空间巨大，一些实力强且需要发展第二增长极的 企业，不惧当前短期亏损加码扩产，看重的是未来的巨大市场。 三是，一些有决心深耕该行业的企业目前产能太小，即使满产也只能满足单一或者少量客户需 求，如果要开拓其他客户，就必须要扩产才行，否则客户导入积极性差，就算愿意导入也无产线 供货。 根据 ICC 鑫椤锂电数据库统计， 截至 2025 年 6 月底全球磷酸铁锂已经建成的产能已经高达 617.2 万 吨， 2025 年上半年合计产量 163.2 ...

Group 1 - The core viewpoint of the article highlights the completion of the main engineering work for the Zhejiang Huzhou Wuxing Donglin Leap Motor New Energy Battery Pack Project, which covers an area of approximately 178 acres with a planned total investment of 1.5 billion yuan [1] - The project is expected to achieve an annual production capacity of 384,000 sets of vehicle batteries and 720,000 sets of power supplies upon full production [2] - Leap Motor has strengthened its vertical integration capabilities in the supply chain by establishing Zhongling New Energy Technology (Zhejiang) Co., Ltd., with a registered capital of 1 billion yuan, focusing on battery manufacturing and related services [2]

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：储能头条 据美国当地媒体报道，8月30日星期六， 美国加州蒙特利县东南部偏远地区的一个储能项目锂离子电池起 火。 锂离子电池起火于上午11:10左右开始。 加州消防局在最新消息中表示："消防人员正在与蒙特利县治安官办公室、蒙特利县卫生局以及萨利纳斯 消防局的危险品救援人员密切合作，以确保附近社区的安全并降低任何潜在风险。" 火灾发生几小时后，据蒙特利县警长办公室指挥官安迪·罗萨斯称，帕克菲尔德特斯拉电池火灾的疏散令 已于 当日晚上8点多解除。 据称，该电池储能系统已确认归特斯拉所有，位于帕克菲尔德太阳能项目（Parkfield Solar Plant），也 就是是加州太阳能项目 (California Solar Flats) 内。 两个200平方英尺的锂电池架发生火灾，加州消防局和萨利纳斯危险响应部门紧急响应。 据报道，加州消防局的消防员最早于上午11点多对位于Turkey Flat 92000街区的帕克菲尔德太阳能发电 厂的火灾做出了响应。 火灾发生后，特斯拉现场服务响应团队代表抵达现场，疏散了五处住宅。 ...

8月锂电池及主要材料月度均价 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 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 | | | | 8月1日 | 8月29日 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 产品 | 最低价 | 最高价 | 最低价 | 最高价 | 月度均价 | 月度均价涨跌 单位 | | | | 三元材料5系(动力型) | 10. 9 | 12 | 11.3 | 12. 4 | 11.74 | 1 0. 40 | 万元/吨 | | | 三元材料5系(单晶型) | 12.3 | 12.9 | 12.7 | 13.3 | 12. 89 | T 0. 40 | 万元/吨 | | | 三元材料5系(数码型) | 11 | 11-5 | 11 4 | 11.9 | 11. 54 | 1 0. 43 | 万元/吨 | | | 三元材料5系(镍55型) | 10. 4 | 1 ...

Core Viewpoint - The article discusses the expansion projects of BYD in Zhengzhou, highlighting significant investments and production milestones in the electric vehicle sector [2][3]. Group 1: Expansion Projects - BYD is expanding its operations with two new projects: the "Zhengzhou Power Battery Production Line Expansion Project" and the "Zhengzhou Fudi Battery Co., Ltd. Liquid Cooling Plate Production Line Construction Project," both funded by Zhengzhou Fudi Battery Co., Ltd. [2] - The total investment for the Zhengzhou Power Battery Production Line Expansion Project is 5 billion yuan, utilizing existing facilities in BYD's new energy industrial park [2]. Group 2: Production Milestones - Zhengzhou Fudi was established in August 2022 as a wholly-owned subsidiary of Fudi Battery Co., Ltd., which is 100% owned by BYD [2]. - As of November 2023, BYD has produced its 6 millionth electric vehicle at the Zhengzhou base, making it the first automaker globally to reach this milestone [2]. - In 2024, the Zhengzhou factory is projected to produce 545,000 electric vehicles, representing a year-on-year increase of 169.8% and accounting for 87% of Zhengzhou's total electric vehicle output [3]. Group 3: Economic Impact - The total output value of the Zhengzhou factory is expected to exceed 86.28 billion yuan, contributing to a 161.7% growth in the Zhengzhou aviation port's new energy vehicle industry [3].

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~ 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： 电池观察 近日，由宁德时代子公司普勤时代(CBL)、印尼国有矿业公司ANTAM与印尼电池公司IBC组成联合体共同 投资建设的印尼镍资源和电池产业链项目，在印度尼西亚举行奠基仪式。 项目未来总投资额近60亿美 元，规划年产电池可支持20-30万辆电动汽车，并将进一步拓展至储能领域。 该项目总规划用地超2000公顷，包括北马鲁古省东哈马黑拉的镍矿开采及冶炼、电池材料制造与电池回 收等项目，以及西爪哇省卡拉旺的电池制造项目。其中， 卡拉旺电池工厂一期产能规划6.9GWh， 将依 托AI、5G、数字孪生等前沿技术，按宁德时代灯塔工厂标准建设，生产高品质电池产品，加速印尼及全球 电动出行与能源转型进程。 ...

Core Viewpoint - The article emphasizes the significant growth and potential of silicon-based anode materials in the battery industry, particularly in the context of electric vehicles and solid-state batteries, driven by increasing demand for high energy density and safety [3][4]. Group 1: Industry Background - The global energy transition and low-carbon development strategies are driving explosive growth in emerging industries such as electric vehicles, smart consumer electronics, and AI, leading to unprecedented demand for high-performance lithium-ion batteries [3]. - Silicon-based anode materials are identified as a key technology to overcome existing battery performance limitations due to their high theoretical specific capacity [3]. Group 2: Market Trends and Projections - In the first half of 2025, global production of pure silicon-based anode materials reached 4,396 tons, marking a 76% year-on-year increase [3]. - The market for silicon-based anodes is expected to grow significantly, with production projected to reach 25,300 tons by 2028, reflecting a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [4]. Group 3: Challenges and Innovations - Despite the promising outlook, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient supply chain collaboration [4]. - The upcoming "2026 Silicon-Based Anode and Solid-State Battery Summit" aims to address these challenges by bringing together experts to discuss technological advancements and industrialization hurdles [4]. Group 4: Event Details - The summit will be held on November 12-13, 2025, in Shanghai, China, organized by Xinluo Information, focusing on the development trends and key scientific issues related to silicon-based anodes and solid-state batteries [3][4]. - The event will feature discussions on various topics, including cost reduction strategies for large-scale applications of silicon-based anodes and the specific demands of different battery markets [6][8].

Core Viewpoint - The article emphasizes the urgent need for the manganese industry to overcome resource bottlenecks, accelerate technological innovation, and build a green circular industrial system in response to profound changes in the energy sector and intense competition in the materials industry [1][11]. Group 1: Industry Insights - The National Manganese Industry High-Quality Development Conference was held on August 28, focusing on the future direction of the manganese industry [1]. - Longyang County is recognized as a significant manganese resource area in China, highlighting its importance in the national manganese industry landscape [3]. - The future development of manganese mining in China will focus on breakthroughs in low-grade ore utilization and exploration in potential areas such as Xiangdong, Chuanxi, and Hebei over the next 10-15 years [3]. Group 2: Technological Developments - Manganese-based cathode materials are identified as a crucial direction for future battery development, necessitating collaboration between industry, academia, and research to expand their application in power and energy storage batteries [3]. - The advantages of manganese-based materials include safety, low-temperature performance, and high cost-effectiveness, making them a new trend in the power battery industry [4]. - The global first manganese-based semi-solid-state battery was launched by SAIC on August 5, 2025, showcasing the potential of manganese-based batteries in various applications [4]. Group 3: Environmental Solutions - The treatment of manganese slag, a solid waste from electrolytic manganese production, poses a significant challenge for sustainable development in the manganese industry [7]. - A comprehensive solution for harmless treatment of manganese slag includes multiple processes such as multi-stage countercurrent washing and chemical stabilization techniques [7]. Group 4: Collaborative Discussions - A roundtable discussion featured industry leaders discussing breakthroughs in technological bottlenecks and market trends, fostering a consensus on development strategies [9]. - The conference served as a high-level platform for industry professionals to exchange ideas, igniting enthusiasm for technological innovation and resource optimization [11]. Group 5: Future Outlook - The successful conclusion of the conference marks a new development stage for the manganese-based new energy industry, with leading companies like Anhui Boshik High-Tech setting benchmarks for enhancing battery performance and expanding application fields [11]. - As technologies mature and commercialization accelerates, manganese-based batteries are expected to play a significant role in the green energy revolution, particularly in new energy vehicles and energy storage systems [11].