1月30日，ICC电池级碳酸锂（99.5%）现货结算指导价格为 158500 元 /吨 ，较上一工作日 下跌 6000元 ， 受近期行情连续下跌影响，部分贸易商出货积极性增强，主要锂盐厂依然供不应求；电池 级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 158000 元 /吨 ，较上一工作日 下跌3000元 。 期货方面，今日期货大部分合约跌停，主力合约价格收盘 148200 元 /吨 ，较上一工作日 下跌 18300 元 ，持仓量明显下降。值得注意的是，今日碳酸锂主力净空减仓幅度达到 29.5%，短期下探 动能在减弱。 ICC锂电结算指导价： | 品名 | 1月29日 | 1月30日 | 环比上涨 | 上月均价 | | --- | --- | --- | --- | --- | | 锂精矿 | 2210 | 2170 | -40 | 1249 | | (6.0%) | | | | | | 电池级碳酸锂 (99.5%/辉石) | 16. 45 | 15. 85 | -0. 6 | 10. 2 | | 氢氧化锂 (56.5%相颗粒) | 16. 1 | 15.8 | -0. 3 | 8. 58 | | 磷酸铁锂 ...

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： 襄阳晚报 ICC 鑫椤资讯年终盘点： 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年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 1月28日， 楚能新能源襄阳70GWh锂电池项目(简称：襄阳楚能项目)首个电芯车间——3号电芯车间主体迎来结构 性封顶。该项目于2025年10月28日开工。 据悉，襄阳楚能项目总投资220亿元，将打造从电芯、PACK生产到储能系统的全产业链，是湖北省襄阳市大力实 施"两资三能"工程，集全市之力打造千亿级新能源产业 ...

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 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 [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 like new energy, materials science, and electrochemistry are encouraged to participate in advancing technological innovation and talent development [8]. - Collaboration with government agencies 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].

Core Viewpoint - Sodium batteries are gaining attention as a viable alternative to lithium batteries, with significant advancements in commercial applications, particularly in the light commercial vehicle sector [2][3]. Group 1: Market Developments - CATL has launched the Tianxing II light commercial vehicle series solution, marking the first mass production of sodium batteries in the light commercial vehicle sector [2]. - The sodium battery sector index (BK0988) surged by 3.32% on the second trading day after CATL's announcement, reaching its highest point since May 2021, with a cumulative increase of 62% since the launch of the sodium battery brand [2]. Group 2: Technical Advantages and Challenges - Sodium batteries have several advantages over lithium batteries, including easier access to sodium resources, better low-temperature performance, higher safety, and less temperature increase during high-rate charging [2]. - However, challenges remain, such as industrialization costs, maturity of the supply chain, and energy density, which currently lags behind that of lithium batteries [2][3]. Group 3: Future Outlook - CATL aims to achieve comparable economic performance and energy density for sodium batteries within three years, following a development path similar to that of lithium batteries [3]. - The application of sodium batteries is expected to expand in 2026 across various sectors, including battery swapping, passenger vehicles, commercial vehicles, and energy storage, indicating a dual strategy of sodium and lithium battery deployment [3].

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 34.6% in 2026, with the energy storage sector projected to grow by 70%, indicating a dual-driven demand from both domestic and international markets [1][2] Industry Background - The battery industry is a core support for strategic emerging industries such as new energy vehicles and energy storage systems, entering a golden development period characterized by surging demand and technological advancements [1] - Malaysia has become a significant hub for the global battery supply chain, with over 26 billion yuan invested by Chinese battery companies by 2025, covering all aspects of the battery industry chain [2] Conference Objectives - The conference aims to create a platform for dialogue among global battery industry elites, gathering practical experiences from enterprises and academic insights to explore new paths for industry development [2] - It focuses on promoting collaborative innovation within the industry chain, facilitating the transformation of technological achievements, and optimizing global resource allocation for sustainable development [2] Agenda Highlights - The agenda includes discussions on various topics such as the challenges faced by Chinese battery companies in international markets, investment opportunities in Southeast Asia, and the dual challenges of environmental stability and power supply in energy storage projects [4] - Notable speakers include representatives from major companies and institutions, indicating a strong emphasis on collaboration and knowledge sharing within the industry [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~ 本文来源：鑫椤锂电 ICC 鑫椤资讯年终盘点： 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年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 行业热点新闻 2025年磷酸锰铁锂市场盘点：产量2.85万吨，激增206.5% 根据ICC鑫椤资讯统计，2 025年全球磷酸锰铁锂产量2.85万吨，同比增长206.5%。 随着在新能源汽 车、数码消费、锂电两三轮车市场地应用持续深入，预计到2026年产量增至7万吨，到2030年产量超过 50万吨。 比亚迪将暂停建设 ...

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~ 为什么这张地图是储能企业的"必投广告"？ 政策热力指数 ： 各省补贴力度、配储要求、电价政策一目了然 合作赞助： 地图内容核心价值： （ 本图片为示意图，具体以实际产品为准) ✓ 储能系统采购决策者 ✓ 产业链上下游企业 ✓ 政府招商部门与产业园区负责人 ✓ 投资机构与行业分析师 区域布局热力图 ： 精准标注全国多个 重点省市的龙头企业和产业集群 产业链全景图谱 ：覆盖从锂矿→电芯→PCS→系统集成→EPC→应用 全链条核心企业 重点项目标注 ： 精准传播，直击决策层 本分布图将定向发行至 3万+储能产业链核心人员 ： 每一张地图，都是一份进入核心圈层的邀请函！ 广告位投放请联系： 13248122922 （ 微信同） 鑫椤资讯储能电芯出货量 鑫椤资讯 工商业储能出货量 鑫椤资讯 基站&数据中心备电 出货量 鑫椤资讯 源网侧储能出货量 鑫椤资讯 户储(含便携式)出货量 ...... 1.冠名赞助——在分布图左上方与主办方共同显示企业LOGO等信息 2.品牌赞助——在分布图下方空白位置展示企业名称、主营产品、联系方式等内 ...

Core Viewpoint - Ganfeng Lithium is expected to turn a profit in 2025, with a projected net profit of 1.1 billion to 1.65 billion yuan, recovering from a loss of 2.074 billion yuan in the previous year [2][5]. Financial Performance - In 2024, Ganfeng Lithium reported a revenue of 18.906 billion yuan, a decrease of 42.66% year-on-year, and a net loss of 2.074 billion yuan, marking a 141.92% decline from profit [7]. - For the first half of 2025, the company achieved total revenue of 8.376 billion yuan, a year-on-year decline of 12.65%, with a net profit attributable to shareholders of -531 million yuan, an increase of 30.13% in losses compared to the previous year [7]. - The third quarter of 2025 showed a significant recovery, with revenue of 6.249 billion yuan, a year-on-year increase of 44.10%, and a net profit of 557 million yuan, up 364.02% year-on-year [8]. - The estimated profit range for the fourth quarter of 2025 is between 1.074 billion and 1.624 billion yuan, with a potential quarter-on-quarter increase of nearly 300% [8]. Key Drivers of Performance - The turnaround in performance is attributed to three main factors: an increase in the fair value of PLS stock holdings, the transfer of equity in a subsidiary to strategic investors, and losses from the fair value changes of convertible bonds due to stock price increases [5].

会议背景 -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~ 2026锂电关键材料及应用市场高峰论坛 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场高峰论坛 ...

Core Viewpoint - The article discusses the comprehensive production and market outlook for various lithium battery materials and related sectors, emphasizing the growth and strategic developments in the industry leading up to 2025 [1]. Group 1: Lithium Market Overview - The article outlines the market trends for lithium carbonate, electrolytes, copper foil, lithium cobalt oxide, ternary materials, lithium iron phosphate, and other related materials for 2025 [1]. - It highlights the increasing demand for lithium-ion batteries and the expected growth in the energy storage battery market [1]. Group 2: New Energy Material Development - Since 2021, the company has established a complete phosphate chemical industry chain from phosphate rock to phosphoric acid and iron phosphate, leveraging its 500 million tons of phosphate resource reserves [2]. - The company has built two sets of iron phosphate production facilities with a total capacity of 100,000 tons per year, with six production lines in total [2]. - The first production facility has been operating steadily since its launch, while the second facility was restarted in November 2025 and successfully launched one of its production lines [2].