IGH 鑫校資訊® 大 | 咖 | 解 | 读 ED HOWT ST 短 响、企 态 度 及 应 对 期 影 = 张金惠 鑫椤资讯高级研究员 深耕锂电产业链研究 直播内容 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~ 鑫椤直播 会议主题 大咖解读：电池出口管制短期影响、企业态度及应对 管制政策对产业链的短期影响 锂电产业链近期热点 会议时间 会议时间：2025/10/13（周一） 15:30-16:30 会议平台：微信视频号 管制政策对产业链的短期影响 锂电产业链近期热点 直播时间: 10月13日 15:30 扫码预约直播> ...

近日，滨化股份发布公告，宣布由其全资控股的山东滨化新能源有限公司牵头， 投资建设滨化集团北海滨华新材料 源 网荷储一体化项目。该项目总投资约14.21亿元。 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：企业公告 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） 项目建设内容具体涵盖160MW风电场、100MW光伏电站两大发电单元，配套建设130MW/260MWh新型储能装置及 110kV升压站（内含智慧能源综合调度管控中心） ；根据测算，项目投运后风电年均利用小时数可达2332.4小时，光 伏年均利用小时数达1338.5小时，能源利用效率处于行业较高水平。 会议详情： 作为始建于1968年的老牌综合型化工企业集团，滨化股份历经数十年发展，已形成氯碱、石化、新能源、新材料及特 种化学品五大核心业务板块，构建起多元协同的产业生态。此次源网荷储一体化项目选址山东省滨州市北海经济开发区 及无棣县境内，精准依托当地广袤的土地资源与充沛的风能、太阳能资源，创新 ...

Core Insights - The article highlights the approval of the first phase of the 51GWh power battery and energy storage battery system project by Zhongchuang Xinhang in Handan, Hebei, with a total investment of 540 million yuan [1] Project Overview - The project is set to commence on September 29, 2025, covering a total land area of 635 acres and a total construction area of approximately 390,000 square meters [1] - The first phase will include the construction of various facilities such as electrode workshops, cell workshops, integration workshops, PACK workshops, structural component warehouses, finished product warehouses, and an intelligent manufacturing service center [1] - Upon completion, the first phase is expected to achieve an annual production capacity of 12GWh for power batteries and energy storage batteries [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： #鑫椤锂电 国庆节后，六氟磷酸锂价格疯涨。 10 月 9 号节后第一天上午六氟报价 6.1 万元 / 吨， 下午报价 6.3 万吨； 10 月 10 号节后第二天上午 报价 6.5 万吨，下午报价 6.8 万吨； 10 月 11 号节后第三天部分散单报价超过 7 万吨，最高价格达 7.5 万吨。 短短三天时间，六氟磷酸锂价格跳跃式增长，涨幅超过 20% 。 上一轮六氟磷酸锂上涨周期开启时间是 2020 年，六氟磷酸锂价格一路攀升至 2022 年 3 月份的 60 万元 / 吨，期间 六氟磷酸锂严重短缺，各大电池厂为了保证六氟磷酸锂的正常供应，八仙过海各显神通。 10 月份市场需求持续向好，市场对六氟磷酸锂的需求量进一步提升， 但市场上大部分厂家基本处于满产状态，供应增 幅较小。 六氟磷酸锂市场进一步缺货，节后短短三天，六氟磷酸锂价格出现了跳跃式增长。 11 月份整体市场需求量仍然较大，六氟供应缺口依然存在， 六氟磷酸锂价格仍有上涨空间。 ▼本文作者：赵女士/15638946210（微信同） 2022 年 3 ...

Core Viewpoint - The article discusses the upcoming 2026 Silicon-based Anode and Solid-State Battery Summit, focusing on breakthroughs in silicon-based anodes and the future of solid-state batteries [2][3]. Event Details - The summit is organized by Xinluo Information and will take place in Shanghai, China, on November 12-13, 2025, with a registration day on November 12 [3][4]. - The event includes a visit to Shanghai Shanshan Enterprises and a welcome dinner, which are exclusive to registered participants [4]. Agenda and Topics - The conference will cover various topics related to silicon-based anodes and solid-state batteries, including: - Development bottlenecks and solutions for new silicon-based anode products [6]. - High-efficiency long-cycle silicon-based anode development [6]. - Market outlook for silicon-based anodes in digital and cylindrical battery applications [6]. - Current status and development trends of the solid-state battery market [6]. - Notable speakers include representatives from Carbon One New Energy Group, Shanghai Shanshan Technology, and the Chinese Academy of Sciences [6]. Participating Companies - A diverse range of companies will participate, including: - Penghui Energy - Ningde Times - TianNeng Battery Group - Various financial and investment firms [8][10][11]. Previous Events - The article references past conferences, indicating a history of discussions and developments in the silicon-based anode and solid-state battery sectors [14].

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 0 1 议背 会议背景： 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、 ...

Core Viewpoint - The article discusses the current state of the lithium battery materials market, highlighting price trends and supply-demand dynamics across various segments including lithium carbonate, ternary materials, lithium iron phosphate, anode materials, separators, and electrolytes. Lithium Carbonate - After the holiday, domestic lithium carbonate prices have remained stable, fluctuating between 73,000 to 74,000 yuan per ton, supported by strong downstream demand and a gradual decrease in market inventory [1] - As of October 11, the latest prices for battery-grade lithium carbonate are between 72,500 to 74,500 yuan per ton [2] Ternary Materials - The ternary materials market has seen price increases post-holiday, driven by soaring cobalt prices due to export quota management, with prices for nickel-based materials rising by 15,000 yuan per ton [2] - The latest prices for ternary materials as of October 11 are 136,000 to 140,000 yuan per ton for 5-series single crystal and 150,000 to 155,000 yuan per ton for 8-series 811 type [3] Lithium Iron Phosphate - The lithium iron phosphate market is currently experiencing tight supply, leading major manufacturers to increase prices selectively for certain battery factories [3] - The latest prices for lithium iron phosphate as of October 11 are 33,600 to 35,000 yuan per ton for power type and 32,600 to 33,200 yuan per ton for energy storage type [5] Anode Materials - The demand for anode materials remains strong, with high production levels maintained in September and October. Recent export control measures are expected to boost shipments from leading manufacturers [5] - The latest prices for anode materials as of October 11 are 50,000 to 65,000 yuan per ton for high-end natural graphite and 31,800 to 64,800 yuan per ton for high-end artificial graphite [6] Separators - The separator market is experiencing good demand, with significant orders for ultra-thin separators leading to delivery bottlenecks among major suppliers. The overall industry capacity utilization is expected to rise [6] - The latest prices for separators as of October 11 are 0.55 to 0.925 yuan per square meter for 9μm wet process base film and 0.35 to 0.50 yuan per square meter for 16μm dry process base film [7] Electrolytes - The electrolyte market is busy, with zero inventory for lithium hexafluorophosphate (6F) and orders extending into November. Manufacturers are operating at full capacity [8] - The latest prices for electrolytes as of October 11 are 66,000 to 73,000 yuan per ton for lithium hexafluorophosphate and 19,700 to 24,000 yuan per ton for ternary electrolyte [9] Batteries - The lithium battery market is experiencing robust supply and demand, with production expected to grow by up to 5% in October due to strong stocking needs [10] - The latest prices for batteries as of October 11 are 0.38 to 0.45 yuan per watt-hour for square ternary power cells and 0.26 to 0.355 yuan per watt-hour for square lithium iron phosphate power cells [10]

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 不知不觉中， 碳酸锂期货价格已经在 7.3万元附近横盘了近1个月， 波动率极低，仓单数量持续升高，这与今年4 月时的行情极其相似，市场呈现涨跌两难的态势 。从技术面上看，布林线喇叭口明显收窄，市场在等待新的突破方 向。 除此之外， 4月份，市场都在关注 枧下窝矿 的复产情况， 而如今市场关注的依然是枧下窝矿的复产，叠加近期一 些国内盐湖项目复产、扩产（如藏格、盐湖股份），碳酸锂供应继续增长是肯定的。 在 4月初，美国挑起"对等关 税"席卷全球，而在10月10日晚间，特朗普又在社交媒体平台上发帖威胁要大幅提高进口关税。 从基本面上看，碳酸锂在7万一线的支撑力度确实很强，在产量连创新高的局面下，碳酸锂库存却仍在缓慢下 降，显示了下游需求非常旺盛。 不过，节后宏观面再起波澜，我国对锂电池及相关技术、设备实施出口管制，并对新能源车购置税减免设定新 规，至少从金融市场的表现来看，情绪面已受到扰动。 本文作者：钱先生/13621911373 会议详情： END 会议主办： 鑫椤资讯 会议时间： 2025年1 ...

升， VC 价格持续坚挺， 12 月份预计市场需求量小幅下调， VC 价格在供需影响下或将小幅微降。 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 2025 年上半年添加剂 VC 价格一路下跌，最低价格跌至 4.4 万元 / 吨，业内厂家亏损严重，在资金压力下，小厂纷 纷停产，大厂因为有雄厚的资金支持以及规模效应带来的相对较低的成本优势，仍维持较高的开工率。 即便是大厂，长期亏损也难以维持长久的发展。 在整个行业都普遍亏损及国家倡导反内卷背景下，添加剂 VC 厂家意 识到唯有坚挺价格才能换来企业的可持续发展。 9 月份 VC 需求环比增长 6% ， 市场供应增幅小于需求增幅，在供需影响下， VC 价格开始上涨，再加上 亘 元、华盛、华一 、富祥药业等添加剂 VC 大厂 涨价意愿强烈， 多重因素推动 VC 价格坚挺。 在反内卷背景下， 目前各大企业统一对外报价 VC5.2 万元 / 吨， FEC4.2 万元 / 吨 ，添加剂产品结算方式统一调整 为： 月结 30 天，银行承总汇票结算 (6 个月以内 ) 。 从市场供需平衡角度来看： 市场现有 ...

Core Viewpoint - The article promotes the "2026 Silicon-based Anode and Solid-state Battery Summit" scheduled for November 12-13 in Shanghai, highlighting the importance of solid-state battery technology and its potential for mass production [1][3]. Group 1: Event Details - The summit will feature a keynote speech by Ye Zhengping from Wuxi Xian Dao Intelligent Equipment Co., focusing on empowering solid-state battery mass production through intelligent manufacturing [3]. - The event includes a company visit to Shanghai Shanshan on November 11, followed by a registration and welcome dinner on November 12, and a full-day conference on November 13 [4]. - Participation fee is set at 2800 yuan per person, with a limited-time free attendance option (excluding meals) for the first 200 registrants [6]. Group 2: Sponsorship and Participation - Companies interested in sponsoring the event can inquire about sponsorship plans directly with the organizers [6]. - The event is positioned as an industry exchange activity, not involving any commercial promotion, ensuring a focus on collaboration and knowledge sharing [4].