Group 1 - The core viewpoint of the article highlights the strategic partnership between Guoxuan High-Tech and Nord Holdings, marked by a procurement framework contract worth approximately 1.8 billion yuan for the year 2026 [1][3] - The collaboration between Nord Holdings and Guoxuan High-Tech began in 2010, evolving into a significant relationship where Nord Holdings has become a core supplier of ultra-thin copper foil products [3] - Nord Holdings has also begun supplying nickel-plated alloy foil samples to Guoxuan High-Tech and is collaborating on solid-state battery technology development, indicating a deepening of their partnership [3] Group 2 - Nord Holdings received the "2025 Annual Excellence Supplier Award" from Guoxuan High-Tech, recognizing its outstanding supply performance [1] - The procurement agreement signifies a transition from exploratory collaboration to a deeper mutual trust between the two companies [3]

2026国际电池产业大会 2026国际电池产业大会 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~ 会议时间：2026年4月22-24日 会议地点：马来西亚·吉隆坡 会议主办：鑫椤资讯 会议协办：厦门大学、LIRA 0 2 会议背景 在全球能源转型加速推进的浪潮下，电池产业作为新能源汽车、储能系统等战略性新兴产业的核心支 撑，正迎来需求激增与技术革新并存的黄金发展周期。据ICC鑫椤资讯预测，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。与此同时，全球电池产业格局正经历深刻重构，原材料供应链韧性、国际贸易壁垒应对、 绿色低碳生产等成为行业共同面临的关键课题。 马来西亚凭借优越的地理位置、友好的投资政策及完善的产业支持体系，已成为全球电池产业链布局的 重要枢纽。截至2025年，中国电池产业链企业在马来西亚投资金额超过260亿元，涵盖电池电芯、隔 膜、负极材料等全产业链环节，形成了较为完整的产业生态。在此背景下，东南亚新兴市场的崛起为全 球电池产业注入新动能，也催生了跨区域、跨领域的技 ...

Core Viewpoint - The Chinese separator market is expected to see significant growth, with a projected shipment volume of 34.5 billion square meters by 2025, reflecting a year-on-year increase of 58.7% [1] Market Landscape - Enjie Co., Ltd. maintains a market share of over 30%, with the top four companies holding more than 72.5% of the total market share, indicating stability in market dynamics [2] - The share of dry separators has decreased to approximately 17.6%, with expectations that it will drop below 15% by 2026 due to the transition to wet separators in the downstream market [2] Production Capacity and Utilization - The overall new capacity investment in the separator industry has slowed down, with major players like Enjie, Xingyuan Materials, and Hebei Jinli continuing limited capacity additions [4] - The average capacity utilization rate in the Chinese separator industry is 75%, with wet separator utilization exceeding 80% and dry separator utilization below 50% [4] - The wet separator industry is expected to maintain over 90% utilization in 2026 due to strong demand from the battery market [4] Industry Performance - After three years of decline, the separator industry has experienced a turnaround, shifting from oversupply to a state of demand exceeding supply, leading to price increases [5] - Major manufacturers have returned to profitability, and market consolidation efforts, such as the acquisition of Hebei Jinli by Foshan Plastics Group, are improving competitive dynamics [5] Price Trends - Separator prices experienced a "V-shaped" recovery in 2025, rebounding significantly after reaching historical lows in the second and third quarters [6] - The price of wet separators with a thickness of 7um decreased by 7.1% in 2025, while the price of 7+2+1um wet separators increased by 1.7% [6] - By December 2025, the price of 7um wet separators rose by 14.7% compared to its lowest point earlier in the year [6] Industry Trends - Demand for dry separators is expected to continue declining, while wet separator demand will expand as major manufacturers switch to wet processes [8] - The application of 5um ultra-thin wet separators is anticipated to grow, with leading companies expected to exceed a 50% application rate by 2026, although supply constraints remain [8] - The consensus on reducing internal competition has been reached, with a significant optimization of the supply-demand structure, leading to expected double-digit price increases for wet separators in 2026 [8]

Core Viewpoint - Company Rongbai Technology has signed a procurement cooperation agreement with CATL for lithium iron phosphate cathode materials, with a total supply of 3.05 million tons expected from Q1 2026 to 2031, amounting to over 120 billion yuan in total sales [1]. Group 1 - The agreement is binding for both parties, indicating a strong commitment to the partnership [3]. - The overseas market for lithium iron phosphate batteries has significant growth potential, driven by advancements in solar and energy storage technologies, as well as AI, leading to a new era in renewable energy and explosive growth in the energy storage sector [3]. - The development of the power and storage markets suggests that lithium iron phosphate still has substantial market space [3]. Group 2 - Rongbai Technology emphasizes that its lithium iron phosphate products lead the industry in key performance indicators such as iron leaching rate, first discharge efficiency, and compact density, making them suitable for both energy storage and power battery applications, particularly in high-end scenarios [3]. - The company has successfully completed the core technology development and application of its third and fourth generation lithium iron phosphate products, with the fifth generation now in trial production and entering the application development phase [3].

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 the fields of new energy, materials science, and electrochemistry are encouraged to participate in advancing technological innovation and talent cultivation [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].

Core Viewpoint - The demand for LIFSI (Lithium bis(fluorosulfonyl)imide) is expected to grow significantly due to the increasing need for energy storage batteries and fast-charging electric vehicles, with a projected production of 44,500 tons in 2025, representing a 116% year-on-year increase [1][3]. Group 1: Production and Capacity - The production growth rate of LIFSI is not consistently high, showing a slowdown in 2022 and 2023, while capacity expansion continues, indicating companies' optimism about long-term prospects [3]. - By 2025, the effective capacity for LIFSI is expected to reach 75,600 tons, with an operating rate of 59% [1]. - The ranking of LIFSI producers shows Tianci Materials leading with a production capacity of over 7,500 tons, followed by Rukang New Materials and others in the second tier [5][8]. Group 2: Market Dynamics - The global LIFSI market in 2025 is characterized by a "one strong, many strong" pattern, with Tianci Materials holding over 50% market share, significantly higher than the typical 30% for industry leaders [8]. - Rukang New Materials holds nearly 20% market share, while second-tier manufacturers have market shares generally below 10% [8]. - The competitive landscape is dynamic, with ongoing innovation and collaboration with downstream giants expected to shape future rankings [8]. Group 3: Price Trends - There is a stable price difference between solid and liquid LIFSI due to their differing value attributes and application scenarios, with solid LIFSI being used in high-end power batteries and liquid LIFSI being more convenient for electrolyte preparation [10]. - In the first half of 2025, LIFSI prices slightly decreased, but are expected to rise in the second half due to increasing costs of hexafluorophosphate and lithium carbonate [10]. Group 4: Future Outlook - The global LIFSI production is projected to reach 58,500 tons in 2026, with an operating rate of 73%, and 69,000 tons in 2027, indicating a continued strong supply-demand balance in the market [12].

Market Trends - On January 13, the spot settlement price for battery-grade lithium carbonate (99.5%) was 160,500 CNY/ton, an increase of 8,500 CNY from the previous working day, with limited actual transaction volume as downstream procurement remains cautious [1] - The settlement price for battery-grade lithium hydroxide (56.5% coarse particles) was 138,000 CNY/ton, up 8,000 CNY from the previous working day [1] - The futures market saw lithium carbonate futures open higher on January 13, with the main contract closing at 166,980 CNY/ton, an increase of 11,560 CNY from the previous working day, while the position volume decreased [1] Price Changes - The average price level for lithium iron phosphate battery cells indicates that the terminal's tolerance for lithium carbonate prices is around 155,000 CNY [4] - The ICC lithium battery settlement prices for January 12 and 13 show a rise in prices for various lithium products, including lithium carbonate and lithium hydroxide, with specific increases noted [2] Industry Focus - Tianhua New Energy announced plans to complete the construction of the ceramic soil (containing lithium) mine in Jiangxi Jinzifeng - Yifeng County by the first half of 2027, aiming to achieve mining production in the second half of the year [5] Lithium Market Sentiment - Recent rumors about the formation of a "Lithium Triangle" in South America have surfaced, suggesting a shift from market supply-demand pricing to alliance pricing and quota bidding. However, 95% of surveyed companies believe the likelihood of this happening is low [6] Lithium Supply Data - In December 2025, Chile exported 18,341 tons of lithium carbonate, a month-on-month increase of 2.1% but a year-on-year decrease of 8.68%. Exports to China were 11,705 tons, down 20.34% month-on-month and 12.41% year-on-year [7] Market Outlook - The ICC Xinluo Insights suggest that since the fourth quarter of 2025, lithium carbonate prices have doubled, with ongoing price increases leading to heightened market divergence. The global lithium resource situation is expected to remain tight in 2026, with demand elasticity continuing to rise [10]

Core Viewpoint - Guoxuan High-Tech has initiated the construction of a 200,000-ton annual production capacity project for cathode materials and a 20,000-ton annual production capacity project for silicon-carbon anode materials in Anhui Lujiang High-tech Zone, marking a significant advancement in the new energy battery sector [1] Group 1 - The 200,000-ton cathode materials project utilizes Guoxuan's fourth-generation lithium iron phosphate production line technology, featuring a fully digital and intelligent factory design [1] - Upon reaching full production capacity, the cathode materials project will produce 200,000 tons of lithium iron phosphate annually and will be compatible with next-generation lithium iron phosphate products [1] - The 20,000-ton silicon-carbon anode materials project employs "nano-confinement structure design" and "multi-dimensional composite deposition/coating" technology to create high-performance silicon-carbon materials, positioning it as a leading global production base [1] Group 2 - The simultaneous launch of these two projects signifies a critical strategic layout for the Lujiang High-tech Zone in the forefront of the new energy battery industry [1] - Once operational, the projects are expected to generate an additional revenue of billions and tax contributions in the millions, significantly boosting the industrial economy of Lujiang [1] - The projects will enhance the "materials-battery-recycling" ecosystem, providing a new engine for the development of a 50 billion-level new energy materials industry cluster during the 14th Five-Year Plan period [1]

Group 1 - The core viewpoint of the article highlights the commencement of key projects in the Yudongnan High-tech Zone, with a total investment of 12.725 billion yuan, focusing on strategic emerging industries such as new energy and advanced electronic information technology [1] - The Zhongchuang Innovation航 (03931.HK) is establishing a lithium-ion battery production line in the Yudongnan High-tech Zone, with a planned capacity of 51 GWh for power and energy storage batteries [1] - The total investment for the Zhongchuang Innovation's Xinyang base project is 9.63 billion yuan, which is expected to generate an annual output value of 12 billion yuan and create 3,000 jobs upon full production by January 2028 [1] Group 2 - The projects launched include the Xinyang base, electronic information industry park, energy storage innovation equipment manufacturing industry park, and several infrastructure projects, indicating a comprehensive development strategy in the region [1] - The Xinyang base project is set to begin production in October this year, with a focus on ensuring long-term iterative upgrade capabilities through reserved technical interfaces and production capacity [1]

Core Viewpoint - The sodium-ion battery and materials industry is expected to experience rapid growth in 2025, driven by global energy transition and lithium resource price fluctuations, transitioning from the R&D phase to industrialization [1] Production and Market Overview - In 2025, China's sodium-ion battery production is projected to reach 3.45 GWh, nearly doubling from 1.76 GWh in 2024 [1] - The energy storage sector will dominate downstream applications, accounting for 52%, followed by light-duty power (20%) and start-stop applications (17%), with the power sector representing less than 10% [1] Technical Route and Pricing - By 2025, the polyanion (NFPP) route will establish a dominant position, comprising about 70%, while the layered oxide route will drop from 72% in 2024 to 28% [3] - Sodium battery prices are expected to trend downward, with layered oxide products priced higher than polyanion products. The average price for layered oxide cells is between 0.55-0.6 yuan/Wh, while NFPP cells range from 0.45-0.55 yuan/Wh [5] Market Segmentation Energy Storage Market - Major sodium-ion energy storage system projects are concentrated in regions like Hubei, Yunnan, Guangdong, Guangxi, and Shanghai, with prices dropping from approximately 1.3 yuan/Wh at the beginning of the year to below 0.7 yuan/Wh by Q4 [8] - Sodium-ion batteries are expected to gradually replace lead-acid batteries in data centers and communication base stations, with higher acceptance in overseas markets, particularly Europe [8] Light-Duty Power Market - The light-duty power sector will account for 20% of the downstream market in 2025, with sodium-ion batteries being adopted by several electric two-wheeler manufacturers [10] - The penetration rate of sodium-ion batteries in the small power market is expected to reach 30%-40% due to their low cost and long cycle life advantages [10] Start-Stop Battery Market - Sodium-ion batteries are rapidly emerging in the start-stop battery market for vehicles, with nearly 30 battery companies launching sodium-ion start-stop power products [11] - The market size for start-stop batteries is estimated to approach 100 billion yuan [11] Power Market - Progress in the passenger vehicle sector is slow due to low energy density, while commercial vehicles are actively exploring applications [13] - Sodium-ion batteries are expected to find breakthroughs in range-extended and hybrid models where high cycle counts are required [13] Competitive Landscape - The market is dominated by polyanion and layered oxide routes, with leading companies like Vico Technology, Haifida, and Pioneering Technology focusing on polyanion applications [15] - Major players include CATL and BYD in lithium batteries, and new entrants like Zhongke Haina and Qingna Technology in sodium batteries [15] Future Outlook - The sodium-ion battery industry is anticipated to enter a phase of large-scale application in 2026, supported by technological advancements, cost reductions, and policy backing [22] - Energy density and cycle life are expected to improve, with mainstream sodium batteries achieving energy densities of 170-180 Wh/kg and polyanion batteries reaching 110-120 Wh/kg [23] - The cost of sodium batteries is projected to fall below 0.40 yuan/Wh by 2026, enhancing their competitiveness in energy storage and low-speed electric vehicle applications [23]