Core Viewpoint - The article discusses a strategic cooperation agreement signed between the Kunming Municipal Government, the Yunnan Dianzhong New District Management Committee, and Contemporary Amperex Technology Co., Limited (CATL) to enhance collaboration in the fields of new energy batteries, green energy, green transportation, and low-altitude economy [2][4]. Group 1: Strategic Cooperation - The agreement focuses on the development of a lithium battery green manufacturing base in the Yunnan Dianzhong New District, with construction expected to commence in the first quarter of 2026 [4]. - CATL has established a subsidiary, Yunnan Times New Energy Technology Co., Ltd., in Kunming with a registered capital of 1 billion yuan [5]. Group 2: Market Insights - The article outlines various market segments related to lithium batteries, including lithium carbonate, electrolytes, copper foil, lithium cobalt oxide, ternary materials, lithium iron phosphate, and more, indicating a comprehensive analysis of the lithium battery market trends expected by 2025 [3].

Market Overview - As of January 28, the spot settlement price for battery-grade lithium carbonate (99.5%) is 166,500 CNY/ton, unchanged from the previous working day, with transactions around 165,000 CNY being reported as acceptable [1] - The settlement price for battery-grade lithium hydroxide (56.5% coarse particles) is 162,000 CNY/ton, also unchanged from the previous working day [1] - In the futures market, the main contract closed at 166,280 CNY/ton, down 6,740 CNY from the previous working day, with an increase in net long position reductions [1] ICC Lithium Battery Settlement Prices - Lithium concentrate price is 2,210 CNY/ton, with a month-on-month average of 1,249 CNY [2] - Battery-grade lithium carbonate (99.5%) is priced at 16.65 CNY, with a month-on-month average of 10.2 CNY [2] - Lithium hydroxide (56.5% coarse particles) is priced at 16.2 CNY, with a month-on-month average of 8.58 CNY [2] - Lithium iron phosphate (power type) is priced at 5.5 CNY, with a month-on-month average of 4.05 CNY [2] - NCM (811) material is priced at 20.95 CNY, with a month-on-month average of 16.76 CNY [2] - Prismatic energy storage cell (lithium iron phosphate) is priced at 0.365 CNY, with a month-on-month average of 0.307 CNY [2] Industry Focus - In South America, Rio Tinto's lithium equivalent production is projected to reach 57,000 tons by Q4 2025, with Fenix and Olaroz both achieving record quarterly production [5] - In Australia, Core Lithium holds approximately 5,000 tons of lithium concentrate and 75,000 tons of lithium powder in inventory, which are available for sale [5] - Core Lithium has reached an agreement with Tesla to terminate negotiations on a purchase agreement to support the future restart of the Finniss lithium project [5] Market Dynamics - The lithium carbonate market is experiencing intense competition, with significant attention on February's production scheduling as the month-end approaches [7] - Current insights indicate that downstream order conditions remain good for February, with most companies maintaining normal production during the Spring Festival, resulting in a 10% reduction in production due to natural days [7] - Lithium salt plants are also expected to maintain normal production during the Spring Festival, with limited impact on lithium carbonate output, leading to a tight balance in the overall lithium carbonate market [7] - The ability of lithium carbonate prices to break through in the short term will depend on the pace of pre-holiday inventory buildup by downstream users [7]

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 34.6%，其中储能领域增速更是有望达到70%，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。 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国际电池产业大会 2026国际电池产业大会 会议议题 0 1 | | 议题 | 拟邀发言单位 | | --- | --- | --- | | 上午 | 中国电池企业出海"破局战"：地缘博弈、 | 亿年锂能 | | | 成本困局与本土化 | | | | 东南亚新能源市场政策与投资机遇 | 马来西亚投资发展局 | | | 待定 | 贝特瑞 | | | 东南亚储能项目"抗环境 ...

Core Insights - The article provides a comprehensive overview of the lithium battery market and related sectors, highlighting various segments such as lithium carbonate, electrolytes, copper foil, and more, with a focus on their projected performance by 2025 [1]. Market Analysis - The lithium carbonate market is expected to see significant growth, driven by increasing demand in electric vehicle (EV) production and energy storage solutions [1]. - The electrolyte market is projected to expand as advancements in battery technology enhance performance and safety [1]. - The copper foil market is anticipated to grow alongside the rising production of lithium batteries, as it is a critical component in battery manufacturing [1]. - The cobalt lithium market is expected to face challenges due to fluctuating prices and supply chain issues, impacting overall market stability [1]. - The ternary materials market is projected to benefit from the shift towards higher energy density batteries, which are essential for EVs [1]. - The lithium iron phosphate (LFP) market is expected to maintain steady growth due to its cost-effectiveness and safety features [1]. Company Developments - Shenzhen Sunwoda Energy Services Co., Ltd. was recently established with a registered capital of 50 million yuan, focusing on investment activities and renewable energy services [2][3]. - The company is wholly owned by Sunwoda, indicating a strategic move to diversify into energy services and investment [2]. Upcoming Reports and Events - A report titled "2025-2029 Global Lithium Battery Application Market Operation Trend and Competitive Strategy Research" is available for pre-sale, indicating ongoing research and analysis in the lithium battery sector [4]. - Upcoming conferences hosted by Xinluo Information will take place in Changzhou and Kuala Lumpur, providing platforms for industry discussions and networking [9][13].

Core Viewpoint - The article discusses the development and investment in the electric vehicle battery market in Vietnam, particularly focusing on BYD's agreement to establish a commercial electric vehicle battery factory in central Vietnam, which will cater to various commercial vehicle needs. Group 1: Investment and Production Capacity - BYD has signed an agreement with Kim Long in Vietnam to build a commercial electric vehicle battery factory, which will produce batteries for buses, trucks, and small passenger vehicles [1] - The total investment for the project is $130 million, with the first phase covering 4.4 hectares and achieving an annual production capacity of 3 GWh for power batteries [2] - The second phase will expand the factory to 10 hectares and increase the total production capacity to 6 GWh, adding production lines for passenger vehicle batteries [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~ 为了精准把握锂电产业链的动态脉搏，满足产业链上下游企业对于全面、深入产业洞察的需求，自2022年 起，我司便开启了中国锂电产业链分布图的制作工作。该分布图一经推出就广受业内好评，一时之间，这 份分布图成为了业界竞相追逐的"稀缺资源"，洛阳纸贵，一图难求，彰显了其在行业内的独特价值与深远 影响。 NO. 1 锂电产业链分布图概览 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，具体涉及以下关键企业： 原材料供应： 包括碳酸锂、磷酸铁锂、六氟磷酸锂、磷酸铁、钴酸锂、锰酸锂、氢氧化锂等关键金属资源 的企业，以及石墨、电解液溶剂等基础化工原料的生产企业。 NO. 2 分发人群与范围 目标投资者： 面向全球范围内的风险投资基金、私募股权基金、产业投资基金等，特别是关注新能源、新 材料领域的投资者。 行业企业： 诚邀锂电产业链上下游的企业加入，包括原材料供应商、材料制造商、电池生产商、电动汽车 制造商、储能解决方案提供商等，共同构建产业生态圈。 科研机构与高校： 欢迎新能源 ...

Core Viewpoint - The article discusses the long-term cooperation agreement between Haike Xinyuan and BYD Lithium Battery, focusing on the supply of solvents for the Hubei project, highlighting the expected demand and production capacity [1][3]. Group 1: Long-term Cooperation Agreement - Haike Xinyuan signed a long-term cooperation agreement with BYD Lithium Battery on January 23, 2025, which is valid for three years [1]. - The agreement stipulates that Haike Xinyuan will supply at least 100,000 tons of products annually to BYD's Hubei project through pipeline transportation [1][3]. - The solvents to be supplied include Dimethyl Carbonate (DMC), Ethylene Carbonate (EC), Ethyl Methyl Carbonate (EMC), and Diethyl Carbonate (DEC) [3]. Group 2: Market Insights - The article mentions a report on the operational trends and competitive strategies of the electrolyte market in China from 2025 to 2029, indicating a focus on future market dynamics [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~ 本文来源：鑫椤锂电、封面：图虫创意 行情变化： 1月2 7 日， ICC电池级碳酸锂（99.5%）现货结算指导价格为 1 66500 元 /吨 ，较上一工作日 下 跌 2000 元 ；电池级氢氧化锂（ 56.5%粗颗粒）结算指导价格为 1 62000 元 /吨 ，较上一 工作日 持平 。 期货方面，碳酸锂期货主力合约延续调整，午后拉升，主力合约价格收盘 179600 元 /吨 ，较上一工 作日 上涨 13920 元 /吨 。 ICC锂电结算指导价： | 品名 | 1月26日 | 1月27日 | 环比上涨 上月均价 | | | --- | --- | --- | --- | --- | | 锂精矿 (6.0%) | 2210 | 2210 | | 1249 | | 电池级碳酸锂 | 16. 85 | 16. 65 | -0.2 | 10. 2 | | (99.5%/旌石) | | | | | | 氢氧化锂 | 16. 2 | 16. 2 | - | 8.58 | | (56.5%粗颗粒) | | | | | | 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：储能前沿 | 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： | 1月26日，时代智能消息显示，近日， 时代智能与印度尼西亚电池公司（Indonesia Battery Corporation，简称IBC）等合作伙伴 ，于雅加达签署了具有里 程 ...

Core Viewpoint - The article highlights the strong performance of Xian Dao Intelligent in 2025, driven by both industry recovery and internal operational improvements, with significant profit growth expected compared to the previous year [1][3]. Group 1: Financial Performance - Xian Dao Intelligent forecasts a net profit attributable to shareholders of 1.5 billion to 1.8 billion yuan in 2025, representing a year-on-year increase of 424.29% to 529.15% [2]. - The expected net profit after deducting non-recurring gains is projected to be 1.48 billion to 1.78 billion yuan, showing a growth of 310.83% to 394.11% compared to the previous year [2]. - For Q4 2025, the company anticipates a net profit of 314 million to 614 million yuan, a significant turnaround from a loss of 322 million yuan in the same period last year [2]. Group 2: Industry Context - The global power battery market is experiencing a recovery in 2025, with strong growth in the energy storage sector and increased operating rates among leading domestic battery companies, contributing to a rebound in the lithium battery industry chain [3]. - Key upstream material companies such as Hunan YN, Putailai, and Tianci Materials are also expected to report significant growth in their 2025 performance [3]. Group 3: Company Strategy - Xian Dao Intelligent is enhancing its operational quality through various measures, including increased investment in R&D for new technologies, products, and processes, particularly in solid-state batteries, sodium-ion batteries, and other advanced battery technologies [3]. - The company is also focusing on digital transformation and cost reduction across its operations, leading to a recovery in gross margins in Q4 [3].