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 会议背景 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。 -广告- 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 。本届论坛将聚焦三大核心议题： 一：前沿技术及市场供需深度研讨 会议设置"锂电关键材料主论坛"、"动力电池用关键材料分论坛"和"储能电池用关键材料分论坛"三大专 题论坛，邀请专家学者、头部企业及国际专家，通过多维度数据洞察、技术案例拆解与产业链协同对 话，深度剖析2026年锂电上下游供需格局演变，为行业提供前瞻性战略指引。 二：2025年度锂电权威榜单发布及颁奖典礼 会议将隆重揭晓"2025年度锂 ...

12月1日消息，工业和信息化部近日组织召开动力和储能电池行业制造业企业座谈会。座谈会围绕规范 动力和储能电池产业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。工业和信息 化部党组书记、部长李乐成出席会议并讲话。12家动力和储能电池产业链企业负责人围绕企业生产经 营、技术研发、市场竞争、知识产权保护等深入交流，介绍企业基本情况和当前面临的困难问题，提出 意见建议。 《能见派》获悉，当天参会的企业代表包括：比亚迪董事长王传福，宁德时代副董事长李平，中创新航 董事长刘静瑜，亿纬锂能董事长刘金成，欣旺达集团创始人王明旺，天赐材料董事长徐金富，贝特瑞常 务副董事长、总经理黄友元，天合储能总裁杨豹，国轩高科中国业务板块副总裁陈炜，海辰储能执行董 事兼总经理王鹏程，容百科技董事长、总经理白厚善，恩捷股份副董事长、总经理李晓华。 工业和信息化部党组书记、部长李乐成指出，要全面客观认识产业发展形势，认真落实党中央关于综合 整治"内卷式"竞争的决策部署，加快推出针对性政策举措，依法依规治理动力和储能电池产业非理性竞 争，加强产能监测、预警和调控，加大生产一致性和产品质量监督检查力度，打击知识产权违法行为， 引导企 ...

铁锂、隔膜等行业协会已有行动。近一年各行业协会已召开多次"反内卷"相关会议：8月8日锂电池干法 隔膜骨干生产企业负责人闭门座谈会在深圳召开、8月22日磷酸铁锂企业于深圳进行行业闭门会议、8月 23日湿法锂电他隔膜企业负责人座谈会在苏州成功召开、11月18日磷酸铁锂材料行业成本研究研讨会在 京召开。业内企业初步达成一定共识，而本次工信部座谈会将进一步增强产业信心，政策可期。 乐观看待未来涨价超势，业绩反转可期。据SMM统计，下半年以来六氟磷酸锂、VC、磷酸铁锂正极材 料、负极材料、隔膜、铜箔加工费上涨215%、245%、30%、2%、3%、3%，各环节直接的差异主要系 目前供需紧张程度不同，电解液相关品种走势明显更强。据则言咨询，样本企业中11月电芯排产环比 +7%，材料环节排产环比+2~3%，需求景气度驱动涨价同时带动排产持续提升。当前电解液、铜箔等环 节龙头企业产能利用率维持高位，若供不应求则将形成很强涨价动力，展望后续，我们认为行业将加速 回归平衡，部分环节已经历较长时间调整，随需求启动有望实现量利齐升，业绩放量可期。 投资建议：此次发声更坚定了行业"反内卷"的信心和良好预期，相关政策有望出台加速行业走出 ...

公司方面，据上市公司互动平台表示， 工业和信息化部11月28日组织召开动力和储能电池行业制造业企业座谈会，围绕规范动力和储能电池产 业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。 工信部部长李乐成指出，要认真落实党中央关于综合整治"内卷式"竞争的决策部署，加快推出针对性政 策举措，依法依规治理动力和储能电池产业非理性竞争，加强产能监测、预警和调控，加大生产一致性 和产品质量监督检查力度，打击知识产权违法行为，引导企业科学布局产能、合理有序"出海"。 工业和信息化部将科学编制"十五五"产业发展规划，加大技术创新支持，强化标准支撑引领，提升产业 治理现代化水平，为产业高质量发展创造良好环境。 本次与会企业和高管包括：比亚迪董事长王传福、宁德副董事长李平、亿纬锂能董事长刘金成、欣旺达 创始人王明旺、中创新航董事长刘静瑜、海辰储能总经理王鹏程、天赐材料董事长徐金富、恩捷股份董 事长李晓明、容百科技董事长白厚善、贝特瑞总经理黄友元。出席规格之高，意味着后续相关行动决策 和推进力度可能较强。 华福证券指出，当前正极、隔膜、铜箔、铝箔等多环节均出现"头部企业微利二线亏钱"、"即时盈利但 回收期长"等问题， ...

Group 1 - The solid-state battery industry is gaining significant investor interest, with companies in the supply chain from battery manufacturing to upstream materials and equipment suppliers actively engaging with investors during Q3 earnings calls [1] - Semi-solid batteries are already in market application, while all-solid-state batteries are expected to enter a critical pilot testing phase between 2026 and 2027 [2][4] - Companies like Guoxuan High-Tech and Zhuhai Guanyu have reported advancements in semi-solid battery production, with Guoxuan's G-Yuan semi-solid battery nearing mass production and Zhuhai Guanyu starting to ship semi-solid batteries [2][3] Group 2 - The foundation for solid-state battery commercialization lies in innovations in battery materials, with companies currently in the sample submission phase and some achieving small batch shipments [4] - Key materials such as high-nickel and lithium-rich manganese-based cathodes are becoming mainstream to meet the higher energy density requirements of solid-state batteries [4] - Companies like Better Ray and New Zobang have reported small batch applications of solid electrolytes in semi-solid batteries, while companies like Greeenmei have achieved ton-level shipments of solid-state battery materials [4] Group 3 - Equipment manufacturers are seizing opportunities in the solid-state battery sector, with significant differences in production processes compared to traditional liquid batteries [7] - Companies like Lianying Laser and Delong Laser are already producing equipment for semi-solid and all-solid-state batteries, with expectations of increased orders in the coming year [7][8] - Overall, the solid-state battery industry is transitioning into a phase where semi-solid batteries are being applied, and all-solid-state batteries are moving towards pilot testing, with material and equipment companies accelerating their engagement with downstream partners [8]

Group 1: Market Trends and Developments - The solid-state battery industry is experiencing significant interest from investors, with companies in the battery manufacturing, upstream materials, and equipment sectors actively engaging in discussions about technological advancements and industry trends [2] - Semi-solid batteries have begun market applications, while all-solid-state batteries are entering a critical testing phase expected between 2026 and 2027 [3] - Companies like Guoxuan High-Tech and Zhuhai Guanyu have reported that their semi-solid batteries are in mass production and gaining customer recognition, indicating that these products are no longer just concepts but are entering the market [3] Group 2: Material Innovations and Production - The foundation of solid-state battery commercialization lies in innovations in battery materials, with companies currently in the sample submission phase and some achieving small-scale shipments [5] - Companies such as Better Ray and New Zobang have reported small-scale applications of solid electrolytes in semi-solid batteries, while high-nickel and lithium-rich manganese-based materials are becoming mainstream for solid-state batteries [5] - The performance of high-nickel materials in solid-state batteries is approaching that of liquid batteries, with energy densities exceeding 400 Wh/kg, significantly surpassing current liquid battery levels [5] Group 3: Equipment and Supply Chain Opportunities - Equipment manufacturers are seizing opportunities in the solid-state battery sector due to the distinct production processes compared to traditional liquid batteries [7] - Companies like Lianying Laser and Delong Laser are already producing equipment for semi-solid and all-solid-state batteries, with expectations of increased orders in the coming years [7] - Dayun Technology is also focusing on solid-state battery testing equipment, indicating a growing market for detection solutions in the solid-state battery industry [8] Group 4: Future Outlook - The solid-state battery industry is currently in a phase where semi-solid batteries are being applied, and all-solid-state batteries are moving into testing, with significant advancements expected by 2026 to 2027 [8] - Material and equipment companies are accelerating their engagement with downstream manufacturers to position themselves for future growth opportunities in the solid-state battery market [8]

Core Insights - BetterRay has been strategically investing in solid-state battery core materials for the past decade, focusing on both semi-solid and all-solid technologies [2] Group 1: Company Developments - BetterRay has developed a comprehensive material system for solid-state batteries, including high-nickel cathodes, silicon anodes, lithium metal anodes, and solid electrolytes [2] - The company is exploring three directions for solid electrolytes: oxides, polymers, and sulfides, with oxide and polymer solid electrolytes already in small-scale application in semi-solid batteries [2] - BetterRay is currently collaborating closely with customers to develop sulfide solid electrolytes, with research and development progress reported to be smooth and key technical indicators meeting customer requirements [2]

资料显示,贝特瑞,董事长贺雪琴,公司位于广东省深圳市光明区凤凰街道东坑社区光源四路8号贝特瑞新能源科技大厦,成立日期2000年8月7日,上 市日期2020年7月27日,公司主营业务涉及生产经营锂离子电池正极材料和负极材料。 目前,我们构建了从石墨矿到负极材料的天然石墨负极材料产业链,关键工艺自持、其他重要节点合作共建的人造石墨负极材料产业生态链以及 废旧电池回收循环利用的正极材料产业链。 贝特瑞董事长贺雪琴表示,"贝特瑞的产业链、生态链布局,首先是从2006年供应链被卡脖子开始的,特别是未来动力汽车和储能大规模应用时,供 应链的需求保障更为关键。那种命脉被人捏在手里的感觉,让我下定决心,必须把根扎到最上游去!贝特瑞开启了供应链的梳理、构建、延伸之 路。 同时,贝特瑞已率先在印尼、摩洛哥布局了中国负极材料企业首个海外项目,使贝特瑞在服务客户、全球竞争中赢得主动、赢得先机。" ...

Core Viewpoint - China Baowu Steel Group's subsidiary, Betterray, supplies anode materials to energy storage systems and battery manufacturers [1] Group 1 - China Baowu Steel Group has confirmed that its subsidiary, Betterray, produces anode materials [1] - The anode materials are utilized in energy storage systems and by battery manufacturers [1]

Group 1: Industry Overview - The lithium battery anode material industry showed a positive growth trend in the first three quarters of 2025, with most listed companies reporting significant revenue increases, except for Shanhe Intelligent, which experienced a decline [2][5] - The fastest revenue growth among listed companies was recorded by Shangtai Technology, with a year-on-year increase of 52.09% [2][5] - The overall net profit of the lithium battery anode industry increased significantly, with over half of the listed companies turning from negative to positive net profit, except for Xiangfenghua, which saw a decline [5][6] Group 2: Company Performance Beiterui - Beiterui achieved a revenue of 123.8 billion yuan in the first three quarters of 2025, a year-on-year increase of 20.6%, with a net profit of 7.68 billion yuan, up 14.37% [12][13] - The gross margin decreased by 0.59 percentage points, while the net margin increased by 1.2 percentage points [12][13] Singshan Co., Ltd. - Singshan reported a revenue of 148.1 billion yuan, a year-on-year increase of 11.48%, and a net profit of 2.84 billion yuan, up 1121.72% [15][16] - Both gross and net margins improved, with gross margin rising by 1.42 percentage points and net margin by 1.83 percentage points [15][16] Putailai (Zicheng Technology) - Putailai achieved a revenue of 108.3 billion yuan, a year-on-year increase of 10.06%, and a net profit of 17 billion yuan, up 37.25% [20][21] - The gross margin increased by 3.36 percentage points, and the net margin rose by 2.59 percentage points [20][21] Zhongke Electric (Zhongke Xingcheng) - Zhongke Electric reported a revenue of 59.04 billion yuan, a year-on-year increase of 52.03%, and a net profit of 4.02 billion yuan, up 118.85% [24][25] - The gross margin decreased by 0.93 percentage points, while the net margin increased by 2.12 percentage points [24][25] Shangtai Technology - Shangtai Technology achieved a revenue of 55.06 billion yuan, a year-on-year increase of 52.09%, and a net profit of 7.11 billion yuan, up 23.08% [28][29] - Both gross and net margins showed a downward trend, with gross margin decreasing by 2.73 percentage points and net margin by 3.04 percentage points [28][29] Xiangfenghua - Xiangfenghua reported a revenue of 11.31 billion yuan, a year-on-year increase of 8.16%, but a net profit decline of 64.64%, amounting to 0.2 billion yuan [33][34] - Both gross and net margins decreased, with gross margin down by 7.38 percentage points and net margin down by 3.62 percentage points [33][34] Yicheng New Energy - Yicheng New Energy achieved a revenue of 30.10 billion yuan, a year-on-year increase of 12.79%, but reported a net loss of 2.65 billion yuan, although this was a 55.2% improvement from the previous year [36][37] - Both gross and net margins improved, with gross margin up by 1.71 percentage points and net margin up by 16.1 percentage points [36][37] Suotong Development - Suotong Development reported a revenue of 127.6 billion yuan, a year-on-year increase of 28.66%, and a net profit of 6.54 billion yuan, up 201.81% [39][40] - Both gross and net margins increased, with gross margin up by 4.84 percentage points and net margin up by 3.49 percentage points [39][40] Shanhe Intelligent - Shanhe Intelligent achieved a revenue of 50.57 billion yuan, a year-on-year decrease of 2.08%, but a significant net profit increase of 177.57%, amounting to 0.97 billion yuan [41][42] - The gross margin decreased by 0.41 percentage points, while the net margin increased by 1.09 percentage points [41][42] Guomin Technology - Guomin Technology reported a revenue of 9.58 billion yuan, a year-on-year increase of 16.73%, but a net loss of 0.74 billion yuan, although this represented a 50.63% reduction in losses [44][45] - Both gross and net margins improved, with gross margin up by 0.03 percentage points and net margin up by 12.32 percentage points [44][45]