（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司第二期股权激励计划第四个行权期条件已成就，304名 激励对象可合计行权不超过约1085.17万股，行权价16.45元/股，来源为公司定向发行新股，行权窗口自 2025年4月30日至2026年4月29日，董事会已审议通过并获股东大会授权。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司聘任黄舒欣女士为公司董事会秘书。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，公司第六届董事会第三十二次会议审议通过《关于调整第 二期股权激励计划行权价格的议案》等多项议案。 ...

（文章来源：证券日报） 证券日报网讯 1月8日，贝特瑞发布公告称，本公司张晓峰先生，因个人原因辞任，自2026年1月8日起 不再担任董事会秘书。 ...

Core Viewpoint - The company announced the cancellation of 2,435,626 stock options from its second equity incentive plan due to various reasons including employee departures, performance not meeting standards, and expiration of the exercise period [2] Group 1: Company Actions - The company's sixth board of directors held its thirty-second meeting and approved the cancellation of stock options for 47 incentive recipients [2] - The cancellation of stock options will not affect the company's financial status or the continued implementation of the incentive plan [2]

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - Global lithium battery production is expected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, particularly in the energy storage sector, which may see a remarkable growth rate of 48.3% [5]. - The demand surge will significantly impact the supply of battery cells and four key upstream materials, highlighting a potential supply gap that needs to be addressed for stable and efficient supply chains [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9]. - Sub-forums will address critical materials for power batteries and energy storage, including market trends, solid-state battery technology, and the impact of policies on energy storage projects [10][11]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [17].

Market Size and Forecast - The global lithium battery cathode material shipment is expected to reach 4.798 million tons by 2025, a year-on-year increase of 48.5%, with lithium iron phosphate (LFP) shipments at 3.654 million tons, growing by 67.2%, accounting for 78% of the total [2] - The shipment of ternary materials is projected to be 880,000 tons, with a slight increase of 4.3%, making up 16% of the total [2] - The main growth driver for lithium battery cathode materials is LFP, benefiting from the growth of the electric vehicle and energy storage markets [2] - The global lithium battery anode material shipment is expected to reach 2.723 million tons by 2025, a year-on-year increase of 48%, with artificial graphite accounting for 89.3% of the total [4] - The global lithium battery electrolyte shipment is projected to be 2.396 million tons by 2025, with a year-on-year growth of 53% [8] - The global lithium battery separator shipment is expected to reach 38.49 billion square meters by 2025, a year-on-year increase of 48.6% [10] Price Trends and Forecasts - The price of lithium battery cathode materials is expected to enter an upward cycle between 2026 and 2027 due to significant increases in raw material prices and improved supply-demand relationships [13] - The price of lithium battery anode materials is projected to rise in 2026-2027, driven by a rebound in upstream raw material prices and a concentration of orders among leading companies [14] - The price of lithium battery electrolytes is expected to rise in 2026-2027, primarily due to strong demand for lithium hexafluorophosphate and limited production capacity [17] - The price of separators is anticipated to increase in 2026-2027 due to growing demand from the power and energy storage markets, despite having reached cost price levels [18] Top 10 Companies in 2025 - The top 10 companies for lithium battery ternary cathode materials in China include Nantong Ruixiang, Rongbai Technology, and Bamo Technology [21] - The top 10 companies for lithium battery lithium iron phosphate cathode materials in China include Hunan Youneng, Defang Nano, and Wanrun New Energy [23] - The top 10 companies for lithium battery anode materials in China include BTR, Sanyuan Technology, and Zhongke Xingcheng [25] - The top 10 companies for lithium battery electrolyte in China include Tianci Materials, New Zobon, and Ruifeng New Materials [26] - The top 10 companies for lithium battery separators in China include Enjie, Xingyuan Materials, and Jinli Technology [28]

人民财讯1月5日电，1月5日，贝特瑞与深圳清研电子签署合资公司合作协议，双方将就推动干法电极产 业化工作展开深入合作，共同推动锂电前沿关键工艺革新。 ...

福建中碳是专注锂电池负极包覆沥青、造粒沥青研发制造的高新技术企业，产品广泛应用于动力、消 费、储能类锂电池负极领域，达产后年产值约2.7亿元。企业坐拥多项核心专利，采用国内领先的连续 化生产工艺，产品兼具能耗低、稳定性强的突出优势；同时构建起完善的产品矩阵，产品软化点覆盖 150℃至280℃多个关键牌号，可精准匹配不同应用场景需求，满足客户个性化定制，凭借硬核实力赢得 市场高度认可。 12月29日，坐落于古雷石化园区的福建中碳新材料科技有限公司（下称"福建中碳"）年产2万吨锂电池 负极包覆材料项目核心生产线全流程顺利贯通，成功产出首批高品质产品。这一里程碑成果，不仅标志 着项目正式从建设阶段迈入生产经营新阶段，更成为古雷石化园区延伸高附加值下游产业链、做强锂电 新材料板块的重要实践印证。 在全球能源转型提速、新能源汽车与储能产业蓬勃发展的背景下，我国锂电池产业规模持续扩容，负极 材料作为锂电池四大核心材料之一，直接决定电池综合性能、安全系数与循环寿命，是锂电产业链不可 或缺的核心环节，市场需求迎来高速增长期，福建中碳此番精准布局，恰逢行业发展黄金窗口期。 项目实现"即投产、即见效"的亮眼成效，福建中碳常务副总 ...

Group 1 - The core viewpoint of the article is that China Baoan has confirmed the mass application of Betterray's silicon-based anode in power batteries, including various types of cylindrical batteries [1] Group 2 - China Baoan responded to investor inquiries on an interactive platform regarding the application of silicon-based anodes [1] - Betterray's technology is being utilized in the production of power batteries, indicating a significant advancement in battery technology [1] - The announcement highlights the company's commitment to innovation in the battery sector [1]