会议背景 -广告- 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 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。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，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。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 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 ...

化工板块今日（1月27日）深度回调，反映化工板块整体走势的化工ETF（516020）开盘后迅速走弱， 而后持续低位震荡，盘中场内价格一度跌超2%，截至收盘，跌1.62%。 成份股方面，氟化工、锂电、氮肥等板块部分个股跌幅居前。截至收盘，多氟多、藏格矿业双双大跌超 5%，天赐材料跌4.17%，恩捷股份、星源材质、华鲁恒升等多股跌超3%，拖累板块走势。 值得注意的是，化工板块近期持续受资金青睐。交易所数据显示，截至昨日，化工ETF（516020）近5 日获资金净申购额超过13亿元；近10日获资金净申购额更是接近20亿元。 消息面上，1月27日，碳酸锂期货盘初延续颓势，主力合约跌幅一度超过7%。有分析指出，短期由于前 期锂价预期交易过于充分，价格上涨过快，监管不断加强后，或有回调的风险。由于供应端国内供应面 临合规风险，海外供应仍旧面临资源民族主义与地缘政治的风险，为在锂电需求高增长带动碳酸锂供需 反转的叙事证伪前，碳酸锂价格中枢或仍旧维持上升趋势。 就化工板块整体而言，有分析认为，最近一阵化工板块表现亮丽，反映了市场对后续景气的期待。基本 面没有大的变化。个别公司受到国外负面情绪影响，实际并不会有直接影响，未来也 ...

Group 1 - The battery supply chain experienced a decline at the beginning of trading on January 27, with significant drops in stock prices for several companies [1] - Tianji Co., Ltd. saw a decrease of over 9%, while Huasheng Lithium Battery fell by more than 6% [1] - Other companies such as Hunan Youneng, Tianci Materials, and Xingyuan Materials also reported notable declines in their stock prices [1]

Core Viewpoint - The report from Guotai Junan highlights the significant growth in global energy storage battery shipments, projecting a total of 640 GWh in 2025, which represents an 82.9% year-on-year increase. Domestic manufacturers are expected to ship 621.5 GWh, also reflecting an 82.8% growth, while overseas shipments are anticipated to reach 18.5 GWh, marking an 85% increase [1][2]. Group 1: New Energy Vehicles and Energy Storage - The global sales of new energy vehicles (NEVs) are projected to reach 23.54 million units in 2025, a 29.1% increase year-on-year, with China accounting for 70.3% of the total sales. Sales in Europe and the US are expected to be 3.77 million and 1.6 million units, respectively, showing growth rates of 30.5% and 1.72% [1]. - For energy storage, the forecast for 2026 indicates that global shipments of energy storage batteries could reach 1,090 GWh, representing a 70% year-on-year increase [2]. Group 2: Price Trends and Material Supply - Starting from June 2025, a tightening supply-demand situation for domestic energy storage cells has initiated a price increase cycle, with prices for lithium hexafluorophosphate and lithium carbonate rising since September. The underlying logic for these price increases is driven by supply-demand dynamics, where strong downstream demand leads to improved profitability in the materials sector [3]. - The lithium battery industry is experiencing an improved supply-demand balance, with major battery manufacturers like CATL ramping up production. However, the materials sector faces significant financial pressures due to high debt levels and the need for capital turnover amidst new capacity releases [3]. Group 3: Future Demand and Policy Support - The demand cycle for 2026 is expected to be bolstered by continued domestic policies such as trade agreements in Europe and China, as well as the reintroduction of electric vehicle purchase subsidies in Germany. The Chinese market is projected to see a 94% year-on-year increase in new energy storage orders and collaborations, reaching 35.3 GWh in 2025 [4]. - The updated export tax rebate policy for battery products, effective from January 2026, is anticipated to advance overseas demand for new energy products [4]. Group 4: Investment Recommendations - The report suggests focusing on lithium-related materials such as lithium iron phosphate, lithium carbonate, and lithium hexafluorophosphate, as well as heavy asset-related sectors like separators. Recommended stocks include Shengxin Lithium Energy (002240.SZ) and others in the lithium materials sector [5]. - Additionally, leading battery manufacturers with strong pricing power and supply-demand imbalances are highlighted, with recommendations for stocks like CATL (300750.SZ) and others [5].

Core Viewpoint - The report from Zhonghang Securities indicates a strong recovery in the sales of new energy vehicles (NEVs) in nine European countries, projecting sales of 2.885 million units in 2025, a year-on-year increase of 32.6%, with a penetration rate of 29.0%, up by 6.7 percentage points [1][2]. Summary by Sections Overall Market Outlook - In 2025, NEV sales in nine European countries are expected to reach 2.885 million units, representing a 32.6% increase year-on-year, with a penetration rate of 29.0%, up 6.7 percentage points [2]. - The sales of Battery Electric Vehicles (BEVs) are projected at 1.892 million units, a year-on-year increase of 30.6%, while Plug-in Hybrid Electric Vehicles (PHEVs) are expected to reach 992,000 units, up 36.6% year-on-year [2]. Country-Specific Insights - **Germany**: The BEV sales are projected at 545,000 units, a 43.2% increase year-on-year, and PHEV sales at 311,000 units, up 62.3%. Germany will restart EV subsidies in January 2026, including Chinese brands [2][3]. - **United Kingdom**: BEV sales are expected to be 473,000 units, a 23.9% increase, and PHEV sales at 225,000 units, up 34.7%. EV subsidies will resume from July 2025 [2][3]. - **France**: BEV sales are projected at 326,000 units, a 12.1% increase, with December sales reaching 42,000 units, up 37.7%. Subsidies will continue into 2026 with increased standards [3]. - **Italy**: BEV sales are expected to be 95,000 units, a 44.2% increase, and PHEV sales at 99,000 units, up 89.4%. EV subsidies will be effective from October 22, 2025 [3]. - **Spain**: BEV sales are projected at 102,000 units, a 77.2% increase, and PHEV sales at 124,000 units, up 111.7%. The MOVES III subsidy plan will drive sales [3]. Investment Recommendations - The report suggests that the EU's proposal to adjust the 2035 emission reduction targets will not hinder the long-term trend of electrification in Europe. Instead, it will promote sales of small electric vehicles [4]. - Investment recommendations include: - **Lithium Batteries**: Recommended companies include CATL, Yiwei Lithium Energy, and Xinwangda [4]. - **Lithium Materials**: Recommended companies include Hunan Youneng and Tianci Materials [4]. - **Lithium Battery Structural Components**: Recommended companies include Minglida and Minth Group [4]. - **Power/Drive Systems**: Recommended companies include Weimaisi and Fute Technology [4]. - **Automotive Safety Components**: Beneficiary companies include Zhongrong Electric and Zhejiang Rongtai [4]. - **Charging Stations and Modules**: Recommended companies include Youyou Green Energy and Tonghe Technology [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 3、2023年1月13日，公司披露《关于股份回购期限届满暨回购完成的公告》（公告编号：2023-007）， 截至2023年1月13日，公司累计通过回购专用证券账户以集中竞价交易方式回购股份数量为 2,413,500 股，占公司当时总股本的0.19%，最高成交价为23.49元/股，最低成交价为18.80元/股，成交均价21.03 元/股，成交总金额为人民币50,764,477元（不含交易费用）。至此，公司回购股份期限届满，回购计划 实施完毕。回购股份符合公司回购股份方案及相关法律法规的要求。 二、回购股份注销情况 1、根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相 关规定及公司《回购报告书》，上述回购股份将用于股权激励计划及/或员工持股计划，若公司未能在 股份回购完成后36个月内用于上述用途，未使用部分将予以注销，公司总股本将相应减少。公司已于 2025年12月26 日召开第六届董事会第二十一次会议，于2026年1月12日召开2026年第一次临时股东会 议，审议通过了《关于注销回购股份的议案》，同意公司将存放于回购专用账 ...

（编辑 王雪儿） 证券日报网讯 1月22日，星源材质在互动平台回答投资者提问时表示，公司严格按照相关法律法规履行 信息披露义务，不存在重大不利变化，港股IPO目前正常推进中。二级市场股价波动受整体环境、行业 状况、市场流动性等多种因素影响，公司始终致力于专注主业、稳健经营，稳步推进各项业务进展，进 一步提升公司的核心竞争力和可持续发展能力。 ...

证券代码：300568 证券简称：星源材质 公告编号：2026-003 深圳市星源材质科技股份有限公司 关于回购股份注销完成暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、深圳市星源材质科技股份有限公司（以下简称"公司"）本次注销的回 购股份数量为 2,413,500 股，占注销前公司总股本的 0.1790%。本次注销完成后， 公司股份总数由 1,348,124,139 股变更为 1,345,710,639 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购 股份注销事宜已于 2026 年 1 月 21 日办理完成。 《关于首次回购公司股份的公告》（公告编号： 2022-135）。 公司分别于 2022 年 11 月 2 日、2022 年 12 月 2 日、2023 年 1 月 3 日披露了《关于回购公司股份 的进展公告》（公告编号：2022-136、2022-144、2023-001）。以上公告的具体 内容详见巨潮资讯网（www.cninfo.com.cn）。 3、2023 年 1 月 13 日，公 ...

-广告- 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。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，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。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 会议将隆重揭晓"2025年度锂电材料十大品牌"榜单，依据出货量、市场占有率及客户口碑等维度综合 评选。 三：上下游采购对接 启动B to B定向采购对接，汇聚宁德时代、比亚迪、LGES等全球TOP10电池企业，以及贝特瑞、杉杉 科技、尚太科技、中科星城、容百科技、华友钴业、恩捷股份、星源材 ...

Core Viewpoint - The company is committed to focusing on its main business, operating steadily, and enhancing its core competitiveness and sustainable development capabilities to create long-term returns for shareholders [1] Group 1 - The company emphasizes steady progress in various business operations [1] - The company aims to balance the development of its value and market capitalization [1]