锂亚硫酰氯电池监管大变革,下周解禁市值“触底”引关注!
Jin Rong Jie·2025-12-13 01:25

Group 1 - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Commerce and the General Administration of Customs, announced new regulations for the import and export of lithium thionyl chloride batteries, effective January 1, 2026, allowing batteries with a filling content of less than 1 kilogram to bypass certain approval processes [1] - The optimization of regulatory measures aims to align with international standards, enhance trade facilitation, and support the integration of related industries into global supply chains, thereby boosting international competitiveness and promoting high-quality development of lithium thionyl chloride batteries and related industries [1] - Lithium thionyl chloride batteries are characterized by high energy density and long storage life, with energy densities reaching 590 W·h/kg and 1100 Wh/L, and are widely used in smart instruments, medical devices, and scientific instruments [1] Group 2 - In 2024, China's lithium thionyl chloride battery production is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [1] - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with major export destinations including the US (30%), Germany (15%), and Japan (12%) [2] - Leading companies in the lithium thionyl chloride battery sector include Yiwei Lithium Energy, which has national champion products, and Penghui Energy, which offers a range of primary batteries [2]

锂亚硫酰氯电池监管大变革,下周解禁市值“触底”引关注! - Reportify