Venture(US:VEMLY) Mei Ri Jing Ji Xin Wen·2025-12-31 03:35Group 1 - Several lithium iron phosphate companies, including Hunan Youneng, Wanrun New Energy, Defang Nano, and Anda Technology, have announced production line maintenance, with a reduction scale expected between 0.3 to 3.5 million tons, and maintenance duration of about one month [1] - Lithium carbonate prices continue to rise, reaching 111,900 yuan per ton this weekend, an increase of 17,400 yuan per ton compared to two weeks ago [1] - Prices for ternary cathodes, lithium iron phosphate cathodes, and wet separators have also increased, along with a rise in battery cell prices [1] Group 2 - The solid-state battery industry is accelerating, with XINWANDA Power signing a strategic cooperation framework agreement with Zhongwei Co., and QuantumScape signing a joint development agreement with a top ten global automaker [1] - Major contracts in the lithium battery supply chain are increasing, with CATL signing a ten-year deep cooperation agreement with Lantu and a three-year 50GWh energy storage cooperation memorandum with Siyuan Electric [1] - European new energy vehicle sales have shown strong growth, with a year-on-year increase of 41% in November across nine European countries, achieving a penetration rate of 34.6%, while domestic new energy vehicle sales increased by 21% year-on-year, with a penetration rate of 53.2% [1] Group 3 - The ChiNext New Energy ETF Guotai (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20%, selecting innovative enterprises in renewable energy, clean energy technology, and equipment manufacturing to reflect the overall performance of companies with technological advantages and sustainable development potential in the new energy sector [1]