锂电行业周报：首届锂电池大会举办，亿纬锂能发布新产品

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry [1]. Core Insights - The first Lithium Battery Conference was successfully held on June 18, 2024, with approximately 300 industry experts discussing the current status and trends in lithium battery development [5]. - EVE Energy launched a comprehensive lithium battery solution covering smart living, green transportation, energy transition, and future exploration [5]. - EVE Energy's new product, Omnicell, addresses fast charging, low-temperature performance, durability, and green recycling [5]. - The company has chosen a sulfide + halide composite technology route for solid-state batteries, with plans to introduce high-power, safe solid-state batteries by 2026 and gradually advance to 400 Wh/kg by 2028 [5]. Data Tracking Downstream - In May 2024, China's new energy vehicle sales reached 955,000 units, a month-on-month increase of 12% and a year-on-year increase of 33% [7]. Midstream - In May 2024, China's lithium battery production was 82.7 GWh, a year-on-year increase of 46% and a month-on-month increase of 6% [13]. Upstream - In May 2024, China's lithium carbonate imports were 24,600 tons, a year-on-year increase of 143% and a month-on-month increase of 16% [16]. Price Trends - As of June 21, 2024, the price of battery-grade lithium carbonate was 95,000-97,000 CNY/ton, while the price of square power cells (NCM) ranged from 0.42 to 0.5 CNY/Wh [18][23]. Industry and Company Dynamics - The report highlights key companies to watch in the lithium battery sector, including CATL, EVE Energy, and others, focusing on leading firms, new technologies, and solid-state battery developments [2]. - Recent industry news includes the approval of a construction permit for the Beijing Times Battery Base Project, a joint venture involving CATL and other partners [24]. - EVE Energy has received a notification from General Motors to supply 12V automotive low-voltage lithium batteries [26].