高工锂电·2025-09-24 09:06Battery Industry - Ganfeng Lithium has achieved large-scale production of energy storage cells and has established long-term stable supply partnerships with several leading companies, with its energy storage cell production capacity now fully utilized [2] - Tianneng Co., Ltd. has launched a special battery in collaboration with JD Auto, offering free installation and a one-year warranty for quality issues, marking JD's first inclusion of two/three-wheeled electric vehicle batteries in its service network [3] - Yongtai Technology has reported a production capacity of 150,000 tons/year for its electrolyte, with production and sales scale increasing year-on-year, primarily serving leading lithium battery companies [9] Materials Industry - Enjie Co., Ltd. has completed the construction of its pilot production line for lithium sulfide and is currently ramping up production, focusing on self-supply while also sending samples to downstream customers for small batch shipments [6] - Ansun Resources has signed a final purchase agreement with LG Energy Solution to supply battery-grade lithium carbonate, with plans to deliver up to 4,000 dry metric tons annually starting in 2028, representing 40% of the project's initial annual production capacity of approximately 10,000 tons [8] Overseas Developments - The Trump administration is reportedly seeking to acquire a stake in Lithium Americas, with negotiations ongoing regarding a $2.3 billion loan from the U.S. Department of Energy, which was initially approved during the Biden administration [9]