wanhua(SH:600309) 鑫椤锂电·2025-12-12 08:11Industry Highlights - Liontown has signed a sales agreement to supply 150,000 wet metric tons of lithium spodumene to China's Tianhua New Energy from its Kathleen Valley project between 2027 and 2028 [1] - Cobalt prices have surged by 150% this year, with the Democratic Republic of Congo's exports still not recovering due to new royalty fees and complex approval processes [2] - Mozambique is set to inaugurate its first graphite factory with an investment of over $100 million, expected to produce approximately 200,000 tons of graphite annually [3] - Wanhu Chemical has signed an investment agreement to build a 650,000-ton lithium iron phosphate project in Laizhou, which will support the development of new energy industries in Shandong Province [4] - A total order exceeding 10 GWh has been confirmed for GAC Aion's European models, which will feature Fudi Technology's SPS lithium iron phosphate battery system [6] Market Prices - Domestic lithium carbonate prices have slightly increased, influenced by the suspension of mining activities in Nigeria and delays in the resumption of operations at Ningde's Jianshan mine [7] - As of December 11, battery-grade lithium carbonate is priced at 94,500-96,500 yuan per ton, while industrial-grade is at 93,000-94,000 yuan per ton [8] - The price of ternary materials has also seen a slight increase, with a projected 5% decrease in production for December [9] - Phosphate iron lithium prices have been adjusted upwards by 1,000 yuan per ton, with a confirmed upward trend in pricing as production expansion plans are announced by major manufacturers [11] Energy Storage Developments - The National Development and Reform Commission and the National Energy Administration have issued a plan aiming for over 180 million kilowatts of new energy storage capacity by 2027, marking a shift towards market-driven growth [18]