碳酸锂日报 碳酸锂日报（2025 年 6 月 19 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | 2025-06-18 2025-06-17 | | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 59880 | 59860 | 20 | | | | 连续合约收盘价 | 元/吨 | 60480 | 60220 | 260 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 622 | 622 | 0 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 695 | 695 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1225 | 1225 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5660 | 5660 | 0 | | | | ...

Group 1 - The Hunan Lithium Resource Innovation Application Conference was held in Chenzhou, showcasing five new technological achievements in the lithium battery industry, opening new perspectives for lithium resource applications [1][3] - The conference was co-hosted by the Hunan Provincial Department of Industry and Information Technology and the Chenzhou Municipal People's Government, gathering experts and industry leaders to discuss lithium industry innovations and energy development [3] - Hunan Jiusen New Energy Co., Ltd. presented research results on all-solid-state batteries and semi-solid-state batteries, while Hunan Meite New Materials Technology Co., Ltd. showcased high-nickel cathode materials for solid-state batteries [3] Group 2 - Chenzhou is positioned as a "bridgehead" for Hunan's lithium battery new energy industry, leveraging its rich and high-quality lithium ore resources to drive innovation and green development [4] - The Hunan Provincial Government has implemented measures to support the high-quality development of the lithium battery new energy industry in Chenzhou, with ten robust initiatives [4] - The lithium battery new energy industry in Chenzhou is projected to achieve an output value of 78.897 billion yuan in 2024, with 199 lithium battery scale enterprises clustered in the region [4]

斥资10亿元布局金属锂 【 导读】大中矿业 拟 投资10亿元建设锂电项目，自2022年布局以来该业务尚未有业绩贡献 中国基金报记者 牛思若 曾因"天价"买锂矿而备受关注的大中矿业再度出手。 6月18日，大中矿业发布 公告称，公司拟在临武县建设"年产3000吨金属锂电池新材料项 目"，项目总投资10亿元。 2024年，大中矿业营收、净利双双下滑， 在传统铁矿业务承压的背景下，大中矿业正全力推 进锂矿项目，以期 开拓 第二增长曲线。然而，大中矿业为了进军锂矿耗资不菲， 但 其重金 投入的锂矿项目尚未实现业绩转化，叠加锂资源行业周期性波动与碳酸锂价格持续 下 探，项 目长期回报的确定性面临严峻考验。 大中矿业表示， 金属锂电池材料具有高比容量的显著优势，是高性能电池的重要原材料，符 合新能源产业升级的发展趋势。 此外，大中矿业称， 目前 公司 在临武县拥有324万吨碳酸锂当量，并配套建设了锂矿采选及 碳酸锂加工项目，形成了采选冶于一体的完整产业链，搭建起锂电新能源材料产业基础。 主营业务承压 6月18日， 大中矿业 发布 公告称，公司与临武高新技术产业开发区管理委员会签署《投资协 议书》，拟投资10亿元建设"年产3 ...

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 池高镍化和高压化的技术趋势下，已经有多个代表性电池厂商开始使用LiFSI来改善电池性能。 而作为LiFSI市场占有率最高的企业，天赐材料此轮扩建可满足快充、大圆柱、固态等各类迭代发 展中的电池技术的激增需求。同时，天赐可通过规模化量产进一步降低LiFSI生产成本，进一步巩 固市场竞争力。 6月25-26日 ， 第十八届高工锂电产业峰会 将在 常州金坛万豪酒店 举办。 天赐材料董事长徐金富 将出席并作主题演讲。 近期，天赐材料在全球范围内的关键项目接连传来新进展。 6月11日天赐材料晚间公告，公司与摩洛哥王国政府签署了《投资协议》。该协议涉及 在摩洛哥投 资建设年产15万吨电解液及其关键原材料的综合基地， ...

Suspension - *ST Huamei: The controlling shareholder Shanghai Pengsheng Technology Industry Co., Ltd. is planning a significant matter regarding the transfer of company shares, which may lead to a change in control of the company, resulting in stock suspension [1] Restructuring, Mergers, Acquisitions, and Private Placements - Konggang Co., Ltd.: Plans to sell 80% equity of Tianyuan Construction to its controlling shareholder, constituting a major asset restructuring [2] - Wolong Nuclear Material: Plans to purchase 25% equity of Changyuan Electronics for 340 million yuan; after the completion of this equity purchase, the company's shareholding in Changyuan Electronics will change from 75% to 100% [2] - Kangda New Materials: Plans to raise no more than 585 million yuan through a private placement for the expansion project of 80,000 tons/year electronic-grade epoxy resin, R&D center, and military electronic composite materials project, as well as to supplement working capital [2] Shareholding Changes, Increases, Transfers, and Buybacks - Huate Dain: Received a stake increase from Guo Weisong, with the shareholding ratio reaching 5% [3] - Lantian Gas: The controlling shareholder Lantian Group plans to increase its holdings by 100 million to 150 million yuan [4] - Aikedi: Plans to repurchase company shares for 100 million to 200 million yuan [5] - Liyang Chip: Shareholder inquiry transfer pricing at 15.59 yuan/share [6] - Donghu Gaoxin: Tianfeng Tiancai Asset Management Plan intends to transfer 1.26% of shares to the indirectly controlling shareholder LianTou Group [7] - Qizhong Technology: Plans to repurchase shares for 75 million to 150 million yuan [8] External Investments and Daily Operations - Small Commodity City: Plans to establish a wholly-owned subsidiary in Hong Kong and apply for a Hong Kong TCSP license to provide financial solutions for cross-border trade through the "Yi Payment" platform [9] Performance Changes - Qingda Environmental Protection: Expected operating income in the first half of 2025 is between 900 million to 1.25 billion yuan, a year-on-year increase of 75.12% to 143.22%, driven by increased delivery of energy-saving environmental treatment system products [12] - Obi Zhongguang: Expected cumulative operating income from January to May 2025 is approximately 363 million yuan, a year-on-year increase of about 117.18%; net profit attributable to the parent company is around 55 million yuan, an increase of approximately 86.44 million yuan [12]

Group 1 - The core viewpoint of the article emphasizes the growth and development trends of the lithium battery charging and discharging integrated machine market, highlighting its significance in various applications such as communication, power, petrochemicals, and new energy vehicles [3][4][6]. Group 2 - The lithium battery charging and discharging integrated machine industry is categorized into high voltage, medium voltage, and low voltage types, each showing distinct growth trends from 2019 to 2031 [3][4]. - The market is projected to experience significant growth, with a detailed analysis of the scale and revenue trends across different product types and applications [4][6]. - The industry is influenced by various factors, including technological advancements, regulatory policies, and market demand, which are critical for its future development [4][6][7]. Group 3 - Global supply and demand dynamics for lithium battery charging and discharging integrated machines are analyzed, with forecasts extending to 2031, indicating a robust increase in production capacity and utilization rates [4][5][6]. - The Chinese market is expected to play a pivotal role, with its production capacity and output projected to account for a significant share of the global market by 2031 [5][6][12]. Group 4 - The competitive landscape of the lithium battery charging and discharging integrated machine market is characterized by several key players, with market share and revenue data provided for major manufacturers [5][6][12]. - The analysis includes a breakdown of sales revenue and market share for different regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [5][6][12]. Group 5 - The article discusses the pricing trends of lithium battery charging and discharging integrated machines, indicating fluctuations and projections for the coming years [6][12]. - A SWOT analysis of Chinese enterprises in the industry is presented, highlighting strengths, weaknesses, opportunities, and threats that could impact their market positioning [6][12].

碳酸锂日报 碳酸锂日报（2025 年 6 月 18 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约涨 0.74%至 59869 元/吨。现货价格方面，电池级碳酸锂平均价跌 50 元/ 吨至 60450 元/吨，工业级碳酸锂平均价跌 50 元/吨至 58850 元/吨，电池级氢氧化锂（粗颗粒）下 跌 280 元/吨至 59670 元/吨，电池级氢氧化锂（微粉）跌 280 元/吨至 64820 元/吨。仓单方面，昨 日仓单库存减少 330 吨至 31713 吨。 2. 供应端，周度产量环比增加，6 月产量供应环比增速明显。需求端，碳酸锂实际消耗量环比小幅增 加。库存端，周度库存重回增加，下游小幅减少，上游和中间环节有所增加。综合来看，需要考虑 的是，一方面，当前矿山端并未有新的停减产动作，同时，从国内排产来看，6 月过剩格局将进一 步扩大；另一方面，锂矿的价格表现相对滞后，如果锂盐价格快速走强，生产和套保动力将再次显 现，对价格进一步产生压力。 3. 当前价格水平基本处在阶段性底部区间，多空博弈加剧，价格可能会受到资金扰 ...

五矿新能源材料(湖南)股份有限公司 声 明 ? 本次评级为委托评级，中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次评级 行为独立、 客观、公正的关联关系。 五矿新能源材料(湖南)股份有限公司 编号：信评委函字2025跟踪 0531 号 ? 本次评级依据评级对象提供或已经正式对外公布的信息，以及其他根据监管规定收集的信息，中诚信国 际按照相关 性、及时性、可靠性的原则对评级信息进行审慎分析，但中诚信国际对于相关信息的合法性、真实性、 完整性、准 确性不作任何保证。 ? 中诚信国际及项目人员履行了尽职调查和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正 的原则。 ? 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判断，未 受评级委托 方、评级对象和其他第三方的干预和影响。 ? 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用，并不意味着中诚信国际实 质性建议任 何使用人据此报告采取投资、借贷等交易行为，也不能作为任何人购买、出售或持有相关金融产品的依 据。 ? 中诚信国际不对任何投资者使用本报告所述的评级结果而出现的任何损失负责，亦 ...

Group 1 - The stock of Jinbo Co., Ltd. (688598) has a comprehensive score of 37.15, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 23.09 CNY, with a 5-day average of 23.08 CNY, a 20-day average of 24.17 CNY, and a 60-day average of 25.67 CNY [1] - Over the past year, the stock has not experienced any limit-up or limit-down events [1] Group 2 - On June 17, 2025, the net inflow of main funds was 2.18 million CNY, accounting for 2% of the total transaction volume [2] - The stock has a short-term resistance level at 23.73 CNY and a support level at 22.62 CNY, while the mid-term resistance is at 26.85 CNY and support at 22.62 CNY [2] - The stock is associated with sectors such as photovoltaic equipment (0.24%), solid-state batteries (1.05%), lithium batteries (0.48%), and new materials (-0.23%) [2]

碳酸锂日报 碳酸锂日报（2025 年 6 月 17 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | | 2025-06-16 2025-06-13 | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 59780 | 59940 | -160 | | | | 连续合约收盘价 | 元/吨 | 60000 | 59980 | 20 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 624 | 629 | -5 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 695 | 695 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1225 | 1225 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5660 | 5660 | 0 | | | ...