其一新型锂电池生产建设项目，位于 珠海市斗门区井岸镇顺宇路北侧，属于扩建项目，总投资3亿元，环保投资2000万元，用地（用海）面 积55750 平方米， 计划设生产线 24 条，新增3C消费类电芯1.3亿只/年。扩建后 3C消费类电芯总产能达5.124 亿只/年。 其二 冠宇AI+锂电池样品实验室（3C研发小样线）建设项目，位于 珠海市斗门区井岸镇珠峰大道209号，属于新建项目，总投资1亿元，环 保投资100万元，计划建设样品生产线，新增3C消费类电芯180万只/年。建设完成后，项目 3C消费类电芯总产能达12680 万只/年。 珠海冠宇业绩主要来源消费电池、动力及储能电池两大板块，主要以 消费电池为主。 倒计时8天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/汇创新能源/中兴派能/孚能科技/保力新/创明新能源/多氟 多/博力威/睿 ...

天奈科技688116 时间: 2025年7月3日星期四 52.77分综合得分 较强 趋势方向 主力成本分析 44.09 元 当日主力成本 45.02 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 5日主力成本 44.20 元 20日主力成本 42.44 元 跌停 0 次 北向资金数据 | 持股量374.04万股 | 占流通比1.08% | | --- | --- | | 昨日净买入-27.08万股 | 昨日增仓比-0.079% | | 5日增仓比-0.094% | 20日增仓比-0.985% | 技术面分析 46.64 短期压力位 44.31 短期支撑位 46.64 ★三只乌鸦★ 可能见顶回落 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流出9851.17万元 | | --- | | 占总成交额-22% | | 超大单净流出5674.60万元 | | 大单净流出4176.56万元 | | 散户资金净流出270.20万 | 关联行业/概念板块 中期压力位 41.46 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 化学 ...

中材科技在互动平台表示，公司正在开展相关技术储备和研究工作，已完成半固态锂电池隔膜配方开发 及上机试验。 ...

Core Viewpoint - The Ministry of Industry and Information Technology of China has introduced stringent safety standards for electric vehicle batteries, emphasizing the need for "non-flammability and non-explosiveness," which will be implemented from July 1, 2026. This raises the safety performance requirements for lithium batteries, particularly the separators, which are crucial for enhancing battery safety [1]. Industry Overview - In 2024, 380,700 new energy vehicles were recalled due to fire risks, with 74% (283,000 vehicles) directly related to battery issues. Most fire incidents were caused by mechanical damage to the separator during collisions, leading to internal short circuits and thermal runaway [1]. - The core cause of fires is short circuits, and the separator acts as a physical barrier between the positive and negative electrodes. Its strength and thermal stability are critical for safety [1]. Separator Safety Challenges - Innovations in separators have primarily focused on functional coating improvements, with 72% of global lithium battery separator patents from 2018 to 2023 related to coating technology. In contrast, core innovations in base film performance only accounted for 18%, leading to a persistent "safety-energy-lifetime" dilemma in the lithium battery industry [1][2]. - The innovation in base films is essential to overcome the industry's safety bottlenecks, as highlighted by the need to return to base film innovation as a core research and development strategy [2]. Technical Barriers - Three major technical barriers must be overcome for base film innovation: precise control of polymer crystallization orientation, nano-level regulation of micropore structures, and stability in stretching processes for mass production consistency [2]. Company Innovations - Enjie Co., as a global leader in separators, has proactively focused on base film innovations since 2016, achieving significant breakthroughs in molecular chain structure reconfiguration. This has resulted in a revolutionary design that enhances safety and performance, with the breaking temperature of high-safety base film products increasing from 150°C to 230°C [3]. - Enjie’s 5μm base film has a puncture strength exceeding 550gf, maintaining high strength even at extreme thinness, thus providing dual insurance for battery safety [3]. Product Matrix - Enjie has developed a comprehensive ecosystem of high-safety separator products, including the X series high-safety base films and various coated separators designed to withstand high temperatures and enhance safety [5]. - The upcoming implementation of new national standards is expected to drive profound changes in the separator industry, with companies capable of self-research in base films gaining significant supply chain leverage [5]. Future Implications - The ongoing "fundamental scientific revolution" in base film innovation is reshaping the safety boundaries of lithium batteries, opening possibilities for future high-energy-density batteries [6].

近年来随着新能源汽车行业的爆发带动上游锂电池材料行业快速发展。作为全球锂离子电池电解液溶剂 龙头企业，海科新源也受益匪浅，已形成了完善的产品矩阵，也进一步奠定了海科新源在锂电池电解液 和精细化学品领域的领先地位。特别是在"锂电池材料+消费化学品"双轮驱动的战略背景下，如何平衡 两大业务资源分配和协同发展？公司又迎来了哪些变化？未来又有哪些新的举措来应对变化？ 本期和讯《看多中国》栏目深入探访海科新源，与海科新源总经理马立军围绕公司"锂电池材料+消费 化学品"双轮驱动战略、业绩、海外业务布局等话题进行了沟通交流。 双轮驱动战略成效显著 近年来，新能源汽车展示了巨大的发展潜力，2025年仍保持20%快速增长，带动锂离子电池电解液溶剂 需求持续增长，这也给海科新源的业务快速发展提供了强有力的市场基础。 海科新源总经理马立军表示，近年来海科新源"锂电池材料+消费化学品"双轮驱动战略成效显著，主要 得益于新能源行业的快速发展以及消费化学品的稳健增长。双轮驱动战略使公司在新能源市场高增长的 同时，通过消费化学品的稳定性规避单一市场波动风险，成效显著。 在消费化学品领域，公司溶剂业务已成为全球行业龙头，市占率领先。在特种化 ...

Group 1 - Ganfeng Lithium has completed the acquisition of 100% equity in Mali Lithium, marking a significant step in its lithium resource layout in Africa [1] - The Goulamina lithium spodumene project, with an annual production capacity of 506,000 tons of lithium concentrate, has officially commenced production, indicating a transition to substantial output [1] - This acquisition strengthens Ganfeng Lithium's position in the global lithium market and lays a solid foundation for future growth, contributing to the stability of its global lithium supply chain [1] Group 2 - Tianci Materials' subsidiary has filed a lawsuit for trade secret infringement against several companies, with an expected economic loss of 887 million yuan and legal fees of 1.15 million yuan [2] - The lawsuit is anticipated to have no direct negative impact on the company's current profits, but the case's outcome will be determined by the court [2] - The significant amount involved in the lawsuit may affect investor sentiment, and the market will closely monitor the case's progress and its long-term implications for the company [2] Group 3 - Fulian Precision has signed a cooperation framework agreement with Sichuan Development Longmang to establish a joint venture for high-pressure dense lithium iron phosphate cathode materials and precursor projects [3] - The joint venture aims to build a 100,000 tons/year high-pressure lithium iron phosphate project and a 100,000 tons/year lithium dihydrogen phosphate precursor project, enhancing Fulian Precision's capacity in the lithium battery materials sector [3] - This collaboration reinforces Fulian Precision's position in the core supply chain of new energy vehicle components and is expected to contribute to regional economic development [3]

东莞证券股份有限公司 关于广东博力威科技股份有限公司 上海证券交易所科创板公司管理部： 广东博力威科技股份有限公司（以下简称"公司"或"博力威"）于近日收 到贵所下发的《关于对广东博力威科技股份有限公司 2024 年年度报告的信息披 露监管问询函》（上证科创公函【2025】0213 号，以下简称"问询函"）。根 据问询函，东莞证券股份有限公司（以下简称"保荐机构"）对涉及发表意见的 问题进行了核查，现就问询函所涉及问题回复如下： 在本问询函相关问题的核查意见中，若合计数与各分项数值相加之和或相乘 在尾数上存在差异，均为四舍五入所致。 问题 1.关于经营业绩 公司主要从事锂离子电池研发、制造与销售，2024 年公司实现营业收入 同比减少 21.95%；归母净利润-0.97 亿元，上年同期为-0.34 亿元，连续亏损且 亏损规模扩大。年报称，主要系因下游企业去库存、原材料价格下降、计提应 收账款坏账准备等因素，对公司经营业绩产生影响。 请公司：（1）结合公司产品的供需情况、产品价格、销量及原材料成本波 动情况等因素，量化分析不同产品（轻型车用锂离子电池、消费电子类电池、 储能电池等）收入及毛利率变动的具体驱动因素 ...

碳酸锂湖南企业调研 研究员 吴江 投资咨询号：Z0016394 碳酸锂产业在过去的三年经历了从 60 万跌落至 6 万的历史性行情，在这一过程中产业各环节经营状况 经历了巨大变化，针对价格的巨大变化，产业将做出何种应对，碳酸锂价格底部将出现在什么区域。针对 市场关心的这些问题，6 月中旬在北京期货商会的组织下，我们去往湖南长沙，开始对以长沙为中心的碳 酸锂产业相关的产学研环节进行详尽调研。 经过一系列调研活动，得到基本结论主要有：①回收环节和锂云母作为成本最为敏感的供应链环节， 目前处于压力最大的阶段，成本高企和利润倒挂、亏损持久，导致难以维持正向现金流，行业加速洗牌处 于进行时；②行业整体仍对长期前景乐观，但这一情绪可能干扰行业周期正常进行，干扰企业根据客观实 际降低开工控制产能，实际出清时间和价格下方空间如无政策托底，可能将更为漫长；③期货工具的运用 是部分企业逆境中生存的关键，在行业逆风期我们更应抓住时间窗口，雪中送炭，加强期货服务产业的力 度，帮助企业更好的度过周期。 碳酸锂贸易企业 A 2011 年 5 月成立，2015 年转向新能源，之前是做 pvc 和纯碱，产品还包括镁。现在主要产品是碳酸锂， ...

站在当前时点展望下半年，锂电行业周期底部虽已探明，但以电解液为代表的产业链环节的需求具有不 确定性，并且供给出清漫长，或导致材料制造商下半年仍面临经营压力。 净利润预亏5200万元到6000万元，今年上半年，昔日锂电"明星股"石大胜华（603026.SH）仍未摆脱亏 损的困境。 站在当前时点展望下半年，锂电行业处于缺乏积极信号的空窗期。周期底部虽已探明，但以电解液为代 表的产业链环节的需求具有不确定性，并且供给出清漫长，可能会导致材料制造商下半年仍面临经营压 力。 截至7月2日收盘，石大胜华报收36.78元，总市值75亿元，相较历史最高价345.95元（前复权），已累计 回撤92.52%。 产品跌价致使二季度续亏 石大胜华二季度的亏损，可能出现了加剧的情况。 披露数据显示，今年一季度，石大胜华净利润亏损2853.89万元，按照上半年预亏上限计算，该公司二 季度亏损约3146万元。 石大胜华解释，上半年净利润预亏，主要有三方面因素：第一、武汉基地电解液装置产品正处于客户导 入阶段，产量未达产，固定费用偏高；第二、当期甲基叔丁基醚系列产品因产品价格下降导致利润降 低；第三，二季度氟化锂和氟化锂的原材料碳酸锂产品价 ...

Core Viewpoint - The article highlights the growth trends in the lithium battery and energy storage industries, emphasizing the increasing production and sales of new energy vehicles, particularly in the commercial vehicle sector, and the anticipated expansion of production capacity in various material segments. Group 1: Lithium Battery Production and Sales - In July, the overall production of batteries in China exceeded 130 GWh, marking a nearly 40% year-on-year increase; the production of negative electrodes, separators, and electrolytes saw a 2% month-on-month increase, while positive materials experienced a decline [1][3] - The sales of new energy heavy trucks in China reached 30,000 units in the first quarter of 2025, representing a 176% year-on-year growth, with a market penetration rate of 11.51%; the total sales for 2025 are expected to reach 160,000 units, nearly doubling from the previous year [1][3] - In the passenger vehicle market, promotional activities in June supported growth, with companies like Leap Motor and XPeng Motors reporting significant year-on-year sales increases [1] Group 2: Energy Storage Market Dynamics - The reduction of tariffs in the U.S. has triggered a "rush to export," with China's energy storage cell exports expected to exceed 25 Wh, reflecting a 10% month-on-month increase; there is a surge in orders for solar-storage projects in the Middle East and a completion of inventory in Europe [2] - The current production trends indicate that the industry is at the bottom of the cycle, with positive signals for future demand recovery [3] Group 3: Material Segment Trends - The material segment is entering a recovery phase after two years of "volume increase and price decline"; prices and processing fees for lithium battery materials are expected to bottom out starting in the second half of 2024, with a new round of capacity expansion anticipated in 2025 [5] - The overall expansion of the lithium battery supply chain is expected to follow a "partial start, then overall promotion" rhythm, with lithium mines and lithium salts expected to catch up in the 2026-2029 period [5] Group 4: Industry Consolidation and Technological Advancements - The industry is experiencing increased concentration, with a trend of "big fish eating small fish," leading to a concentration of profits and influence among leading companies; solid-state batteries are signaling industrialization, with significant capacity expansions expected in 2025 [6] - In the first four months of 2025, over 50 GWh of new production capacity was added, with investments exceeding 20 billion yuan; six companies have established production lines exceeding 1.5 GWh [6]