莱州市与万华化学集团股份有限公司成功签署"万华莱州绿电产业园"项目投资协议。根据规划，万华化 学将在莱州投资建设年产65万吨磷酸铁锂项目，项目达产后，将为山东省动力电池、储能电池等新能源 产业发展提供关键材料支撑。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：莱州发改 日前，莱州市与万华化学集团股份有限公司成功签署"万华莱州绿电产业园"项目投资协议。 此次签约的万华莱州绿电产业园项目，是万华化学在新材料领域的重要布局，更是莱州产业发展的"强引 擎"。根据规划， 万华化学将在莱州投资建设年产65万吨磷酸铁锂项目， 项目达产后，将为山东省动力 电池、储能电池等新能源产业发展提供关键材料支撑。 万华化学集团股份有限公司，简称万华化学，成立于 1998年 ，位于山东省烟台市，是一家 全球化运营 的化工新材料 公司。 据悉，万华化学目前已实现第四代磷酸铁锂量产、第五代定型首发，其自主研发的新型铁锂烧结技术可生 产高压实密度产品，而该技术已被列入限制出口目录。莱州大规模项目能为技术迭代提供更多实践场景， 持续拉开与同行的技术差距，稳固其在行业内的技术地位。 如想了解更多关于磷酸铁锂行业信息， 欢 迎订购《 2025-2029年中国磷酸铁锂市场运行趋势及竞争 策略研究报告 》，订 购电话：18964001371（微信同）。 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3 ...

超大型矿用液压挖掘机是整机重量（含标准配置铲斗、基础附件及满油状态）超过 100 吨的特大型露天矿山专用挖掘装备，核心依托大功率发 动机驱动高压液压系统，通过精准液压控制实现铲斗的强力挖掘、提升、回转及装载动作。其结构设计聚焦重载工况与连续作业需求，采用高 强度耐磨材料与加固型底盘、动臂结构，可适配不同矿岩特性定制超大容量铲斗或破碎锤等专用属具，主要应用于大型露天矿山的表土剥离、 大宗矿产（煤、铁、铜等）的规模化开采与装载核心工序，是支撑矿山高强度、高效率作业的关键设备。 据QYResearch调研团队最新报告"全球超大型矿用液压挖掘机市场报告2025-2031"显示，预计2031年全球超大型矿用液压挖掘机市场规模将达到 72.8亿美元，未来几年年复合增长率CAGR为8.3%。 图00001. 超大型矿用液压挖掘机，全球市场总体规模 来源：QYResearch 超大型矿用液压挖掘机研究中心 图00002. 全球超大型矿用液压挖掘机市场前11强生产商排名及市场占有率（基于2024年调研数据；目前最新数据以本公司最新调研数据为准） 来源：QYResearch 超大型矿用液压挖掘机研究中心。行业处于不断变动之中，最 ...

Report Industry Investment Rating No relevant content provided. Core View of the Report - The production of primary lead remains stable overall, but the shortage of raw material supply restricts further significant production growth. The supply of lead concentrate remains tight. The production of recycled lead shows signs of recovery, but the growth is less than expected. The supply of waste batteries is tight, which restricts the release of recycled lead production capacity. If environmental control remains stable and waste battery supply stays at the current level, recycled lead production is expected to maintain a stable growth trend. On the demand side, orders in the leading energy storage battery sector are relatively stable, supporting the demand for lead. However, due to the "trade - in" policy, the traditional replacement market is dull. Downstream battery enterprises face inventory pressure and are cautious in purchasing high - priced lead sources. Overall, the price of Shanghai lead is expected to fluctuate, and it is expected to maintain a weak oscillation today [3]. Summary by Related Catalogs Futures Market - The closing price of the Shanghai lead main contract is 17,115 yuan/ton, down 55 yuan; the 3 - month lead quotation on LME is 1,976.5 US dollars/ton, down 22 US dollars. The spread between the 01 - 02 month contracts of Shanghai lead is - 15 yuan/ton, down 20 yuan. The trading volume of Shanghai lead is 79,017 lots, down 1,395 lots. The net position of the top 20 in Shanghai lead is - 238 lots, an increase of 1,158 lots. The warehouse receipts of Shanghai lead are 0 tons, unchanged. The inventory of the Shanghai Futures Exchange is 34,735 tons, down 3,064 tons; the LME lead inventory is 236,925 tons, down 2,900 tons [3]. Spot Market - The spot price of 1 lead on the Shanghai Non - ferrous Metals Network is 16,975 yuan/ton, down 125 yuan; the spot price of 1 lead in the Yangtze River Non - ferrous Metals Market is 17,150 yuan/ton, down 130 yuan. The basis of the lead main contract is - 140 yuan/ton, down 70 yuan; the LME lead premium (0 - 3) is - 49.76 US dollars/ton, an increase of 1.81 US dollars. The price of lead concentrate (50% - 60%) in Jiyuan is 16,771 yuan, an increase of 166 yuan; the price of domestic recycled lead (≥98.5%) is 16,930 yuan/ton, down 140 yuan [3]. Upstream Situation - The monthly supply - demand balance of lead by WBMS is 22,000 tons, an increase of 45,500 tons. The monthly capacity utilization rate of recycled lead is 43.14%, an increase of 7.58%. The number of recycled lead production enterprises is 68, unchanged. The monthly output of recycled lead is 224,200 tons, a decrease of 67,500 tons. The average weekly operating rate of primary lead is 68.49%, a decrease of 13.32%. The weekly output of primary lead is 38,600 tons, a decrease of 1,700 tons. The processing fee of lead concentrate (60%) at major ports is - 100 US dollars/kiloton, unchanged. The monthly supply - demand balance of lead by ILZSG is - 2,500 tons, an increase of 3,100 tons. The monthly global lead ore production by ILZSG is 383,300 tons, an increase of 3,400 tons. The monthly lead ore import volume is 98,300 tons, a decrease of 52,300 tons [3]. Industry Situation - The monthly refined lead import volume is 3,812.24 tons, an increase of 2,304.32 tons. The average weekly domestic processing fee of lead concentrate to the factory is 340 yuan/ton, unchanged. The monthly refined lead export volume is 2,098.42 tons, an increase of 612.28 tons. The average daily price of waste batteries is 9,851.79 yuan/ton, a decrease of 46.42 yuan [3]. Downstream Situation - The monthly export volume of batteries is 45,661,000, a decrease of 350,000. The average daily price of lead - antimony alloy (for batteries, containing 2% antimony) is 19,400 yuan/ton, down 125 yuan. The daily Shenwan industry index of batteries and other power sources is 1,934.16 points, down 13.49 points. The monthly automobile production is 3.279 million vehicles, an increase of 52,000. The monthly new energy vehicle production is 1.71 million vehicles, an increase of 130,000 [3]. Industry News - Trump may reduce tariffs on some over - priced goods and considers an immediate interest - rate cut as the "touchstone" for choosing the new Fed chairman. Trump starts the final round of interviews for the Fed chairman this week, with Hassett leading. Hassett believes the Fed has enough room for a significant interest - rate cut. The US job openings in October reached the highest level in five months, but recruitment remains sluggish. The Thailand - Cambodia conflict continues. Zelensky refuses to "cede territory" and will submit an updated peace proposal to the US on the 10th. Ukraine is consulting with the US and Europe on three key documents, and the US is pressuring Zelensky to make a quick decision. The Reserve Bank of Australia keeps the interest rate at 3.6% as expected, emphasizing the upward risk of inflation, and the market expects the interest - rate cut cycle may end [3].

Core Viewpoint - The surge in copper prices is driven by a significant supply-demand imbalance, with demand outpacing supply due to various industrial needs, particularly in the renewable energy and AI sectors [3][10][28]. Supply Side - Global copper ore quality is deteriorating, with the average copper extraction rate dropping from 1.2% in 2010 to an expected 0.8% by 2025, leading to higher extraction costs and slower mining progress [6]. - Major institutions predict that global copper supply will only grow by 1.5% annually from 2025 to 2030, which is insufficient to meet rising demand [6]. Demand Side - The demand for copper has doubled due to rapid advancements in the renewable energy and AI industries, with electric vehicles requiring 80 to 120 kilograms of copper, significantly more than traditional vehicles [8]. - The global demand for copper is projected to grow at approximately 3% this year, which is more than double the supply growth rate [10]. Price Trends - Copper prices reached a record high of $11,705 per ton on December 5, indicating a strong upward trend driven by the supply-demand imbalance [4][12]. - The long-term outlook for copper prices suggests a likely continued upward trend due to ongoing industrial needs and supply constraints [12][28]. Strategic Importance - Copper is a critical strategic material for various industries in China, including power, home appliances, and transportation, with a significant reliance on imports due to domestic resource scarcity [18][20]. - China's copper reserves are only 41 million tons, accounting for 4.1% of global reserves, leading to a high dependency on imports from politically sensitive regions [20][22]. Geopolitical Risks - China's reliance on foreign copper resources poses a risk of supply disruptions, especially given that over 80% of its copper ore imports come from geopolitically sensitive areas [22]. - The U.S. has classified copper as a national security resource, initiating investigations to limit China's access to high-grade copper ore and critical smelting equipment [22][24]. Mitigation Strategies - To address the copper supply challenges, China is focusing on diversifying overseas mining operations and enhancing copper recycling efforts [24][26]. - By 2030, China's recycled copper production is expected to exceed 9.5 million tons, which could significantly bolster national copper resource security [26].

科技日报记者 夏凡 通讯员 单宋佳 清晨的阳光洒在浙江宁波市象山县高塘岛乡的滩涂上，大唐长大涂渔光互补光伏电站的64万块光伏 板在阳光下闪着光芒，电流从这里源源不断汇入电网。与此同时，在距此不远的石浦东南海域，国电象 山1号海上风电场的97台巨型风机叶片迎着海风匀速转动，将风能转化为清洁电力。这幅"光风相济"的 图景，是象山新能源产业蓬勃发展的生动写照。 象山的新能源"突围"，始于对自然资源的深度挖掘。 数据显示，象山东部外海2000多平方公里海域年平均风速达7.5米/秒，滩涂与屋顶年日照时数超 2000小时，是发展风电、光伏的"黄金区域"。依托这一优势，当地锚定绿色转型方向，持续推动大型新 能源项目落地。大唐长大涂光伏项目每年可输送3.4亿千瓦时绿电，满足11万户居民一年用电需求；国 电象山1号海上风电场一期254.2兆瓦机组年发电量7亿千瓦时，二期504兆瓦项目年发电量达16亿千瓦 时。 位于象山经济开发区的锦浪科技股份有限公司，是光伏逆变器领域的领军企业。在该公司生产车 间，一台台光伏逆变器经过智能检测后下线，发往全球各地。该公司相关工作人员介绍，正是象山旺盛 的新能源需求，为他们提供了研发迭代的试验场 ...

北京商报讯（记者张茜琦）佛塑科技日前发布重大资产重组草案，拟以发行股份及支付现金方式收购金 力股份100%股权。金力股份主营湿法基膜及涂覆隔膜，2024年国内湿法隔膜市占率18%，居行业第 二。下游新能源车和储能需求旺盛，2025年上半年国内隔膜出货量136亿平，同比增49%，湿法占比超 八成，价格已止跌回稳。 金力股份先行布局70%以上产能为2023年后投产的大宽幅先进产线，可稳定量产5μm及以下超薄高强度 隔膜，GGII预计2025-2027年国内湿法隔膜年复合增速约19%，2027年需求将达295亿平。交易完成后， 金力股份将借助上市平台扩宽融资渠道，进一步放大规模效应，巩固高端市场先发地位，佛塑科技由此 切入锂电池隔膜赛道，分享新能源产业持续成长红利。 ...

Core Viewpoint - The Guangzhou Futures Exchange (GFEX) is leveraging its position as a key financial infrastructure to support the development of the green economy and low-carbon transition through various futures products and services [1][2]. Group 1: Development and Product Offerings - GFEX has launched five futures products related to new energy, including industrial silicon, lithium carbonate, polysilicon, platinum, and palladium, establishing a preliminary domestic futures market for new energy metals [2][3]. - As of October 2025, the average daily trading volume for industrial silicon, lithium carbonate, and polysilicon futures exceeds 300,000 contracts, indicating a significant increase in market activity and effective price discovery [2][3]. - The introduction of platinum and palladium futures on November 27 has further enriched the futures tools available to support the stable development of the new energy industry, with a trading volume of 100,900 contracts and a transaction value of 42.28 billion yuan on the first day [2][3]. Group 2: Supporting the Real Economy - GFEX has implemented a "Green to New" industry service plan to enhance market participation among industrial enterprises, with over 90 listed companies announcing hedging strategies involving industrial silicon, lithium carbonate, and polysilicon futures [3]. - The exchange has conducted over 1,200 training events, reaching more than 130,000 participants, to improve the futures utilization levels among industry enterprises [3]. Group 3: Internationalization and Market Influence - GFEX aims to build an innovative, market-oriented, and internationalized futures exchange, with its core products gaining initial international recognition and acceptance [4][6]. - The exchange has established communication with over 10 overseas exchanges and is actively deepening dialogue and cooperation in the international green finance sector [4]. - GFEX plans to enhance its international influence by gradually introducing qualified foreign investors and exploring settlement price authorization with foreign exchanges for its key products [4][6]. Group 4: Future Development Goals - GFEX is focused on creating a futures market that aligns with the green low-carbon transition, with plans to develop futures and options for lithium hydroxide and to expand into the photovoltaic, wind power, and energy storage sectors [5][6]. - The exchange will strengthen its risk prevention systems to ensure stable market operations amid complex domestic and international conditions [5]. - GFEX aims to enhance the "China Price" influence in the global market by tapping into the international potential of its related products [6].

11月份中国大宗商品价格指数为114.1点，环比上涨0.8%，同比上涨1.6%。 中国物流与采购联合会今天（5日）公布11月份中国大宗商品价格指数。从指数运行情况看，连续七个月实现环比上升，且好于去年同期水平。 分行业看，得益于全球新能源产业快速发展，以及国内高技术制造业持续保持扩张，有色金属价格指数继续走高，环比上涨1.4%。随着冬季取暖需求季节 性增长及部分农产品供应偏紧等影响，能源价格指数和农产品价格指数止跌反弹，环比分别上涨1.2%和0.9%。 总体来看，大宗商品市场景气水平继续回升，保持稳中向好态势。这表明在国家各项稳经济措施的协同发力下，国内经济的内生动力和韧性正稳步增强，新 旧动能转换进一步加快，为实现全年经济增长目标提供了有力支撑。 在中国物流与采购联合会重点监测的50种大宗商品中，11月价格环比上涨的大宗商品有25种。其中碳酸锂、焦炭和瓦楞纸涨幅居前，较上月分别上涨15%、 7.2%和7.1%。 ...

Core Viewpoint - The company has signed a processing agreement with Qinghai Fudi to produce 80,000 tons per year of lithium iron phosphate, which is expected to positively impact the company's performance [2][4][12] Group 1: Agreement Overview - The agreement is between Hubei Xingsheng New Materials Co., Ltd. and Qinghai Fudi Industrial Co., Ltd. for the processing of lithium iron phosphate [2][4] - The processing fee will be paid by Qinghai Fudi, and the agreement has a duration of two years with an option for a one-year extension [2][4] - This agreement does not require approval from the company's board or shareholders and is not classified as a related party transaction or a major asset restructuring [2][4] Group 2: Counterparty Information - Qinghai Fudi is a wholly-owned subsidiary of BYD Co., Ltd., established on July 20, 2016, with a registered capital of 100 million yuan [5][6] - The company specializes in battery manufacturing, electronic materials, and recycling of used batteries [5] Group 3: Impact on Company - The agreement is seen as a recognition of the company's lithium iron phosphate production technology and product quality, which will help in accumulating production experience and expanding customer resources [12] - The company's main business includes fine phosphorus chemical products, and it has recently entered the new energy sector, with the new energy segment accounting for approximately 3% of total revenue from January to September 2025 [12] - The execution of this agreement is expected to enhance the capacity of the new energy segment and positively influence the company's operational performance [12]