近日外媒消息称，LG财团计划取消一项超600亿元人民币的投资，该笔投资项目位于印尼，于2020年末签订，原投资计划涵盖电池制造过程 的多个环节。 报道称， 该财团包括LG新能源、LG化学、LX国际公司和其他合作伙伴，此前一直在与印尼政府和国有企业合作，为电动汽车电池建立"端到 端价值链"。 本次决定撤回的 印尼电动汽车电池供应链项目， 价值142万亿印尼盾（约84.5亿美元，折合人民币为617亿元） ， 计划涵盖从原材料采购 到生产前体、正极材料和制造电池的整个过程。 目前，由于 全球电动汽车需求暂时放缓或停滞不前，该财团已与印尼政府协商，决定撤回该项目。 对此， LG新能源表示，公司 考虑到市场状况和投资环境，决定退出该项目。不过将继续与现代汽车集团合作的现代LG印尼绿色动力（HLI Green Power）电池工厂等现有业务。 据了解， HLI项目位于 雅加达附近的卡拉旺产业集群，与现代汽车的现有汽车生产基地相邻， 2024年7月，该合资工厂正式落成，成为 印 尼首座电动汽车电池电芯生产厂，电池产能达到10GWh。 同时，LG新能源与 现代还计划启动二期项目以扩大电池产能，产能可能扩容至20 GWh。 从 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - The price of the lithium carbonate futures 2505 contract dropped 0.4% to 70,500 yuan/ton yesterday. The average price of battery - grade lithium carbonate remained at 71,550 yuan/ton, and the industrial - grade lithium carbonate remained at 69,650 yuan/ton. The price of battery - grade lithium hydroxide (coarse particles) decreased by 50 yuan/ton to 68,900 yuan/ton, and the battery - grade lithium hydroxide (micropowder) decreased by 50 yuan/ton to 74,025 yuan/ton. The warehouse receipt inventory remained at 29,262 tons [3]. - On the supply side, the weekly output of lithium carbonate decreased by 574 tons to 17,388 tons, mainly from spodumene - based lithium extraction. The expected output in April is nearly 80,000 tons, and the daily average output increased by 4% month - on - month. On the demand side, the output of ternary materials increased significantly month - on - month, the output of lithium iron phosphate remained the same month - on - month, and the daily average consumption of lithium carbonate increased by about 5% month - on - month. The inventory turnover days of ternary cathode materials increased slightly, and the inventory of lithium iron phosphate decreased slightly. The weekly inventory increased by 585 tons to 131,605 tons, with a decrease in other aspects and an increase in both upstream and downstream [3]. - The price is expected to fluctuate around 70,000 yuan/ton. In the short term, attention should be paid to the upstream production suspension and reduction, warehouse receipt inventory, and lithium ore price trends. In the medium term, the equilibrium price center will move down, the market purchasing activity is average, and the downstream finished product inventory pressure is relatively large [3]. 3. Summary by Relevant Catalogs 3.1 Daily Data Monitoring - Futures: The closing price of the main contract and the continuous contract of lithium carbonate futures was 70,500 yuan/ton, up 80 yuan from the previous day. The price of spodumene concentrate (6%, CIF China) remained at 809 US dollars/ton. The prices of various types of lithium mica and phospho - lithium - aluminum stone decreased to varying degrees. The average price of battery - grade lithium carbonate and industrial - grade lithium carbonate remained unchanged, while the prices of various types of lithium hydroxide decreased by 50 yuan/ton, except for the CIF price of battery - grade lithium hydroxide in China, Japan, and South Korea, which remained unchanged. The price of lithium hexafluorophosphate remained at 58,500 yuan/ton [5]. - Price differences: The price difference between battery - grade lithium carbonate and industrial - grade lithium carbonate remained at 1,900 yuan/ton. The price difference between battery - grade lithium hydroxide and battery - grade lithium carbonate decreased by 50 yuan/ton to - 2,650 yuan/ton. The difference between the CIF price of battery - grade lithium hydroxide in China, Japan, and South Korea and the SMM battery - grade lithium hydroxide price increased by 6 yuan/ton [5]. - Precursor and cathode materials: The prices of most ternary precursors and cathode materials remained unchanged, except for the prices of ternary material 622 (polycrystalline/consumer type) which decreased by 50 yuan/ton and ternary material 811 (power type) which decreased by 20 yuan/ton. The prices of various types of lithium iron phosphate, manganese acid lithium, and cobalt acid lithium remained unchanged [5]. - Cells and batteries: The price of 523 square ternary cells increased by 0.002 yuan/Wh, the price of 523 cylindrical ternary batteries increased by 0.02 yuan/piece, the price of square lithium iron phosphate cells decreased by 0.003 yuan/Wh, and the price of cobalt acid lithium cells increased by 0.05 yuan/Ah. The prices of other cells and batteries remained unchanged [5]. 3.2 Chart Analysis - Ore prices: There are charts showing the price trends of spodumene concentrate (6%, CIF), lithium mica (1.5% - 2.0%), lithium mica (2.0% - 2.5%), and phospho - lithium - aluminum stone (6% - 7%) from 2024 to 2025 [6][8]. - Lithium and lithium salt prices: There are charts showing the price trends of metallic lithium, average price of battery - grade lithium carbonate, average price of industrial - grade lithium carbonate, and price of battery - grade lithium hydroxide from 2024 to 2025 [9][11]. - Price differences: There are charts showing the price differences between battery - grade lithium hydroxide and battery - grade lithium carbonate, battery - grade lithium carbonate and industrial - grade lithium carbonate, CIF battery - grade lithium hydroxide in China, Japan, and South Korea and domestic battery - grade lithium hydroxide, and the basis from 2024 to 2025 [16][19]. - Precursor and cathode materials: There are charts showing the price trends of ternary precursors and ternary materials, lithium iron phosphate, manganese acid lithium, and cobalt acid lithium from 2024 to 2025 [20][26]. - Lithium battery prices: There are charts showing the price trends of 523 square ternary cells, square lithium iron phosphate cells, cobalt acid lithium cells, and square lithium iron phosphate batteries from 2024 to 2025 [29][32]. - Inventory: There are charts showing the inventory trends of downstream, smelters, and other links from August 15, 2024, to April 3, 2025 [34][36]. - Production cost: There is a chart showing the production profit trends of lithium carbonate from different raw materials such as外购三元极片黑粉, 外购磷酸铁锂极片黑粉, lithium mica concentrate, and spodumene concentrate from 2024 to 2025 [38][39]. 3.3 Research Team Introduction - Zhan Dapeng, a master of science, is the director of non - ferrous research at Everbright Futures Research Institute, a senior researcher of precious metals, a gold intermediate investment analyst, an excellent metal analyst of the Shanghai Futures Exchange, and the best industrial product futures analyst of Futures Daily and Securities Times. He has more than ten years of commodity research experience, serves many leading spot enterprises, and has published dozens of professional articles in public newspapers and magazines. He is often interviewed by multiple media. His team has won many awards [42]. - Wang Heng, a master of finance from the University of Adelaide in Australia, is a non - ferrous researcher at Everbright Futures Research Institute, mainly researching aluminum and silicon. He focuses on the domestic non - ferrous industry research, tracks the dynamics of the new energy industry chain, and provides timely hot - spot and policy interpretations for customers [43]. - Zhu Xi, a master of science from the University of Warwick in the UK, is a non - ferrous researcher at Everbright Futures Research Institute, mainly researching lithium and nickel. She focuses on the integration of non - ferrous metals and new energy, tracks the dynamics of the new energy industry chain, and provides timely hot - spot and policy interpretations for customers [43].

对美国锂电总体需求预期维持： 电动车需求影响有限：增速预期低且电池实现本土制造。 25年预计10-15%增长，180万辆车，对应动力电池装机130GWh+，需求 170GWh+。电池结构，宁德已将至12%，其余基本为北美制造。此次加税后，中国出口美国动力电池面临82.4%关税，叠加本土制造拥有 10%制造补贴+终端汽车7500美金/辆补贴，经济性远高于进口，因此厂商加速北美建厂。 储能有所影响，但IRR仍有经济性，或双发各自承担。 出口美国储能电池关税当前提升至64.9%，2026年为82.4%。若从中国进口储能系 统，则当前关税下irr为8.2%，而去年为16.9%；若从中国进口储能电芯，其他可实现本土生产，则当前irr为12.8%，而去年为17%。25年2 月末美国大储备案量65GW，其中年内计划并网项目19-20GW，同比翻倍增长，需求仍旺盛，预计美国储能总体需求仍可以有40-50%增 长，且北美缺乏铁锂电池产能，依旧依赖中国企业，双方或协商各自承担一定关税。 1.美国锂电需求： 宁德占比已下降至12%： 松下、LG新能源占据美国主要份额，宁德时代市占率12%。从电池供应结构看，松下、LG新能源占据主要 ...

碳酸锂日报 碳酸锂日报（2025 年 4 月 10 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 2505 合约跌 1.05%至 69900 元/吨。现货价格方面，电池级碳酸锂平均价下跌 1000 元/吨至 71400 元/吨，工业级碳酸锂下跌 1000 元/吨至 69450 元/吨，电池级氢氧化锂（粗颗粒）下 跌 100 元/吨至 69150 元/吨，电池级氢氧化锂（微粉）下跌 100 至 74275 元/吨。仓单方面，昨日仓 单库存增加 380 吨至 28783 吨。 2. 供应端增速放缓，周度产量环比增加 307 吨至 17625 吨、4 月预计碳酸锂产量预计环比增加 1.1%至 8 万吨。需求维持旺季态势，4 月三元材料产量预计环比增加 7%至 6.2 万吨；4 月磷酸铁锂产量预 计环比增加 0.7%至 26 万吨。终端，据乘联会分会，3 月份全国新能源乘用车零售 99.1 万辆，同比 增长 38%，环比增长 45%。库存方面，周度碳酸锂库存环比增加 1477 吨至 12.9 万吨，其中上下游 增加，其他环节减少。 3. ...

-广告- 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~ 2025年全球锂电产业链分布图 I C C S I N O 分布图内容 分布图尺寸：1.5米X1米 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应 用的全链条生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要 聚集区。 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取，19921233064（微信同）。 分布图快递详情 会议详情 I C C S I N O 会议主办： 鑫椤资讯 会议咨询及分布图领取 ▼ 会议时间： 2025年7月9-10日（9号报到） 会议地点： 上海·嘉定 正在按照登记顺序，依次派发中...... ...