| 倒计时27天 | | | --- | --- | | CINE2025固态电池展暨固态电池行业年会 | | | 起点固态电池、起点锂电、SSBA固态电池联盟 | 主办单位： | | 协办单位及固态年会总冠名： | 茹天科技 | | 2025年11月6-8日 | 活动时间： | | 活动地点： | 广州南沙国际会展中心（2楼船厅及广州厅） | | 展商规模200+、参会企业2000+、专业观众20000+ | 活动规模： | | 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | 同期活动： | | 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 | 第一批展商及赞助商： | | 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 | | | 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 | /孚悦科技 / ...

当全球都在为碳中和目标全力以赴时，一场悄无声息的资源革命正在悄然展开。在新时代领域，支撑新能源汽车、储能电站和智能电网的，并非传 统的石油煤炭，而是锂、钴、镍这些"白色石油"。它们就是能源金属，是通往清洁能源时代的关键钥匙！ 如图，在资本市场，能源金属板块指数自从4月份开始呈现出沿着5、10、20日均线单边上涨趋势。进入9月份，随着上证指数走弱而进行了区间震 荡。从技术分析角度看，整个九月份就是在构建中枢。此时 市场对此存在两种观点：一是上涨中继，二是高位派发筹码。 就在上周二（9月30 号），当天板块指数大涨4.03%，实现了箱体突破，从而进一步打开了上涨空间！ 能源金属主要包括锂、钴、镍、稀土等，它们是制造锂电池、燃料电池等新型能源装置的核心原材料。而锂、钴、镍又被誉为"三大金刚"，各自在 新能源产业链中扮演着不可或缺的角色。接下来，我们将详细剖析这些金属何以成为资本市场的新宠，以及它们未来的机遇与挑战。 01 锂：下游需求高增长，供需格局有望改善 锂需求的爆发本质是新能源产业崛起的直接映射，应用场景的拓宽与深化构成需求增长的核心动力。 动力电池是绝对主力 ，2025年全球新能源汽 车销量预计达1920万 ...

当全球都在为碳中和目标全力以赴时，一场悄无声息的资源革命正在悄然展开。在新时代领域，支撑新能源汽车、储能电站和智能电网的，并非传统的石 油煤炭，而是锂、钴、镍这些"白色石油"。它们就是能源金属，是通往清洁能源时代的关键钥匙！ 如图，在资本市场，能源金属板块指数自从4月份开始呈现出沿着5、10、20日均线单边上涨趋势。进入9月份，随着上证指数走弱而进行了区间震荡。从 技术分析角度看，整个九月份就是在构建中枢。此时市场对此存在两种观点：一是上涨中继，二是高位派发筹码。就在上周二（9月30号），当天板块指 数大涨4.03%，实现了箱体突破，从而进一步打开了上涨空间！ 能源金属主要包括锂、钴、镍、稀土等，它们是制造锂电池、燃料电池等新型能源装置的核心原材料。而锂、钴、镍又被誉为"三大金刚"，各自在新能源 产业链中扮演着不可或缺的角色。接下来，我们将详细剖析这些金属何以成为资本市场的新宠，以及它们未来的机遇与挑战。 01 锂：下游需求高增长，供需格局有望改善 锂需求的爆发本质是新能源产业崛起的直接映射，应用场景的拓宽与深化构成需求增长的核心动力。动力电池是绝对主力，2025年全球新能源汽车销量预 计达1920万辆，中国 ...

Core Viewpoint - Xinjiang is emerging as a significant energy province in China, with substantial investments planned for oil, gas, coal, and renewable energy development, positioning it as a key player in the national energy landscape [2][24][29]. Group 1: Energy Resources - Xinjiang occupies about one-sixth of China's land area and is rich in energy resources, including coal, oil, and natural gas [3][4]. - The coal reserves in Xinjiang are the largest in the country, with a predicted reserve of 2.19 trillion tons, accounting for 40.6% of the national total [5][6]. - Coal production in Xinjiang has increased significantly from 190 million tons in 2018 to 413 million tons in 2023, with a target of over 460 million tons by 2025 [7][11]. - Xinjiang ranks first in the country for oil and gas production, with a total output of 66.06 million tons in 2023 [13][20]. Group 2: Investment and Development - A consortium of 25 state-owned enterprises plans to invest over 930 billion yuan in Xinjiang's energy sector by 2028 [29][28]. - The region is set to become a national energy resource strategic support base, with eight major industrial clusters being developed around oil, gas, coal, and renewable energy [24][27]. Group 3: Infrastructure and Transportation - Significant improvements in transportation infrastructure have facilitated the export of coal and electricity from Xinjiang, with coal exports reaching 100 million tons in 2023 [33][35]. - The development of high-capacity power transmission lines has enabled Xinjiang to export electricity to 20 provinces, contributing to the economic growth of both Xinjiang and the receiving regions [38][40]. Group 4: Renewable Energy - Xinjiang has become a leader in renewable energy, with over 50% of its total installed capacity coming from renewable sources as of mid-2024 [19][41]. - The region's solar and wind energy resources are among the best in the country, driving the growth of the renewable energy industry and creating job opportunities for local communities [43][45].

Core Viewpoint - The signing of the investment agreement for the Chuangneng Xiangyang Lithium Battery Industrial Park marks a significant milestone in Xiangyang's development of a billion-level new energy industry cluster, aligning with the province's strategic goals [5][7]. Group 1: Project Overview - The Chuangneng Xiangyang Lithium Battery Industrial Park is planned to have an annual production capacity of 70 GWh, focusing on the research and manufacturing of energy storage batteries, power batteries, packs, and prefabricated cabins [3]. - The project aims to become a leading scale and technologically advanced new energy industry hub, effectively promoting the transformation and upgrading of Xiangyang and Hubei's new energy industry [3][5]. Group 2: Strategic Importance - The project is a key part of Chuangneng's strategy to achieve a trillion-yuan industry goal, expected to bring significant economic and social benefits upon completion [7]. - Chuangneng plans to establish a collaborative industrial community with its other facilities in Xiaogan, Wuhan, and Yichang, creating a comprehensive lithium battery ecosystem that covers research innovation, large-scale manufacturing, and high-end applications [7]. Group 3: Government Support - The Xiangyang municipal government is committed to optimizing the business environment and providing full support to ensure the project is completed and operational as soon as possible [5]. - The local government views the partnership with Chuangneng as highly compatible with Xiangyang's industrial layout and development needs, emphasizing the potential for significant market opportunities [5].

Core Viewpoint - The portable lithium-potassium analyzer developed by the National Geological Experiment and Testing Center has evolved into its third generation, marking a significant transition from productization to industrialization, addressing the critical need for lithium and potassium resource exploration in China [1][10][20]. Group 1: Product Development and Features - The third-generation portable lithium-potassium analyzer (Li-K Analyzer III) has been showcased at BCEIA2025, attracting significant attention from users [2][4]. - The analyzer has undergone over ten years of development, with the first generation validating the feasibility of its detection technology, and the second generation optimizing stability for field conditions [10][11]. - Key technological breakthroughs in the third generation include improved sensitivity, reduced detection limits, and enhanced analysis efficiency, making it suitable for high-altitude and remote exploration [14][18]. Group 2: Strategic Importance of Lithium and Potassium - Lithium and potassium are critical strategic minerals for China, with lithium being essential for the new energy industry and potassium being vital for agricultural productivity [9][10]. - The domestic self-sufficiency rate for potassium salts is only about 50%, indicating a heavy reliance on imports, which poses risks to food security [9]. Group 3: Applications and Future Prospects - The portable analyzer is expected to play a crucial role in the new round of mineral exploration strategies, with its technology already included in national standards [15][20]. - Beyond geological exploration, the analyzer has potential applications in environmental monitoring and healthcare, such as detecting lithium levels in water and blood [23]. - The commercialization of the analyzer is anticipated by 2026, with confidence in its market performance and long-term development [23].

每到旅游旺季，青海的茶卡盐湖和察尔汗盐湖，五彩斑斓、低平如镜的湖水中，就站满了来拍照打卡的游人。 如果你去青海旅游，察尔汗盐湖和茶卡盐湖几乎是必去的景点。 青海有150多个大大小小的盐湖，国内最大的三个盐湖，都在青海。 除了让无数人领略到别样的美景之外，盐湖经济经过几十年的发展，如今也成为了青海的支柱产业。 更为重要的是，盐湖的存在还能直接影响到粮食安全。 01 青海的盐够全世界吃2000年 青海的茶卡盐湖是最早成为"网红"旅游地的盐湖 很多人可能不知道，这个被人称为中国"天空之镜"的旅游胜地，其实是个名副其实的"富矿"。 毫不夸张地说，青海这些盐湖里的盐，足够全世界80亿人吃2000年还有富余。 咱们就拿名气最大的茶卡盐湖和察尔汗盐湖简单说说。 茶卡盐湖面积100多平方公里，是最早开发、也是名气最大的一个。 名气大是因为在2000年左右，来自城市里的旅游者发现，这片地方的景色跟大名鼎鼎的"天空之镜"（位于玻利维亚的乌尤尼盐沼）不相上下。 慕名而来的游客越来越多，当地才在茶卡盐湖开辟了一块区域发展旅游，给当地居民带来收入。 青海大柴旦盐湖，湖水因为所含矿物不同呈现不同的颜色 在茶卡盐湖没成"网红"之前，这里其 ...

Group 1 - The core viewpoint is that lithium carbonate inventory serves as a "barometer" for market supply and demand, with a strong negative correlation between lithium carbonate prices and inventory levels [1] - Current lithium carbonate inventory is experiencing a continuous reduction, but the pace of inventory depletion is slower compared to the same period last year [1] - Analysts observe a significant transfer of inventory from upstream to downstream, indicating a robust supply-demand situation, with buyers showing increased willingness to purchase due to rising demand [1] Group 2 - The introduction of lithium carbonate futures provides an effective price discovery mechanism, helping companies manage price risks and reducing irrational price fluctuations in the spot market [2] - Recent policy announcements regarding new energy storage capacity targets may lead to temporary market fluctuations, but the actual impact on lithium carbonate prices is expected to be limited [2] - Market reactions to policy information often exhibit phase characteristics, initially causing emotional volatility but eventually stabilizing based on fundamental factors [2] Group 3 - Short-term news may cause localized disturbances in the lithium carbonate market, but long-term price trends depend on the development speed of the global new energy industry and supply-demand balance across the industry chain [3] - Investors should analyze actual data from the upstream and downstream of the industry chain to avoid irrational decisions based on single pieces of information [3] - It is essential to monitor inventory depletion rates, inventory transfers, price volatility, and long-term agreements to make informed investment decisions [3]

万飚1996年加入华为，从无线产品线总裁、终端公司总裁，到俄罗斯地区部总裁，再到消费者业务移动宽带与家庭产品线总裁及消费者业务首席运营官 （COO），见证了华为消费业务的全过程，并积累了丰富的产品、供应链和全球运营经验。 2020年"荣耀"品牌从华为系统独立时，万飚临危受命出任荣耀终端有限公司董事长一职，在供应链中断、渠道重构、国际合作的复杂局面下，帮助"荣 耀"品牌在短时间内恢复正常运营节奏，并重回增长轨道，跻身国内手机市场前列。 远景又挖来一员大将。 华夏能源网&华夏储能获悉，近日，万飚已正式加入远景动力（AESC），任全球首席执行官（CEO）一职，同时担任远景科技集团执行董事和首席技术 官（CTO）。 公开资料显示，万飚出生于1972年，毕业于中国科学技术大学无线电技术专业。 去年12月，原特斯拉上海超级工厂生产制造副总裁、上海工厂厂长宋钢加盟远景，担任远景能源集成供应链高级副总裁，负责整合供应链体系，支持公司 在风电整机、储能系统等领域的产能优化与交付能力提升。 2023年11月，原深圳水务董事长吴晖担任荣耀终端有限公司董事长，万飚改任副董事长。次年9月，万飚以个人原因离职。对于他的去向，业内有颇多猜 ...

《中国民航报》、中国民航网 记者冯智君 通讯员汪艳 报道：近日，由鄂州空港货运有限公司运营的鄂 州花湖国际机场北货运区公共国际货站成功获得国际航空运输协会（IATA）颁发的CEIV锂电池认证， 成为湖北省内首家获此资质的国际货站。此举标志着公共国际货站在锂电池航空运输领域的标准化、安 全性和专业性已达到国际领先水平，可为全球客户提供安全、高效、合规的锂电池货物运输保障服务。 作为国际航空运输领域针对锂电池运输的专业性、权威性认证体系，CEIV锂电池认证旨在全面提升运 输各环节的合规性与安全性。此次认证的通过，不仅表明公共国际货站已在操作流程、人员培训、基础 设施、应急响应等方面全面对接国际标准，可有效满足国内外客户对高风险品类货物的运输需求，更填 补了湖北省在锂电池国际航空合规运输领域的资质空白。 在硬件保障方面，公共国际货站以具备完善的功能布局，其紧邻鄂州花湖机场东区7号机坪，极大缩短 货物地面调度时间。货站总建筑面积2.26万平方米，科学划分进港区、出港区及办公区，并设有符合国 际标准的9类危险品特运库，能够安全处理包括锂电池在内的各类危险品、冷冻冷藏货物、贵重物品和 活体动物等特殊货品，综合保障能力行业 ...