10月9日，上海钢联发布数据显示，电池级碳酸锂(早盘)价格与上日持平，均价报73250元/吨。（新浪财 经） ...

Group 1 - The core point of the article is that the price of battery-grade lithium carbonate remains stable, with an average price reported at 71,500 yuan per ton as of September 12 [1] Group 2 - The data was released by Shanghai Steel Union, indicating no change in price compared to the previous day [1] - The stability in lithium carbonate prices may reflect current market conditions and demand dynamics in the battery materials sector [1]

Group 1: Lithium Mining Operations - Company holds over 100 million tons of lithium resources, with the Qikeng lithium mine being the most significant asset [1] - Qikeng lithium mine has a mining license covering an area of 1.3826 square kilometers, with an average Li2O grade of 0.44%, amounting to a resource reserve of 72.93 million tons; if calculated at an average grade of 0.39%, reserves reach 126.67 million tons [1] - The Qikeng lithium mine is the first lithium mica-type mining license issued by the Ministry of Natural Resources in China, with a mining duration of 30 years, which is crucial for the company's lithium industry development [1] Group 2: Robotics Industry Engagement - Company is focusing on the humanoid robot industry as a historic development opportunity, emphasizing the importance of this sector [2] - Company is developing joint modules for humanoid robots through its subsidiary, Weier (Shenzhen) Intelligent Drive Co., Ltd., while also collaborating with leading robot companies and component suppliers to enhance product and supply chain quality [2]

Core Viewpoint - Jiangte Electric announced that its stock price has deviated significantly, with a cumulative increase of over 20% in the last three trading days, indicating abnormal trading activity. The company stated that there have been no significant changes in its operational situation or external business environment [1]. Group 1: Company Operations - The company, along with its controlling shareholders and actual controllers, confirmed that there are no undisclosed significant matters related to the company, nor are there any major matters in the planning stage [1]. - Jiangte Electric holds or controls over 100 million tons of lithium ore resources, with the Qikeng lithium mine being the most important, having obtained a mining license for an area of 1.3826 square kilometers. The average Li2O grade is calculated at 0.44%, with a mineral resource reserve of 72.93 million tons. If the average Li2O grade is calculated at 0.39%, the mineral resource reserve reaches 126.67 million tons, classifying it as a large lithium mine [1]. Group 2: Industry Trends - There is a heightened market interest in lithium carbonate prices and the lithium battery industry, which may be influencing the company's stock performance [1]. - The humanoid robot industry presents a historic development opportunity for the company, which is focusing on developing joint modules for humanoid robots through its subsidiary, Weier (Shenzhen) Intelligent Drive Co., Ltd. The company is also actively collaborating with leading robot companies and component suppliers to enhance product and supply chain quality and advantages [1].

Core Viewpoint - Jiangte Electric (002176.SZ) has experienced a significant stock price fluctuation, with a cumulative closing price deviation exceeding 20% over three trading days, indicating abnormal trading activity [1] Group 1: Lithium Mining Operations - The company holds multiple mining and exploration rights in the Yichun region, with lithium ore resources exceeding 100 million tons [1] - The Qikeng lithium mine is the company's most important mining area, with a mining license obtained for an area of 1.3826 square kilometers [1] - The average Li2O grade is calculated at 0.44%, with ore resources amounting to 72.93 million tons; if calculated at an average grade of 0.39%, the resource reaches 126.67 million tons, classifying it as a large lithium mine [1] Group 2: Robotics Industry Development - The company recognizes the humanoid robot industry as a historic development opportunity and is focusing on this sector [1] - Jiangte Electric is developing humanoid robot joint modules through its subsidiary, Weier (Shenzhen) Intelligent Drive Co., Ltd [1] - The company is actively collaborating with upstream and downstream partners in the industry, enhancing communication and cooperation with leading robot companies and component suppliers to improve product and supply chain quality and advantages [1]

Group 1 - The main contract price of lithium carbonate has decreased, with the current increase narrowing to 2.41%, reported at 67,920 yuan per ton, after previously rising over 5% [1]

Core Viewpoint - The spot price of lithium carbonate has decreased compared to the previous trading day, indicating a downward trend in lithium prices [1] Price Summary - Battery-grade lithium carbonate is reported at 59,800 CNY/ton, down by 50 CNY/ton [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 58,800 CNY/ton, also down by 50 CNY/ton [1] - The average price of long-term contracts for battery-grade lithium carbonate is 59,700 CNY/ton, down by 3,250 CNY/ton [1] - The hydroxide lithium index remains stable at 62,583 CNY/ton [1] - Lithium spodumene (Africa SC 5%) is reported at 420 USD/ton, down by 5 USD/ton [1] - Lithium spodumene (China CIF 6%) is reported at 615 USD/ton, down by 7 USD/ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) remains stable at 4,900 CNY/ton [1] - The lithium mica index (2% ≤ Li2O < 4%) remains stable at 1,607 CNY/ton [1] - The phosphor-lithium aluminum stone (7% ≤ Li2O < 8%) is reported at 7,150 CNY/ton, remaining stable [1] - The lithium-rich aluminum electrolyte index remains stable at 1,689 CNY/ton [1] - The discount coefficient for lithium brine (lithium sulfate) remains at 71.5% [1]

Core Viewpoint - The spot price of lithium carbonate remains stable compared to the previous trading day, with battery-grade lithium carbonate priced at 61,600 yuan per ton [1] Price Summary - The spot base index for electric carbon is reported at 490 yuan per ton, an increase of 100 yuan per ton [1] - Battery-grade lithium carbonate is priced at 61,600 yuan per ton, unchanged from the previous day [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 60,800 yuan per ton, also unchanged [1] - The average price of long-term contracts for battery-grade lithium carbonate is 64,000 yuan per ton, down by 100 yuan per ton [1] - The lithium hydroxide index is reported at 63,583 yuan per ton, remaining stable [1] - Lithium spodumene (Africa SC 5%) is priced at 335 USD per ton, unchanged [1] - Lithium spodumene (China CIF 6%) is reported at 655 USD per ton, down by 15 USD per ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) is at 5,200 yuan per ton, stable [1] - The lithium mica index (2% ≤ Li2O < 4%) is reported at 1,760 yuan per ton, unchanged [1] - Phosphate lithium aluminum stone (7% ≤ Li2O < 8%) is priced at 7,375 yuan per ton, stable [1] - The lithium-rich aluminum electrolyte index is at 1,760 yuan per ton, unchanged [1] - The discount coefficient for lithium brine (sulfuric acid lithium) is reported at 72.5%, remaining stable [1]

Group 1: Investor Relations Activity Overview - The company held an annual performance briefing on May 14, 2025, via online platform [3] - Attendees included the chairman, general manager, financial director, board secretary, and sponsor representative [3] Group 2: Key Questions and Responses - **New Capacity Projects**: The new capacity project is progressing well and is expected to commence production in the second half of 2025. Current lithium battery capacity remains tight, with a focus on lithium manganese and lithium iron batteries for future development [4] - **Stock Price and Dividends**: The company's stock price is influenced by macro policies and market conditions. The company emphasizes investor returns and will continue to consider cash dividends based on profitability and future plans [5] - **Employee Changes**: The company experienced a significant increase in employee numbers due to rising sales orders, which is a normal hiring demand without risks of technology leakage [5] - **Lithium Carbonate Prices**: The decline in lithium carbonate prices does not directly correlate with lithium metal prices, which are influenced by market supply and demand. The company typically procures raw materials 2-3 months in advance and is not currently hedging in the secondary market [6][7] - **Gross Margin Decline**: The gross margin in Q1 2025 decreased due to changes in export tax rebate policies [8]

其中，纯电动汽车销量占新能源汽车比例为60%，较去年下降10.4个百分点；插混汽车销量占新能源汽车比例为40%，较去年提 高10.4个百分点，成为带动新能源汽车增长的新动能。 市场预计， 2025年中国新能源汽车销量预计将达到1700万台以上。 随着一众国内自主汽车品牌跟随着理想、华为等的步伐增 加增程动力新车型的投放， 预计当年插混车型占新能源汽车的比例将继续增长到45%-50%。 2023年锂电全产业产能过剩浪潮"席卷"，行业景气度下滑，调整周期加速到来。2024年锂电行业经历"终端需求放缓、价格探 底、停产减产"等市场调节后，驶入新阶段。 行至2025年，锂电新能源行业又将如何发展？在此，起点锂电根据2024年市场表现以及2025年热点事件，判断了锂电行业10大 发展趋势，如有不同思考，欢迎交流探讨。 01 新能源汽车增速平缓 插混市场打开上升空间 新能源汽车市场将延续2024年发展态势，插混市场为主要增长动力。 数据显示，2024年中国新能源汽车产销分别完成1288.8万辆和1286.6万辆，同比分别增长34.4%和35.5%，新能源新车销量达到 汽车新车总销量的40.9%。 反映到电池端，插混市场将 ...