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： 邳州发布 "徐州发布"消息显示，国庆期间，邳州经开区诺纳新材料项目建设现场一片繁忙，建设者们坚守一线，为这一重大产 业项目建成投产作最后冲刺。 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END 该项目总投资18亿元，可年产20万吨锂离子电池电解液 ，规划建设储料罐区、成品仓库、复配车间等功能区域。目前 厂房主体已基本完工，正进行设备安装，总体进度达90%。为缩短工期，项目部采用"立体交叉施工法"，组织多队 伍、多模块同步施工，预计11月底进入试生产筹备阶段。 根据"邳州发布"8月报道， 江苏诺纳新材料有限公司工作人员透露："预计今年产能可达2到3万吨，明年上半年全面投 产，届时年产值有望达到15到20亿元。" 资料显示，江苏诺纳新材料有限公司成立于2023年7月13日，注册地位于江苏省徐州市邳州市江苏邳州经济开发区环 城北路北侧、沂蒙山路西侧、大晶路南侧，法定代表人为李华伟，注册资金10,000万元。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（1 ...

Macro and Industry - The State Administration for Market Regulation has initiated an antitrust investigation against Nvidia for violating the Anti-Monopoly Law of the People's Republic of China and the announcement regarding the approval of restrictive conditions for Nvidia's acquisition of Mellanox Technologies [1] - The Ministry of Industry and Information Technology is working on the "14th Five-Year" new battery industry development plan, focusing on supply-side structural reforms and regional coordinated development in the lithium battery industry [5] Fund Sales and Performance - The Asset Management Association of China released the top 100 fund sales institutions for the first half of the year, with Ant Group leading in various categories, including equity fund scale and non-monetary fund scale, both exceeding one trillion [2] - In the first eight months, the national public budget revenue reached 148.198 billion, with a year-on-year growth of 0.3%. The stamp duty on securities transactions amounted to 118.7 billion, reflecting a significant year-on-year increase of 81.7% [3] Listed Companies - Yaojie Ankang's stock price surged by 115% on its listing day, reaching a market value of over 120 billion HKD, marking a 30-fold increase since its IPO price of 13.15 HKD [6] - Puran Co. achieved a 20% limit-up in stock price after announcing plans to acquire a controlling stake in its affiliate, which is linked to a semiconductor company [7] - Tencent's market capitalization has returned to 6 trillion HKD, with a stock price increase of 290% since its lowest point in October 2022 [8] - Changfei Optical Fiber's stock has risen by 26.11% over three trading days, with a focus on the early-stage application of hollow-core fiber products [9] - Shanghai Construction's stock hit the limit down after a five-day winning streak, marking a significant drop from its recent high [10] Fund Managers - A total of 15 active equity fund managers have entered the "100 billion club" as of the second quarter of 2025, with notable managers from firms like China Europe Fund and Huitianfu Fund leading in management scale [12][13]

Core Viewpoint - The announcement of a new 20GWh lithium-ion battery production project in Anqing, Anhui Province, indicates significant investment and development in the battery manufacturing sector, which is expected to enhance the local industrial ecosystem and attract more upstream and downstream enterprises [2][5]. Project Details - The project has been approved and is now open for bidding, with a submission deadline set for August 15, 2025 [2]. - The project is initiated by Anhui Zhenyi Energy Technology Co., Ltd., covering a total construction area of approximately 260,000 square meters [3][5]. - The estimated budget for the project is around 1.7 billion yuan [3]. Construction Scope - The construction will include various facilities such as battery cell production plants, testing centers, warehouses, and a wastewater treatment station, among others [4][5]. - The design scope encompasses overall planning, preliminary design, and detailed construction drawings, including various engineering specialties [4][5]. Company Background - Anhui Zhenyi Energy Technology Co., Ltd. was established on July 3, 2025, with a registered capital of 500 million yuan and is wholly owned by Changzhou Yinan Industrial Investment Development Co., Ltd., a state-owned enterprise [5]. - The company operates in the battery manufacturing sector, including battery sales and recycling of used batteries, indicating a comprehensive approach to the battery lifecycle [5]. Regional Development - Anqing Economic and Technological Development Zone is one of the earliest development zones in central China, having been upgraded to a national-level development zone in 2010 [5]. - The region has established a strong industrial cluster focused on automotive and high-end equipment manufacturing, with the lithium battery industry at its core [5].

Group 1: Overview of Cobalt Tetroxide - Cobalt Tetroxide, with the chemical formula Co3O4, is a mixed valence compound containing both divalent and trivalent cobalt, with a theoretical cobalt content of 73.43% and oxygen content of 26.57% [1][2] - It is a crucial raw material for producing lithium cobalt oxide, which is the most commercially viable lithium-ion battery cathode material and has been widely used in high-end consumer electronics due to its high volumetric energy density and excellent packing density [1][2] Group 2: Market Dynamics - In 2024, China's apparent demand for Cobalt Tetroxide is projected to reach 91,000 tons, representing a year-on-year increase of 24% [1][13] - The production of Cobalt Tetroxide in China is expected to be 94,000 tons in 2024, with a growth rate exceeding 20% compared to the previous year [1][10] - The main production regions for Cobalt Tetroxide in China include Hunan, Zhejiang, Fujian, and Hebei, accounting for 82% of total production [1][12] Group 3: Supply and Demand - The supply of Cobalt Tetroxide is expected to increase significantly in 2024, driven by stable demand from major manufacturers and a recovery in the consumer electronics market [1][10] - The first quarter of 2024 saw increased orders for Cobalt Tetroxide due to low inventory levels and pre-holiday stocking, leading to a notable rise in production [1][10] - The demand for Cobalt Tetroxide is closely linked to the performance of lithium cobalt oxide manufacturers, with a notable increase in demand observed in the third quarter of 2024 [1][10] Group 4: Trade and Export - In 2024, China's Cobalt Tetroxide exports are expected to reach 3,509.5 tons, marking a year-on-year increase of 15.1%, while the export value is projected to be $6,385.4 million, down 17.9% [1][16] - South Korea is the largest destination for China's Cobalt Tetroxide exports, accounting for 61.4% of total exports, followed by Spain and Belgium [1][17] Group 5: Industry Structure - The domestic market for Cobalt Tetroxide is characterized by high concentration, with major players including Zhongwei Co., Huayou Cobalt, and Greeenme, which together hold over 50% of the market share [1][20] - Zhongwei Co. is recognized as the largest supplier of Cobalt Tetroxide globally [1][20] Group 6: Cobalt Tetroxide Applications - Cobalt Tetroxide is primarily used to produce lithium cobalt oxide, which is a key component in lithium-ion batteries, and its quality significantly impacts the performance and cost of the final product [1][28] - The production of lithium-ion batteries in China is expected to continue its growth trend, with total production reaching 1,170 GWh in 2024, a 24% increase year-on-year [1][30]

圆柱电池巡访： ☆走进国轩高科 ☆走进利维能 ☆走进诺达智慧 ☆走进中泽科技 ☆走进苏州力神 ☆走进睿恩新能源 ☆走进天鹏电源 ☆走进中比新能 源 ☆走进天能集团 ☆走进新能安 ☆走进浙江锋锂 ☆走进华立源 ☆走进鹏辉能源 ☆走进欣旺达锂威 ☆走进深圳中基 ☆走进博力威 ☆走进恒泰科技 圆柱电池论坛： 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办！ 1月21日，恩捷股份公告，控股子公司上海恩捷新材料科技有限公司与韩国LGES签订《供应协 议》，LGES预计2025年至2027年在全球市场向上海恩捷（含其控制的关联公司）采购约35.5 亿平方米的锂电池隔膜，具体以采购订单为准。 本协议的签订有助于提升恩捷股份在全球锂电池隔膜行业的市场拓展力、综合实力和国际化水 平，巩固恩捷在国际市场中的竞争优势。本协议实际采购量届时以采购订单为准，如顺利履行 预计将对恩捷2025-2027年的经营业绩产生积极影响。 （ 来源：每日经济新闻 ） 2 起点课理 全球领先的锂电产业智库 平 台 服 务 内 容 品牌服务 研究咨询 资本服务 政府服务 数据 调研 量传 娱乐 研究 报告 版 服务 IPO 规划 招商 服務 ...