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 ...