9月29日晚间有新能源电池产业的大新闻，行业龙头宁德时代（300750.SZ）罕见地以增资入股方式，拟对另一家上市公司的子公司实现 控股。 富临精工（300432.SZ）公告称，富临精工与宁德时代拟向江西升华新材料有限公司（以下简称"江西升华"）增资35.6亿元，其中宁德时 代拟增资25.63亿元，增资后的持股比例为51%。 《每日经济新闻》记者测算发现，宁德时代3月就已入股江西升华。江西升华为何让宁德时代一再青睐？答案或在磷酸铁锂材料里的高压 实密度路线上。 9月30日开盘，宁德时代A股港股股价双双上涨。截至中午休市，宁德时代A股涨超1%，港股涨近3%。 宁德时代对江西升华的"偏爱"不只是如此。向来是电池龙头的它甚至要以支付预付款的形式锁定江西升华的磷酸铁锂产能。 今年6月，双方签订补充协议，宁德时代向江西升华支付5亿元预付款，支持其江西基地（16万吨/年产能）和"四川三期"项目（20万吨/年 产能）建设。江西升华承诺2025年—2029年期间100%产能优先用于生产符合宁德时代要求的材料，宁德时代承诺期间每年采购量不低于 江西升华承诺产能的80%。 业内人士：高压实密度磷酸铁锂 4亿元后是25.6亿元 宁 ...

倒计时16天 2025起点户储及便携式储能电池技术高峰论坛 活动主题： 聚焦高安全 共建新生态 主办单位： 起点锂电、起点固态电池、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年9月26日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 9 月 9 日 ，龙蟠科技旗下 湖北锂源宣布，历经 1 个多月的产线升级改造，磷酸铁车间 A 线、 B 线已全面投产，产能稳步爬坡并突破预 期，下线产品各项质量参数均达标准。 此次磷酸铁产线升级改造，是湖北锂源顺应新能源行业发展趋势、主动推进高质量发展的重要实践。湖北锂源将工艺优化作为核心突破口，通 过改进工艺流程图打通工序衔接堵点等方法彻底肃清工艺难点，更为公司后续提质增效、拓展市场筑牢了坚实根基。 近年来，龙蟠科技持续推进磷酸铁锂、磷酸铁等产品能向更深层次研发突破。而作为龙蟠科技在湖北投资建设的重要项目， "湖北锂源新能源 汽车动力与储能正极材料规模化生产项目"正全力抢占磷酸铁锂正极材料领域高端赛道。 据了解，湖北锂源旗下 "新能源汽车动力与储能正极材料规模化生产项目"总投资 30 亿元， ...

Core Viewpoint - The lithium iron phosphate (LFP) market is experiencing a "polarized" situation, with cross-industry companies exiting while leading firms continue to expand their market position through technology, cost advantages, and market dominance [1] Group 1: Industry Developments - Bangpu Times is constructing the largest single lithium iron phosphate workshop in China, with a designed annual capacity of 150,000 tons per workshop, utilizing advanced fourth-generation LFP technology [2] - The new generation of LFP products from Bangpu Times features higher packing density, enabling faster charging and greater capacity, which meets the market demand for fast-charging and long-range electric vehicles [2][3] - The LFP industry is entering a phase where both technical performance and cost are prioritized, with high-density products for fast charging becoming mainstream [3] Group 2: Market Demand and Supply - Major battery manufacturers like CATL plan to increase the proportion of LFP products in their offerings, with CATL aiming for 50%-60% of its new battery models to be LFP [4] - The demand for large-scale energy storage cells, particularly the 314Ah cells, is surging, with the penetration rate of high-density materials in energy storage exceeding 30% by 2024 [5] - The combined demand from CATL's new battery and BYD's second-generation blade battery is expected to exceed 800,000 tons, while current effective supply is less than 300,000 tons, highlighting a significant supply-demand imbalance [6] Group 3: Strategic Partnerships and Agreements - Companies like Longpan Technology and Wanrun New Energy have signed significant contracts with major players like CATL and BYD, indicating strong market activity [7] - Wanrun New Energy is set to supply approximately 1.32 million tons of LFP to CATL from May 2025 to May 2030, with a total transaction value exceeding 40 billion yuan [8] - High-density products are the focus of procurement agreements, with companies like Longpan Technology and Wanrun New Energy working on the iteration and mass production of high-density LFP products [9] Group 4: Supply Chain Integration - CATL is actively pursuing upstream material control, with its strategic investment in Yichang Bangpu Times being a key part of this strategy [10] - The establishment of the 450,000-ton new generation LFP project by Bangpu Times is expected to significantly alleviate CATL's supply concerns for high-density LFP products, contributing positively to the performance of leading LFP companies [10]