一般来说，春节前后为碳酸锂需求淡季，三四季度为碳酸锂需求旺季。但在供应过剩压力下，碳酸锂期 货价格未能表现出显著的季节性特征。锂电产业链价格整体呈企稳回升态势，其中原料端锂精矿涨幅最 大，超过30%。而动力电池与储能电池电芯等终端价格变动有限，涨幅在5%以内。 行业数据显示，7月至9月国内碳酸锂产量分别为81530吨、85240吨和87260吨，连续创下月度新高。三 季度碳酸锂生产利润先升后降。具体来看，7月外购矿石提锂利润波动回升，8月冲高回落，9月外购矿 石企业亏损幅度趋于稳定。2025年1—8月，我国碳酸锂进口量为15.35万吨，月度进口量波动较大。考 虑到南美盐湖年内产量将显著增加，四季度进口量有望延续增长态势。 需求方面，前三季度动力电池与储能电池协同发力，表现突出。1—8月，磷酸铁锂产量预计为217.82万 吨，同比增加91.2万吨，增幅达72%，这一增幅大幅超出市场年初对正极材料产量的预期。 库存结构转变 碳酸锂期货及期权自上市以来，运行平稳，为锂电新能源行业管理价格波动风险、实现高质量发展提供 了有效的避险工具。 从历史走势看，近两年碳酸锂处于供应过剩周期，价格中枢显著下移，从上市初期的每吨2 ...

2024年山东省消费市场展现蓬勃生机，全年16市社会消费品零售总额榜单揭晓。青岛以6584.5亿元蝉联榜首，国际消费中心城市建设成效显著；省会济南凭 借5213.2亿元稳居第二，区域性消费枢纽地位持续巩固；烟台以3757.51亿元保持季军位置，海洋经济特色消费模式凸显新优势。省内形成胶东经济圈、省会 经济圈竞相发展的双核驱动格局，临沂、淄博、枣庄等城市则在产业转型中跑出消费升级加速度。 其他城市同样呈现特色化发展态势：潍坊预制菜产业带动食品消费升级，济宁文化旅游业激活消费新场景，菏泽"中国牡丹之都"品牌推动花卉经济产业链延 伸。全省消费市场呈现多点开花格局，17.8万家限额以上商贸企业构筑起坚实的市场基础，61个省级智慧商圈、167条省级特色商业街形成消费升级主阵 地，充分彰显山东作为经济大省的内需动能和商业活力。 值得关注的是，枣庄以1196.91亿元超越聊城的1085.28亿元，成为资源型城市转型典范。依托锂电新能源产业集群优势，高新区集聚47家产业链企业，形成 从材料研发到终端产品的完整消费链条。台儿庄古城夜游经济品牌效应显现，全年举办非遗展演、国潮市集等主题活动160余场，带动运河文化消费带强势 崛起 ...

Core Viewpoint - The construction of the industrial steam pipeline network in Zaozhuang High-tech Zone is a significant infrastructure project aimed at promoting high-quality development and optimizing the business environment, which is essential for industrial transformation and upgrading [1][3]. Group 1: Project Overview - The industrial steam pipeline network project is a key initiative to enhance municipal infrastructure and is crucial for the high-quality development of the high-tech zone [4]. - The project aims to address issues such as insufficient heating capacity, unstable operation, and high operational costs, thereby establishing a safe and reliable industrial steam supply system across the zone [3][4]. Group 2: Economic and Environmental Impact - The project will significantly improve the infrastructure capacity of the park, providing a solid guarantee for industrial development and enabling centralized heating to achieve economies of scale [4]. - By replacing decentralized gas-fired small boilers with a centralized steam supply, the project will improve local environmental quality, enhance energy utilization efficiency, and effectively reduce pollutant emissions, contributing to carbon peak and carbon neutrality goals [4]. Group 3: Project Specifications - The project has a total investment of approximately 190 million yuan, with a steam main pipeline length of about 15 kilometers and a designed supply capacity of 150 tons per hour [5]. - The pipeline system will utilize advanced insulation materials and construction techniques to minimize heat loss during steam transmission, and it will be equipped with intelligent monitoring and adjustment devices for real-time monitoring of steam parameters [5].

Group 1 - Company Zhongmin Resources announced a total guarantee amount of RMB 4.12 billion, accounting for 33.82% of the audited net assets attributable to shareholders as of December 31, 2024 [1] - The actual guarantee amount that has occurred is approximately RMB 2.41 billion, representing 19.79% of the audited net assets attributable to shareholders as of December 31, 2024 [1] - For the first half of 2025, the revenue composition of Zhongmin Resources is as follows: 40.01% from lithium battery new energy raw material development, 21.67% from rare light metal resource development (cesium and rubidium), 21.11% from other business income, 16.83% from trade, and 0.38% from solid mineral exploration technical services [1] Group 2 - The market capitalization of Zhongmin Resources is currently RMB 34.5 billion [2]

其次，产业与科技创新"揭榜挂帅"项目，涵盖磷酸铁锂正极材料、热敏电阻、无人机动态视频检测等20项"卡脖子"技术难题。为推动技术突破与成果落 地，遂宁明确对项目研发、中试、转化环节分别给予资金激励，其中转化环节力度最大——成功实现产业化且在遂宁落地的"卡脖子"技术成果转化项目， 可按项目投资额获得最高2000万元激励。 9月22日，2025中外知名企业四川行遂宁市投资推介会暨项目签约仪式在成都举行。活动现场签约12个产业项目，协议投资总额达139.7亿元，涉及锂电新 能源、电子信息、装备制造、低空经济、数字经济等多个重点领域。 会上，遂宁重点发布两大核心内容：一是西部未来空间产业投资机会清单，明确当前聚焦航空航天、低空经济、无人装备、航空电子等4大赛道布局该产 业，并制定2027年发展目标——建成1条火箭核心部件自动化生产线，实现年产100套火箭发动机及箭体结构件、200架轻型运动飞机与工业/小型无人机， 推出5款新型特定领域无人机、无人艇产品，同时引入多家智能终端制造、航空电子系统集成重点项目。 封面新闻记者 刘虎 在签约环节，遂宁市人民政府与宁德时代签订《"零碳遂宁"项目全面合作协议》，遂宁高新区则分别与云 ...

Core Viewpoint - The company is focusing on developing and utilizing lithium battery raw materials, with a current mining capacity of 4.18 million tons per year, ensuring stable raw material supply for the smelting process [1] Group 1: Business Strategy - The company plans to establish lithium sulfate production capacity in Africa to enhance operational efficiency and reduce transportation costs, which is part of a strategy for industry chain collaboration [1] - The company aims to continuously optimize the stability and economic efficiency of the lithium battery raw material supply chain by integrating domestic and international resources and capacity allocation in response to market and policy changes [1]

近年来，遂宁锚定"锂电之都"发展定位，深入推进新型工业化，加快培育新质生产力，大力实施锂电新 能源产业建圈强链行动，巩固锂电池产业优势，发力固态电池产业新赛道，产业链竞争力持续攀升。目 前，遂宁已培育锂电新能源产业规模以上企业50余户，产业规模约670亿元，约占四川省锂电产业的四 分之一。今年以来，遂宁锂电新能源产业增加值保持了15%的增长态势。 新华财经成都9月20日电（记者袁波）9月19日至20日，"2025遂宁国际锂电产业大会"在四川省遂宁市举 行。大会发布了《全球锂电新能源产业知识产权现状及发展趋势分析报告》，固态电池复合金属锂负极 材料项目、8GWh锂离子电芯及5GWh储能电池生产项目等锂电及关联产业项目集中签约落户，协议投 资额158亿元。 大会发布了《全球锂电产业链地图发展白皮书（2025年）》，首次以地图形式呈现各国锂电产业发展及 锂资源布局情况，系统展现了全球锂电产业链从简单出口贸易到技术出口再到海外投资建厂布局的纵向 发展特点。 大会期间，遂宁市人民政府、遂宁经开区与西北工业大学、电子科技大学、中国地质大学（武汉）等8 家高校院所签订合作协议，搭建"产学研用"协同创新平台，推动科研成果与产 ...

Core Viewpoint - The company reported a decline in net profit for Q2 2025, but demonstrated resilience in profitability despite falling lithium prices and maintained a strong cash position [1][2][3] Financial Performance - In Q2 2025, the company achieved a net profit of 209 million yuan, down 30% year-on-year, but up 9% quarter-on-quarter; the non-recurring net profit was 145 million yuan, down 51% year-on-year and down 20% quarter-on-quarter [1] - The company’s lithium salt sales reached approximately 12,050 tons in the first half of 2025, with the average price of battery-grade lithium carbonate at 70,400 yuan per ton, a year-on-year decrease of 32% [2] - The company’s special steel business generated revenue of 2.831 billion yuan in the first half of 2025, a year-on-year decrease of 6.28%, with a gross margin of 11.52%, down 0.79 percentage points year-on-year [2] Business Strategy - The company shifted its sales model to a combination of spot sales and futures to stabilize relationships with quality customers and mitigate price volatility impacts on profitability [2] - The company has a robust cash position with 5.224 billion yuan in cash and minimal long-term debt, resulting in financial income of 11.32 million yuan in Q2 2025 [2][3] Dividend Policy - The company declared a mid-year dividend of 159 million yuan, representing approximately 40% of the net profit for the first half of 2025 [3] Resource and Production Capacity - The company possesses high-quality upstream lithium resources, ensuring stable raw material costs for lithium salt production [3] - The company’s subsidiary holds mining rights with significant reserves of lithium-bearing minerals, which are crucial for lithium production [3] - The company is positioned as a cost-effective lithium producer and is expected to enhance profitability through capacity expansion and a new lithium carbonate project [3]

Group 1 - The 2025 Global Innovation Index (GII) ranks the Shenzhen-Hong Kong-Guangzhou cluster as the top innovation cluster, surpassing the Tokyo-Yokohama cluster which previously held the first position [2] - China leads with the most clusters in the top 100, having 24 clusters, while the United States follows with 22 clusters [2] - Two new clusters entered the top 100 for the first time this year from China: Ningbo at 93rd and Ningde at 99th [3] Group 2 - Ningde ranks fourth globally in innovation intensity, which is a measure of patents, scientific publications, and venture capital transactions normalized by population [4] - The surge in innovation intensity in Ningde is attributed to the significant patent activity of CATL (Contemporary Amperex Technology Co., Limited), which is the leading applicant in the cluster [4][5] - Ningde's four main industries include lithium battery new energy, new energy vehicles, stainless steel new materials, and copper materials, with a reported industrial value-added growth of 15.8% year-on-year from January to July [5] Group 3 - The GII introduced a new indicator this year focusing on venture capital transactions, which reflects entrepreneurial activity and innovation financing [11] - The top 10 innovation clusters contribute to 40% of global PCT applications, indicating a high concentration of innovation activities in these areas [11][13] - The report highlights that the geographical concentration of patent applications and venture capital transactions is higher than that of scientific publications, with the top 100 clusters accounting for approximately 70% of global patent applications and venture capital activities [13]

Core Viewpoint - The 2025 Global Innovation Index (GII) report reveals significant changes in global innovation clusters, with the Shenzhen-Hong Kong-Guangzhou cluster surpassing the Tokyo-Yokohama cluster to take the top spot, marking a shift in the global innovation landscape [2][3]. Group 1: Global Innovation Cluster Rankings - The Shenzhen-Hong Kong-Guangzhou cluster ranks first, followed by Tokyo-Yokohama in second, and San Jose-San Francisco in third [2]. - China leads with the most clusters in the top 100, totaling 24, while the United States has 22 [3]. - Two new clusters entered the top 100 for the first time: Ningbo at 93rd and Ningde at 99th [4]. Group 2: Innovation Intensity and Key Players - Ningde ranks fourth globally in innovation intensity, which is a measure of patents, scientific publications, and venture capital transactions normalized by population [5][6]. - The surge in innovation intensity in Ningde is attributed to the significant patent activities of CATL (Contemporary Amperex Technology Co., Limited) [6][7]. - In the first seven months of the year, Ningde's industrial output value increased by 15.8%, with its four main industries (lithium battery new energy, new energy vehicles, stainless steel new materials, and copper materials) contributing significantly to this growth [7]. Group 3: Changes in Ranking Methodology - The GII introduced a new indicator this year, focusing on venture capital transactions, which allows for a better understanding of entrepreneurial activities and innovation financing [14]. - The report indicates that the top 10 innovation clusters contribute to 40% of global PCT applications and 35% of venture capital transactions, highlighting their importance in the global innovation ecosystem [17].