格隆汇11月24日丨壹石通(688733.SH)在投资者互动平台表示，1、截至目前，公司固体氧化物电池 （SOC）项目正在按照既定计划稳步推进，首个示范工程项目的第一个8kW级SOFC系统已完成安装， 正在做系统调试优化。首个SOFC示范工程项目有望在2026年第一季度逐步投入运行。 2、截至目前， 公司人工合成高纯石英砂的相关技术指标和性能优化已完成，正在推进下游制品验证，并已对接单晶厂 开展应用端测试，以加快市场导入，力争尽早实现批量出货。该产品的大规模商业化应用尚需一定的验 证周期，预计将在光伏用坩埚内层砂率先应用，而在半导体领域的应用验证周期更长。 ...

格隆汇11月24日丨壹石通(688733.SH)在投资者互动平台表示，1、公司固体氧化物电池（SOC）系统项 目正在按照既定计划稳步推进，首个示范工程项目的第一个8kW级SOFC系统已完成安装，正在做系统 调试优化。首个示范工程项目有望在2026年第一季度逐步投入运行。 2、公司"年产1GW固体氧化物能 源系统项目"预计总投资约12.07亿元，该项目建成达产后将形成年产1GW固体氧化物能源系统的生产规 模，包含固体氧化物燃料电池（SOFC）和固体氧化物电解池（SOEC）产品。目前该建设项目正在开 展厂房主体结构施工。 3、目前公司正在与国内外的目标客户进行接触，短期目标是多建示范工程，积 累运行数据，加强示范应用和数据采集，以实现系统的持续优化。公司SOFC产品未来最大的目标市场 将是AIDC（人工智能数据中心）等大型用电、热电联供的应用场景。 ...

这些矿地属于摩洛哥磷酸盐集团OCP，国家全资控股，严格管理统一出口。根据OCP发布的数据，2024年公司营业额达97亿美元，毛利润62.6亿美元。2025 年，公司还将在Jorf Lasfar新增TSP（三重超磷酸盐）年产线，出口量直指南美、印度农业市场。 灰白色土地的价值，不止是产量。全球磷酸盐进入新能源赛道后，磷价一路飞升。中国2023年进口磷矿140.7万吨，是上一年的40倍，国内磷价从400元涨到 1100元/吨。这就是"矿主变裁判"的瞬间。 在地球的西北角，有一块土地，用卫星一看，全是灰白色。不是火山灰，也不是沙漠风，是磷矿多到压塌土层。摩洛哥，一听名字像旅游国家，一查数据， 是全球磷资源的霸主级存在：600亿吨储量，占全球70%以上。 这些灰白矿石，不只用来种田，更成了磷酸铁锂电池的灵魂材料。中国企业拼命搬厂建园，争着要"插队入局"。 全球新能源赛道刚起跑，摩洛哥就站上了发令台。这场由磷引爆的资源大战，主角不是传统能源国，而是一片土腥味极重的非洲土地。 地图上看，摩洛哥像是个被撒哈拉遗忘的小角落，东挨阿尔及利亚，西临大西洋。但拉近看，那是全球磷酸盐最密集的地区。Khouribga、Bengueri ...

Group 1: Report Overview - Report Title: Carbonate Lithium Weekly Report [2] - Report Date: November 24, 2025 [3] Group 2: Weekly View Supply Situation - Last week, carbonate lithium production increased by 465 tons week-on-week to 24,315 tons, and October production increased by 10% month-on-month to 105,040 tons [5] - Ningde Jianxiawo Mine has been shut down for 3 months, and production enterprises in Yichun and Qinghai have received notices for the re-review of mining rights transfers, affecting supply [5] - In the third quarter, Australian mines achieved cost control, and the space for further cost reduction is extremely limited. Most mainstream Australian mines have reduced their capital expenditure for fiscal year 25 [5] - In October 2025, China imported 652,000 tons of lithium concentrate, a month-on-month decrease of 8.3%. The top three importing countries were Australia, Zimbabwe, and Nigeria. Imports from Australia decreased by 15% month-on-month, those from Zimbabwe increased by 41% to 150,000 tons, and those from Nigeria remained flat at 120,000 tons [5] - In October, carbonate lithium imports were 23,881 tons, a month-on-month increase of 21.9%. Imports from Chile were 14,800 tons, accounting for 62% [5] - The CIF price of imported lithium spodumene concentrate increased week-on-week, and some manufacturers producing carbonate lithium from purchased lithium ore faced cost inversion. Enterprises with their own ore and salt lakes had some profit support, while lithium hydroxide manufacturers faced greater cost pressure [5] Demand Situation - In October, overall production scheduling increased month-on-month. In September, the production scheduling of large battery cell manufacturers increased by 8% month-on-month [6] - In October, the combined production of power and other batteries in China was 170.6 GWh, a month-on-month increase of 12.9% and a year-on-year increase of 50.5%. The combined export was 28.2 GWh, a month-on-month increase of 5.5% and a year-on-year increase of 33.5%. Sales were 166.0 GWh, a month-on-month increase of 13.3% and a year-on-year increase of 50.8% [6] - The trade-in policy and the extension of the new energy vehicle purchase tax on the policy side are expected to continue to support the rapid growth of new energy vehicle sales in the Chinese market [6] Inventory Situation - This week, carbonate lithium inventory showed a destocking state. Factory inventory decreased by 1,430 tons, market inventory increased by 426 tons, and futures inventory decreased by 322 tons [6] Strategy Suggestions - From the supply side, Ningde Jianxiawo Mine is still shut down. In October, domestic carbonate lithium production increased by 10% month-on-month, imports of lithium concentrate were 652,000 tons, a month-on-month decrease of 8.3%, and the total imports of carbonate lithium were about 24,000 tons, a month-on-month increase of 22% and a year-on-year increase of 3%. Downstream demand is strong, and the domestic supply and demand remain in a tight balance. It is expected that subsequent imports of lithium salts from South America will supplement the supply [7] - From the demand side, the terminal demand for energy storage continues to be good. It is expected that the production scheduling of cathode materials in October will increase by 4% month-on-month after an 8% increase in September. The risk of mining licenses in Yichun persists. With profit recovery, lithium production from ore continues to increase, and the cost center moves up. The process of new contract signing and application for Yichun mining enterprises is still undetermined. Downstream production scheduling exceeds expectations, and attention should be paid to the disturbances at the Yichun mining end [7] - Downstream enterprises are actively purchasing carbonate lithium, and destocking continues. It is expected that prices will continue to fluctuate strongly. Attention should be paid to the progress of mining licenses in Yichun mines and the resumption of production at Ningde Jianxiawo Lithium Mine [7] Group 3: Key Data Tracking - The report presents multiple data charts, including the spot tax-included average price of carbonate lithium, weekly and monthly production of carbonate lithium, weekly and monthly inventory of carbonate lithium, factory monthly inventory, average price of lithium concentrate, production of different raw materials for carbonate lithium, production and loading volume differences of domestic power batteries and lithium iron phosphate, average production cost of carbonate lithium, monthly production of lithium iron phosphate and ternary materials, import volume of lithium spodumene, average price of lithium iron phosphate for power use, and average price of ternary materials type 8 NCA [9][10][19]

广汽集团董事长冯兴亚日前在2025广州车展上宣布，广汽集团于广州番禺建设的全固态电池中试产线已 正式建成并投产。广汽集团平台技术研究院新能源动力研发负责人祁宏钟表示，当前开发的全固态电池 能量密度较现有电池提升近一倍，可使500公里以上续航车型提升至1000公里以上。计划2026年开展小 批量装车试验，2027年至2030年间逐步实现批量生产。证券时报·数据宝统计，今年以来，固态电池概 念股股价平均上涨60.91%，海科新源、上海洗霸、多氟多、中一科技等9股的股价涨幅居前，年内均上 涨超100%。业绩预期方面，固态电池概念股中，10只概念股获至少10家机构给予评级，且机构一致预 测2025年和2026年业绩有望持续超20%幅度增长，包含恩捷股份、璞泰来、先导智能、天赐材料、厦钨 新能等股。 ...

Core Viewpoint - After the end of the IPO lock-up period for CATL (03750.HK), the stock price adjusted by 9% over the past two days, with the HA premium narrowing to 15% [1] Valuation and Growth - Based on a price-to-earnings ratio of 22 times and 18 times for the fiscal years 2026 and 2027, CATL's H-share valuation appears more attractive compared to its projected 31% compound annual growth rate in earnings from 2025 to 2027 [1] - The target price for CATL's H-shares is maintained at HKD 685, with the rating upgraded from "Outperform" to "Highly Confident Outperform" [1]

天眼查工商信息显示，近日，分宜赣锋锂电科技有限公司成立，法定代表人为田文进，注册资本1亿人 民币，经营范围含电池制造、电容器及其配套设备制造、专用仪器制造、电池销售、电容器及其配套设 备销售、新材料技术研发、新材料技术推广服务、工程和技术研究和试验发展等。股权全景穿透图显 示，该公司由赣锋锂业（002460）旗下江西赣锋锂电科技股份有限公司全资持股。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在储能业务上有贡献收入吗？占比是多少？ 格力博（301260.SZ）11月24日在投资者互动平台表示，公司基于对新能源动力和智能技术发展趋势的 深刻理解，创新性地开发了24V、40V、60V、80V和82V多个电池组动力平台，打造了以电池组为核心 的智能生态系统。电池包，包括相配套的逆变器，目前主要以整机及相关产品配套销售为主，单纯电池 包产品的收入占比较小。 ...

宁德时代近50%的H股IPO锁定股份已于11月20日起解禁，约7750万股面临潜在抛售。小摩表示，中石 化等部分策略投资者不太可能出售股份，但基于宁德时代股价较上市价高107%，而且H股现价较A股溢 价23%，这在双重上市股份中极为罕见，故股份解禁将对股价出现一定压力。 值得注意的是，宁德时代股东黄世霖拟通过询价转让方式，转让公司股份4563.24万股，占公司截至 2025年11月13日总股本的1%。11月17日晚间，询价申购情况披露，初步确定询价转让价格为376.12元/ 股。以此计算，黄世霖将套现171.63亿元。公开信息显示，黄世霖是宁德时代的联合创始人，曾担任公 司副董事长、副总经理。目前，黄世霖直接持有宁德时代10.21%的股权，为公司第三大股东。 智通财经APP获悉，香港联交所最新资料显示，11月21日，宁德时代(03750)股东将股票由高盛(亚洲)证 券转入花旗银行，转仓市值29.05亿港元，占比3.86%。 ...

天眼查App显示，近日，分宜赣锋锂电科技有限公司成立，法定代表人为田文进，注册资本10000万人 民币，经营范围为一般项目：电池制造，电容器及其配套设备制造，专用仪器制造，电池销售，电容器 及其配套设备销售，新材料技术研发，新材料技术推广服务，工程和技术研究和试验发展，技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广，工业设计服务，货物进出口（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动）。 ...