Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the new energy industry, with significant potential for growth through market opportunities and technological innovation [4] Summit Highlights - The summit is recognized as a premier annual event in the lithium battery sector, attracting over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product displays from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will focus on battery applications in various sectors, including electric vehicles, marine electrification, and the emerging opportunities in the cylindrical battery market [8]

Core Viewpoint - The announcement of EVE Energy's plan to list H-shares in Hong Kong signifies a strategic move to enhance its capital strength and global competitiveness, following the recent listing of CATL, indicating a trend of Chinese lithium battery companies expanding their international presence [2][5][9]. Group 1: Company Strategy - EVE Energy aims to improve its capital strength and comprehensive competitiveness through the Hong Kong listing, while also enhancing its international brand image and supporting its global strategy [5][6]. - The company is currently in discussions with intermediaries regarding the listing process, with a focus on timing and market conditions to maximize shareholder interests [3][4]. Group 2: Market Context - The successful listing of CATL in Hong Kong reflects a broader trend of Chinese manufacturing firms seeking to connect with international capital markets, driven by supportive policies and market conditions [4][9]. - Other lithium battery companies are also pursuing listings in Hong Kong to leverage more flexible financing channels and optimize their capital structures, indicating a collective industry shift towards global expansion [8][9]. Group 3: Performance Metrics - EVE Energy reported a revenue of 12.796 billion yuan in the first quarter of this year, representing a year-on-year increase of 37.34%, with overseas business contributing significantly to profits [6]. - The company has ambitious plans for overseas production capacity, including a battery production base in Hungary and a facility in Malaysia, which are expected to enhance its global supply chain [6].

碳酸锂日报 碳酸锂日报（2025 年 6 月 11 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | 2025-06-10 2025-06-09 | | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 60760 | 60700 | 60 | | | | 连续合约收盘价 | 元/吨 | 61000 | 60540 | 460 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 628 | 628 | 0 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 675 | 675 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1185 | 1185 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5620 | 5620 | 0 | | | | 磷锂铝石（L ...

Group 1 - Robotech clarified that it is not being excluded from the supply chain by major companies like Nvidia, TSMC, Huawei, SpaceX, Samsung, and Broadcom, indicating stable business operations [1] - The company focuses on high-end automation equipment and intelligent manufacturing execution systems based on industrial internet technology [1] - Investors are encouraged to monitor the company's core technology innovations and market expansion for long-term investment value [1] Group 2 - Jinyinhai announced that its recent strategic cooperation in solid-state battery development will not have a significant short-term impact on its performance [2] - The company's stock experienced abnormal fluctuations, with a cumulative price increase of over 30% in three consecutive trading days, reflecting market optimism regarding the solid-state battery collaboration [2] - Investors should pay attention to the progress of the cooperation and market changes to assess the company's long-term value more comprehensively [2] Group 3 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to develop flexible fabric pressure sensors and robotic electronic skin [3] - This partnership aims to leverage each company's strengths in product development, production management, and application scenarios, targeting automotive and consumer technology markets [3] - The collaboration is enhanced by the backing of Xiaomi Technology, suggesting potential new developments in the smart robotics field [3]

Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The 18th High-tech Lithium Battery Industry Summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the global new energy industry, leveraging its strong foundation and potential for significant breakthroughs in the sector [4] Summit Highlights - The summit is recognized as a top-tier industry event, gathering over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product showcases from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will address battery selection and matching for various applications, including electric vehicles and marine electrification [8] - The summit will also explore new opportunities in the cylindrical battery market and innovations in battery technology for humanoid robots and other applications [8]

Core Viewpoint - The solid-state battery has emerged as a crucial direction in the new round of technological competition in the electric vehicle industry, with significant advancements in research and development accelerating the industrialization process [1][2]. Industry Developments - The solid-state battery is expected to drive a new round of technological upgrades in the lithium battery industry, showcasing significant advantages in energy density and safety compared to liquid batteries [2]. - The solid-state battery industry chain is developing rapidly, with breakthroughs in materials such as solid electrolytes, silicon-carbon anodes, and new cathode preparation processes [2]. - Major automotive companies are planning to launch new models equipped with solid-state batteries, indicating a strong market interest [2]. Policy and Standards - The release of the "Full Solid-State Battery Determination Method" and the upcoming new national standards for power batteries by the Ministry of Industry and Information Technology in April 2025 will impose stricter requirements on battery thermal runaway and diffusion [2]. - National policies are showing a positive encouragement trend towards the solid-state battery industry, aiming to accelerate its top-level construction [2]. Market Dynamics - The solid-state battery industry is influenced by a combination of market demand, policy encouragement, and industrial upgrades, which are expected to facilitate a new round of technological iterations in the lithium battery sector [2].

Core Viewpoint - The company, Haiyue Energy Group Co., Ltd. (*ST Haiyue), is facing delisting from the Shanghai Stock Exchange due to financial difficulties and a significant decline in its business performance [1][4]. Group 1: Company Overview - Haiyue Energy Group was established in 1993 and listed on the Shanghai Stock Exchange in 2004, primarily engaged in oil trading, wholesale and retail of refined oil, lithium carbonate business, property leasing, and venture capital [4]. - For the fiscal year 2024, *ST Haiyue reported a revenue of 1.483 billion yuan and a net loss attributable to shareholders of 299.8 million yuan [4]. Group 2: Financial Performance - The company's bulk trading business has declined compared to the previous year, influenced by the overall downturn in the traditional energy sector and risk control measures [5]. - The market price of lithium carbonate has also decreased compared to the same period last year, leading the company to make provisions for inventory impairment related to lithium carbonate and other products [5]. - The company has recognized asset impairment losses on receivables based on a cautious approach, considering the end-of-period situation [5].

| 元用期货 | | | 碳 锌 8 详20250610:国内碳酸锂6月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-06-09 | 2025-06-06 | 2025-06-03 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 60540.00 | 60820.00 | 59900.00 | -280.00 | | | | 连一合约 | 收盘价 | 60700.00 | 60440.00 | 59940.00 | 260.00 | | | | 连二合约 | 收盘价 | 60960.00 | 60920.00 | 59900.00 | 40.00 | | | | 连三合约 | 收盘价 | 60960.00 | 60920.00 | 59820.00 | 40.00 | | | | | 收盘价 | 60700.00 | 60440.00 | 59940.00 | 260.00 | | | 砖酸锂期货 | 活跃合约 | 成交量(手) ...

9月进行中期验收、验收指标较为严苛。工信部9月对六家单位进行中期审查，电芯尺寸要求60Ah级别，从至 少300支电芯中随机选取100支进行检测，验收指标和方式较为严苛，能量密度要求350Wh/kg+，叠加其他电 芯测试数据，各家性能要求或略有区别。此外，工信部项目或有淘汰机制，不排除有新中标单位进入。产业 链进展快于项目预期，头部厂商已建立超低露点车间，单次进行公斤级投料，单次生产电芯30-50支，其余电 池厂均在全力推进。 往期推荐 主机厂电芯采购：兼顾性能和成本 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 比亚迪出海：发力东南亚 CATL ： 储能市场增长高于动力 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 ...

Group 1 - The core viewpoint of the article emphasizes the importance of balancing performance and cost in battery cell procurement for automotive manufacturers [6] - BYD is expanding its operations in Southeast Asia, indicating a strategic move to capture new markets [6] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [6]