南财智讯12月30日电，湘潭电化公告，公司拟将募投项目"年产3万吨尖晶石型锰酸锂电池材料项目"整 体建设完工期由2025年12月31日延长至2026年12月31日。该项目计划投入募集资金4.78亿元，资金来源 于向不特定对象发行可转换公司债券，用于新增锰酸锂产能。延期原因为公司结合技术研发和客户开发 进度，审慎控制投资节奏，合理配置资源，以保障项目建设质量与预期效果。项目一期年产2万吨生产 线已建成投产，公司锰酸锂年产能已达4万吨。本次延期不涉及项目实施主体、用途、投资规模的变 更，不影响募集资金投向，不存在损害股东利益的情形，不会对公司当前生产经营造成不利影响，符合 公司长期发展规划。 ...

Core Viewpoint - L&F Co, a South Korean battery materials company, significantly reduced its supply contract with Tesla due to various issues, including delays in the Cybertruck development and changing consumer preferences [1] Group 1: Contract Details - L&F's supply contract with Tesla was initially valued at 3.83 trillion KRW (approximately 26.7 billion USD) but has been drastically cut to only 973 million KRW (about 6,779 USD), representing a 99% reduction [1] - The change in supply quantity is cited as the primary reason for the drastic reduction in the contract value [1] Group 2: Supply Issues - L&F was originally scheduled to supply high-nickel cathode materials for the Cybertruck's battery from January 2024, but the actual supply has been minimal due to delays in the Cybertruck's development [1] - Consumer preference has shifted towards Tesla's Model 3 sedan and Model Y SUV, further impacting L&F's supply volume [1] Group 3: External Influences - The contract has also been affected by macroeconomic policies and issues, including the cancellation of subsidies under the U.S. Inflation Reduction Act [1]

Major Companies - L&F, a South Korean battery materials manufacturer, announced a significant reduction in its supply agreement with Tesla for 2023, from an initial estimate of $2.9 billion to $7,386 [1] - NIO delivered its 40,000th unit of the new ES8 model, achieving this milestone in just 100 days since deliveries began on September 21, setting a record for vehicles priced above 400,000 yuan in China [2] - Coupang, a major e-commerce company in South Korea, is under investigation by a special prosecutor's team regarding allegations of unpaid severance for some employees and potential interference by senior prosecutors [2] New Products - Tencent Yuanbao announced the launch of a "task" feature, allowing users to set reminders for their schedules and self-discipline habits [4] Investment and Financing - Kunlun Yuan AI completed a 30 million yuan angel round financing, with a post-investment valuation of 530 million yuan, aimed at developing its TransformerX architecture and expanding into international markets along the Belt and Road [5] - Borui Biological announced over 100 million yuan in Series A financing, led by Qianji Capital, to enhance its global presence and expand its biosafety testing platform [5] Other Noteworthy News - The Korea Ministry of Trade, Industry and Energy reported that South Korea's export value has surpassed $700 billion for the first time this year [8] - The Chicago Mercantile Exchange announced an increase in margin requirements for various metal futures, including gold and silver, due to recent price volatility [8]

Core Insights - The article highlights the establishment of a lithium iron manganese phosphate (LMFP) production project in Yinchuan, Ningxia, with a total investment of 4.8 billion yuan [1] - The project aims to produce 130,000 tons of LMFP annually, with the first phase set to achieve an annual output of 25,000 tons, generating an estimated annual revenue of no less than 1 billion yuan and creating over 100 jobs [1] - The completion of the project is expected to enhance the new battery materials industry chain in the park, promoting upgrades towards high-end, green, and intelligent development [1] Summary by Sections - **Investment and Project Details** - The total investment for the LMFP production project is 4.8 billion yuan [1] - The project will be constructed in two phases, with the first phase focusing on an annual production capacity of 25,000 tons [1] - **Economic Impact** - Upon reaching full production, the project is projected to achieve an annual output value of at least 1 billion yuan [1] - The project will create over 100 new jobs, contributing to local employment [1] - **Industry Development** - The project aims to improve the new battery materials industry chain within the park [1] - It is expected to drive the industry towards high-end, green, and intelligent upgrades [1]

生意社12月29日讯近日，湖南裕能宣布自2026年1月1日起对部分产线检修一个月，预计减少磷酸盐正极 材料产量1.5至3.5万吨。 PriceSeek评析 磷酸铁锂，多空评分：1.5 湖南裕能宣布自2026年1月1日起检修部分产线一个月，预计减少磷酸盐正极材料(磷酸铁锂)产量1.5至 3.5万吨。这将导致市场供应显著减少，在新能源汽车和储能需求持续稳定的背景下，现货价格可能受 到上行压力。减产规模占行业月度产量的一定比例，形成一般利好支撑，但需关注其他生产商的产能补 充情况。 【大宗商品公式定价原理】生意社基准价是基于价格大数据与生意社价格模型产生的交易指导价，又称 生意社价格。可用于确定以下两种需求的交易结算价： 1、指定日期的结算价 2、指定周期的平均结算价 定价公式：结算价=生意社基准价×K＋C K：调整系数，包括账期成本等因素。 C：升贴水，包括物流成本、品牌价差、区域价差等因素。 生意社12月29日讯近日，湖南裕能宣布自2026年1月1日起对部分产线检修一个月，预计减少磷酸盐正极 材料产量1.5至3.5万吨。 PriceSeek评析 磷酸铁锂，多空评分：1.5 湖南裕能宣布自2026年1月1日起检修 ...

Core Viewpoint - The article discusses the recent developments in the sodium-ion battery industry, particularly focusing on Xinsen Carbon Industry's IPO and its role in producing hard carbon materials, which are crucial for sodium-ion batteries [2]. Group 1: Company Overview - Xinsen Carbon Industry has submitted its IPO application, with its main business being the research, production, and sales of high-performance porous carbon materials [2]. - The company’s hard carbon products are designed to meet the performance standards of imported products from Japan, utilizing raw materials such as palm shells, bamboo, coconut shells, and fruit shells sourced from multiple bases in Fujian and Jiangxi [2]. Group 2: Market Position and Collaborations - Hard carbon accounts for 97.5% of the total production in the sodium-ion battery sector, indicating its dominance as a negative electrode technology [2]. - Xinsen Carbon has signed a strategic cooperation agreement with Zhongna Energy for the mass production of sodium-ion battery negative materials [2]. Group 3: Industry Trends and Challenges - The sodium-ion battery industry is facing engineering challenges, particularly in the development of negative materials, which are considered a significant technical bottleneck [2]. - Current raw material sourcing for sodium-ion negative materials is heavily reliant on coconut shells, which is affected by overseas imports. The industry is exploring alternatives such as bamboo carbon and coal-based materials [2]. Group 4: Production Capacity and Developments - Domestic high-capacity hard carbon has reached a specific capacity of 300-330 mAh/g, nearing international levels, with production capacity rapidly increasing from thousands of tons to tens of thousands of tons [2]. - In March, the first phase of a project by Baisige to produce 20,000 tons of sodium-ion hard carbon negative materials commenced trial production [3]. Group 5: Future Prospects - By 2025, Baisige has secured nearly 100,000 tons of cooperation orders for sodium-ion hard carbon negative materials, including a significant order from Chaowei for over 30,000 tons [4]. - The production capacity planning for sodium-ion negative materials has exceeded several hundred thousand tons, with new projects being initiated, such as a 50,000-ton capacity facility in Guangxi [5]. Group 6: Technological Developments - The acceleration of sodium-ion negative material industrialization is not in conflict with the emerging anode-free technology, as both can complement each other in advancing sodium battery technology [6].

资金用途：主要用于建立一条吨级小试生产线 作者丨欧雪 编辑丨袁斯来 硬氪获悉，专注于高端碳材料领域的大元硬碳（惠州）新材料科技有限公司（下称"大元硬碳"）已于近期完成近千万元天使轮融资。我们总结了本轮融资信 息和该公司几大亮点： 融资金额与资金用途 融资轮次：天使轮 融资金额：人民币800万元 投资方：惠州仲恺新兴产业投资有限公司（广东国资背景） 公司基本信息 成立时间：2024年 总部地点：广东省惠州市仲恺高新区 核心定位：一家基于树脂基路线的高性能碳材料供应商，初期聚焦于满足市场对下一代电池的负极材料需求。 核心产品与技术优势：钠离子电池用硬炭负极：实验室样品已实现比容量≥390mAh/g，首效≥93%的技术指标。公司称，该数据远高于当前市场成熟产品 （约290-300mAh/g）及目前行业头部企业下一代电池所用材料水平（约320-350mAh/g）。 硅碳负极用多孔炭骨架：掌握用于化学气相沉积（CVD）法硅碳负极的多孔炭骨架制备技术。该材料是高端硅碳负极的核心，目前高端市场被日本企业 （如Kuraray等）垄断，价格高达30万元/吨。大元硬碳的目标是在2027年将高性能树脂基多孔炭的售价降至10万元/吨 ...

重点关注 全国财政工作会议12月27日至28日在北京召开。会议指出，2026年继续实施更加积极的财政政策。一是 扩大财政支出盘子，确保必要支出力度。二是优化政府债券工具组合，更好发挥债券效益。三是提高转 移支付资金效能，增强地方自主可用财力。四是持续优化支出结构，强化重点领域保障。五是加强财政 金融协同，放大政策效能。 财政部：明年继续安排资金支持消费品以旧换新 财政部部长蓝佛安表示，明年财政将大力提振消费。深入实施提振消费专项行动，继续安排资金支持消 费品以旧换新，调整优化补贴范围和标准。 中国人民银行发布《中国金融稳定报告(2025)》。报告提出，着力健全有利于"长钱长投"的制度政策环 境，显著提高各类中长期资金实际投资A股的规模和比例，努力实现中长期资金保值增值、资本市场平 稳健康运行与实体经济高质量发展的良性循环。 中国ETF正式迈入6万亿时刻。 上交所推出2026年系列降费让利措施，免收沪市上市公司上市费，减免交易单元使用费，免收可转债以 外的债券交易经手费等。 宏观要闻 2026年全国两会召开时间来了 十四届全国人大常委会第十九次会议12月27日上午表决通过了关于召开十四届全国人大四次会议的决 定 ...

Core Viewpoint - Several lithium iron phosphate manufacturers have announced production halts for maintenance due to high upstream raw material prices, leading to cost pressures [1] Group 1: Company Responses - Companies such as Hunan Youneng, Wanrun New Energy, Defang Nano, and Anda Technology have declared production halts for maintenance [1] - Wanrun New Energy stated that the maintenance of certain production lines does not affect overall orders and shipments [1] Group 2: Industry Analysis - The reduction in production by leading companies is attributed to equipment maintenance and rising prices of upstream materials like lithium carbonate [1] - An industry association representative noted that manufacturers halting production for maintenance is a necessary measure under current conditions [1]

深度科技研究院院长张孝荣在接受《证券日报》记者采访时表示："当前磷酸铁锂价格已从底部有所回升，但整体来看仍 处于低位，预计行业低效产能将持续出清。" 本报记者 丁蓉 12月26日，磷酸铁锂头部企业深圳市德方纳米科技股份有限公司（以下简称"德方纳米"）发布公告称，计划进行年度设备 检修与维护工作，检修时间从2026年1月1日起，预计一个月。 根据公告，为确保生产设备高效、稳定、安全运行，保障公司产品质量，德方纳米此次将对部分产线按既定安排进行检 修，并对部分设备进行技术改造，使生产设备达到最佳的运行水平。这次检修属年度计划检修，预计不会对公司2026年经营业 绩产生重大影响。 湖南裕能当晚也发布公告称，年初至今，公司产能利用率超100%，为维护设备正常运行和安全稳定生产，保障产品质 量，拟对部分生产线进行检修，检修时间从2026年1月1日起，预计一个月。 "头部企业检修，带来的主要影响是短期供应收紧。加之碳酸锂涨价与下游储能、动力电池需求提升，有望推动磷酸铁锂 价格回升。"陕西巨丰投资资讯有限责任公司高级投资顾问丁臻宇对《证券日报》记者表示。 回顾近年来磷酸铁锂价格走势，Wind数据显示，2022年11月份，磷 ...