4月1日晚间，A股新能源材料上市公司中伟股份（300919）公告，为深入推进"发展全球化"战略部署，打造国际化资本运作平台，助力全球 产业布局持续升维，加快构建国内国际双循环格局。经公司充分研究论证，拟发行H股股票并在香港联合交易所有限公司主板挂牌上市。 今年2月，有报道称，中伟股份正与摩根士丹利、华泰证券合作，筹划在香港上市，计划募资4亿至5亿美元。 关于海外印尼镍冶炼项目的进展方面，中伟股份此前表示，公司积极推进印尼各镍中成品生产基地建设及运营，稳定原材料供应体系并提高企 业整体话语权，在保障体量增长的同时提升风险抵御能力。从冶炼端看，公司目前已在印尼建立四大镍原料产业基地，建成及在建产能规模近 20万金属吨；其中，德邦、翡翠湾项目年产冰镍5.5万金属吨，全部实现满产；NNI8万金属吨冰镍项目以及印尼中青新能源6万金吨冰镍项目 均处于产能爬坡阶段。 2024年1-9月，中伟股份在印尼镍产品整体产出超6万金属吨，后续随着印尼镍冶炼项目产能放量，将持续推动公司盈利提升。从资源端看， 公司持续完善镍资源布局，与印尼具有镍资源开采权的相关企业通过共同投资、获取包销权等方式，共同参与红土镍矿的开发与冶炼，共建全 链 ...

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Group 1: Lithium Prices and Market Outlook - As of April 1, the battery-grade lithium carbonate index price is 74,200 CNY/ton, with a week-on-week increase of 760 CNY/ton [1] - Battery-grade lithium carbonate prices range from 73,400 CNY/ton to 74,800 CNY/ton, averaging 74,100 CNY/ton, reflecting a week-on-week increase of 1,000 CNY/ton [1] - Industrial-grade lithium carbonate prices range from 71,650 CNY/ton to 72,650 CNY/ton, averaging 72,150 CNY/ton, also showing a week-on-week increase of 1,000 CNY/ton [1] - Industry experts suggest that the lithium carbonate price is unlikely to decline further due to multiple Australian mines ceasing operations, signaling industry consolidation in the second half of 2024 [1] Group 2: Ganfeng Lithium's Strategic Developments - Ganfeng Lithium is optimistic about achieving profitability by 2025 through cost reduction and operational efficiency improvements across its lithium chemical, battery, and energy storage segments [2] - The company is accelerating the extraction of low-cost lithium mines, including the Mariana lithium salt lake project and the Goulamina spodumene project, which is expected to have a competitive production cost compared to most Australian mines [2] - Ganfeng Lithium anticipates a lithium resource self-sufficiency rate of 50%-60% this year, with further increases expected as production ramps up at the Goulamina project [2] Group 3: Global Lithium Demand Projections - Global lithium resource demand is projected to reach 1.19 million tons of LCE (lithium carbonate equivalent) in 2024, with electric vehicles accounting for 61% and energy storage for 17% of the demand [3] - By 2025, global lithium resource demand is expected to increase to 1.45 million tons of LCE, with the share of electric vehicles rising to 62% and energy storage to 19% [3] Group 4: Technological Innovations and Product Development - Ganfeng Lithium employs a vertically integrated business model that spans upstream lithium resource development, midstream lithium salt processing, and downstream battery manufacturing and recycling [4] - The company focuses on technological innovation, having developed capabilities in solid-state battery components, including sulfide electrolytes and lithium metal anodes, with plans to expand production capacity in 2024 [4] - Ganfeng Lithium has also developed high-energy density and high-power battery products for various applications, with energy densities ranging from 320 Wh/kg to 500 Wh/kg, and plans to deliver the first batch of samples by 2025 [4] Group 5: Battery Recycling Capabilities - Ganfeng Lithium has established a comprehensive recycling capacity of 20,000 tons for retired lithium-ion batteries and metal waste, achieving a lithium recovery rate of over 90% and a nickel-cobalt recovery rate of 95% [5] - The company's recycling capabilities rank among the top in the industry, highlighting its commitment to sustainability and resource efficiency [5]

Core Viewpoint - The article discusses the challenges faced by Nezha Auto, including significant debt, internal organizational turmoil, and the need for international expansion as a survival strategy in the current economic climate [1][2][3]. Group 1: Nezha Auto's Financial Situation - Nezha Auto has signed a debt-to-equity conversion agreement worth over 2 billion yuan with 134 core suppliers, including major battery suppliers like CATL and Guoxuan High-Tech, as a key self-rescue measure amid nearly 10 billion yuan in debt [1][2]. - By the end of 2024, Nezha Auto's losses are expected to expand to 4.5 billion yuan, with total liabilities nearing 10 billion yuan, of which 60%-70% are accounts payable to suppliers [2]. - The debt-to-equity conversion only covers 20%-25% of Nezha's total liabilities, highlighting the persistent issues from the previous industry cycle [4]. Group 2: Internal Changes and Management Challenges - Nezha Auto is experiencing significant internal upheaval, with changes in key leadership positions, including the CEO and CTO, indicating instability within the organization [2][3]. - The management restructuring aims to improve decision-making efficiency, as seen in the case of Gree, which made substantial changes to its executive team to enhance operational effectiveness [5][6]. Group 3: Industry Trends and Challenges - The article notes that Nezha Auto is not alone in facing these challenges; many companies in the lithium battery industry are also grappling with internal and external pressures, leading to a focus on international expansion and financing [1][4]. - The transition to a new industry cycle is marked by significant adjustments, with companies like Gree and Ganfeng Lithium focusing on cost reduction and efficiency improvements [5][6]. Group 4: International Expansion and Market Opportunities - Nezha Auto plans to leverage its debt-to-equity conversion to support its international expansion, particularly in Southeast Asia, where it has secured local financial backing [7][11]. - The article highlights the increasing importance of international markets for electric vehicle exports, with 2024 seeing a record export of over 2 million electric vehicles [8][9]. Group 5: Obstacles to International Expansion - Companies face multiple challenges in international markets, including tariffs, high operational costs, and compliance with regulations such as the EU's Battery Law [10][11]. - The article emphasizes the need for companies to manage their financial health carefully while pursuing international opportunities, as the risk of financial strain remains significant [11][12].

近日， 化肥龙头跨界锂电布局再度 启幕。 云图控股 3 月 28 日晚间公告，公司近日与广西贵港市人民政府、贵港市覃塘区人民政府签署了《云图智领绿色化工新能源材料项目投资合 作协议书》，拟在贵港覃塘产业园区投资建设云图智领绿色化工新能源材料项目。 公告显示， 该项目总投资约 159 亿元人民币，分三期建设。 2022 年， 云图控股曾公布一份拟募资约 20 亿元的定增项目，其中包含计划建设年产 35 万吨电池级磷酸铁产能和 60 万吨缓控释复合肥 产能以及相关配套设施。 该项目建设内容包括 120 万吨 / 年高效复合肥、 200 万吨 / 年合成氨、 300 万吨 / 年尿素、 50 万吨 / 年液体及颗粒硝铵、 42 万吨 / 年硝酸、 60 万吨 / 年尾气清洁剂、 30 万吨 / 年磷酸铁、 15 万吨 / 年磷酸铁锂 、 25 万吨 / 年精制酸、 21 万吨 / 年双氧水、 25 万 吨 / 年空分液体产品、 25 万吨 / 年液体 CO2 、 6 万吨 / 年硫酸等生产装置等。 01 化肥龙头入局锂电 作为化肥龙头， 云图控股深耕化肥行业 30 年，已建成除尿素外的氮肥、磷肥完整产业链。 通过实 ...

Core Viewpoint - Tianqi Lithium Industry is focusing on technological innovation and optimization of its layout, with the establishment of the Innovation Research Institute aimed at advancing research in next-generation high-performance lithium battery materials and other related fields [1][2]. Group 1: Innovation Research Institute - The Tianqi Lithium Innovation Research Institute has a total construction area of over 4,500 square meters and is located in the Chengdu Science and Technology Innovation Ecological Island [1]. - The institute will focus on key research areas such as comprehensive utilization of mineral resources, new lithium extraction technologies, and battery recycling [1][2]. - It aims to serve as a center for attracting high-level scientific research talent and facilitating the exchange of knowledge, technology, and experience [2]. Group 2: Achievements and Collaborations - The institute has already developed groundbreaking technologies, including the world's first preparation technology for lithium sulfide, a key material for solid-state electrolytes, which enhances battery energy density and safety [2]. - The third Innovation Season attracted 39 high-quality innovation projects from both domestic and international participants, promoting collaboration with several universities and research institutions [3]. - Tianqi Lithium has established deep cooperation with institutions like Beijing University of Science and Technology and Harbin Institute of Technology, focusing on the development of new materials and technologies for next-generation solid-state batteries [3]. Group 3: Future Plans - In 2024, the company plans to initiate over 20 company-level projects covering new product development and cutting-edge technology reserves [3]. - The company aims to publish 14 SCI/EI papers and achieve record highs in patent applications and grants [3].

Core Viewpoint - The lithium industry has undergone significant adjustments over the past year, with Ganfeng Lithium reporting its first annual loss since its listing, and a revenue decline of over 40% in 2024 [1][4]. Financial Performance - Ganfeng Lithium's 2024 revenue was 18.91 billion yuan, a year-on-year decrease of 42.66% from 32.97 billion yuan in 2023 [4][6]. - The net profit attributable to shareholders was -2.07 billion yuan, down 141.93% from a profit of 4.95 billion yuan in the previous year [4][6]. - The company's total liabilities reached 53.24 billion yuan, a 35.20% increase compared to the previous year [5][6]. - The asset-liability ratio stood at 52.80%, with total assets of 100.83 billion yuan, reflecting a 9.96% increase from the beginning of the year [4][5]. Market Conditions - The price of lithium carbonate has shown a downward trend, dropping from 101,000 yuan per ton at the beginning of 2024 to 75,000 yuan per ton, a decline of 25.74% [7]. - The average selling price of lithium chemical materials decreased by 21.04% in the second half of 2024 compared to the first half, while lithium battery products saw a 10% price drop [8]. Production Capacity and Expansion Plans - Despite the losses in 2024, Ganfeng Lithium continues to expand its production capacity, aiming to achieve an annual production capacity of no less than 600,000 tons of lithium products by 2030 [9]. - The company has several projects in progress, including a 25,000-ton lithium hydroxide project in Fengcheng and a 50,000-ton lithium salt project in Sichuan, expected to be operational by the end of 2024 [10]. Production Facilities - Ganfeng Lithium operates multiple production bases with significant design capacities, including: - 81,000 tons/year of lithium hydroxide in Xinyu, Jiangxi - 40,000 tons/year of lithium carbonate in Argentina [11].

Core Insights - The lithium industry has undergone significant adjustments over the past year, with Ganfeng Lithium (002460.SZ) reporting its first annual loss since its listing, with a net loss of 2.074 billion yuan and a revenue decline of 42.66% to 18.906 billion yuan [1] - The global lithium salt market experienced a dramatic shift in supply and demand in 2024, with lithium carbonate prices dropping from 101,000 yuan/ton at the beginning of the year to 75,000 yuan/ton by year-end, a decrease of 25.74% [1] - Ganfeng Lithium's core business was directly impacted by falling prices, as lithium series products accounted for 63.56% of revenue and battery products accounted for 31.19%, leading to a revenue drop of over 40% [1] Resource Development - Ganfeng Lithium has established a global resource network through a four-dimensional lithium extraction technology involving "ore + brine + clay + recycling" [1] - The Goulamina lithium spodumene project is set to commence production in 2024, while the Cauchari-Olaroz salt lake project is entering a ramp-up phase, and the Mariana salt lake project is expected to start production in early 2025 [1] - These projects are anticipated to gradually release capacity, with an expected annual supply capacity of no less than 600,000 tons of LCE (lithium salt equivalent) by 2030, covering the entire lifecycle of lithium resources [1] Challenges and Legal Issues - The competition for global lithium resources is intensifying, with policy changes in resource-rich regions like Australia and South America posing challenges for Chinese enterprises [2] - Ganfeng Lithium is diversifying its resource layout, such as the Goulamina project in Mali, to mitigate risks, but its overseas projects still face geopolitical and environmental compliance pressures [2] - In August 2023, Ganfeng Lithium's Sonora project in Mexico had nine mining concessions canceled by the Mexican mining authority, affecting project development due to a new mining law that nationalizes lithium resources [2] - In June 2024, Ganfeng Lithium announced that its subsidiary Shanghai Ganfeng, Bacanora, and Sonora filed for arbitration with the International Centre for Settlement of Investment Disputes (ICSID) regarding the cancellation of mining concessions, which has been officially registered by ICSID [2]

近日，江西赣锋锂电科技股份有限公司（简称"赣锋锂电"）与福建星云电子股份有限公司（简称"星云股份"）正式签署战略合作协议。作为 锂电产业链的领军企业，双方将深度融合技术研发、产业资源与场景应用能力，围绕固态电池、智能检测、储能系统及光储充检一体化解决方 案等核心领域展开深度协作，共同推动新能源行业向高效、安全、可持续方向迈进。 此次会谈中，双方就在技术协同的基础上，加速新能源技术的场景化落地达成一致。将针对电动船舶、两轮车智能换电、移动储能设备等领 域，在新技术开发创新与协同、产品供应、项目开发等方面开展全方位交流、互动。这一模式将为城市级换电网络、零碳港口等场景提供灵活 支持，助力"双碳"目标实现。 此次合作将推动新能源产业从研发到回收的全链条生态闭环，加速固态电池商业化与零碳场景落地。在全球能源转型浪潮中，赣锋锂电与星云 股份的联手不仅是技术协同的典范，更标志着新能源产业迈向高质量发展的新阶段，为全球碳中和目标注入强劲动力。 （来源：赣锋锂电） 1、 22.3GWh！大圆柱电池"起量" 2、 第七届起点钠电论坛精彩回顾 3、 孚能科技再获江铃新能源定点 4、 比亚迪工商业储能新品重磅发布 2 起点锂电 全 ...

在电池回收领域，融捷集团于2018年成立了全资子公司合肥融捷动力电池循环利用有限公 司，致力于动力电池的循环利用和梯次利用。此次公示的动力电池循环利用项目，正是融捷集 团在新能源板块布局的重要一环。 从上游锂资源的开发，到中游锂电池材料、锂电池装备的生产，再到下游锂电池制造及锂电池 循环利用，融捷集团已经构建了完整的锂能源产业链。特别是在锂资源开发方面，融捷集团早 在2005年就投资了四川省甘孜州甲基卡固体锂辉石矿，该矿被誉为"亚洲第一，全球第二"， 锂辉石储量约3000万吨，锂矿石氧化锂平均含量超过1.4%，并伴生有钽、铌、铍等稀有金 属。 （ 来源： 合肥市生态环境局、融捷集团 ） 3月24日，安徽省合肥市生态环境局发布《合肥融捷动力电池循环利用有限公司动力电池循环 利用项目》的环境影响评价信息第一次公示。 据悉，该项目总投资高达36.2097亿元，旨在建设一系列先进的生产设施，包括电池包拆解车 间、电芯拆解车间、浸出预处理车间、磷酸铁车间、碳酸锂车间、石墨再生车间等，以及配套 的仓库、办公和宿舍等公辅设施。项目全面建成后，将具备年产8.4万吨电池级磷酸铁、1.8万 吨电池级碳酸锂、2.5万吨磷酸铁锂、3 ...