Core Points - Electra Battery Materials Corporation held its 2025 annual general and special meeting of shareholders on June 24, 2025, in Toronto [1] - A total of 5,222,899 common shares, representing 29% of the issued and outstanding shares, were voted at the meeting, with shareholders approving all items of business [2] - All five director nominees were elected with significant support, with votes for ranging from 96.34% to 97.43% [3] Company Updates - The 2022 Amended and Restated Long-Term Incentive Plan (LTIP) was approved, increasing the number of Options from 1,429,961 to 2,500,000, PSUs from 100,000 to 125,000, and DSUs from 175,000 to 400,000, while RSUs remain at 125,000 [4] - The maximum number of common shares reserved for issuance under the LTIP has been revised from 1,829,961 to 3,150,000 [4] - The LTIP is conditionally approved by the TSX Venture Exchange and is subject to final acceptance [5] Industry Position - Electra is positioned as a leader in advancing North America's critical minerals supply chain for lithium-ion batteries, focusing on developing the only cobalt sulfate refinery in North America [6] - The company's strategy includes onshoring critical minerals refining, nickel refining, and battery recycling, with growth projects in black mass recycling and cobalt production opportunities in Quebec [6]

Key Takeaways POSCO Future M opened a 45,000-ton precursor plant in Gwangyang to support cathode material production. The plant enhances quality control and supply chain self-sufficiency for POSCO Future M. POSCO secures key materials like nickel and lithium from group subsidiaries outside of China.POSCO Holdings Inc.’s (PKX) POSCO Future M unit successfully completed its precursor plant with an annual capacity of 45,000 tons in Gwangyang, Jeollanam-do Province. To mark its completion, a ceremony was held ...

Market Overview - A-shares experienced a strong rally on June 24, with all three major indices rising, as the Shanghai Composite Index closed at 3420.57 points, up 1.15% [1] - The Shenzhen Component Index rose by 1.68% to 10217.63 points, while the ChiNext Index increased by 2.30% to 2064.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14146 billion yuan, a significant increase of 2920 billion yuan compared to June 23 [1] Sector Performance - Most industry sectors saw gains, with notable increases in the electric machinery, battery, automotive parts, gaming, and packaging materials sectors [1] - Conversely, the mining, oil, gas, shipping, and precious metals sectors experienced declines [1] - The robotics and autonomous driving concept stocks showed a rebound, indicating a positive sentiment in these areas [1] Capital Flow and Market Sentiment - The market demonstrated strong capital inflow, with over 166 billion yuan entering the market on June 24, indicating robust buying interest from external funds [3] - The securities sector, often seen as a market leader, experienced significant gains, which helped boost overall market sentiment [3] - The market has shown a "peaceful coexistence" state for two consecutive days, with large-cap stocks rallying alongside small-cap stocks [2] Company Spotlight: Xiangtan Electric - Xiangtan Electric, a prominent player in battery materials and wastewater treatment, has seen its stock rise significantly, with 125 out of 146 local stocks increasing in value [3] - The company reported a net profit of 47.32 million yuan for Q1 2025, with a year-on-year decline of 2.54% [3] - Xiangtan Electric is recognized as a global supplier of electrolytic manganese dioxide, widely used in battery applications, and has established joint R&D mechanisms with solid-state and semi-solid-state battery companies [3]

Core Insights - U Power Limited has inaugurated Hong Kong's first smart battery-swapping station, which is a zero-carbon facility connected to a Battery-Bank, showcasing its commitment to sustainable energy solutions [1] - The company plans to construct a total of 55 smart battery-swapping stations in Hong Kong to support the electrification of the taxi fleet and promote sustainable urban transportation [2][3] - U Power is introducing Battery-Token, a blockchain-based solution that incentivizes users to participate in carbon reduction activities by earning tokens with each battery swap [6] Company Overview - U Power is a provider of electric vehicle (EV) battery-swapping solutions, utilizing its proprietary UOTTA™ technology to manufacture and sell various models of battery-swapping stations [5] - The company aims to become a comprehensive solutions provider for smart energy grids, focusing on intelligent battery swapping, green EV operations, and carbon reduction activities [6] Strategic Partnerships and Expansion - U Power is establishing Memorandums of Understanding (MOUs) with partners in Hong Kong, Macau, and Singapore to expand its battery-swapping ecosystem, with plans to sell and service a significant number of battery-swapping vehicles and operate multiple stations in these regions [3][4] - The company is collaborating with the Hong Kong Taxi Drivers & Operators Association to promote the electrification of taxis and the adoption of battery swapping, ensuring safety and performance [6]

Company Overview and Goals - QuantumScape has invested 13 years in R&D and has a team of over 800 employees focused on next-generation battery development[10] - The company has achieved milestones in 2023, including shipping unit cells with higher-loading cathodes and improving cell packaging efficiency[11] - QuantumScape's goals for 2024 include producing higher-volume QSE-5 prototype samples and developing manufacturing tools for scale production[13] Technology and Advantages - QuantumScape's anode-free lithium-metal technology offers compelling benefits over conventional lithium-ion batteries, including higher energy density and faster charging[8, 20] - The company's solid-state electrolyte-separator is designed for improved safety and dendrite resistance[23] - QuantumScape's anode-free approach significantly increases volumetric and gravimetric energy density and enables approximately 15-minute fast charge (10-80% at 45 ºC)[26] Performance and Testing - QuantumScape's 24-layer A0 prototype cell, tested by Volkswagen Group's PowerCo, achieved over 1,000 full cycle equivalents with over 95% energy retained[48] - The company's Alpha-2 prototype demonstrated fast charging, achieving a 10-80% charge at 45 ºC in under 15 minutes[52] - Single-layer pouch cells with zero externally applied pressure retained approximately 80% energy after 1,500–2,000 cycles[59] Commercialization and Partnerships - QuantumScape is positioned to transition from prototype to product and is on the fastest path to GWh scale[8] - Volkswagen Group (VW) has invested over $300 million in QuantumScape and has board representation[70] - PowerCo has been granted a non-exclusive license based on the QSE-5 platform, with a capacity of up to 80 GWh[90]

Group 1 - The Shenzhen Stock Exchange's subsidiary will launch five new thematic indices focused on the ChiNext market, including battery, medical, computing infrastructure, media, and fintech indices on June 27 [1][2] - The ChiNext market has shown significant industrial clustering characteristics in sectors like batteries and healthcare, with listed companies having substantial market capitalizations of 1.8 trillion yuan and 1.0 trillion yuan respectively [1][2] - The new indices will consist of 50 stocks with large market capitalizations and good liquidity, reflecting the diversified and innovative characteristics of the ChiNext market [2] Group 2 - The battery index will include companies involved in core areas of the battery industry, such as production, materials, and manufacturing equipment, featuring leading firms like CATL and EVE Energy [2] - The launch of these indices signifies an enhancement and expansion of investment targets in the "Chuang" series, providing a better platform for investors to capture the benefits of transformation and upgrading [2]

【DT新材料】 获悉， 6月19日，龙 岩市生态环境局就年产1GWH三维固态锂电池项目环评文件审批意见 进行公示。 文件显示，项目位于龙岩高新区（经开区）高陂镇平在村北环路，主要建设标准化厂房1栋7层、办公综合楼、 原料库、产品库及配套建设环保工程和纯水制备、制氮相关辅助工程，用地面积27675平方米。 该项目以磷酸铁锂、NMP、PVDF、涂炭铝箔、导电炭黑、石墨、碳纳米管浆料、铜箔、电解液、陶瓷隔膜等 为原辅材料， 建设1Gwh三维固态锂电池生产线。 据了解，此次项目建设方三维（龙岩）电池技术有限公司是三维（陕西）电池技术有限公司旗下子公司。 不久前，三维（陕西）电池技术有限公司与河北张家口南山汽车产业基地举行三维固态特种电池生产基地项目 签约仪式。项目将建设第四代智能化电池工厂，计划总投资10亿元，总占地70亩，规划建筑面积10.2万平方 米，分两期实施。其中，一期投资6亿元，二期投资4亿元，预留产能扩展空间。建成后可新增1GWh三维固态 锂电池的生产能力。 此外，三维（陕西）电池技术有限公司还在陕西省渭南市富平县和福建省龙岩市建设有"三维特种电池产业基 地EPC项目"。 第四届固态电池大会暨硅基负极产业 ...

倒计时18天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店 6月23日，据 银河通用微信平台官宣，公司于本月完成 11亿元 人民币新一轮融资， 两年累计融资超24亿元。 比如今年3月，银河通用发布了全球首个人形机器人智慧零售解决方案，由轮式双臂机器人Galbot全天候在50平米的无人店铺内执行5000种 商品种类、6000个货道、10000多盒商品的盘点、补货、取送、打包等自动化全流程，单个新门店部署仅需1天。 目前北京已有近十家店实现部署和常态化运营，年内有望在全国百家门店投入使用。 在 汽车工业领域，今年6月， 银河通用 与全球工业巨头博世集团旗下博原资本共同成立合资公司，并与博世中国、博原资本签署三方战略备 忘录。 此外， 银河通用还与 天奇股份成立了合资公司，双方各持一半股份。该合资公司无锡天奇银河机器人有限公司已于5月26日注册成立。双方 合作聚焦具身智能机器人在工业领域的规模化应用，围绕汽车制造场景，已实现数家整车厂、电池厂定 ...

19 Jun 2025 05:24:15 ET │ 9 pages China Battery Materials Lithium into 3rd week of Jun – Market building surplus, low prices will pressure suppliers CITI'S TAKE Citi Commodity Team updated their 3Q25 lithium outlook this week (see report), downgrading 0-3mth price for SC6 spodumene to US$600/t (from US$700/t) and maintaining 0-3mth price target of US$7k/t for lithium salts – China carbonate (incl. VAT) and hydroxide CIF Asia. The updated balances suggest that the lithium market has been building large surpl ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]