本文来源：鑫椤锂电 11月份电解液产量统计： 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年11月份，国内电解液企业 产量为231050吨 ，同比增幅37.08%，环比增幅5.55%。 如想了解更多关于电解液材料市场行 业信 息，欢 迎订购 《 2025-2029年全球电解液市场运行趋势 及竞争策略研究报告 》，订购电话：1 8964001371（微信同）。 鑫椤报告预售： 2025-2029年中国三元材料市场运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂市场运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂市场运行趋势及竞争策略研究报告 2025-2029年全球负极材料市场运行趋势及竞争策略研究报告 2025-2029年全球电解液市场运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池市场运行趋势及竞争策略研究报告 2025-2029年中国钠离子电池市场运行趋势及竞争策略研究报告 2025-2029年全球锂电池应用市场运行趋势及竞争策略研究报告 预订电话：1896 ...

格隆汇12月17日丨龙蟠科技(603906.SH)在互动平台表示，公司全资子公司三金锂电专注于固态电池前 驱体的研发生产，目前已建成5000吨产能，高镍前驱体及富锂锰基前驱体已通过客户小试认证，并与固 态电池厂商及高校开展合作研发。公司将持续推动固态电池材料的技术升级，助力商业化进程。 ...

Group 1 - The recent price increase of lithium iron phosphate has attracted widespread market attention, driven by rising upstream raw material costs and strong downstream demand [1][4] - Many lithium iron phosphate production companies are seeking price hikes to reverse their losses, indicating a tight supply-demand situation in the industry [1][4] - Companies are actively communicating with downstream customers about price increases, which may significantly reduce losses in their lithium iron phosphate business [1][4] Group 2 - Longpan Technology's stock price rose by 3.20% to HKD 13.56, with a trading volume of HKD 90.09 million [1]

Core Viewpoint - The company has developed key products for lithium batteries, including composite copper foil and composite aluminum foil, which are essential for the industry's advanced current collector material needs [1] Group 1: Product Development - The company's products specifically used for lithium batteries include composite copper foil and composite aluminum foil [1] - The composite copper foil project is ready for mass production, while the composite aluminum foil is currently in the research and validation stage [1] - The company has also developed carrier copper foil products that meet customer requirements for flexible circuit boards used in touch applications [1] Group 2: Market Positioning - These products are positioned to effectively meet the demands of the lithium battery industry for advanced current collector materials [1] - The development of these materials lays a solid foundation for the company's future business expansion in the lithium battery sector [1]

近期，新能源产业的关键材料磷酸铁锂涨价的消息引发市场广泛关注。中国证券报记者多方调研获悉， 受上游原材料价格上涨以及下游市场旺盛需求的提振，磷酸铁锂生产企业纷纷寻求涨价，试图扭转亏损 困局。 中国化学与物理电源行业协会磷酸铁锂材料分会秘书长周波在接受中国证券报记者采访时表示："目 前，磷酸铁锂行业很多企业都是满产状态，供需整体应该是偏紧的状态。"有受访企业则告诉记者："公 司正在积极与下游客户沟通提价，这轮上涨行情，有望大幅收窄公司磷酸铁锂业务的亏损。" ● 本报记者李嫒嫒 出现反弹信号企业提价迫切 "磷酸铁锂材料成为锂离子电池产业的核心支柱，以近74%的正极材料出货占比支撑全产业链运转，在 储能电池领域更以99.9%的绝对占比，成为新型电力系统建设的关键基石。"中国化学与物理电源行业 协会副秘书长汤雁日前表示。 汤雁介绍，2024年行业产能逼近470万吨，同比增长34%，而实际产量230余万吨，产能利用率不足 50%；从2022年底到2025年8月，磷酸铁锂材料价格从17.3万元/吨暴跌至3.4万元/吨，跌幅高达80%，全 行业连续亏损超36个月，6家上市企业平均负债率达67.81%。 这种僵局在今年下半年 ...

格隆汇12月16日丨振华新材(688707.SH)公布，锂离子电池正极材料生产线建设项目（沙文二期）拟结 项；为最大程度地发挥募集资金使用效率，满足公司日常生产经营活动的需要，公司拟将节余募集资金 5,582.93万元永久性补充流动资金（具体金额以转出募集资金专户当日余额为准），用于日常经营活 动。 ...

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 王晓波） 2024年1至12月份，振华新材的营业收入构成为：正极材料占比98.19%，其他业务占比1.81%。 截至发稿，振华新材市值为66亿元。 每经AI快讯，振华新材（SH 688707，收盘价：13.01元）12月16日晚间发布公告称，公司第六届第二十 九次董事会会议于2025年12月16日在公司一楼会议室召开。会议审议了《关于提议召开2026年第一次临 时股东会的议案》等文件。 ...

格隆汇12月16日丨振华新材(688707.SH)公布，锂离子电池正极材料生产线建设项目（沙文二期）拟结 项；为最大程度地发挥募集资金使用效率，满足公司日常生产经营活动的需要，公司拟将节余募集资金 5,582.93万元永久性补充流动资金（具体金额以转出募集资金专户当日余额为准），用于日常经营活 动。 ...

Core Viewpoint - The report from Changjiang Securities indicates that Xiamen Tungsten's net profit attributable to shareholders for the first three quarters reached 552 million yuan, representing a year-on-year increase of 41.54%, with Q3 net profit at 217 million yuan, up 61.82% year-on-year [1] Group 1: Financial Performance - Xiamen Tungsten achieved a net profit of 552 million yuan in the first three quarters, marking a 41.54% increase year-on-year [1] - In Q3 alone, the company reported a net profit of 217 million yuan, reflecting a significant year-on-year growth of 61.82% [1] Group 2: Market and Product Outlook - The sales volume of lithium cobalt oxide is expected to continue increasing quarter-on-quarter, driven by seasonal demand factors [1] - The overall performance of cathode materials for power batteries remains robust, supported by strong downstream demand [1] Group 3: Business Strategy and Developments - The company is focusing on high-nickel cathode materials and electrolyte materials, with successful mass supply of oxide route cathode materials [1] - Progress in multiple batches of verification for sulfide route materials is positive, indicating a strong development pipeline [1] - The gas-phase lithium sulfide method offers both cost and performance advantages, with samples performing well in client tests [1] Group 4: Profitability and Future Projections - The rise in cobalt prices is expected to further enhance profitability through inventory benefits [1] - The company is projected to achieve a net profit of 1 billion yuan by 2026, continuing to receive recommendations for investment [1]

Summary of Key Points Overall Perspective - The report highlights that social financing (社融) increased by 2.49 trillion yuan in November 2025, exceeding market expectations, with a year-on-year growth of 8.5% in social financing stock, remaining stable compared to the previous value [7][8] - The report indicates a structural differentiation in credit data, with traditional industries like real estate and infrastructure showing a decline in credit demand, while emerging industries are less reliant on bank loans [9] Industry Insights Electronics - The semiconductor equipment sector is identified as a key technology line with strong certainty and elasticity, with the semiconductor index rising by 3.30% [14] - The report notes that major overseas tech companies have underperformed, leading to a significant drop in the Philadelphia Semiconductor Index by 3.58% [14] Retail - The retail sales in November 2025 showed a year-on-year increase of 1.3%, with total retail sales amounting to 4.569 trillion yuan from January to November, reflecting a 4.0% increase year-on-year [19][20] - The report emphasizes the resilience of essential goods like grain and oil, while discretionary categories like jewelry performed relatively well [20] Real Estate - New home prices in November 2025 showed a reduced decline, with first-tier cities experiencing a larger drop compared to second and third-tier cities [24][25] - The report suggests that the real estate market is moving towards stabilization, supported by various policies aimed at preventing further declines [28] Media - The gaming sector is expected to see increased activity due to the upcoming holiday season, with new game releases anticipated to boost revenue [30] - The report highlights the collaboration between Disney and OpenAI, which is expected to enhance the value of content IP [31][33] Pharmaceuticals - The report discusses the acquisition of a multi-element injection asset group by Zuo Li Pharmaceutical, which is expected to enrich its product structure and enhance marketing synergy [43][44] - The market for multi-element injections is projected to reach approximately 1.8 billion yuan by 2024, with continued growth expected [44] Military Industry - Hua Qin Technology is positioned to benefit from the increasing demand for stealth materials due to the accelerated deployment of new stealth aircraft [48][49] - The company is also expanding into high-value areas related to aircraft engines, which is expected to create a second growth curve [50] Power Equipment and New Energy - Tian Ci Materials is recognized as a global leader in lithium hexafluorophosphate and electrolyte production, with a projected global market share of 35.7% in 2024 [51]