全球能源转型进程持续加速，我国外贸"新三样"出口热潮澎湃，在此双重驱动下，济宁锂电池出口实现 跨越式增长，目前全市拥有锂电池出口企业近10家。在新能源汽车、锂电池、光伏产品组成的外贸"新 三样"出口风口下，济宁锂电池何以实现出口大幅攀升？针对锂电池出口的通关、检验等关键环节，海 关部门又推出了哪些便利化举措为企业保驾护航？ 齐鲁晚报.齐鲁壹点孔茜 与此同时，优化监管流程，开通预约查检"绿色通道"，叠加"提前申报+优先查验"模式，压缩检验时间 30%，全面保障锂电池出口通关高效顺畅，为济宁锂电池产业"出海"按下加速键。 "2025年，聚焦锂电池出口高速增长的需求，海关主要是从三个方面精准施策，全力保障企业出口通关 顺畅。"济宁海关查检三科科长王岩表示，紧盯国际市场，研究主要目的国政策变化，指导企业完善生 产管理，帮助企业快速适应国际市场需求。并开展靶向服务，在报关通关、技贸措施解读、危险货物包 装要求等方面提供针对性指导，开展政策宣讲及解答，帮助企业梳理各型号电池监管要求，提前开展包 装要素审核。 ...

瑞浦兰钧 1 月 28 日发布关联交易公告， 拟通过股权转让及增资，收购福安国隆纳米材料的 10.8696% 股权，总代价 5000 万人民币 ，将 以自有资金支付。 同日，瑞浦兰钧还与目标公司、核心团队股东及其他股东订立股东协议，明确各方权利及责任。因公司控股股东之一瑞途能源（青山集团实 控）持有目标公司约 26.8594% 股权，此次收购及增资构成关联交易。 此次投资旨在加强双方在新能源材料领域的合作，推动国隆纳米材料在三元和磷酸铁锂正极材料研发方面的技术突破。 资料显示，福安国隆纳米材料有限公司成立于 2021 年，是由技术团队与青山控股、格林美集团等参与成立的一家新能源材料科技有限公 司。公司立足青山集团丰富的海外镍矿资源以及格林美在新能源领域扎实的技术及市场基础，采用全球独创的并行生产工艺，以金属合金为原 材料，采用高效分离 技术，以低成本工艺路线生产磷酸铁锂和高镍三元两种关键电池材料。 双方均为青山旗下企业，此次入股行为进一步打通了 上游材料供应与中游电池制造的闭环，使瑞浦兰钧获得对高性价比正极材料的稳定、低 成本供给，显著降低原材料价格波动风险。推动青山系实现从红土镍矿到电池正极的路径覆盖，构建 ...

业务咨询 添加客服 瑞达期货研究院 「2026.01.30」 碳酸锂市场周报 供给暂稳采买备货，锂价或将有所支撑 研究员:陈思嘉 期货从业资格号 F03118799 期货投资咨询 从业证书号 Z0022803 关 注 我 们 获 取 更 多 资 讯 目录 1、周度要点小结 2、期现市场 3、产业情况 「 周度要点小结」 行情回顾：碳酸锂主力周线高开低走，涨跌幅为-18.36%，振幅22.72%。截止本周主力合约收盘报价148200元/吨。 后市展望：宏观方面，国务院办公厅印发《加快培育服务消费新增长点工作方案》，从激发重点领域发展活力、培育 潜力领域发展动能、加强支持保障三方面提出12条政策举措。方案划出了交通、家政、网络视听、旅居、汽车后市场、 入境消费这些重点服务消费领域。基本面原料端，锂价波动放大高位震荡，锂矿商挺价情绪较强，矿价偏强运行，冶 炼厂原料相对充足，观望情绪为主。供给端，冶炼厂厂内原料库存充足加之盘面高价时有部分进行套保操作，生产总 体维持稳定，出货情绪随锂价盘面有所波动，国内碳酸锂供给量暂稳，随着假期临近或有一定收敛。需求端，由于锂 价大幅波动，回落时下游询价和逢低备货意愿加强，而高价时相 ...

孚能科技公告称，预计2025年度归属于母公司所有者的净利润为-8.3亿元到-5.8亿元，上年为-3.32亿 元；扣非净利润为-8.62亿元到-6.12亿元，上年为-3.66亿元。业绩变动主因是新生产基地处于产能爬坡 阶段，折旧摊销费用大；加大市场开拓、调整结算模式及产品换代影响毛利；研发投入增加；出口退税 及关税政策影响毛利率；对部分存货及应收款项计提减值。 ...

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~ 本文来源： 襄阳晚报 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 1月28日， 楚能新能源襄阳70GWh锂电池项目(简称：襄阳楚能项目)首个电芯车间——3号电芯车间主体迎来结构 性封顶。该项目于2025年10月28日开工。 据悉，襄阳楚能项目总投资220亿元，将打造从电芯、PACK生产到储能系统的全产业链，是湖北省襄阳市大力实 施"两资三能"工程，集全市之力打造千亿级新能源产业 ...

Key Insights - The global production of lithium iron phosphate (LFP) is projected to reach 28,500 tons in 2025, marking a significant year-on-year increase of 206.5% [2] - BYD has abandoned its plan to invest $290 million in a lithium battery cathode materials factory in Chile due to slow negotiations with the local government and declining lithium prices [3] - Haike New Source has signed a long-term cooperation agreement with BYD to supply at least 100,000 tons of products annually for BYD's Hubei project [4] - Xian Dao Intelligent forecasts a net profit of 1.5 to 1.8 billion yuan for 2025, representing a year-on-year increase of 424.29% to 529.15% [5] - China's e-cigarette exports reached approximately $10.6 billion in 2025, a decrease of about 3.31% year-on-year [6] - The domestic lithium carbonate market has shown a price correction, with prices currently around 166,000 yuan per ton [8] - The price of battery-grade lithium carbonate is reported to be between 161,000 and 168,000 yuan per ton as of January 29 [9] - The price of ternary materials has also experienced fluctuations, with the 5-series single crystal type priced between 202,000 and 209,000 yuan per ton [10] - The price of lithium iron phosphate has seen a decline, with the power type priced between 54,100 and 55,100 yuan per ton [11] - The domestic anode material prices remain stable, with slight increases in small and medium manufacturers [12] - The separator market is expected to see a rebound in production in March due to rising demand [13] - The domestic electrolyte market remains stable, with a slight decrease in prices for some manufacturers [14] - The battery cell market is stable, with prices for square ternary power cells ranging from 0.44 to 0.5 yuan/Wh [17] - The number of new energy vehicles in China reached 43.97 million in 2025, accounting for 12.01% of the total vehicle population [17] - The global energy storage battery shipments are projected to reach 1,100 GWh in 2026, representing a year-on-year growth of 72% [18]

1月30日午后，创业板指率先翻红，现涨超1.8%，科创板亦跟随飘红，覆盖科创板+创业板高成长龙头 的硬科技宽基——双创龙头ETF（588330）下探回升，场内价格盘中涨超2.2%，现涨1.87%。 成份股方面，光模块方面，天孚通信涨超14%创历史新高，新易盛涨逾6%，中际旭创涨超5%。此外， 芯原股份涨逾9%，泰格医药涨超8%，澜起科技、锐捷网络等个股跟涨。 | 序号 | 名称 | 洗洗幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 天孚通信 | 14.72% | None | 通信 | 通信设备 | 通信网络设备及器件 | 1998亿 | 137.81亿 | | 2 | 2001563 | 9.17% | min | 电子 | 非导体 | 数字芯片设计 | 1202亿 | 39.89 G | | 3 | 泰格医药 | 8.57% | ----- | 医药生物 | 医疗服务 | 医疗研发外包 | 533亿 | 11.84亿 | | 4 ...

Group 1 - Guangxi's fiscal revenue is showing steady growth, with a projected increase of 4.6% in general public budget revenue for 2025, which is an improvement of 1.6 percentage points compared to the previous year [1] - The structure of Guangxi's fiscal revenue is evolving alongside industrial transformation, with industrial and manufacturing sectors becoming the strongest contributors, showing a 15.5% increase in local industrial tax revenue and a 15.9% increase in local manufacturing tax revenue for 2025 [1] - The contribution of emerging sectors such as artificial intelligence and modern services to tax revenue is significantly increasing, indicating a qualitative optimization in fiscal revenue [1] Group 2 - The "Artificial Intelligence+" initiative is driving the development of new productive forces in Guangxi, with high-tech industry sales revenue expected to grow by 14.3% in 2025, including a 13.4% increase in high-tech manufacturing and a 14.8% increase in high-tech services [2] - Companies like LiuZhou UBTECH Intelligent Technology Co., which recently produced its 1000th industrial humanoid robot, are exemplifying the strong growth in AI-related sectors, with a reported 69.1% increase in sales revenue from January to November 2025 [2] - The high-end manufacturing sector is also performing well, with significant sales revenue growth in photovoltaic equipment (19.6%), new energy vehicles (14.8%), and lithium batteries (14.3%) for 2025, contributing to overall economic and tax revenue growth [2] Group 3 - The integration of digital technology with the real economy is creating new tax revenue growth points, with core digital economy industries maintaining near double-digit growth in 2025 [3] - Companies like JieJiaRun Technology Group are showcasing advancements in agricultural AI, with their smart agriculture system serving over 2 million acres globally, reflecting the enhancement of new productive forces in Guangxi [3] - Guangxi is shifting towards a model where market competitiveness and innovation drive tax contributions, establishing a virtuous cycle of technology implementation, market validation, industrial growth, and tax revenue increase [3] Group 4 - The continuous optimization of fiscal revenue structure indicates a sustainable beginning for Guangxi, with accelerated integration of technological and industrial innovation expected to form a more vibrant and competitive modern industrial system [4] - This development is anticipated to lay a solid foundation for high-quality economic growth in the region [4]

智通财经APP获悉，欣旺达电子股份有限公司(简称：欣旺达，300207.SZ)于2025年7月30日所递交的港股招股书满6个月，于2026年1月30日失效，递表时高 盛、中信证券为其联席保荐人。 招股书显示，欣旺达是全球锂电池科技企业，致力于提供绿色及高效的新能源一体化解决方案。公司主要从事锂电池研发、设计、制造和销售，覆盖包括消 费类电池、动力类电池及储能系统在内的丰富产品矩阵，向全球客户提供自电芯、模组到系统以及电池检测及回收的全面解决方案。 ...

欣旺达（300207）电子股份有限公司(简称：欣旺达，300207.SZ)于2025年7月30日所递交的港股招股书满6个月，于2026年1月30日失效，递表时高盛、中信 证券为其联席保荐人。 招股书显示，欣旺达是全球锂电池科技企业，致力于提供绿色及高效的新能源一体化解决方案。公司主要从事锂电池研发、设计、制造和销售，覆盖包括消 费类电池、动力类电池及储能系统在内的丰富产品矩阵，向全球客户提供自电芯、模组到系统以及电池检测及回收的全面解决方案。 ...