每经AI快讯，科达制造（SH 600499，收盘价：11.85元）8月25日晚间发布公告称，公司近日收到第一 大股东梁桐灿先生的通知，获悉其将所持有公司的部分股份办理了解除质押登记及新增质押登记，本次 部分股份解除质押及再次质押后，梁桐灿先生累计质押股份约2.63亿股，占其所持公司股份数的 70.1%，占公司总股本的13.69%。截至2025年8月25日，梁桐灿先生及其一致行动人广东宏宇集团有限 公司持有公司股份约4.39亿股，占公司总股本的比例为22.88%，累计质押股份约3.27亿股，占其所持公 司股份数的74.49%，占公司总股本的17.04%。 2024年1至12月份，科达制造的营业收入构成为：机械装备行业占比53.32%，海外陶瓷行业占比 37.42%，锂电池材料行业占比6.99%，其他装备占比2.19%，其他业务占比0.08%。 截至发稿，科达制造市值为227亿元。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） ...

五矿新能源材料（湖南）股份有限公司 关于2025年度"提质增效重回报"行动方案的半年度评估报告 为深入贯彻落实《关于进一步提高上市公司质量的意见》，积极响应上海证 券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》，切实保护 投资者合法权益，五矿新能源材料（湖南）股份有限公司（以下简称"公司"） 结合自身发展战略和实际情况，于2025年4月19日制定并公告了《"提质增效重回 报"2024年度评估报告暨2025年度行动方案》。报告期内，公司积极落实2025年 度行动方案相关举措并认真评估实施效果，经2025年8月22日召开的第三届董事会 第三次会议审议通过了《2025年度"提质增效重回报"行动方案的半年度评估报 告》，现将公司2025上半年度行动方案主要工作成果汇报如下： 一、聚焦主业战略定力，强化价值创造根基 深化客户服务体系、拓展研发渠道、优化工艺流程、严把质量关口、构建专业化 分工机制等多重举措，企业核心竞争力显著提升。报告期内实现营业收入 亏损同比减少59.31%，经营态势稳步向好，三元正极材料和磷酸铁锂"双轮驱动" 业务发展格局有效夯实，公司自主研发的磷酸铁锂产品完成代际升级，三代产品 实现 ...

长江商报消息 ●长江商报记者 江楚雅 龙蟠科技大手笔斥资扩产，巩固其在磷酸铁锂正极材料市场的领先地位。 8月20日，龙蟠科技（603906.SH、02465.HK）公告，拟定增募资不超过20亿元，扣除发行费用后的募 集资金净额将全部用于11万吨高性能磷酸盐型正极材料项目、8.5万吨高性能磷酸盐型正极材料项目和 补充流动资金。 2023年受原材料碳酸锂价格大幅下跌及锂电池产业链去库存影响，公司成本费用占比增加，业绩急转直 下，营业收入降至87.29亿元，同比下降37.96%；归母净利润亏损12.33亿元，同比由盈转亏。 聚焦主业在手订单充足 作为电力设备行业的领军企业，龙蟠科技主营业务涵盖磷酸铁锂正极材料及车用环保精细化学品的研 发、生产与销售。近年来，公司产能规模快速扩张，目前已建成6个数字化生产基地，总产能达27万 吨。其中，印尼一期3万吨磷酸铁锂产线已于2024年投产，首批产品于2025年1月出货，二期项目预计年 底完成建设。这一全球化布局不仅提升了公司的生产能力，也为其拓展国际市场奠定了基础。 2025年以来，龙蟠科技在订单获取上表现亮眼，频频斩获磷酸铁锂正极材料大单。6月2日，公司控股孙 公司锂源（亚 ...

8月21日，21世纪经济报道刊发了记者林典驰、林绮蓓的文章《深圳锂电材料"四剑客"30年 从技术破壁到全球领跑》，文章聚焦深圳锂电材料 "四剑客"的 30 年发展历程，展现了中国锂电材料产业从技术空白到打破垄断、跻身全球领跑者行列，为中国"新三样"的发展增添新的注脚。以下是全文。 深圳今年上半年 续为全国"外贸第一城" 以新能源汽车、锂电池、光伏产品 为代表的"新三样" 持续引领深圳外贸增长 其中，深圳民营企业出口锂电池304.4亿元人民币，同比增长30.4%。锂电池出口的亮眼表现，离不开上游材料的强力支撑。 在全球锂电池产业竞争版图上，深圳悄然崛起了一个独特的"材料天团"。科达利（002850.SZ）、贝特瑞（835185.BJ）、新宙邦（300037.SZ）、星源材 质（300568.SZ）——这四家企业分别占据锂电池结构件、负极材料、电解液和隔膜四大关键材料领域的龙头位置。 广东粤港澳大湾区研究院认为，这四家企业可称之为深圳锂电材料"四剑客"。它们在21世纪初国内锂电池材料领域近乎空白之际，潜心钻研，成功打破日 韩企业的垄断壁垒，逐步登上全球产业顶端，被誉为深圳锂电材料"四剑客"。它们不仅是中国锂电材料 ...

与此同时， 鹏博新材位于山西阳泉的10万吨高压实磷酸铁锂项目已进入设备调试阶段，预计将在9月试产，10月实现批量交付， 其目标是满足快速 充电电池市场的需求。 GGII指出，经过2023至2024年的建设放缓后，储能市场的需求增长正驱动磷酸铁锂行业开启新一轮扩产周期，大容量储能电芯、连同高比能动力 电池，一并构成高压实铁锂的两大需求。 数据显示，2025年上半年中国磷酸铁锂正极材料出货量已达161万吨，同比增长68%。预计全年出货量有望达到350万吨，行业有效产能利用率将 超过70%。 下半年来，中国锂电池材料领域的头部企业密集发布了扩产计划，且信号明确指向了对新一代材料的产能布局： 此次扩张的焦点并非单纯增加产量，而是集中于高压实磷酸铁锂正极与硅碳负极等高端材料。 这表明，在行业普遍存在结构性产能过剩的背景下，优质产能的布局正在提速。 龙蟠科技于8月20日晚间披露，计划通过非公开发行募集不超过20亿元资金。 这笔资金将主要投向位于山东和湖北的两个高性能磷酸盐正极材料项 目，合计新增年产能达19.5万吨。 公告特别指出， 新建产线将优先满足第四代超高能量密度磷酸铁锂产品的生产需求， 旨在强化产品的差异化优势。 ...

第二个是高电压单晶三元材料。丰元锂能已经突破了高镍三元材料的技术难关，具备比肩头部企业的制 备能力。现在也在积极研发能量密度更高的高镍及超高镍产品，还有高电压单晶三元材料。这种高电压 单晶三元材料通过将正极材料充电截止电压从4.2V提升至4.35V，能量密度可达250Wh/kg，相比传统三 元材料提升约20%。高电压特性使得相同体积的电池能储存更多电量，从而满足高端车型对续航的极致 需求，比如极氪001采用了高压单晶，实现了712公里的续航里程。 万福信表示，在山东加快构建新能源汽车全产业链生态的过程中，丰元锂能凭着在锂电池正极材料领域 的核心产能和技术优势，成了省内重要的新能源材料供应基地，也是撑起新能源汽车产业链上游的关键 一环。 中国发展网讯记者高杨报道"高压实密度磷酸铁锂材料有助于提高锂离子的传输效率，是电池能实现快 充的重要基础。可实现充电10分钟，续航600公里超快充速度。"这是丰元锂能董事万福信在8月20日举 行的"产业链上的山东好品牌"系列现场记者见面会"链出新能源"专场上向记者们介绍丰元锂能的发展情 况时自豪地说。 产能布局方面，丰元锂能在山东枣庄、安徽安庆、云南玉溪建成三大智能化生产基地， ...

格隆汇8月21日｜有投资者在互动平台向万润新能提问：请问公司美国项目有新进展吗？ 万润新能回应称，公司美国项目相关土地和厂房已于去年底完成交割，目前正按计划推进设计、报批报 建工作，并同步开展设备采购、专利申请以及与意向客户的商谈工作。 ...

Report Information - Report Title: Carbonate Lithium Daily Review 20250821: Fluctuations Amplify Again, Protect Positions [2] - Report Date: August 21, 2025 1. Industry Investment Rating - Not provided in the document 2. Core Viewpoints - On August 20, the main contract of carbonate lithium futures hit the daily limit down. The spot market had rigid - demand purchases, and the basis changed from discount to premium. The cost of lithium spodumene concentrate and mica decreased. Last week, the production of carbonate lithium, lithium iron phosphate, and ternary materials increased. In August, the production schedule of lithium cobalt oxide decreased, while that of lithium carbonate increased. The production of power batteries increased last week. In July, although the year - on - year growth rate of new energy vehicle production and sales continued, the sales decreased month - on - month, and the 3C shipments were average. In August, the production schedule of energy - storage batteries increased. The profit margin expanded, production and downstream demand both rose, and social inventory decreased. Short - term supply and demand both strengthened, and the situation in the Jiangxi mining end remained active. The short - term fundamentals changed little. It is necessary to guard against the decline of the "anti - involution" sentiment, and the price of carbonate lithium is expected to fluctuate widely. It is recommended to conduct short - term range trading and appropriately buy options for protection [3] 3. Summary by Relevant Catalogs 3.1 Futures Market Data - **Prices**: On August 20, the closing prices of near - month, consecutive - one, consecutive - two, and consecutive - three contracts of carbonate lithium futures decreased compared to August 19, with a decrease of about 6,500 - 6,560 yuan/ton. The average closing price also decreased by 6,560 yuan/ton [3] - **Volume and Open Interest**: The trading volume of carbonate lithium futures on August 20 was 838,879 lots, an increase of 103,950 lots compared to August 19. The open interest was 395,102 lots, a decrease of 18,995 lots [3] - **Inventory**: The registered warehouse receipt inventory on August 20 was 24,045 tons, an increase of 430 tons compared to August 19 [3] - **Spreads**: The basis changed from - 1,840 yuan/ton on August 19 to 4,720 yuan/ton on August 20, an increase of 6,560 yuan/ton. The near - month - consecutive - one spread was 40 yuan/ton, an increase of 60 yuan/ton compared to August 19 [3] 3.2 Spot Market Data - **Raw Material Prices**: The average price of lithium spodumene concentrate (6%, CIF China) on August 20 was 951 US dollars/ton, a decrease of 27 US dollars/ton compared to August 19. The average price of lithium mica decreased, and the average price of lithium phosphate aluminum stone also decreased [3] - **Lithium Salt Prices**: The average prices of battery - grade and industrial - grade carbonate lithium remained unchanged on August 20 compared to August 19. The average prices of battery - grade and industrial - grade lithium hydroxide also remained unchanged [3] - **Other Product Prices**: The average prices of some lithium - related products such as ternary precursors, ternary materials, lithium iron phosphate, and lithium cobalt oxide remained stable or had small changes [3] 3.3 Industry News - In June, the domestic mobile phone shipments were 22.598 million units, a year - on - year decrease of 9.3% [3] - Charger Metals announced the Measured Mineral Resources Estimate (MRE) of the Medcalf deposit in its Lake Johnston project in South Australia. The inferred mineral resources of the Medcalf deposit are 8.2 million tons, with a lithium oxide (Li₂O) grade of 1.0% and a cut - off grade of 0.5%. The Medcalf West exploration area is expected to have resources between 3 - 5 million tons, with a lithium oxide grade of 1.0% - 1.1%. The mineralization of both areas is not closed at depth [3] 3.4 Supply and Demand and Inventory - **Supply**: Last week, the production of carbonate lithium increased [3] - **Demand**: The production of lithium iron phosphate and ternary materials increased last week. In August, the production schedule of lithium cobalt oxide decreased, while that of lithium carbonate increased. The production of power batteries increased last week. In July, although the year - on - year growth rate of new energy vehicle production and sales continued, the sales decreased month - on - month, and the 3C shipments were average. In August, the production schedule of energy - storage batteries increased [3] - **Inventory**: The registered warehouse receipt inventory increased by 430 tons to 24,045 tons. The social inventory situation was that smelters reduced inventory, while downstream and other sectors increased inventory [3]

广东粤港澳大湾区研究院认为，这四家企业可称之为深圳锂电材料"四剑客"。它们在21世纪初国内锂电 池材料领域近乎空白之际，潜心钻研，成功打破日韩企业的垄断壁垒，逐步登上全球产业顶端，被誉为 深圳锂电材料"四剑客"。它们不仅是中国锂电材料行业的领军者，更堪称中国锂电池材料产业崛起历程 的生动缩影，也是是深圳经济特区成立45年来创新精神在科技领域的体现。 如今，锂电池早已广泛应用于消费电子、新能源汽车和储能等领域。 若将锂电池拆分开，大致可分为四大主材：正极、负极、电解液和隔膜。正极是锂离子的主要储存和释 放场所，决定电池的能量密度、电压和循环寿命；负极材料的作用是储存和释放锂离子，影响充电速度 和循环稳定性；电解液在其中作为锂离子传输的介质，影响电池低温性能和安全性；隔膜则在正负极间 构建起安全的锂离子通道。此外，结构件（如外壳、顶盖）为电池提供物理支撑、封装保护及电连接， 是同样重要的锂电材料。 20世纪末，锂电池由在日本公司成功商业化，广泛应用于便携式电子设备，由此掀起了电池技术的革 命。据开源证券数据，2000年日企占据全球93%的锂电产业市场份额，几乎垄断全球锂电池材料市场。 21世纪经济报道记者林典驰实 ...

Core Viewpoint - The lithium iron phosphate (LFP) cathode material industry is entering a downturn due to oversupply and slowed capacity expansion, but is expected to see a new round of capacity expansion driven by high demand in the energy storage lithium battery sector from H2 2024 to H1 2025 [1] Industry Overview - The effective capacity utilization rate of the LFP cathode material industry remains low, but there is a structural capacity shortage that needs to be addressed through expansion [2] - Some leading companies, such as Hunan Youneng and Dofang Nano, have capacity utilization rates exceeding 90%, while many others struggle to meet quality standards, resulting in lower utilization [2] - The upgrade of LFP products, particularly the third and fourth generation materials, is driving significant growth in production, necessitating the adoption of advanced manufacturing processes [2] Capacity and Utilization Predictions - By H1 2025, China's LFP cathode material shipment volume is expected to reach 1.61 million tons, a 68% year-on-year increase, with effective capacity utilization projected to exceed 70% by 2025 and 75% by 2027 [1][4] Capacity Elimination Factors - Several factors are leading to the elimination of LFP cathode material capacity, including: 1. The green electricity policy driving production to regions with lower electricity costs [3] 2. Companies unable to keep pace with product upgrades facing potential closure [3] 3. Financial difficulties leading to the exit of some companies from the market [3] 4. Inefficient production line designs resulting in high energy consumption and inability to meet new product standards [3] Seasonal Trends - The LFP cathode material industry experiences seasonal fluctuations, with lower shipments in the first half of the year and a peak in the second half, where the latter typically sees about 151% of the former's shipment volume [5] International Expansion - Due to trade barriers, overseas capacity for LFP cathode materials is insufficient, with only 30,000 tons established by Chinese companies by H1 2025, while planned overseas capacity aims to reach 580,000 tons [8] Future Expansion Characteristics - The next round of LFP cathode material expansion is expected to focus on: 1. Companies with product advantages leading the expansion [9] 2. Expansion primarily in western regions and overseas, with limited growth in eastern areas [9] 3. High-end products, particularly those utilizing advanced production lines [9] 4. Rapid scaling of equipment, with a focus on larger kilns [9] Impact on Equipment Manufacturers - The expansion in the LFP cathode material sector is likely to benefit leading equipment manufacturers, while many smaller firms may struggle to secure orders [10] - Companies with product, quality, and scale advantages are expected to continue winning contracts in a competitive environment [10]