助力绿色低碳转型 服务新质生产力 2025年6月13日，由广州期货交易所（以下简称广期所）支持，江西九岭锂业股份有限公司（以下简称九岭锂业）主办，中信期货有限公司江西分公司（以 下简称中信期货江西分公司）承办的"助绿向新"产业基地活动——"锂向新生 岭跑未来"碳酸锂产业风险管理培训会在江西南昌成功举办。本次活动吸引了 锂电产业上下游企业代表与业内权威专家近150人参加，共探锂电产业风险管理新路径，为产业发展注入澎湃新动能。 近年来，随着新能源汽车及储能产业的快速发展，碳酸锂作为核心原材料，其价格波动对产业链影响深远。为助力绿色低碳转型、服务新质生产力，广期所 于2024年9月启动了"助绿向新"产业服务计划，实施了包括建设产业基地和开展产业培训等一揽子产业培育举措。 九岭锂业于2025年4月成为广期所首批"助绿向新"产业基地。为促进碳酸锂产业链健康发展，九岭锂业与中信期货特别组织本次专题培训，重点围绕产业现 状分析、期货工具实务应用等核心议题，通过前沿资讯分享与典型案例解析，助力产业链上下游企业提升风险管理能力。中信期货江西分公司充分发挥专业 特长与区域优势，与九岭锂业开展深度协作，确保活动各环节高效推进。 中 ...

Core Viewpoint - The article discusses the upcoming 18th High-tech Lithium Battery Industry Summit, focusing on the restructuring of the industry chain and the resonance of all-scenario applications in the lithium battery sector. Group 1: Industry Trends - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain, with growth driven by sectors such as power markets, shipping, commercial vehicles, humanoid robots, and eVTOL [2]. - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, while energy storage is crucial for regional energy transformation and achieving carbon neutrality [2]. - The lithium battery industry chain is undergoing structural adjustments, with core material prices rebounding, cell prices stabilizing, and a simultaneous process of capacity clearance and enterprise elimination [2]. Group 2: Technological Advancements - New materials and processes are being rapidly applied, leading to further differentiation in power and energy storage batteries, with performance improvements driving the accelerated application of new materials [2]. - AI4S is promoting the development of new battery materials and systems, indicating a shift towards innovative battery technologies [2]. Group 3: Event Highlights - The summit will gather over 300 influential companies from various segments and more than 1,000 executives from the lithium battery supply chain for technical exchanges and new product showcases [5]. - The event will feature a comprehensive agenda, including keynote speeches, product launches, and discussions on the latest trends and technologies in the lithium battery industry [6][7]. Group 4: Regional Development - Changzhou is positioned to become a leading base in the global new energy industry, leveraging its strong foundation and significant development potential in the new energy sector [3].

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of full-scene applications [1] - The 2025 High-tech New Energy Materials Industry Conference will emphasize new materials, new momentum, and new ecology [1] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [1] Group 2 - The conferences are scheduled for July 8-9, 2025, in Qionglai, Chengdu, and June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [1] - The title sponsor for the events is Yinglian Recycled Composite Fluid [1]

Core Viewpoint - The lithium battery new materials industry is entering a high-speed development phase, with significant growth expected in the lithium battery capacity demand and new materials market by 2030 [1][2]. Group 1: Industry Trends - The demand for lithium batteries is projected to reach 7 TWh globally by 2030, indicating a continuous growth in the lithium new materials market [1]. - The market for high-performance batteries, such as fast-charging technologies, is accelerating, with innovations in materials like lithium iron manganese phosphate and silicon-based anodes becoming crucial for cost reduction and efficiency improvement [1][2]. - AI is becoming a core engine for breakthroughs in next-generation battery technologies, with companies like CATL and Guoxuan High-Tech integrating AI into various stages of battery lifecycle management [1]. Group 2: Equipment and Material Innovations - Equipment manufacturers are focusing on innovations to enhance material processing precision, develop solid-state battery-specific equipment, and upgrade automation across the production process [2]. - The solid-state battery sector is entering a critical phase for cost reduction, with current costs for sulfide solid-state batteries ranging from 3.7 to 6.5 yuan/Wh and polymer composite electrolytes between 2 to 3.5 yuan/Wh [2]. Group 3: Conference Highlights - The conference will gather over 100 leading companies from various segments of the lithium battery supply chain, facilitating technical exchanges and new product showcases [3]. - Key topics will include the transformation of battery materials under diverse demands, the industrialization of composite materials, and the competitive landscape for lithium battery companies [4][6]. Group 4: Event Schedule - The event will feature a series of discussions on new material applications, market trends, and technological advancements in lithium battery materials, with a focus on collaborative efforts across the supply chain [4][6].

● 全球化也将成为中国锂电产业新征程中的时代命题。如何从领跑全球，到真正融入全 球，并成长出一批具备跨国经营的国际企业，将成为中国锂电产业新 15年的最大考验。能 否在新的征程中续写新时代的辉煌，让我们期待中国锂电产业的时代答卷。 高工15年，与行业同行 高工锂电15周年特别策划 ● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为 肇始，在新能源汽车产业的强力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随 到领跑的完整历程，如今已经成为中国制造走向全球的"新三样"代表，也成为中国经济转型 升级的时代注脚。 ● 以 2025年为转折，中国动力电池产业将开启新的15年征程。瞭望新征程，将会是更具 挑战，交通电动化向全场景渗透，能源体系变革也加速走向纵深，这也意味着，新应用场景 开启，新技术与产品创新，新商业模式落地，新的产业生态与格局。 ● 15年前，高工锂电开始用脚步丈量行业，用研究报告测量行业变化的温度，用杂志、网 站、微信传递行业信息，用会议搭建行业间交流桥梁，记录行业的起伏波澜，低谷 ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 17 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | | 2025-06-16 2025-06-13 | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 59780 | 59940 | -160 | | | | 连续合约收盘价 | 元/吨 | 60000 | 59980 | 20 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 624 | 629 | -5 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 695 | 695 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1225 | 1225 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5660 | 5660 | 0 | | | ...

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Core Viewpoint - EVE Energy aims to maintain its position as a "second-tier leader" in the lithium battery industry and effectively counter "black swan" events by proactively gathering funding sources [1][9][60] Group 1: IPO and Market Response - EVE Energy's announcement of its H-share IPO on the Hong Kong Stock Exchange did not receive a warm response from the capital market, unlike CATL [2][4] - Following the IPO announcement, EVE Energy's A-share price fell nearly 5% from 45.02 CNY to 42.78 CNY [3] - The muted market reaction is attributed to the slowdown in the lithium battery industry and investor concerns over the company's potential funding pressures [6] Group 2: Funding Needs and Global Expansion - The funds raised from the Hong Kong IPO are crucial for EVE Energy, described as a "lifeline" for the company [7] - EVE Energy plans to use the IPO proceeds for overseas factory construction, accelerating global capacity layout, and supplementing working capital [11] - The company has a cash balance of approximately 13.4 billion CNY, but its overseas projects require nearly 17.4 billion CNY, leaving a funding gap of about 4 billion CNY [19] Group 3: Customer Payment Challenges - EVE Energy's core business, power batteries, accounts for nearly 40% of its revenue, with automotive companies as its primary customers [25] - Following the IPO announcement, several automotive companies committed to reducing payment terms to within 60 days, highlighting a significant change in the supply chain [26] - The average accounts payable turnover days for domestic automakers is 171.6 days, significantly higher than the less than 60 days typical for Western brands [28] Group 4: Storage Battery Market and Competition - EVE Energy's storage battery revenue is projected to account for 39.14% of total revenue in 2024, with a shipment target of 50.45 GWh, making it the second-largest globally after CATL [36] - The U.S. market is a key target for EVE Energy, but changes in policy, such as the IRA, pose significant challenges for its downstream customers [38][39] - The bankruptcy of Powin, a major U.S. energy storage integrator and customer, raises concerns about future cooperation and payment uncertainties [40][43] Group 5: R&D Investment and Competitive Pressure - EVE Energy must invest heavily in R&D to keep pace with competitors, with R&D spending increasing from 700 million CNY to 2.942 billion CNY over the past five years [47] - The company plans to launch a pilot line for solid-state batteries by the end of this year, aiming for a 400 Wh/kg energy density by 2028, which lags behind competitors [49][55] - EVE Energy faces intense competition in large-capacity battery cells, with rivals rapidly advancing their technologies [56][58] Group 6: Overall Challenges and Future Outlook - EVE Energy is confronted with multiple challenges, including the need for funding for overseas expansion, risks in accounts receivable, difficulties in the storage market, and pressures from R&D investments [59] - The success of the Hong Kong IPO is critical not only for expanding financing channels but also for supporting overseas expansion and technological advancements [60]

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference emphasizes the role of AI and new materials in leading energy transformation [2] - The events are organized by High-tech Lithium Battery and High-tech Industry Research Institute (GGII) [3] Group 2 - The 2025 High-tech New Energy Materials Industry Conference is scheduled for June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [3] - The subsequent conference on energy storage will take place on July 8-9, 2025, in Qionglai, Chengdu, China [4]

会议预告 第十八届高工锂电产业峰会 —— 产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业周期。同时，电力市场、船舶、商用车、人形机器 人、eVTOL等赛道的发展成为锂电出货增长新的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规模化发展，而储能的发展，则关系到区域性能源转 型与碳中和目标实现，二者协同融合，将成为国内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 ● 锂电产业链结构性调整。 核心材料价格触底反弹，电芯价格趋向稳定，产业链供需优化，产能出清与企业淘汰并行。产业链各环节企业竞争格局 调整，重点企业整合与调整。产业链各环节进入盘整与优化阶段。 ● 新材料新工艺加速应用， 动力及储能电池差异化进一步凸显，围绕场景需求，电池性能加速迭代，倒逼新材料加速应用，复合集流体、硅基负 极、新型锂盐等材料具备规模化应用条件，同时 ...