Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the new energy industry, with significant potential for growth through market opportunities and technological innovation [4] Summit Highlights - The summit is recognized as a premier annual event in the lithium battery sector, attracting over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product displays from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will focus on battery applications in various sectors, including electric vehicles, marine electrification, and the emerging opportunities in the cylindrical battery market [8]

亿纬锂能筹划赴港上市 锂电企业加速全球化布局 锂电企业赴港上市阵容进一步扩大。 6月9日晚间，惠州亿纬锂能股份有限公司（以下简称"亿纬锂能"）公告，拟发行H股股票并在香港联合交易所有限公司主板挂牌上市。 就在5月20日，A股锂电巨头宁德时代新能源科技股份有限公司（以下简称"宁德时代"）刚刚完成H股敲锣。此次亿纬锂能紧追宁德时代 脚步，继A股上市后二次赴港，标志着锂电产业"A+H"布局再下一城。 亿纬锂能即将开启"A+H"架构 根据公告，在上市"时间表"的安排上，亿纬锂能"将充分考虑现有股东的利益和境内外资本市场的情况，在股东大会决议有效期内选择适 当的时机和发行窗口完成本次发行上市"。 股东大会决议有效期即经公司股东大会审议通过之日起24个月或同意延长的其他期限。截至目前，亿纬锂能正与相关中介机构就本次发 行上市的相关工作进行商讨，不过具体细节尚未确定。 此前，宁德时代港股上市从启动到完成仅用时128天，时间之短、节奏之快为业内所乐道。作为同样布局"A+H"架构的锂电企业，这一 次，亿纬锂能的港股上市效率又会如何？ 公告披露，此次赴港上市旨在进一步提高亿纬锂能的资本实力和综合竞争力。除此之外，提升国际化品牌形 ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 11 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 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | 2025-06-10 2025-06-09 | | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 60760 | 60700 | 60 | | | | 连续合约收盘价 | 元/吨 | 61000 | 60540 | 460 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 628 | 628 | 0 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 675 | 675 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1185 | 1185 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5620 | 5620 | 0 | | | | 磷锂铝石（L ...

Group 1 - Robotech clarified that it is not being excluded from the supply chain by major companies like Nvidia, TSMC, Huawei, SpaceX, Samsung, and Broadcom, indicating stable business operations [1] - The company focuses on high-end automation equipment and intelligent manufacturing execution systems based on industrial internet technology [1] - Investors are encouraged to monitor the company's core technology innovations and market expansion for long-term investment value [1] Group 2 - Jinyinhai announced that its recent strategic cooperation in solid-state battery development will not have a significant short-term impact on its performance [2] - The company's stock experienced abnormal fluctuations, with a cumulative price increase of over 30% in three consecutive trading days, reflecting market optimism regarding the solid-state battery collaboration [2] - Investors should pay attention to the progress of the cooperation and market changes to assess the company's long-term value more comprehensively [2] Group 3 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to develop flexible fabric pressure sensors and robotic electronic skin [3] - This partnership aims to leverage each company's strengths in product development, production management, and application scenarios, targeting automotive and consumer technology markets [3] - The collaboration is enhanced by the backing of Xiaomi Technology, suggesting potential new developments in the smart robotics field [3]

Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and energy storage batteries, and the role of AI in developing new battery materials [3] Industry Background - The 18th High-tech Lithium Battery Industry Summit will take place on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of all-scenario applications [2] - Changzhou is positioned as a leading base for the global new energy industry, leveraging its strong foundation and potential for significant breakthroughs in the sector [4] Summit Highlights - The summit is recognized as a top-tier industry event, gathering over 300 influential companies and more than 1,000 executives from the lithium battery supply chain [6] - It will feature technical exchanges and new product showcases from upstream and downstream enterprises within the industry [6] - The event will also include the release of the first half of the year’s industry development report by GGII [6] Key Agenda - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [8] - Specific sessions will address battery selection and matching for various applications, including electric vehicles and marine electrification [8] - The summit will also explore new opportunities in the cylindrical battery market and innovations in battery technology for humanoid robots and other applications [8]

固态电池在能量密度、安全性两个维度较液态电池具有显著优势，且与国家当下大力支持 发展的低空经济、机器人产业具有极高适配度。固态电池产业链发展迅速，呈现协同突破 态势：材料端，固态电解质、硅碳负极和新型正极制备工艺日趋成熟；电池端，半固态电 池将率先装车，全固态电池性能和安全等参数持续突破；整车端，多家主流车企计划推出 搭载固态电池的新车型。 目前固态电池材料体系已基本定型 。 中泰证券指出，2 0 2 5年4月工信部出台动力电池新国标，对电池热失控、热扩散提出更严 格要求，且发文要求加快固态电池行业顶层建设，国家政策呈现积极鼓励态势。 同时从 资本开支周期的角度看，以半固态为主的新型电池技术资本开支显著提升。固态电池行业 有望在"市场需求+政策鼓励+产业升级"的三重因素影响下，带动锂电行业完成新一轮产 业技术升级迭代。 二、相关上市公司： 财联社资讯获悉，据报道，随着新能源汽车产业的技术攻坚迈入"深水区"，动力电池作为 核心部件，其技术路线的演进备受市场关注。其中， 固态电池已成为新能源汽车新一轮 技术竞赛的重要方向。 在相关标准方面，《全固态电池判定方法》发布； 在市场方面，固态电池领域的研发进 展明显加速 ...

Core Viewpoint - The company, Haiyue Energy Group Co., Ltd. (*ST Haiyue), is facing delisting from the Shanghai Stock Exchange due to financial difficulties and a significant decline in its business performance [1][4]. Group 1: Company Overview - Haiyue Energy Group was established in 1993 and listed on the Shanghai Stock Exchange in 2004, primarily engaged in oil trading, wholesale and retail of refined oil, lithium carbonate business, property leasing, and venture capital [4]. - For the fiscal year 2024, *ST Haiyue reported a revenue of 1.483 billion yuan and a net loss attributable to shareholders of 299.8 million yuan [4]. Group 2: Financial Performance - The company's bulk trading business has declined compared to the previous year, influenced by the overall downturn in the traditional energy sector and risk control measures [5]. - The market price of lithium carbonate has also decreased compared to the same period last year, leading the company to make provisions for inventory impairment related to lithium carbonate and other products [5]. - The company has recognized asset impairment losses on receivables based on a cautious approach, considering the end-of-period situation [5].

| 元用期货 | | | 碳 锌 8 详20250610:国内碳酸锂6月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-06-09 | 2025-06-06 | 2025-06-03 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 60540.00 | 60820.00 | 59900.00 | -280.00 | | | | 连一合约 | 收盘价 | 60700.00 | 60440.00 | 59940.00 | 260.00 | | | | 连二合约 | 收盘价 | 60960.00 | 60920.00 | 59900.00 | 40.00 | | | | 连三合约 | 收盘价 | 60960.00 | 60920.00 | 59820.00 | 40.00 | | | | | 收盘价 | 60700.00 | 60440.00 | 59940.00 | 260.00 | | | 砖酸锂期货 | 活跃合约 | 成交量(手) ...

9月进行中期验收、验收指标较为严苛。工信部9月对六家单位进行中期审查，电芯尺寸要求60Ah级别，从至 少300支电芯中随机选取100支进行检测，验收指标和方式较为严苛，能量密度要求350Wh/kg+，叠加其他电 芯测试数据，各家性能要求或略有区别。此外，工信部项目或有淘汰机制，不排除有新中标单位进入。产业 链进展快于项目预期，头部厂商已建立超低露点车间，单次进行公斤级投料，单次生产电芯30-50支，其余电 池厂均在全力推进。 往期推荐 主机厂电芯采购：兼顾性能和成本 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 比亚迪出海：发力东南亚 CATL ： 储能市场增长高于动力 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 ...

本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 往期推荐 主机厂电芯采购：兼顾性能和成本 比亚迪出海：发力东南亚 CATL ： 储能市场增长高于动力 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 ...