Group 1: Industry Investment Rating - There is no information about the industry investment rating in the provided reports. Group 2: Core View - Domestic lithium carbonate supply in July is expected to be loose, with the domestic social inventory of lithium carbonate increasing month - on - month. Due to the clearing of lithium carbonate products from extraction projects and automobile consumption rules, there is upward potential for lithium carbonate prices. It is recommended to hold long positions in light - volume contracts and pay attention to the support level around 58,000 - 62,000 and the resistance level around 66,000 - 70,000 [1][4][6]. Group 3: Summary by Related Catalogs Lithium Carbonate Futures - **Price and Volume**: On July 16, 2025, the closing price of the active lithium carbonate futures contract was 66,420 yuan/ton, a decrease of 240 yuan compared to the previous day. The trading volume was 478,114 lots, a decrease of 285,914 lots, and the open interest was 340,618 lots, a decrease of 1,528 lots. The inventory was 10,655 tons, a decrease of 548 tons [1]. - **Spread and Basis**: The spread between the near - month and the first - consecutive contract was 180 yuan, a decrease of 20 yuan; the spread between the first - consecutive and the second - consecutive contract was 580 yuan, an increase of 20 yuan; the spread between the second - consecutive and the third - consecutive contract was 0 yuan, unchanged. The basis (SMM battery - grade lithium carbonate average price - active lithium carbonate futures contract closing price) was - 1,470 yuan, an increase of 290 yuan [1]. Lithium Spot Prices - Various lithium - related products' prices showed different trends. For example, the average price of battery - grade lithium carbonate (99.5% domestic) was 64,950 yuan/ton, an increase of 50 yuan; the average price of industrial - grade lithium carbonate (99.2% domestic) was 63,350 yuan/ton, an increase of 50 yuan [1]. Supply - side Information - Some lithium carbonate production enterprises in Jiangxi Shanggao and Yichun started maintenance from July 10 for 5 - 10 days, which may affect the production volume by 0.00 tons. The production capacity of Guangdong Haohai Lithium's 1,000 - ton battery - grade lithium carbonate is expected to be put into production in July 2025, and Zijin Mining's 25,000 - ton battery - grade lithium carbonate production capacity will be completed and put into production in December 2025. The production volume of industrial and battery - grade lithium carbonate in China may increase month - on - month, but the supply is expected to be loose [4]. - The production volume of lithium hydroxide in China (smelting and causticizing methods) in July may decrease month - on - month, and the inventory may increase month - on - month. The export volume may also decrease month - on - month [4]. Demand - side Information - The monthly average in - production cost of phosphoric acid iron in China with different production processes is 10,600 - 12,900 yuan/ton, and the inventory in July may increase month - on - month. The monthly average in - production cost of lithium iron phosphate is 29,000 - 35,000 yuan/ton [5]. Company News - Panasonic Holdings decided to postpone the full - scale operation of its new US electric vehicle battery factory in Kansas due to Tesla's sales slump [2]. - Savoye announced that the drilling at the 2014 Canadian Quebec Mobilele project ended, with 116 new drill holes showing high - grade lithium mineralization, which is expected to increase resource reserves [2]. - Hubei Wanrun's planned project in Wuhan will automatically terminate after expiration [2]. - Australia's Cabic Company (CC9) successfully raised 100,000 Australian dollars through private placement for asset acquisition [3]. - Ganfeng Lithium's Mali project and Tianqi Lithium's project have achieved production increases [4].

Vancouver, British Columbia--(Newsfile Corp. - July 16, 2025) - Telescope Innovations Corp. (CSE: TELI) (OTCQB: TELIF) (FSE: J4U) ("Telescope" or the "Company"), a developer of advanced technologies and services for the global pharmaceutical and chemical industries, reports financial results for the fiscal quarter ended May 31, 2025 (Q3). The Company generated revenues of $1.4 million during this period, and an adjusted EBITA loss of $0.1 million. Revenues were driven strongly by sales of DirectInject-LC™, ...

Broad headline numbers mixed, China property in focus GDP growth in Jun Q remained robust, though other economic indicators for China in the month of June are mixed. Highlights include: 1) June quarter GDP was +5.2% y/y vs consensus +5.1% y/y owing to front-loading of exports and related production, earlier government bond issuance and implementation of already planned stimulus, 2) Industrial production growth accelerated, 3) Property signals deteriorated, and 4) Retail sales slowed. Given prevailing weakne ...

Appointed Mr. Seok Joung Youn as Head of Manufacturing & Facility Operations40 Years of Lithium-Ion Battery Manufacturing & Quality Control Experience from Samsung SDI and Global Battery Startups Launched World’s First Wide Electrode Production Line for Samsung EV Batteries Will Direct Production of High-Quality Electrodes and Large-Format Battery Cells for Robust Testing & Validation for Global Battery Partners TORONTO, July 16, 2025 (GLOBE NEWSWIRE) -- NEO Battery Materials Ltd. (“NEO” or the “Company”) ( ...

Malaysia Fab2 High-Volume Manufacturing Line Video to be UnveiledFREMONT, Calif., July 16, 2025 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Company” or “Enovix”), a global high-performance battery company, today announced it will release financial results for the second quarter of 2025 on Thursday, July 31, 2025, following the close of the market. The Company will host a live webcast at 5:00 PM ET / 2:00 PM PT to discuss the results and provide business updates. As part of the call, Enovix will ...

Core Insights - Volt Carbon Technologies has consolidated all operations to its Guelph, Ontario facility as of July 15, 2025, decommissioning the Scarborough site to streamline operations and accelerate commercialization of its mobile graphite purification technology [1][2] Operations and Production - The Guelph facility centralizes graphite processing, customer trials, and equipment fabrication, enabling scaling of mobile purification units and enhancing research and development efforts [2] - Over 500 process trials were conducted at the Scarborough facility on 4 tonnes of graphitic rock, resulting in approximately 50 kilograms of purified large flake graphite now stored in Guelph for anode and graphene trials [2] - The Guelph plant is producing small batches of expandable graphite, graphite foils, and graphene for customer evaluation and development programs [2] Technology and Equipment - Two bench-model air classifier units have been fabricated for mobile deployment, utilizing Volt Carbon's patented dry separation technology in modular, containerized systems [3] - A bulk sample of 40 tonnes of graphitic rock with grades ranging from 8-20% carbon content has been stockpiled at the Guelph site for upcoming pilot-scale production campaigns [4] - Facility upgrades include the installation of X-ray fluorescence (XRF) and thermal testing apparatus, improving quality control and shortening development timelines [4] Intellectual Property - Volt Carbon has expanded its intellectual property portfolio, including the grant of U.S. Patent No. 12341150B2 and Canadian Patent No. 3134407 for its metal-organic framework (MOF) electrolyte used in lithium-metal battery applications [5][6] Battery Development - The company has achieved 1,100 charge-discharge cycles with 80% capacity retention in its proprietary lithium iron phosphate (LFP) battery, demonstrating long-term cycling stability [7] - Volt Carbon's lithium-metal battery featuring high-nickel NMC811 cathodes has achieved 800 cycles with 80% capacity retention at an energy density of 400 Wh/kg [8] - The company aims to optimize its high-nickel NMC/lithium-metal technology to achieve 1,000 cycles with 80% capacity retention in the next development phase [9] Strategic Vision - The CEO emphasized the importance of investment in people, equipment, and capabilities, positioning Volt Carbon for long-term success and supporting the future of energy and mobility [10]

证券代码：688772 证券简称：珠海冠宇 公告编号：2025-062 债券代码：118024 债券简称：冠宇转债 珠海冠宇电池股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 案件所处的诉讼阶段：终审判决；撤销一审判决，驳回 ATL 的诉讼请求。 ? 公司所处的当事人地位：二审上诉人、一审第一被告 ? 对公司产生的影响：截至本公告披露日，公司与 ATL 之间的专利争议案 件中已有 14 个 ATL 的专利被国家知识产权局宣告或法院判决无效，已有 12 个 案件被 ATL 主动撤诉，已有 4 个案件被法院驳回 ATL 的起诉。公司所研发生产 的产品具有完全自主的知识产权，公司坚决以法律手段和事实依据积极应诉，全 力维护公司的合法权益和投资者利益。本次诉讼进展不会对公司的日常经营产生 负面影响，也不会对公司当期及未来损益产生负面影响。 一、诉讼的基本情况 州市中级人民法院（以下简称"福州中院"）送达的关于宁德新能源科技有限公 司、东莞新能源科技有限公司（以下单独或合称"ATL"）起诉公司的《民 ...

China Battery Chartbook July 2025 Eric Shen Goldman Sachs (Asia) L.L.C. +852-2978-7954 eric.shen@gs.com Trina Chen Goldman Sachs (Asia) L.L.C. +852-2978-2678 trina.chen@gs.com Qiying Wei Goldman Sachs (Asia) L.L.C. +852-2978-6426 qiying.wei@gs.com Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report ...

Core Viewpoint - Euro Manganese Inc. has announced the appointment of Sherry Roberge as Interim Chief Financial Officer and Martina Blahova to the Board of Directors, effective July 15, 2025, which is expected to enhance the company's strategic execution in the battery materials sector [1][3]. Company Appointments - Sherry Roberge, a Chartered Professional Accountant with over 15 years of experience in the resource sector, has been appointed as Interim Chief Financial Officer. Her background includes roles at NorthX Nickel Corp. and Defiance Silver Corp., focusing on corporate governance, regulatory compliance, and financial reporting [2][3]. - Martina Blahova, currently the President and CEO, has also been appointed to the Board of Directors, following her successful acquisition of a Director Identification Number from the Australian Business Registry Services [3]. Company Overview - Euro Manganese is focused on producing high-purity manganese for the electric vehicle industry, with ongoing development of the Chvaletice Manganese Project in the Czech Republic and an early-stage opportunity in Bécancour, Québec [4][5]. - The Chvaletice Project involves reprocessing old tailings from a decommissioned mine, positioning the company as a key supplier of critical raw materials for battery supply chains in the European Union [5].

Summary of SES AI Fireside Chat - July 15, 2025 Company Overview - SES AI (SES) was established in 2012, focusing on developing high energy density lithium metal batteries and has expanded to other chemistries including silicon lithium ion, LFP, and sodium batteries [4][6] Core Business Model - SES is transitioning to a multistrategy business model that integrates battery production with an innovative AI-driven software platform called Molecular Universe [5][6] - The Molecular Universe platform has gained popularity since its launch, demonstrating successful applications in various battery chemistries [4][6] Revenue and Financial Outlook - SES anticipates becoming the first battery company in the US to break even sooner than expected, driven by revenues from materials, drones, batteries, energy storage, and subscriptions to Molecular Universe [7][36] - The company is on track to meet its revenue guidance for 2025, with plans to expand manufacturing capacities and marketing channels [39] Molecular Universe Platform - The platform allows SES to generate its own data by systematically testing and synthesizing different materials and battery configurations, which is crucial for training their AI models [11][12] - The latest version, Molecular Universe 0.5, introduces a feature called Deep Space, which enhances problem-solving capabilities by asking clarifying questions before providing solutions [18][20] - This innovation aims to significantly reduce R&D time from years to approximately 20-30 minutes for practical solutions, appealing to battery companies looking to cut R&D costs [19][23] Market Interest and Adoption - There is growing interest from enterprise customers, particularly battery and electric companies, in the Molecular Universe platform, with many major battery companies trialing the enterprise version [15][31] - The pricing model includes multiple tiers, with a free entry-level option for academic users and paid tiers for enterprise customers [28][30] Competitive Positioning - Molecular Universe serves as a core connection between various market segments, including batteries for drones, electric vehicles (EVs), and energy storage systems (ESS), allowing SES to supply major battery producers without direct competition [35][36] - The platform's ability to provide practical solutions is expected to enhance SES's market position and revenue growth [36][26] Future Outlook - SES plans to announce further developments in manufacturing capacities and marketing strategies to support growth in its various market segments [39]