1、性能上，循环寿命，90%SOC内已经达到300-400次，按80%SOC测算已经可以达到商用目的，能量密度达 到350Wh/kg-350Wh/kg； 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 ： 2、材料选择上，电解质选用硫化物路线，正极选用高镍体系，负极采用人造石墨+硅碳负极，少部分采用无 负极技术； 往期推荐 主机厂电芯采购：兼顾性能和成本 3、工艺上，选用等静压设备解决固固界面问题，目前采用湿法工艺，后续可能采用干法工艺； 4、进展上，目前中试线已搭建完成， 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 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 鑫椤锂电6月锂电预排产数据发布 本文来源：鑫椤锂电 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处 的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本号认 同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 鑫椤锂电发布锂电产业链6月预排产：样本企业中 电池排产107.7GWh，环比+2.9%，正极13.3万吨，环 比+9.1%，负极11.7万吨，环比+0.9%，隔膜14.9亿平，环比+4.3%，电解液7.6万吨，环比+6.6%， 总体排产环比微增。 ——The End—— ...

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 峰会背景 ● 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。 ● 常州新能源产业发展新阶段， 在新能源产业方面具备良好的基础和巨大的发展潜力。通过抓住 市场机遇，加强技术创新，推动产业协同，常州有望在新能源领域实现更大的 ...

全球锂电池格局变迁进入新一轮周期 2020-2024年全球锂电池需求增长主要依靠中国市场电动车渗透率提升。我们测算2020-2024年全球动 力电池装机年复合增速为57%，2020-2024年中国新能源车渗透率由5%提升至41%。我们认为2025年 往后中国电动车需求进入稳定增长阶段，未来的电动车全球成长需要欧洲和美国市场需求接力，但2 025年可能仍处于中国需求增速放缓，欧美需求突破尚未出现的"青黄不接"阶段。 储能需求保持高景气，但对全球锂电池需求拉动的影响相对有限。根据我们测算，2024年全球锂电 池市场的需求为1339GWh，其中储能需求235GWh（占比18%）。我们预测2025年全球储能电池需求 为305GWh（同增30%），需求增长的主要原因是1）收益端—电价上涨。海外多国家电价上涨有助 于提升储能项目收益率；2）成本端—储能系统度电成本下降，有助于实现风光+储能平价上网，提 升储能全球渗透率；3）消纳端—新能源渗透率提升及AI数据中心建设浪潮背景下，大储装机将解决 消纳问题、提升电力系统稳定。长期来看，我们预计2030年全球储能新增装机量将接近390GW，202 4-2030年期间年均复合增速 ...

Report Title - Carbonate Lithium Daily Report (June 6, 2025) [1] Report Investment Rating - Not mentioned Core Viewpoints - The previous day, the 2507 contract of lithium carbonate futures fell 0.43% to 60,100 yuan/ton. Spot prices of battery-grade lithium carbonate, industrial-grade lithium carbonate, battery-grade lithium hydroxide (coarse particles), and battery-grade lithium hydroxide (micropowder) all declined. The warehouse receipt inventory decreased by 140 tons to 33,321 tons [3]. - Lithium ore prices continued to fall. On the supply side, the weekly output increased by 891 tons to 17,471 tons, with expected further increase in June. On the demand side, cathode production data was average, but cathode inventory was digested, and terminal sales were strong. The weekly inventory increased by 861 tons to 132,432 tons, with downstream inventory slightly decreasing and upstream and intermediate inventories increasing [3]. - Overall, the fundamentals have not substantially improved, and intensified gaming should be noted at current price levels [3]. Summary by Directory 1. Research Views - **Futures and Spot Prices**: The 2507 contract of lithium carbonate futures fell 0.43% to 60,100 yuan/ton. Battery-grade lithium carbonate average price dropped 50 yuan/ton to 60,200 yuan/ton, industrial-grade lithium carbonate average price fell 50 yuan/ton to 58,600 yuan/ton, battery-grade lithium hydroxide (coarse particles) decreased 150 yuan/ton to 62,270 yuan/ton, and battery-grade lithium hydroxide (micropowder) dropped 150 yuan/ton to 67,415 yuan/ton. Warehouse receipt inventory decreased by 140 tons to 33,321 tons [3]. - **Supply - Side Analysis**: Weekly output increased by 891 tons to 17,471 tons. Lithium extraction from spodumene, mica, and salt lakes increased, while that from recycled materials decreased. With some enterprises planning to resume production in June, the output is expected to increase by 9.4% to 78,900 tons [3]. - **Demand - Side Analysis**: Cathode production data was average, but cathode inventory was continuously digested, especially the inventory turnover days of lithium iron phosphate significantly decreased. The cell end continued to slow down, but terminal sales were still remarkable, and the penetration rate remained high [3]. - **Inventory Analysis**: Weekly inventory increased by 861 tons to 132,432 tons. Downstream inventory decreased slightly, while upstream and intermediate inventories increased [3]. 2. Daily Data Monitoring - **Lithium - Related Product Prices**: Most prices of lithium - related products in the lithium - ion battery industry chain declined, such as lithium carbonate, lithium hydroxide, and some precursors. Some prices remained unchanged, like lithium mica, battery - grade lithium hydroxide (CIF China, Japan, and South Korea), and hexafluorophosphate lithium [5]. - **Price Spreads**: The spread between battery - grade lithium hydroxide and battery - grade lithium carbonate decreased by 350 yuan/ton, while the spread between battery - grade lithium carbonate and industrial - grade lithium carbonate remained unchanged [5]. 3. Chart Analysis - **Ore Prices**: Charts show the price trends of lithium - containing ores such as spodumene concentrate, lithium mica, and lithiophilite from 2024 to 2025 [6][8]. - **Lithium and Lithium Salt Prices**: Charts present the price trends of metal lithium, battery - grade lithium carbonate, industrial - grade lithium carbonate, lithium hydroxide, and hexafluorophosphate lithium from 2024 to 2025 [11][13][15]. - **Price Spreads**: Charts display the spreads between different lithium - related products, including battery - grade lithium hydroxide and battery - grade lithium carbonate, battery - grade lithium carbonate and industrial - grade lithium carbonate, etc., from 2024 to 2025 [18][19][20]. - **Precursor and Cathode Materials**: Charts show the price trends of ternary precursors, ternary materials, lithium iron phosphate, lithium manganate, and lithium cobaltate from 2024 to 2025 [22][24][27]. - **Lithium Battery Prices**: Charts present the price trends of 523 square ternary cells, square lithium iron phosphate cells, lithium cobaltate cells, and square lithium iron phosphate batteries from 2024 to 2025 [30][32]. - **Inventory**: Charts show the inventory trends of downstream, smelters, and other sectors from October 2024 to May 2025 [35][37]. - **Production Costs**: The chart shows the production profit trends of lithium carbonate from different raw materials from 2024 to 2025 [39][40]

Group 1 - The core viewpoint is that the new energy vehicle market is expected to continue outperforming, with strong sales trends in China and Europe as of April 2025, driven by solid-state batteries and other new technologies [1] - The domestic energy storage growth rate is slowing year-on-year, while the U.S. maintains relatively high growth [1] - The lithium battery sector is expected to benefit from both market prosperity and new technology advancements in 2025, with leading companies in segmented tracks being the best investment strategy [1] Group 2 - The green electricity direct connection policy has been implemented nationwide, which will help meet the green electricity consumption and traceability needs of end users, especially export-oriented enterprises [2] - This policy is expected to assist companies in reducing electricity costs and broaden the consumption methods for green electricity, particularly renewable energy [2] - It is recommended to seize the pivotal opportunities in the renewable energy generation sector [2] Group 3 - The industrialization of L4 autonomous driving is identified as a clear industry trend, with the robotics sector and new vehicle cycles remaining the main investment lines in the automotive sector [3] - The robotics sector is expected to outperform market expectations due to prolonged market neglect, while the new vehicle cycle relies on structural growth from new cars and exports [3] - The domestic passenger car insurance sales data is currently flat, with automakers increasing promotional efforts, making performance expectations and new car forecasts the core support for the sector [3]

Group 1 - The core focus of Chuaneng Power is on green energy, with main businesses including renewable energy generation and lithium battery operations [1] - The company has a total installed capacity of approximately 1.45 million kilowatts and expects to generate 5.079 billion kilowatt-hours of electricity in 2024 [1] - Chuaneng Power controls the Lijiagou lithium mine, with an annual production of approximately 180,000 tons of concentrate, and the Ding Sheng Lithium project is expected to produce 11,300 tons of lithium salt products in 2024 [1] Group 2 - The company plans to add 2.0708 million kilowatts of wind and solar power capacity in 2025, with no current plans for upgrades to existing wind farms and solar power stations [1] - The settlement method with grid companies remains unchanged, but future electricity prices for renewable energy will undergo market-oriented reforms [1] - The policy environment for lithium mining is stable, but sales of lithium products are significantly affected by market prices [1] Group 3 - The Lijiagou lithium mine project is expected to begin trial operations in the fourth quarter of 2024, with specific production ramp-up timelines dependent on trial runs [1] - The company has encouraged its controlling shareholder to increase shareholdings and has implemented cash dividends, with plans to explore market value management measures in the future [1]

Core Viewpoint - Lithium prices have dropped below 60,000 yuan/ton, leading to a trend of capacity reduction in the industry, particularly among cross-industry companies that have entered the lithium battery sector [1][2] Industry Trends - The trend of capacity reduction is becoming more pronounced, especially among companies that have crossed into the lithium battery industry, as they face operational difficulties due to falling lithium prices and increased cost pressures [1][2] - The lithium industry is experiencing a shift, with traditional lithium iron phosphate (LFP) competition becoming more intense, leading to the potential exit of underperforming capacities [3] Company Actions - Zhongke Titanium White has announced the termination of its 500,000-ton/year lithium iron phosphate project, which had previously seen an investment of 1.309 billion yuan, with only 100,000 tons/year of capacity completed [2] - Other companies, such as Jinpu Titanium Industry and Huiyun Titanium Industry, have also paused or terminated their lithium iron phosphate project investments, reflecting a broader trend among titanium dioxide and phosphate chemical companies [2] - Despite the downturn, some companies like Ganfeng Lithium and Yahua Group have increased their lithium carbonate production by approximately 24% and 10%, respectively, indicating a divergence in operational strategies within the industry [5] Market Dynamics - The lithium market is currently facing an oversupply, with an estimated surplus of 32,200 tons of lithium carbonate equivalent (LCE) expected for the year, which has been revised upward [5] - The production of lithium carbonate, lithium hydroxide, and lithium chloride in China is projected to increase significantly, with year-on-year growth rates of 35.35%, 29.54%, and 37.14%, respectively [4] - The overall capacity utilization rates for companies like Cangge Mining and Salt Lake Co. have reached 116% and 100%, respectively, indicating that some low-cost lithium producers are operating at full capacity despite the market downturn [5][6] Future Outlook - The lithium carbonate price has plummeted from a peak of 500,000 yuan/ton in early 2023 to below 60,000 yuan/ton, raising concerns about the sustainability of current production levels [6] - The demand for lithium carbonate is uncertain due to fluctuating market conditions and potential changes in U.S. tariff policies, which may impact the supply-demand balance in the medium to long term [6]

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 ● 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， AI4S推动电池新材料开发，推动新电池体系开发。 ● 常州新能源产业发展新阶段， 在新能源产业方面具备良好的基础和巨大的发展潜力。通过抓住 市场机遇，加强技术创新，推动产业协同，常州有望在新能源领域实现更大的突破，成为全球新能 源产业的领先基地。 峰会亮点 ● 高工锂电年度品牌会议，新能源领域顶级行业峰会 ...

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 峰会背景 ● 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。 核心议程 | | 6月25日 | | --- | --- | | 时间 | 核心议题 | | 9:00"12:00 | 开幕式专场: | | . | 全球电动化新阶段竞逐风云 | | . | 全场景电动化产品研发与生态构建攻略 | | . | 动力电池技术. 价格与营销"激战" | | . | 下一代电池技术卡位与抢夺的激烈角逐 | | . | 装备企 ...