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 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 在全球新能源转型加速的背景下，锂离子电池作为储能与电动汽车的核心部件，其需求呈井喷式增 长。 据高工产研锂电研究所（ GGII）统计数据显示，2024年中国锂电池出货量达到1175GWh，同比 增长32.6%。 负极材料作为锂电池的关键组件，其海外供应链本土化的需求日益迫切。 当前，欧洲、中东及东南亚等地正密集布局新能源产业园区，推动锂电产业链区域化重构。凭借技 术积累与产能优势，中国负极材料企业正加速出海，抢占市场空白。 在这样的行业机遇下，中科电气的全球化布局迈出了关键一步。 6月4日，中科电气宣布以全资子公司中科星城香港为主体，在阿曼投资建设年产 20 万吨锂离子 电池负极材料一体化基地项目并正式签约，这标志着全球最 ...

Group 1: Company Overview - The company focuses on green energy, with main businesses including renewable energy generation and lithium battery operations [2] - Total installed capacity for renewable energy is approximately 1.45 million kW, with wind and solar power accounting for 1.2977 million kW [3] - The company has a waste-to-energy capacity of 156,500 kW, processing over 6,800 tons daily, with an expected generation of 1.064 billion kWh in 2024 [3] Group 2: Lithium Operations - The company holds mining rights for the Li Jiagou lithium mine, with proven reserves of 38.812 million tons and an average grade of 1.30% [3] - Annual production capacity is projected at 1.05 million tons of raw ore and approximately 180,000 tons of concentrate [3] - The company aims to produce 11,300 tons of lithium salt in 2024 through a combination of processing and self-production [3] Group 3: Future Plans and Capacity Expansion - In 2025, the company plans to increase its installed capacity for wind and solar power to 2.0708 million kW, with seven projects already under construction [3] - There are no current upgrade plans for existing wind and solar facilities [3] Group 4: Market and Policy Environment - The settlement method with the grid company remains unchanged, with no immediate impact on sales revenue [4] - Future electricity prices for renewable energy will undergo market reforms as per the National Development and Reform Commission's 2025 guidelines [4] - The policy environment for lithium resource development is stable, but market prices significantly affect sales [5] Group 5: Financial Management - The company has previously facilitated a share buyback by the controlling shareholder amounting to approximately 300 million yuan [5] - A cash dividend of 295 million yuan was distributed to all shareholders in 2024 [5] - The company will continue to implement market value management measures in line with state-owned asset supervision policies [5]

Group 1 - The event aimed to address issues in the six major industrial chains in Xinyu, including incomplete standard systems and insufficient quality infrastructure [1][2] - Experts from Jiangxi Provincial Quality Standard Institute provided guidance on enterprise standards, encouraging companies to align with advanced domestic and international standards [1] - Participating companies expressed the training's practical value and intention to apply learned knowledge to enhance product quality and standardization levels [1] Group 2 - The market regulatory bureau and experts conducted on-site research at companies like Ganfeng Lithium and Xinyu Guoke to understand their standardization efforts [2] - Challenges faced by enterprises included long international standard formulation cycles and difficulties in establishing provincial standard innovation bases [2] - The regulatory bureau plans to continue promoting standardization activities and encourage capable companies to participate in national and international standard formulation [2]

碳酸锂日报（2025 年 6 月 5 日） 一、研究观点 碳酸锂日报 点 评 1. 昨日碳酸锂期货 2507 合约涨 2.55%至 61080 元/吨。现货价格方面，电池级碳酸锂平均价跌 50 元/ 吨至 60250 元/吨，工业级碳酸锂平均价跌 50 元/吨至 58650 元/吨，电池级氢氧化锂（粗颗粒）下 跌 400 元/吨至 62420 元/吨，电池级氢氧化锂（微粉）跌 400 元/吨至 67565 元/吨。仓单方面，昨 日仓单库增加 64 吨至 33461 吨。 2. 价格方面，锂矿价格延续下跌。供应端，周度产量环比增加 487 吨至 16580 吨，需要注意的是部分 企业此前经过检修拟在 6 月复产，6 月预计产量仍环比有增加。需求端，正极排产数据来看表现一 般，但正极库存连续消化，特别是磷酸铁锂库存周转天数已经明显下降，电芯端延续放缓，但终端 销售仍然亮眼，渗透率维持高位。库存端，周度库存环比下降 208 吨至 131571 吨，下游库存小幅增 加，上游和中间环节减少。 3. 整体来看基本面没有发生实质好转，当前价格水平之下需要注意博弈加剧。 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产 ...

Core Viewpoint - The article emphasizes the growing importance of solid-state battery technology in the global energy transition, highlighting China's advancements and the upcoming forum aimed at fostering collaboration and innovation in this field [9][10]. Industry Overview - The global lithium battery industry is experiencing significant developments, with a detailed distribution map illustrating the entire supply chain from raw materials to end applications, covering major regions such as China, North America, Europe, Japan, and Southeast Asia [5]. - In 2024, China's production of solid-state and semi-solid batteries is projected to reach 5.2 GWh, indicating a substantial growth in this sector [9]. Challenges and Opportunities - Despite advancements, the commercialization of solid-state battery technology faces challenges, including the need for improved ionic conductivity of solid electrolytes, stability of electrode/electrolyte interfaces, and the development of large-scale production processes [9]. - The article calls for enhanced market application scenarios, improved industry chain collaboration mechanisms, and the establishment of relevant policies and standards to support the growth of solid-state batteries [9]. Upcoming Event - A summit titled "2025 (Third) China Solid-State Battery Technology Development and Market Application Forum" will be held on July 8-9, 2025, in Shanghai, aimed at gathering experts, industry leaders, and investors to discuss the latest research, industrialization paths, market trends, and challenges in solid-state battery technology [10][11]. - The forum aims to promote deep integration of industry, academia, and research, accelerating innovation and sustainable development in the global solid-state battery industry [10].

Group 1: Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.06%, Shenzhen Component Index up 0.08%, and ChiNext Index up 0.08% [1] - The Shanghai Composite Index closed at 3,378.22 points with a slight increase of 0.06%, while the Shenzhen Component Index reached 10,152.55 points, up 0.08% [2] - The U.S. stock market showed mixed results, with the Dow Jones down 0.22% to 42,427.74 points, while the S&P 500 rose slightly by 0.01% to 5,970.81 points [3] Group 2: Industry Insights - Huatai Securities reported a 2.9% month-on-month increase in lithium battery production for June, with total battery production reaching 107.7 GWh, driven by demand from new energy vehicles and favorable export conditions [4] - China International Capital Corporation (CICC) anticipates a continued recovery in the small home appliance sector, supported by trade-in policies and low base effects, leading to improved profitability for companies in this space [5] - Tianfeng Securities indicated that the bond market is likely to maintain a volatile pattern, with potential trading opportunities arising from adjustments in monetary policy and market dynamics [6] Group 3: Strategic Positioning - Huaxi Securities noted that some funds may have begun to position themselves in the technology sector, driven by positive market sentiment regarding U.S.-China trade relations, despite potential risks from fluctuating tariff policies [7][8]

Core Viewpoint - The global lithium battery industry is undergoing a significant transformation, moving away from a period of rapid growth to a phase of contraction, particularly as it approaches 2024, indicating an unprecedented downturn in the sector [1]. Industry Overview - Over the past two decades, China's lithium battery sector has achieved substantial breakthroughs in technology innovation, globalization, and industry investment, capturing a dominant global market share in various key areas, including approximately 70% of global power battery shipments and over 90% of energy storage battery shipments [1]. - The lithium battery industry is now facing a downturn, with a reported 11.87% decline in overall revenue for 108 Chinese lithium battery companies in 2024 compared to the previous year, alongside a staggering 67.27% drop in net profit [1][3]. Financial Performance - Key financial metrics for 2024 include: - Total assets: 29,092.41 million, up 6.17% year-on-year - Total liabilities: 16,721.07 million, up 7.31% year-on-year - Operating revenue: 13,028.84 million, down 11.87% year-on-year - Net profit attributable to shareholders: 651.92 million, down 67.27% year-on-year - Net financing cash flow: 210.20 million, down 81.91% year-on-year [3]. Market Dynamics - Major players in the industry, including CATL, Ganfeng Lithium, and Tianqi Lithium, are experiencing significant revenue declines, with CATL reporting a 9.7% drop in revenue for 2024, and other companies seeing declines of over 50% in their lithium product revenues [4][5]. - The global lithium battery landscape is shifting, with even leading companies facing severe impacts, as evidenced by the financial struggles of major Korean battery manufacturers and the bankruptcy filing of Ambri Inc. in the U.S. [5][6]. Investment Trends - The investment landscape is changing, with a notable halt or delay in large-scale lithium battery projects. Over 30 lithium battery business terminations have been reported in 2023 alone, involving investments exceeding 100 billion yuan [9]. - The global lithium battery industry is witnessing a retreat from previous aggressive expansion, with significant projects being canceled or postponed, such as LG Group's withdrawal from a planned electric vehicle battery ecosystem in Indonesia [9][10]. Future Outlook - The lithium battery industry is entering a new phase characterized by competition based on technological strength and operational efficiency rather than mere expansion. Companies that can demonstrate continuous innovation, effective capacity management, and strong financial health are likely to thrive in this evolving landscape [11].

Group 1 - The core viewpoint of the news is the establishment of a regional center for the recycling and utilization of used power batteries in Sichuan Province, aiming to create a comprehensive and efficient recycling system for retired batteries by the end of 2024 [1][2] - By the end of 2024, the number of new energy vehicles in Sichuan is expected to reach 1.402 million, with a peak in battery retirements anticipated in the next 2-3 years [1][2] - The national new energy vehicle ownership is projected to reach 31.4 million by the end of 2024, highlighting the growing importance of battery recycling as the volume of retired batteries increases [1][2] Group 2 - The recycling of retired batteries can meet significant portions of annual demand for lithium (24%), cobalt (31.2%), and nickel (16.8%), which is crucial for the sustainable development of the new energy vehicle industry [2] - The current standardized recycling rate of power batteries in China is below 25%, with many batteries ending up in unregulated small workshops, indicating a need for stricter regulations [2] - The Ministry of Industry and Information Technology emphasizes the importance of comprehensive supervision across the battery lifecycle, from production to disposal, to prevent environmental pollution and ensure safety [2] Group 3 - Sichuan Province, rich in lithium resources, accounts for about 20% of the national power battery production, and is developing a complete industrial chain from lithium mining to battery recycling [3] - The establishment of a recycling system is expected to promote technological innovation and create a sustainable industrial ecosystem [3]

昔日凭借上游原材料优势强势入局磷酸铁锂行业的钛白粉企业，正接二连三叫停此前跨界项目。 6月3日，中核钛白发布公告称，拟终止公司2021年度非公开发行股票募集资金投资的部分项目，并将前述募集资金投资项目剩余募集资金永 久补充流动资金，用于公司日常生产经营及业务发展。 | | | 单位: 兀 | | --- | --- | --- | | 募集资金投资项目 | 累计投入募集资金 | 剩余募集资金金额 | | 水溶性磷酸一铵(水溶 肥) 资源循环项目 | 232, 487, 803. 24 | 373, 267, 410. 27 | | 年产 50 万吨磷酸铁项目 | 1.308.926,311.51 | 1.292. 969. 192. 56 | | 合计 | 1.541.414.114.75 | 1.666.236,602.83 | 进度方面，截至目前，该项目已完成基础工程设计；规划场地平整；建成公辅装置、年产10万吨磷酸铁生产装置以及配套环保装置。 且年产 10万吨磷酸铁生产装置已投入运行，产品已实现市场化销售。 在起点锂电看来，目前磷酸铁锂市场的竞争已从产能转向质量和技术竞争，低端产能将持续过剩，高端产能诸 ...