随着下游需求持续增长，近期，磷酸铁锂价格明显回暖，10月以来上涨约10%，部分头部企业反映，相 关订单已排到2026年。但业内人士表示，行业成本压力仍未缓解，经历了近三年调整的磷酸铁锂行业， 需彻底破除"内卷"。 第三，以供需平衡为"着力点"，构建协同发展生态。摩根大通预测，2026年全球储能电池出货量将增长 30%，结合我国出口市场的广阔空间，未来两年磷酸铁锂材料将新增百万吨级需求。需要建立产能预警 机制，推动材料企业与下游龙头达成长期战略合作，引导产能有序释放，避免"需求增长、利润不增"的 情况。 数据显示，2024年中国磷酸铁锂正极材料产能逼近470万吨，同比增幅约34%，实际产量仅230余万吨， 产能利用率约50%。这意味着近半数产能处于闲置状态。2022年底至2025年8月期间，磷酸铁锂材料价 格从17.3万元/吨一路跌至3.4万元/吨，累计跌幅达80.2%。 这种态势在今年6月逐渐出现反转。中国化学与物理电源行业协会磷酸铁锂材料分会秘书长周波表示， 目前磷酸铁锂行业前五大企业基本满产，第五到第十的企业产能利用率接近80%，预计今年产能会达到 370万吨，头部企业排产排到2026年，部分电池企业出现 ...

Core Viewpoint - The lithium battery materials industry is experiencing a sustained improvement in market conditions, and the company is seizing development opportunities to enhance business orders and shipment volumes [1] Group 1: Industry Outlook - The lithium battery materials industry is showing a positive trend in market conditions [1] - The company is actively engaging in technology research and development as well as industry chain collaboration to capitalize on market opportunities in lithium batteries and related emerging fields [1] Group 2: Company Strategy - The company aims to create more value for investors by focusing on business orders and shipment growth [1]

Group 1 - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons [2] - The company has completed an integrated layout from upstream resources to downstream production for LFP products, and related business is progressing steadily with good development [2] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the new energy vehicle and energy storage sectors [2] Group 2 - The company plans to continue advancing capacity construction and technological iteration to further enhance the market influence of its LFP business [2]

关于技术合作。加强在锂电池电解液添加剂等方面的技术交流与合作，加强亚硫酸乙烯酯（简称 ES） 品控标准研究，加强硫酸乙烯酯（DTD）的技术合作开发，协同配合，共同提高产品品质控制，为下 游客户提供更稳定优质的产品。关于新工艺的开发等也将优先开展合作。后续具体的技术合作项目，由 双方另行签署独立的《技术合作及保密协议》约定具体合作事项。 关于年度采购协议。基于战略合作总体框架，公司作为苏州祺添的亚硫酸乙烯酯（简称ES）的核心供 应商，保障双方签订的年度合同计划供应量；公司将在产能范围内优先保障苏州祺添的实际需求，具体 采购价格、采购数量等由公司与苏州祺添、常熟市化工轻工有限责任公司（贸易采购公司）三方（含子 公司）另行签订具体的年度采购协议约定。 格隆汇11月18日丨奥克股份(300082.SZ)公布，为了进一步提升在锂电池新材料领域的核心竞争力，辽 宁奥克化学股份有限公司近日与苏州祺添新材料股份有限公司（简称"苏州祺添"）签署《战略合作框架 协议》，拟就环氧乙烷衍生锂电池电解液添加剂开展战略合作。 ...

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Company Developments - The company has completed an integrated layout around LFP products, and related businesses are steadily advancing and achieving good development [1] - The company's LFP and other products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] Group 2: Future Plans - The company will continue to promote capacity construction and technological iteration to further enhance the market influence of its LFP business [1]

Core Viewpoint - The company has established and is constructing lithium iron phosphate (LFP) cathode material production capacity of 50,000 tons, with a complete integration from upstream resources to downstream production [1] Group 1: Production Capacity and Integration - The company's current production capacity for lithium iron phosphate and related products is 50,000 tons [1] - The company has completed an integrated layout around lithium iron phosphate products, covering the entire supply chain from upstream resources to downstream production [1] Group 2: Market Position and Future Plans - The company's products have been integrated into the global lithium battery supply chain, serving core customers in the electric vehicle and energy storage sectors [1] - The company plans to continue advancing production capacity and technological iteration to enhance the market influence of its lithium iron phosphate business [1]

格隆汇11月18日丨中伟股份(300919.SZ)在投资者互动平台表示，公司未在金属空气电池方面布局。公 司坚持以材料为核心，以技术为底蕴，通过构建锂电池正极材料产业生态，服务更多的下游优质电池厂 商。公司已搭建多材料产业化、规模化的制造体系及全面协同客户需求的营销服务体系，通过创新驱 动，加强产学研合作、产业链合作等方式，持续保持与全球头部客户的高度协同合作关系。 ...

Core Viewpoint - The company, Zhongwei Co., Ltd. (300919.SZ), has clarified that it is not involved in the development of metal-air batteries, focusing instead on lithium battery cathode materials and building a comprehensive ecosystem to serve high-quality battery manufacturers [1] Group 1: Company Strategy - The company emphasizes a materials-centric approach, leveraging technology as a foundation to enhance its offerings in the lithium battery sector [1] - A multi-material industrialization and large-scale manufacturing system has been established to meet customer demands effectively [1] - The company is committed to innovation and strengthening collaborations across academia, research, and the industry chain to maintain close partnerships with leading global clients [1]

Group 1 - The stock of Rongbai Technology (688005) closed at 35.40 yuan on November 17, reaching the daily limit with a trading volume of 28.39 billion yuan and a turnover rate of 11.37% [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction of 7.22 billion yuan, with a net buying amount of 1.96 billion yuan [2] Group 2 - The main capital inflow for the stock was 3.55 billion yuan throughout the day [3] - The largest buying department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 242.09 million yuan [3] - The largest selling department was Guotai Junan Securities, with a selling amount of 80.33 million yuan [3]

Core Viewpoint - Multiple A-share companies have announced positive developments, particularly in the lithium battery and energy storage sectors, indicating potential growth opportunities in these industries [1][6]. Group 1: Company Announcements - Yongtai Technology's subsidiary in Inner Mongolia has received approval for a trial production plan for a lithium battery additive project with an annual capacity of 5,000 tons, which will double the company's VC (Vinyl Carbonate) production capacity to 10,000 tons per year [3][4]. - Trina Solar's subsidiary, Trina Storage, has signed contracts for a total of 2.66 GWh of energy storage products with clients in North America, Europe, and Latin America, which is expected to positively impact the company's future performance [6]. - Shenzhen New Star's subsidiary has received approval for trial production of a project that will produce 10,000 tons of boron trifluoride gas and 20,000 tons of boron trifluoride complexes, enhancing the company's product offerings and competitive edge [6][7]. - Yinglian Co. has signed a strategic procurement contract for over 50 million square meters of composite aluminum foil materials for quasi-solid-state batteries, indicating a strong collaboration in the battery materials supply chain [7]. Group 2: Market Trends - The price of Vinyl Carbonate (VC) has surged to 132,500 CNY per ton, reflecting a 23% increase from the previous day and a 102% increase from the previous week, driven by a supply-demand mismatch in the market [4]. - Related stocks, such as Yongtai Technology and Furui Shares, have seen significant price increases, with Furui Shares achieving a consecutive eight-day trading limit increase [4]. - Despite the positive market trends, Furui Shares has cautioned that its subsidiary's revenue from lithium battery additives is relatively small, accounting for only 4.38% of total revenue in the first three quarters of 2025, which may limit the overall impact on the company's performance [4].