智通财经APP讯， 亿纬锂能(300014.SZ)发布公告，思摩尔国际董事决定向于2025年9月11日名列其股东 名册之思摩尔国际拥有人派付中期股息每股20港仙。截至本公告披露日，公司全资孙公司EVE BATTERY INVESTMENT LTD.收到该笔现金分红款3.748亿港币。公司对思摩尔国际的长期股权投资按 权益法核算，该笔分红款对公司2025年度合并报表净利润无影响。 ...

亿纬锂能9月30日公告，孙公司EBIL收到参股公司思摩尔国际现金分红3.75亿港币。 ...

Core Viewpoint - The article highlights a significant shift in the lithium battery market, transitioning from concerns about insufficient demand to worries about supply constraints, particularly in the energy storage sector, which is now a key driver of lithium battery demand [2][3]. Group 1: Market Dynamics - The lithium battery sector has seen a strong rebound in stock prices for major companies like CATL and Ganfeng Lithium, indicating a market sentiment shift [2]. - Energy storage has transitioned from a secondary role to a primary focus, with unexpected growth driving demand [3]. - Major manufacturers are experiencing order backlogs, with some companies unable to meet demand and having to forgo lower-margin orders [3]. Group 2: Production and Capacity Utilization - In 2025, the top 10 domestic energy storage cell manufacturers maintained a capacity utilization rate above 80%, with many exceeding 90% since the second quarter [5]. - CATL's capacity utilization reached approximately 89.86%, with a backlog of over 48 GWh in energy storage orders extending into Q1 2026 [6]. - Companies like EVE Energy and Aoxin Energy reported full production capacity, with significant year-on-year increases in shipment volumes [6][8]. Group 3: Demand and Supply Imbalance - The "chip shortage" phenomenon is attributed to a mismatch between supply and demand, with energy storage demand significantly outpacing supply capabilities [12][13]. - The domestic energy storage market has seen a 150% year-on-year increase in new tenders, with a total of over 210 GWh from January to August [15]. - Internationally, Chinese energy storage companies have experienced explosive growth in overseas orders, exceeding 180 GWh, a year-on-year increase of over 200% [16]. Group 4: Price Trends and Future Outlook - The article notes a potential continuation of the supply-demand gap until Q1 2026, with a forecasted compound annual growth rate of 30%-50% for global energy storage over the next 3-5 years [20]. - Prices for energy storage batteries are expected to rise due to increased costs of raw materials like lithium carbonate, although competitive pressures may limit price increases in the system integration market [21]. - The introduction of larger capacity cells (500Ah+) may eventually replace some of the demand for 314Ah cells, potentially stabilizing prices [21].

倒计时37天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 9月15日，襄阳市人民政府与楚能新能源在襄阳市签订楚能襄阳锂电池产业园项目投资协议。湖北省委常委、襄阳市委书记吴海涛，襄阳市委 副书记、市长杜海洋与楚能新 ...

编辑：何颖曦 盘面上，锂电池概念掀涨停潮，万润新能、易成新能、天赐材料等逾十只个股涨停；证券板块午后 大涨，华泰证券、国盛金控涨停；另外，黄金概念、芯片概念、工程机械、保险、酿酒等板块涨幅居 前；养殖业概念、文教休闲、煤炭等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘，上证综指报3862.53点，上涨0.90%，成交额9682.12亿元；深证 成指报13479.43点，上涨2.05%，成交额11932.49亿元；创业板指报3238.01点，上涨2.74%，成交额 5706.68亿元。 ...

Core Viewpoint - The company, Huabao New Energy, is focused on the research, development, production, and sales of lithium battery energy storage products, with a significant portion of its revenue coming from overseas markets, benefiting from the depreciation of the RMB [4][8]. Company Overview - Huabao New Energy was established on July 25, 2011, and went public on September 19, 2022. The company specializes in lithium battery energy storage products, with portable energy storage products constituting 77.46% of its main business revenue [8]. - The company has developed strong supplier relationships with high-quality partners such as Panasonic, LG Chem, and BYD, and has expanded its customer base to include well-known brands like Tesla and BMW [3][8]. Financial Performance - For the first half of 2025, Huabao New Energy reported a revenue of 1.637 billion yuan, representing a year-on-year growth of 43.32%, and a net profit attributable to shareholders of 123 million yuan, up 68.31% year-on-year [8]. - The company has distributed a total of 378 million yuan in dividends since its A-share listing [9]. Market Activity - On September 30, 2023, Huabao New Energy's stock price fell by 1.86%, with a trading volume of 184 million yuan and a turnover rate of 3.19%, resulting in a total market capitalization of 13.159 billion yuan [1]. - The stock has seen a net outflow of 14.619 million yuan from major investors, indicating a lack of clear trend in major holdings [5][6]. Strategic Collaborations - The company has entered into a strategic partnership with Zhongbi New Energy to jointly develop sodium-ion batteries, leveraging both parties' technological advantages [2]. - Huabao New Energy utilizes advanced IBC battery technology in its portable solar products, achieving an industry-leading conversion efficiency of up to 25% [2]. Shareholder Composition - As of June 30, 2025, the number of shareholders increased by 15.49% to 13,400, with an average of 3,580 circulating shares per person, up 20.37% [8][9]. - Notable shareholders include Guangfa High-end Manufacturing Stock A and Hong Kong Central Clearing Limited, with significant increases in holdings [9].

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - The price of the lithium carbonate futures 2511 contract rose 0.93% to 73,920 yuan/ton yesterday. The average price of battery - grade lithium carbonate decreased by 50 yuan/ton to 73,550 yuan/ton, and the average price of industrial - grade lithium carbonate dropped by 50 yuan/ton to 71,300 yuan/ton. The price of battery - grade lithium hydroxide (coarse particles) fell by 150 yuan/ton to 73,730 yuan/ton. The warehouse receipt inventory increased by 790 tons to 41,119 tons [3]. - Due to the suspension of raw material supply from Ningde Times' Yichun lithium mine, the joint - venture company Longpan Times of Ningde Times and Longpan Technology stopped production on September 25. It is expected to resume production in November. Longpan Technology is actively expanding procurement sources [3]. - On the supply side, the weekly output increased by 153 tons to 20,516 tons. On the demand side, the weekly output of ternary materials increased by 113 tons to 16,762 tons, and the inventory increased by 351 tons to 17,896 tons; the weekly output of lithium iron phosphate increased by 1,680 tons to 79,823 tons, and the inventory increased by 2,069 tons to 98,286 tons. The weekly inventory decreased by 706 tons to 136,825 tons, mainly due to downstream restocking [3]. - Approaching the National Day, the peak demand season, lithium carbonate destocking, and firm lithium ore prices still support the price. However, the pre - holiday stocking demand may gradually weaken, and there is an expectation of project resumption after the holiday, but there is still some uncertainty. Position management is necessary [3]. 3. Summary According to Relevant Catalogs 3.1 Research View - **Price Changes**: The lithium carbonate futures 2511 contract price increased by 0.93% to 73,920 yuan/ton. Battery - grade lithium carbonate, industrial - grade lithium carbonate, and battery - grade lithium hydroxide prices declined, while the warehouse receipt inventory increased by 790 tons to 41,119 tons [3]. - **News**: Longpan Times stopped production on September 25 due to raw material supply issues and is expected to resume in November. The company is actively seeking new procurement sources [3]. - **Supply and Demand**: Supply increased by 153 tons to 20,516 tons, with different changes in various production methods. Demand for ternary materials and lithium iron phosphate increased in both production and inventory. The overall inventory decreased by 706 tons to 136,825 tons [3]. - **Price Outlook**: Near the National Day, price support exists, but pre - holiday demand may weaken, and post - holiday project resumption has uncertainties [3]. 3.2 Daily Data Monitoring - **Futures and Lithium Ore**: The main and continuous contract closing prices of lithium carbonate futures increased. The price of lithium spodumene concentrate rose by 1 US dollar/ton, while other lithium ore prices remained unchanged [5]. - **Lithium Salts**: The prices of battery - grade lithium carbonate, industrial - grade lithium carbonate, and various types of lithium hydroxide decreased, except for the unchanged price of battery - grade lithium hydroxide (CIF China, Japan, and South Korea). The price of lithium hexafluorophosphate increased by 2,000 yuan/ton [5]. - **Price Spreads**: The price spread between battery - grade and industrial - grade lithium carbonate remained unchanged, while the spread between battery - grade lithium hydroxide and battery - grade lithium carbonate decreased by 100 yuan/ton [5]. - **Precursors and Cathode Materials**: The prices of ternary precursors and cathode materials mostly increased, while the prices of lithium iron phosphate decreased slightly, and the prices of manganese acid lithium remained unchanged. The price of cobalt acid lithium increased by 16,000 yuan/ton [5]. - **Cells and Batteries**: The price of 523 square ternary cells increased slightly, and the price of cobalt acid lithium cells increased by 0.3 yuan/Ah, while other cell and battery prices remained unchanged [5]. 3.3 Chart Analysis - **Ore Prices**: Charts show the price trends of lithium spodumene concentrate, lithium mica, and other ores from 2024 to 2025 [6][8]. - **Lithium and Lithium Salt Prices**: Charts display the price trends of metallic lithium, battery - grade and industrial - grade lithium carbonate, lithium hydroxide, and lithium hexafluorophosphate from 2024 to 2025 [11][13][15]. - **Price Spreads**: Charts present the price spreads between battery - grade lithium hydroxide and battery - grade lithium carbonate, battery - grade and industrial - grade lithium carbonate, and other spreads from 2024 to 2025 [18][20][21]. - **Precursors and Cathode Materials**: Charts show the price trends of ternary precursors, ternary materials, lithium iron phosphate, manganese acid lithium, and cobalt acid lithium from 2024 to 2025 [25][28][30]. - **Lithium Battery Prices**: Charts display the price trends of 523 square ternary cells, square lithium iron phosphate cells, cobalt acid lithium cells, and square lithium iron phosphate batteries from 2024 to 2025 [32][35]. - **Inventory**: Charts show the inventory trends of downstream, smelters, and other links from 2025 [39][41]. - **Production Cost**: The chart presents the production profit trends of lithium carbonate from different raw materials from 2024 to 2025 [45]. 3.4 Research Team Introduction - Zhan Dapeng, a science master, is the director of the non - ferrous research department at Everbright Futures Research Institute, with rich experience and many honors [47]. - Wang Heng, a finance master from the University of Adelaide, Australia, focuses on aluminum and silicon research [48]. - Zhu Xi, a science master from the University of Warwick, UK, mainly studies lithium and nickel [48].

Core Insights - The article highlights the participation of EVE Energy (亿纬锂能) in the Solar & Storage Live UK 2025 event, showcasing its flagship Mr series products and comprehensive energy storage solutions, demonstrating the company's capabilities in large cell technology commercialization [1] - EVE Energy has signed a strategic cooperation agreement with Polish smart photovoltaic system provider CommVOLT for a 500MWh project, aimed at advancing energy transition in Europe [1] Company Highlights - EVE Energy showcased its Mr flagship series and energy storage solutions at a prominent industry event [1] - The strategic partnership with CommVOLT signifies EVE Energy's commitment to expanding its footprint in the European energy market [1] Industry Context - The collaboration with CommVOLT is part of a broader trend in the energy sector focusing on renewable energy and energy storage solutions, which are critical for the transition to sustainable energy systems in Europe [1]

Core Viewpoint - The article discusses the strategic capital increase and shareholding restructuring between Fulin Precision and CATL, aimed at enhancing the competitive edge and capital strength of Jiangxi Shenghua New Materials [1]. Group 1: Investment and Shareholding Structure - Fulin Precision plans to invest RMB 1 billion, while CATL will invest RMB 2.563 billion in Jiangxi Shenghua, resulting in CATL holding a 51% stake and Fulin Precision holding 47.4096% [1]. - This transaction is expected to constitute a significant asset restructuring, with the company's stock remaining listed during the planning phase [1]. Group 2: Strategic Cooperation and Market Development - The capital increase is part of a broader strategic partnership between Fulin Precision and CATL, focusing on equity and capital collaboration [1]. - The investment aims to accelerate the development of high-performance lithium iron phosphate products, international expansion, supply chain upgrades, and growth in the energy storage market for Jiangxi Shenghua [1].

Core Viewpoint - The signing of the investment agreement for the Chuangneng Xiangyang Lithium Battery Industrial Park marks a significant milestone in Xiangyang's development of a billion-level new energy industry cluster, aligning with the province's strategic goals [5][7]. Group 1: Project Overview - The Chuangneng Xiangyang Lithium Battery Industrial Park is planned to have an annual production capacity of 70 GWh, focusing on the research and manufacturing of energy storage batteries, power batteries, packs, and prefabricated cabins [3]. - The project aims to become a leading scale and technologically advanced new energy industry hub, effectively promoting the transformation and upgrading of Xiangyang and Hubei's new energy industry [3][5]. Group 2: Strategic Importance - The project is a key part of Chuangneng's strategy to achieve a trillion-yuan industry goal, expected to bring significant economic and social benefits upon completion [7]. - Chuangneng plans to establish a collaborative industrial community with its other facilities in Xiaogan, Wuhan, and Yichang, creating a comprehensive lithium battery ecosystem that covers research innovation, large-scale manufacturing, and high-end applications [7]. Group 3: Government Support - The Xiangyang municipal government is committed to optimizing the business environment and providing full support to ensure the project is completed and operational as soon as possible [5]. - The local government views the partnership with Chuangneng as highly compatible with Xiangyang's industrial layout and development needs, emphasizing the potential for significant market opportunities [5].