会议主办： 鑫椤资讯 | 9月1日 | 9月30日 | 照价 | 产品 | 最低价 | 最高价 | 最高价 | 月度均价 | 月度均价涨跌 单位 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 12. 4 | 三元材料5系(动力型) | 万元/吨 | 11.3 | 11.5 | 12.5 | 11. 70 | 1 0. 04 | 三元材料5系(单晶型) | 12. 85 | 10.04 | 12.7 | 13. 4 | 万元/吨 | 13.3 | 12.9 | | | | 三元材料5系(数码型) | 力元/吨 | 11.4 % | 11.9 | 11 6 | 12. 1 | 11.50 | + 0. 04 | 11.2 | 三元材料5系(镍55型) | 10.8 / | 10. 85 | +0.04 | 万元/吨 | 11.4 | 33 | | | | 三元材料6系(单品62型) | 12.3 | ...

Core Viewpoint - The recent stock price surge of Huayou Cobalt Co., Ltd. is attributed to significant agreements with LG Energy Solution and the impact of policy changes in the Democratic Republic of Congo affecting cobalt supply [1][2][3] Company Developments - Huayou Cobalt announced a supply agreement with LGES for approximately 76,000 tons of ternary precursor products from 2026 to 2030 [1] - The company also signed a basic procurement contract with LGES for 88,000 tons of ternary cathode materials during the same period [3] - The stock price of Huayou Cobalt increased by 36.33% from September 19 to October 9, with a notable six consecutive days of gains [2] Market Conditions - Cobalt prices have surged significantly, with electrolytic cobalt reaching 343,000 yuan per ton as of October 1, marking a 29% increase since September and doubling since the beginning of the year [1][6] - The Democratic Republic of Congo, which produces about 70% of the world's cobalt, has shifted from an export ban to an export quota system, impacting global supply [5][6] Future Outlook - The agreements with LGES are expected to positively influence Huayou Cobalt's performance from 2026 to 2030, enhancing overall profitability [4] - Analysts predict a cobalt shortage in the coming years, with effective global supply expected to drop from 282,000 tons in 2025 to 185,000 tons [5][6] - Despite potential supply from countries like Indonesia, Australia, and Canada, short-term gaps in cobalt supply are anticipated due to various operational challenges [7]

Core Viewpoint - Huayou Cobalt Co., Ltd. has experienced significant stock price fluctuations due to a recent supply agreement with LG Energy Solution, amidst rising cobalt prices driven by policy changes in the Democratic Republic of Congo [1][2][3] Group 1: Stock Performance and Market Reaction - Huayou Cobalt's stock price has increased by 36.33% from September 19 to October 9, with a notable six consecutive days of gains [2] - The company confirmed that its daily operations are normal and there are no significant changes in internal or external business conditions [2] - No undisclosed major information affecting the stock price has been identified by the company [2] Group 2: Supply Agreements and Strategic Partnerships - Huayou Cobalt's subsidiary, Huayou New Energy Technology, signed a supply agreement with LGES to provide approximately 76,000 tons of ternary precursor products from 2026 to 2030 [1][3] - Additionally, another subsidiary, Chengdu Bamo Technology, has a basic procurement contract with LGES for 88,000 tons of ternary cathode materials over the same period [3] - This partnership is expected to enhance Huayou Cobalt's market share in lithium battery materials and strengthen its competitive position in the supply chain [3][4] Group 3: Cobalt Market Dynamics - The recent policy shift in the Democratic Republic of Congo, which accounts for about 70% of global cobalt production, has led to a significant increase in cobalt prices, with electrolytic cobalt reaching 343,000 CNY/ton, a 29% increase since September [1][5] - The new export quota system is expected to limit cobalt supply, with projections indicating a decline in global effective cobalt supply from 282,000 tons in 2025 to 185,000 tons [5][6] - Demand for cobalt is anticipated to remain strong, particularly driven by the growth in China's electric vehicle sales, which increased by 36.7% year-on-year in the first eight months of 2025 [6][7]

| 碳酸锂日评20251010:低位震荡 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期(日) | 2025-09-24 | 2025-10-09 | 2025-09-30 | 较昨日变化 | 近两周走势 | VMV | 收盘价 | 72680.00 | 840.00 | 近月合约 | 73580.00 | 72740.00 | | | 73340.00 | 72800.00 | 72880.00 | 540.00 | VM | 连一合约 | 收盘价 | 收盘价 | 73440.00 | 72860.00 | 72900.00 | 580.00 | VM | 连二合约 | | 73440.00 | 72860.00 | 72860.00 | 580.00 | VM | 连三合约 | 收盘价 | 收盘价 | 72880.00 | 540.00 | 73340.00 | 72800.00 | VVVV | | | 砖酸锂期 ...

至此，两笔订单五年合计供应量达到了16.4万吨。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业公告 9月30日，锂电材料龙头企业 华友钴业 （603799.SH）发布公告称，旗下子公司 与全球动力电池龙头企业LG新能源 及其子公司签署长期供货合同，涉及三元前驱体与三元正极材料两大锂电核心材料。 订单主要分为两方面：一是衢州新能源与LG新能源签订《三元前驱体供应协议》，约定2026年至2030年期间 向LG新 能源及其指定采购商供应三元正极前驱体产品合计约7.6万吨。 二是成都巴莫及匈牙利巴莫与LG新能源及其波兰工厂签订三元正极材料《基本采购合同》，约定2026年至2030年期 间 供应电池三元正极材料产品合计约8.8万吨。 会议详情： END 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） ...

倒计时32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 宁德时代洛阳基地二期正式投产 9月30日， 宁德时代洛阳基地二期项目电芯工厂、电池包工厂正式投产。该项目二期规划包含3条电芯产线、10条PACK产线，全面 ...

以下文章来源于侃见财经 ，作者侃见财经 侃见财经 . 看见不一样的财经！ 作为国内有色金属巨头之一，一轮有色大周期结束后华友钴业进入下降通道，在业绩下滑的同时，市值最 高缩水超过了八成。但随着周期的回暖，华友钴业也已走出泥潭。 在这种背景下，华友钴业的实际控制人陈雪华身价自然也是水涨船高，根据股权穿透显示，陈雪华共持有 华友钴业19.86%股份，按照最新市值计算该部分持股市值超过248亿元。 从市场角度来看，相比于赣锋锂业的李良彬，天齐锂业的蒋卫平，陈雪华要低调很多。当然这也同新能源 爆发之下锂矿的热度较高因素相关。 周期之下，有色金属的春天已经到来。 随着黄金的暴涨，白银的上升周期也已经到来。在固态电池即将落地的大背景下，钴以及锂的景气度持续 提升。其中赣锋锂业、华友钴业等有色金属龙头，都已经走出了谷底。 从市场表现来看，"大象起舞"的故事，正在华友钴业的身上上演。 据悉，当投资者还在聚焦科技股时，华友钴业已悄然走出了主升行情。 经过了近期的股价大涨后，华友钴 业的市值也达1251亿元。 侃见财经认为，作为市场最为稳定的产品，有色金属一直以来呈现出较为明显的周期性，经过这一轮周期 的洗礼，华友钴业明显已经走 ...

倒计时47天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 一场深刻的范式转移正在全球动力电池供应链上演。 过去以季度订单和市场议价为核心的采购模式正逐渐瓦解，取而代之的是一场耗资百亿、以未来十年为单位的产能锁定战。 最新的标志性事件是，行业巨头宁德时代已确认将对富临精工旗下的高压实磷酸铁锂材料子公司——江西升华进行增资并实现控股，此举被市场解读 为对优质产能的"提前并购"。 根据9月29日富临精工公告， 宁德时代拟增资25.63亿元认购江西升华20.84亿元新增注册资本，而富临精工则增资10亿元。 交易完成后，宁德时代将持有江西升华51%的股权，取得绝对控制权。 这次预计将构成重大资产重组的交易，清晰地表明终端企业正通过资本手 段，从"采购方"转变为"掌控 ...

Group 1 - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference scheduled for November 6-8, 2025, in Guangzhou, with an expected participation of over 20,000 professional attendees and more than 200 exhibitors [2][3][7] - The event will feature the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council meeting, indicating a significant gathering for industry stakeholders [2][3] - A notable announcement from Huayou Cobalt indicates that its subsidiaries have signed long-term supply contracts with LG Energy Solution, with a total supply volume of approximately 164,000 tons of key lithium battery materials over five years [2][3] Group 2 - The collaboration with LGES includes two main components: a supply agreement for 76,000 tons of ternary precursors from Huayou's subsidiary Qizhou New Energy and a basic procurement contract for 88,000 tons of ternary cathode materials from its subsidiaries Chengdu Bamo and Hungary Bamo [3] - The event is expected to showcase over 200 exhibitors, including prominent companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [2][3][6] - The scale of the event reflects the growing interest and investment in solid-state battery technology, which is seen as a key area for future development in the energy storage sector [2][3]

Core Viewpoint - Huayou Cobalt Co., Ltd. experienced a limit-up on September 30, 2025, with a price of 66.28 yuan, marking a 10.01% increase, and a total market capitalization of 125.884 billion yuan [1] Company Summary - Huayou Cobalt signed a long-term supply contract with LGES for 164,000 tons, effective from 2026, which includes 76,000 tons of ternary precursors and 88,000 tons of cathode materials over five years, positively impacting future revenue [2] - The company anticipates a 55%-68% increase in its half-year performance for 2025, benefiting from rising cobalt prices and the ramp-up of its Indonesia project, with a non-recurring net profit growth of 39.85%-51.26% [2] - Huayou Cobalt successfully issued short-term bonds at a low interest rate of 2.41%-2.5%, raising 1.3 billion yuan for a 270-day term, optimizing its debt structure [2] - The cumulative conversion ratio of convertible bonds reached 10.42%, reducing the debt scale by 1.863 billion yuan and further lowering the debt ratio [2] Industry Summary - The new energy lithium battery materials sector is currently a hot topic, and Huayou Cobalt is engaged in the research, manufacturing, and sales of new energy lithium battery materials and cobalt new materials, covering an integrated layout from resource development to battery recycling [2] - On the same day, stocks in the new energy lithium battery materials sector showed a synchronized increase, indicating a sector-wide effect [2] - Technical indicators show significant net buying from large orders, with a strong short-term bullish trend indicated by the MACD indicator forming a golden cross recently [2]