葡萄牙发力新能源赛道，一口气与多家企业签订合作。 起点锂电获悉，葡萄牙经贸投资促进局（ AICEP ）发布消息称， 1 月 20 日该局在锡尼什举办签署仪式， 6 项投资协议顺利落地，总金额 30.77 亿欧元，并附带激励措施金额 6.997 亿欧元，此项激励政策为之前欧盟委员会发布《危机与转型临时框架》的具体实施，资金来源由国 家财政提供，旨在推动能源转型。 签约的六个项目中，四个项目涉及电池材料、电芯、新能源汽车等多个领域，其中电池厂项目负责公司为中创新航，其余公司分别为 Lift One 、 Savannah Lithium 、 Everbio 、托普索电池材料、 United PetFood ，当前 6 个项目合同已分批次进行批准。 签约当天葡萄牙总理蒙特内格罗出席并发表讲话，蒙特内格罗表示这些项目涵盖锂电池产业链多个环节（原料开采精炼、电池、汽车零部件生 产），形成了完善体系，并特别指出 "电池生产对于汽车行业发展至关重要"。 具体来看，中创新航准备投资 20.67 亿欧元落地锡尼什，建设电芯厂，预计能在此地创造约 1800 个工作岗位；托普索电池材料厂为丹麦企 业，准备投资约 1.1 亿欧元建设正 ...

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Core Viewpoint - Sichuan's Shehong City is leveraging a quality-driven strategy to enhance the lithium battery industry, aiming to establish itself as a benchmark for high-quality development in the sector [1][8]. Group 1: Quality Infrastructure Development - The establishment of the National Lithium Battery Materials and Products Quality Inspection Center in Shehong positions it as the only national-level quality inspection center covering the entire lithium battery industry chain in Southwest China [2]. - The center operates under a collaborative model involving three parties and aims to provide comprehensive testing services, including material analysis and safety assessments, with the first phase set to launch in June 2024 [2][3]. - Since its trial operation in March 2024, the center has provided over 500 batches of testing services, benefiting both local and external companies, and has introduced a cost-sharing mechanism to lower R&D expenses for small and medium-sized enterprises [2][3]. Group 2: Standardization and Research - Tianqi Lithium has taken the lead in proposing industry standards for battery-grade lithium carbonate and has been involved in drafting international standards, addressing the lack of unified terminology in the global lithium battery industry [4]. - The company has conducted extensive research and consultations to develop the "Lithium Terminology" international standard, which will facilitate global trade and technical exchanges in the lithium sector [4][5]. - Shehong enterprises have participated in the formulation of 17 national standards and 41 industry standards, supported by local regulatory bodies to transition from passive to active standard-setting [5]. Group 3: Brand and Green Development - Shehong has implemented a support system for brand cultivation and green development, providing incentives for award-winning companies and fostering a "1+N" brand matrix in the lithium industry [7]. - The region promotes the "Shehong Lithium" brand through participation in domestic and international exhibitions and hosting the International Lithium Battery Industry Conference to enhance its global recognition [7]. - A comprehensive recycling system has been established, achieving an annual processing capacity of 20,000 tons of waste batteries with a lithium recovery rate exceeding 85%, aligning with international standards for sustainable development [7][8]. Group 4: Economic Impact and Future Plans - The lithium battery industry in Shehong has become a core growth driver for the local economy, with 39 related enterprises and a total output value of 44.82 billion yuan, accounting for 75.6% of the city's industrial output [8]. - The city aims to deepen its quality-driven strategy and enhance its lithium battery industry by advancing the second phase of the National Lithium Battery Quality Inspection Center and establishing a comprehensive quality improvement system [8].

Core Insights - The article highlights the completion of the first phase of the Jin Kai Recycling project, which is set to enter trial production soon. This project is a significant investment in lithium resource recycling and processing, with a total investment of 5 billion yuan [2]. Group 1: Project Overview - The Jin Kai Recycling project is developed by Hunan Jin Kai Recycling Technology Co., Ltd., a national high-tech enterprise and a "little giant" enterprise recognized for specialization and innovation. The project covers over 300 acres and aims to achieve a battery recycling purity rate of over 95%, leading the industry [2]. - The first phase of the project is expected to produce 15,000 tons of battery-grade lithium carbonate annually, generating an annual output value of 2 billion yuan once operational [2]. Group 2: Company Background - Hunan Jin Kai Recycling Technology Co., Ltd. was established in May 2016 and specializes in the disposal and recycling of used lithium batteries, power batteries, lithium-containing waste, and nickel-cobalt waste. The company also engages in the research, manufacturing, and sales of lithium-related products [2]. - The company has set up two production bases in Leiyang and Changsha. The Leiyang base plans to invest 3 billion yuan and will produce various lithium compounds, including 25,700 tons of lithium carbonate and 127,990 tons of iron phosphate annually [3].