2025 年 8 月 26 日 碳酸锂：驱动有限，区间震荡或延续 | | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | --- | | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | | 【基本面跟踪】 | | | 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2509合约（收盘价） | 79,580 | 400 | -9,720 | -980 | 2,900 | 16,260 | | | | 2509合约（成交量） | 15,885 | -7,290 | -34,468 | -489 | -1,754,398 | -46,130 | | | | 2509合约（持仓量） | 44,710 | -6,374 | -36,407 | -103,374 | -392,017 | -51,032 | | | ...

据介绍，赣锋锂业已构建起覆盖电池材料-电芯-电池箱（柜）-储能集装箱-储能电力解决方案的全链条产品布局，是行业 内唯一开展原材料、电芯、储能系统自主建设运营、电池回收的全产业链公司。其储能电池产品累计对外交付量已超 21GWh，自主投资建成及在建储能电站超过20GWh。 公司研发的氧化物固体电解质材料室温离子电导率达到1.5 mS/cm,实现25微米超薄电解质陶瓷片的稳定制备，开发的陶瓷 基锂负极全固态电池样品可在0.2 MPa低压力条件下1C/1C稳定循环。开发的硫化物固体电解质材料室温离子电导率达到 12 mS/cm以上，并实现硫化锂及硫化物电解质材料的批量低成本制备。 会上详细披露了赣锋锂业在固态储能电池方面的研发进展。其研制的304Ah方壳磷酸铁锂固态储能电芯循环寿命已超过 4000次（循环测试仍在进行中），相对液态电池安全性、低温性能、贮存性能等方面体现出优势。对比液态电池4000次 图片来源：赣锋锂业 第二届中国国际固态电池技术产业化发展论坛于2025年6月26-28日在江苏无锡举办。赣锋锂业受邀参加会议，并发表题 为《固态电池核心材料及储能电池应用》的主旨演讲，公布了其在固态电池材料、大容量固态 ...

Group 1 - The core viewpoint of the article highlights the advancements in solid-state battery technology by Weihai Jinhong Technology Co., Ltd, which has successfully launched a solid-state battery product with a capacity of 50Ah, achieving design specifications in energy density and exceeding 8000 cycles in performance [1] - The company plans to establish a new production line for square solid-state batteries (280) by 2025 and aims to introduce a new generation of solid-state batteries this year, which are expected to significantly improve energy density and cycle performance compared to existing industry products [1] - Weihai Jinhong Technology is a high-tech enterprise focused on the research and production of solid-state batteries, leveraging a research team from Harbin Institute of Technology and holding over 20 invention patents related to solid-state batteries [1]