磷酸铁锂行业正经历两三年苦日子之际，新一轮扩产潮或已到来。近期，三个大型磷酸铁锂项目公布了最新进展，投资额合计超 130亿元。 邦普时代新一代磷酸铁锂项目投产 2025年12月29日，湖北宜昌邦普时代45万吨/年新一代磷酸铁锂项目投产。 该项目是宁德时代邦普全链条一体化产业园项目的子项目，是邦普"首个四代磷酸铁锂技术"战略项目，总投资56亿元，预计年产 值145亿元。 项目将建成3个生产车间、6条生产线，产能45万吨/年，单个车间面积达4万多平方米。项目生产的新一代磷酸铁锂压实密度更 高，以其作为正极材料的新能源动力电池充电速度更快、续航更长、低温性能更佳。 富临精工：拟建年产50万吨高端储能用磷酸铁锂项目 富临精工1月5日晚间公告，子公司江西升华新材料有限公司拟与内蒙古自治区鄂尔多斯市伊金霍洛旗人民政府签订《投资合作协 议》，江西升华拟在伊金霍洛旗蒙苏经济开发区投资建设年产50万吨高端储能用磷酸铁锂项目，预计总投资金额60亿元。 年产50万吨高端储能用磷酸铁锂项目分两期建设，每期计划年产25万吨磷酸铁锂材料，总投资合计约60亿元。 富临精工表示，该项目是基于储能市场对高性能磷酸铁锂电池的增量需求，加快推进江 ...

中化新网讯 2025年12月29日，湖北宜昌邦普时代举办45万吨/年新一代磷酸铁锂项目投产仪式。 邦普循环董事长、总裁李长东表示，将依托宜昌优质的资源、强大的要素整合能力和一流的营商环境， 持续加大研发投入，推动技术创新，打造循环经济样板，构建绿色产业链和供应链。 图为投产仪式。（视觉中国供图） 该项目是宁德时代邦普全链条一体化产业园项目的子项目，是邦普"首个四代磷酸铁锂技术"战略项目， 总投资56亿元，预计年产值145亿元。项目将建成3个生产车间、6条生产线，产能45万吨/年，单个车间 面积达4万多平方米。项目生产的新一代磷酸铁锂压实密度更高，以其作为正极材料的新能源动力电池 充电速度更快、续航更长、低温性能更佳。 项目投产后，将进一步延伸邦普在宜昌的产业链，打通"磷矿—原料—前驱体—正极材料—电池循环利 用"产业链条，实现从原料到废料闭环利用，充分带动上下游产业链协同发展。同时，项目实现了热能 综合回收利用，做到全过程碳足迹可追溯。 "新一代技术采用行业首创三层六列超长辊道窑，单线产能提升200%；生产全流程自动化控制，接入智 能制造系统，国内首次实现包装产线全过程自动包装；核心设备国产化率100%，带动 ...

12月29日，全球最大单体磷酸铁锂基地——宜昌邦普时代45万吨/年新一代磷酸铁锂项目正式投产。 邦普时代45万吨/年新一代磷酸铁锂项目是宁德时代邦普全链条一体化产业园项目的子项目，是邦普"首个四代磷酸铁锂技术"战略项目，总投 资56亿元，预计年产值145亿元。项目自2025年1月签约，2月开工，12月投产，刷新了行业建设纪录。 项目建成3个生产车间、6条生产线，产能45万吨/年，打造成全球单体产能最大的磷酸铁锂高端制造基地，一个车间面积就达4万多平方米， 相当于6个标准足球场大小，生产的新一代磷酸铁锂的压实密度更高，以其作为正极材料的新能源动力电池，充电速度更快、续航更长、低温 性能更佳。 项目投产后，将进一步延伸邦普在宜昌产业链，打通"磷矿—原料—前驱体—正极材料—电池循环利用"产业链条，实现从原料到废料闭环利 用，充分带动上下游产业链协同发展。同时，项目实现了热能综合回收利用，做到全过程碳足迹可追溯。 往 期 回 顾 | 01 | ｜ | 创新高！"妖镍"回归！ | | --- | --- | --- | | 02 | ｜ | 国轩1.2GWh独立电站并网，引领储能发展新范式 | | 03 | ｜ | 起 ...

公开信息显示，欣邦新能源经营范围包括新兴能源技术研发；电池制造；电池销售；电动汽车充电基础设施运营；输配电及控制设备制造；智能输配电及 控制设备销售；集中式快速充电站；新材料技术研发；软件开发；电子产品销售；其他电子器件制造；光伏设备及元器件销售；光伏发电设备租赁等。 近日，欣旺达动力科技股份有限公司（以下简称"欣旺达动力"）在山东枣庄设立全资子公司——山东欣邦新能源有限公司（以下简称"欣邦新能源"），注 册资本30000万元，法定代表人叶智林。 至此，欣旺达动力在山东枣庄已开设五家子公司，其中山东欣旺达新能源有限公司、山东欣邦新能源有限公司百分百持股，山东理想汽车电池有限公司占 股50%，山东吉利欣旺达动力电池有限公司占股30%，枣庄欣旺达创业投资合伙企业（有限合伙）占股25%，其在山东枣庄累计投资新能源超百亿。 用时5年，欣旺达动力在山东枣庄完成新能源全链条布局，其核心聚焦新能源动力电池、充电基础设施等领域。随着新能源市场的持续增长及新能源技术 的不断突破，欣旺达动力未来在山东有望实现快速发展。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in lithium carbonate futures prices, with the main contract rising by 5.02% to 112,640.0 yuan/ton as of the report date [1] - The supply side indicates a slight increase in domestic lithium carbonate production, which rose by 59 tons to 22,000 tons last week, while spodumene production saw a minor increase and salt lake production experienced seasonal declines [2] - On the demand side, despite the increasing penetration rate of new energy vehicles, there is a potential risk of decreased automobile sales in late 2025, which could impact the growth of the power battery market and overall demand for lithium carbonate [2] Group 2 - The short-term outlook suggests that lithium carbonate futures prices will be driven by market optimism, but there are concerns about supply shocks from unexpected resumption of production and potential declines due to downstream maintenance [3] - The long-term perspective remains positive, as the demand growth logic in core applications such as new energy power batteries and energy storage has not fundamentally changed, supporting the long-term value of lithium carbonate [3] - There are still opportunities for buying on dips in lithium carbonate, indicating a favorable investment sentiment in the sector [3]

近日，全球首条实现 人形具身智能机器人规模化落地 的新能源动力电池PACK生产线，在宁德 时代中州基地正式投入运行。 人形机器人"小墨"已能精准完成电池接插件插接等复杂作业，标 志着具身智能在智能制造领域的应用取得里程碑式突破。 柔性操作： 在插拔柔性线束时，能动态调节力度，确保连接可靠且不损伤部件。 高效可靠： 在实际运行中，其插接成功率稳定在99%以上，作业节拍已达到熟练工人水平。 如今，"小墨"已成为产线上不可或缺的一员。它不仅能自主检测线束连接状态，发现异常即时 上报，有效降低不良品率，还能在作业间隙主动切换至巡检模式。面对多型号电池的连续生产 任务，其单日工作量实现了三倍提升，且一致性与稳定性表现卓越。 "小墨"由宁德时代生态企业——千寻智能机器人公司研发，搭载了宁德时代自研电池，是产业 链协同的成果。为了将实际场景需求转化为工程技术指标，宁德时代联合多个部门深入产线调 研，共同制定了兼具前瞻性与落地可行性的开发方案，为具身智能机器人的规模化部署奠定了 基础。 "小墨"所替代的EOL与DCR工序，是电池包下线前的最终功能测试。该环节因具有"多品种、 小批量、高柔性"的特点，长期依赖人工操作。工人需要 ...

Group 1 - The U.S. stock market experienced a collective decline, with the Dow Jones down 0.47%, Nasdaq down 1.81%, and S&P 500 down 1.16%, driven by significant drops in large tech stocks such as Tesla and Nvidia [4] - International oil prices surged, with U.S. crude oil rising by 2.87% to $56.71 per barrel, and Brent crude oil increasing by 2.9% to $60.63 per barrel [5] - International gold prices increased, with spot gold rising by 0.97% to $4343.7 per ounce, and COMEX gold futures up by 1.02% to $4376.3 per ounce [6] - Silver prices reached a new historical high, with spot silver rising by 4.29% to $66.45 per ounce, and COMEX silver futures up by 5.38% to $66.72 per ounce [7] Group 2 - The Chinese government is actively engaging in diplomatic efforts, with Foreign Minister Wang Yi supporting Venezuela's sovereignty and independence during a phone call with the Venezuelan Foreign Minister [9] - The Chinese Ministry of Foreign Affairs announced plans for further mediation efforts between Cambodia and Thailand to resolve border conflicts [9] - The Chinese Ministry of Defense responded to the Philippines regarding the Spratly Islands incident, asserting China's indisputable sovereignty over the area [10] Group 3 - The Chinese National Health Commission and five other departments issued guidelines to strengthen the construction of specialty departments in grassroots medical institutions, aiming to enhance healthcare services [11] - The Chinese State Administration for Market Regulation indicated that platforms requiring merchants to offer "lowest prices online" may constitute monopolistic behavior [11] - The Chinese Ministry of Education released measures to improve daily exam management in primary and secondary schools, aiming to reduce student burdens and enhance exam quality [11] Group 4 - Beijing's housing authority and other departments conducted joint interviews with major internet platforms, resulting in the removal of over 17,000 pieces of illegal real estate information [12] - Shenzhen introduced new housing support policies for young talents, offering a monthly housing subsidy of 1250 yuan and transitional housing options [13] - A police operation dismantled a group that spread negative information about electric vehicle companies, resulting in the arrest of 12 individuals and the shutdown of over 8,000 accounts [14] Group 5 - Tencent upgraded its AI model development structure, appointing a former OpenAI researcher as Chief AI Scientist to enhance its capabilities in AI infrastructure [19] - CATL launched the world's first humanoid intelligent robot production line for battery assembly, marking a significant advancement in smart manufacturing [21] - Huayi Brothers announced a reduction in shareholding by Alibaba's venture capital arm and Jack Ma, with their combined stake falling below 5% [22]

12月15日，碳酸锂期货主力合约再次突破10万元/吨，收盘价格创下2024年6月份以来新高。 汨罗顺华锂业研发部研究员李依临在近日大有期货举办的"碳酸锂产业链企业风险管理与应用培训会"上 从产业一线视角指出，2024年全球碳酸锂供应135万吨，需求122万吨，虽存在阶段性过剩，但新能源汽 车与储能产业的爆发式增长为需求提供强劲支撑，供应端盐湖提锂成本优势显著，行业正进入成本竞争 新阶段。 11月份中国新能源动力电池出口双位数高速增长，成为市场预期改善的重要动因。据中国汽车动力电池 产业创新联盟发布的数据，今年11月，我国动力和其他电池合计出口32.2GWh，环比增长14.1%，同比 增长46.5%。合计出口占当月销量17.9%。其中，动力电池出口量为21.2GWh，占总出口量66.0%，环比 增长9.4%，同比增长70.2%;其他电池出口量为10.9GWh，占总出口量34.0%，环比增长24.4%，同比增 长15.3%。 今年1-11月，我国动力和其他电池累计出口达260.3GWh，累计同比增长44.2%。合计累计出口占前11月 累计销量18.4%。其中，动力电池累计出口为169.8GWh，占总出口量65.2 ...

Group 1 - Tesla's FSD (Full Self-Driving) project is accelerating in Europe, with Spain becoming a key testing hub due to its newly launched "Spanish Autonomous Vehicle Framework Plan" (ES-AV) [2] - Porsche's executive stated that the 911 model will not introduce a plug-in hybrid variant due to the need to modify the vehicle's body layout, citing size and weight limitations as the main reasons [2] - Zhongchuang Innovation and Leap Motor have commenced construction on a joint venture battery manufacturing base, expected to be operational by June 2026, with an anticipated annual output value exceeding 10 billion yuan [2]

Group 1 - The Wuyi Zhongling New Energy Power Battery Intelligent Manufacturing Base project has officially commenced, marking a significant milestone for Wuyi County's focus on the new energy industry [2] - The project is a joint venture between leading companies Zhongchuang Innovation Technology Group and Zhejiang Leap Motor Technology Co., aiming for production by June 2026, with an expected annual output value exceeding 10 billion yuan [2] - Wuyi County plans to attract high-quality upstream and downstream projects in key areas such as battery cells, motors, and electronic controls, while enhancing project lifecycle management and creating a top-tier business environment [2] Group 2 - Leap Motor reported a revenue of 19.45 billion yuan in Q3, a year-on-year increase of 97.3%, with a net profit of 150 million yuan, marking a significant turnaround from a loss of 690 million yuan in the same period last year [3] - Cumulatively, Leap Motor achieved a net profit of 180 million yuan in the first three quarters of 2025, indicating a fundamental shift from loss to profit [3] - Leap Motor announced that it has sold over 500,000 vehicles by November 15, 2025, achieving its annual sales target ahead of schedule, and aims to reach a new sales target of one million vehicles in 2026 [3]