近来，锂电池核心原材料碳酸锂涨势迅猛，从年中5.8万元/吨的历史低点强势回升，四季度突破10万元/ 吨关口，12月期货主力合约更攀升至超13万元/吨高位，带动锂电产业链从下游需求到上游材料的全面 回暖，推动行业走出此前深度调整周期，正式迈入复苏提速通道。 本轮锂电产业复苏背后是多重核心驱动力的共振。全球储能需求超预期放量，叠加动力电池出货量增长 预期持续向好下，当前锂电产业链供给端呈现趋紧态势，产业链盈利空间持续修复，行业格局从"以价 换量"的内卷模式转向高质量发展新阶段。据Global Market Insights测算，全球储能系统市场规模2024年 已站上6687亿美元基点，预计2034年将飙升至5.12万亿美元，2025-2034年CAGR高达21.7%；而Fortune Business Insights研究指出，2025年，全球动力电池市场规模为822.1亿美元，预计该市场将从2026年的 1010.2亿美元增长到2034年的5252.9亿美元，预测期内CAGR为22.88%。 面对锂电产业高速增长的战略机遇，西磁科技已构建起覆盖普通永磁除铁设备、自动永磁除铁设备、电 磁除铁设备的全品类产品线，具 ...

Group 1: Industry Overview - The demand for power, energy storage, and consumer electronics is strong, driving improvements in the supply-demand relationship within the industry [1] - The lithium battery supply-demand inflection point has been reached, with a projected 30% increase in global lithium carbonate demand by 2026, potentially leading to further price increases if growth reaches 40% [1] - The lithium battery industry is experiencing a high level of demand, which is reshaping the supply-demand dynamics and driving profitability across the entire industry chain [1] Group 2: Company Profile - Ximic Technology - Ximic Technology focuses on magnetic filtration equipment and has developed a comprehensive product line that includes automatic permanent magnet and electromagnetic separation devices, catering to the lithium battery industry's equipment needs [2] - The company is actively expanding its market presence by enhancing existing market potential and penetrating new markets, particularly in the lithium battery supply chain and large chemical sectors [2] - Ximic Technology is implementing a "profit-sharing for volume" strategy, prioritizing deep cooperation with leading clients in the new energy sector, which may impact short-term profitability but is expected to build long-term competitive advantages [3] Group 3: Market Trends and Innovations - The company’s products are increasingly being applied in key processes such as lithium salt preparation and battery manufacturing, with ongoing developments in solid-state batteries and battery recycling [3] - The solid-state battery market is projected to reach 229.2 billion yuan by 2030, with significant growth expected in the battery recycling sector, which could exceed 280 billion yuan by 2028 [3] - Ximic Technology has made significant advancements in R&D, with new products like the micro slurry electromagnetic separator entering trials with leading battery manufacturers [4] Group 4: Future Outlook - The global lithium battery market is expected to grow from $13.9 billion in 2024 to $55.52 billion by 2032, with a compound annual growth rate of 18.9%, providing a vast opportunity for industry players [4] - Ximic Technology's strategic positioning in emerging high-growth areas such as solid-state batteries and battery recycling is expected to solidify its long-term growth foundation [4] - As the industry supply-demand inflection point continues to evolve, Ximic Technology is poised to benefit from industry growth and achieve both performance and valuation enhancements [4]