本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午新国标电自电池技术专场， 星恒电源 电池研究院总监 朱华君 发表演讲，分享主题： 锰基材料在小动力电池上的新应用 。 图： 星恒电源 电池研究院总监 朱华君 2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 另外一款材料是磷酸锰铁锂，它也是磷酸盐材料，它有锰的平台，多了一个平台，综合它的电压平台，光材料在 3.8V 左右，它其实是跟锰酸锂 或者是三元材料作为复配用，我们同时考虑了它的成本，从瓦时成本来看，磷酸锰铁锂材料对于锰酸锂、磷酸铁锂接近，都是非常低的，安全性 也非常不错。但是因为这个材料的导电性非常差，需要做纳米化和包覆，因为它有两个过渡金属离子，需要做均匀的分布。 在市场上主要看到两类方法： 1. 液相法。主要为共 ...

ST长园（维权）（600525.SH）7月11日回复上交所年报问询函的公告，将一场由董事长主导的"掏空 式"资金挪用推向台前。 历史造假引发的诉讼海啸正在吞噬最后生机。因2016-2017年虚增利润超3亿元的财务造假案，公司被判赔偿第 三大股东山东至博3.45亿元，目前仍有近亿元投资者索赔诉讼悬顶。雪上加霜的是，沃尔核材另以虚假陈述为 由索赔5608万元，叠加关联方利息清偿延期至9月底，流动性危机一触即发——资产负债率已攀升至71%，流 动比率仅0.98，货币资金难以覆盖短期债务。尽管国资股东格力集团持股12.98%（浮亏超50%），但治理层动 荡（总裁及财务负责人更换）与战略迷茫，使"国资救助"沦为资本市场一厢情愿的幻想。 责任编辑：AI观察员 财务窟窿远不止于此。2024年公司归母净利润巨亏9.78亿元，同比暴跌1216%，营收下滑7.22%至78.74 亿元。亏损主因除主业盈利能力坍塌外，更源于大额商誉减值：子公司珠海运泰利、芬兰欧普菲、金锂 科技合计减值2.95亿元，暴露收购标的连环暴雷。资产质量进一步恶化，应收账款账面余额高达35.15亿 元，计提坏账5.70亿元，其中单项计提坏账达2.33亿元，回 ...

Core Viewpoint - The company, Changyuan Technology Group Co., Ltd., is under scrutiny from the Shanghai Stock Exchange regarding its 2024 annual report due to issues related to non-operating fund occupation by related parties, leading to significant internal control deficiencies and accounting errors [1][2][3]. Group 1: Related Party Fund Occupation - The company’s chairman, Wu Qiquan, is linked to Zhuhai Yuntaili Holdings Co., Ltd., which has been identified as occupying company funds through third parties [1][2]. - The annual audit revealed that the auditors could not obtain sufficient evidence to identify all related parties, resulting in a qualified opinion on the financial statements [1][3]. - The company has acknowledged the need to correct accounting errors related to non-operating fund occupation in its financial reports for 2023 and 2024 [1][3]. Group 2: Supplier Information and Financial Data - The company identified seven suppliers involved in fund occupation, detailing their establishment dates, major financial data, and actual controllers [2][3][4]. - For example, Zhuhai Chengbangda has total assets of 261.73 million yuan and a net profit of 5.5 million yuan as of December 31, 2024 [3][4]. - The company has initiated self-inspections and requested confirmations from these suppliers regarding their actual controllers and any potential fund occupation [4][5]. Group 3: Internal Control Deficiencies - The company has recognized significant internal control deficiencies in its fund payment approval and related party transaction processes [1][2][3]. - Contracts and payments related to the identified suppliers were executed without proper authorization, leading to difficulties in detecting fund occupation [1][2][3]. - The company plans to implement corrective measures and hold responsible personnel accountable for these deficiencies [2][3][5]. Group 4: Financial Adjustments and Reporting - The company has made retrospective adjustments to its financial statements for the years 2023 and 2024 to reflect the impact of the identified accounting errors [1][2][3]. - The adjustments include changes to monetary funds, other receivables, and credit impairment losses [1][2][3]. - The company has committed to adhering to accounting standards and ensuring timely disclosures of any further adjustments needed [1][2][3].

Core Viewpoint - The Chinese lithium battery industry chain experienced an unexpected growth in the first half of 2025, with an overall growth rate exceeding 40% and a significant increase in battery shipments and storage segments [1][7]. Industry Growth - In the first half of 2025, the total shipment of lithium batteries reached 750-760 GWh, with a year-on-year growth rate of 60%-65%. The storage segment saw a remarkable quarter-on-quarter increase of over 80% and a year-on-year growth rate exceeding 110% [1][7]. - The demand for upstream materials has diversified, with shipments of lithium iron phosphate materials increasing by nearly 70% year-on-year, and key components such as anodes, separators, and electrolytes also showing strong growth [2][7]. Material Trends - The industry is shifting from traditional high-cost performance competition to a high-performance differentiation path, leading to a new ecosystem where various materials flourish [3][7]. - In the materials sector, the shipment of cathode materials reached 205-215 million tons, with a year-on-year growth of 50%-55%. Lithium iron phosphate materials led the growth with a year-on-year increase of 65%-70% [7]. - The gross profit margins in the materials industry are showing signs of recovery, although some segments are experiencing differentiation in profitability [7]. Market Dynamics - The market concentration is on the rise, with top-tier companies gradually restoring their market power and profitability. A new round of capacity expansion for lithium iron phosphate and anode materials is expected [8]. - The price of lithium salts is projected to remain in the range of 60,000-80,000 yuan, with limited potential for further decline or increase [9]. Technological Innovations - New materials such as CVD silicon-carbon are being commercialized, with significant applications in digital lithium batteries and high-performance requirements [9][30]. - The industry is witnessing a trend towards larger and more energy-efficient equipment, with advancements in various manufacturing processes [9][31]. Global Competition - The passage of the Inflation Reduction Act and the delay of the new battery law in the U.S. have complex implications for the global competitiveness of Chinese companies [10]. - China has established a leading position in green low-carbon technologies, including photovoltaic, wind power, electric vehicles, and fuel cells, showcasing strong market share [26][27].

Group 1 - Hanwang Town is an industrial hub in Deyang Mianzhu City, focusing on lithium battery new energy, machinery processing, and phosphochemical industries, with an industrial output value exceeding 19.8 billion yuan in 2024 [1][2] - The Deyang-Abazhou Ecological Economic Industrial Park, established in Hanwang, is a provincial-level chemical park that integrates resources and industries through a "flying economy" model, forming a complete industrial chain from raw materials to lithium battery cathode materials [1][2] - The lithium battery industry in Hanwang is projected to surpass 16.7 billion yuan in 2024, with significant growth driven by strategic planning and the establishment of key projects [2] Group 2 - The Deyang-Abazhou Industrial Park is expanding to 20 square kilometers, attracting over 400 acres of new project land, indicating strong confidence in the future of basic lithium salt [3] - The industrial park has developed a complete industrial chain from upstream raw materials to lithium battery cathode materials, supported by targeted investment attraction and the transformation of traditional chemical enterprises into lithium battery new materials [3][4] - The lithium production capacity in Hanwang has seen explosive growth, increasing from 40,000 tons in 2018 to over 200,000 tons in 2024, with future projects expected to reach a total capacity of 500,000 tons [2]

强预期弱现实拉锯延续，碳酸锂震荡区间逐步收窄 一、日度市场总结 碳酸锂期货市场数据变动分析 主力合约与基差：碳酸锂主力合约7月3日收于64080元/吨，较前一日微涨 0.19%，价格重心维持窄幅波动；基差小幅走弱，报-1880元/吨。 持仓与成交：主力合约持仓量增加至33.4万手，创近五日新高，但成交量 收缩22.11%。 产业链供需及库存变化分析 供给端：上游原料锂辉石、锂云母价格持稳，但锂盐厂产能利用率维持 62.8%高位，中长期供应压力未减。 需求端：动力端出现分化，磷酸铁锂材料价格单日上涨0.36%至30660元/ 吨，5系三元材料受成本支撑微涨0.04%，但六氟磷酸锂及电芯价格持续持 平，且7月动力市场需求存进一步下探风险。储能海外需求形成支撑，但消 费电子正值传统淡季，湿法回收市场成交清淡，整体需求改善力度偏弱。 库存与仓单：碳酸锂社会库存环比续增1.44%至13.68万吨，连续三周累库 并创年内新高，产业链供过于求格局未改。 市场小结 近期市场呈现"强预期、弱现实"特征，期货盘面受新能源车6月零售渗透 率54.5%、磷酸铁锂价格反弹等边际利好支撑，叠加锂矿贸易商挺价情绪升 温，主力合约抗跌性渐显 ...

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~ -广告- 本文来源：鑫椤锂电 一家三元龙头企业高层们在做如何跨界做好磷酸铁锂战略分析研判时，凭借他们在三元材料市场的获胜经 验，对目前个别磷酸铁锂出货龙头老企业毫不客气的批评道， "他们除了疯狂扩产建成了一堆落后产能外 什么都没干，在决定生死的上游资源端没有一点布局意识，而湖南裕能就很有先见之明"。 由此可见， 未来谁掌握的上游资源越多，谁将成为毫无疑问的胜者 。 这一点富临精工目前也有了清醒的 认识，开始加紧补齐这一短板。 第一， 2024 年 10 月，富临精工及控股子公司江西升华与赣锋锂业签订《项目投资合作协议补充 协议》。江西升华与赣锋锂业或其指定方拟共同投资设立合资公司（以下简称"目标公司"），并以 目标公司为主体在四川省达州市宣汉县新建年产 10 万吨硫酸锂制造磷酸二氢锂项目。目标公司的 注册资本为 10,000 万元，其中，赣锋锂业或其指定方出资 5,100 万元，持有目标公司 51% 的股 权，江西升华出资 4,900 万元，持有目标公司 49% 的股权； 第二， 2025 年 5 月，四川富临新能源材 ...

倒计时10天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/中兴派能/孚能科技/保力新/创明新能源/多氟多/博力威/ 睿恩新能源/诺达智慧/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/亿纬锂能/星恒电源/先导智 能/小安科技/鑫晟达/精锐精密等 6 月 29 日，从唐山亨旺新能源材料有限公司获悉，公司曹妃甸基地一期年产 20 万吨磷酸铁项目， 于近日已成功进入试产阶段。 总投资 55 亿元建设，原计划 2025 年 3 月开工建设， 预计 2025 年 10 月底前实现量产。 该项目是唐山亨坤 35 万吨磷酸铁锂目标计划的重要组成部分。其通过迁西二期扩建和曹妃甸基地双线推进，在 2025 年内可实现 35 万吨 级产能落地。 资料显示，唐山亨旺与唐山亨坤是母公司与 ...

Core Viewpoint - The Chinese lithium battery industry is strengthening its global influence, with significant growth in battery shipments and material innovations driving the transition from capacity competition to capability competition [1][2]. Group 1: Industry Growth and Trends - In Q1 2025, China's lithium battery shipments reached 314 GWh, a year-on-year increase of 55%, with power batteries and energy storage batteries growing by 41% and 120%, respectively [1]. - The positive performance in the positive electrode materials sector saw shipments reach 1 million tons, up 68% year-on-year, with lithium iron phosphate materials growing by 94% and surpassing a 75% market share [2]. - The wet separator market experienced a 75% year-on-year increase in shipments, achieving an 81.6% market share, while electrolyte shipments grew by 63.8% [2]. Group 2: Material Innovations and Future Directions - The investment focus in the lithium battery materials sector is shifting towards technology-intensive directions, with 29 new projects signed or announced in 2025, totaling approximately 40 billion yuan, nearly half of which are related to solid-state batteries and materials [4]. - New technologies such as sodium-ion and lithium-metal batteries are in the commercialization verification stage, with key materials like silicon-carbon anodes and lithium-rich manganese-based materials accelerating their market entry [4]. - The recovery of the digital market and growth in AI terminal shipments are creating structural opportunities for lithium cobalt oxide and lithium manganese oxide materials [4]. Group 3: Awards and Recognition - The "2025 New Energy New Materials Innovation Enterprise" award aims to recognize companies that excel in technological breakthroughs and industry transformation across the entire materials chain [5][6]. - The evaluation criteria focus on technological innovation, industrialization, market recognition, and development potential [6]. - The award results will be announced at the 2025 High-Performance New Energy New Materials Industry Conference in July 2025 [6].

Core Viewpoint - ST Changyuan has disclosed its response to the Shanghai Stock Exchange's inquiry letter, addressing only two out of five major issues, while deferring responses on significant matters such as non-operating fund occupation by related parties, operating performance, and audit opinions due to the complexity of the issues involved [1][2][3]. Group 1: Financial Performance - In 2024, ST Changyuan reported a revenue of 7.874 billion yuan, a year-on-year decrease of 7.22%, and a net loss attributable to shareholders of 978 million yuan, marking a shift from profit to loss primarily due to a significant decline in the profitability of its main business and large goodwill impairment [2][3]. - The company’s accounts receivable at the end of the reporting period amounted to 3.515 billion yuan, with a provision for bad debts of 570 million yuan, including 233 million yuan for specific accounts [4]. Group 2: Related Party Transactions - The chairman of ST Changyuan, Wu Qiquan, controls Zhuhai Yuntaili Holdings Development Co., Ltd., which has occupied company funds through third parties, with balances of 294 million yuan and 264 million yuan at the end of 2023 and 2024, respectively [2][3]. Group 3: Audit Opinions - Due to the non-operating fund occupation by related parties, the financial report for 2024 received a qualified audit opinion, and the internal control report received a negative opinion [3]. Group 4: Accounts Receivable Financing - The accounts receivable financing balance at the end of 2024 was 492 million yuan, a year-on-year increase of 117.51%, primarily due to accounts receivable notes [4]. - The company reported a prepayment balance of 307 million yuan at the end of 2024, a year-on-year increase of 141.16%, mainly due to new prepayments for materials related to renewable energy projects [4][5].