1.1 锂电池正极材料定义与分类 1.2 全球 锂电正极 行业发展历程与现状 1.3 不同锂电正极材料性能对比 | 倒计时32天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名： 茹天科技 | | 活动时间： 2025年11月6-8日 | | 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） | | 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | | 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 | | 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 | | 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材 ...

9月15日，容百科技涨5.73%，截至发稿，报31.20元/股，成交2.84亿元，换手率1.30%，总市值222.99亿 元。 资料显示，宁波容百新能源科技股份有限公司位于浙江省余姚市谭家岭东路39号，成立日期2014年9月 18日，上市日期2019年7月22日，公司主营业务涉及锂电池三元正极材料及其前驱体的研发、生产和销 售。主营业务收入构成为：正极材料96.62%，材料销售2.66%，其他0.46%，前驱体0.26%。 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓容百科技。富国上证科创板新能源ETF（588960）二季度持有股 数11.01万股，占基金净值比例为4.2%，位居第六大重仓股。根据测算，今日浮盈赚取约18.6万元。 责任编辑：小浪快报 富国上证科创板新能源ETF（588960）成立日期2025年2月6日，最新规模5845.87万。成立以来收益 32.68%。 富国上证科创板新能源ETF（588960）基金经理为苏华清。 截至发稿，苏华清累计任职时间1年333天，现任基金资产总规模310.98亿元，任职期间最佳基金回报 122.13%， 任职期间最差基金回报-6.04%。 风险提示： ...

Core Viewpoint - Rongbai Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment despite a decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - On August 27, Rongbai Technology's stock rose by 2.05%, reaching 23.93 CNY per share, with a trading volume of 1.51 billion CNY and a turnover rate of 0.90%, resulting in a total market capitalization of 171.03 billion CNY [1]. - Year-to-date, the stock price has increased by 14.19%, with a 4.91% rise over the last five trading days, 4.86% over the last twenty days, and 31.66% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Rongbai Technology reported a revenue of 6.248 billion CNY, a year-on-year decrease of 9.28%, and a net profit attributable to shareholders of -683.946 million CNY, a decline of 765.45% compared to the previous year [2]. Group 3: Shareholder Information - As of August 10, the number of shareholders for Rongbai Technology increased to 33,500, up by 5.97%, while the average number of circulating shares per person decreased by 5.64% to 13,889 shares [2]. - Since its A-share listing, Rongbai Technology has distributed a total of 713 million CNY in dividends, with 541 million CNY distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 30.693 million shares, while Dongfang New Energy Theme Mixed Fund increased its holdings by 2.381 million shares [3].

Group 1: Core Insights - The core viewpoint of the article highlights the growth in the shipment volumes of lithium battery cathode materials in China for the first half of 2025, with significant increases in different categories of cathodes [2][4][6]. Group 2: Shipment Volumes of Different Cathode Materials - In the first half of 2025, the shipment volume of ternary cathode materials reached 321,000 tons, representing a year-on-year growth of 4.2% [2]. - The top 10 companies in ternary cathode shipments include Ruixiang New Materials, Rongbai Technology, and Bamo Technology [3]. Group 3: Phosphate Iron Lithium Cathodes - The shipment volume of phosphate iron lithium cathodes was 1,606,000 tons in the first half of 2025, showing a remarkable year-on-year increase of 68.5% [4]. - The leading companies in this category are Hunan Youneng, Wanrun New Energy, and Defang Nano [5]. Group 4: Cobalt Lithium Cathodes - The shipment volume of cobalt lithium cathodes was 53,500 tons in the first half of 2025, with a year-on-year growth of 24.2% [6]. - The top 5 companies in cobalt lithium shipments include Xiamen Tungsten New Energy and Bamo Technology [7].

Core Viewpoint - The article discusses the environmental impact assessment approval for a new lithium-ion battery cathode material project by Anhui Yuan Innovation New Energy Materials Co., Ltd., highlighting the investment and production capacity of the project [1][2]. Group 1: Project Overview - The project is located in the Anhui Taihe Economic and Technological Development Zone, with a total investment of 1 billion yuan, including 5.39 million yuan allocated for environmental protection [2]. - The project will cover an area of approximately 45,492 square meters (68.2 acres) and will include the construction of a ternary factory, comprehensive station, and solid waste warehouse, with a total building area of 44,457.6 square meters [2]. - The production line aims to achieve an annual output of 10,000 tons of lithium-ion battery cathode materials [2]. Group 2: Company Background - Anhui Yuan Innovation New Energy Materials Co., Ltd. was established in January 2023 and focuses on the research, development, production, and sales of lithium battery ternary cathode materials and ternary precursors [2]. - The company is a wholly-owned subsidiary of Zhejiang Haichuang Lithium Battery Technology Co., Ltd., which is primarily owned by Dalian Zhongbi New Energy Co., Ltd. [2]. - Haichuang Lithium Battery has developed a multi-tiered product structure, including various types of lithium battery ternary precursors and cathode materials, applicable in electric vehicles, power tools, high-end digital products, and energy storage [2]. Group 3: Future Plans - In July 2023, Haichuang Lithium Battery signed a framework agreement with the government of Yushui District, Xinyu City, Jiangxi Province, for a project to produce 50,000 tons of high-performance lithium battery cathode materials [3]. - The project is planned to be implemented in three phases, with the first phase involving an investment of 1.15 billion yuan and covering an area of 150 acres, aiming for an annual production capacity of 10,000 tons of ternary lithium battery cathode materials upon completion [3].