| 01 | ｜ | 一周锂电新闻汇总 | | --- | --- | --- | | 02 | ｜ | 新宙邦马来西亚项目奠基！ | | 03 | ｜ | 3GWh特种锂电池等项目将实施建设 | | 04 | ｜ 举办！ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 | 锂电交流群—码上入群 据"投资江门"消息，近日，天赐材料投资12亿元建设年产20万吨锂电池电解液及10万吨锂电池回收项目竣工投产，进一步完善广东省江门市 新能源电池产业链。 据了解，该项目 位于广东江门新会区， 于2022年12月正式动工，根据规划，总用地面积约190亩，全面建成并稳定运营后，预计年产值可 达57亿元。 项目核心亮点在于"电解液制造+电池回收"的一体化设计。其中，年处理10万吨锂电池的回收产能将分两期建设：一期实现2万吨处理能力， 二期将增加至总计10万吨。通过先进的破碎、分选及冶炼工艺，产线每年可产出5万吨锂电池混合粉料、0.8万吨铜粒和0.4万吨铝粒等再生资 源。 广东省能源局的节能审查意见指出，该项目回收处理单位旧电池的综合能耗需控制在61.223千克标准煤/吨以下，体现了绿色低碳 ...

ICC 鑫椤资讯年终盘点： | 2025年碳酸锂市场盘点： | | --- | | 2025年电解液市场盘点： | | 2025年铜箔市场盘点： | | 2025年钴酸锂市场盘点： | | 2025年三元材料市场盘点： | | 2025年磷酸铁锂市场盘点： | | 2025年三元前驱体市场盘点： | | 2025年六氟磷酸锂市场盘点： | | 2025年磷酸铁市场盘点： | | 2025年添加剂VC市场盘点： | | 2025年钠离子电池市场盘点： | | 2025年新型锂盐LIFSI市场盘点： | | 2025年隔膜市场盘点： | | 2025年锂电池市场盘点： | | 2025年铝箔市场盘点： | | 2025年储能电池市场盘点： | | 2025年储能系统市场盘点： | 据"投资江门"消息，近日， 天赐材料投资12亿元建设年产20万吨锂电池电解液及10万吨锂电池回收项目竣工投产， 进一步完善广东省江门市新能源电池 产业链。 据了解，该项目 位于广东江门新会区， 于2022年12月正式动工，根据规划，总用地面积约190亩，全面建成并稳定运营后，预计年产值可达57亿元。 关注公众号，点击公众号主页右上角" ...

Core Viewpoint - Tianqi Co., Ltd. has achieved a three-day consecutive limit-up in stock price, indicating strong market interest and potential growth in its business operations [1] Group 1: Stock Performance - Tianqi Co., Ltd. has seen its stock price hit the limit-up for three consecutive trading days, marking a significant upward trend [1] - On the latest trading day, the stock reached a limit-up at 10:26 AM with a transaction volume of 2.408 billion yuan and a turnover rate of 32.53% [1] Group 2: Business Developments - The company has successfully implemented its robotics business in collaboration with major automotive manufacturers such as BYD, indicating a strategic expansion into the robotics sector [1] - Additionally, Tianqi Co., Ltd. is expanding its lithium battery recycling capacity, creating a dual focus on robotics and new energy [1] Group 3: Future Plans - The company is planning to issue A-shares to specific investors in 2025, although the success of this initiative remains uncertain [1]

Group 1 - The board meeting of Camel Group Co., Ltd. was held on November 14, 2025, and all resolutions passed were in compliance with the Company Law and Articles of Association [2][3][4] - The board approved the revision of the hedging business management system, which is detailed in the announcement on the Shanghai Stock Exchange [5][6] - The board also approved the proposal to conduct commodity futures, options, and foreign exchange hedging business, with specific details available in the related announcement [7][8] Group 2 - The company plans to use idle self-owned funds for entrusted wealth management, with a maximum balance of RMB 1.8 billion for purchasing financial products [12][14] - The purpose of the entrusted wealth management is to enhance the efficiency of fund utilization and maximize returns on idle funds [14][15] - The board authorized the financial director to make investment decisions within the approved limits and timeframe [15][16] Group 3 - The company aims to conduct commodity futures and options hedging to mitigate risks associated with price fluctuations of lead, tin, and lithium carbonate [25][26] - The maximum margin and premium for these transactions are expected to not exceed RMB 90 million, with the highest contract value on any trading day not exceeding RMB 900 million [26][28] - The company will also engage in foreign exchange hedging to manage risks from currency fluctuations, with a maximum margin and premium of USD 10 million [31][34] Group 4 - The hedging activities are intended to be conducted in a legal, prudent, and effective manner, focusing on normal production operations rather than speculative trading [24][30] - The company has established risk control measures for both commodity and foreign exchange hedging, including strict approval processes and the use of self-owned funds [39][43] - The hedging activities will not adversely affect the company's main business operations and are expected to enhance overall financial stability [44]

Investment Rating - The report maintains a "Positive" investment rating for the environmental sector, consistent with the previous rating [2]. Core Insights - The report highlights the robust development trend in China's circular economy, driven by significant policy support and market demand. The goal is to achieve a substantial increase in resource utilization and waste recycling by 2030 [19][20]. - The report emphasizes the importance of large-scale equipment upgrades and the promotion of circular economy practices, aiming for a total annual utilization of 4.5 billion tons of solid waste by 2030 [20][39]. - The report identifies key growth areas within the circular economy, including recycled plastics, metals, and lithium battery recycling, with significant market potential projected for the coming years [32][34][36]. Summary by Sections Market Performance - As of October 24, the environmental sector saw a 1.4% increase, underperforming compared to the broader market, which rose by 2.9% [3][10]. - The water management and waste incineration sectors showed positive growth, with increases of 1.65% and 1.15%, respectively [13]. Industry Dynamics - The report discusses the outcomes of the 20th Central Committee's Fourth Plenary Session, which outlines future directions for environmental enterprises, focusing on urban renewal, smart technology, and significant reductions in pollutant emissions [39]. - The establishment of new companies and partnerships, such as Sinopec's circular technology company and collaborations in renewable energy, indicates a proactive approach to enhancing the circular economy [20][44]. Investment Recommendations - The report suggests maintaining a focus on energy conservation and resource recycling, which are expected to sustain high levels of economic activity. It recommends specific companies for investment, including Huanlan Environment, Xingrong Environment, and Hongcheng Environment, while also suggesting attention to other firms like Wangneng Environment and Yingke Recycling [4][55].

Core Viewpoint - The article highlights the significant investment trends and developments in China's lithium battery industry, particularly focusing on solid-state batteries and battery recycling, indicating a shift towards technological innovation and circular economy practices [4][7][9]. Investment Trends - In May 2025, a total of 29 new projects in China's lithium battery industry were announced, with a planned total investment of approximately 40 billion yuan [4]. - The average investment per project in the lithium battery sector was about 1.38 billion yuan, showing a rationalization in investment compared to the previous year [7]. - Solid-state batteries emerged as a key investment area, with over 7 billion yuan invested in May alone, reflecting a growing interest in this technology [9]. Project Distribution - The majority of new projects are concentrated in battery recycling and solid-state batteries, each accounting for 7 projects, together representing nearly 50% of the total [7]. - Key regions for these investments include the Yangtze River Delta, particularly Jiangsu, Hubei, and Guangdong, with some projects also extending overseas [7]. Solid-State Battery Developments - The solid-state battery sector is experiencing rapid growth, with over 50 GWh of expansion planned in the first four months of 2025, and more than 30 companies achieving production capacities of over 100 MWh [9][10]. - The introduction of new safety standards for power batteries is expected to accelerate the commercialization of solid-state batteries [9]. Battery Recycling Initiatives - Major projects in battery recycling include a 10.3 billion yuan investment by Jinsheng New Energy for a facility capable of processing 400,000 tons of retired batteries annually [11]. - The industry is driven by policy support, with initiatives aimed at enhancing recycling capabilities and promoting sustainable practices [11][12]. Global Expansion - Southeast Asia and Europe are becoming focal points for the global expansion of lithium battery companies, with favorable conditions for investment and resource availability [13]. - Companies like BYD are establishing headquarters and manufacturing facilities in Europe to tap into local markets and comply with regional regulations [13].