Group 1: Report Overview - Report date: July 17, 2025 [2] - Researcher: Zhang Ping, Yu Feifei, Peng Jinglin [3] - Report name: Carbonate Lithium Futures Daily Report [1] Group 2: Investment Rating - Not provided Group 3: Core View - The futures market of carbonate lithium shows irrational fluctuations, and the spot market continues to rise but the upward trend slows down. The downstream procurement demand is weak, and the current high - supply and high - inventory fundamentals are unfavorable for the long side, but the capital and anti - involution policies are favorable for the long side. Short - term observation is recommended [12] Group 4: Market Review and Operation Suggestions - Carbonate lithium futures opened high and closed low, with a slight decline in total positions. The upward trend of related anti - involution varieties also slowed down. The spot market continued to rise but the increase was significantly slower, with electric carbon rising by 50 to 64,950. The irrational fluctuations in the futures market continued. The downstream procurement demand was weak due to factors such as long - term contract coverage and high customer - supplied ratios. The price of Australian ore rose by 5 to 695 US dollars per ton. The profitability of salt plants using purchased lithium spodumene decreased to 347, and the losses of salt plants using purchased mica decreased to 6,769. The futures market provided hedging profits, and salt plants had high production enthusiasm. Short - term observation was recommended [12] Group 5: Industry News - A fire broke out at an energy company in Xiaogang District, Kaohsiung, Taiwan, China on the 14th, causing injuries to 12 employees and 3 firefighters. The battery factory has an annual production capacity of 1.8GW [13] - Geely Holding Group announced that Geely Auto will acquire all the remaining shares of ZEEKR. ZEEKR shareholders can choose cash or Geely Auto shares as consideration [13] - SK on's North American factory fully resumed operation after three years. Its 12 battery production lines in the US factory are operating at full capacity, and the daily battery output is expected to be more than three times that of last year [13]

Core Points - A fire broke out at the San Yuan Energy Company in Kaohsiung's Xiaogang District, resulting in injuries to 12 employees and 3 firefighters [1][2] - The company is Taiwan's first super battery factory, with an annual production capacity of 1.8 GW, sufficient to produce batteries for 24,000 electric vehicles [2] Incident Details - The fire started early in the morning, prompting a response from 46 rescue vehicles and 91 personnel [1] - Robots were deployed for firefighting efforts, and all injured individuals received medical treatment [1] - The cause of the fire and the extent of property damage are still under investigation [3] Company Overview - San Yuan Energy specializes in high-performance nickel-cobalt-manganese batteries, known for their high capacity and power [2] - The factory is strategically located near Kaohsiung International Airport, but the fire did not affect flight operations [2]

Core Viewpoint - A fire broke out at the San Yuan Energy Technology lithium battery factory in Kaohsiung, Taiwan, causing injuries and impacting the stock price of the parent company, Taiwan Cement Corporation (台泥集团) [1][8]. Group 1: Incident Details - The fire occurred early in the morning, with significant smoke and explosions reported. Emergency services deployed 46 rescue vehicles and 91 personnel to the scene [1]. - The incident resulted in 12 employees sustaining minor injuries and 3 firefighters suffering minor burns, all of whom were treated at medical facilities [1]. - The cause of the fire and the extent of property damage are still under investigation [6]. Group 2: Company Background and Impact - San Yuan Energy Technology's Kaohsiung lithium battery factory is Taiwan's first super battery factory, with an annual production capacity of 1.8 GW, sufficient to produce batteries for 24,000 electric vehicles [4]. - The factory is part of Taiwan Cement Corporation's strategic shift towards energy technology, having been established with an investment of nearly NT$20 billion in 2021 [8]. - Following the fire, Taiwan Cement's stock price fell significantly, dropping over 3% and reaching a new low since Q2 2009, although it later recovered somewhat [8]. Group 3: Production and Market Challenges - Despite stable output capabilities and certifications from major international clients, the company has not yet achieved profitability, producing approximately 7 to 8 million batteries monthly, with a potential capacity of 20 million [8]. - The company faces challenges due to a significant decline in battery prices and increased competition in the international market, making it difficult to maintain a competitive edge despite product quality and efficiency [8]. Group 4: Share Buyback Activity - Taiwan Cement Corporation has been actively repurchasing shares, having bought back 10 million shares between July 1 and August 1, and plans to repurchase an additional 28 million shares from August 4 to August 29, aiming to protect company credit and shareholder interests [9].

Core Viewpoint - A fire broke out at the Sanyuan Energy Company in Kaohsiung, Taiwan, which is the first super battery factory in Taiwan, producing high-capacity nickel-cobalt-manganese batteries for electric vehicles [1] Group 1: Incident Details - The fire started early in the morning, leading to the deployment of 46 rescue vehicles and 91 personnel for firefighting efforts [1] - 12 employees suffered minor injuries, and 3 firefighters experienced slight burns, all of whom have been sent for medical treatment [1] - The cause of the fire and the extent of property damage are still under investigation [1] Group 2: Company and Production Capacity - Sanyuan Energy Technology's Kaohsiung lithium battery plant has an annual production capacity of 1.8 gigawatts, sufficient to produce batteries for 24,000 electric vehicles per year [1] - The factory is part of the Taiwan Cement Group, indicating its significance in the local and national energy sector [1] Group 3: Environmental Impact - Due to the fire, the Kaohsiung city government warned residents about potential air pollution, advising them to stay indoors and close windows [1] - The wind direction is currently northeast, which may carry pollutants southwest, affecting nearby areas [1]

Core Points - A fire and explosion occurred at the Sanyuan Energy Technology Company in Kaohsiung, Taiwan, resulting in multiple injuries and air pollution alerts for the local area [1][2] - The affected facility is Taiwan's first super battery factory, operated by the Taiwan Cement Corporation, and began operations in 2023 [3] Group 1: Incident Details - The fire broke out at 5:10 AM on July 14, 2023, in the battery semi-finished product warehouse during the first charging operation [2] - The incident resulted in 15 individuals being sent to the hospital, including 12 employees with minor injuries and 3 firefighters with minor burns [2] - The local government issued air pollution warnings, advising residents to stay indoors and close windows due to the northeast wind carrying pollutants [2] Group 2: Company and Production Capacity - Sanyuan Energy Technology produces high-performance nickel ternary batteries with an annual capacity of 1.8 GW, sufficient to supply batteries for 24,000 electric vehicles [3] - The company is facing penalties from the environmental department for mismanagement related to air pollution regulations, with fines ranging from NT$100,000 to NT$5 million [2]

文 | 新闻联播 台湾高雄小港区三元能源公司1 4日清晨起火 ，现场建筑冒出大量浓烟，有爆炸声传出。 高雄消防部门表示，清晨5时许接获火警后，已出动4 6辆救援车、91人前往救援。现场已 启用机器人进行灌救，事故造成1 2名员工受轻微擦伤、3名消防员受轻微灼伤，均已送医 救治。 据悉，该公司邻近高雄小港机场。小港机场方面回应称，火灾未对航班起降造成影响。 | 联盟官微 | | --- | | 关注政策、项目、企业、市场活动 | | 联盟官方小秘书 | | 入会、入群、产业交流、活动对接 | 三元能源科技高雄锂电池厂是 台湾首家超级电池工厂 ，所生产的高阶、高容量、高充放 电功率的 镍三元电池 ，年产能达 1.8GW （吉瓦），相当于一年可生产2 . 4万辆电动汽车 所需的长程电池量。 目前，起火原因及财产损失情况有待进一步调查。 相关阅读 重磅！五部门发布加强电化学储能安全管理有关工作的通知 尚未扑灭！美国加州又一电池储能设施发生火灾，最坏48小时燃尽 阿里云新加坡数据中心突发火灾，影响评估仍在进行中 采用电池调包等方式通过质检！韩国电池厂火灾调查结果公布 ...

火场距离高雄国际机场不远，引发民众关注是否影响航班，高雄机场方面表示并未受到火警波及，航班运作正 常。 "超级电池工厂"突发爆炸。 今日清晨，位于中国台湾高雄市小港区的岛内首家"超级电池工厂"三元能源科技厂区突然发生爆炸，造成12名 员工及4名消防人员受伤送医。 受此影响，台泥集团股价大幅跳水，盘中一度放量大跌超3%，一度创出2009年第二季度以来的新低。据悉， 此次爆炸起火的"超级电池工厂"属于台泥集团旗下三元能源科技股份有限公司，年产能达1.8GW。 突发爆炸 7月14日早间，环球网综合中时新闻网、联合新闻网7月14日报道，位于高雄市小港区的岛内首家"超级电池工 厂"三元能源科技厂区，今日（14日）清晨5时4分突然发生爆炸，随后冒出大量浓烟，造成12名员工及4名消防 人员受伤送医。起火原因仍待调查。 报道称，高雄市消防局称，14日清晨5时许，台泥集团子公司三元能源科技公司处爆炸起火。随后出动46辆 车、91人前往救火，火势持续控制中，目前12名员工轻微擦伤及4名消防人员轻微灼伤，共15男1女送医。 报道还称，因起火处为锂电池工厂，浓烟密布，高雄市政府提醒市民尽量待在室内，紧闭门窗、减少外出。 联合新闻网称 ...

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~ 本文来源 ： 央视新闻 台湾高雄小港区三元能源公司14日清晨起火 ，现场建筑冒出大量浓烟，有 爆炸声传出 。高雄消防部门表 示，清晨5时许接获火警后，已出动46辆救援车、91人前往救援。现场已启用机器人进行灌救， 事故造成 12名员工受轻微擦伤、3名消防员受轻微灼伤，均已送医救治。 据悉，该公司邻近高雄小港机场。小港机场方面回应称，火灾未对航班起降造成影响。 三元能源科技高雄锂电池厂是 台湾首家超级电池工厂， 所生产的高阶、高容量、高充放电功率的镍三元 电池，年产能达1.8GW（吉瓦），相当于一年可生产2.4万辆电动汽车所需的长程电池量。 目前，起火原因及财产损失情况有待进一步调查。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END ...