Report Industry Investment Rating - No information provided Core View of the Report - On October 16, the main contract of lithium carbonate futures fluctuated upwards. The current supply and demand are both strong, the upstream inventory pressure is not large, the expectation of lithium ore supply contraction is weakened, the downstream inventory preparation has reached its peak, and the demand peak may be approaching. It is expected that the lithium carbonate price will fluctuate at a low level. The situation after Jiangxi's mining end submits the production report needs to be observed. It is recommended to short at the upper edge of the short - term range [1] Summary According to Related Content Futures Market - On October 16, 2025, the closing prices of the near - month, continuous - one, continuous - two, and continuous - three contracts of lithium carbonate futures were 73,820 yuan/ton, 74,940 yuan/ton, 75,080 yuan/ton, and 75,080 yuan/ton respectively, with increases of 1,160 yuan/ton, 2,220 yuan/ton, 2,140 yuan/ton, and 2,140 yuan/ton compared to the previous day. The trading volume of the active contract was 268,890 lots (+43,652), and the open interest was 177,951 lots (-10,572). The basis changed from premium to discount [1] Spot Market - The average price of battery - grade lithium carbonate (99.5%, domestic) remained at 73,000 yuan/ton, and the average price of industrial - grade lithium carbonate (99.2%, domestic) remained at 70,750 yuan/ton. The price difference between battery - grade and industrial - grade lithium carbonate was 2,250 yuan/ton, unchanged [1] Raw Material Market - The price of lithium spodumene concentrate (6%, CIF China) increased to 829 US dollars/ton (+1), and the prices of various types of lithium mica and phospho - lithium - aluminum stone also showed an upward trend [1] Downstream Product Market - The average prices of some downstream products such as ternary precursors, ternary materials, and cobalt acid lithium increased, while the average prices of some products such as lithium iron phosphate remained unchanged [1] Inventory - The registered warehouse receipts were 30,456 tons (-2,620). The social inventory decreased, with smelters and downstream reducing inventory, while other sectors increased inventory. The total SMM lithium carbonate inventory was 132,658 tons (-2,143) [1] Industry News - At the 5th Energy Storage Safety Seminar, the "Self - Practice Guide for Container Lithium - Battery Energy Storage Systems" was released, which is the first time the industry has transformed the consensus into systematic practical norms [1] Supply and Demand - In terms of supply, the lithium carbonate production increased last week, and the production is expected to increase in October. In terms of demand, the production of lithium iron phosphate and ternary materials increased last week, the production of power batteries increased last week, the production of lithium carbonate and lithium hydroxide is expected to increase in October, the production and sales growth rate of new energy vehicles slowed down in September, the 3C shipment volume was average, and the production plan of energy - storage batteries increased in October [1]

Core Viewpoint - The forum emphasizes the critical importance of safety in the energy storage industry, highlighting the need for a comprehensive safety evaluation system and collaborative efforts across various sectors to mitigate risks associated with lithium-ion battery storage [9][11][37]. Group 1: Event Overview - The fifth Energy Storage Safety Forum and the National Key R&D Program project meeting were held in Tianjin, attracting over 600 participants and more than 40,000 online viewers [2]. - The event was co-hosted by several organizations, including the Zhongguancun Energy Storage Industry Technology Alliance and the Tianjin Fire Research Institute [3][5]. Group 2: Key Presentations - Professor Zhang Laibin discussed the advantages and challenges of using deep underground space for physical energy storage, emphasizing the importance of addressing safety issues for better development [15]. - Professor Sun Jinhua presented a systematic solution for fire safety in electrochemical energy storage, advocating for a three-tiered safety approach [16]. - Professor Xie Jia highlighted the significant energy contained in a 20-foot 314Ah energy storage container, equating it to 24 tons of TNT, and stressed the need for effective thermal runaway prevention strategies [19]. - Professor Chen Haosen introduced AI technologies for enhancing battery safety, focusing on real-time monitoring and predictive maintenance [20]. Group 3: Safety Evaluation and Guidelines - The Tianjin Fire Research Institute has developed a comprehensive safety evaluation system for lithium-ion battery storage, covering all levels from individual cells to entire power stations [23]. - The release of the "Self-Regulation Practice Guide" marks a significant milestone for the industry, providing normative guidance for containerized lithium battery storage systems [27][30]. Group 4: Forum Discussions - The forum included three parallel sub-forums focusing on safety technology innovations, fault diagnosis, and AI applications in energy storage safety [31][33][34]. - Experts shared insights on enhancing system reliability through advanced management techniques and the integration of AI for predictive safety measures [33][34]. Group 5: Conclusion and Future Outlook - The forum underscored the consensus that safety is the foundation for the scalable development of the energy storage industry, emphasizing the need to establish robust safety standards to maximize the sector's value in energy transition [37].

Core Viewpoint - The rapid development of lithium-ion battery technology in energy storage raises critical safety concerns that the industry must address [1][3]. Group 1: Release of Guidelines - The "Self-Regulatory Practice Guidelines" for container lithium battery energy storage systems was released at the fifth Energy Storage Safety Seminar in Tianjin on October 16 [1][3]. - This document, initiated by the Zhongguancun Energy Storage Industry Technology Alliance and 25 leading companies, is the first normative guidance for the industry [1][3]. Group 2: Objectives of the Guidelines - The guidelines aim to promote technological iteration and safety performance upgrades in energy storage products, shifting the industry focus from price competition to safety and value creation [3]. - Core principles outlined in the guidelines include "safety first, controllable risks, green and low-carbon, compatibility, and traceable quality" [3]. Group 3: Safety Concerns - As of May this year, there have been 167 reported incidents of fires and explosions in energy storage systems globally, highlighting significant safety risks [4]. - Increased frequency of energy storage system usage poses greater safety challenges for energy storage stations [4]. Group 4: Market Dynamics - The average price of energy storage systems has dropped by approximately 80% over the past three years, with some recent bids falling below 0.4 yuan/Wh, which deviates significantly from costs [5]. - The industry is experiencing chaotic expansion, with over 300,000 registered energy storage companies, leading to a potential market shakeout where many companies may be eliminated [5]. Group 5: Emphasis on Safety - Safety is emphasized as the foundation for the development of energy storage; any safety incidents could undermine investment logic and public trust in the industry [5].

文 | 中关村储能产业技术联盟 20 2 5年1 0月1 6日， 第五届储能安全研讨会暨国家重点研发计划项目"国际锂离子电池储能安全评价关键技术合作研发"研讨会 在天津梅 江中心皇冠假日酒店隆重开幕。 本届论坛由 中关村储能产业技术联盟、应急管理部天津消防研究所、天津大学国家储能技术产教融合创新平台 共同主办，恰逢天津大 学建校1 3 0周年与应急管理部天津消防研究所建所6 0周年，具有承前启后的特殊意义，汇聚了政、产、学、研各界力量6 00余人现场参 与，线上观看人次突破4万，共同为储能产业的安全与可持续发展献计献策。 盛会启幕 汇聚行业领袖，共绘安全蓝图 开幕式汇聚了行业主管部门、权威专家与企业精英，国家能源局安全司、工业和信息化部电子信息司相关领导，中国工程院院士、中国 石油大学（北京）教授张来斌，欧盟科学院院士、中国科学技术大学教授孙金华，以及各主办方代表共同出席。 本届会议的成功召开，还得到了科华数能、远景能源、天合储能、派能科技、西清能源、融和元储、采日能源、壳牌（中国）、精控能 源、东方日升、CSA集团、苏州UL美华认证等单位的大力支持。 李斌 天津大学党委常委、副校长、教授 孙正运 中国能源研 ...

本报讯 （记者郭冀川）10月16日，在第五届储能安全研讨会暨国家重点研发计划项目"国际锂离子电池 储能安全评价关键技术合作研发"研讨会现场，《集装箱锂电池储能系统自律实践指南》（以下简称 《自律实践指南》）发布。该文件由中关村储能产业技术联盟牵头，联盟常务理事会成员等25家行业龙 头企业共同发起制定，是针对集装箱锂电池储能系统的规范性指导文件。 （编辑 郭之宸） 《自律实践指南》将"安全优先、风险可控、绿色低碳、兼容互通、质量可溯"作为未来储能系统设计的 核心原则，对系统参数、关键子系统、零部件作出底线要求，针对目前行业关切的大规模火烧试验、消 防有效性评估、系统可靠性评估、信息安全以及电池热管理和易维护性等作出推荐性要求，同时向储能 系统集成、电池的生产质量管理提出延伸要求。 中关村储能产业技术联盟将在官网对《自律实践指南》进行为期两周的公示，截至10月31日，公示期满 后，联盟将组织相关企业与专家共同研讨，推动《自律实践指南》的最终定稿与正式发布。 ...

贝壳财经记者翻阅发现，《自律实践指南》提出将"安全优先、风险可控、绿色低碳、兼容互通、质量 可溯"作为未来储能系统设计的核心原则，对系统参数、关键子系统、零部件作出底线要求，针对目前 行业关切的大规模火烧试验、消防有效性评估、系统可靠性评估、信息安全以及电池热管理和易维护性 等作出推荐性要求。 安全是储能的生命线。今年5月，国家能源局等五部门联合下发《关于加强电化学储能安全管理有关工 作的通知》，通知明确要从"提升电池系统本质安全水平、开展电化学储能项目安全条件和设施论证评 价、进一步完善电化学储能相关标准规范、落实电化学储能项目安全监管责任、加强部门工作联动和信 息共享、落实企业安全生产主体责任"六方面强化安全管理。 编辑 陈莉 校对 柳宝庆 新京报贝壳财经讯（记者朱玥怡）10月16日，贝壳财经记者自中关村储能产业技术联盟（"联盟"）获 悉，由联盟牵头、联盟常务理事会成员等25家行业龙头企业共同发起制定的《集装箱锂电池储能系统自 律实践指南》（"《自律实践指南》"）正式发布。该文件据介绍是行业首份针对集装箱锂电池储能系统 的规范性指导文件，也是行业首次将共识转化为系统性实践规范。 《自律实践指南》显示，其制 ...

该文件由中关村储能产业技术联盟牵头，联盟常务理事会成员等25家行业龙头企业共同发起制定，是行 业首份针对集装箱锂电池储能系统的规范性指导文件，也是行业首次将共识转化为系统性实践规范。 ...

文 | 中关村储能产业技术联盟 安全，是储能产业行稳致远的生命线，而自律，则是维系这条生命线的坚实保障。本次发布的《自律实践指南》，旨在通过规范性的指 导，推动储能产品技术迭代与安全性能升级， 引导行业从以往的价格竞争，逐步迈向注重安全性能与价值创造的良性发展轨道。 《自律实践指南》 将"安全优先、风险可控、绿色低碳、兼容互通、质量可溯"作为未来储能系统设计的核心原则，对系统参数、关键 子系统、零部件 作出底线要求 ，针对目前行业关切的大规模火烧试验、消防有效性评估、系统可靠性评估、信息安全以及电池热管理 和易维护性等 作出推荐性要求 ，同时向储能系统集成、电池的生产质量管理 提出延伸要求。联盟后续将积极向储能用户方推广，使其 成为行业普遍认可的最佳实践指南。 我们坚信，这将为储能产业的健康、可持续发展注入强大动力，引领行业高质量发展。 即日起，中关村储能产业技术联盟将在官网对《自律实践指南》进行为期两周的公示，截止到10月31日， 并诚挚邀请更多产业链企业 参与共建、贡献智慧。 公示期满后，联盟将组织相关企业与专家共同研讨，推动《自律实践指南》的最终定稿与正式发布。 本届储能安全研讨会 由中关村储能产业技术 ...