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2025年H1三元材料市场盘点:国内产量32.1万吨,同比增长7.3%
鑫椤锂电· 2025-07-12 01:03
本文来源 :鑫椤锂电 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~ 全球维度下, 2025年H1国内三元材料企业的份额占比首次突破七成,来到70.5%,在全球TOP10中占 据7席。 2025年的三元材料市场呈现较为明显的"内强外弱"特点。 根据ICC鑫椤锂电统计数据显示, 2025年1-6月中国三元材料产量为32.1万吨,同比增长7.3%,全球三 元材料产量为45.5万吨,同比下滑4.5%。 数据来源:ICC鑫椤锂电 从材料型号来看: 中镍高电压延续着强势增长态势,受益于问界、理想、小米等热销车型以及下游新项目 送样测试需求带动,国内市场渗透率已来到 35%;高镍材料方面更多是来自宁德时代、LGES等电池企业 的项目需求; 受此影响,传统中低镍材料市场份额进一步压缩。 数据来源:ICC鑫椤锂电 从市场竞争格局来看: 国内三元 CR3集中度已来到53.9%,相较于2024年的47.9%提升了6个百分点。 南通瑞翔受益于中镍高电压产品的订单走俏,产销同比增速超60%,登顶行业TOP,容百科技和天津巴莫 则依靠自身高镍订单带动,紧随其后。 数据来源:ICC鑫椤锂电 备 ...
2025高工新能源新材料产业大会 | 厦钨新能源、湖南恩捷、赣锋锂业等将做主题演讲
高工锂电· 2025-07-05 10:47
Core Viewpoint - The industrialization of solid-state batteries requires a collaborative innovation across the entire material system, focusing on the reconstruction of the electrochemical environment within the battery [1] Group 1: Solid-State Battery Materials - The iteration of cathode materials is crucial for achieving performance breakthroughs in solid-state batteries, with companies like Rongbai Technology advancing their first-generation 8-series ternary materials to ton-level verification, matching the cost of liquid batteries [2] - The second-generation 9-series ultra-high nickel materials with a capacity greater than 230mAh/g have been shipped to major clients, while the third-generation lithium-rich manganese-based materials (capacity > 300mAh/g) are in joint development, aiming for small batch shipments by 2025 [2] - Xiamen Tungsten's new "NL" cathode material structure shows significant improvements in energy density and rate performance due to its stable structure and wider interlayer spacing [2] Group 2: Cost Reduction and Production Capacity - The use of inexpensive metals instead of precious metals in materials presents significant long-term cost reduction potential, with current production capacity at the kiloton level, primarily targeting low-altitude economy and 3C consumer sectors [3] - Hunan Enjie, a subsidiary of Enjie Co., is innovating in the solid-state battery sector by adopting a "one-step" carbon thermal reduction process to produce high-purity lithium sulfide, with a hundred-ton production capacity established [3] - Enjie predicts that the price of lithium sulfide may drop to 500,000 yuan per ton within the next 3-5 years [3] Group 3: Electrolyte Development - Enjie is building a full-chain advantage from "electrolyte powder" to "electrolyte film," with a high ionic conductivity of 6mS/cm for its nanometer-level sulfide electrolyte powder and plans for a kiloton production line [4] - Xiamen Tungsten is developing a unique lithium sulfide synthesis process, claiming significant advantages in purity and cost, and is preparing to promote it to domestic and international clients [4] - Rongbai Technology is also actively developing optimized particle size distribution for sulfide electrolytes, with pilot verification planned for the fourth quarter of the same year [4] Group 4: Supporting Materials and Integration - BlueTing New Energy has introduced metal-organic framework (MOF) materials, which enhance lithium-ion conduction and extend the cycle life of solid-state batteries by 30-50% [4] - BlueTing has combined MOF with inorganic electrolytes to define a "super solid-state electrolyte (SSE)" and has formed strategic partnerships with electrolyte companies to provide interface solutions for mainstream technology routes [5] - Ganfeng Lithium, as a "full-stack integrator," has achieved milestone breakthroughs in battery cells, realizing small batch production of lithium metal batteries with an energy density of 500Wh/kg [6] Group 5: Market Applications - Ganfeng is expanding the application of semi-solid and solid-state batteries from electric vehicles to low-altitude economy aircraft and high-end consumer electronics, showcasing a complete closed-loop from materials to commercialization [6]
当升科技2024年营收75.93亿元,加速布局固态电池与资源整合
Ju Chao Zi Xun· 2025-04-01 07:43
此外,公司加速推进下一代电池材料市场化进程。在固态锂电材料商业化应用方面,公司持续走在行业前列,报告期内累计出 货近千吨,同比数倍增长。其中,固态锂电相关材料批量导入清陶、卫蓝、辉能、赣锋等固态电池客户,通过鹏辉、瑞浦兰钧 等客户性能测试并获得吨级订单,可应用于无人机、eVTOL低空飞行器及人形机器人等领域,前景广阔。 (校对/黄仁贵) 公司始终秉持创新驱动发展理念,持续打造新材料产品、新技术体系、新电池路线,加速推进科技成果的高效转化应用,不断 引领行业技术进步升级。公司在高镍、中镍高电压、钴酸锂、磷酸(锰)铁锂及下一代电池材料等领域形成了完整的产品布 局。 报告期内,公司紧密围绕动力、储能、小型三大应用领域,在高镍、超高镍、中镍高电压、磷酸(锰)铁锂及下一代电池材料 等领域积极推进与下游客户的全方位合作,深度绑定核心客户。 3月31日,当升科技发布2024年年度业绩报告。报告显示,公司全年实现营业收入75.93亿元,同比下降49.8%;归属于上市公司 股东的净利润4.72亿元,同比下滑75.48%;扣除非经常性损益的净利润2.73亿元,同比下降86.23%。公司在高镍、中镍高电压、 钴酸锂、磷酸(锰)铁锂 ...