<p>据彭博社报道，宁德时代已制定初步计划，计划在 12 月初重新启动位于宜春的建霞窝锂矿。</p>
<ul>
<li>宁德时代于 8 月 10 日因一项关键采矿许可证到期暂停了建霞窝锂矿的生产，这导致锂价飙升。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025112108495124.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025112108495124.jpg"/></p>
<p>（文件照片显示宁德时代的 LFP 电池单元。图片来源：CnEVPost）</p>
<p>宁德时代（HKG: 3750，SHE: 300750）据报道，计划在下个月初重新启动一座关键锂矿，此前锂碳酸盐在中国的价格经历了剧烈波动。</p>
<p>彭博社今天报道，电池巨头已制定初步计划，计划在 12 月初重新启动位于宜春的建霞窝锂矿，引用了消息来源。</p>
<p>消息来源称，宁德时代已要求供应商和合作伙伴准备设备、化学品和工人，并已通知从该矿提取原材料的炼油厂。</p>
<p>加入我们的 Telegram 或 Google 新闻</p>
<p>彭博社指出，该公司的准备工作并不能保证矿山的监管批准。宁德时代的计划可能会改变，仍在等待当局的最终批准，消息来源称。</p>
<p>宁德时代于 8 月 10 日因一项关键采矿许可证到期暂停了建霞窝锂矿的生产，这导致锂碳酸盐价格短暂飙升。</p>
<p>当时，宁德时代表示正在积极处理延长采矿许可证的申请。</p>
<p>9 月 30 日，彭博社报道宁德时代的建霞窝矿已获得储量批准，离获得采矿许可证和恢复生产更近一步。</p>
<p>本月早些时候，宁德时代收到了必须支付的采矿权费用通知，这是重新启动锂矿运营的重要一步。</p>
<p>锂是电池的关键原材料之一，通常占电动汽车（EV）车型成本的很大一部分。</p>
<p>锂碳酸盐和磷酸铁是锂铁磷（LFP）的主要原材料。宜春位于江西省，是一个锂生产中心，常被称为 “亚洲锂都”。</p>
<p>最近几天，中国的锂碳酸盐价格经历了显著的波动。</p>
<p>11 月 19 日，广州期货交易所最活跃的锂碳酸盐合约一度飙升至每吨人民币 100,000 元（14,060 美元），创下自 2024 年 6 月以来的最高水平。</p>
<p>今天，最活跃的锂碳酸盐期货合约下跌了每日限制的 9%，收于每吨人民币 91,020 元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111208155478-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111208155478-768x432.jpg"/></p>
<p>宁德时代已开始大规模生产其第五代 LFP 电池</p>
<p>根据其董事长曾毓群的说法，宁德时代的第五代 LFP 电池在能量密度和循环寿命方面取得了新突破。</p>
<p>（$1 = 人民币 7.1103）</p>

宁德时代

<p>宁德时代计划在 12 月初重新启动位于宜春的建霞窝锂矿，此前因采矿许可证到期于 8 月暂停生产。该公司已要求供应商和合作伙伴为重启做好准备，尽管监管批准仍在等待中。锂价波动剧烈，近期出现了显著的波动。宁德时代的第五代磷酸铁锂电池在能量密度和循环寿命方面取得了新的突破</p>

<blockquote>
<ul>
<li>CATL has drawn up a preliminary plan to restart its Jianxiawo lithium mine in Yichun by early December, Bloomberg reported.</li>
<li>CATL suspended production at the Jianxiawo lithium mine on August 10 due to the expiration of a key mining permit, which had triggered a surge in lithium prices.</li>
</ul>
</blockquote>
<div class="lb-trans"><p>据彭博社报道，宁德时代已制定初步计划，计划在 12 月初重新启动位于宜春的建霞窝锂矿。</p>
<ul>
<li>宁德时代于 8 月 10 日因一项关键采矿许可证到期暂停了建霞窝锂矿的生产，这导致锂价飙升。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025112108495124.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025112108495124.jpg"/></p>
<p>(File photo shows a CATL LFP battery cell. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（文件照片显示宁德时代的 LFP 电池单元。图片来源：CnEVPost）</p>
</div><p>CATL (HKG: 3750, SHE: 300750) reportedly aims to restart a key lithium mine early next month following recent rollercoaster price movements for lithium carbonate in China.</p>
<div class="lb-trans"><p>宁德时代（HKG: 3750，SHE: 300750）据报道，计划在下个月初重新启动一座关键锂矿，此前锂碳酸盐在中国的价格经历了剧烈波动。</p>
</div><p>The battery giant has formulated a preliminary plan to restart its Jianxiawo lithium mine in Yichun by early December, Bloomberg reported today, citing sources.</p>
<div class="lb-trans"><p>彭博社今天报道，电池巨头已制定初步计划，计划在 12 月初重新启动位于宜春的建霞窝锂矿，引用了消息来源。</p>
</div><p>CATL has asked suppliers and partners to prepare equipment, chemicals, and workers, and has notified refineries that extract raw materials from the mine, the sources said.</p>
<div class="lb-trans"><p>消息来源称，宁德时代已要求供应商和合作伙伴准备设备、化学品和工人，并已通知从该矿提取原材料的炼油厂。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google 新闻</p>
</div><p>The company's preparations do not guarantee regulatory approval for the mine, Bloomberg noted. CATL's plans may change and are still awaiting final approval from authorities, the sources said.</p>
<div class="lb-trans"><p>彭博社指出，该公司的准备工作并不能保证矿山的监管批准。宁德时代的计划可能会改变，仍在等待当局的最终批准，消息来源称。</p>
</div><p>CATL suspended production at the Jianxiawo lithium mine on August 10 due to the expiration of a key mining license, which briefly caused a surge in lithium carbonate prices.</p>
<div class="lb-trans"><p>宁德时代于 8 月 10 日因一项关键采矿许可证到期暂停了建霞窝锂矿的生产，这导致锂碳酸盐价格短暂飙升。</p>
</div><p>CATL said at the time that it was actively processing the application to extend the mining license.</p>
<div class="lb-trans"><p>当时，宁德时代表示正在积极处理延长采矿许可证的申请。</p>
</div><p>On September 30, Bloomberg reported that CATL's Jianxiawo mine had received reserve approval, bringing it closer to obtaining a mining license and resuming production.</p>
<div class="lb-trans"><p>9 月 30 日，彭博社报道宁德时代的建霞窝矿已获得储量批准，离获得采矿许可证和恢复生产更近一步。</p>
</div><p>Earlier this month, CATL was notified of the mining rights fees it must pay, a crucial step toward restarting operations at the lithium mine.</p>
<div class="lb-trans"><p>本月早些时候，宁德时代收到了必须支付的采矿权费用通知，这是重新启动锂矿运营的重要一步。</p>
</div><p>Lithium is one of the key raw materials for batteries, which typically account for a significant portion of the cost in an electric vehicle (EV) model.</p>
<div class="lb-trans"><p>锂是电池的关键原材料之一，通常占电动汽车（EV）车型成本的很大一部分。</p>
</div><p>Lithium carbonate and iron phosphate are the primary raw materials for lithium iron phosphate (LFP). Yichun, located in Jiangxi province, is a lithium production hub often referred to as the &#34;Lithium Capital of Asia.&#34;</p>
<div class="lb-trans"><p>锂碳酸盐和磷酸铁是锂铁磷（LFP）的主要原材料。宜春位于江西省，是一个锂生产中心，常被称为 “亚洲锂都”。</p>
</div><p>Lithium carbonate prices have experienced significant volatility in China in recent days.</p>
<div class="lb-trans"><p>最近几天，中国的锂碳酸盐价格经历了显著的波动。</p>
</div><p>On November 19, the most actively traded lithium carbonate contract on the Guangzhou Futures Exchange briefly surged above RMB 100,000 ($14,060) per ton, hitting its highest level since June 2024.</p>
<div class="lb-trans"><p>11 月 19 日，广州期货交易所最活跃的锂碳酸盐合约一度飙升至每吨人民币 100,000 元（14,060 美元），创下自 2024 年 6 月以来的最高水平。</p>
</div><p>Today, the most active lithium carbonate futures contract fell by the daily limit of 9 percent, closing at RMB 91,020 per ton.</p>
<div class="lb-trans"><p>今天，最活跃的锂碳酸盐期货合约下跌了每日限制的 9%，收于每吨人民币 91,020 元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111208155478-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111208155478-768x432.jpg"/></p>
<p>CATL has started mass production of its 5th-gen LFP batteries</p>
<div class="lb-trans"><p>宁德时代已开始大规模生产其第五代 LFP 电池</p>
</div><p>CATL's fifth-generation LFP batteries have achieved new breakthroughs in energy density and cycle life, according to its chairman Robin Zeng.</p>
<div class="lb-trans"><p>根据其董事长曾毓群的说法，宁德时代的第五代 LFP 电池在能量密度和循环寿命方面取得了新突破。</p>
</div><p>($1 = RMB 7.1103)</p>
<div class="lb-trans"><p>（$1 = 人民币 7.1103）</p>
</div>

据报道，CATL 计划在 12 月初重启其关键锂矿