<p>據彭博社報道，寧德時代已制定初步計劃，計劃在 12 月初重新啓動位於宜春的建霞窩鋰礦。</p>
<ul>
<li>寧德時代於 8 月 10 日因一項關鍵採礦許可證到期暫停了建霞窩鋰礦的生產，這導致鋰價飆升。</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>（文件照片顯示寧德時代的 LFP 電池單元。圖片來源：CnEVPost）</p>
<p>寧德時代（HKG: 3750，SHE: 300750）據報道，計劃在下個月初重新啓動一座關鍵鋰礦，此前鋰碳酸鹽在中國的價格經歷了劇烈波動。</p>
<p>彭博社今天報道，電池巨頭已制定初步計劃，計劃在 12 月初重新啓動位於宜春的建霞窩鋰礦，引用了消息來源。</p>
<p>消息來源稱，寧德時代已要求供應商和合作夥伴準備設備、化學品和工人，並已通知從該礦提取原材料的煉油廠。</p>
<p>加入我們的 Telegram 或 Google 新聞</p>
<p>彭博社指出，該公司的準備工作並不能保證礦山的監管批准。寧德時代的計劃可能會改變，仍在等待當局的最終批准，消息來源稱。</p>
<p>寧德時代於 8 月 10 日因一項關鍵採礦許可證到期暫停了建霞窩鋰礦的生產，這導致鋰碳酸鹽價格短暫飆升。</p>
<p>當時，寧德時代表示正在積極處理延長採礦許可證的申請。</p>
<p>9 月 30 日，彭博社報道寧德時代的建霞窩礦已獲得儲量批准，離獲得採礦許可證和恢復生產更近一步。</p>
<p>本月早些時候，寧德時代收到了必須支付的採礦權費用通知，這是重新啓動鋰礦運營的重要一步。</p>
<p>鋰是電池的關鍵原材料之一，通常佔電動汽車（EV）車型成本的很大一部分。</p>
<p>鋰碳酸鹽和磷酸鐵是鋰鐵磷（LFP）的主要原材料。宜春位於江西省，是一個鋰生產中心，常被稱為 “亞洲鋰都”。</p>
<p>最近幾天，中國的鋰碳酸鹽價格經歷了顯著的波動。</p>
<p>11 月 19 日，廣州期貨交易所最活躍的鋰碳酸鹽合約一度飆升至每噸人民幣 100,000 元（14,060 美元），創下自 2024 年 6 月以來的最高水平。</p>
<p>今天，最活躍的鋰碳酸鹽期貨合約下跌了每日限制的 9%，收於每噸人民幣 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>寧德時代已開始大規模生產其第五代 LFP 電池</p>
<p>根據其董事長曾毓羣的説法，寧德時代的第五代 LFP 電池在能量密度和循環壽命方面取得了新突破。</p>
<p>（$1 = 人民幣 7.1103）</p>

寧德時代

<p>寧德時代計劃在 12 月初重新啓動位於宜春的建霞窩鋰礦，此前因採礦許可證到期於 8 月暫停生產。該公司已要求供應商和合作夥伴為重啓做好準備，儘管監管批准仍在等待中。鋰價波動劇烈，近期出現了顯著的波動。寧德時代的第五代磷酸鐵鋰電池在能量密度和循環壽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>據彭博社報道，寧德時代已制定初步計劃，計劃在 12 月初重新啓動位於宜春的建霞窩鋰礦。</p>
<ul>
<li>寧德時代於 8 月 10 日因一項關鍵採礦許可證到期暫停了建霞窩鋰礦的生產，這導致鋰價飆升。</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>（文件照片顯示寧德時代的 LFP 電池單元。圖片來源：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>寧德時代（HKG: 3750，SHE: 300750）據報道，計劃在下個月初重新啓動一座關鍵鋰礦，此前鋰碳酸鹽在中國的價格經歷了劇烈波動。</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>彭博社今天報道，電池巨頭已制定初步計劃，計劃在 12 月初重新啓動位於宜春的建霞窩鋰礦，引用了消息來源。</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>消息來源稱，寧德時代已要求供應商和合作夥伴準備設備、化學品和工人，並已通知從該礦提取原材料的煉油廠。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 Telegram 或 Google 新聞</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，該公司的準備工作並不能保證礦山的監管批准。寧德時代的計劃可能會改變，仍在等待當局的最終批准，消息來源稱。</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>寧德時代於 8 月 10 日因一項關鍵採礦許可證到期暫停了建霞窩鋰礦的生產，這導致鋰碳酸鹽價格短暫飆升。</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>當時，寧德時代表示正在積極處理延長採礦許可證的申請。</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，彭博社報道寧德時代的建霞窩礦已獲得儲量批准，離獲得採礦許可證和恢復生產更近一步。</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>本月早些時候，寧德時代收到了必須支付的採礦權費用通知，這是重新啓動鋰礦運營的重要一步。</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>鋰是電池的關鍵原材料之一，通常佔電動汽車（EV）車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>鋰碳酸鹽和磷酸鐵是鋰鐵磷（LFP）的主要原材料。宜春位於江西省，是一個鋰生產中心，常被稱為 “亞洲鋰都”。</p>
</div><p>Lithium carbonate prices have experienced significant volatility in China in recent days.</p>
<div class="lb-trans"><p>最近幾天，中國的鋰碳酸鹽價格經歷了顯著的波動。</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，廣州期貨交易所最活躍的鋰碳酸鹽合約一度飆升至每噸人民幣 100,000 元（14,060 美元），創下自 2024 年 6 月以來的最高水平。</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，最活躍的鋰碳酸鹽期貨合約下跌了每日限制的 9%，收於每噸人民幣 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>寧德時代已開始大規模生產其第五代 LFP 電池</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>根據其董事長曾毓羣的説法，寧德時代的第五代 LFP 電池在能量密度和循環壽命方面取得了新突破。</p>
</div><p>($1 = RMB 7.1103)</p>
<div class="lb-trans"><p>（$1 = 人民幣 7.1103）</p>
</div>

據報道，CATL 計劃在 12 月初重啓其關鍵鋰礦