 - Ronbay 將從 2026 年第一季度至 2031 年向 CATL 供應 305 萬噸 LFP 正極材料。
 - CATL 還在投資另一家中國 LFP 材料供應商 Fulin Precision Machining。
<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011405282355.jpg"/>
(文件照片顯示了 CATL 的電池包。圖片來源：CnEVPost)
CATL（港股代碼：3750，深股代碼：300750）已獲得一項巨大的磷酸鐵鋰（LFP）材料訂單，並投資於另一家鋰供應商，因為全球最大的動力電池製造商鎖定了未來關鍵材料的供應。
根據週二的交易所公告，上海上市的寧波融貝新能源科技（SHA：688005）已與 CATL 簽署 LFP 正極材料協議，將在 2026 年第一季度至 2031 年期間向該電池製造商供應。
融貝預計在協議期間向 CATL 供應 305 萬噸 LFP 正極材料，銷售總額超過 1200 億元人民幣（172 億美元）。
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這代表了迄今為止鋰和電池行業最大的訂單，引起了廣泛關注。
上海證券交易所隨後要求融貝補充披露協議下具體的年度生產能力承諾和公司的履約能力，根據另一份公告。
融貝還被要求澄清包括原材料價格波動風險、採購需求不確定性和生產能力儲備不可預測性等因素的潛在影響。
融貝的主要產品是電池正極材料，特別是三元材料。它於 2025 年正式進入 LFP 領域。
除了與融貝的重大訂單外，CATL 還計劃投資另一家中國 LFP 材料供應商 Fulin Precision Machining（深股代碼：300432）。
深圳上市的 Fulin 週二在股票交易所公告中表示，將通過私募引入 CATL 作為戰略投資者，計劃籌集總額 31.8 億元人民幣。
CATL 之前在 Fulin 中沒有股份，但在發行完成後將獲得超過 5% 的股份。
Fulin 計劃將籌集的資金用於包括 50 萬噸高端 LFP 材料年產能的能源存儲項目和電動汽車電驅動系統的關鍵組件。
CATL 的雙重舉措正值中國鋰價大幅上漲。自 12 月以來，中國電池級碳酸鋰現貨價格已上漲 73%，從每噸 95,000 元人民幣上漲至 164,000 元人民幣。
中國碳酸鋰價格
電池級 工業級
<table>
<thead>
<tr>
<th>日期</th>
<th>電池級 (人民幣/噸)</th>
<th>工業級 (人民幣/噸)</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025-01-01</td>
<td>75,700</td>
<td>75,050</td>
</tr>
<tr>
<td>2025-01-02</td>
<td>75,050</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-03</td>
<td>75,300</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-06</td>
<td>75,000</td>
<td>72,950</td>
</tr>
<tr>
<td>2025-01-07</td>
<td>75,250</td>
<td>73,200</td>
</tr>
<tr>
<td>2025-01-08</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-09</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-10</td>
<td>75,550</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-01-13</td>
<td>75,650</td>
<td>73,600</td>
</tr>
<tr>
<td>2025-01-14</td>
<td>75,800</td>
<td>73,750</td>
</tr>
<tr>
<td>2025-01-15</td>
<td>76,150</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-01-16</td>
<td>76,350</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-01-17</td>
<td>76,900</td>
<td>74,600</td>
</tr>
<tr>
<td>2025-01-20</td>
<td>77,500</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-21</td>
<td>77,500</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-22</td>
<td>77,250</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-23</td>
<td>77,250</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-01-26</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-05</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-06</td>
<td>77,400</td>
<td>75,200</td>
</tr>
<tr>
<td>2025-02-07</td>
<td>77,100</td>
<td>74,900</td>
</tr>
<tr>
<td>2025-02-08</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-10</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-11</td>
<td>76,900</td>
<td>74,700</td>
</tr>
<tr>
<td>2025-02-12</td>
<td>76,750</td>
<td>74,550</td>
</tr>
<tr>
<td>2025-02-13</td>
<td>76,600</td>
<td>74,550</td>
</tr>
<tr>
<td>2025-02-14</td>
<td>76,500</td>
<td>74,500</td>
</tr>
<tr>
<td>2025-02-17</td>
<td>76,400</td>
<td>74,450</td>
</tr>
<tr>
<td>2025-02-18</td>
<td>76,250</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-19</td>
<td>76,250</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-20</td>
<td>76,150</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-21</td>
<td>76,150</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-24</td>
<td>76,100</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-02-25</td>
<td>76,000</td>
<td>74,200</td>
</tr>
<tr>
<td>2025-02-26</td>
<td>75,900</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-02-27</td>
<td>75,900</td>
<td>74,100</td>
</tr>
<tr>
<td>2025-02-28</td>
<td>75,800</td>
<td>74,000</td>
</tr>
<tr>
<td>2025-03-03</td>
<td>75,650</td>
<td>73,850</td>
</tr>
<tr>
<td>2025-03-04</td>
<td>75,650</td>
<td>73,850</td>
</tr>
<tr>
<td>2025-03-05</td>
<td>75,500</td>
<td>73,700</td>
</tr>
<tr>
<td>2025-03-06</td>
<td>75,200</td>
<td>73,400</td>
</tr>
<tr>
<td>2025-03-07</td>
<td>75,300</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-03-10</td>
<td>75,400</td>
<td>73,600</td>
</tr>
<tr>
<td>2025-03-11</td>
<td>75,350</td>
<td>73,550</td>
</tr>
<tr>
<td>2025-03-12</td>
<td>75,300</td>
<td>73,500</td>
</tr>
<tr>
<td>2025-03-13</td>
<td>75,250</td>
<td>73,450</td>
</tr>
<tr>
<td>2025-03-14</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-17</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-18</td>
<td>75,100</td>
<td>73,300</td>
</tr>
<tr>
<td>2025-03-19</td>
<td>75,000</td>
<td>73,200</td>
</tr>
<tr>
<td>2025-03-20</td>
<td>74,800</td>
<td>73,000</td>
</tr>
<tr>
<td>2025-03-21</td>
<td>74,350</td>
<td>72,500</td>
</tr>
<tr>
<td>2025-03-24</td>
<td>74,250</td>
<td>72,400</td>
</tr>
<tr>
<td>2025-03-25</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-26</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-27</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-28</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-03-31</td>
<td>74,150</td>
<td>72,300</td>
</tr>
<tr>
<td>2025-04-01</td>
<td>74,050</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-02</td>
<td>74,100</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-03</td>
<td>74,000</td>
<td>72,200</td>
</tr>
<tr>
<td>2025-04-07</td>
<td>73,900</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-04-08</td>
<td>73,100</td>
<td>71,300</td>
</tr>
<tr>
<td>2025-04-09</td>
<td>71,900</td>
<td>70,500</td>
</tr>
<tr>
<td>2025-04-10</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-11</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-14</td>
<td>70,500</td>
<td>69,100</td>
</tr>
<tr>
<td>2025-04-15</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-16</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-17</td>
<td>70,750</td>
<td>69,350</td>
</tr>
<tr>
<td>2025-04-18</td>
<td>70,550</td>
<td>69,150</td>
</tr>
<tr>
<td>2025-04-21</td>
<td>70,450</td>
<td>69,150</td>
</tr>
<tr>
<td>2025-04-22</td>
<td>70,150</td>
<td>69,050</td>
</tr>
<tr>
<td>2025-04-23</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-24</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-25</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-27</td>
<td>69,600</td>
<td>68,100</td>
</tr>
<tr>
<td>2025-04-28</td>
<td>68,800</td>
<td>67,300</td>
</tr>
<tr>
<td>2025-04-29</td>
<td>68,700</td>
<td>67,000</td>
</tr>
<tr>
<td>2025-04-30</td>
<td>67,700</td>
<td>66,000</td>
</tr>
<tr>
<td>2025-05-06</td>
<td>66,600</td>
<td>64,900</td>
</tr>
<tr>
<td>2025-05-07</td>
<td>66,200</td>
<td>64,500</td>
</tr>
<tr>
<td>2025-05-08</td>
<td>65,700</td>
<td>64,000</td>
</tr>
<tr>
<td>2025-05-09</td>
<td>65,250</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-12</td>
<td>65,250</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-13</td>
<td>65,050</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-14</td>
<td>64,950</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-15</td>
<td>64,950</td>
<td>63,550</td>
</tr>
<tr>
<td>2025-05-16</td>
<td>64,650</td>
<td>63,250</td>
</tr>
<tr>
<td>2025-05-19</td>
<td>63,850</td>
<td>62,450</td>
</tr>
<tr>
<td>2025-05-20</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-21</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-22</td>
<td>63,000</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-23</td>
<td>62,650</td>
<td>60,850</td>
</tr>
<tr>
<td>2025-05-26</td>
<td>61,750</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-27</td>
<td>62,000</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-28</td>
<td>62,000</td>
<td>60,350</td>
</tr>
<tr>
<td>2025-05-29</td>
<td>61,000</td>
<td>59,350</td>
</tr>
<tr>
<td>2025-05-30</td>
<td>61,000</td>
<td>59,350</td>
</tr>
<tr>
<td>2025-06-03</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-04</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-05</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-06</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-09</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-10</td>
<td>60,800</td>
<td>59,150</td>
</tr>
<tr>
<td>2025-06-11</td>
<td>60,900</td>
<td>59,250</td>
</tr>
<tr>
<td>2025-06-12</td>
<td>60,900</td>
<td>59,250</td>
</tr>
<tr>
<td>2025-06-13</td>
<td>60,700</td>
<td>59,050</td>
</tr>
<tr>
<td>2025-06-16</td>
<td>60,450</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-17</td>
<td>60,350</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-18</td>
<td>60,350</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-19</td>
<td>60,200</td>
<td>58,700</td>
</tr>
<tr>
<td>2025-06-20</td>
<td>60,000</td>
<td>58,600</td>
</tr>
<tr>
<td>2025-06-23</td>
<td>59,900</td>
<td>58,500</td>
</tr>
<tr>
<td>2025-06-24</td>
<td>60,000</td>
<td>58,600</td>
</tr>
<tr>
<td>2025-06-25</td>
<td>60,200</td>
<td>58,800</td>
</tr>
<tr>
<td>2025-06-26</td>
<td>60,700</td>
<td>59,300</td>
</tr>
<tr>
<td>2025-06-27</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-06-30</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-07-01</td>
<td>61,400</td>
<td>60,000</td>
</tr>
<tr>
<td>2025-07-02</td>
<td>61,800</td>
<td>60,400</td>
</tr>
<tr>
<td>2025-07-03</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-04</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-07</td>
<td>62,300</td>
<td>60,900</td>
</tr>
<tr>
<td>2025-07-08</td>
<td>62,500</td>
<td>61,250</td>
</tr>
<tr>
<td>2025-07-09</td>
<td>62,800</td>
<td>61,750</td>
</tr>
<tr>
<td>2025-07-10</td>
<td>63,000</td>
<td>61,950</td>
</tr>
<tr>
<td>2025-07-11</td>
<td>63,000</td>
<td>61,950</td>
</tr>
<tr>
<td>2025-07-14</td>
<td>63,700</td>
<td>62,650</td>
</tr>
<tr>
<td>2025-07-15</td>
<td>64,500</td>
<td>63,450</td>
</tr>
<tr>
<td>2025-07-16</td>
<td>64,500</td>
<td>63,450</td>
</tr>
<tr>
<td>2025-07-17</td>
<td>65,000</td>
<td>63,950</td>
</tr>
<tr>
<td>2025-07-18</td>
<td>66,000</td>
<td>64,950</td>
</tr>
<tr>
<td>2025-07-21</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-07-22</td>
<td>71,000</td>
<td>69,950</td>
</tr>
<tr>
<td>2025-07-23</td>
<td>70,650</td>
<td>69,600</td>
</tr>
<tr>
<td>2025-07-24</td>
<td>75,000</td>
<td>73,950</td>
</tr>
<tr>
<td>2025-07-25</td>
<td>77,000</td>
<td>75,950</td>
</tr>
<tr>
<td>2025-07-28</td>
<td>75,000</td>
<td>73,950</td>
</tr>
<tr>
<td>2025-07-29</td>
<td>72,000</td>
<td>70,950</td>
</tr>
<tr>
<td>2025-07-30</td>
<td>72,000</td>
<td>70,950</td>
</tr>
<tr>
<td>2025-07-31</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-01</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-04</td>
<td>69,000</td>
<td>67,950</td>
</tr>
<tr>
<td>2025-08-05</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-06</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-07</td>
<td>68,000</td>
<td>66,950</td>
</tr>
<tr>
<td>2025-08-08</td>
<td>70,000</td>
<td>68,950</td>
</tr>
<tr>
<td>2025-08-11</td>
<td>78,000</td>
<td>76,950</td>
</tr>
<tr>
<td>2025-08-12</td>
<td>80,000</td>
<td>78,950</td>
</tr>
<tr>
<td>2025-08-13</td>
<td>82,000</td>
<td>80,950</td>
</tr>
<tr>
<td>2025-08-14</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-15</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-18</td>
<td>86,500</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-08-19</td>
<td>86,500</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-08-20</td>
<td>83,000</td>
<td>81,950</td>
</tr>
<tr>
<td>2025-08-21</td>
<td>82,000</td>
<td>80,950</td>
</tr>
<tr>
<td>2025-08-22</td>
<td>80,500</td>
<td>79,450</td>
</tr>
<tr>
<td>2025-08-25</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-26</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-27</td>
<td>79,500</td>
<td>78,450</td>
</tr>
<tr>
<td>2025-08-28</td>
<td>77,500</td>
<td>76,450</td>
</tr>
<tr>
<td>2025-08-29</td>
<td>77,250</td>
<td>76,200</td>
</tr>
<tr>
<td>2025-09-01</td>
<td>77,000</td>
<td>75,850</td>
</tr>
<tr>
<td>2025-09-02</td>
<td>75,250</td>
<td>74,250</td>
</tr>
<tr>
<td>2025-09-03</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-04</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-05</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-06</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-07</td>
<td>73,500</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-08</td>
<td>74,000</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-09</td>
<td>73,500</td>
<td>71,850</td>
</tr>
<tr>
<td>2025-09-10</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-11</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-12</td>
<td>71,500</td>
<td>69,850</td>
</tr>
<tr>
<td>2025-09-15</td>
<td>72,000</td>
<td>70,350</td>
</tr>
<tr>
<td>2025-09-16</td>
<td>73,000</td>
<td>71,350</td>
</tr>
<tr>
<td>2025-09-17</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-18</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-19</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-22</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-23</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-24</td>
<td>73,250</td>
<td>71,600</td>
</tr>
<tr>
<td>2025-09-25</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-26</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-28</td>
<td>73,750</td>
<td>72,100</td>
</tr>
<tr>
<td>2025-09-29</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-09-30</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-09</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-10</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-11</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-13</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-14</td>
<td>73,250</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-15</td>
<td>73,150</td>
<td>71,750</td>
</tr>
<tr>
<td>2025-10-16</td>
<td>73,750</td>
<td>72,250</td>
</tr>
<tr>
<td>2025-10-17</td>
<td>75,750</td>
<td>74,400</td>
</tr>
<tr>
<td>2025-10-20</td>
<td>76,250</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-21</td>
<td>76,250</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-22</td>
<td>76,100</td>
<td>74,650</td>
</tr>
<tr>
<td>2025-10-23</td>
<td>77,800</td>
<td>76,350</td>
</tr>
<tr>
<td>2025-10-24</td>
<td>79,100</td>
<td>77,650</td>
</tr>
<tr>
<td>2025-10-27</td>
<td>80,800</td>
<td>79,350</td>
</tr>
<tr>
<td>2025-10-28</td>
<td>81,900</td>
<td>80,450</td>
</tr>
<tr>
<td>2025-10-29</td>
<td>82,100</td>
<td>80,650</td>
</tr>
<tr>
<td>2025-10-30</td>
<td>83,300</td>
<td>81,850</td>
</tr>
<tr>
<td>2025-10-31</td>
<td>82,100</td>
<td>80,650</td>
</tr>
<tr>
<td>2025-11-03</td>
<td>81,650</td>
<td>80,300</td>
</tr>
<tr>
<td>2025-11-04</td>
<td>79,050</td>
<td>77,650</td>
</tr>
<tr>
<td>2025-11-05</td>
<td>78,550</td>
<td>77,150</td>
</tr>
<tr>
<td>2025-11-06</td>
<td>79,250</td>
<td>77,850</td>
</tr>
<tr>
<td>2025-11-07</td>
<td>80,850</td>
<td>79,450</td>
</tr>
<tr>
<td>2025-11-10</td>
<td>84,900</td>
<td>83,450</td>
</tr>
<tr>
<td>2025-11-11</td>
<td>86,250</td>
<td>84,950</td>
</tr>
<tr>
<td>2025-11-12</td>
<td>86,050</td>
<td>84,750</td>
</tr>
<tr>
<td>2025-11-13</td>
<td>87,750</td>
<td>86,450</td>
</tr>
<tr>
<td>2025-11-14</td>
<td>86,750</td>
<td>85,450</td>
</tr>
<tr>
<td>2025-11-17</td>
<td>90,350</td>
<td>89,050</td>
</tr>
<tr>
<td>2025-11-18</td>
<td>94,050</td>
<td>92,750</td>
</tr>
<tr>
<td>2025-11-19</td>
<td>97,550</td>
<td>96,250</td>
</tr>
<tr>
<td>2025-11-20</td>
<td>99,250</td>
<td>97,750</td>
</tr>
<tr>
<td>2025-11-21</td>
<td>92,450</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-11-24</td>
<td>90,550</td>
<td>89,050</td>
</tr>
<tr>
<td>2025-11-25</td>
<td>92,400</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-11-26</td>
<td>94,700</td>
<td>93,250</td>
</tr>
<tr>
<td>2025-11-27</td>
<td>94,200</td>
<td>92,750</td>
</tr>
<tr>
<td>2025-11-28</td>
<td>93,600</td>
<td>92,150</td>
</tr>
<tr>
<td>2025-12-01</td>
<td>94,600</td>
<td>93,150</td>
</tr>
<tr>
<td>2025-12-02</td>
<td>93,700</td>
<td>92,250</td>
</tr>
<tr>
<td>2025-12-03</td>
<td>92,400</td>
<td>90,950</td>
</tr>
<tr>
<td>2025-12-04</td>
<td>91,000</td>
<td>89,550</td>
</tr>
<tr>
<td>2025-12-05</td>
<td>90,900</td>
<td>89,450</td>
</tr>
<tr>
<td>2025-12-08</td>
<td>91,200</td>
<td>89,750</td>
</tr>
<tr>
<td>2025-12-09</td>
<td>91,300</td>
<td>89,850</td>
</tr>
<tr>
<td>2025-12-10</td>
<td>92,200</td>
<td>90,750</td>
</tr>
<tr>
<td>2025-12-11</td>
<td>94,600</td>
<td>93,150</td>
</tr>
<tr>
<td>2025-12-12</td>
<td>94,800</td>
<td>93,350</td>
</tr>
<tr>
<td>2025-12-15</td>
<td>96,500</td>
<td>95,050</td>
</tr>
<tr>
<td>2025-12-16</td>
<td>97,800</td>
<td>96,350</td>
</tr>
<tr>
<td>2025-12-17</td>
<td>102,100</td>
<td>100,900</td>
</tr>
<tr>
<td>2025-12-18</td>
<td>102,500</td>
<td>101,050</td>
</tr>
<tr>
<td>2025-12-19</td>
<td>105,300</td>
<td>103,850</td>
</tr>
<tr>
<td>2025-12-22</td>
<td>108,700</td>
<td>106,850</td>
</tr>
<tr>
<td>2025-12-23</td>
<td>112,150</td>
<td>110,000</td>
</tr>
<tr>
<td>2025-12-24</td>
<td>116,250</td>
<td>113,250</td>
</tr>
<tr>
<td>2025-12-25</td>
<td>116,100</td>
<td>113,250</td>
</tr>
<tr>
<td>2025-12-26</td>
<td>121,400</td>
<td>118,350</td>
</tr>
<tr>
<td>2025-12-29</td>
<td>118,850</td>
<td>116,400</td>
</tr>
<tr>
<td>2025-12-30</td>
<td>116,700</td>
<td>114,750</td>
</tr>
<tr>
<td>2025-12-31</td>
<td>117,250</td>
<td>114,850</td>
</tr>
<tr>
<td>2026-01-04</td>
<td>117,250</td>
<td>114,850</td>
</tr>
<tr>
<td>2026-01-05</td>
<td>124,350</td>
<td>120,900</td>
</tr>
<tr>
<td>2026-01-06</td>
<td>133,500</td>
<td>130,500</td>
</tr>
<tr>
<td>2026-01-07</td>
<td>138,500</td>
<td>135,500</td>
</tr>
<tr>
<td>2026-01-08</td>
<td>138,600</td>
<td>135,750</td>
</tr>
<tr>
<td>2026-01-09</td>
<td>139,600</td>
<td>136,700</td>
</tr>
<tr>
<td>2026-01-12</td>
<td>153,400</td>
<td>151,250</td>
</tr>
<tr>
<td>2026-01-13</td>
<td>163,850</td>
<td>161,200</td>
</tr>
</tbody>
</table>
中國鋰碳酸鹽價格 - 每日數據
<img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010706561220-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026010706561220-768x432.jpg"/>
2025 年 1 月至 11 月全球電動車電池市場份額：寧德時代 38.2%，比亞迪 16.7%
寧德時代和比亞迪在 2025 年 1 月至 11 月共安裝了 575.2 GWh 的電動車電池，佔全球總量的 54.9%。
($1 = 人民幣 6.9756)

寧德時代

寧德時代與容百科技簽署了一項 172 億美元的協議，從 2026 年到 2031 年供應 305 萬噸 LFP 正極材料。這一訂單是鋰和電池行業中最大的。此外，寧德時代計劃投資於富林精密機械，收購其超過 5% 的股份，以支持高端 LFP 材料的生產。這一舉措是在中國鋰價顯著上漲的背景下進行的，自去年 12 月以來，電池級碳酸鋰價格上漲了 73%

寧德時代簽署了價值 172 億美元的鋰訂單，作為全球最大的電動汽車電池製造商，以確保關鍵材料的供應