웨이팡, 연산 5만 톤 규모 10억 1천만 달러 리튬이온 배터리 소재 프로젝트 출범

[SMM Daily Review: Spot Lithium Carbonate Price Consolidates Upward on July 27] Today, the SMM battery-grade lithium carbonate spot price consolidated upward compared with the previous working day. In the futures market, the lithium carbonate 2609 contract opened high at 145,800 yuan/mt today. After opening, bulls moved quickly, pushing the price to a high of 148,200 yuan/mt. It then encountered bearish selling pressure and pulled back in consolidation, fluctuating repeatedly below the average price line (146,000 yuan/mt) in the morning session, touching a low of 143,300 yuan/mt. Around midday, bulls and bears wrestled within the 143,300–146,000 yuan/mt range. In the afternoon, bulls re-entered, and the price quickly surged past resistance at the average price line, then consolidated higher. In late trading, bulls continued to push and ended near 147,200 yuan/mt, ultimately closing up 2.39% at 147,200 yuan/mt, with open interest declining by 585 lots. In the spot market, downstream procurement remained primarily just-in-time procurement, with transactions concentrated around 145,000 yuan/mt, as acceptance of higher prices was limited. Upstream lithium chemical plants remained steadfast in holding spot order prices firm, but were weighed down by downstream wait-and-see sentiment, and buyers and sellers continued to wrestle. Market inquiries and actual transactions maintained an overall stable trend.

삼성전자가 새 폴더블 스마트폰 갤럭시 Z 폴드8 울트라에 실리콘-탄소 음극재를 적용했다. 역대 가장 얇은 4.1mm 두께를 달성했음에도 신형 모델은 5,000mAh 배터리를 탑재해 전작 갤럭시 Z 폴드7보다 용량이 14% 증가했다.

현대자동차가 자체 배터리 공장인 MAAC(모빌리티 알파라인 안성 캠퍼스)에 생산 라인 장비 반입을 시작했다. 이 공장의 초기 생산 능력은 연간 2GWh로 알려졌다. 현대차는 LFP 배터리 대신 NCM 배터리를 사용할 예정이며, 올해 먼저 파우치형 배터리 생산 라인을 구축할 계획이다. 또한 내년에는 각형 배터리 생산에 대한 논의도 진행할 것으로 보인다.