In March 2026, China imported 29,974 mt of lithium carbonate and exported 448 mt of lithium carbonate.

The company plans to launch its fifth-generation LFP full-scenario battery in mid-May, covering all application scenarios including passenger vehicles, commercial vehicles, energy storage, and low-altitude aircraft. According to reports, the new fifth-generation LFP battery can achieve a maximum energy density of 205 Wh/kg; the superfast charging version can charge from 10% to 70% SOC in less than 4.5 minutes; the ultra-long lifespan version can support over 10 years of ultra-long warranty for vehicle use and a 30-year ultra-long lifespan for energy storage applications. Gotion High-tech will hold the 2026 Global Technology Conference in Hefei on May 16, where the technology will be unveiled.

In March 2026, China’s phosphate ore imports reached 182,000 mt, up 88.2% MoM and 144.4% YoY, with an average price of $79.9/mt, down 7.2% MoM.Affected by Strait of Hormuz disruptions, Jordan halted supplies for the first time since September 2023. Imports mainly came from Egypt (170,000 mt) and Pakistan (12,000 mt), through Guangxi, Hubei and Fujian.

Ganfeng Lithium announced that its net profit for Q1 2026 was estimated at 1.6–2.1 billion yuan, up 549.65%–690.17% YoY. During the reporting period, driven by the rapid development of the global new energy industry, downstream clients' demand for lithium chemicals grew strongly, and the selling prices of the company's lithium chemical products rose significantly compared with the same period last year. In addition, with the capacity release of the company's lithium resources projects, the company's cost structure continued to be optimized. Moreover, as the power battery and energy storage markets continued to grow, sales in the lithium battery segment increased notably, resulting in YoY growth in the company's operating performance.