SMM Daily Review: February 6 Spot Lithium Carbonate Prices Continued to Decline

Recently, Guansheng disclosed that its solid-liquid hybrid battery electrolyte membrane employs a self-developed polymer solid-state electrolyte membrane. Furthermore, the company's technical focus in the solid-state battery field is primarily on polymer-based solid-liquid hybrid batteries, with a key emphasis on industrial and commercial energy storage applications. This approach offers advantages such as lower costs, high safety, and relatively mature manufacturing processes, making it suitable for mass production. Simultaneously, Guansheng also possesses technical reserves for quasi-solid-state ternary lithium batteries, with its core process involving the use of ultraviolet light cross-linking polymerization technology to achieve in-situ curing of the electrolyte membrane.

On February 6, Farasis Energy disclosed its annual performance forecast for 2025, estimating a net profit attributable to the owners of the parent company in the range of -830 million yuan to -580 million yuan. The estimated net profit attributable to the owners of the parent company after deducting non-recurring gains and losses is expected to be between -861.8 million yuan and -611.8 million yuan. The company has intensified its market expansion efforts during the year, cultivating new customers and optimizing its client structure. Additionally, adjustments in customer settlement models and the replacement of certain products have temporarily impacted gross margins.

The project plans to construct a 1.5GWh prismatic LFP battery-based standalone ESS power station, including 300 sets of 5MWh ESS battery containers and 75 sets of 5MW booster integrated cabins.