[Solid-State Battery: DFD’s H1 Pre-Estimated Profit Increased to 450–560 million yuan, with LiPF6 Volume and Prices Rising Together]

[Huayou Cobalt: H1 ternary cathode precursor shipments 80,800 mt, up about 94% YoY] Huayou Cobalt stated in its semi-annual report that in H1, its ternary cathode precursor shipments totaled 80,800 mt, up about 94% YoY.

Recently, the Guangdong Provincial Energy Bureau completed the energy-saving report review for the South China base project of Cangzhou Mingzhu (002108) and approved the report in principle. According to the public announcement, the project is located in Xiancun Town, Zengcheng District, Guangdong Province, with a total investment of approximately 3.3789 billion yuan. It includes two sub-projects: a lithium battery separator and a PE pressure pipeline. The main construction contents include 8 wet-process lithium battery separator production lines and 6 PE pressure pipeline production lines. Upon completion, the project will have an annual output of 30,000 mt of PE pressure pipelines and 2.4 billion m² of wet-process separators. The separator sub-project is planned to begin production in December 2028, and the PE pressure pipeline sub-project is planned to begin production in October 2027.

The Arizaro project in Argentina includes six mining rights of the Arizaro lithium salt lake, covering a total area of approximately 205 square kilometers, with total LCE resources of 4.122 million mt.