[Solid-State Battery: Highpower Technology Deploys Three Solid-State Routes of Polymer/Oxide/Sulphide, Multiple Solid-State Electrolyte Patents Landed]

[Solid-state battery: Easpring Technology's sulphide electrolyte enters the small-scale test validation stage with leading clients] On 16 September 2026, Easpring Technology stated on an investor interaction platform that the company has prepared highly active and highly dispersed lithium sulphide and nano-sulphide electrolyte precursors through special production processes such as particle size control, establishing an integrated preparation chain from "lithium sulphide – highly active sulphide electrolyte precursor – high performance sulphide electrolyte". Currently, the sulphide electrolyte materials synthesised from the company's self-developed lithium sulphide and precursors have entered the small-scale test validation stage with leading solid-state battery clients.

[Solid-State Battery: Tinci Materials' Hundred-mt Lithium Sulfide and Solid-State Electrolyte Pilot Production Line Completed and Put into Use] On September 17, 2026, Tinci Materials stated during an investor relations event that the company's hundred-mt lithium sulfide and solid-state electrolyte pilot production line has been completed and put into use. The company maintains close R&D partnerships with mainstream downstream battery cell manufacturers and automakers, actively seizing opportunities arising from technological transformation in the industry.

The cobalt industry chain remained under pressure this week. Refined cobalt shot up and then pulled back amid phased purchasing, with the electronic trading price retreating from 289,000 yuan/mt to around 275,000 yuan/mt. Quotes and transactions for intermediate products remained absent, and sales pressure on miners gradually accumulated. Cobalt salt demand was weak, and cobalt sulphate fell into a negative feedback loop of "price cuts—losses—raw material declines—lower costs," with some recycled-source quotes dropping to 57,000–58,000 yuan/mt. Cobalt chloride and Co3O4 continued to weaken under downstream production cuts and sluggish end-use consumption. Cobalt powder downstream users were still digesting high-priced inventory, and new purchasing had yet to begin. Ternary cathode precursor and ternary cathode material prices fell along with nickel, cobalt, and lithium raw materials, with sluggish power demand prompting enterprises to turn cautious in quoting and purchasing. LCO's "September peak season" expectations fell through, with weakening cost support and insufficient end-user stockpiling, leaving short-term prices still at risk of further decline. Some enterprises may carry out small-scale stockpiling before the National Day holiday, but whether the industry chain can stabilize still depends on the recovery of end-use demand and the pace of inventory destocking.