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[SMM Analysis: Capacity Expansion Faces Bottlenecks, Demand Structure Further Diversifies: Long-Term Outlook for China's Aluminum Billet Market, 2025-2030] Key Points: Over the next five years, China's aluminum billet market is expected to exhibit a pattern of "dual growth in supply and demand but continued surplus, optimized capacity structure, and intensified demand differentiation," as the industry shifts from scale expansion to quality improvement...

[SMM Analysis] In the first month of 2026, the lithium carbonate market experienced a retreat after a rapid rise. Starting from 120,000 yuan/mt at the beginning of the month, after a rapid surge and a brief pullback in mid-month, the price surged again in late January, breaking through the 180,000 yuan/mt mark. However, by month-end, as lithium carbonate prices retreated after the rapid rise, the monthly average price for battery-grade lithium carbonate in January was approximately 155,000 yuan/mt. Market characteristics this month included strong reluctance to sell among upstream players and increased purchase willingness from downstream buyers at relatively low price points.

In early 2026, India's PV market exhibited a unique "dual-track" pricing characteristic for modules, driven by policy barriers and local capacity ramp-up.