CPC, State Council Push for Aggressive New Energy Vehicle Adoption & Urban Public Transport Electrification

The second-life application market was largely stable this week, with no notable price fluctuations. Cost side, lithium carbonate rose early in the week and pulled back mid-week, cobalt sulphate held steady, and nickel sulphate pulled back slightly. Although raw material prices fluctuated, the transmission to the second-life segment takes time, so the impact on second-life costs was limited. Supply side, the impact of policies is gradually being digested, merchant shipments have begun to return to normal, market supply has been released, and quotes remained largely stable overall. Demand side performance was divergent, with ternary demand relatively mediocre and limited transactions, while LFP demand was moderate, with better transactions than ternary. Overall, the market currently lacks clear drivers for price changes, with supply and demand broadly balanced. Second-life prices are expected to remain largely stable in the short term, while attention should be paid to lithium carbonate price trends and downstream demand changes.

Côté matières premières, les prix du carbonate de lithium ont fortement augmenté puis reculé cette semaine, ceux du sulfate de nickel ont continué de baisser légèrement, et ceux du sulfate de cobalt ont vu leur baisse marquer une pause et se stabiliser à de bas niveaux.

Au cours de la même période, l'entreprise a lancé des batteries hybrides solide-liquide haut de gamme pour motos électriques (72V50Ah, 72V100Ah), et ses cellules hybrides solide-liquide de 300 Wh/kg sont entrées en livraison en petite série pour des applications robotiques. L'activité batteries au lithium a généré un chiffre d'affaires de 899 millions de RMB au premier semestre, en hausse de 66,52 % sur un an.