In April 2026, Chile's lithium carbonate exports were 29,500 mt, and lithium sulfate exports were 12,100 mt.

Recently, the Jingmen Municipal Government Service and Big Data Administration released filing information that the annual 100,000 mt high-compaction density LFP project of Jingmen Jinquan New Materials Co., Ltd. has completed filing registration. The project has a total investment of 1 billion yuan, is planned to start construction in October 2026, and has a total building area of 60,000 m². It will be constructed in two phases, covering raw material storage and feeding workshops, grinding and spray-drying workshops, sintering workshops, crushing and packaging workshops, product warehouses, nitrogen production workshops, boiler rooms, and supporting environmental protection facilities. Upon completion, it will achieve an annual capacity of 100,000 mt of high-compaction density LFP. Targeting high-compaction density (≥2.6 g/cm³) LFP, the project aims to enhance battery cell energy density and fast charging performance, primarily serving EVE's own battery cell production lines and nearby leading clients. Leveraging Jingmen's national-level lithium battery industry cluster, it forms a closed loop of "phosphate ore → precursor → high-compaction density LFP → battery cell → recycling," with nearby support reducing logistics and raw material costs.

Recently, the continuously increasing curb weight of NEVs has become a hot topic in the industry, sparking heated discussions on whether NEVs should pay "road maintenance fees." According to multiple industry insiders, relevant authorities are already studying related policies. In addition to the allocation of road maintenance fees, this will involve more tax and fee systems related to the automotive industry, in order to make the system "keep pace with the times" and adapt to the new industry landscape. This means that the tax exemption benefits for NEVs may gradually phase out, shifting from "industry support" to "cost sharing." Wang Ning, Director of the Center for Automotive Industry and Technology Strategy at the School of Automotive and Energy, Tongji University, said in an interview, "From a long-term perspective, 'equal rights for gasoline and electric vehicles' is the future trend." Cui Dongshu, Secretary General of the CPCA, who was the first to propose the special policy of converting road maintenance fees into taxes, also explicitly stated that the traditional road tax and fee system, which is tied to fuel consumption, has shown significant structural imbalance, making tax system iteration and upgrading imperative.