Les investissements dans la fabrication de batteries au lithium en Chine augmentent de 24,9 % entre janvier et mai

On June 15, EVE Energy disclosed its performance forecast for the first half of 2026. During this period, the net profit attributable to shareholders of the listed company is expected to reach between 3.130 billion yuan and 3.371 billion yuan, representing a year-on-year increase of 95% to 110%. The performance growth is primarily attributed to product iteration, service upgrades, and process optimization, with operating revenue increasing by approximately 60% year-on-year in the first half of the year. Meanwhile, in the face of upward pressure on supply chain costs, EVE Energy effectively cushioned the impact of material cost fluctuations through diversified supply chain layouts, strategic procurement, and the prudent use of financial instruments, ensuring the stability of profitability in its core business.

Recently, the pre-approval public notice for the environmental impact report of the Kaiyang "Phosphorus-Titanium-Iron-Lithium" Coupling Cyclic Integration Project's annual 150,000-ton battery-grade lithium carbonate project (Phase I: 30,000 tons) has been released. The project is located in Kaiyang County, Guiyang City, Guizhou Province, with an estimated total investment of 881.67 million yuan, including an environmental protection investment of 40 million yuan. The planned construction period is 18 months. The project will establish a 30,000-ton-per-year battery-grade lithium carbonate production line, with an annual by-product of 84,960 tons of anhydrous sodium sulfate.

【Produits chimiques phosphorés : Wengfu augmente le prix départ usine de l'acide phosphorique 85 % par voie humide de 500 RMB à 12 100 RMB/tonne】 Le 15 juin 2026, selon SMM, Wengfu a augmenté son prix départ usine de l'acide phosphorique 85 % par voie humide de 500 RMB, le portant à 12 100 RMB/tonne. Poussée par de fortes fluctuations des prix du soufre, cette hausse vise à atténuer les tensions d'approvisionnement et à freiner la demande en aval. Au total, 800 000 tonnes de capacité des bases de Dazhou et Shanghang restent hors ligne. Perspectives : Les influences géopolitiques importantes devraient maintenir la volatilité des prix à court terme. La hausse des prix de l'acide phosphorique accroît encore les coûts de production du phosphate de fer et du phosphate de fer lithié (LFP).