Lithium Battery Exports Surge 63% in Jan-Feb 2026, Prices Stabilize After Sharp Drops

Chengtun Group has deeply cultivated the energy metals sector, including lithium, nickel, cobalt, and copper, and owns two publicly listed firms: Chengxin Lithium (002240) and Chengtun Mining (600711).

Phase I of Zhongneng Optoelectronics (Taizhou) Co., Ltd.'s project for the annual production of 900 units of specialized battery equipment involves an investment of 500 million yuan, with a construction period of 27 months, and is scheduled to be completed and put into operation by the end of 2028. Upon completion, the project will have an annual production capacity of 900 units of specialized battery equipment.

Recently, Nanning Urban Construction Investment Group and Huahui New Material Technology Co., Ltd. signed an agreement for the lithium/sodium battery dry-process separator intelligent manufacturing project. The total investment for the project is approximately 500 million yuan. It plans to build a new production line with an annual capacity of 1 billion square meters of dry-process separators for lithium/sodium batteries. The project will introduce Guangxi's first new-generation dry-process uniaxial stretching and 4.2-meter-wide biaxial stretching battery separator production line. It is expected that upon reaching full capacity, the annual output value will be approximately 800 million yuan, creating 170 jobs, and establishing the first battery base film production base in Guangxi.