Guoxing Optoelectronics plans to build Packaging Devices and Application Product Line with 1 billion-2 billion yuan

This week, the industry chain exhibited a diverging pattern, with upstream raw material and cobalt salt prices weakening while midstream and downstream material prices remained relatively stable. Trading in refined cobalt, intermediate products, cobalt sulphate, cobalt chloride, Co3O4, and cobalt powder was generally sluggish. Downstream buyers mostly maintained just-in-time procurement, as off-season demand was insufficient, and inventory pressure along with low-priced supply continued to weigh on market prices. Although some miners and smelters, supported by high-cost inventory, still intended to hold prices firm, traders and recycling companies became more active in selling, and the decline in the cost of refined cobalt reverse dissolution further strengthened market expectations of pushing for lower prices. In the short term, related product prices still face downward pressure. Ternary cathode precursor, ternary cathode material, and LCO prices remained stable overall. Leading ternary cathode precursor companies performed well in export orders, and domestic production schedules recovered somewhat, but small and medium-sized enterprises were still affected by the off-season. Demand for ternary cathode materials from the EV sector stayed at a high level; some battery cell enterprises stockpiled in advance, and August orders are expected to be stable with slight growth. Consumer-side demand remained mediocre. Affected by sluggish end-use demand and substitution by ternary cathode materials, LCO production and sales remained low, further narrowing enterprises' profit margins. Subsequent market recovery will still depend on the restocking pace in mid-to-late August and the release of demand during the September-October peak season.

Pada 28 Juli, pengumuman publik kandidat terpilih untuk proyek pra-seleksi pemasok pengadaan terkonsentrasi modul PV periode 2026–2028 yang diselenggarakan oleh afiliasi Shenzhen Energy Group dirilis. Perusahaan yang lolos meliputi TCL Zhonghuan Energy Technology (Jiangsu) Co., Ltd., Gokin Solar Co., Ltd., HoYuan Green Energy Co., Ltd., Jinko Solar Co., Ltd., Shenzhen Qiming PV Technology Co., Ltd., TrinaSolar Co., Ltd., Tongwei Co., Ltd., Zhejiang AIKO Solar Energy Technology Co., Ltd., Chint New Energy Technology Co., Ltd., dan CECEP Solar Energy Technology (Zhenjiang) Co., Ltd.

[SMM Express] Perkembangan terbaru dari Northam Platinum, Sibanye-Stillwater, dan Southern Palladium menunjukkan bahwa produsen logam golongan platina (PGM) Afrika Selatan semakin memposisikan krom sebagai produk sampingan strategis, bukan sekadar hasil ikutan, mencerminkan pergeseran lebih luas di seluruh Kompleks Bushveld. Northam baru-baru ini melaporkan rekor produksi konsentrat krom sebesar 1,69 juta metrik ton pada FY2026, naik 17,4% dibandingkan tahun sebelumnya, sementara Sibanye-Stillwater berencana memperluas produksi krom menjadi 2,3 juta metrik ton per tahun pada 2033, dan Proyek Bengwenyama milik Southern Palladium nyaris melipatgandakan proyeksi produksi krom melalui peningkatan perolehan kromit, menegaskan kontribusi krom yang kian besar terhadap keekonomian proyek dan diversifikasi pendapatan. Tren ini semakin diperkuat oleh Laporan Perdagangan Semester I 2026 Merafe Resources, di mana perusahaan memperkirakan laba interim yang jauh lebih kuat meskipun terjadi penurunan produksi ferokrom sebesar 75% dibandingkan tahun lalu, didukung oleh harga komoditas yang lebih tinggi dan peningkatan volume penjualan. SMM meyakini perkembangan ini mengarah pada pergeseran struktural yang lebih luas di sektor PGM Afrika Selatan, dengan para produsen semakin memanfaatkan krom untuk memperkuat ketahanan laba, mendiversifikasi aliran pendapatan, dan meningkatkan nilai jangka panjang operasi UG2 di seluruh rantai nilai kromium negara tersebut.