Ekspor Lithium Chile pada Oktober 2025: Karbonat Naik, Sulfat Turun Bulan ke Bulan

This week, China's second-life application market operated steadily overall, but prices of some categories edged down slightly, with limited overall fluctuation. Market transactions were dominated by just-in-time procurement. The cost side exerted consistent downward pressure: this week, prices of nickel, cobalt, and lithium chemicals all pulled back, with lithium carbonate showing the most pronounced downward movement. Although there was a time lag in the transmission of raw material costs to the second-life battery cell segment, the simultaneous weakening of all raw material categories still directly pressured market price expectations. The divergence in category trends became more pronounced: ternary second-life battery cells, originally dragged down by persistently mediocre end-use demand in the downstream EV sector, had long faced expectations of price declines in the market. Coupled with the loosening of price support due to the cost-side decline, these dual factors jointly drove a slight pullback in ternary second-life battery cell prices this week. In contrast, LFP second-life battery cells found strong support from stable and improving demand in the ESS sector. Even though raw material costs pulled back simultaneously, prices remained stable and did not follow the downward trend.

Pada 24 Juni, Cangzhou Mingzhu Plastic Co., Ltd. mengumumkan bahwa proyek perluasan produksi separator baterai ion litiumnya telah sepenuhnya rampung. Pengoperasian ini melibatkan sisa lini produksi dari "proyek separator baterai ion litium proses basah 200 juta meter persegi per tahun" dan "proyek separator baterai ion litium proses kering 500 juta meter persegi per tahun". Menurut pengumuman tersebut, lini produksi kedua (dengan kapasitas desain tahunan 100 juta meter persegi) di bawah proyek proses basah, yang ditangani oleh anak perusahaan Wuhu Mingzhu Separator Technology Co., Ltd., baru-baru ini mulai berproduksi. Secara bersamaan, tiga lini produksi tersisa (dengan total kapasitas desain tahunan 300 juta meter persegi) di bawah proyek proses kering, yang ditangani oleh anak perusahaan Cangzhou Mingzhu Lithium Battery Separator Co., Ltd., juga telah selesai dan dioperasikan.