Investasi Manufaktur Baterai Lithium-Ion China Januari-Mei Naik 24,9%

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.

【Bahan Kimia Fosfor: Wengfu Naikkan Harga Asam Fosfat 85% Proses Basah sebesar RMB 500 menjadi RMB 12.100/ton】 Pada 15 Juni 2026, menurut SMM, Wengfu menaikkan harga pabrik asam fosfat 85% proses basah sebesar RMB 500 menjadi RMB 12.100/ton. Didorong oleh fluktuasi tajam harga belerang, kenaikan ini bertujuan meredakan tekanan pasokan yang ketat dan menekan permintaan hilir. Total kapasitas 800.000 ton di basis Dazhou dan Shanghang tetap offline. Prospek: Pengaruh geopolitik yang signifikan diperkirakan membuat harga tetap bergejolak dalam jangka pendek. Kenaikan harga asam fosfat semakin mendorong biaya produksi besi fosfat dan litium besi fosfat (LFP).