Delapan Perusahaan Termasuk BYD Korea Didiskualifikasi dari Program Subsidi Kendaraan Listrik Korea Selatan

On June 30, Minmetals New Energy announced that its wholly-owned subsidiaries, Hunan Changyuan Lithium New Energy Co., Ltd. and Jinchi Energy Materials Co., Ltd., have won a contract dispute lawsuit against Zhicun Lithium Group and others. The second-instance judgment was issued, dismissing the appeal and upholding the original ruling, with the subsidiaries prevailing. The case involves RMB 181 million and related interest, and the second-instance court acceptance fee of RMB 370,400 is to be borne by the appellant, Nan Jinxi. The company had previously made relevant bad debt provisions, and this ruling may increase current-period profits, subject to the final audit results.

Zhongke Electric recently announced its plan to terminate three anode material projects: the 130,000-tonne-per-year integrated lithium battery anode material project at the Ganmei Industrial Park (originally planned in 2022 and since suspended), the 100,000-tonne-per-year integrated project in Lanzhou New Area (also planned in 2022 and suspended), and the 100,000-tonne-per-year integrated anode material base project in Morocco (planned in 2024 and suspended). Separately, Tiantie Technology earlier announced the termination of its 100,000-tonne-per-year modified graphite anode material project in the Lujiang High-tech Zone, which had an originally planned total investment of approximately RMB 1.45 billion. Industry insiders believe that the anode material sector is now gradually moving beyond the stage of blind capacity expansion and entering a new phase of precise positioning, selective implementation, quality improvement, and efficiency enhancement, with the pace of capacity clearance continuing to accelerate.

Pada 30 Juni, Sinomine Resource Group mengumumkan bahwa anak perusahaan yang sepenuhnya dimilikinya, Jiangxi Sinomine Lithium, untuk sementara akan menghentikan produksi jalur "garam litium kemurnian tinggi 30.000 ton" mulai 30 Juni 2026 untuk pemeliharaan, karena ketidaksesuaian antara siklus pengangkutan konsentrat litium produksi sendiri dengan jadwal produksi. Selain itu, jalur produksi "garam litium kemurnian tinggi 35.000 ton" akan menjalani penghentian pemeliharaan sementara mulai 11 Juli, beroperasi pada kapasitas rendah sebagian, dan diperkirakan selesai pada akhir Juli. Perusahaan menyatakan bahwa meskipun produksi garam litium jangka pendek akan menurun, permintaan hilir tetap kuat, serta volume produksi dan penjualan setahun penuh tidak akan terdampak secara material dan merugikan. Perusahaan juga akan meningkatkan efisiensi pengiriman konsentrat litium dan mempercepat pembangunan proyek litium sulfatnya.