청두, 아디스아바바 직항 화물편 개설…중국-아프리카 무역 연계 강화

[Dynanonic Expects Lithium Supplement Enhancer to Sustain Rapid Growth Through the Year] Dynanonic stated at its earnings briefing on August 27 that in the first half of this year, driven by the rapid expansion of the global energy storage market, shipments of its lithium supplement enhancer products grew significantly — up more than 300% year-on-year — further consolidating the product's market-leading position.The product's application footprint continues to broaden across overseas energy storage, AI data centers (AIDC), and semi-solid-state batteries, with application boundaries expanding steadily. The company expects the rapid growth trend to be maintained throughout the year. Assuming no major fluctuations in overseas policies and that designated projects (design wins) proceed as scheduled, shipments of lithium supplement enhancers are expected to continue growing at a rapid pace next year.

8월 28일 소식: 북부 항만: 호주 46% 덩어리광 40~40.5위안/mtu, 전주 대비 보합; 남아공 준탄산염 33.9~34.2위안/mtu, 전주 대비 상승; 가봉 39.1~39.5위안/mtu, 전주 대비 상승; 남아공 고철분 28.5~29위안/mtu, 전주 대비 보합; 남아공 중철분 35~35.5위안/mtu, 전주 대비 보합. 남부 항만: 호주 46% 덩어리광 42.7~43.2위안/mtu, 전주 대비 보합; 남아공 준탄산염 36.3~36.8위안/mtu, 전주 대비 보합; 가봉 40.6~41.1위안/mtu, 전주 대비 보합; 남아공 고철분 30.2~30.7위안/mtu, 전주 대비 보합; 남아공 중철분 38~38.5위안/mtu, 전주 대비 보합. 북부 망간광 시장은 소폭 회복한 반면, 중국 남부 망간광 시장의 거래는 부진이 지속됐으며, 전반적인 가격은 범위 내 횡보세를 이어갔다

Since August, lithium battery recycling capacity buildout has accelerated markedly. Following the intensive project announcements in seven provincial-level regions including Ningxia and Jiangxi in H1, Shandong, Sichuan, Liaoning, Zhejiang, Jiangsu, Anhui, Hubei, Chongqing, Guizhou, Inner Mongolia, and Fujian have ushered in another wave of concentrated project implementation and commissioning. According to incomplete statistics from SMM, more than 15 projects were publicly disclosed during this period, with planned annual processing/comprehensive utilization capacity exceeding 600,000 mt; total investment based on disclosed figures alone has already reached nearly 9 billion yuan. The projects cover multiple process routes, including dismantling of end-of-life lithium battery packs, hydrometallurgical treatment of black mass, regeneration of LFP battery cells, direct repair of cathode materials, and second-life applications, further extending the capacity footprint into the northeastern and southwestern hinterlands and the periphery of the Yangtze River Delta.