중국과학원 전기공학연구소: 저온 리튬이온 커패시터 전해질 연구에서 진전

[August hydrometallurgical plant scrap procurement volume down 6% MoM, losses compounded by tight supply] August scrap procurement at hydrometallurgical plants in the lithium battery recycling sector has been released. On a black mass equivalent basis, scrap procurement volume at hydrometallurgical plants fell 6% MoM from July, ending the previous streak of consecutive rebounds. In terms of driving factors, this pullback in procurement volume was not attributable to a single cause: on one hand, LFP black mass suppliers held back from selling and showed low willingness to sell, limiting procurement expansion; on the other hand, hydrometallurgical plants faced pressure on profits and incurred losses when externally purchasing black mass to extract nickel, cobalt, and lithium chemicals, directly weakening enterprises' purchase willingness. The combination of these two factors jointly depressed the overall procurement level for the month.

2026년 8월, 인조흑연 음극재 거래 가격은 상승 추세를 보였으나 전반적인 상승 폭은 여전히 완만했으며, 시장은 "호가 인상은 공격적이었지만 실제 거래 상승은 제한적"인 양상을 보였다.