This week (January 2–8, 2026), solid-state battery industrialization achieved a critical breakthrough: Hongqi's all-solid-state battery vehicle rolled off the production line, and a Finnish startup launched a mass-producible product, marking a new phase in technology validation. Meanwhile, significant progress was made in key segments of the industry chain: Yixing Tianhua's 5,200 mt high-nickel cathode project commenced, Yahua and Haichen completed pilot tests of lithium sulfide and are expected to submit samples soon, and Zhengwang's first batch of CVD silicon-carbon material was produced. On the materials front, a trend of "rising prices for traditional materials and falling prices for specialized materials" emerged, clarifying the long-term cost reduction pathway. Industrial investment is spreading from coastal regions to central areas, and the mass production race is now in full swing.

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 08 Jan , 2026

[SMM In-Depth Analysis: Off-Season Futures Surge Creates Arbitrage Window: High-Grade NPI Price Drivers and Outlook] Recently, the market has been trading on expectations of a supply deficit in Indonesia, while non-ferrous metals have generally risen amid macro events, driving nickel prices and high-grade NPI prices steadily higher. Against a backdrop of sluggish end-use consumption, what is supporting the continuous rise in high-grade NPI prices? The detailed analysis is as follows:

At the close of 2025, the continued rise in lithium carbonate prices pushed up lithium battery costs. With expectations of future cost advantages for sodium-ion batteries, substitution expectations continued to heat up, directly catalyzing a seasonal peak demand period in the industry chain. Against this backdrop, various segments of the sodium-ion battery industry showed differentiated growth trends. From materials to battery cell end-users, core product orders and production volumes benefited simultaneously. Enterprises engaged in frequent stockpiling and overseas expansion activities, laying a solid foundation for industry development in 2026.

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 07 Jan , 2026

At the technological inflection point where the global new energy vehicle industry is evolving from "quantity" to "quality" and safety has become a core concern, HSKW-Tech has rapidly emerged as a notable new force in the field of solid-state/semi-solid-state batteries through its differentiated strategy.