This week, the price of 5-series ternary cathode material increased slightly, while the prices of 6-series and 8-series ternary cathode materials declined.

This week, the price of ternary cathode precursor decreased slightly.

[SMM Weekly Silicone Review: Rising Costs Lead to Higher DMC Quotations, While Procurement Demand Remains Sluggish] This week, DMC quotations from monomer enterprises in Shandong province stood at 10,800 yuan/mt, representing a WoW increase of 100 yuan/mt. DMC quotations from other monomer enterprises in China remained largely stable this week, with the mainstream transaction price center hovering around 10,800 yuan/mt. Low-price quotations in the domestic market rose slightly this week, while the matching degree of transactions declined. With downstream enterprises having sufficient raw material inventories for the time being and limited willingness to purchase, the market this week saw quotations rise but actual transaction prices remain unchanged for the time being. Downstream demand still awaits recovery during the "September-October peak season".

[SMM Social Inventory of Lead Ingots: Social Inventory of Lead Ingots Rises to Three-Month High, Supply Tightening May Ease Subsequent Inventory Buildup Pressure] This week, the SHFE lead 2507 contract completed delivery. Due to the transfer of lead ingot inventory brought about by transfer to delivery warehouse, the inventory in social warehouses of lead ingots continued to increase, with inventory in all five regions showing varying degrees of increase, primarily in warehouses in the Jiangsu, Zhejiang, Shanghai region.....

[SMM Daily Rare Earth Review: Market Confidence Boosted, Pr-Nd Prices Rise Significantly] Currently, rare earth market prices have risen significantly, mainly concentrated in the light rare earth market. The auction sales results of China Northern Rare Earth today showed that all alarm prices were fully transacted. As auction prices continue to rise, most industry participants are optimistic about downstream demand expectations, boosting market confidence and further driving up spot market quotes. Metal market prices have adjusted in line with the rise in oxide prices, with the market primarily engaging in tentative inquiries and fewer actual transactions, indicating a strong wait-and-see sentiment.