China EV Insight 005

Sunwoda: This Year, The Production Capacity of LFP Power Batteries Is Expected to Account for More Than 50%.

On May 8, lithium carbonate futures dropped 1.62% to 112,050 yuan/ton (~15,519.39 USD/ton). The battery-grade index stood at 111,609 yuan/ton (~15,458.31 USD/ton).

Chile’s mining output increased 7.7% year-on-year in February, with copper and lithium contributing

SMM Daily Report: On February 19th, the price of lithium carbonate slightly decreased.

LS's EV parts plant was completed in Mexico to produce EV relays and battery disconnect units to supply the North American. SMM expects...

Last week, nickel prices fluctuated downward, falling for five consecutive days during the week. The macro positive sentiment in the early part of the week was gradually digested by the disk, among which the approval of Indonesian nickel ore RKAB was slow but increased compared with last week's data, and the short-term nickel ore supply tension was eased to a certain extent.

【SMM Analysis】As the holiday approaches, the electrolyte market has seen light trading and stable prices.

[TianNa Technology's financing is in place, and the production base for negative electrode materials has been completed]

SMM2 News on February 2nd: According to market sources, Tesla, a leading global company in new energy vehicles and energy storage, is planning to purchase production equipment from CATL (Contemporary Amperex Technology Co. Limited) to expand its battery factory in Sparks, Nevada, USA. It is worth noting that Tesla will purchase equipment from CATL, and will bear all the costs of operating and purchasing activities of the entire factory. CATL's employees will only provide technical support such as equipment and production line installation and debugging, and will not be heavily involved in the overall operation of the factory.

Multiple lithium battery industry chain companies forecast profit declines for 2023 | Cui Dongshu says going overseas may become the next boom for the automotive industry in the next 10 years.