Ministry of Industry and Information Technology: catalogue of recommended models for the Promotion and Application of New Energy vehicles (the 8th batch in 2020)

[SMM Analysis: High Comprehensive Costs of Anode Materials in June Support Upward Shift in Price Center] SMM July 13 News: In June, the price center of China's artificial graphite anode material achieved a slight upward shift.

[SMM Analysis] In H1 2026, the core conflict in the LFP cathode material market was not just a simple shift in the supply-demand relationship, but rather a profound tussle involving the top-down transmission of cost pressure and the reshaping of the benefit distribution pattern across the industry chain.

According to CAAM analysis, in June 2026, the passenger vehicle market continued to exhibit structural differentiation, with domestic demand remaining under pressure, exports growing rapidly, internal combustion engine vehicles declining notably due to factors such as high and fluctuating oil prices, and new energy vehicles maintaining steady growth while further increasing their market share. In June 2026, passenger vehicle production and sales reached 2.373 million and 2.402 million units, up 5.9% and 6.6% MoM, but down 2.8% and 5.3% YoY, respectively. From January to June 2026, passenger vehicle production and sales reached 12.721 million and 12.72 million units, down 5.9% and 6% YoY, respectively.