[SMM Daily Review: Lithium Carbonate Prices Stable on February 5]

On March 13th, lithium carbonate futures rose by 0.38% to 118,800 yuan/ton, with spot prices reaching 111,000 yuan/ton, signaling a market in cautious optimism.

On March 8th, lithium carbonate futures fell by 0.70% to 113,350 yuan/ton, while spot prices slightly increased to an average of 108,900 yuan/ton, amid ongoing market adjustments.

【SMM Cobalt-Lithium Morning Meeting Summary: Lithium Carbonate Prices Rose Overall on Monday. On the supply side, some lithium salt companies were still in the early stages of resuming production after maintenance, resulting in relatively limited supplies available for spot sales beyond long-term contract orders. Some lithium salt companies have intentions for subsequent deliveries, but overall, lithium salt companies continue to sell long-term contract orders while pricing spot orders firmly. Their spot prices continue to rise. However, downstream companies like cathode material producers have given feedback that due to the recent continuous increase in lithium carbonate prices, while the pricing transmission of their products lags behind the lithium carbonate price hikes, the current pricing transmission situation makes it difficult to fully pass on the increased raw material costs to downstream customers, gradually squeezing production profits...】

【Samsung SDI Finalizes Plans for Third Factory in Hungary, Second Factory Expected to Complete in September】According to foreign media reports, Samsung SDI has finalized its investment plan to build its third battery factory in Hungary. Sources say the company is expected to spend more than 6 trillion won on overall facility expansion this year, of which over 1 trillion won will be used to build the third factory.

【Hive Energy Thailand Battery Plant Put Into Production, Will Deliver Over 20,000 Sets of PACK Battery Packs This Year】On February 28, Hive Energy Thailand plant was officially put into production, with products starting to be delivered in batches, which will soon be equipped on various new energy vehicle models under Great Wall Motors and EXEED in the Thailand market.

SMM Analysis presents a detailed cost breakdown of 280Ah lithium iron phosphate energy storage cells, showing a stable cost trend and an industry shift towards higher capacity 300Ah+ cells for cost efficiency.

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

[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.