Lithium Iron Phosphate Contract Negotiations Underway at End of March, Significant Improvement in Order Outlook Expected [SMM Weekly Review]

According to the latest statistics from TrendForce, global sales of new energy vehicles — including battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hydrogen fuel cell vehicles — reached 3.94 million units in Q1 2026, a 2% year-over-year decline, accounting for 19% of global auto sales in the first quarter. China's new energy vehicle market entered an adjustment period; meanwhile, the Western European market showed signs of recovery, and BEV sales in Japan and South Korea also saw significant growth.

The launch event for Dongyu Xinsheng's 120Ah ultra-fast charging battery cell was held in Yichang. The 120Ah ultra-fast charging battery cell now entering mass production was jointly defined, co-developed, and jointly manufactured by Dongfeng Motor and Sunwoda. The product features 4C ultra-fast charging capability, enabling a 10%-80% charge in just 15 minutes. The production line has an automation rate of over 90% and is equipped with an AI-powered intelligent quality management system, with the battery cell's design service life exceeding 1 million kilometers.

Dados divulgados pela Associação Europeia de Fabricantes de Automóveis (ACEA) mostraram que as vendas de automóveis na Europa subiram pelo terceiro mês consecutivo em abril, com os registros de carros novos aumentando 7% em relação ao ano anterior, para 1,15 milhão de unidades. As vendas cresceram nos principais mercados, incluindo Alemanha e Reino Unido, com as entregas de veículos elétricos disparando 38%. Impulsionadas por novas políticas de subsídios, as vendas de veículos elétricos na Alemanha, o maior mercado automobilístico da Europa, saltaram 41%.