[SMM Data] June LiPF6 Import and Export Data

March 29th, SMM reports: This week, the prices of anode materials experienced weak performance. In terms of costs, the price of low-sulfur petroleum coke remained stable. With some refineries undergoing maintenance and a rebound in anode material procurement volumes, prices may be adjusted upwards in the future.

On March 26, the 1.5GWh sodium-ion battery production line project of Changde Cospower New Energy Technology company commenced construction in Changde City, Hunan Province.

On March 11th, lithium carbonate futures surged 3.28% to 116,400 yuan/ton, and spot prices rose to an average of 109,250 yuan/ton, amidst cautious market 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 Analysis: NPC Deputy and Chairman of Times Electric Li Donglin: Accelerate Improving Standards System and Regulatory Mechanisms for New Energy Storage Industry] SMM News March 7: During the Two Sessions, Li Donglin, a deputy to the 14th National People's Congress and chairman of Times Electric, submitted four proposals to the conference, including the "Proposal on Accelerating the Improvement of Standards System and Regulatory Mechanisms for the New Energy Storage Industry". Regarding some issues exposed in the rapid development of the new energy storage industry, Li Donglin proposed that regulatory authorities such as the National Development and Reform Commission and the National Energy Administration should take the lead in further optimizing the standards system for new energy storage and accelerating the improvement of market regulatory mechanisms.

【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...】

On March 6th, lithium carbonate futures fell by 1.17% to 114,000 yuan/ton, while spot prices remained stable at an average of 107,500 yuan/ton amidst market steadiness.

【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.

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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