On June 17, Yahua Group (002497) announced that it would establish Yahua Lithium Group to coordinate and integrate various resources of the Group's lithium industry, give full play to the business advantages of each company, focus more on the development of the lithium industry, improve the Group's resource synergy efficiency, reduce the cost of the business chain, and promote the rapid and high-quality development of Yahua's lithium industry. The announcement showed that Yahua Group would use its wholly-owned subsidiary, Sichuan Yahua Lithium Technology Co., Ltd., as a platform, which was proposed to be renamed as "Yahua Lithium Group", and would transfer the equity of five subsidiaries involved in lithium business to Yahua Lithium Group free of charge.

Dazhong Mining (001203.SZ) has extended its lithium battery business to lithium metal battery materials. Dazhong Mining announced that it had signed an "Investment Agreement" with the Management Committee of Linwu High-tech Industrial Development Zone, planning to invest 1 billion yuan to construct the "Project for Producing 3,000 mt of New Materials for Lithium Metal Batteries Annually". As of the market close today, Dazhong Mining's share price closed at 10.07 yuan, with a total market capitalization reaching 15.186 billion yuan.

On June 10, 2025, the Ministry of Ecology and Environment (MEE) of the People's Republic of China officially announced the "Regulations on the Import of Recycled Black Mass Raw Materials for Lithium-ion Batteries and Recycled Steel." This document assigns the customs Harmonized System (HS) code 3824999996 to recycled black mass raw materials for lithium-ion batteries. The regulations will take effect on August 1, 2025.

[SMM Analysis: The Uncommon Yet Not Ordinary Prussian White: How Can Low-Cost Materials Sustain Competitiveness?] SMM News on June 18: Driven by the goal of carbon neutrality, sodium-ion batteries have emerged in the fields of energy storage systems (ESS) and start-stop applications due to their advantages of abundant resources and low cost. The Prussian route, as one of the three major cathode routes for sodium-ion batteries, is gradually gaining attention. Prussian materials are currently divided into two types: Prussian blue and Prussian white. The main reason for the color difference between the two cathodes lies in crystalline water. Prussian white requires further dehydration based on Prussian blue, so precise control of crystalline water is necessary for Prussian white...

The SMM Lithium Battery Raw Materials Conference 2025 will be held in Xiamen on October 20-21, 2025, focusing on the critical challenges and opportunities in the supply chain of key battery raw materials such as nickel, cobalt, and lithium amid the global energy transition. The conference aims to analyze international policy shifts, supply-demand dynamics, and pricing mechanisms from multiple perspectives, fostering a more stable, transparent, and efficient industry chain. Key Topics Include: 1.Global Market Trends: Examining the impact of geopolitics, trade policies, and supply-demand imbalances on nickel, cobalt, and lithium pricing and supply chains. 2.SMM Pricing System: Interpreting the authoritative price formation mechanism and providing future trend forecasts. 3.Industry Chain Collaboration: Facilitating long-term contract negotiations and one-on-one business matchmaking to enhance upstream-downstream cooperation. 4.Technological Innovation: Exploring cutting-edge advancements in battery materials to support corporate strategic planning. Highlights: 1.Full Industry Chain Participation: Gathering global stakeholders, including resource extraction, refining, R&D, and end-use manufacturers. 2.Authoritative Market Insights: SMM will release in-depth analysis and price benchmarks for nickel, cobalt, and lithium. 3.Efficient Networking: Structured business matchmaking to promote long-term supply chain partnerships. 4.This conference will deliver forward-looking insights, empowering enterprises to navigate resource flows and market transformations while advancing the sustainable development of the global new energy industry chain.