Dalian Shidai Tangu New Energy Co., Ltd. was established, with Kang

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NewsFlash / Cobalt & Lithium / CATL Teams Up with BTR!

CATL Teams Up with BTR!

Jun 20, 2025 17:05

Source:SMM

Dalian Shidai Tangu New Energy Co., Ltd. was established, with Kang Baohua as its legal representative and a registered capital of 10 million yuan. Its business scope includes R&D of emerging energy technologies, engineering and technological research and experimental development, R&D of online energy metering technologies, energy performance contracting, battery sales, technical services for solar power generation, information system integration services, information system operation and maintenance services, and engineering management services. Shareholder information indicates that the company is jointly held by Shidai Green Energy Co., Ltd., a wholly-owned subsidiary of CATL, Dalian Dongfang Tangu New Material Group Co., Ltd., and BTR, with shareholding ratios of 80%, 15.1%, and 4.9%, respectively.

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According to customs data, China's exports of lithium hydroxide increased in May, while import data decreased.

Jun 21, 2025 01:04

Selected News

[SMM Analysis] China Imported 605,000 mt of Spodumene in May, Maintaining High Volume Levels

According to customs data, the total imports of spodumene in May were approximately 605,000 mt, down slightly by 2.9% MoM, equivalent to approximately 53,000 mt in lithium carbonate equivalent (LCE).

Jun 21, 2025 00:30

Selected News

【SMM Analysis】Ghana's First Lithium Mine Development Sparks Tax Concession Debate

The dispute centers on two key demands from Atlantic Lithium’s Ghanaian subsidiary, Barari DV: slashing royalty rates from 10% to 5% and revising corporate tax terms. The company argues that plunging lithium prices have slashed its post-tax return rate from an initial projection of 94% to just 13.6%. However, NRGI’s independent analysis suggests the project could still yield a 28% return even at current prices.

Jun 20, 2025 19:37

Analysis Industry

[SMM Analysis] The import and export volumes of ternary cathode in May were released, with imports down 13% MoM and exports down 4% MoM (13% in the original text)

In May 2025, China's exports of ternary cathode material (combined value of NCM + NCA) were 9,021 mt, down 4% MoM and up 31% YoY.

Jun 20, 2025 18:35

Selected News

【SMM Analysis】Coconut Shell Charcoal Imports Continue to Rise in Price: Are There Other "Alternatives" for Raw Materials of Hard Carbon?

According to the latest data from the General Administration of Customs, China imported 11,622.7 mt of nutshell charcoal in May 2025, down 15% MoM and 21% YoY. The average import price of nutshell charcoal in May was $593.18/mt. In March, the average import price was $549.46/mt, indicating a MoM increase in the average import price per mt of nutshell charcoal.

Jun 20, 2025 17:08

Analysis

[SMM Weekly Review] The transaction coefficient in the disassembly recycling market continued to decline this week (June 16-19, 2025)

Recycling: This week, lithium chemical prices fluctuated, while prices of products such as cobalt salt and nickel salt continued to decline. The coefficients for ternary, LCO black mass, and other products also maintained a downward trend this week. The prices per % lithium for LFP pole piece black mass ranged from 2,200 to 2,300 yuan/mtu, while for LFP battery black mass, they ranged from 2,000 to 2,150 yuan/mtu. Taking ternary black mass as an example: Currently, the nickel-cobalt coefficient for ternary pole piece black mass is 72-74%, and the lithium coefficient is 69-72%. The nickel-cobalt coefficient for ternary battery black mass is 70-72%.

Jun 20, 2025 16:53

Selected News

[SMM Analysis] Are There Other "Alternatives" for Hard Carbon Raw Materials as the Import Price of Coconut Shell Charcoal Continues to Rise?

[SMM Analysis: Are There Other "Cost-Effective Alternatives" for Raw Materials of Hard Carbon as Coconut Shell Charcoal Imports Continue to Rise?] SMM June 20 Report: According to the latest data from the General Administration of Customs, China imported 11,622.7 mt of nutshell charcoal in May 2025, down 15% MoM and 21% YoY. The average import price of nutshell charcoal in May was $593.18/mt. The average import price in March was $549.46/mt, indicating an MoM increase in the average import price per mt of nutshell charcoal. ...

Jun 20, 2025 16:46

Selected News

[SMM Data] LiPF6 Import and Export Data in May 2025

[SMM Data: Import and Export Data of LiPF6 in May 2025] In May 2025, China's cumulative exports of LiPF6 reached 1,299 mt, up approximately 7% MoM.

Jun 20, 2025 16:14

Selected News

Prices of cobalt-based products mostly declined, with cobalt tetroxide prices falling by 2,650 yuan in a single week. The market is awaiting policy directions from the DRC [Weekly Observation]

Jun 20, 2025 16:06

Selected News

[SMM Analysis] Analysis of Ternary Cathode Precursor Export in May

In May 2025, China's ternary cathode precursor exports reached 8,858 mt, up 18% MoM and down 49% YoY.

Jun 20, 2025 15:38

Selected News

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