[SMM Weekly Review of Lithium Battery Anode Raw Material Market: This week, the price of low-sulphur petroleum coke remained stable, with an average market price of 3,860 yuan/mt.]

This week, the price of 5-series ternary cathode material increased slightly, while the prices of 6-series and 8-series ternary cathode materials declined.

This week, the price of ternary cathode precursor decreased slightly.

[SMM Analysis: Review and Outlook of the Electrolyte Industry in H1 2025] According to SMM statistics, over the past six months, the total production of electrolyte reached 907,480 mt, up 62.5% YoY compared to 558,390 mt in H1 2024.

[SMM Analysis: Review and Outlook of the LiPF6 Industry in H1 2025] In H1 2025, the total production of LiPF6 reached 113,985 mt, up 46.8% YoY compared to 77,628 mt in H1 2024.

On the evening of July 15, Taijia Co., Ltd. (002843) announced that, based on the external environment and the company's actual situation, it would postpone the implementation of the "Cemented Carbide Band Saw Blade Production Line Construction Project" (with a planned investment of 112.1113 million yuan), the "High-Speed Steel Bimetal Band Saw Blade Production Line Construction Project" (with a planned investment of 122.805 million yuan), and the "New Energy Power Supply and ESS Production Site Project" (with a planned investment of 241.8379 million yuan). The dates for these projects to reach their predetermined usable states have all been postponed to September 20, 2026.

[SMM Analysis: Artificial Graphite Prices Slightly Declined in June, Expected to Remain Under Pressure in July] SMM reported on July 16: In June, the prices of some artificial graphite anode materials showed a slight downward trend. Cost side, the price of graphitisation tolling services slightly decreased

Early January 2025 - Late January 2025:Pre-Chinese New Year inventory buildup drives active market transactions and price increases