[In July 2025, Chile's lithium carbonate exports reached 29,300 mt, including 13,600 mt exported to China.]

Capchem disclosed its earnings forecast for the first three quarters. The company expects net profit attributable to shareholders of the publicly listed firm for the first three quarters of 2026 to be 1.53 billion to 1.58 billion yuan, up 104.53%-111.22% from the same period last year.

Lopal announced in an evening filing that its second-tier holding subsidiary Nanjing Lithium Source and Jiyao Tongxing signed a Strategic Cooperation Framework Agreement. Under the agreement, provided that product settlement prices are competitive and delivery cycles, quality, and technology meet requirements, Nanjing Lithium Source and its affiliated producers will sell a combined 378,600-567,800 mt of LFP cathode materials to Jiyao Tongxing from 2026 to 2030, with specific sales volumes determined by orders. The specific unit price is subject to fluctuations in major raw material prices and will be determined monthly by both parties in accordance with the agreement terms.

According to China Southern Power Grid, self-driving travel was popular during the National Day holiday, with concentrated release of long-distance travel demand for NEVs and significant climbs in charging load at key scenarios such as highway service areas and scenic spots. On the first day of the holiday, the daily charging volume of China Southern Power Grid's unified charging service platform "Shun Yichong" surpassed 10 million kWh for the first time, reaching 10.4431 million kWh, up 24.51% YoY.