【SMM New Energy News】Cangzhou Mingzhu Fully Commissions Lithium Battery Separator Projects

This week, the second-life application market operated steadily overall. Ternary product prices weakened slightly, while quotations for other categories remained basically stable. On July 30, the Ministry of Industry and Information Technology abolished the relevant second-life application policies and standards, and 100 second-life battery producers were removed from the compliance list. The industry entered a period of policy digestion, and the market's operating logic changed. Cost side, raw material price trends diverged: lithium carbonate edged up, cobalt sulphate continued to grind lower, and nickel sulphate was broadly stable. The raw material side had a limited impact on second-life costs. Supply side, as the policy took effect, inventory held by former second-life battery producers could no longer circulate under the "second-life" label, and the pace of flows to the recycling segment accelerated noticeably. Some enterprises offloaded goods at low prices to recover funds, putting some pressure on market prices. Demand side, core downstream applications such as e-bikes were explicitly prohibited by the policy, so second-life demand contracted directly. Wait-and-see sentiment was strong in sectors such as telecom backup power; downstream purchase willingness was generally low; and overall market transactions were relatively subdued. Looking ahead, the short-term market is expected to remain mainly stable. Under inventory diversion pressure, ternary products still have room to edge down slightly. The pace of detailed policy rollout and enforcement intensity will be key to the subsequent market trend.

[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Remained Stable This Week (Aug 10-13, 2026)] From August 10 to August 13, 2026, electrolyte prices remained stable. Future electrolyte price trends still require continuous monitoring of raw material price fluctuations and their pass-through.