[Solid-state: FAW Reports Low-pressure Sulfide Battery Breakthrough; Li2S Pilot Lines Advance]

In August, China’s phosphate ore imports surged month-on-month (MoM), and the price center shifted upward. Total imports for the month were 116,000 mt, up 563.2% MoM, largely recovering from the extremely low base in July caused by the export ban. The average import price rebounded to US$94.6/mt, up 12.0% MoM. Egypt and Jordan together accounted for 98.3%, further intensifying source concentration. Meanwhile, after consecutive zero transactions, exports suddenly rose to 61,000 mt in August.

[SMM Analysis: Phosphate Ore Imports and Exports Surge in August as Demand Peak Season Approaches?] In August 2026, China's phosphate ore imports surged MoM and the price center shifted upward. Total imports for the month reached 116,000 mt, soaring 563.2% MoM, largely recovering from the extremely low base in July caused by the export ban. The average import price rebounded to $94.6/mt, up 12.0% MoM. Egypt and Jordan together accounted for as much as 98.3%, further intensifying source concentration. Meanwhile, on the export side, after consecutive months of zero transactions, August suddenly saw volumes surge to 61,000 mt, signaling market preheating ahead of the end of the phosphate fertiliser export ban window.

On the raw material, material, and cell sides, leading companies quietly made continuous breakthroughs in R&D and technology iteration, while startups increased external promotion efforts to build sufficient customer reserves before the commercialization wave of solid-state batteries arrives. The Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC) issued the 15th Five-Year Plan for the Electronic Information Manufacturing Industry.