Guangxi Withdraws 3,838.7 MW of New Energy Projects Due to Non-Compliance or Delay

The second-life application market was largely stable this week, with no notable price fluctuations. Cost side, lithium carbonate rose early in the week and pulled back mid-week, cobalt sulphate held steady, and nickel sulphate pulled back slightly. Although raw material prices fluctuated, the transmission to the second-life segment takes time, so the impact on second-life costs was limited. Supply side, the impact of policies is gradually being digested, merchant shipments have begun to return to normal, market supply has been released, and quotes remained largely stable overall. Demand side performance was divergent, with ternary demand relatively mediocre and limited transactions, while LFP demand was moderate, with better transactions than ternary. Overall, the market currently lacks clear drivers for price changes, with supply and demand broadly balanced. Second-life prices are expected to remain largely stable in the short term, while attention should be paid to lithium carbonate price trends and downstream demand changes.

No lado das matérias-primas, os preços do carbonato de lítio dispararam e recuaram esta semana, os preços do sulfato de níquel continuaram a cair ligeiramente, e os preços do sulfato de cobalto viram sua queda pausar e se estabilizaram em níveis baixos.

No mesmo período, a empresa lançou baterias híbridas sólido-líquidas de alta gama para motocicletas elétricas (72V50Ah, 72V100Ah), e suas células híbridas sólido-líquidas de 300Wh/kg entraram em entrega em pequenos lotes para aplicações robóticas. O negócio de baterias de lítio gerou receita de RMB 899 milhões no primeiro semestre do ano, um aumento de 66,52% em relação ao ano anterior.