[SMM Analysis] Malaysia Advances Power Battery Recycling System Construction, Battery Passport Standards and Recycling Projects Accelerate Implementation

Về phía nguyên liệu thô, giá lithium carbonate tăng nhẹ tuần này, giá nickel sulphate biến động, còn giá cobalt sulphate tiếp tục giảm.

Recently, the first cell rolled off the production line at the battery factory of Times BAIC (Beijing) New Energy Technology Co., Ltd., marking the start of the mass production phase. Times BAIC was jointly invested in and constructed by CATL, BAIC Group, Beijing Energy Group, and Xiaomi Group. Currently, construction of the factory is nearing completion, with equipment for the second production line undergoing commissioning. Full-scale production is expected to commence in August. For the entire year of 2026, the factory is projected to produce 7.5 GWh of cells. Once the project reaches full capacity, it will form an annual power battery production capacity of 15 GWh, significantly enhancing the product strength and cost advantages for Beijing-Tianjin-Hebei vehicle manufacturers such as BAIC and Xiaomi.