[SMM Analysis] Supply Recovers but Gap Remains, Lithium Carbonate's Core Contradiction in H2 Shifts to Demand Realization

Copper Prices Shot Up, Curbing Demand; Premiums in North China Continued to Decline [SMM North China Spot Copper]

SMM: Global LFP Industry Landscape & Raw Material Cost Transmission and Pricing Mechanism Restructuring in 2026

[SMM Survey] Central China Wire Rod Weekly Survey: BF and EAF Steel Mill Operating Rates Diverge, Wire Rod Output Expected to Edge Up Next Week

[SMM Cobalt Morning Meeting Summary] Weak Demand in the Metal Materials Chain, Falling Costs Intensify Price Pressure