[SMM Analysis]Millberry Payability Returns to High Levels—Why Are No. 1 and No. 2 Copper Scrap Lagging?

CATL/BYD/Sunwoda are racing to adopt silicon carbon anode, accelerating its ramp-up.

July Battery and New Energy Capacity Expansion Structural Divergence: Cathode Secured 32.1 Billion, Solid-State/Sodium-Ion Battery Contributed 21.1 Billion

Hunan Yuneng Reports 142.92% Revenue Growth in H1 2026, Driven by Phosphate Cathode Material Sales

[SMM Computing Power News] H800 signed a 2-year long-term agreement at 78,000 yuan per month, tight spot supply.