On March 16, 2026, Xi'an Lanshen New Material Technology Co., Ltd. announced the formal termination of the "Sales Contract for a 3,000 Tons/Year Battery-Grade Lithium Carbonate Extraction Plant" signed with HANACOLLA S.A. from Argentina. The core reason for this contract termination was a change in the overall project planning. Given that the "Sales Contract" was still within its validity period and partially fulfilled, the two parties reached an agreement after friendly negotiations. According to the signed "Termination Agreement," the original sales contract will be terminated from the date of the agreement's signing.

Guibao Science (Guibao Tech) announced on the SZSE interactive platform that its 50,000-ton/year silicon-carbon anode and adhesive project for lithium batteries is progressing smoothly. To date, the company has commissioned 3,000 tons of silicon-carbon anode, 10,000 tons of silicone adhesive, and 5,000 tons of polyurethane sealant capacity. For 2026, the plan includes adding another 17,000 tons of capacity, consisting of 7,000 tons of silicon-carbon anode, 5,000 tons of polyurethane sealant, and 5,000 tons of silicone adhesive. Remaining capacity will be released in phases to strengthen the company’s position in the lithium battery supply chain.

On March 17, Rongbai Technology released the "Announcement Regarding the Adjustment of the Equity Structure of a Wholly-Owned Korean Subsidiary and Related Party Transactions," stating its intention to adjust the equity structure of its wholly-owned Korean subsidiary, Jaese Energy Co., Ltd., and to gradually sell the ternary cathode production capacity of Korea JS. This move aims to address challenges related to relevant uncertainties and enhance the company's core competitiveness for long-term participation in the North American lithium battery market, thereby avoiding significant idle overseas production capacity.

On the evening of March 16, Farasis Energy (Ganzhou) Co., Ltd. issued a voluntary disclosure announcement, stating that its wholly-owned subsidiary, Guangzhou Farasis Energy Technology Co., Ltd., recently received a "Designation Development Notice" from GAC Group. GAC Group has selected it as a partner for the development and supply of power batteries, with related products expected to officially commence supply in the first half of 2027. According to the announcement, the core product for this designated cooperation is a lithium iron phosphate power battery designed based on the SPS (Super Pouch Solution) large-format pouch power battery solution.

China Carbon Neutral Development Group Limited announced a voluntary strategic cooperation agreement signed in March 2026 between its wholly-owned subsidiary, Xunli Technology, and Hubei Liming Lithium. This partnership aims to jointly promote lithium battery recycling and utilization. Key cooperation areas include recycling network collaboration, small power battery PACK development, supply chain finance support, new energy scenario development ("photovoltaic - energy storage - charging - swapping"), and overseas market expansion. Hubei Liming Lithium, a high-tech enterprise, anticipates processing 20,000 tons of waste batteries by 2026 with a recovery rate exceeding 95% and an annual output value over 400 million yuan.

Solid-state batteries were a hot topic at the 2026 Two Sessions, where delegates noted that the industry is at a critical inflection point, moving from “samples” to “products.”