On June 18, GEM disclosed that its main business growth drivers include focusing on core businesses such as key metal recycling and extraction, power lithium battery recycling, and new energy material core manufacturing. In the ternary precursor business, the company focuses on expanding the high-end product market. Regarding ternary cathode materials, the company focuses on high-profit segments such as small power applications, planning shipments to exceed 35,000 tons in 2026 and 60,000 tons in 2028. At the same time, the company is actively positioning itself in next-generation battery material technologies. High-nickel, ultra-high-nickel ternary cathode materials, and lithium-rich manganese-based cathode materials are considered the mainstream research directions for future solid-state batteries. The company has teamed up with Ningbo Eastern University of Technology and the academician team of Sun Xueliang to promote the industrialization of related technologies.
Jun 18, 2026 15:45Recently, the commissioning ceremony for Hubei Sentery New Energy Technology Co., Ltd.'s annual 50,000-ton lithium battery recycling anode material project was held in the Dongbao Industrial Park. It is reported that this project was jointly constructed by Hubei Sentery New Energy Technology Co., Ltd. and Jiangsu Huasheng Lianying New Energy Materials Co., Ltd., building two high-performance, multi-type graphite anode material recycling production lines. Upon reaching full production capacity, this project will significantly boost the improvement of the new energy and new materials industrial layout in Dongbao and strengthen the industrial cluster.
Jun 1, 2026 18:04SMM May 5 News: 【Guangdong 40,000-ton waste power battery recycling project launched】Recently, the Huizhou Municipal Bureau of Ecology and Environment in Guangdong Province issued a public notice of project acceptance for the "Annual 40,000-ton Waste Power Battery Anode Graphite, Aluminum-Plastic Composite Film, and Separator Recycling Project" of a Guangdong company. According to the notice, the total investment is 116 million yuan, and the project site is located in Boluo County, Huizhou, Guangdong. The project will build an annual 40,000-ton waste power battery anode graphite, aluminum-plastic composite film, and separator recycling facility, regenerating 20,000 tons of waste battery anode graphite, 10,000 tons of aluminum-plastic film, and 10,000 tons of separator per year. 【Guiyang 120 million yuan lithium battery green recycling project launched】Recently, the Guiyang Comprehensive Bonded Zone in Guizhou Province released the first public participation announcement for the environmental impact assessment of a Guizhou company's "Guiyang Comprehensive Bonded Zone Waste Lithium Battery Green Recycling and High-Value Utilization Industrial Base Project". According to the announcement, total investment is 120 million yuan, and the site is located in the Guiyang Comprehensive Bonded Zone. The project will purchase three sets of equipment, and plans to build one waste lithium battery recycling and dismantling production line, one cathode and anode sheet crushing production line, and one echelon utilization production line, rapidly forming large-scale production capacity. 【Huai'an, Jiangsu: 30,000+ ton waste LFP battery comprehensive recycling project landed】Recently, the Huai'an Municipal People's Government in Jiangsu Province issued a notice regarding the proposed review of the environmental impact report for a Jiangsu company's "High-Value Comprehensive Recycling of Waste LFP Batteries and Scrap to Produce 10,000 mt/year Battery-Grade Lithium Carbonate Project". Currently, the project will construct one dismantling and crushing line for retired LFP battery cells, one dismantling and crushing line for scrap LFP battery cells and LFP cathode sheets, and one hydrometallurgical lithium extraction line for black mass. 【Tianjin Jinghai adds 10,000-ton waste LFP battery processing project】Recently, the Administrative Approval Bureau of Jinghai District, Tianjin, issued a notice on the acceptance of the environmental impact report for a Tianjin company's "LFP Battery Material Deep Processing Project". According to the notice, the company plans to invest 120.1 million yuan to build the "LFP Battery Material Deep Processing Project", purchasing one crushing and sorting line and LFP mixed black mass deep processing equipment. It will mainly crush and sort externally purchased waste LFP batteries, and further utilize part of the LFP mixed black mass obtained from crushing and sorting. It will add an annual waste LFP battery processing capacity of 10,000 tons and an LFP mixed black mass processing capacity of 5,000 tons. 【Wenzhou, Zhejiang: 5,000-ton waste power battery dismantling and standardized echelon project landed】Recently, the Longwan District People's Government of Wenzhou, Zhejiang Province, published an environmental impact assessment notice for a Zhejiang company's "Waste Power Battery Dismantling and Standardized Echelon Utilization Project". According to the notice, the company's project is located in the Wenzhou Bay New Energy Technology Industrial Park. The project will utilize existing factory buildings to set up one module and pack assembly line and two used lithium battery pack physical dismantling lines, without involving cell disassembly. Upon completion, th
May 29, 2026 19:46SMM May 28 News:This week (May 22–29), China's waste lithium battery recycling sector witnessed a wave of project public announcements and launches, spanning more than ten provinces and cities including Guangdong, Hebei, Jiangsu, Anhui, Tianjin, Zhejiang, and Hubei.
May 29, 2026 19:44The Fuyang Municipal Bureau of Ecology and Environment in Anhui Province published a pre-approval notice for the environmental impact report of an Anhui company’s retired lithium battery material resource recycling and regeneration project. The total investment is 230.51 million yuan, and the site is in the Taihe Economic Development Zone. The project will construct a lithium battery dismantling workshop, a comprehensive utilization workshop, raw material and finished product warehouses, and other facilities. Primarily engaged in lithium battery recycling, echelon utilization, processing, and dismantling, the project will achieve an annual treatment capacity of 20,000 tons of waste lithium batteries after completion.
May 29, 2026 19:32A Hubei company’s official website released the first environmental impact assessment announcement for its retired lithium battery comprehensive utilization project. The project will be located in the Economic Development Zone of Dawu County, Xiaogan City, Hubei Province. It will feature fully automatic precise dismantling and cathode material regeneration and repair production lines, procuring complete sets of equipment for cell precision disassembly, powder separation, material purification, and material regeneration and repair. Upon completion, it will process 40,000 tons of waste LFP batteries annually and produce 20,000 tons of regenerated and repaired battery cathode materials each year.
May 29, 2026 19:32Dear Users, Greetings! In recent years, as the global new energy vehicle industry entered a large-scale retirement period and resource security strategies were upgraded, China's lithium battery recycling market continued to expand rapidly. In August this year, China officially began allowing the import and export of black mass, and it is expected that more black mass meeting quality requirements will enter China in the future. Against this backdrop, the value and pricing mechanism of overseas black mass in the Chinese market are attracting close attention from both upstream and downstream segments of the industry chain. In response to market changes, addressing the industry's practical needs for evaluating the value of recycled raw materials, and promoting the establishment of a more open and fair pricing benchmark in the lithium battery recycling sector, the Shanghai Metals Market (SMM), after in-depth market surveys and discussions has decided: On January 9, 2026, SMM will officially launch new weekly price for lithium battery recycling. The newly added price are as follow: 1. SMM Battery Black Mass, NCM/NCA, % payable of SMM's Nickle sulphate, FOB Malaysia, 9% < Ni < 20% 2. SMM Battery Black Mass, NCM/NCA, % payable of SMM's Cobalt sulphate, FOB Malaysia, Specification: 5% < Co < 10% 3. SMM Battery Black Mass, NCM/NCA, % payable of SMM's Lithium Carbonate, FOB Malaysia, Specification: 3% < Li < 3.5% Details of this price point are as follows: Description: SMM Battery Black Mass, NCM/NCA, % Payable of SMM's Nickel Sulphate, FOB Malaysia, 9% < Ni < 20% SMM Battery Black Mass, NCM/NCA, % Payable of SMM's Cobalt Sulphate, FOB Malaysia, 5% < Co < 10% SMM Battery Black Mass, NCM/NCA, % Payable of SMM's Lithium Sulphate, FOB Malaysia, 3% < Li < 3.5% Quality: Ni 9%-20%, Co 5%-10%, Li 3%-3.5% Quantity: Minimum 30 tonnes Definition: FOB Malaysia main ports Timing: 1-2 Months Unit: % Payment Terms: 50% Payment in advance T/T in USD , other payment terms normalized Pulication: Weekly, Friday 12pm Beijing time Relevant companies from the New Energy Industry Chain are welcomed to participate and support SMM in better serving the New Energy Industry Companies. Relevant companies from the New Energy Industry Chain are welcomed to participate and support SMM in better serving the New Energy Industry Companies. Shirley Wang 021-51666838 wangcong@smm.cn Thomas Feng 021-51666714 marui@smm.cn Freya Lin 021-51666902 linziya@smm.cn Rayna Lei 021-20707873 leiyue@smm.cn Melanie Choy (Malaysia) +6012-4926909 melanie.choy@smm.cn Shanghai Metals Market New Energy Research Team November 26, 2025
PriceDec 29, 2025 18:56Dear Users, Greetings! On December 12, 2025, SMM will officially launch new weekly price points for lithium battery recycling. The newly added price points are as follow: 1. SMM Black Mass, NCM/NCA, % payable of SMM's Nickle sulphate, FOB Malaysia, Specification: 18% < Ni < 40% 2. SMM Black Mass, NCM/NCA, % payable of SMM's Cobalt sulphate, FOB Malaysia, Specification: 5% < Co < 18% 3. SMM Black Mass, NCM/NCA, % payable of SMM's Lithium sulphate, FOB Malaysia, Specification: 5.5% < Li < 6.5% The price will be updated and maintained every Friday at 12:00 PM. Relevant companies from the New Energy Industry Chain are welcomed to participate and support SMM in better serving the New Energy Industry Companies. Shirley Wang 021-51666838 wangcong@smm.cn Maria Ma 021-51595780 marui@smm.cn Freya Lin 021-51666902 linziya@smm.cn Rayna Lei 021-20707873 leiyue@smm.cn Melanie Choy (Malaysia) +6012-4926909 melanie.choy@smm.cn Shanghai Metals Market New Energy Research Team December 2, 2025
PriceDec 2, 2025 17:22Dear User, Hello! On September 12, 2025, SMM officially launched new weekly price points for lithium battery recycling. The newly added price points include: 1. SMM Black Mass, NCM/NCA, Payable indicator, cobalt, FOB Koera, % payable of SMM's Cobalt Metal (in-whs Rotterdam) , Specification: 18% < Ni < 40% 2. SMM Black Mass, NCM/NCA, Payable indicator, nickel, FOB Koera, % payable of LME's Nickel Cash Official price , Specification: 5% < Co < 18% The price are updated and maintained every Friday at 12:00 PM. On September 12, 2025, this week’s SMM NCM/NCA black mass‘s weekly price was 87%-91%, remaining unchanged from last week. We welcome more related companies in the industry chain to participate and support SMM in better serving the new energy industry chain.
PriceOct 28, 2025 18:20

