Recently, China’s manganese-based battery materials market has shown an overall pattern of cost-driven dynamics, product differentiation, and gradually recovering demand. Manganese sulphate and Mn3O4 were supported by rising upstream raw material costs and freight rates, with prices trending upward; MnO2 remained stable; LMO held steady amid fluctuations in lithium carbonate, awaiting a recovery in demand in April.

In May 2025, the production of electrolytic manganese dioxide (EMD) increased compared to the previous month and also achieved a certain increase YoY. This was mainly due to the steady growth in demand from the downstream primary battery market and the good performance of enterprises' production status. Among them, the production of carbon-zinc and alkaline-manganese dioxide both increased slightly...

In March 2025, EMD production saw a slight increase MoM, with a notable rise YoY. This was primarily driven by the recovery in the primary battery market downstream, where demand experienced a slight uptick, subsequently boosting the production of carbon-zinc and alkaline manganese dioxide...

In February 2025, the production of EMD increased slightly MoM. The main reason was that after the Chinese New Year holiday, enterprises largely resumed normal production, and market supply saw a slight increase...

In January 2025, the production of EMD experienced a slight decline MoM. The main reason for the decrease in production was the impact of the domestic Chinese New Year holiday, during which some companies faced equipment adjustment issues, leading to reduced production plans...

In December 2024, China's EMD production saw a slight decline MoM. The primary reason for the slight decrease in December production was the year-end lull in the primary battery market, with no significant increase in demand observed......