Overall, amid the structural adjustment of shifting demand across global regions, China’s prebaked anode exports could offset the pressure from weakening demand in traditional markets through market structure optimization and a shift in the center of orders, coupled with its own capacity and supply chain advantages. Full-year China prebaked anode exports are expected to maintain a certain increase.

According to foreign media reports, the latest data from automotive market consulting firm Rho Motion shows that global sales of battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) reached 1.5 million units in April, up 29% YoY. Despite trade tensions, the Chinese and European markets maintained steady growth, while the North American market saw its first decline since September last year. Among them, EV sales in the Chinese market increased by 32% compared to the same period in 2024, reaching 900,000 units. As part of an expanded consumer trade-in program in January, China extended its auto trade-in subsidy policy until 2025, aiming to avoid a decline in EV sales and boost economic growth. Charles Lester, Data Manager at Rho Motion, stated that while Chinese EV automakers continue to expand domestic sales of EV models, they are also actively expanding their overseas market presence in the PHEV segment. Lester also noted, "Since the beginning of this year, PHEV sales in global regions outside of China, North America, and Europe have nearly doubled, with Chinese exports contributing the majority of the increase." In the European market, new vehicle registrations for BEVs and PHEVs increased by 35% YoY, with sales reaching 300,000 units. The main reasons for Europe's growth are that traditional European automakers are accelerating their electrification transformation to meet EU carbon emission standards, and BEV model sales have surpassed those of Tesla. Regarding Tesla, Lester said that its market share continued to decline before the Model Y received a product refresh. In North America, EV sales fell by 5.6% YoY to 100,000 units. Global automakers face a 25% import tariff in the US, the world's second-largest automotive market, leading many manufacturers to withdraw their 2025 performance outlooks. Meanwhile, the Trump administration's stance on emission standards and uncertainty surrounding tariff policies have also hindered the growth of the North American EV market. Lester stated that the trade agreements reached by Trump with the UK and China this month have had a minimal impact on EV sales, but they are a positive signal for the industry ahead of potential trade negotiations with South Korea, Japan, and the EU. The global EV industry is currently at a critical turning point, with governments worldwide introducing policies to encourage the purchase of EVs. However, trade tensions and a slowdown in automotive market growth may signal factory closures and layoffs.

【Live】China's New Energy Mineral Demand and Outlook, Global Cobalt Market Dynamics, Interpretation of the New Mineral Resources Law 【MIIT: Organizing Industrial Energy Conservation and Carbon Reduction Diagnosis Services for 2025】 The General Office of the Ministry of Industry and Information Technology issued a notice on organizing industrial energy conservation and carbon reduction diagnosis services for 2025, focusing on industries such as steel, ethylene, synthetic ammonia, calcium carbide, aluminum, polysilicon, lithium batteries, cement, ceramics, flat glass, and electronic appliances, as well as information infrastructure like data centers and communication base stations. Energy conservation and carbon reduction service institutions are to provide public welfare diagnosis services for enterprises, identifying weaknesses in production processes, key product equipment, energy structure and system optimization, and energy and carbon management system construction. Based on this, they should propose technical, equipment, and management measures for energy conservation and carbon reduction, providing replicable and easily promotable system solutions for enterprises in different industries and development stages. Service institutions are encouraged to provide continuous follow-up services to enterprises that have received industrial energy conservation diagnosis services since the 14th Five-Year Plan, promoting the implementation of energy-saving measures. They are also encouraged to conduct product carbon footprint accounting based on relevant national, industry, and recommended group standards (available on the MIIT website). 【Significantly Extending the Lifespan of Next-Generation Lithium Batteries: Scientists Discover New Method】 According to Caixin, a research team from the Chinese Academy of Sciences has discovered that heating the lithium-rich manganese-based cathode material of next-generation lithium batteries can help restore voltage in aged batteries, effectively "rejuvenating" them. This discovery provides a new approach to developing smarter and more durable next-generation lithium batteries. The research was conducted by a team from the Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, and the findings have been published online in the international academic journal *Nature*. 【Tinci Materials: US LiPF6 Project in Preliminary Preparation Phase】 Tinci Materials (002709.SZ) released an investor relations activity record, stating that in January 2025, the company signed a cooperation agreement with Honeywell to establish a joint venture aimed at accelerating the large-scale production of electrolytes and LiPF6 in the North American market. Both parties will jointly invest in the construction of electrolyte and LiPF6 projects, which are currently in the preliminary preparation phase. Tinci Texas plans to build an annual 200,000 mt electrolyte project, with land acquisition completed and factory design and related environmental assessment procedures underway. 【NBS: China's High-Quality Development Actively Advancing】 Sheng Laiyun, Deputy Director of the National Bureau of Statistics (NBS), stated at a press conference of the State Council Information Office that China's high-quality development is actively advancing. First, innovation continues to progress, with new quality productive forces being cultivated and expanded. In Q1, regions increased support for innovation, particularly driving the development of high-tech industries through the application of artificial intelligence and quantum communication. Second, coordinated development continues to improve, with industrial and demand structures steadily enhancing. Industries are transforming towards high-end, intelligent, and green development. Manufacturing investment, especially in high-tech industries, has increased. Third, high-level openness continues to advance, with new trade patterns forming rapidly. Fourth, green development is steadily progressing, with industries represented by NEVs, lithium batteries, and PV maintaining rapid growth. The proportion of non-fossil energy usage has increased. Fifth, new progress has been made in improving people's livelihoods and ensuring safe development. 【Tesla's Q1 EV Market Share in California Drops to 43.9%】 Data shows that Tesla's Q1 registrations in California fell 15.1% YoY, with its EV market share in the state dropping from 55.5% YoY to 43.9%. 【US Retail Sales Post Largest Increase in Two Years, Driven by Car Purchase Boom】 US retail sales surged significantly in March due to a spike in purchases of cars, electronics, and other goods, indicating consumers were rushing to buy before tariffs took effect. Data released by the US Department of Commerce on Wednesday showed that unadjusted retail sales rose 1.4%, the largest increase in over two years. Excluding cars, retail sales grew 0.5%. This growth suggests consumers were buying cars ahead of President Donald Trump's 25% tariff on vehicles, with tariffs on parts set to take effect no later than May 3. This is expected to drive car prices up by thousands of dollars, though Trump is considering possible temporary exemptions. Car sales posted the largest increase in two years, with broad-based growth across 11 of the 13 categories reported. Related Reading: 【SMM Analysis】Review of This Week's Scrap Spot Price Trends (2025.4.7-2025.4.11) 【SMM Analysis】Overseas Lithium News (2025.4.7-2025.4.11) 【SMM Analysis】Update on Bougouni Lithium Mine Project in Mali: Production Steadily Ramping Up, Mining Rights Transfer Progressing Orderly Multiple Positive Factors Boost Auto Parts Sector, Up Nearly 6% in Intraday Trading: Do US Tariffs Offer More Possibilities for Chinese EVs? 【SMM Analysis】Calculation of US Tariff Rates on NEV Exports to Major Global Regions After "Reciprocal Tariffs" Implementation 【SMM Analysis】ESS Battery Cell Weekly Price Trends (2025.4.3-2025.4.10) 【SMM Analysis】This Week's Anode Material Prices Remain Stable 【SMM Analysis】This Week's Separator Prices Remain Stable 【SMM Analysis】This Week's Ternary Material Prices Slightly Corrected 【SMM Analysis】This Week's Ternary Precursor Prices Slightly Corrected, Expected to Remain Firm in the Short Term 【SMM Analysis】Spot Prices of Refined Cobalt Decline 【SMM Analysis】Spot Prices of Cobalt Intermediate Products Hold Up Well 【SMM Analysis】Review of This Week's Waste Battery for Cascade Utilization Price Trends (2025.4.7-2025.4.10) 【SMM Analysis】Recent Electrolyte Prices (2025.4.7-2025.4.10) 【SMM Analysis】This Week's Cobalt Chloride Prices Rise Slightly 【SMM Analysis】Spot Prices of Cobalt Sulphate Correct, Market Sentiment Cautious 【SMM Analysis】Weekly Review of Lithium Carbonate Market: Macro Headwinds Weigh Down, Price Center Drops Nearly 1,000 Yuan 【SMM Analysis】This Week's Power Battery Cell Prices Show Divergence, Domestic Demand Boosts Production Schedule 【SMM Analysis】LFP Material Market Situation in Early April 【SMM Analysis】Impact of US "Reciprocal Tariffs" on China's Power Battery Industry 【SMM Analysis】Supported by Costs, This Week's Graphitisation Outsourcing Prices Remain Stable 【SMM Analysis】This Week's Petroleum Coke Prices Rise, Needle Coke Prices Slightly Decline 【SMM Analysis】Chinese Automakers Break Through in Southeast Asia: The New Energy Industry Transformation Behind the Bangkok Auto Show 【SMM Analysis】This Week's Co3O4 Prices Show a Slight Downward Trend Spodumene Imports Reach 1.16 Million mt in the First Two Months, Lithium Hydroxide Exports Hit New Low! 【SMM Special】 US Auto Tariff Policy Officially Implemented! Mixed Reactions from Countries, Some Automakers Signal Price Hikes! 【SMM Hot Topic】 Cobalt Chloride Rises for 4 Days! Mixed Price Trends in Cobalt Products, Ban Drives Significant Growth in Cobalt Salt Production 【Weekly Observation】 【SMM Analysis】Powerful Collaboration: Australia's Lithium Mining Exploration Giant Emerges 【SMM Analysis】Weekly Summary of LFP Market 【SMM Analysis】Recent Electrolyte Prices (2025.3.31-2025.4.3) 【SMM Analysis】Review of This Week's Waste Battery for Cascade Utilization Price Trends (2025.3.31-2025.4.3) 【SMM Analysis】This Week's Separator Prices Show Divergence 【SMM Analysis】Unlocking the Future: How Can Lithium Batteries Become More Powerful? 【SMM Analysis】This Week's Ternary Precursor Prices Rise Slightly, Expected to Remain Firm in the Short Term 【SMM Analysis】This Week's Ternary Material Prices Continue to Rise Slightly 【SMM Analysis】Spot Prices of Cobalt Intermediate Products Rise Slightly 【SMM Analysis】Spot Prices of Refined Cobalt Slightly Decline, Downstream Demand Weak 【SMM Analysis】Spot Prices of Cobalt Sulphate Slightly Decline, Market Sentiment Cautious 【SMM Analysis】Calculation of US Tariff Rates on ESS Battery Cell Exports to China After "Reciprocal Tariffs" Implementation 【SMM Analysis】Downstream Demand Improves, This Week's Anode Raw Material Coke Prices Fluctuate Rangebound 【SMM Analysis】Limited Profit Margins, This Week's Graphitisation Outsourcing Prices Remain Stable 【SMM Analysis】Costs Remain Stable, This Week's Anode Material Prices Remain Stable 【SMM Analysis】This Week's Cobalt Chloride Prices Slightly Rise 【SMM Analysis】This Week's Co3O4 Prices Remain Stable 【SMM Analysis】March Recycling Market Procurement and Output Volume Surge MoM 【SMM Analysis】DRC Export Ban Drives Significant Growth in Co3O4 Production in March

【Trump May Exempt Auto Parts Tariffs, Media: No Pure US-Made Cars Exist】 US President Trump stated that he is considering providing tariff exemptions for imported auto parts to US automakers to help them shift to producing parts domestically. Previously, Trump imposed a 25% tariff on all cars shipped to the US, which is expected to increase car purchase costs by thousands of dollars. Trump noted that some automakers "need time" to relocate production from Canada, Mexico, and other places to the US, and that future parts should be produced domestically. Reports indicate that there are currently no purely US-made cars. Even cars assembled in US factories have a significant proportion of imported parts. (CCTV Finance) 【Canada to Conditionally Exempt Some Countermeasures Against US Auto Imports】 The Canadian federal Ministry of Finance announced on its official website that it will exempt some countermeasures against US auto imports to support the development of domestic automakers. The Ministry stated in a declaration: "The exemptions for these companies depend on whether they continue to produce cars in Canada and complete planned investments." 【Tesla's Shanghai Gigafactory Begins Mass Export of Refreshed Model Y】 At 13:00 on April 14, the Panamanian roll-on/roll-off ship "Great Stride" docked at berth 3 of Shanghai South Port. During its stay, the ship plans to load 3,499 EVs produced at Tesla's Shanghai Gigafactory for export, including 3,015 units of the refreshed Tesla Model Y, marking its first mass export. Driven by new models like the refreshed Model Y, car exports from Shanghai South Port saw a significant increase in April. 【New National Standard for EV Batteries to Take Effect on July 1, 2026】 The mandatory national standard "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025), organized by the MIIT, was recently released and will take effect on July 1, 2026. Key revisions include updates to thermal propagation testing, clarifying temperature requirements, power states, observation times, and vehicle testing conditions. Technical requirements have been adjusted from providing a thermal event alarm signal within 5 minutes before fire or explosion to no fire or explosion (still requiring an alarm), with no harm to occupants from smoke. New additions include a bottom impact test to assess battery protection after impact, and a safety test after 300 fast-charge cycles, requiring no fire or explosion during external short-circuit testing. The revised standard explicitly applies to power batteries for EVs, excluding non-drive batteries. Insulation resistance requirements have been improved, including AC circuit battery system insulation resistance. Compression test requirements have been enhanced, with additional insulation resistance-related criteria. 【Self-Discipline in ESS? CATL and Over 20 Giants Hold Closed-Door Meeting to Draft Initiative】 Following the self-discipline initiative in the PV industry, the PV inverter and ESS sectors may follow suit. Sources revealed that the China Photovoltaic Industry Association recently held a closed-door meeting to address "cut-throat competition" in PV inverters and ESS, where a draft initiative for healthy industry development was preliminarily reviewed. Over 20 top-tier companies, including Sungrow, Huawei, CRRC, CATL, EVE, GoodWe, Growatt, Ginlong, Sineng Electric, Chint, TBEA, Hoymiles, Hopewind, Deye, Sofar, APsystems, and Envision, attended and spoke at the meeting. Participants noted that the initiative does not involve pricing, quotas, or deposits, and has completed a round of feedback. In recent years, PV inverter and ESS product prices have continued to decline, risking a vicious cycle of irrational competition. (Sina Finance) 【Top Group Plans to Invest Up to $300 Million in Auto Parts Production Base in Thailand】 Top Group (601689.SH) announced plans to invest up to $300 million in an auto parts production base in Thailand, to be implemented in phases, with the actual investment amount subject to approval by Chinese and local authorities. The investment has been approved at the 20th meeting of the company's fifth board of directors. The company continues to advance its internationalization strategy, having established production bases in multiple locations. This investment aims to improve international geographic布局, expand international client business, and leverage local advantages to enhance economic效益. However, the investment still requires filing or approval from relevant departments and faces risks such as adjustments to construction plans, content, and scale. Related Reading: 【SMM Analysis】Weekly Review of Scrap Spot Price Trends, 2025.4.7-2025.4.11 【SMM Analysis】Overseas Lithium News, 4.7-4.11 【SMM Analysis】Update on Bougouni Lithium Mine Project in Mali: Steady Production Ramp-Up, Mining Rights Transfer Progressing Smoothly Multiple Positive Factors Boost Auto Parts Sector, Up Nearly 6% in Intraday Trading: Do US Tariffs Offer More Possibilities for Chinese EVs? 【SMM Analysis】Post "Reciprocal Tariff" Implementation: US Tariff Rates on NEV Exports to Major Global Regions 【SMM Analysis】ESS Battery Cell Weekly Price Trends, 04.03-04.10 【SMM Analysis】Anode Material Prices Remain Stable This Week 【SMM Analysis】Separator Prices Hold Steady This Week 【SMM Analysis】Ternary Material Prices Slightly Corrected This Week 【SMM Analysis】Ternary Precursor Prices Slightly Corrected This Week, Expected to Remain Firm in the Short Term 【SMM Analysis】Refined Cobalt Spot Prices Decline 【SMM Analysis】Cobalt Intermediate Product Spot Prices Hold Up Well 【SMM Analysis】Weekly Review of Waste Battery for Cascade Utilization Price Trends, 2025.04.07-2025.04.10 【SMM Analysis】Recent Electrolyte Prices, 2025.4.7-2025.4.10 【SMM Analysis】Cobalt Chloride Prices Rise Slightly This Week 【SMM Analysis】Cobalt Sulphate Spot Prices Correct, Market Sentiment Cautious 【SMM Analysis】Weekly Review of Lithium Carbonate Market: Macro Headwinds Pressure Price Center Down Nearly 1,000 Yuan 【SMM Analysis】Power Battery Cell Prices Diverged This Week, Domestic Demand Boosts Production Schedule 【SMM Analysis】LFP Material Market Situation in Early April 【SMM Analysis】Impact of US "Reciprocal Tariffs" on Chinese Power Batteries 【SMM Analysis】Supported by Costs, Graphitisation Outsourcing Prices Remain Stable This Week 【SMM Analysis】Petroleum Coke Prices Rise This Week, Needle Coke Prices Slightly Decline 【SMM Analysis】Chinese Automakers Break Through in Southeast Asia: The NEV Industry Shift Behind the Bangkok Auto Show 【SMM Analysis】Co3O4 Prices Slightly Decline This Week Spodumene Imports Reach 1.16 Million mt in First Two Months, Lithium Hydroxide Exports Hit New Low!【SMM Special】 US Auto Tariff Policy Officially Implemented! Mixed Reactions from Countries, Some Automakers Signal Price Hikes!【SMM Hot Topic】 Cobalt Chloride Rises for 4 Days! Mixed Price Trends in Cobalt Products, Ban Drives Significant Cobalt Salt Production Growth【Weekly Observation】 【SMM Analysis】Powerhouse Collaboration: Australian Lithium Exploration Giant Emerges 【SMM Analysis】Weekly Summary of LFP Market 【SMM Analysis】Recent Electrolyte Prices, 2025.3.31-2025.4.3 【SMM Analysis】Weekly Review of Waste Battery for Cascade Utilization Price Trends, 2025.03.31-2025.04.03 【SMM Analysis】Separator Prices Diverged This Week 【SMM Analysis】Unlocking the Future: How Can Lithium Batteries Become More Powerful? 【SMM Analysis】Ternary Precursor Prices Rise Slightly This Week, Expected to Remain Firm in the Short Term 【SMM Analysis】Ternary Material Prices Continue Slight Uptrend This Week 【SMM Analysis】Cobalt Intermediate Product Spot Prices Rise Slightly 【SMM Analysis】Refined Cobalt Spot Prices Slightly Decline, Downstream Demand Weak 【SMM Analysis】Cobalt Sulphate Spot Prices Slightly Decline, Market Sentiment Cautious 【SMM Analysis】Post "Reciprocal Tariff" Implementation: US Tariff Rates on ESS Battery Cell Exports to China 【SMM Analysis】Downstream Demand Improves, Anode Raw Material Coke Prices Fluctuate Rangebound This Week 【SMM Analysis】Limited Profit Margins, Graphitisation Outsourcing Prices Remain Stable This Week 【SMM Analysis】Costs Hold Steady, Anode Material Prices Remain Stable This Week 【SMM Analysis】Cobalt Chloride Prices Slightly Rise This Week 【SMM Analysis】Co3O4 Prices Remain Stable This Week 【SMM Analysis】March Recycling Market Procurement and Output Surge MoM 【SMM Analysis】DRC Export Ban Drives Significant Co3O4 Production Growth in March

CPCA's Dongshu Cui: National Auto Market in March Shows Divergence, with Passenger Vehicles Outperforming Commercial Vehicles CPCA Secretary General Dongshu Cui stated that the national auto market in March showed divergence, with passenger vehicles outperforming commercial vehicles. The implementation of a new round of subsidy policies at the end of January 2025 led to retail sales of passenger vehicles in February and March exceeding previous expectations. Before the release of the "Two New" policies, market sentiment was low, with many consumers in a wait-and-see mode in January. However, market sentiment grew rapidly in February and March, with consumer demand for passenger vehicles remaining strong before the Chinese New Year, while the commercial vehicle market showed structural growth characteristics. Last year, commercial vehicle channel inventory was high, and in March this year, the commercial vehicle market diverged, with strong growth in the new energy categories of light trucks, micro buses, and medium and large buses. China's Power and Other Battery Production in March Reached 118.3 GWh, Up 18.0% MoM According to data from the China Automotive Power Battery Industry Innovation Alliance, China's power and other battery production in March 2025 reached 118.3 GWh, up 18.0% MoM and 54.3% YoY. From January to March, China's cumulative power and other battery production was 326.3 GWh, up 74.9% YoY. In March, China's power and other battery sales were 115.4 GWh, up 28.3% MoM and 64.9% YoY. Among them, power battery sales were 87.5 GWh, accounting for 75.8% of total sales, up 30.7% MoM and 46.9% YoY; other battery sales were 28.0 GWh, accounting for 24.2% of total sales, up 21.0% MoM and 166.8% YoY. GM Suspends Production at a Canadian Plant The Canadian auto workers' union Unifor confirmed on April 12 that GM will suspend production at the CAMI assembly plant in Ingersoll, Ontario. Layoffs will begin on April 14, and partial production will resume in May. After that, production at the plant will be temporarily halted, and operations will be suspended until October 2025. During this period, GM plans to complete equipment upgrades in preparation for the production of the 2026 commercial EV. GM stated that when production resumes in October, the plant will operate on a single shift for the foreseeable future, which will also result in 500 workers being laid off indefinitely. Hunan Yuneng: Rumors of Order Cuts by CATL and BYD Are Unfounded An investor asked whether rumors of order cuts by major shareholders CATL and BYD were true. Hunan Yuneng responded on the interactive platform that the company, relying on its core technology and independent innovation capabilities, has established industry-leading production processes for phosphate cathode materials and iron phosphate precursors. With the continuous iteration of new energy battery technology and the improvement of power battery performance, new application scenarios are emerging, and the demand potential for power batteries driven by intelligent applications is expected to be released, thereby driving the demand for phosphate cathode materials in emerging application scenarios. The company will closely monitor industry developments and plans to enhance operational efficiency by introducing artificial intelligence and strengthening digital management to empower its main business development. The rumors of order cuts by CATL and BYD are unfounded. Xiaomi Auto Responds to Zhanjiang Accident: Fire Caused by Severe Squeezing and Deformation of Electric Bicycle's Lithium Battery After Collision, Which Then Ignited the Accident Vehicle Xiaomi Auto announced that on the early morning of April 5, 2025, a Xiaomi SU7 standard version collided with an electric bicycle on Provincial Highway 376 in Qujie Town, Xuwen County, Zhanjiang City, while the driver (not the owner) was manually driving. After the accident, the driver fled the scene. According to the latest police report, the driver has been arrested. The on-site investigation has been completed, and the final conclusion will be based on the relevant department's report. Preliminary findings indicate that the fire was caused by the severe squeezing and deformation of the electric bicycle's lithium battery after the collision, which then ignited the accident vehicle. Ganfeng Lithium: Signs Letter of Intent with LAR for Salt Lake Development Ganfeng Lithium announced that it has signed a letter of intent with Lithium Argentina AG to jointly develop the Pozuelos-Pastos Grandes salt lake basin in Argentina. The salt lake basin consists of three lithium salt lake projects: the PPG lithium salt lake project wholly owned by Ganfeng Lithium, the PG lithium salt lake project jointly held by both parties (Ganfeng Lithium holds 14.89%, LAR holds 85.11%), and the SDLP lithium salt lake project (Ganfeng Lithium holds 35%, LAR holds 65%). The two parties plan to integrate the three projects into a new project, the "PPGS lithium salt lake project," and formulate a phased development plan. The production process of the PPGS lithium salt lake project will partially adopt direct lithium extraction (DLE) technology, with a long-term planned annual capacity of 150,000 mt LCE. The products will include lithium chloride or lithium carbonate. Related Reading: [SMM Analysis] A Review of This Week's Scrap Spot Price Trends, 2025.4.7-2025.4.11 [SMM Analysis] Overseas Lithium News, 4.7-4.11 [SMM Analysis] Update on the Progress of the Bougouni Lithium Mine Project in Mali: Production Steadily Ramping Up, Mining Rights Transfer Proceeding Orderly Multiple Positive Factors Boost Auto Parts Sector, Up Nearly 6% in Intraday Trading: Will US Tariffs Offer More Possibilities for Chinese EVs? [SMM Analysis] After the Implementation of "Reciprocal Tariffs," Calculation of US Tariff Rates on NEV Exports to Major Global Regions and Countries [SMM Analysis] ESS Battery Weekly Price Trends, 4.03-4.10 [SMM Analysis] This Week's Anode Material Prices Remain Stable [SMM Analysis] This Week's Separator Prices Remain Stable [SMM Analysis] This Week's Ternary Material Prices Show a Slight Correction [SMM Analysis] This Week's Ternary Precursor Prices Show a Slight Correction, Expected to Remain Firm in the Short Term [SMM Analysis] Spot Prices of Refined Cobalt Decline [SMM Analysis] Spot Prices of Cobalt Intermediate Products Hold Up Well [SMM Analysis] A Review of This Week's Waste Battery for Cascade Utilization Price Trends, 2025.04.07-2025.04.10 [SMM Analysis] Recent Electrolyte Prices, 2025.4.7-2025.4.10 [SMM Analysis] This Week's Cobalt Chloride Prices Rise Slightly [SMM Analysis] Spot Prices of Cobalt Sulphate Correct, Market Sentiment Remains Cautious [SMM Analysis] Weekly Review of the Lithium Carbonate Market: Macro Headwinds Weigh Down Prices, Price Center Drops by Nearly 1,000 Yuan [SMM Analysis] This Week's Power Battery Cell Prices Show Divergence, Domestic Demand Boosts Production Schedule [SMM Analysis] Market Situation of LFP Materials in Early April [SMM Analysis] Impact of US "Reciprocal Tariffs" on Chinese Power Batteries [SMM Analysis] Supported by Costs, This Week's Graphitisation Outsourcing Prices Remain Stable [SMM Analysis] This Week's Petroleum Coke Prices Rise, Needle Coke Prices Show a Slight Decline [SMM Analysis] Chinese Automakers Break Through in Southeast Asia: The New Energy Industry Transformation Behind the Bangkok Auto Show [SMM Analysis] This Week's Co3O4 Prices Show a Slight Decline Spodumene Imports in the First Two Months Reach 1.16 Million mt, Lithium Hydroxide Exports Hit a New Low! [SMM Special Topic] US Auto Tariff Policy Officially Implemented! Mixed Reactions from Countries, Some Automakers Already Signaling Price Increases! [SMM Hot Topic] Cobalt Chloride Rises for 4 Consecutive Days! Mixed Price Trends in Cobalt Products, Ban Drives Significant Growth in Cobalt Salt Production [Weekly Observation] [SMM Analysis] Strong Alliance: The Emergence of Australia's Lithium Mining Exploration Giant [SMM Analysis] Weekly Summary of the LFP Market [SMM Analysis] Recent Electrolyte Prices, 2025.3.31-2025.4.3 [SMM Analysis] A Review of This Week's Waste Battery for Cascade Utilization Price Trends, 2025.03.31-2025.04.03 [SMM Analysis] This Week's Separator Prices Show Divergence [SMM Analysis] Unlocking the Future: How Can Lithium Batteries Become More Powerful? [SMM Analysis] This Week's Ternary Precursor Prices Rise Slightly, Expected to Remain Firm in the Short Term [SMM Analysis] This Week's Ternary Material Prices Continue to Show a Slight Uptrend [SMM Analysis] Spot Prices of Cobalt Intermediate Products Rise Slightly [SMM Analysis] Spot Prices of Refined Cobalt Slightly Decline, Downstream Demand Remains Weak [SMM Analysis] Spot Prices of Cobalt Sulphate Slightly Decline, Market Sentiment Remains Cautious [SMM Analysis] After the Implementation of "Reciprocal Tariffs," Calculation of US Tariff Rates on ESS Battery Exports to China [SMM Analysis] Downstream Demand Improves, This Week's Anode Raw Material Coke Prices Fluctuate Rangebound [SMM Analysis] Limited Profit Margins, This Week's Graphitisation Outsourcing Prices Remain Stable [SMM Analysis] Costs Remain Stable, This Week's Anode Material Prices Remain Stable [SMM Analysis] This Week's Cobalt Chloride Prices Slightly Rise [SMM Analysis] This Week's Co3O4 Prices Remain Stable [SMM Analysis] March Recycling Market Procurement and Output Volume Show Significant MoM Growth [SMM Analysis] Impacted by the DRC Export Ban, March Co3O4 Production Shows Significant Growth

Joyson Electronics reported a revenue of 27.079 billion yuan for the first half of this year, marking a modest year-on-year growth of 0.24%.

On July 29, Joyson Electronics released its financial report for the first half of 2024 (H1 2024), showcasing significant improvement in profitability.

As the European Commission concludes its 12th sanctions package against Russia in response to the Ukraine-Russia geopolitical crisis this month, various options are under consideration, ranging from mildly impactful to potentially significant.