On August 4, news emerged that the signing ceremony for the cooperation project between BTR Group and Wuchuang Recycling was held in Ningxiang City, Hunan Province. This collaboration, leveraging BTR Group's technological and channel advantages in the anode material field and Wuchuang Recycling's supporting infrastructure in the waste lithium battery recycling industry, will further complement the downstream material segment of Ningxiang's power battery recycling industry chain. This will enhance industrial synergies and inject new momentum into the development of the green economy.

Recently, Qingdao Haida Ruiyuan New Energy Technology Co., Ltd. announced its plan to construct a lithium battery anode material expansion project utilizing existing completed factory facilities. The project is located east of Liugezhuang Village, Tianzhuang Town, Pingdu City, Qingdao, Shandong, with a total investment of 117 million yuan. The site covers a total area of 14,777.5 square meters, with a building area of 14,777.5 square meters. Main production equipment includes mechanical mills, roller mills, reactors, and tunnel kilns. The project primarily uses petroleum coke (needle coke), calcined petroleum coke, and asphalt as raw materials, which undergo pelletizing, roasting, and other processes to produce lithium battery anode materials. The production capacity is 80,000 tons per year.

In H1 2026, global lithium battery ESS shipments reached 461.3 GWh, up 71% from 269.7 GWh in the same period last year. The overall market presented a competitive landscape of "the first tier remains dominant, the second and third tiers are locked in a melee, while other enterprises struggle to survive in the cracks.

[SMM Cobalt & Lithium Morning Call: Raw Material Prices Diverge, Industry Demand Maintains Structural Support] This week, industry chain prices showed divergence. Lithium ore, lithium chemicals, nickel chemicals and cobalt products were overall under pressure. Downstream procurement remained focused on long-term contract cargo pick-ups and essential restocking, and the market still held expectations of increasing supply and price declines in the long term. Cathode material side, ternary system prices pulled back along with raw material costs, while LFP and iron phosphate strengthened slightly, supported by order growth and cost support. Anode and separator markets held stable overall, and electrolyte moved up, driven by rising additive and solvent prices. Demand from energy storage, commercial vehicles and markets outside China maintained good performance, supporting continued growth in the industry's production schedules, but recovery on the consumption side remained relatively slow.

At the beginning of this week, the overall industry chain was relatively weak, with the price center of electrolytic metals, intermediates, and salts continuing to decline. During the traditional off-season, downstream purchasing was mainly small-scale, just-in-need buying. Cost support from virgin materials remained, but recycled materials, low-priced older stocks, and re-dissolution routes persistently depressed market psychological price levels, intensifying price negotiation divergences between upstream and downstream. The ternary cathode precursor and ternary cathode material markets weakened simultaneously due to falling raw material prices. August orders showed steady growth, but consumer-side demand had yet to recover significantly. The supply-demand balance for LCO remained weak, and short-term prices were expected to remain stable.

"Tin" Leads the Future: Industrial Transformation and Value Reshaping in the New Cycle – Conference Background Currently, the global tin industry stands at a historic turning point, where traditional cyclical logic has been thoroughly shattered and its strategic value has been fully highlighted. In 2026, the tin market exhibits an unprecedentedly complex pattern and profound transformation: I. Deep Restructuring of the Supply-Demand Pattern and an Unprecedented Increase in Strategic Attributes The global static reserve-production ratio of tin resources is only 14 years, with scarcity becoming increasingly pronounced. The supply side is under "triple pressure": repeated disruptions in Myanmar’s production resumptions, continued tightening of Indonesian policies, and elevated geopolitical risks in the DRC; resource constraints have already become a new norm. Meanwhile, the demand structure is undergoing a fundamental shift, and tin has emerged as a strategic resource linking traditional manufacturing with a digital future. II. Price System Breaks Through Historical Records, Reshaping of the Industrial Ecology In early 2026, SHFE tin prices broke through 470,000 yuan/mt, reaching an all-time high. This price breakthrough not only reflects a supply-demand imbalance but also signals a reassessment of the tin industry's value. Traditional trade models, risk management systems, and supply chain collaboration methods are in urgent need of innovative breakthroughs. III. Technology-Driven and Green Transition Foster a New Symbiotic Ecosystem Digital and smart technologies are deeply empowering the tin industry chain. The global green transition demands an upgrade toward low-carbon practices and a circular economy, making recycled tin recovery and green smelting processes essential paths. All segments of the industry chain must shift from competition to collaboration, building an open, resilient, and innovative symbiotic system. In this context, from August 19 to 21, 2026, in Changsha, Hunan, the 2026 SMM (16th) Tin Industry Chain Conference will bring together global industry elites for in-depth discussions. Jiangxi Ningheda New Materials Co., Ltd. will attend this grand event, discussing industry development trends with industry peers and jointly pushing the tin industry to new heights. Click to sign up now, witness and participate in this extraordinary and far-reaching industry event, and create a brilliant new chapter together! Founded in 2017, Jiangxi Ningheda New Materials Co., Ltd. is located at No. 966 Tiangong South Avenue, High-Tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, and is a holding subsidiary of Jiangxi Ningxin New Materials Co., Ltd. (hereinafter referred to as Ningxin New Materials). Founded in 2007, Jiangxi Ningxin New Materials Co., Ltd. is an enterprise specializing in the R&D, production, and sales of special graphite. The company owns a complete set of special graphite production equipment, with process technology at an advanced level in China, and its market share holds a leading position in the special graphite industry. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, it was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product machining and graphite product support services. It specializes in providing graphite materials, graphite electrodes and related graphite products for the lithium battery industry, machinery industry, electronic semiconductor and solar photovoltaic industries, as well as corresponding application technical services and technical upgrade solutions for these industries and products. With excellent production technology, strong service awareness, and high market share, Jiangxi Ningheda New Material Co., Ltd. has developed rapidly by leveraging the raw material, capital and management advantages of its parent company Ningxin New Materials. It is committed to extending the special graphite industry chain and contributing to building a comprehensive graphite industry strategy in the future. Established in 2017, located at No. 966 of Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province, China, Jiangxi Ningheda New Material Co., Ltd. is a subsidiary of Jiangxi Ningxin New Material Co., Ltd. Jiangxi Ningxin New Materials Co., Ltd. was established in 2007. It is an enterprise specializing in the research and development, production and sales of special graphite. With a full set of special graphite production equipment, the process technology has reached advanced level in the domestic market, and its market share in the special graphite industry is far ahead. On November 8, 2016, Ningxin New Materials was successfully listed on the New Third Board (stock abbreviation: Ningxin New Materials, stock code: 920719). In 2020, it was selected as a national-level specialized and new "little giant" enterprise. In May 2023, Ningxin was successfully listed on the Beijing Stock Exchange. Jiangxi Ningheda New Material Co., Ltd. is mainly engaged in graphite product processing and graphite product matching service, providing graphite materials, graphite electrodes and graphite products for the lithium industry, machinery industry, semiconductor and solar photovoltaic industry, along with corresponding product technical services and technical application update programs. With excellent production technology, good customer service, high market share, and relying on the advantages of new materials, capital and management of its parent company (Jiangxi Ningxin New Material Co., Ltd.), Jiangxi Ningheda New Material Co., Ltd. has developed quickly. We devote to the extension of the special graphite industry chain, and make contributions for building the future whole graphite industry strategy. Contact Deng Qin 18179589702 Email: Address: No. 966, Tiangong South Avenue, High-tech Industrial Park, Fengxin County, Yichun City, Jiangxi Province Long press to scan the QR code to register 2026 SMM (16th) Tin Industry Chain Conference

In recent years, China's lithium battery industry, leveraging mature technology systems and well-established industry chain support, has long underpinned the rapid development of the new energy industry in China and even globally, serving as the mainstay of the current energy storage and power battery markets. To further optimize the battery industry structure and diversify new-type battery technology pathways, relevant new policies in China have recently clarified that battery consumption tax will be levied on lithium batteries in phases, while sodium-ion batteries will be exempt from the battery consumption tax from September 1 this year through the end of 2028, in order to further cultivate the sodium-ion battery industry, which is still in its early growth stage. The 2%–4% tax rate differential over 28 months creates a critical window of opportunity to accelerate the large-scale deployment and commercialization of sodium-ion batteries.

On August 1, the mandatory implementation of China Compulsory Certification (CCC certification) for electric vehicle power supply equipment, as mandated by the State Administration for Market Regulation (SAMR) and the Certification and Accreditation Administration (CNCA), took effect. It is understood that on December 16, 2024, SAMR issued the "Announcement on Implementing CCC Certification Management for Electric Vehicle Power Supply Equipment," officially incorporating EV charging piles into the CCC certification scope. The products covered by this mandatory certification include: power supply equipment with a rated output voltage not exceeding 1,000V AC, providing AC power to onboard EV chargers; and power supply equipment with a rated output voltage not exceeding 1,500V DC, providing DC power to EV rechargeable energy storage systems.

Nuode (600110) disclosed its semi-annual report on July 30. H1 revenue was 6.433 billion yuan, up 113.33% YoY;net profit attributable to shareholders of the publicly listed firm was 103 million yuan, versus a loss of 72.4329 million yuan in the same period last year, marking a turnaround to profitability YoY; basic earnings per share was 0.0598 yuan.During the reporting period, the supply-demand pattern of the lithium battery copper foil industry experienced a complete reversal:outdated low-end capacity continued to exit the market, the rollout of new capacity in the industry slowed down, and combined with the surge in demand from both power batteries and energy storage, copper foil processing fees bottomed out. Leveraging its differentiated product portfolio of ultra-thin lithium battery copper foil and high-end electronic copper foil, the company successfully achieved a turnaround to profitability, with overall profitability improving significantly QoQ and YoY.

In 2026, as restored lithium iron phosphate (LFP) capacity expands from 150,000–160,000 tons to 170,000–180,000 tons, traditional hydrometallurgical LFP recycling companies are facing a wave of profit and competitive landscape reshaping driven by rivalry between different technological routes.