China Li-ion Battery E-News(China Li-ion Battery E-News 202504)

Published Date:Apr 1, 2025
Monthly Report
Li-ion Batteries
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Editor's Note
date Published Date: Dec 25, 2025
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In April 2025, the price of LiPF6 declined again. The retreat in raw material lithium carbonate price eroded cost support, coupled with a slowdown in YoY growth of electrolyte demand. LiPF6 price is projected to remain weak and stable in the near term.

Major market dynamics

  • On 25 April, 2025, Beijing Bayi Space LCD Technology Co., Ltd. announced the termination of the construction of its "3,000 t/a lithium hexafluorophosphate (LiPF6) production project."
  • On 22 April, 2025, Sunwoda Electronic Co., Ltd. released its 2024 annual report.
  • On 21 April, Contemporary Amperex Technology Co., Ltd. unveiled its second-generation Shenxing Super Fast Charging Battery, a LFP product.
  • On 10 April, 2025, the People's Government of Hengdong County, Hunan Province, publicly announced the environmental impact assessment report for the construction project of Hunan Chuangda Vanadium and Tungsten Co., Ltd.'s annual production of 23,000 t/a of battery-grade lithium carbonate.
  • On 4 April, 2025, Yunnan Energy New Material Co., Ltd. announced that its subsidiary SEMCORP Manufacturing USA LLC has signed a "Supply Agreement" with a well-known American automotive company.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1775 on 1 April, 2025, sourced from the People's Bank of China.

 

All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.

 

If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com

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Market Analysis
date Published Date: Dec 24, 2025
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  • LiPF6 price declines significantly in April
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Company Dynamics
date Published Date: Dec 24, 2025
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  • Capchem and Tinci Materials both suffer lossses in 2024
  • Gpro Titanium's 200,000 t/a LFP project postpones
  • Ganfeng Lithium and Tianqi Lithium both suffer losses
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Upstream Dynamics
date Published Date: Dec 24, 2025
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  • MIIT Releases New Regulations on Battery Safety Requirements
  • Wanhua Chemical's LFP project receives approval
  • Bayi Space terminates 3,000 t/a LiPF6 project
  • CATL releases 2nd-gen ShenXing Superfast Charging battery
  • Fangyuan terminates lithium battery material project
  • 23,000 t/a battery grade lithium carbonate project was approved
  • Guizhou Chanhen terminates LiPF6 project
  • Yunnan Energy wins overseas orders
  • HSC's 60,000 t/a lithium battery additives project
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Downstream Dynamics
date Published Date: Dec 24, 2025
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  • China's installed capacity of power battery increases by 61.8% YoY in March 2025
  • PYLONTECH's performance plummets in Q1 2025
  • Sunwoda releases 2024 annual report
  • Geely establishes new battery business group
  • Two listed companies build lithium battery production bases in the U.S.
  • Eve Energy's Hungary project to enter construction phase
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Import and Export
date Published Date: Dec 24, 2025
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  • Brief analysis of Li-ion battery materials' imports and exports in Q1 2025
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Price Update
date Published Date: Dec 24, 2025
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  • Cathode materials prices remain overall stable in April 2025
  • Anode materials prices remain stable in April 2025
  • Prices of major Li-ion battery materials in China in April 2025
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