China Li-ion Battery E-News(China Li-ion Battery E-News 202502)

Published Date：Feb 1, 2025

Monthly Report

Li-ion Batteries

China Li-ion (Lithium-Ion) Battery E-News provides you with real-time intelligence on China's lithium-ion battery market.

China's Li-ion battery market has developed at breakneck pace in recent years, fuelled by the rise of the mobile phone, the tablet, and more lately the electric vehicle and energy storage industries.

Up to this point, Chinese manufacturers have used cost advantages to grab market share from their competitors in Japan, Korea and the US, but their long-term future is still uncertain as they struggle to close the R&D gap between themselves and their international competitors. Industry consolidation is also sure to accelerate over the next few years.

China Li-ion Battery E-News will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire Li-ion battery industry chain, from lithium ore and brine markets through anode and cathode materials and electrolyte to the downstream consumer electronics, EV and energy storage markets. This includes:

Breaking news from China and abroad
The latest market data, including price information for raw materials, intermediates and end products, import/export data, production, consumption, operating rates, etc.
In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, and more
Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations

China Li-ion Battery E-News is also available as a monthly newsletter, which can be downloaded in PDF format. For more information, you can download a free sample below, or get in touch with us directly by emailing econtact@cnchemicals.com or calling +86-20-37616606.

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Editor's Note

Published Date: Dec 25, 2025

Free

Looking ahead to 2025, lithium carbonate price is anticipated to stabilize around the cost line rather than continuing to decline. the price of LiPF6 saw a slight drop. The weaknening support from raw material—lithium carbonate and sluggish downstream demand were the main reasons for the drop.

Major market dynamics

The 2024 performance forecasts of Tianqi Lithium Co., Ltd. and Jiangxi Ganfeng Lithium Co., Ltd. indicated that both companies would incur a net loss in 2024.

On 22 Feb., 2025, LG ENERGY SOLUTION, LTD. Will take control of Jiangsu Lopal Tech. Co., Ltd.'s subsidiary via capital increase.
On 20 Feb., 2025, Contemporary Amperex Technology Co., Ltd.'s subsidiary signed a strategic cooperation agreement with Volkswagen Group China.
On 14 Feb., 2025, the United States International Trade Commission announced that it would initiate an investigation into certain polyvinylidene fluoride from China.

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1693 on 5 Feb., 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

Market Analysis

Published Date: Dec 24, 2025

Company Dynamics

Published Date: Dec 24, 2025

Upstream Dynamics

Published Date: Dec 24, 2025

Downstream Dynamics

Published Date: Dec 24, 2025

Import and Export

Published Date: Dec 24, 2025

Price Update

Published Date: Dec 24, 2025

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