China Li-ion Battery E-News(China Li-ion Battery E-News 202508)

Published Date:Aug 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 the first half of 2025, Contemporary Amperex Technology Co., Ltd. (CATL) recorded revenue of USD25.02 billion (RMB178.89 billion). Tinci Materials achieved operating revenue of USD983.13 million, marking a 28.97% YoY increase. However, the company's gross profit margin declined by 0.16 percentage points YoY to 18.69%, indicating a challenge of revenue growth without corresponding profit expansion.

 

Major market dynamics

  • On 23 August, 2025, Jiangxi Ganfeng Lithium Group Co., Ltd.'s H1 2025 report shows that net profit attributable to shareholders of the listed company was -USD74.26 million (RMB531.24 million).
  • On 2 August, 2025, Ningbo Ronbay New Energy Technology Co., Ltd.'s H1 2025 report shows that the company's overall gross profit margin was 8.57%, an increase of 0.78 percentage points compared to the same period last year.
  • On 11 August, 2025, the signing ceremony for the cooperation project between the People's Government of Suzhou City and Chery Holding Group (Chery Automobile) to build a lithium-ion battery production base in Dangshan was held.
  • On 9 August, 2025, CATL suspended operations at one of its affiliated mining sites, sending ripples through the relevant capital markets. Although the stoppage is expected to have only a limited impact on the industry, it has been interpreted as a signal that the sector is moving to abandon zero-sum competition.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1496 on 1 August., 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 continues to rise in August
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Company Dynamics
date Published Date: Dec 24, 2025
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  • Ganfeng Lithium reports narrowed net profit loss in H1 2025
  • Tinci Materials reports 29% revenue growth but stagnant gross profit in H1 2025
  • Rept Battero's loss narrows in H1 2025
  • CATL achieves increase in both revenue and net profit in H1 2025
  • Ronbay Technology's net profit turns from profit to loss in H1 2025
  • Huayou Cobalt scales new profit heights in H1 2025
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Upstream Dynamics
date Published Date: Dec 24, 2025
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  • CATL mine closure jolts markets heralding sector shift beyond zero sum competition
  • Guotai Huarong New Materials to terminate 400,000 t/a lithium-ion battery electrolyte project
  • Fujian Del withdraws IPO application
  • Lonpal Technology to raise funds for phosphate-type cathode material projects
  • Ganfeng Lithium consolidates three overseas lithium carbonate lake projects
  • Yongtai Technology's 150,000 t/a electrolyte technological renovation project approved
  • Update on Youre Tech's 400,000 t/a Li-ion battery graphite anode material project
  • Multiple separator companies reach conseus on anti zero-sum competition
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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 34.3% YoY in July 2025
  • Chery Automobile signs lithium-ion battery production project
  • Gotion High-Tech enters small power market
  • Yuheng Battery to commence 3GWh/a LFP energy storage battery production project
  • BYD battery expansion project approved
  • Update on Taihe Technology's solid-state battery-related products
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Import and Export
date Published Date: Dec 24, 2025
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  • Import and export of major Li-ion battery materials and Li-ion batteries in China in July 2025
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Price Update
date Published Date: Dec 24, 2025
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  • Prices of major Li-ion battery materials in China in August 2025
  • Anode materials prices slightly increase in August
  • Cathode materials prices continue to rise in August
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