In September 2026, lithium battery material prices diverged. Lithium carbonate fell sharply, weakening cost support; the electrolyte segment saw its price center shift upward, driven by surging solvent prices; LiPF6 rose slightly against the trend on an improved supply-demand balance; and anode materials held broadly stable, with artificial graphite edging up while natural graphite continued to hover at low levels.
Key market developments
In September 2026, a new national standard on lithium battery performance for e-bikes took effect, while a draft guideline on building a power battery recycling standards system was released for public comment. Together, they advance standardization across the lithium battery lifecycle—raising application-side performance thresholds and promoting resource circularity.
On 11 September, 2026, Snowsky Salt Industry Group Co., Ltd. (Snowsky Salt) released a preliminary plan for a major asset transaction, proposing to acquire 100% equity of Hebei Kuntian New Energy Co., Ltd. (Hebei Kuntian) through a combination of share issuance and cash payment, while raising supporting funds for subsequent business implementation.
In September 2026, leading battery makers raised prices in quick succession, with small and mid-sized firms following suit—accelerating a new wave of industry-wide battery price hikes.
The USD to RMB exchange rate adopted in this briefing is USD1 to RMB6.7809 as of 1 September, 2026, sourced from the People's Bank of China.
All prices mentioned in this newsletter include value-added tax unless otherwise stated.
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