China Li-ion Battery E-News(China Li-ion Battery E-News 202501)

Published Date：Jan 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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Table of Contents

Editor's Note

Published Date: Dec 25, 2025

Free

In Jan. 2025, Shenzhen Sunxing Light Alloys Materials Co., Ltd., Zhejiang Yongtai Technology Co., Ltd. and Tonze New Energy Technology Co., Ltd. (Tonze New Energy) released their performance forcasts of 2024. The three LiPF6 companies' forecasts all show losses in 2024. Specifically, Tonze New Energy reported a expected loss of over 3,000% in comparison with 2023.

Major market dynamics

On 10 Jan., 2025, LBM NEW ENERGY (AP) PTE. LTD., a subsidiary of Jiangsu Lopal Tech. Co., Ltd., signed a cooperation agreement with the Ford Motor's subsidiary Blue Oval Battery Park, Michigan.

On 8 Jan., 2025, Guangzhou Tinci Materials Technology Co., Ltd. released its 2024 performance forecast.

On 2 Jan., 2025, the Ministry of Commerce issued a notice soliciting public comments on the adjustment of the "Catalogue of Technologies Prohibited and Restricted from Export in China."

On 2 Jan., 2025, GEM Co., Ltd. convened a board meeting and approved the "Proposal on signing a strategic cooperation memorandum of understanding (MoU) with ECOPRO CO., Ltd. and its subsidiaries to establish a 'nickel resource-precursor-cathode material' industry chain alliance."

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1879 on 2 Jan., 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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