China Li-ion Battery E-News(China Li-ion Battery E-News 202509)

Published Date:Sep 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 September 2025, the prices of lithium battery materials, including cathode materials, lithium iron phosphate (LFP), lithium manganate (LMO), and lithium hydroxide, generally experienced slowing growth or declines. The main reason is that the drop in lithium carbonate prices removed cost support for these products.

 

Major market dynamics

 

On 16 September, 2025, Jiangsu Lopal Tech Group Co., Ltd. publicly announced that its indirectly-controlled subsidiary has signed a Lithium Iron Phosphate Cathode Material Procurement Cooperation Agreement with Contemporary Amperex Technology Co., Limited.

 

On 7 September, 2025, the European General Manager of Contemporary Amperex Technology Co., Ltd. (CATL) stated that their new factory located in Debrecen, Hungary, is expected to commence production in early 2026 to achieve growth in the region.

 

In September 2025, core member company of Shenzhen Capchem Technology Co., Ltd. , reached a critical milestone: its Factory No.1 has successfully achieved order fulfillment, becoming the first factory of a Chinese electrolyte manufacturer to accomplish this in Southeast Asia.

 

On 28 August, 2025, Shandong Hi-Tech Spring New Energy Technology Co., Ltd. released its H1 2025 results.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1072 on 1 Sept., 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 rebound in September
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Company Dynamics
date Published Date: Dec 24, 2025
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  • Funengbao Energy Storage collapses into bankruptcy auction
  • Hi-Tech Spring reports narrowed loss in H1 2025
  • Lopal Tech to supply CATL with LFP cathode material
  • Lingkai Pharmaceutical to product 1,100 t/a lithium bis(fluorosulfonyl)imide solid
  • DFD and Tonze New Energy report H1 2025 results: DFD declines, Tonze improves
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Upstream Dynamics
date Published Date: Dec 24, 2025
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  • Mengguli to raise funds for 30,000 t/a lithium-ion battery cathode material project
  • Tinci Materials secures 800,000 tonnes of electrolyte products order
  • Tianqi Lithium officially launches 50 t/a lithium sulfide pilot project
  • Mega deposits and homegrown tech to fuel China's lithium independence
  • Energy Materials to terminate Jiangsu lithium battery project
  • Novolyte Technology becomes first Chinese electrolyte maker to ship from Southeast Asia
  • Fengyuan Lithium Energy terminates li-ion battery cathode material integrated project
  • Guizhou Phospahte Chemical Sinomine's battery-grade lithium carbonate project publicised
  • Yunnan Energy's lithium sulfide production line fully constructed
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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 32.4% YoY in August 2025
  • Farasis Energy to begin 2026 production of third-gen semi-solid-state battery
  • CATL Hungary factory to commence production in early 2026
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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 August 2025
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Price Update
date Published Date: Dec 24, 2025
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  • Cathode materials prices experience slowing growth in September
  • Anode materials prices slightly decrease in September
  • Prices of major Li-ion battery materials in China in Sept. 2025
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