Li-ion Battery China Monthly Report

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China Li-ion Battery E-News 202410

Complete
date Published Date:1 Oct 2024
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Editor's Note
date Published Date: 22 Jun 2026

In Oct., the price of cathode materials showed a weak trend while the price of anode materials showed an upward trend. In Sept. 2024, China's installed capacity of power battery was 54.5 GWh, a YoY increase of 49.6% and a MoM decrease of 15.5%. From Jan.–Sept. 2024, China's total installed capacity of power battery was 346.6 GWh, a cumulative growth of 35.6% over last year.

 

Major market dynamics

 

On 29 Oct. local time, the European Commission announced that the anti-subsidy duty will officially come into effect starting from 31 Oct.

 

On 26 Oct., 2024, Pylon Technologies Co., Ltd. announced postpones its 10GWh Li-ion battery project.

 

On 26 Oct., 2024, Guangzhou Tinci Materials Technology Co., Ltd. released its financial report for Q3 2024.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.0709 on 8 Oct., 2024, 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 Dynamics
date Published Date: 22 Jun 2026
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  • LiPF6 prices maintain stability in Oct. 2024
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Company Dynamics
date Published Date: 22 Jun 2026
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  • Chengxin Lithium signs lithium salts contracts with CALB
  • Shanshan group encounters financial strains
  • IPO of electrolyte company is terminated
  • Tinci Materials releases Q3 report
  • Lopal Tech is preparing to be listed at HKEX
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Upstream Dynamics
date Published Date: 22 Jun 2026
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  • Latest dynamics of multiple anode materials projects in Oct.
  • Latest dynamics of multiple lithium additives projects
  • Huayou Cobalt's ternary materials project in Indonesia is put into production
  • Shangtai Tech's Malaysia anode materials project
  • Gotion High-tech's sparator patent
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Downstream Dynamics
date Published Date: 22 Jun 2026
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  • China's installed capacity of power battery increases by 49.6% YoY in Sept.
  • DFD continues pushing forward its battery business
  • EU's countervailing duties are officially implemented
  • Svolt suspends its Germany projects
  • PylonTech postpones its 10GWh Li-ion battery project
  • CATL signs contacts with Indonesian company for second time
  • GM announces to switch to LFP battery
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Import and Export
date Published Date: 22 Jun 2026
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  • Import and export of major Li-ion battery materials and Li-ion batteries in China in Sept. 2024
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Price Update
date Published Date: 22 Jun 2026
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  • Cathode material prices keep stable in Oct. 2024
  • Prices of anode materials show upward trend in Oct. 2024
  • Prices of major Li-ion battery materials in China in Oct. 2024
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