Li-ion Battery China Monthly Report

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China Li-ion Battery E-News 202604

Complete
date Published Date:29 Apr 2026
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Editor's Note
date Published Date: 25 May 2026

In April 2026, driven by lithium carbonate, prices of several lithium battery materials rose. Energy storage battery demand became the main driving force in the downstream market. Anode material prices generally remained stable, with the price center moving slightly higher than the previous month but with limited increases.

 

Major market dynamics

  • On 28 April, 2026, Guangzhou Tinci Materials Technology Co., Ltd. (Tinci Materials) released its first quarter report for 2026, showing a net profit growth of over 1,000%.
  • On 16 April, 2026, Do-Fluoride New Materials Co., Ltd.  released its 2025 annual report, showing operating revenue of USD1.37 billion (RMB9.43 billion), up 14.37% YoY.
  • On 2 April, 2026, Jiujiang Tinci Materials Technology Co., Ltd., a wholly owned subsidiary of Tinci Materials, filed a civil lawsuit with the Guangdong High People's Court over alleged trade secret infringement.

 

The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.9025 on 1 April, 2026, 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: 29 Apr 2026
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  • LiPF6 price fluctuates lower in April
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Company Dynamics
date Published Date: 13 Apr 2026
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  • DFD returns to profit in 2025
  • Kings Resources scales back LiPF6 Phase I capacity amid ongoing technical revamp
  • Tinci Materials files trade secret lawsuit
  • Tianqi Lithium and Ganfeng Lithium return to profit in 2025 amid rising lithium battery demand
  • Tinci Materials Q1 net profit soars 1,006% on strong electrolyte sales and cost control
  • Hunan Yuneng 2025 profit jumps 115% YoY on strong phosphate cathode sales
  • HSC Corporation files for HKSE listing
  • Capchem releases Q1 2026 performance forecast
  • Shida Shinghwa's 2025 revenue grows while net profit edges down
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Upstream Dynamics
date Published Date: 13 Apr 2026
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  • Ronbay Technology continues to expand LFP capacity
  • Zhejiang Yongtai registers subsidiary for 200,000 t/a electrolyte project
  • Capchem to add 10,000 t/a LiFSI
  • Henan Huiqiang's wet-process separator project
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Downstream Dynamics
date Published Date: 13 Apr 2026
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  • China's installed capacity of power battery decreases by 0.1% YoY in March 2026
  • EVE Energy partners with Longking to build 60 GWh large-capacity storage battery plant
  • CATL and HyperStrong sign 60 GWh sodium-ion battery strategic cooperation agreement
  • Rep Tech starts Phase I LFP cathode materials production
  • Hubei to add 80 GWh of lithium battery production capacity
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Import and Export
date Published Date: 29 Apr 2026
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  • Import and export of major Li-ion battery materials and Li-ion batteries in China in March 2026
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Price Update
date Published Date: 29 Apr 2026
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  • Lithium carbonate & LFP prices rebound in April, ternary lags amid cost pressure
  • Anode material prices hold steady in April
  • Prices of major Li-ion battery materials in China in April
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