In March 2026, price gains for major lithium battery cathode materials moderated. Downstream demand remained broadly stable, while increased raw material supply—supported by lithium carbonate prices—helped underpin prices.
Anode material prices operated steadily, with market expectations pointing to future price increases.
Major market dynamics
- On 10 March, 2026, Contemporary Amperex Technology Co., Ltd. released its 2025 annual report, showing net profit growth of 42.28% YoY. Power batteries accounted for 74.70% of revenue—a rising share that underscores the company's deepening reliance on the segment.
- In March 2026,Guangzhou Tinci Materials Technology Co., Ltd. released its 2025 annual report, showing a 33.00% YoY increase in revenue and a 181.43% surge in net profit attributable to shareholders.
- On 5 March, 2026, BYD Company Limited held a "Disruptive Technology Launch Event", introducing its second-generation Blade Battery and new FLASH Charging Technology.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.92365 on 2 March, 2025, sourced from the People's Bank of China. All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
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