HUAYOU COBALT(SH:603799) 鑫椤锂电·2025-12-19 08:42Industry News - Yichun City plans to revoke mining licenses for 27 mining sites, including Wuqiao ceramic stone mine in Gao'an City, with public notice already issued [1] - Huayou Cobalt signed a binding memorandum with an international client to supply 79,600 tons of ternary precursor products [2] - Greeenme proposed to acquire 16.38% equity in Henan Recycling Group for 400 million yuan, which will not be included in the consolidated financial statements [3] Market Performance - In October 2025, domestic smartphone shipments reached 32.267 million units, a year-on-year increase of 8.7%, with 5G smartphones accounting for 90.9% of total shipments [4] - The domestic lithium carbonate price saw a slight increase this week, influenced by the news of Yichun's mining license revocation, but later stabilized [6] - As of December 18, 2025, battery-grade lithium carbonate prices ranged from 97,500 to 99,500 yuan per ton [7] Material Prices - The price of ternary materials remained stable, with slight increases in some segments, while nickel prices showed weakness [8] - Phosphate lithium prices continued to stabilize, with some manufacturers issuing price increase notices, but acceptance from downstream remains limited [9] - The price of negative electrode materials remained stable, with discussions ongoing for January pricing [10] Battery Market - The domestic battery market is operating steadily, with expectations of a slowdown in passenger vehicle sales in January, while energy storage and heavy truck sectors maintain high operating rates [14] - Retail sales of passenger vehicles from December 1-14 totaled 764,000 units, a year-on-year decrease of 24% [14] - The energy storage sector is experiencing a surge in demand due to rising raw material prices and preemptive order placements [15]