January 8, 2026 02:31 PM GMT China – Battery and Battery Components | Asia Pacific Two Downgrades += Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to FINRA restrictions on communications with a subject company, public appearances and trading securities held by a research analyst account. Tinci: We think the company has already realized a LiPF6 price of over Rmb100,000/t and an electrolyte unit net profit of Rmb4,000 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026. The energy storage sector is projected to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in the production of battery cells and key materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three main topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics, featuring forums on key materials for lithium batteries and energy storage [5]. 2. Announcement and award ceremony for the "Top Ten Lithium Battery Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matchmaking to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Key Topics and Speakers - The conference will cover various topics, including the analysis of lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery electrolytes, and the development of high-performance materials [9][10]. - Notable speakers include representatives from Tianqi Lithium, Liyang Zhongke, and other leading companies in the lithium battery sector [9].

Core Viewpoint - The lithium mining sector experienced a strong surge on the 17th, driven by robust investment in energy storage, which is expected to significantly boost lithium battery demand in the coming years [1] Group 1: Market Performance - Tianhua New Energy rose over 15%, while Shengxin Lithium Energy and Jinyuan Co. hit the daily limit, and major mining companies like Zhongjin Resources and Tianqi Lithium approached the limit as well [1] - Ganfeng Lithium increased nearly 8%, indicating a strong market sentiment towards lithium-related stocks [1] Group 2: Industry Growth Drivers - Institutions noted that the domestic energy storage sector is reaching an economic inflection point, with investment being particularly vigorous due to the marketization of new energy and capacity pricing [1] - The cumulative penetration rate of energy storage remains below 10%, prompting an upward revision of the expected new installations in China to 300 GWh for next year [1] Group 3: Demand Forecast - Energy storage is projected to drive lithium demand growth exceeding 30% next year, creating investment opportunities across materials, batteries, and integration sectors [1] - According to the ICC Xinluo Energy Storage Database, global energy storage battery shipments are expected to reach 428 GWh from January to September 2025, marking a year-on-year increase of 90.7% [1] Group 4: Supply Chain Insights - The demand for domestic energy storage cells is currently very strong, with leading companies like Haitian Energy and Yiwei Lithium Energy having order backlogs extending to 2026, necessitating some orders to be fulfilled by mid-tier companies [1] - The rapid growth of the energy storage industry is driving high demand for lithium batteries, with recent data showing a 1.5% month-on-month increase in battery production among sample companies [1] - The upstream materials in the lithium battery supply chain, such as lithium hexafluorophosphate, electrolytes, and separators, have seen price increases due to strong downstream demand [1]