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Shanghai Metals Market

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NET ZERO EUROPE - Solar & Energy Storage Summit

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2024 SMM (19th) Aluminium Conference & the First Aluminium Industry Expo

Li-ion Battery Americas 2024

SMM RECYCLED ALUMINUM FIELD TRIP

2023 SMM Seminar with Orient Futures in Hong Kong FREE

2023 8th International New Energy Conference And Industry Expo

SMM the 18th International Aluminium Summit 2023

2023 INDONESIA NICKEL AND COBALT INDUSTRY CHAIN CONFERENCE

Gasgoo Daily: Beijing Hyundai teams up with CATL to build Chinese-spec BEV models

Dongfeng Motor’s VOYAH launches global expansion strategy ‘Let’s VOYAH’

NETA Auto, SenseAuto cement cooperation to boost next-gen intelligent driving, smart cockpit tech innovation, applications

Sungrow and Eve Energy energy storage shipments surge

Weekly Review of NCM Materials

Gem announced its annual performance report, stating that in the first quarter of 2024, the company's dual-track business of "urban mining + new energy material manufacturing" has demonstrated strong momentum, with a significant recovery in both business scale and performance. The company achieved a strong start with robust sales and production. Its revenue reached 8.354 billion yuan, an increase of 36.31% year-on-year. The net profit attributable to shareholders of the listed company amounted to 456 million yuan, a surge of 164.48% year-on-year. The net cash flow from operating activities was 356 million yuan, up 199.33% year-on-year. The company has taken strong measures such as "innovation leadership, capacity release, and extreme cost reduction" to expand its business.

Gem's Annual Report Reveals Robust Growth in Urban Mining and New Energy Material Manufacturing, Achieving Significant Increases in Revenue and Profitability

Gem announced its annual performance report, stating that its operating revenue in 2023 was approximately 30.529 billion yuan, an increase of 3.87% year-on-year. Its net profit attributable to shareholders of the listed company was approximately 934 million yuan, a decrease of 27.89% year-on-year. Basic earnings per share were 0.18 yuan, a decrease of 30.77% year-on-year.

Gem Releases Annual Performance Report: Operating Revenue Up 3.87%, Net Profit Down 27.89% in 2023

[SMM Analysis: The United States Takes an "Important Step" in Accelerating Transmission Project Licensing] The US Department of Energy (DOE) has developed a new plan to "significantly improve" the licensing and environmental processes for transmission projects.

SMM Analysis: US DOE Unveils Plan to Expedite Transmission Project Licensing, Marking Significant Step in Boosting Infrastructure Development

[SMM Analysis: Intel Returns to Auto Business with Chiplet Technology as Its Trump Card] When it comes to how to give confidence to its partners, Jack Weast, Vice President of Intel and General Manager of the Automotive Division, said that Intel has 100 billion reasons to cultivate the automotive industry in the long run, as they have invested 100 billion dollars to expand (chip) production capacity.

Intel Re-enters Auto Industry with Chiplet Technology, Vice President Jack Weast Highlights $100 Billion Commitment to Long-Term Growth

【SMM Analysis: Interpretation of the Detailed Rules for the Implementation of the Subsidy Policy for Replacement of Old Cars with New Ones】In order to implement the spirit of the "Notice of the State Council on Printing and Issuing the Action Plan for Promoting Large-scale Equipment Updates and Replacement of Old Consumer Goods with New Ones" (Guo Fa [2024] No. 7) and comply with the requirements of the "Notice of the Ministry of Commerce and 14 Other Departments on Printing and Issuing the Action Plan for Promoting the Replacement of Old Consumer Goods with New Ones" (Shang Xiaofei Fa [2024] No. 58), the subsidy policy for replacement of old cars with new ones will be better implemented.

SMM Analysis: Detailed Rules for Implementing Subsidy Policy on Replacement of Old Cars with New Ones to Boost Large-scale Equipment Updates

【Tianqi Lithium: Current Average Product Price Fluctuation Matches Market Conditions】Recently, Tianqi Lithium responded to a letter of concern from the Shenzhen Stock Exchange, stating that the quarter-on-quarter fluctuations in the average sales price of the company's products in the first quarter were consistent with market conditions over the same period, and that changes in operating conditions were in line with industry trends. With the shortening of the pricing cycle for the Windfield lithium mine, the decline of lithium mine prices from highs and their gradual stabilization, the company's shipping costs for concentrate will gradually approach the latest purchase prices. The temporary mismatch in the pricing mechanism for lithium concentrate will also gradually weaken, thereby having a relatively positive impact on the company's subsequent operations.

Tianqi Lithium Addresses Concerns: Average Product Price Fluctuations Align with Market Conditions

SMM&AASC Free Webinar: Addressing China's Surplus and Strategies for Penetrating the Southeast Asian Market

Navigating the Lithium Ore Oversupply: Analyzing Cost Support at Mines and Forecasting Global Capacity

Silicon Anode Market Dynamics Sharing: Next game-changer?

Is There Still Room For ESS Cells Price To Drop?

2024 China Base Metals Market Outlook After Two Sessions

Impact of Russia Sanctions on Global Aluminum Industry Landscape & Yunnan Aluminum Production Recovery Plan

Unveiling the Shifting Dynamics of the Global Nickel Market: Insights from Indonesia's Conference and Beyond

The Global Li-ion Battery Pattern Is Changing Under The Influence Of IRA Policy

Review and Outlook of the Global Lithium Battery Recycling Market

SMM LITHIUM RAW MATERIALS MARKET SHARING-Price Fluctuations · Industry Status · Cost Structure · Global Supply Patterns

Battery Materials Market Dynamics And Price Forecast in China

SMM Free Webinar: Global Energy Storage Market Pattern Review And Outlook

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Lithium Carbonate (99.5% Battery Grade) CNY/mt	109500-113000	111250	-500	Apr 26
Raw Materials	Lithium Hydroxide (56.5% Battery Grade) CNY/mt	99100-101700	100400	0	Apr 26
Anode material	Mid End Artificial Graphite（350-355mah/g） CNY/mt	23900-34000	28950	0	Apr 26
Cathode material	Lithium Iron Phosphate (Motive power type) CNY/mt	42950-44180	43565	0	Apr 26
Battery separator	Wet-process Base Separator（9μm） CNY/㎡	0.75-0.95	0.85	0	Apr 26
Electrolyte	Lithium Hexafluorophosphate (R99.95%) CNY/mt	69000-73000	71000	0	Apr 26
Electrolyte	Electrolyte ( For LFP ) CNY/mt	18500-25500	22000	0	Apr 26

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