Consulting

GET FOR FREE

Latest Reports

SMM DatebasePro

SMM meetings and events in 2024

Shanghai Metals Market

To meet your business needs

SMM Free Webinar(1)

WebKit

SMM AFRICA CRITICAL MINERALS SEMINAR 2026

2026 Li-ION BATTERY AFRICA

2026 SMM Australia Lithium Resources Industry Field Trip

Guangdong Lithium Battery and Recycling Field Trip  Hunan & Hubei Battery Materials Field Trip

NET ZERO MEA Solar & Energy Storage Summit

2026 SMM Automotive Supply Chain Conference

CLNB 2026 - The 11th New Energy Industry Chain Expo

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

Shanghai Metals Expo 2025

On January 29, according to information released by the State Administration for Market Regulation, China further improved its defective products recall system during the 14th Five-Year Plan period. Over the five-year period, a total of 1,074 recalls were conducted for motor vehicles, involving 38.0352 million units, and 4,190 recalls for consumer goods, covering 40.4019 million items.

[China Recalls Over 38 Million Motor Vehicles During the 14th Five-Year Plan Period]

On January 28, Vietnam’s FPT Group announced the establishment of the country’s first locally-owned and operated semiconductor packaging and testing plant. The facility’s Phase 1 (2026–2027) will cover 1,600 m², housing six testing lines and a reliability testing zone, with completion expected by April 30. Phase 2 (2028–2030) plans to expand to about 6,000 m², adding packaging and testing lines to reach an annual capacity in the billions of units, focusing on IoT, automotive, and edge AI chips.

[Vietnam's FPT Group Establishes Semiconductor Chip Packaging and Testing Facility]


On January 30, Cailian Press learned from multiple independent sources that CATL's sodium-ion power batteries for passenger cars under the "NaXin" brand are set to begin extreme cold public testing next week. Models participating in the test include Changan Oshan, among others. Informed sources revealed, "In addition to Changan, passenger vehicle products from automakers such as GAC and JAC are also expected to be equipped with CATL's sodium-ion batteries."

[CATL's Sodium-Ion Batteries for Passenger Cars Set for Imminent Launch, Multiple Automakers to Follow]

On January 30, Shanghai's Development and Reform Commission and Finance Bureau announced a policy to support vehicle replacement. Individuals who transfer a passenger car registered in their name and purchase a new energy passenger vehicle (listed in the NEV purchase tax exemption catalog) or a fuel-powered passenger vehicle with an engine displacement of 2.0 liters or less are eligible for subsidies. The subsidy for purchasing a new energy passenger vehicle is 8% of the vehicle price, capped at 15,000 yuan. For purchasing a fuel-powered vehicle (2.0L or below), the subsidy is 6% of the vehicle price, capped at 13,000 yuan.



[Shanghai Offers Vehicle Replacement Subsidies, Up to 15,000 Yuan for NEVs]

On January 30, 2026, the Phase 3 chemical-grade spodumene concentrate expansion project at Talison successfully produced its first batch of qualified products and has now entered the production ramp-up stage.

The project will provide a stable supply of raw materials for Tianqi Lithium's global production bases, enhance synergy across the industry chain, and is expected to further strengthen the company's profitability.

[Tianqi Lithium’s Talison Phase 3 Project Commences Production]

On January 30, EVE Energy announced that its partially-owned affiliate HYD Investment Limited (15% indirect stake) has signed a framework agreement with Indonesian state-owned enterprises ANTAM and IBC to collaborate across the entire new energy vehicle battery industry chain in Indonesia. The required ore will be supplied by an ANTAM subsidiary. The parties will jointly develop an integrated battery industry chain project in Indonesia, encompassing mining, smelting, refining, precursor and cathode materials, battery production, and recycling, achieving vertical integration from mining to end products.

[EVE Energy Co., Ltd.: Affiliated Company Signs Cooperation Framework Agreement with Indonesian State-Owned Enterprises]

Asia Copper and Aluminum Scrap 2025 Market Review and 2026 Outlook

SMM Aluminium Year-End Review: Indonesia 's Value Chain Acceleration - Tighter Quotas, Refinery Ramps & the Path to Aluminum Powerhouse Status

SMM Online Webinar: Nickel in Turmoil - Decoding Indonesia’s Policy Evolution & The Future of Global Supply

The 4th National Excellent PhD Student Forum on Magnesium Materials

Review and Outlook: Nickel, Stainless Steel and Feedstock of Stainless Steel

2025 H1 Lithium Carbonate Market Review and H2 Outlook

SMM Free Webinar: Cobalt Ban Extension Spells: DRC’s Price Boost vs Global Supply Chain Resilience

SMM ONLINE WEBINAR: Navigating the Commodities Landscape in the Energy Transition: Short & Medium-Term Investment Insights

2025 SMM ASEAN Automotive Supply Chain Conference

Global Solar & Energy Storage Trends Amid Tariff Shifts

U.S. Tariffs and the Global Aluminium Market: Navigating Shifting Supply-Demand Dynamics and Rising Costs

Indonesian Nickel Market Review: Price Trend, Policy, and Market Dynamics

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate yuan/tonne	154000-167000	160500	-7500	Jan 30
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) yuan/tonne	151000-165000	158000	-5000	Jan 30
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) yuan/tonne	55820-56340	56080	-1820	Jan 30
Battery separator	China 9μm Wet-process Separator yuan/m²	0.77-0.87	0.82	0	Jan 30
Electrolyte	China Lithium Hexafluorophosphate yuan/tonne	140000-145000	142500	-1500	Jan 30
Electrolyte	China Electrolyte (for LFP Battery) yuan/tonne	29500-36500	33000	-250	Jan 30

Production and sales data

Events&Field Trip