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2026 SMM H1 London Seminar

AFRICA CRITICAL MINERALS FORUM 2026

2026 SMM Automotive Supply Chain Conference

AICE 2026 SMM (21st）Aluminum Industry Conference & Expo

Indonesia Critical Minerals Conference & Expo 2026

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

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

EVE announced that its subsidiary Hubei EVE Power Co., Ltd. plans to sign a contract with the Shayang County People's Government and the Administrative Committee of Jingmen High-tech Industrial Development Zone to cooperate on matters related to EVE Power's investment in and construction of a 60 Gwh power and ESS battery project in Jingmen City. The project is planned with a total investment of 6 billion yuan to build a 60 Gwh power and ESS battery project. The board of directors authorized the company's management to handle all subsequent matters related to this project and sign the procedures and documents related to this project.

EVE: Subsidiary EVE Power Plans to Invest in and Build a 60 Gwh Power and ESS Battery Project in Jingmen City

Following unanimous approval in a joint review by six departments of the Yongchuan District Intelligent Connected Vehicle Policy Pilot Zone in Chongqing, Changan Automobile was officially granted an L4 Robotaxi testing license, becoming the automaker qualified to conduct fully compliant, full-scenario real-world testing of L4 autonomous driving.

Changan Automobile Receives L4 Robotaxi Testing License in Chongqing Pilot Zone

Chinese Academy of Sciences, released the Energy Storage Industry Research White Paper 2026, forecasting that global cumulative installed battery energy storage capacity will surge by 8-17 times from 2024 to 2035 (166 GW to 1,414 GW-2,885 GW). The global ESS installations landscape will gradually expand from being dominated by China, the US, and Europe to regions such as India, the Middle East, and Southeast Asia. CNESA expected that, after experiencing explosive growth in the early stage, the industry would enter a phase of moderated growth. From 2026 to 2030, the compound annual growth rate under the conservative and Li Auto scenarios will be about 20.7% and 25.5%, respectively. Although the relative growth rate will slow down, the absolute increment will remain at a high level.

Global Cumulative Installed Battery Energy Storage Capacity Is Expected to Surge by 8-17 Times Over the Next Decade

Beijing had taken the lead nationwide in launching the development and application of commercial insurance products for intelligent connected NEVs. The new products largely follow the existing commercial auto insurance framework for NEVs and, under the principle of “overall stability with partial optimization,” mainly provide risk protection for specific intelligent driving scenarios and software and hardware losses of concern to consumers and automakers, and can be uniformly adapted to intelligent connected NEVs at all levels from L2 to L4.

Beijing Launches the Development and Application of Commercial Insurance for Intelligent Connected NEVs

The State Administration for Market Regulation issued a notice on further implementing the Anti-Unfair Competition Law of the People’s Republic of China. Comprehensively address “involution-style” competition. Make comprehensive use of various anti-unfair competition measures, with a focus on preventing and curbing “involution-style” competition in key industries and sectors such as the platform economy, PV, lithium batteries, and NEVs.

Focus on Preventing and Curbing “Involution-Style” Competition in Key Industries and Sectors

President of CORNEX New Energy Co., Ltd., made a forecast on the energy storage battery cell market over the next two years. He pointed out that from 2026 to 2027, energy storage battery cells would remain in relatively tight supply, with the supply-demand relationship being the determining factor. Huang Feng analyzed that China accounted for more than 90% of global battery cell production and sales. In 2025, China’s battery cell production and sales were about 600 GWh, and in H2, the market had already seen a situation where supply could not keep up with demand, while actual capacity was only slightly above 500 GWh. Based on the industry’s average growth rate of 35%, demand is expected to reach 800-850 GWh this year, and the overall market will still face pressure.

CORNEX New Energy: Energy Storage Battery Cells Will Face Tight Supply and Demand in 2026-2027

The China Association of Actuaries and China Banking and Insurance Information Technology Management Co., Ltd. released information on NEV insurance claims in China for 2025. The data showed that in 2025, China’s insurance industry underwrote 43.58 million NEVs (including 41.81 million passenger vehicles and 1.77 million trucks), an increase of 12.48 million units from the previous year, up 40.1% YoY; The number of NEV model series reached 429, including 370 passenger vehicle series and 59 truck series. Specific information on model series with high claim ratios will be communicated to relevant vehicle producers through appropriate channels, to encourage them to improve vehicle safety and repair cost efficiency in design and jointly reduce vehicle usage costs over the full life cycle.

China’s Insurance Industry Underwrote 43.58 Million NEVs in 2025, up 40.1% YoY

SMM FREE WEBINAR: Sulfur Market: 2025 Review and 2026 Outlook

Impact of Iran Situation on Aluminum & Zinc Chains: A China-Based Market Outlook

SMM Africa Webinar: Strategic Sharing & Insights of Copper, Aluminium, New Energy, and Iron Ore Market

Lithium Is Moving Again — What It Really Means for BESS Costs and Procurement Strategy

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

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate yuan/tonne	160000-166000	163000	-1500	Mar 31
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) yuan/tonne	145500-155500	150500	-500	Mar 31
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) yuan/tonne	56740-57140	56940	-360	Mar 31
Battery separator	China 9μm Wet-process Separator yuan/m²	0.78-0.88	0.83	0	Mar 31
Electrolyte	China Lithium Hexafluorophosphate yuan/tonne	104000-110000	107000	0	Mar 31
Electrolyte	China Electrolyte (for LFP Battery) yuan/tonne	27000-32000	29500	0	Mar 31

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