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2026 SMM London Metals Forum

2026 SMM AICE Asia Aluminum Conference

ASEAN Solar Storage Summit 2026

SMM CCAE 2026 15th COPPER INDSTRY ANNUAL CONFERENCE

ASCC 2026 SMM 8th Automotive Supply Chain Conference & Industry Collaboration Forum

2026 SMM (3rd) South China Non-Ferrous Metals Annual Conference

CLNB 2026 Asia Battery Material Cooperation Forum

Indonesia Critical Minerals Conference & Expo 2027

Shanghai Metals Expo 2026

SMM (11th) Annual Nickel Conference 2026 - Ni Cr Mn Stainless Steel Event

Today, China's distributed prices remained stable. After edging down earlier, the sentiment among module enterprises to further cut prices and offer concessions faded. Top-tier producers kept prices stable for about two weeks. Specialized module enterprises gained some cost support from previously rising solar cell prices, narrowing the price decline. Currently, mainstream transaction prices in China remained at 0.71-0.72 yuan/W.

[Module Price Decline Narrows and Enterprises' Willingness to Cut Prices and Offer Concessions Declines]

President Trump on August 26 signed an executive order declaring a national emergency and barring the purchase or installation of certain foreign-made bulk-power system equipment and associated critical software in the US grid, Reuters reported. The White House said the move addresses cybersecurity and operational risks, and the order also directs the Energy Secretary to impose conditions on the continued use of already-installed equipment. Reuters noted this is Washington's latest action targeting Chinese technology risks, after the European Commission earlier this year banned Chinese-made inverters from publicly funded energy projects. Domestic manufacturers such as SolarEdge and Enphase are expected to benefit.

[Solar: Trump signs executive order banning some foreign equipment from US power grid]

Saudi Power Procurement Company (SPPC) has finalized four 15-year Storage Services Agreements covering a combined 2 GW/8 GWh of utility-scale battery storage, marking the first phase of the Kingdom's large-scale BESS programme. The four projects, each rated at 500 MW/2,000 MWh under a build-own-operate model, represent an investment of more than $1.16 billion. Three projects (Al Muwyah, Haden and Al Kahafa) went to a consortium of Saudi Energy, ACWA Power and Al Sharif, while the fourth, Al Khushaybi, was awarded to a consortium of France's Engie and Haji Abdullah Alireza & Co. Saudi Arabia targets 48 GWh of storage by 2030, with this portfolio representing about one-sixth of that goal.

[Energy Storage: Saudi Arabia's SPPC finalizes 2 GW/8 GWh battery storage portfolio worth over $1.16 billion]

Following a UK government rule change, plug-in solar panels became legally available at retail from August 27, with Argos the first retailer to stock them and Amazon, Currys, B&Q and others expected to follow. The panels can be hung on balconies or fences and plugged directly into wall sockets, with output capped at 800 watts — enough to cover up to 20% of an average home's daytime electricity use and save up to £110 a year on bills. One-panel kits currently cost around £699, with the government expecting prices to settle at £400-600 as competition grows. Already popular in Germany and Spain, the systems mainly target renters and flat dwellers unable to install rooftop solar.

[Solar: Plug-in solar panels go on sale in the UK for the first time]

Greece added 724 MW of solar in May alone, alongside 65 MW of wind, bringing total renewable capacity to 18.3 GW including 11.6 GW of solar, according to the latest data from grid operator DAPEEP. The market expects record renewable additions of around 4 GW this year, up from the previous record of 2.73 GW set in 2024. Storage buildout is lagging badly, with only about 600 MW of two-hour BESS in operation, expected to reach 1.1 GW by year-end — far behind the pace of solar deployment. Some smaller generators lost up to 80% of revenue in spring months amid curtailment and negative prices, raising bank concerns over project viability.

[Solar: Greece's solar boom continues with 724 MW added in May despite curtailment]

[China's NEV Industry Scale Has Exceeded the Million-Unit Level] The State Council Information Office held a press conference titled "A Strong Start to the 15th Five-Year Plan Period," where officials from the Ministry of Industry and Information Technology stated that during the 14th Five-Year Plan period, China's NEV industry scale leaped from the hundred-thousand-unit level to the million-unit level, with annual sales increasing from 1.367 million units to 16.49 million units, and their share of total new car sales rising from 5.4% to 47.9%. The industrial system has become increasingly complete, with China's production of NEVs, power batteries, and key materials accounting for over 70% of the global total. International influence has continued to grow, with products exported to more than 100 countries and regions. During the 15th Five-Year Plan period, efforts will be made to further improve product supply quality, actively and steadily promote pilot programs for the market access and road operation of intelligent connected vehicles, as well as the "Vehicle-Road-Cloud Integration" pilot projects. The supporting usage environment will be optimized to effectively address consumers' post-purchase concerns, encouraging consumers to be willing to buy and use these vehicles with peace of mind.

[China's NEV Industry Scale Has Exceeded the Million-Unit Level]

[Lead-Acid Battery Enterprise Update] Shengyang Co., Ltd. announced that its H1 2026 revenue was 2.027 billion yuan, up 18.18% YoY; net profit attributable to shareholders of the publicly listed firm was 110 million yuan, down 14.72% YoY from 129 million yuan in the same period of 2025; net profit excluding non-recurring items was 107 million yuan, down 11.93% YoY from 122 million yuan in the same period of 2025. The YoY decline in net profit was primarily due to significant exchange losses caused by RMB exchange rate fluctuations and the stage loss incurred by the controlled subsidiary Shengyang Lico's cylindrical lithium battery business, which is still in the incubation phase.

Shengyang Reports H1 2026 Revenue Growth, Net Profit Decline Amid Exchange Losses and Lithium Biz Loss

[Sinomine Resource Group: H1 Net Profit 1.111 Billion Yuan, up 1146.81% YoY] Sinomine Resource Group announced that the company released its H1 2026 semi-annual report, achieving operating revenue of 3.66 billion yuan, up 12.03% YoY; net profit of 1.111 billion yuan, up 1146.81% YoY. The performance growth was mainly due to a significant YoY increase in the average market price of lithium chemicals in H1 2026, and the company's new energy raw material business for lithium batteries achieved operating revenue of 2.952 billion yuan, up 125.84% YoY.

Sinomine Resource Group: H1 Net Profit 1.111 Billion Yuan, up 1146.81% YoY

[Yinghe Technology: H1 2026 Revenue 6.09 Billion Yuan, Net Profit up 29.40% YoY] Yinghe Technology announced that for H1 2026, it achieved total operating revenue of 6.09 billion yuan, up 42.83% YoY; net profit attributable to shareholders of the publicly listed firm was 351 million yuan, up 29.40% YoY; net profit excluding non-recurring items was 345 million yuan, up 28.71% YoY. During the reporting period, no cash dividends were distributed, no bonus shares were issued, and no capital reserve was converted into share capital. The company plans to acquire 100% equity of Anghua (Shanghai) Automation Engineering Co., Ltd. for 204 million yuan, which will enhance its technological layout in the lithium battery equipment field after completion. The company has completed the board of directors' reelection and senior management appointment.

Yinghe Technology: H1 2026 Revenue 6.09 Billion Yuan, Net Profit up 29.40% YoY

[Defu Technology: H1 Net Profit of 263 Million Yuan, Up 580.66% YoY] Defu Technology announced that it achieved operating revenue of 9.197 billion yuan, up 73.54% YoY; net profit attributable to shareholders of the publicly listed firm was 263 million yuan, up 580.66% YoY. The company plans to distribute a cash dividend of 1 yuan (tax included) for every 10 shares to all shareholders. During the reporting period, the company continued to promote product iteration and upgrading, with the shipment proportion of high value-added products such as lithium battery copper foil and electronic circuit copper foil both significantly increasing. The optimization of product structure led to an increase in the company's average processing fee, thereby enhancing the overall profitability of the company.

Category	Price Description	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate USD/tonne	-45.51	Aug 27
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-81.96	Aug 27
Cathode material	China Lithium Ferrous Phosphate (Powder Compact Density 2.50g/cm³ min) USD/tonne	-12.05	Aug 27
Battery separator	China 9μm Wet-process Separator USD/m²	0	Aug 27
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+141.89	Aug 27
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+31.31	Aug 27

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