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AFRICA CRITICAL MINERALS FORUM 2026

NET ZERO MEA Solar & Energy Storage Summit

2026 SMM Automotive Supply Chain Conference

Indonesia Critical Minerals Conference & Expo 2026

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

SMM AFRICA CRITICAL MINERALS SEMINAR 2026

Shanghai Metals Expo 2025

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

SMM Indonesia Seminar: Li-ion Battery & Energy Storage

Shanghai has announced its 2026 allocation plan (third batch) for energy conservation and emission reduction special funds and ultra-long special treasury bonds. The funds will support national vehicle scrappage and replacement programs, covering both fuel vehicles and new energy vehicles, with a total of 43.232 million yuan allocated from the municipal energy conservation and emission reduction special funds.

[Shanghai Releases 2026 Third Batch of Energy-Saving & Emission-Reduction Funds and Ultra-Long Bonds Plan]

Guangzhou Petrochemical has obtained clean hydrogen certification from the National Hydrogen Energy and Fuel Cell Vehicle Demonstration Evaluation Platform, passing the "Low-Carbon Hydrogen, Clean Hydrogen, and Renewable Hydrogen Standards and Evaluation." This milestone advances the company's hydrogen energy development and supports green transformation in transportation. The standard, proposed by the China Hydrogen Alliance, quantifies carbon emissions in hydrogen production. Guangzhou Petrochemical's hydrogen supply center now produces 5,100 tons/year of 99.999% pure fuel cell hydrogen, making it the largest in South China.

[Guangzhou Petrochemical's Fuel Cell Hydrogen Receives Clean Hydrogen Certification]

Cosmx reported 2025 revenue of 14.4B yuan, up 24.7% YoY. Net profit attributable to parent was 472.1M yuan, up 9.7% YoY. Core profit (non-recurring items excluded) fell 10.4% to 312.8M yuan. During the reporting period, the year-on-year growth in the company's operating revenue was mainly due to: (1) Significant results in market expansion, leading to an effective increase in customer share; (2) The company's focus on its automotive low-voltage lithium battery and drone battery businesses, resulting in continued improvement in the operating efficiency of its power business.

[Cosmx: 2025 Net Profit Up 9.70% Year-on-Year]

SQM reported the increase attributing the result to a favorable market pricing environment that boosted average lithium prices and consequently enhanced performance.The world's second-largest lithium producer stated that its net profit for the fourth quarter reached $183.8 million, a 53% increase compared to the same period last year. Revenue for the quarter grew by 23.3% to $1.32 billion, up from $1.07 billion in the year-ago period. Gross profit for the quarter increased by 52.7%, reaching $448.5 million.CEO Ricardo Ramos: "Our Q4 2025 results reflect record sales volumes from both of our lithium businesses." He added that in November, they began seeing early signs of an improving supply-demand balance, driven by stronger-than-expected demand for energy storage systems.

[SQM Reports 53% Year-on-Year Increase in Fourth-Quarter Profit]

Lizhong Group announced that the company achieved operating revenue of 32,139.17 million yuan in 2025, an increase of 17.96% compared to the same period last year. In 2025, the cumulative net profit attributable to shareholders of the listed company was 889.17 million yuan, an increase of 25.75% year-on-year. Benefiting from the recovery in market prices, coupled with the introduction of strategic investors, the company's lithium hexafluorophosphate business saw steady growth in capacity utilization and order volume. Starting from November, the business returned to profitability, with sustained positive momentum in profitability.

[Lizhong Group: 2025 Steady Growth in Capacity Utilization and Orders for Lithium Hexafluorophosphate Business]

Wanrun New Energy announced that the company achieved total operating revenue of 11,495.627 million yuan in 2025, a year-on-year increase of 52.81%. The net profit attributable to the parent company was -445.7299 million yuan, and the net profit after deducting non-recurring gains and losses attributable to the parent company was -407.3698 million yuan. The recovery in the company's performance during the reporting period was mainly driven by strong demand from the new energy vehicle and energy storage markets, leading to a substantial increase in the production and sales of its main product, lithium iron phosphate, a gradual rise in selling prices, and an improvement in product gross profit.

[Wanrun New Energy: Significant Increase in Lithium Iron Phosphate Production and Sales]

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

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

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate yuan/tonne	168000-176000	172000	-1000	Feb 27
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) yuan/tonne	155700-169500	162600	-400	Feb 27
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) yuan/tonne	58640-59100	58870	-245	Feb 27
Battery separator	China 9μm Wet-process Separator yuan/m²	0.77-0.87	0.82	0	Feb 27
Electrolyte	China Lithium Hexafluorophosphate yuan/tonne	120000-130000	125000	0	Feb 27
Electrolyte	China Electrolyte (for LFP Battery) yuan/tonne	28500-33500	31000	0	Feb 27

Production and sales data

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