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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

2026 SMM GRMI RENEWABLE METAL INDUSTRY CHAIN SUMMIT（NINGBO）

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

Shanghai Metals Expo 2026

APAC (11th) Ni-Cr-Mn Stainless Steel Industry Conference 2026

[Tianqi Lithium: Shehong Tianqi Plans to Subscribe to 79.2181 Million New SEVB Shares for 150 Million Yuan] Tianqi Lithium announced that its wholly-owned subsidiary, Shehong Tianqi, plans to sign a Capital Increase Agreement with SEVB, Huizhou Sunwoda, Wang Mingwang, and Wang Wei, and to use 150 million yuan of its own funds to subscribe for 79.2181 million new shares of SEVB. Of this amount, 79.2181 million yuan will be credited to the registered capital, with the remainder credited to the capital reserve. This transaction does not constitute a related-party transaction or a major asset restructuring, and does not require submission to the board of directors or shareholders' meeting for approval. The funds for Shehong Tianqi come from its own funds, which will not have a material adverse impact on the company's financial condition and operating results for the current year. This is conducive to the company's cooperation with the downstream industry chain, provides new channels for business expansion, and aligns with the company's vertically integrated development strategy.

Tianqi Lithium: Shehong Tianqi Plans to Subscribe to 79.2181 Million New SEVB Shares for 150 Million Yuan

Media reports on July 26 stated that Shenzhen has built a total of 1,227 ultra-fast charging stations with power above 480 kW, 48 ultra-fast charging and battery swapping stations for heavy-duty trucks, 120 flash charging stations for passenger vehicles and 15 integrated energy supply stations. The real-time adjustable load of virtual power plants exceeds 1.4 million kilowatts.
Shenzhen is accelerating the development of a multi-scenario, multi-tiered and widely covered charging infrastructure system. It has been selected as one of China’s first pilot cities for large-scale vehicle-grid integration application. The city has established the country’s first integrated "solar power, energy storage, charging and discharging" network as well as a virtual power plant management platform, advancing its pioneering demonstration at an accelerated pace.

Shenzhen Builds 1,227 Ultra-Fast Charging Stations, Each Over 480 kW Capacity, Citywide

Germany’s renewable energy sector is calling for major changes to the draft EEG 2027, warning that the proposal could reduce rooftop solar investment and slow the energy transition. The draft would raise annual auction volumes for first-segment solar PV, mainly ground-mounted projects, from 9.9GW under EEG 2023 to 14GW for 2027-2032. However, it also proposes ending feed-in tariffs for new PV systems up to 25kW from 2027 and lowering the mandatory direct marketing threshold to below 100kW after a 36-month transition period. BEE and BSW-Solar warned that these changes would increase costs and complexity for small rooftop PV systems and could sharply reduce demand in the segment. Industry groups also criticized proposed rules on uncompensated curtailment in congested areas, possible grid connection cost burdens, and the new CfD framework.

[Solar: Germany’s EEG 2027 draft raises concerns over rooftop PV investment]

[SMM Daily Review: Spot Lithium Carbonate Price Consolidates Upward on July 27]
Today, the SMM battery-grade lithium carbonate spot price consolidated upward compared with the previous working day. In the futures market, the lithium carbonate 2609 contract opened high at 145,800 yuan/mt today. After opening, bulls moved quickly, pushing the price to a high of 148,200 yuan/mt. It then encountered bearish selling pressure and pulled back in consolidation, fluctuating repeatedly below the average price line (146,000 yuan/mt) in the morning session, touching a low of 143,300 yuan/mt. Around midday, bulls and bears wrestled within the 143,300–146,000 yuan/mt range. In the afternoon, bulls re-entered, and the price quickly surged past resistance at the average price line, then consolidated higher. In late trading, bulls continued to push and ended near 147,200 yuan/mt, ultimately closing up 2.39% at 147,200 yuan/mt, with open interest declining by 585 lots.
In the spot market, downstream procurement remained primarily just-in-time procurement, with transactions concentrated around 145,000 yuan/mt, as acceptance of higher prices was limited. Upstream lithium chemical plants remained steadfast in holding spot order prices firm, but were weighed down by downstream wait-and-see sentiment, and buyers and sellers continued to wrestle. Market inquiries and actual transactions maintained an overall stable trend.

SMM Daily: Spot Lithium Carbonate Price Consolidates Higher on July 27

Samsung Electronics has adopted a silicon-carbon anode material in its new foldable smartphone, the Galaxy Z Fold8 Ultra.
Despite achieving its thinnest-ever profile of 4.1 mm, the new model is equipped with a 5,000 mAh battery, offering 14% higher capacity than the previous model, Galaxy Z Fold7.

Samsung Electronics Uses Silicon-Carbon Anode for First Time

Hyundai Motor has started moving production line equipment into MAAC (Mobility Alpha-line Anseong Campus), its first in-house battery plant.
The plant’s initial production capacity is understood to be 2 GWh per year. Hyundai Motor will use NCM batteries, rather than LFP batteries, and plans to first build a pouch-type battery production line this year. The company is also expected to discuss prismatic battery production next year.

Hyundai Motor Begins Equipment Move-In for In-House Battery Plant

【30k-ton Waste LIB Recycling and Reutilization Project Launched in Beichen, Tianjin】 Recently, the annual 30,000-ton waste LIB recycling and reutilization project entered its second EIA public announcement stage. The project is located in Xiditou Town Industrial Park, Beichen District, Tianjin. It is an expansion project that utilizes leased factory space to install one LIB cell crushing and sorting line, one un-electrolyte-deposited LIB cell crushing and sorting line, one LIB electrode sheet crushing and sorting line, and supporting environmental equipment. Upon completion, it will achieve an annual capacity of 10,000 tons of LIB cells, 10,000 tons of un-electrolyte-deposited cells, and 10,000 tons of electrode sheets, totaling 30,000 tons of waste LIBs per year.

30k-ton Waste LIB Recycling Project in Tianjin's Beichen Enters EIA Stage

Indonesia ESDM New HPM Formula & Nickel Market Updates

2025-2026 Global PV Market Review & Outlook: Navigating Geopolitics and Policy Shifts

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

Category	Price Description	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate USD/tonne	+168.46	Jul 27
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	+129.89	Jul 27
Cathode material	China Lithium Ferrous Phosphate (Powder Compact Density 2.50g/cm³ min) USD/tonne	+13.79	Jul 27
Battery separator	China 9μm Wet-process Separator USD/m²	0	Jul 27
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+236.02	Jul 27
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+68.82	Jul 27

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