Lithium carbonate futures hit the limit up during trading, multiple lithium iron phosphate (LFP) leaders announced price hike plans, and industry giant Tianci Materials declared a production halt for maintenance of its lithium hexafluorophosphate (LiPF6) production line—a comprehensive price transformation in lithium battery materials is unfolding.
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BAK Battery has launched the N21700CX-65E high-capacity cylindrical lithium-ion battery, which achieves an ultra-high single-cell capacity of 6500mAh through high-nickel materials. It boasts an energy density of 928Wh/L and 315Wh/kg, an internal resistance of less than 8mΩ, and supports a maximum discharge rate of 4C. With a wide operating temperature range from -30°C to 60°C, it is well-suited for high-intensity robotic operation scenarios, achieving dual breakthroughs in energy density and safety.
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After enduring a two-year price war and widespread losses, the lithium-ion battery separator industry is experiencing a landmark inflection point. Recently, leading domestic separator company Senior Material announced a price adjustment for its wet-process separator products, with an increase of up to 30%, causing a stir within the industry.
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At the end of July 2025, Hithium signed a cooperation agreement with the UK's leading developer Elements Green to deploy a total scale of 720MWh battery energy storage system project in the UK, one of the largest energy storage projects in the country to date. Around the same time, Envision Group reached a cooperation with UK grid company Statera Energy to jointly build one of the UK's largest standalone energy storage projects—the Carrington project with an installed capacity of 680MW/1360MWh. These two major orders not only represent significant breakthroughs for Chinese energy storage companies in the UK market but also reflect the unprecedented growth the UK energy storage market is experiencing.
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The technological compass of the global electric vehicle market is shifting at an unprecedented pace. In Q3 2025, the adoption rate of Lithium Iron Phosphate (LFP) batteries in new global EV models surpassed 65%. This battery chemistry, considered a "transitional technology" by some industry experts just three years ago, has now become mainstream. Facing this trend, South Korea's three battery giants have launched a strategic initiative dubbed the "LFP Second Front", aiming to reclaim the initiative in a race that will define the industry's landscape for the next decade.
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An adjustment notice from Anda Technology has triggered a ripple effect across the industry, with processing fees for its full range of LFP products uniformly increasing by 3,000 yuan per ton starting January 1, 2026, following a similar price hike initiated by another leading company in November.
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