DBM Video: The world's fourth largest lithium producer has made it clear that the ban on concentrate exports will not be extended

On October 9, the Zimbabwean government officially made it clear that the ban on the export of lithium concentrates, originally scheduled for January 2027, would not be extended.

2026-10-10 15:24:59

On October 8, Ningxia Xindian Huitong Zhongning County 200 MW/800 MWh Energy Storage Power Station Project issued a tender announcement, the tenderer is Ningxia Xindian Huitong New Energy Technology Co., Ltd.

2026-10-09 15:14:49

Recently, China Nuclear Group announced the successful candidates for the first-level centralized procurement project of lithium iron phosphate energy storage system from 2026 to 2028.

2026-10-09 10:57:39

On October 1, the media reported that new progress had been made in lithium prospecting in western Sichuan, with an additional lithium carbonate equivalent of about 1.0468 million tons. After the completion of the reserve increase, the cumulative lithium carbonate equivalent of Maerkang Jiada Lithium Mine in Sichuan reached 2.531 million tons, further expanding the scale of the deposit and continuing to consolidate its status as a super-large pegmatite lithium mine.

2026-10-08 16:20:41

Tianci Material, the global electrolyte leader, has officially entered the countdown to H-share issuance! On October 5, Tianzhi Material passed the hearing of listing on the main board of the Hong Kong Stock Exchange, with JPMorgan Chase, CITIC Securities and Guangfa Securities as co-sponsors, which is closer to the listing of A + H.

2026-10-08 11:51:57

On September 28, Guoxuan Gaoke announced that it would set up three joint ventures with Volkswagen's PowerCo SE in Spain, Slovakia and Morocco to build lithium battery and lithium iron phosphate cathode bases with a total investment of 3.222 billion euros (equivalent to 246.06 yuan). Among them, China Xuan contributed about 1.598 billion euros.

2026-09-29 16:47:25

On September 28, Beijing Guozong Green Energy Integrated Energy Services Co., Ltd. announced the results of centralized procurement suppliers of lithium iron phosphate electrochemical energy storage system equipment in the second half of 2026, which were divided into three bidding sections and 36 enterprises were shortlisted, with an estimated procurement scale of about 4 GWh.

2026-09-29 14:49:53

Recently, Dongyang Branch of the Bureau of Ecology and Environment of Jinhua City, Zhejiang Province, plans to approve the EIA document of Hengdian Dongci's new high-efficiency lithium battery project with an annual output of 10 gigawatt hours.

2026-09-29 11:11:11

On September 24, Yiwei Lithium Energy announced the transfer of 45% of Hubei Enjie's equity to Shanghai Enjie at a price of 1.15 billion yuan. Yiwei Lithium Energy said that the main reason for the transfer was to optimize the asset structure, concentrate superior resources to develop the main business, recover investment costs and improve asset liquidity.

2026-09-28 15:34:43

On September 23, Chenfeng Science and Technology announced that the consortium of holding Sun Company signed a termination agreement to terminate the EPC contract of 200MW/800MWh grid-side independent energy storage power station in Erlianhot City, Inner Mongolia, with a total contract value of 712 million yuan.

2026-09-28 11:13:29

On the morning of September 22, a fire broke out in an outdoor container-type lithium battery energy storage system of the Metropolitan Water Authority of Southern California in Raven, California, accompanied by an explosion, triggering a large-scale evacuation and shelter-in-place directive.

2026-09-23 17:05:03

On September 22, Shanshan issued a foreign investment announcement that the company intends to build an integrated base project with an annual output of 150000 tons of lithium-ion battery anode materials in the equipment manufacturing industrial park of Qingshan District, Baotou City, Inner Mongolia, which is also the first major industrial investment project of Shanshan after the formal ownership of Anhui state-owned assets in July this year.

2026-09-23 15:01:24

On September 15, Sichuan Development and Reform Commission announced that the energy-saving report of Liding Material, a wholly-owned subsidiary of China Innovation Airlines, with an annual output of 300000 tons of lithium iron phosphate project was approved in principle. The unit energy consumption of the project is 723.64kgce/t, and the electricity consumption is 3711.2 kwh/ton, which is superior to the provincial energy efficiency benchmark.

2026-09-22 14:29:22

The Rising Tide of Optical Storage Industry Is Coming! On September 20, Guruiwatt issued a price adjustment notice. Affected by the rising raw materials in the upstream and the tight supply of core devices, production costs continue to rise.

2026-09-22 11:01:05

Recently, the video of "Ningde Times Yibin Base Managers Restricting Employees to Go to the Toilet, Leading to Employees'Emotional Collapse and Excessive Rights Protection" spread all over the Internet, triggering a lot of heated discussions.

2026-09-21 15:49:52

The Yichun Xiawo Lithium Mine Project in Ningde Times, which was urgently suspended due to the dispute over the compliance of the publicity website, has made new progress after the rectification.

2026-09-21 11:44:40

On September 18, the Moss Landing Energy Storage Station in Monterey County, California, caught fire again. The fire point was the damaged battery area that had not been completely cleared since the catastrophic fire in 2025. The accident did not cause casualties.

2026-09-20 16:50:37

On September 17, the 100 MW/400 MWh lithium iron phosphate and sodium ion network independent energy storage project in Yizhou District, Hami, Yanyang, Xinjiang was terminated.

2026-09-20 14:53:06

Recently, Sunshine Power signed nearly 2.6 GWh of overseas energy storage orders, mainly from two contracts signed on September 15 and 17, distributed in Southeast Asia and Europe.

2026-09-20 11:32:22

On September 18, Yiwei Lithium Energy issued the Announcement on the Signing of the Supply Framework Agreement between Yiwei Power and Fluence. Recently, Yiwei Power and Fluence, a subsidiary of the company, further confirmed the expansion of cooperation based on the previous friendly cooperation. In 2027-2031, Yiwei Power signed a supply agreement to deepen cooperation in the production and delivery of 206 GWh batteries to Fluence.

2026-09-18 14:55:14

On September 17, Hunan Yuneng, the leading stock of lithium iron phosphate, announced that Ningde Times, the shareholder of the company, had reduced 17.4597 million shares of the company through centralized bidding and bulk trading from June 26 to September 16, 2026, accounting for 2.06% of the total equity.

2026-09-18 11:14:48

On September 16, Huadian Liaoneng announced that it would increase its capital by 200 million yuan to Duolun Company, a holding new energy subsidiary, to build a large-scale independent energy storage power station project. This capital increase is contributed by the two major shareholders in proportion to their shareholdings, and all the funds are used as project capital.

2026-09-17 17:10:33

Recently, U.S. Transportation Secretary Sean Duffy publicly pressured Ford, accusing it of deep cooperation with Ningde Times, Geely and BYD on the grounds of supply chain security and national security, and demanding that Ford cut off or reduce relevant cooperation and abandon Chinese battery technology. Shares of Ford fell more than 5% on Tuesday on the news.

2026-09-17 15:24:07

Recently, the State Administration of Market Supervision and Administration disclosed that Ningde Times completed the anti-monopoly review of the acquisition of shares of Chongqing Yaoning New Energy Technology Co., Ltd. and was unconditionally approved.

2026-09-16 10:53:14

Lithium Carbonate Prices Continue to Collapse! On September 11, the main futures contract fell nearly 5%, falling below 130000 yuan/ton, a new low in the year, and the price fell nearly 20% from a high of 160000 in just two weeks.

2026-09-15 15:02:51

On September 13, Ningde Times signed a cooperation agreement with BME, a local battery manufacturer in Egypt, to invest more than 2 billion Egyptian pounds (about 261 million yuan) to build a power battery manufacturing plant in Egypt.

2026-09-15 11:09:33

On September 11, Guoxuan Gaoke announced that it had won 6 GWh energy storage orders for the first batch of large-scale battery energy storage projects in Saudi Arabia, which will provide a complete set of energy storage solutions for the three major energy storage stations in Saudi Arabia.

2026-09-14 15:16:39

On the evening of September 11, Ningde Times announced that the company first repurchased 604,293 A-shares through centralized bidding, accounting for 0.0131% of the total share capital, with the highest transaction price of 331.61 yuan per share and the lowest transaction price of 330.15 yuan per share, with A total turnover of about 200 million yuan.

2026-09-14 11:05:50

On September 8, Shenyang Cuihua Gold and Silver Jewelry Co., Ltd. announced that the company received the Prior Notice of Termination of Listing issued by Shenzhen Stock Exchange. The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares because it fails to disclose the 2025 annual report within the statutory time limit and touches on the normative delisting situation.

2026-09-11 16:33:47

In fact, the future operational risk of energy storage power stations is very large. We judge that many energy storage power stations may become non-performing assets in the next few years, so the operational capacity and energy storage quality are the core guarantee of asset security.

2026-09-11 14:14:44

September 8, Huarun Shapotou District 300 MW/1.2 GWh new energy sharing energy storage power station energy storage system equipment procurement, the tenderer is Huarun Power (Zhongwei City) Co., Ltd., the construction site is in Yongkang Town, Shapotou District, Zhongwei City, Ningxia Hui Autonomous Region.

2026-09-11 10:54:45

On September 9, the commencement ceremony of the 820 MW/3280 MWh energy storage project of the new energy base in the coal mining subsidence area in northern Shanxi Province was held at the construction site of Zuoyunbei. The total scale of the project is 820 MW/3280 MWh, which is the only supporting energy storage project in the 12 large-scale scenery bases in the country with the coal mining subsidence area as the carrier.

2026-09-10 15:11:09

In the early morning of September 7, local time, a fire broke out at the Summerside Sunbank Photovoltaic Energy Storage Power Station in Summerside, Canada. The fire started at one of the battery energy storage tanks in the power station.

2026-09-10 11:10:21

Lithium battery export maritime declaration rules, may need to add a "magic spell"! According to the latest recommendation of CINS, a container shipping safety organization, all goods containing lithium batteries, even if they meet the SP188 exemption conditions, even if a box does not exceed 20 kilograms, will be included in the scope of compulsory declaration of dangerous goods!

2026-09-09 16:10:24

On September 8, Inner Mongolia Huijin Energy Storage Technology Co., Ltd. Wulate Qianqi 200 MW/800 MWh Independent New Energy Storage Power Station Project Flow Mark Announcement was issued.

2026-09-09 10:58:23

On September 4, the public tender announcement for the general contracting (EPC) of the 500 MW/1 GWh shared energy storage project (Phase I 100 MW/202 GWh) in Zouping City, Shandong Province was issued.

2026-09-08 17:04:23

On September 6, the media said that the relevant departments are starting the investigation of the production capacity of the energy storage industry, with the energy storage core as the core, to comprehensively sort out the existing and planned two sets of production capacity base.

2026-09-08 15:35:02

On September 5, the Federal Court of Minas Gerais, Brazil, issued an emergency injunction to revoke all environmental permits of Sigma Lithium's mining company, requiring its Grottadu-Sirio Lithium Mine to completely stop mining, ore processing and other production operations from now on.

2026-09-08 10:58:16

On September 4, Xinwangda Electronics announced that Ideal Automobile intends to increase its subsidiary Xinwangda Power by 2.65 billion yuan, corresponding to 8.79% of the latter's shares after the completion of the capital increase.

2026-09-07 15:31:35

According to the data of the semi-annual report of 2026, eight energy storage battery enterprises, Ningde Times, Yiwei Lithium Energy, Xinwangda, Guoxuan Gaoke, Zhongchuang Xinhang, Ganfeng Lithium Industry, Ruipu Lanjun and Penghui Energy, achieved a total revenue of 464.425 billion yuan in the first half of the year, all of which achieved double-digit growth over the same period of last year.

2026-09-07 11:51:25

On September 2, Baiyin Changyin Storage 300 MW/1200 MWh Independent Energy Storage Project EPC issued a tender announcement, the tenderer is Baiyin Changyin Storage New Energy Co., Ltd., and the project funds are 100% self-financing.

2026-09-04 14:51:14

Recently, 20 lithium power enterprises collectively issued price increase notices, and the overall price adjustment range remained between 2% and 30%. The reason is that the consumption tax on lithium primary batteries and lithium ion batteries will be resumed on September 1. The tax rate will be 2% by the end of 2026 and will be raised to 4% from 2027.

2026-09-03 11:19:03

On August 31, the opening ceremony of the GigaBattery Boxberg 400 large-scale energy storage project in Saxony, Germany, was held. The project, with a scale of 400 MW/1600 MWh, is an important part of the LEAG "GigawattFactory"'s integrated renewable energy base.

2026-09-02 16:37:24

On the night of August 30, a fire accident occurred in the battery core aging testing workshop of Jiangxi Far East, a holding company of Far East Co., Ltd., located in Yichun Economic and Technological Development Zone, Jiangxi Province. A large amount of smoke rose from the scene and an explosion was heard during the fire. On the morning of August 31, the fire was extinguished and the cause of the accident is being verified.

2026-09-02 11:04:25

On August 28, Ganfeng Lithium Industry disclosed its semi-annual report for 2026, which showed that in the first half of the year, the company achieved revenue of 23.097 billion yuan, an increase of 175.75% over the previous year; net profit of 4.257 billion yuan, an increase of 901.36% over the previous year; net profit of 3.848 billion yuan, an increase of 521.56% over the previous year. It took only one year to go from a loss of 500 million to a profit of 4.2 billion.

2026-09-01 17:03:21

On August 28, the 200 MW/800 MWh Independent Energy Storage Power Station in Pingxiang Industrial Park, Guangxi, issued a notice of bid rejection. After internal verification, there are major violations of laws and regulations in project bidding and contracting, so the bid is rejected and the first successful candidate is disqualified.

2026-09-01 17:01:34

On August 28, the PACK project of Changyi Sodium Power (Yunnan) Energy Storage Technology Co., Ltd. with an annual output of 3 GWh sodium ion energy storage core and 1 GWh sodium ion battery was officially put into operation.

2026-08-31 16:58:06

On August 28, Shengchu Zhongning Tiandushan 960 MW/1920 MWh grid-side independent shared energy storage demonstration project in Zhongwei City, Ningxia issued a tender announcement for EPC general contracting.

2026-08-31 15:11:02

On August 29, Sunshine Power disclosed its semi-annual report for 2026. During the reporting period, it realized business income of 30.912 billion yuan, a decrease of 28.99%, gross interest rate of 35.92%, an increase of 1.56 percentage points, and net profit of 5.259 billion yuan, a decrease of 32.01%.

2026-08-31 11:13:45

On August 26, Deye, the leading inverter company, released its semi-annual report for 2026. In the first half of the year, the company achieved an operating income of 10.641 billion yuan, an increase of 92.23% over the previous year, and a net profit of 2.717 billion yuan, an increase of 78.53% over the previous year; Among them, the inverter products achieved an operating income of 5.132 billion yuan, an increase of 94.09%, accounting for 48.36% of the main business income; the energy storage battery pack products achieved an operating income of 4.894 billion yuan, an increase of 244.12%, accounting for 46.12% of the main business income.

2026-08-27 15:39:53