DBM video: 20% plunge in two weeks! Lithium Carbonate Fell Below 130,000, Demand Did Not Collapse, But Lithium Price Collapsed First

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

On August 25, China Datang Corporation Limited purchased the lithium iron phosphate battery energy storage system in 2026-2027, with an estimated total capacity of 5 GWh. Among them, the 0.5C system is 1 GW/GWh and the 0.25C system is 0.75 GW/3 GWh, including 80% of the grid-following system and 20% of the grid-forming system.

2026-08-27 15:37:34

On the morning of August 26, the official website of the Bureau of Ecology and Environment of Yichun City, Jiangxi Province, issued an information note, revoking the announcement of the proposed acceptance of the environmental impact report of the Lithium-mining project under the Ningde Times issued on August 17.

2026-08-26 17:13:59

On August 22, the 2026 Green Computing Conference was held in Hohhot, where 13 key projects, including computing collaboration and data centers, were signed in Inner Mongolia, with a total investment of 136.1 billion yuan.

2026-08-26 11:04:23

On August 20, the Shanxi Development and Reform Commission issued a notice to adjust and announce the provincial key projects in 2026, adding 23 energy projects and withdrawing 16 projects.

2026-08-25 10:52:42

On August 20, Inner Mongolia Daqin New Energy Technology Co., Ltd. issued a tender announcement for 300 MW/1200 MWh independent new energy storage project (EPC).

2026-08-24 16:01:36

On August 20, Beijing Guozong Green Energy Integrated Energy Service Co., Ltd. announced the tender announcement for the project of centralized procurement supplier of lithium iron phosphate electrochemical energy storage system equipment in the second half of 2026. The source of project funds is self-financing of 2 billion yuan, and the tenderer is Beijing Guozong Green Energy Integrated Energy Service Co., Ltd.

2026-08-21 16:41:11

On August 19, Yiwei Lithium Energy disclosed its semi-annual report for 2026, which realized business income of 45.691 billion yuan during the reporting period, an increase of 62.20% over the same period last year. Net profit of 3 billion 301 million yuan, an increase of 105.66% over the same period.

2026-08-20 15:11:44

On August 18, the EPC tender for the 660 MW/3960 MWh compressed air energy storage power station project in Jiyuan, Henan, was tendered by Jiyuan Hengdong Energy Storage Technology Co., Ltd.

2026-08-20 11:05:53

On August 18, Jilin issued a draft of guidance for the coordinated development of computing and electricity to promote the construction of an integrated park of wind and solar energy storage and computing power, with a supporting energy storage time of no less than 2 hours. Promote the joint operation of digital power, encourage the deep cooperation between computing power and new energy enterprises, and establish the linkage mechanism of electricity price.

2026-08-19 15:40:19

On August 18, Desai Battery released the semi-annual performance report for 2026. In the first half of 2026, the company achieved an operating income of 10.716 billion yuan, an increase of 9.78% over the previous year; a net profit of 205 million yuan, an increase of 110.44% over the previous year; a non-net profit of 171 million yuan, an increase of 157.32% over the previous year.

2026-08-19 11:08:35

On August 17, the semi-annual report of 2026 released by Rongjie Co., Ltd., the leader of lithium concentrate, showed that in the first half of the year, the company realized operating income of 1.524 billion yuan, an increase of 402.35% over the previous year, and realized net profit of 1.002 billion yuan belonging to shareholders of listed companies, an increase of 1076.14% over the previous year.

2026-08-18 17:07:11

On August 17, the website of Yichun Bureau of Ecology and Environment published the environmental impact report of Yichun Times New Energy Mining Co., Ltd.

2026-08-18 15:19:42

On August 14, Haofang 300 MW/1200 MWh independent energy storage power station EPC tender in Dongying City, Shandong Province, with a planned investment of 1.2 billion yuan and a unit price of 1 yuan/Wh. The tenderer is Dongying Haofang New Energy Technology Co., Ltd.

2026-08-18 11:05:56

On August 14, Shengxin Lithium Energy announced that the company's application for issuing shares to specific targets was accepted by the Shenzhen Stock Exchange.

2026-08-17 15:52:12

On August 14, China Nengjian announced the successful candidates for the centralized procurement of lithium iron phosphate battery energy storage system in 2026. According to the tender announcement, the total scale of the four bidding sections was 30 GWh, and 39 enterprises were shortlisted.

2026-08-17 11:15:29

On August 13, the Taizhou Bureau of Ecology and Environment issued the first announcement of the ecological environmental impact assessment of the project of Tianzhi Material (Taizhou) Co., Ltd. with an annual output of 160000 tons of high-pressure solid lithium iron phosphate.

2026-08-14 17:02:08

Recently, Sunshine Power has successfully won an order for the Observatorio project energy storage system from Verano Energy, an independent power developer in Chile, with a project scale of 152 MW/606 MWh.

2026-08-14 11:13:24

On August 11, the tender announcement for the procurement of lithium iron phosphate battery energy storage system equipment for the 300 MW/1200 MWh energy storage power station project in Chengde County, Hebei Province was officially issued. The tenderer is Hebei Jiaotong Detai New Energy Technology Co., Ltd.

2026-08-13 16:10:06

Recently, Shijiazhuang, Tangshan, Qinhuangdao, Baoding, Zhangjiakou, Hengshui, Chengde, Langfang and other eight places in Hebei Province have issued opinions on the investigation and disposal of independent energy storage projects.

2026-08-13 11:39:01

On August 11, the tender announcement for EPC general contracting of 500 MW/2000 MWh grid-side independent shared energy storage demonstration project in Qixiang, Zhongning, Xingchu was issued. The tenderer is Xingchu New Energy (Zhongning County) Co., Ltd.

2026-08-12 15:36:52

On August 10, ContourGlobal, an international independent power producer, announced that it had signed a 3 GWh battery energy storage system supply agreement with Ningde Times.

2026-08-12 11:09:33

On August 11, China Mineral Resources announced that Jiangxi Zhongkuang Lithium Industry, a wholly-owned subsidiary of the company, had temporarily stopped production and maintenance of two high-purity lithium salt production lines since June 30 due to the mismatch between the transportation cycle of its own lithium concentrate and the production scheduling of its own salt plant.

2026-08-11 15:03:39

On August 9, Chuneng New Energy Yichang Phase II 80 GWh Lithium Battery Industrial Park was officially put into operation, mainly producing energy storage batteries, power batteries and PACK modules. With a total investment of 22 billion yuan, it took only 10 months from start-up to commissioning, two months ahead of schedule.

2026-08-10 15:09:05

On August 7, Longpan Technology announced that the Company and LG New Energy (LGES) signed a three-year two-way supply framework agreement for 2026-2028: according to the agreement, during the period from January 1, 2026 to December 31, 2028, Longpan Technology will supply LGES with lithium iron phosphate materials, with an annual transaction cap of 9 billion yuan and a total of 27 billion yuan in three years; Longpan Technology will purchase related products from LGES, with an annual ceiling of 6 billion yuan and a total of 18 billion yuan in three years. The two annual caps total 45 billion yuan.

2026-08-10 11:48:02