I prezzi del litio rimbalzano: Lyth protegge la massima fornitura di celle

Recentemente, I prezzi del carbonato al litio sono rimbalzati a ¥ 72.900/tonnellate, Contrassegnare un aumento di fase di oltre 20%. Questa non è semplicemente una fluttuazione del mercato ciclico ma il risultato di un effetto combinato del rafforzamento dell'offerta, guida politica, e robusta domanda dal veicolo elettrico (EV) e mercati di accumulo di energia. Di fronte all'aumento dei costi delle materie prime, LYTH leverages deep collaboration with leading domestic and international cell manufacturers to achieve advantages in pricing, consegna, and procurement, providing customers with cost-effective power and energy storage solutions.

Supply Tightening and Policy Guidance: Value Restoration Amid Cost Pressures

Domestic lithium resource regulation continues to advance, with companies such as Yichun Lithium and Zangge Mining halting or limiting production for compliance purposes. Coupled with the Ministry of Industry and Information Technology’s “anti-overcapacity” policy promoting the exit of outdated production lines, lithium carbonate market supply has tightened. Allo stesso tempo, domestic EV demand continues to grow, while sales in Europe and Southeast Asia have rebounded quickly, with energy storage demand booming concurrently. Rising raw material costs have become a widespread industry challenge. però, LYTH, through strategic partnerships with upstream cell manufacturers such as CALB and EVE, locks procurement costs at low levels, ensuring customers maintain stable and high-quality supply even during price surges.

Technological Upgrades and Industry Leader Barriers: Ensuring Cell Quality and Performance

Lithium carbonate accounts for approximately 30%-40% of cell costs, and price increases directly drive technological upgrades. LYTH’s partners, including leading companies like CALB and EVE, have established core barriers in high-voltage lithium iron phosphate and sodium battery technologies, achieving mass production of high-energy-density and long-life cells. By binding premium upstream resources, LYTH not only ensures customers access the most advanced power and energy storage cells but also maintains stable supply and pricing amid market volatility.

Procurement Advantages and Delivery Speed: Helping Customers Seize Market Opportunities

As costs rise and market concentration increases, the industry exhibits a “strong get stronger, mid-tier under pressure” pattern. LYTH, through long-term strategic cooperation with upstream cell manufacturers, secures large-volume, low-cost procurement and offers rapid delivery solutions, significantly shortening the lead time from order to utilization. Whether for power battery projects or energy storage system construction, LYTH ensures customers receive high-quality, timely cell supply during market peaks, helping them maintain a competitive edge.

Market Opportunities from Structural Growth

Although energy storage cells face short-term pressure, domestic energy storage tenders exceeded 150 GWh in the first half of the year, and overseas orders are growing rapidly. Leveraging the technological and production advantages of its partners, LYTH can provide customized cell solutions for various applications, including mid-to-high-end power batteries, long-duration energy storage, and low-temperature adaptation. A complete product line helps customers maximize value in a dynamic market.

Value is King, LYTH Helps Customers Win from the Start

The rebound in lithium carbonate prices signals a shift in the industry from scale expansion to value competition. LYTH seizes strategic cooperation opportunities with upstream cell manufacturers such as CALB and EVE, using resource binding, pricing advantages, and rapid delivery to help customers implement projects steadily amidst cost fluctuations and market reshuffling, achieving long-term development under the principle of “value is king.”