NOTICE LFP AT AN INFLECTION POINT: Q3 Capacity Booms and the Future Market Outlook
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Market Information

Comprehensive tracking of daily material prices, production volumes, and strategic insights.

Prices of Lithium Batteries & Major Materials

Daily updated benchmark prices across the entire supply chain.

Last Update: Today
Material Name Price (¥) Change Trend Action
Spodumene concentrate 6% USD/ton（CIF),Australia *** -37.47% Details
Spodumene concentrate 5.5% USD/ton（CIF),Australia *** -38.61% Details
Spodumene concentrate 5.0% USD/ton（CIF),Australia *** -39.6% Details
Lithium brine China *** -32.56% Details
Lepidolite 2.5% China *** -42.86% Details
Lepidolite 2.2% China *** -44.68% Details
Lepidolite 2.0% China *** -47.73% Details
Battery-grade LC 99.5% Spodumene,China *** -32.56% Details
Battery-grade LC 99.5% brine,China *** -32.25% Details
Battery-grade LC 99.5% Recycled,China *** -32.8% Details
Industrial-grade LC 99.2% brine,China *** -33.14% Details
Lithium Hydroxide 56.5% coarse particle,China *** -36.15% Details
Lithium Hydroxide 56.5% Fine-grade,China *** -32.85% Details
Material Name Price (¥) Change Trend Action
FP (Battery-grade) China *** + 1.22% Details
LFP（EV) Powder CD 2.4-2.5g/mAh *** -19.52% Details
LFP（EV) Powder CD 2.5-2.55g/mAh *** -18.8% Details
LFP（EV) Powder CD 2.55-2.6g/mAh *** -18.51% Details
LFP（EV) Powder CD 2.6-2.65g/mAh *** -18.53% Details
LFP（ESS) Powder CD 2.3-2.4g/mAh *** -18.84% Details
LFP（ESS) Powder CD 2.4-2.5g/mAh *** -19.49% Details
NMC532 (EV) China *** -9.55% Details
NMC532 (Single Crystal) China *** -9.63% Details
Ni55 China *** -9.77% Details
NMC622 (EV) China *** -9.58% Details
NMC622 (Single Crystal) China *** -10.91% Details
NMC811 China *** -12.23% Details
NCA China *** -12.52% Details
LMO(LSV) China *** -13.27% Details
LMO(High Compaction) China *** -13.76% Details
LMO(Low Capacity) China *** -14.02% Details
LCO(4.35V) China *** -26.89% Details
NMC532 Precursor China *** -8.61% Details
Ni55 Precursor China *** -9.33% Details
NMC622 Precursor China *** -9.19% Details
NMC811 Precursor China *** -6.54% Details
Co₃O₄ (≥72%) China *** -23.18% Details
MnO₂ (LMO) China *** 0% Details
Co metal (elec.) ≥99.8%,China *** -26% Details
CoSO₄(battery grade) ≥20.5%,China *** -7.49% Details
Ni metal (elec.) 1# *** -5.13% Details
MnSO₄ (Battery grade) China *** -2.67% Details
NiSO₄(Battery grade) China *** -3.51% Details
Material Name Price (¥) Change Trend Action
Synthetic (High-end) EV *** 0% Details
Synthetic (Mid-range) EV *** 0% Details
Synthetic (Low-end) EV *** 0% Details
Synthetic (Low-end) ESS *** 0% Details
Synthetic (Mid-High) ESS *** 0% Details
Synthetic (High-end) Digital *** 0% Details
Synthetic (Mid-range) Digital *** 0% Details
Natural (High-end) *** 0% Details
Natural (Mid-range) *** 0% Details
Natural (Low-end) *** 0% Details
CVD SiC Monomer *** 0% Details
Milled Si Anode Monomer *** 0% Details
SiOx Gen-1 Monomer *** 0% Details
Pre-lithiated SiOₓ Monomer *** 0% Details
Pre-magnesiated SiOₓ Monomer *** 0% Details
Material Name Price (¥) Change Trend Action
Base film (Wet,5μm) *** 0% Details
Base film (Wet,7μm) *** 0% Details
Base film (Wet,9μm) *** 0% Details
Base film (Wet,16μm) *** 0% Details
Base film (Dry,12μm) *** 0% Details
Base film (Dry,16μm) *** 0% Details
Base film (Dry,20μm) *** 0% Details
Coated Separator 7+2μm ceramic *** 0% Details
Coated Separator 7+2+1μm ceramic+PVDF *** 0% Details
Coated Separator 7+2+1+1μm ceramic+PVDF *** 0% Details
Coated Separator 7+2+2+1+1μm+PVDF *** 0% Details
Coated Separator 9+3μm ceramic *** 0% Details
Coated Separator 9+3+1μm ceramic+PVDF *** 0% Details
Coated Separator 9+3+1+1μm ceramic+PVDF *** 0% Details
Coated Separator 9+3+3+1+1μm ceramic+PVDF *** 0% Details
Coated Separator 12+4μm ceramic *** 0% Details
Material Name Price (¥) Change Trend Action
Electrolyte LFP,ESS *** + 4.1% Details
Electrolyte NCM,EV *** + 3.72% Details
Electrolyte LFP,EV *** + 5.3% Details
Electrolyte NMC,Cylinder,2600mAh *** + 4.12% Details
Electrolyte NMC,Cylinder,2200mAh *** + 4.09% Details
Electrolyte LMO *** + 5.58% Details
Electrolyte 4.35V HV *** + 3.26% Details
Electrolyte 4.4V HV *** + 3.05% Details
Electrolyte > 4.4V HV *** + 2.91% Details
LiPF6 *** -10.26% Details
LiPF6 Contract price *** -11.11% Details
LiPF6 Export *** -8% Details
LiFSI(Liquid) *** + 1.93% Details
LiFSI(Solid) *** + 6.92% Details
PCl5 *** 0% Details
LiF *** 0% Details
VC Contract price *** -2.77% Details
FEC Contract price *** -0.51% Details
PS *** -14.71% Details
DMC *** -12.12% Details
EC *** -2.7% Details
EMC *** -7.23% Details
DEC *** + 1.15% Details
Material Name Price (¥) Change Trend Action
Electrolytic Copper 1# *** 0% Details
Cu Foil Processing 4.5um *** 0% Details
Cu Foil Processing 6um *** + 1.49% Details
Cu Foil Processing 8um *** 0% Details
Electrolytic Al *** -2.06% Details
Al Foil Processing 10μ *** 0% Details
Al Foil Processing 12μ *** 0% Details
Al Foil Processing 13μ *** 0% Details
Al Foil Processing 15μ *** 0% Details
Alu-laminate film (152μm, EV) China *** 0% Details
Alu-laminate film (113μm, Digital) China *** 0% Details
Alu-laminate film (152μm, EV) Ex-China *** 0% Details
Alu-laminate film (113μm, Digital) Ex-China *** 0% Details
Material Name Price (¥) Change Trend Action
Black Mass:NMC532 Battery China *** -13.04% Details
Black Mass:LFP Battery China *** -39.19% Details
Black Mass:LCO Battery China *** -6.67% Details
Black Mass:NMC532 Cathode China *** -12.99% Details
Black Mass:LFP Cathode China *** -40.77% Details
Black Mass:LCO Cathode: China *** -10.78% Details
Black Mass:Graphite China *** 0% Details
Processing:LFP Battery China *** 0% Details
Processing:LFP Cathode China *** 0% Details
Electrode: LFP China *** -38.94% Details
Electrode: NMC532 China *** -13.13% Details
Electrode: LCO China *** -6.66% Details
Electrode: Anode China *** 0% Details
Electrode: Processing China *** 0% Details
Used NMC532 Pack (Pris.) 100-200Ah *** 0% Details
Used NMC532 Pack (Pris.) 20-100Ah *** 0% Details
Used LFP Pack (Pris.) 100-200Ah *** 0% Details
Used LFP Pack (Pris.) 20-100Ah *** 0% Details
Grade B Prismatic NMC532 Cell 20-100Ah *** 0% Details
Grade B Prismatic NMC532 Cell 100-200Ah *** 0% Details
Grade B Prismatic LFP Cell 20-100Ah *** 0% Details
Grade B Prismatic LFP Cell 100-200Ah *** 0% Details
Material Name Price (¥) Change Trend Action
Prismatic Cell (6000cycles) Utility-scale *** -5.41% Details
Prismatic Cell (6000-8000cycles) Utility-scale *** -5% Details
Prismatic Cell (8000cycles) Utility-scale *** -4.55% Details
Prismatic Cell Base station *** -5.41% Details
Prismatic/Pouch Cell Residential *** -6.67% Details
Prismatic/Cylinderical Cell Portable *** -6.67% Details
Prismatic Cell UPS(Data center） *** -3.64% Details
PCS Centralized *** 0% Details
PCS String (C&I/Utility-scale) *** 0% Details
PCS String (Residential) *** 0% Details
Cabinet C&I *** 0% Details
ESS (DC;Utility-scale) 0.25C, 0.5C *** + 11.11% Details
ESS: Utility-scale 0.25C *** + 8.51% Details
ESS: Utility-scale 0.5C *** 0% Details
ESS: Utility-scale/FR 1C *** 0% Details
ESS: C&I *** 0% Details
ESS: Residential *** 0% Details
Material Name Price (¥) Change Trend Action
NMC Prismatic Cell EV *** 0% Details
NMC Prismatic Cell EV （High-Ni) *** 0% Details
LFP Prismatic Cell EV *** 0% Details
NMC Pack (Prismatic Cell) EV *** 0% Details
NMC Pack (Prismatic Cell) EV （High-Ni) *** 0% Details
LFP Pack (Prismatic Cell) EV *** 0% Details
LFP Battery (48V24A) E-bike *** 0% Details
Mn-Composite Battery (48V24A) E-bike *** 0% Details
NMC Battery (48V24A) E-bike *** 0% Details
Battery Pack (48V10A) E-bike *** 0% Details
LFP Cell (3C) LEV,Mid-range *** 0% Details
NMC Cell (3C) LEV,High-end *** 0% Details
Material Name Price (¥) Change Trend Action
Cathode:NNFM 111（O3，P2） China *** + 2.11% Details
Cathode:NFPP CD≥1.9g/cm³ *** 0% Details
Cathode:NFS CD≥1.8g/cm³） *** 0% Details
Cathode:Na2CO3 (Battery grade, ≥99.5%) China *** 0% Details
Cathode:Na2CO3 (Industrial grade, ≥99.2%) China *** -4.08% Details
Cathode:PBAs China *** -3.33% Details
Anode:Hard carbon ≥350mAh/g *** 0% Details
Anode:Hard carbon 330-340mAh/g *** 0% Details
Anode:Hard carbon 280-320mAh/g *** 0% Details
NaPF6 *** 0% Details
Electrolyte Layered oxides *** 0% Details
Electrolyte Polyanionic *** 0% Details
Cell:18650 Cylindrical (LO) *** + 5.08% Details
Cell:26700 Cylindrical (LO) *** + 3.39% Details
Cell:32140 Cylindrical (LO) *** + 1.67% Details
Cell:46145 Cylindrical (LO) *** 0% Details
Cell:High-rate (LO) *** -3.62% Details
Cell:Prismatic (LO) 50ah *** + 4.92% Details
Cell:Prismatic (LO) 75ah *** + 5% Details
Cell:Prismatic (LO) 100ah *** + 1.64% Details
Cell:Prismatic (LO) 200ah *** 0% Details
Cell:Prismatic (NFPP) 55ah *** + 5% Details
Cell:Prismatic (NFPP) 160ah *** 0% Details
Cell:Pouch (NFPP) 10ah-28ah *** + 1.92% Details
Cell:Pouch (NFS) 25ah *** 0% Details
Material Name Price (¥) Change Trend Action
Battery Tab (1.5mm cylinderical) China *** 0% Details
Battery Tab (Prismatic) China *** 0% Details
PVDF (NMC) China *** 0% Details
PVDF (Separator) China *** 0% Details
PVDF (LFP) China *** 0% Details
Conductive Carbon Black China *** 0% Details
Acetylene Black China *** 0% Details
CNTs （SW） Global *** 0% Details
CNT Slurry (SC: 4%-6%) China *** 0% Details
CNTs (for LFP;MW) China *** 0% Details
CNTs (for NMC/LCO;MW) China *** 0% Details
SBR Zeon *** 0% Details
SBR JSR *** 0% Details
SBR BASF *** 0% Details
SBR A&L *** 0% Details
NMP *** 0% Details
BDO *** 0% Details
Change:This changerepresentsthe price difference compared to the previous month's average.

Monthly Production & Market Volume

Aggregate macro statistics for key sectors across the battery supply chain.

Sector Key Metric Volume / Output MoM Change YoY Change
xEVs Production（Global) *** +0.09% 0%
China Production *** +0.07% 0%
China Sales *** +0.04% 0%
Passenger Vehicles *** +0.03% 0%
Commercial Vehicles *** +0.12% 0%
EV Batteries Installed Capacity *** +0.11% +0.25%
NMC *** +0.02% +0.09%
LFP *** +0.14% +0.29%
ESS Batteries Shipments *** +0.13% +0.89%
3C Digital (Mobile Phones) Shipments *** +0.26% -0.07%
Power Tools Production *** -0.13% 0%
Cathode Materials NMC *** -0.05% +0.34%
LFP *** +0.04% +0.64%
LCO *** +0.01% -0.16%
LMO *** +0.07% -0.04%
Anode Production *** 0% +0.49%
Electrolytes Production *** +0.06% +0.55%
Separators Production *** +0.04% +0.58%
NMC Precursors Production *** -0.08% +0.19%
Copper Foils Battery-grade Production *** -0.01% +0.45%
Aluminum Foils Battery-grade Production *** +0.05% +0.78%

Analyst Perspectives

Exclusive insights and strategic foresights from our lead researchers.

"
 Within the same industry, over the same period and with the same pool of customers and identical technical principles, management teams at some enterprises are mapping out capacity layouts for...

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"
A new round of the "talent war" in the Lithium Iron Phosphate (LFP) industry has exceptionally ignited on two fronts this year: iron oxide process talent and rotary kiln technicians. From recruitment platforms like Liepin and Zhaopin to BOSS Zhipin, relat

Luo Xinjie

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"
A decisive signal has recently emerged across China's energy sector: regulatory permitting for new electric vehicle (EV) and energy storage lithium-ion battery manufacturing capacity has been effectively suspended. This top-down supply-side correction is

Jessie Guan

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Latest Market Dynamics

Real-time updates and strategic news across different industrial sectors.

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Raw Materials

Zhongke Haina signs 10 GWh sodium-ion cell project in Wuhan

Raw Materials

Samsung SDI to mass-produce cylindrical LFP cells for AI server backup units

Raw Materials

BMW starts Gen 6 battery production in Shenyang as Neue Klasse i3 covers 1,213 km

Key Materials-Anode

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Other Battery Materials

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Battery

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Solid-state & Next-Gen Tech

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Weekly Market Review

In-depth analytical synthesis from our senior researchers.

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Lithium Review
Market Report • Published Oct 30, 2026

ICCSINO Weekly Observation (Oct.24-30)

Industry Hot News Domestic power battery installed capacity reached 557.5 GWh from January to September 2026 According to ICC Xinluo Information, the cumulative installed capacity of domestic power batteries stood...

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Lithium Review
Market Report • Published Oct 16, 2026

ICCSINO Weekly Observation (Oct.10-16)

Industry Headlines Two Ministries: VAT Export Rebate Rate for EVs to Be Cut from 13% to 9% On October 12, the Ministry of Finance (MOF) and the State Taxation Administration...

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