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  • STATIK USB-C Rechargeable AA Lithium Batteries Teardown, Simulating 1.5V Alkaline Discharge Curve

    STATIK has launched a set of rechargeable AA lithium batteries featuring an integrated USB-C charging port. The kit includes four cells, a one-to-four USB-A to USB-C charging cable, and a storage case. The nominal energy per cell is 2800mWh, with a rated cycle life of up to 1200 times. By integrating a USB-C interface on the side of the battery casing, it eliminates the need for the dedicated charging base required by traditional NiMH rechargeable batteries. Users can charge all four cells simul

    November 3, 2026

    STATIK USB-C Rechargeable AA Lithium Batteries Teardown, Simulating 1.5V Alkaline Discharge Curve
  • Electrode Misalignment and Supply Chain Costs Behind Volkswagen’s Global EV Recall

    Volkswagen recalls 72,700 electric vehicles: The supply chain bill behind SK On cell defects In October 2026, a Volkswagen ID.4 owner residing in Munich received an SMS from his dealer: The vehicle had been remotely upgraded, the charging limit was locked at 80%, and he was advised to park outdoors whenever possible. He was told this was a preventive safety measure because the power battery cells contained manufacturing defects that could potentially cause fire in extreme cases. This is not an i

    November 2, 2026

    Electrode Misalignment and Supply Chain Costs Behind Volkswagen’s Global EV Recall
  • Tianqi Lithium Q3 2026 Earnings: Surge in Profit, While Lithium Price Downside Risks Loom

    On the evening of October 25, Tianqi Lithium disclosed its Q3 2026 report. In the first three quarters, the company achieved operating revenue of CNY 18.279 billion, a year-on-year increase of 147.11%; net profit attributable to shareholders was CNY 5.602 billion, up 3013.86% YoY; net profit attributable to shareholders after deducting non-recurring items was CNY 5.533 billion, up 7663.29% YoY. Breaking down the growth rate, two factors support it: gross margin expansion driven by simultaneous i

    November 2, 2026

    Tianqi Lithium Q3 2026 Earnings: Surge in Profit, While Lithium Price Downside Risks Loom
  • From Battery Supply to Equity Tie-up: Gotion High-Tech Invests in Long-Time Customer Geely Remote

    First time a battery manufacturer takes a reverse stake in a commercial vehicle OEM After supplying batteries to Geely Remote for seven years, Gotion High-Tech has acquired another identity: shareholder. Recently, Remote Commercial Vehicle Technology Co., Ltd. underwent industrial and commercial registration changes, adding shareholders including Hefei Gotion High-Tech Power Energy Co., Ltd., a wholly-owned subsidiary of Gotion High-Tech, and CITIC Securities Investment Co., Ltd. The registered

    October 30, 2026

    From Battery Supply to Equity Tie-up: Gotion High-Tech Invests in Long-Time Customer Geely Remote
  • Hunan Yuneng’s Q3 Results: LFP Shipments Near Last Year’s Full-Year Level, Margin Drops Sequentially

    Summary Shipments are already approaching last year's full-year volume. Hunan Yuneng, which sold 1.1371 million tons of cathode materials throughout last year, achieved 98% of that sales volume in just nine months this year. On October 29, Hunan Yuneng, a leading phosphate iron lithium (LFP) manufacturer, disclosed its Q3 2026 financial report. In the first three quarters, it achieved cathode material sales of 1.1157 million tons, up 42.14% year-on-year; Operating revenue reached CNY 57.508 bill

    October 30, 2026

    Hunan Yuneng’s Q3 Results: LFP Shipments Near Last Year’s Full-Year Level, Margin Drops Sequentially
  • Li Auto Unveils Lianshan Battery System, Redefining OEM-Battery Maker Supply Chain Division

    Author | EV Editor | Dexin Observations from Li Auto Power Day On the new-generation L8 launched in June this year, Li Auto announced the removal of CATL battery options, adopting only its self-developed batteries. Subsequently, the Li Auto L6 and i8 also switched to self-developed batteries. It can be said that starting with this move, Li Auto single-handedly sparked a trend of "de-CATL" across the industry. On the surface, it appears that Li Auto's battery supply chain is shifting from heavy r

    October 30, 2026

    Li Auto Unveils Lianshan Battery System, Redefining OEM-Battery Maker Supply Chain Division
  • Multi-Vertical SiC Growth: Founder Micro’s Strategy for EV Charging, Energy Storage and AIDC

    Silicon carbide (SiC) is embracing a "multi-vertical bloom" of development opportunities. From automotive and charging piles to photovoltaic (PV)/energy storage systems (ESS) and AI data centers (AIDC), the growth space is continuously expanding, offering domestic SiC companies new windows for development. Founder Microelectronics has achieved phased progress in these multiple fields. As a sample case of a SiC company diversifying applications from the automotive sector, what has Founder Micro d

    October 30, 2026

    Multi-Vertical SiC Growth: Founder Micro’s Strategy for EV Charging, Energy Storage and AIDC
  • Compute-Electricity Synergy: Green Power Becomes Entry Threshold for Beijing’s New Data Center Projects

    On October 28, Beijing issued the notice on the "Planning for a New Energy System During the '15th Five-Year' Period." The plan explicitly states that it will coordinate energy resources with computing power layout to improve the quality of energy supply for computing facilities. New data centersmust use 100% green electricity. It promotes energy-saving and carbon-reduction retrofits for infrastructure such as computing facilities, communication base stations, and equipment rooms. Existing data

    October 29, 2026

    Compute-Electricity Synergy: Green Power Becomes Entry Threshold for Beijing’s New Data Center Projects
  • Inland Waterway Electrification: Ship-Battery Separation, Battery Swap Model & Three Major Barriers

    Has the tipping point for inland waterway electrification arrived? Automotive-grade batteries still face three hurdles before boarding ships On October 12, the Ministry of Transport, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the Action Plan for the Promotion and Application of New Energy Vessels on Inland Waterways (2026–2030). The document sets out a series of hard targets: by 2028, the number of new energy vessels on inland water

    October 28, 2026

    Inland Waterway Electrification: Ship-Battery Separation, Battery Swap Model & Three Major Barriers
  • Cornex New Energy Signs 3GWh Strategic Orders With Light Power Partners

    Cornex New Energy's annual cylindrical cell production capacity has exceeded 30GWh, with cumulative shipments surpassing 50 million cells. Cornex New Energy, which has rapidly risen in the energy storage market, recently focused its attention on the light power market during a series of concentrated signings. During the China Jiangsu International Electric Vehicle Exhibition held from October 22 to 23, Cornex signed strategic cooperation agreements with three companies, totaling a 3GWh order for

    October 28, 2026

    Cornex New Energy Signs 3GWh Strategic Orders With Light Power Partners
  • CATL Takes EPC Role for 1.4GWh German Albatross Energy Storage Project, EUR260M Financing Closed

    264 battery containers, 1.4GWh, constructed and maintained by Contemporary Amperex Technology Co., Limited (CATL) (300750). The German Albatross energy storage project has completed financing of EUR 260 million (approximately CNY 1.936 billion). CATL: Secures 1.4GWh Energy Storage EPC Agreement It is understood that this is GIGA Storage's first utility-scale energy storage station in Germany. GIGA Storage currently has a total of 1.4 GW/5.6GWh in energy storage projects under construction. The p

    October 28, 2026

  • GaN Opens New Incremental Market: Communication Base Station PV Energy Systems

    In the mountainous border regions of Hekou, Honghe Prefecture, Yunnan Province, characterized by steep valleys and frequent natural disasters, the lack of grid power and fiber optic networks has long been a major challenge for communication network construction. Recently, China Mobile Yunnan Company solved this problem by adopting new technologies such as low-voltage gallium nitride (GaN), pioneering a new path for building pure green energy stations in frontier areas. This move brings GaN power

    October 28, 2026

    GaN Opens New Incremental Market: Communication Base Station PV Energy Systems
  • When Will Lithium Sulfide Achieve Economies of Scale? Capacity Buildout Outruns All-Solid-State Battery Demand

    When exactly will the economies of scale for lithium sulfide be realized? A 100-ton pilot line for lithium sulfide has been built, yet companies are still considering whether to put it into production. In July this year, Yu Jinqiu, General Manager of Anshi Guli, a subsidiary of Shanghai Emperor of Cleaning Hi-Tech (ECG), revealed that the company's newly built 100-ton pilot line was expected to be ready for production that month. However, he remained cautious about whether to officially commence

    October 26, 2026

    When Will Lithium Sulfide Achieve Economies of Scale? Capacity Buildout Outruns All-Solid-State Battery Demand
  • CATL Releases Q3 Report: Widening Revenue-Profit Growth Gap Triggers Sharp Stock Drop

    On the evening of October 20, Ningde Shidai (300750) released its third-quarter report, showing a revenue of CNY 442.1 billion and a net profit attributable to the parent company of CNY 64.5 billion (click here). The numbers themselves are not bad, but the feedback from the capital market has been intense. At the opening of the next trading day, the A-shares of Ningde Shidai opened low and continued to decline, closing with a drop of 12.03% at CNY 227.90, with a turnover of CNY 32.439 billion. C

    October 25, 2026

    CATL Releases Q3 Report: Widening Revenue-Profit Growth Gap Triggers Sharp Stock Drop
  • GCL Technology Acquires XieXin Lithium Battery to Scale High-Compaction LFP Cathode Capacity

    XieXin Lithium Battery will be included in the consolidated financial statements of the listed company GCL Technology. GCL Technology, a giant in photovoltaic polysilicon, is accelerating the integration of its group's lithium iron phosphate (LFP) assets into the listed company to drive the layout of million-ton-level cathode material capacity. On October 19, GCL Technology announced its plan to acquire approximately 81.91% equity in Sichuan XieXin Lithium Battery Technology Co., Ltd. (XieXin Li

    October 25, 2026

    GCL Technology Acquires XieXin Lithium Battery to Scale High-Compaction LFP Cathode Capacity
  • Triple Dividends Drive Han's Laser: Surging Orders, Overseas Deployment and Solid-State Battery Equipment Readiness

    Expansion by Top Clients + Overseas Localization Support + Forward-looking Layout in Solid-state Batteries: The Equipment Supplier Ranking Battle Amid the Resonance of Triple Dividends On October 16, Han's Laser released its performance forecast for the first three quarters of 2026. The net profit attributable to shareholders of the listed company is expected to reach CNY 2.12 billion to CNY 2.22 billion, a year-on-year increase of 145.55% to 157.13%; the net profit after deducting non-recurring

    October 22, 2026

    Triple Dividends Drive Han's Laser: Surging Orders, Overseas Deployment and Solid-State Battery Equipment Readiness
  • Hunan Yuneng Invests $276M for 200kt High-End Nano LFP Capacity Amid Tight Premium Supply

    On the evening of October 19, Hunan Yuneng (301358.SZ) released an announcement that drew market attention back to the lithium iron phosphate (LFP) track: the company's board of directors reviewed and approved a proposal to invest no more than CNY 2 billion in the construction of the Phase VI LFP project. The funding will be self-raised by the enterprise, with a construction period of 12 months, located at the headquarters park in Heling Town, Yuhu District, Xiangtan City. This marks Hunan Yunen

    October 22, 2026

    Hunan Yuneng Invests $276M for 200kt High-End Nano LFP Capacity Amid Tight Premium Supply
  • Lithium Futures Price Crash: Spot Destocking vs Futures Pricing 2027 Lithium Surplus

    Inventory Digestion Continues, So Why Has the Lithium Price Halved First? On October 19, the main lithium carbonate contract on the Guangzhou Futures Exchange hit an intraday low of CNY 94,860 per ton, reaching a new year-to-date low, and closed at CNY 99,382 per ton, up 1.49% from the previous trading day. On October 20, it closed at CNY 99,755 per ton. Although it rebounded slightly, it still failed to break through the CNY 100,000 mark. Counting from the high of CNY 209,800 per ton in mid-May

    October 22, 2026

    Lithium Futures Price Crash: Spot Destocking vs Futures Pricing 2027 Lithium Surplus
  • CATL’s Energy Storage Orders Hit 96.96GWh in 2026, Sodium-Ion Accounts for 72%

    According to the latest news from Hangjiashuo Energy Storage, on the evening of October 20, 2026, CATL (300750.SZ) disclosed its "Q3 2026 Report". Key data are as follows: In Q3 2026, CATL achieved an operating revenue of CNY 165.221 billion, a year-on-year increase of 58.58%; net profit attributable to shareholders of the parent company reached CNY 21.246 billion (CNY 18.549 billion in the same period last year), a year-on-year increase of 14.54%; net profit after deducting non-recurring gains

    October 22, 2026

    CATL’s Energy Storage Orders Hit 96.96GWh in 2026, Sodium-Ion Accounts for 72%
  • China Mandatory GB 36672-2026: New Safety Standard for E-Motorcycle Lithium Batteries Takes Effect 2027

    The original recommended standard has been upgraded to a mandatory standard. The electric motorcycle lithium battery market is facing a new mandatory safety threshold. On October 16, the State Administration for Market Regulation announced the approval and release of the "Safety Requirements for Lithium-ion Batteries Used in Electric Motorcycles and Electric Mopeds" (GB 36672-2026), which will be implemented on July 1, 2027. The new national standard upgrades the original recommended standard to

    October 22, 2026

    China Mandatory GB 36672-2026: New Safety Standard for E-Motorcycle Lithium Batteries Takes Effect 2027

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