Rising Lithium Prices: LYTH Ensures Reliable Cell Supply

Lithium carbonate prices have recently climbed to ¥72,900/ton, marking a year-on-year increase of over 20%. This surge is driven not only by cyclical factors but also by a combination of supply tightening, regulatory guidance, and robust demand from the electric vehicle (EV) and energy storage sectors. In response to rising raw material costs, LYTH strengthens strategic collaboration with leading domestic and international cell manufacturers, securing cost-efficient, reliable power and energy storage solutions for its customers.

Tightened Supply and Policy Support
Domestic lithium resources are increasingly regulated, with companies like Yichun Lithium and Zangge Mining pausing or limiting output to comply with regulations. The Ministry of Industry and Information Technology’s anti-overcapacity policies further accelerate the exit of outdated production lines, tightening supply. At the same time, EV demand continues to rise domestically, while European and Southeast Asian markets rebound strongly, and energy storage demand grows rapidly. LYTH partners with top cell manufacturers, including CALB and EVE, locking procurement costs and ensuring stable supply even amid price fluctuations.

Technology and Industry Barriers: Securing Quality and Performance
Lithium carbonate constitutes 30%-40% of cell costs, and rising prices accelerate technological upgrades. LYTH’s partners have established strong technological barriers in high-voltage lithium iron phosphate and sodium battery production, achieving mass production of high-energy-density, long-life cells. Through these partnerships, LYTH guarantees customers access to advanced, high-quality cells while maintaining supply stability and price advantages.

Procurement and Delivery Edge: Enabling Market Responsiveness
Rising costs and market consolidation favor the strong while challenging mid-tier players. LYTH leverages long-term strategic cooperation with upstream cell manufacturers to secure large-volume, low-cost procurement and rapid delivery solutions. This ensures customers receive timely, high-quality cell supply for both power battery projects and energy storage systems, helping them maintain a competitive edge.

Seizing Opportunities in a Growing Market
Despite short-term pressures on energy storage cells, domestic tenders exceeded 150 GWh in H1, with overseas demand accelerating. LYTH, leveraging its partners’ technological and production advantages, provides customized solutions for mid-to-high-end power batteries, long-duration storage, and low-temperature applications. A comprehensive product line allows customers to capture maximum value in a dynamic market.

Value-Driven Strategy: Helping Customers Win
The rebound in lithium carbonate prices marks a shift from scale-driven growth to value-focused competition. LYTH capitalizes on strategic partnerships with leading cell manufacturers, securing premium resources, competitive pricing, and fast delivery to help customers implement projects efficiently and navigate market fluctuations—demonstrating LYTH’s principle that “value is king.”