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The copper foil industry is receiving a signal of price increase.
In July 2025, the "dual phenomenon" of slowing domestic growth and strong export expansion in China's new energy vehicle market is deeply transmitting upwards, reshaping the competitive logic and growth path of the power battery industry.
In July, Tesla's sales in the European market continued its downward trend since the beginning of this year.
Since August, the market trends of five energy metals - nickel, cobalt, copper, aluminum, and lithium - which are key raw materials for lithium batteries have shown significant differentiation. The general impact of macroeconomic signals is weakening, replaced by independent market trends dominated by industrial policies of various countries, regional trade frictions, and supply-demand imbalances in specific varieties.
According to GGII data, the sales of new energy vehicles in China will reach approximately 567.4 units in the first half of 2025, a year-on-year increase of 33%; The installed capacity of power batteries is about 288.1 GWh, a year-on-year increase of 44%.
In the first half of 2025, lithium iron phosphate power batteries will account for 55.1% of the global installed market, and their mainstream position in the global new energy industry has been fully established.
Battery Trading Network recently learned that Ampace has further developed its full pole ear cell technology and will soon launch a new full pole ear cell JP50! Xinneng An focuses on innovation in lithium battery technology, and the JP40 battery cells that have been mass-produced have become an ideal choice for many scenarios due to their excellent characteristics
The lithium battery industry chain in July presents a highly contradictory picture. On one hand, the futures price of lithium carbonate once surged to the threshold of 80000 yuan/ton, driving the rebound of ore prices; On the other hand, this wave of price increases abruptly came to an end in the battery sector, ultimately being blocked by weak terminal demand.
As a new generation technology in the field of batteries, solid-state batteries have opened up vast application space with innovative design concepts. It completely bids farewell to the traditional liquid electrolyte and separator of liquid batteries, and uses solid electrolyte as the core component. The most significant feature is that ions are conducted through solid materials, forming a "solid solid interface" between the electrode and electrolyte...
New energy heavy-duty trucks are entering the stage of multidimensional collaboration between technology, scenarios, and ecology as they go global.
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