A Glance of China Lithium-ion Battery Materials Market 20260120

Source: Mysteel Jan 20, 2026 10:02

The most-traded GFEX LC contract showed an inverted V-shaped trend last week, with the rebound fueled by the phase-out of value added tax (VAT) export tax rebate for batteries. However, the prices gradually pulled back in the second half and even hit limit down on Friday January 16 due to cooling sentiment as the fundamentals were largely unchanged, as well as enhanced regulatory efforts, prompting longs to exit the market after paying off. Nevertheless, the spot transactions of lithium carbonate turned active during the price pullback period, indicating robust downstream demand. In addition, influenced by the export tax rebate adjustment, the ternary battery sector has shown a rush to export.

A Glance of China Lithium-ion Battery Materials Market 20260120

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