China's ternary precursor production in December 2025 reached 87,400 tonnes, representing a month-on-month decrease of 3.21% and a year-on-year increase of 29.31%. The declined production in December was due to the seasonal market demand. While CATL continued to exhibit strong demand, other ternary precursor manufacturers experienced sustained weakening in demand, leading to reduced output this month.
The estimated ternary precursor production for January 2026 is 85,900 tonnes, reflecting a decrease of 1.66% MoM and an increase of 89.15 YoY. With both domestic and export demand softening, ternary precursor production is expected to experience a slight decline.
Edited by Cassie Li, lixiangying@mysteel.com
