According to the preliminary survey based on Mysteel's new samples, China's ternary precursor production reached 99,900 tonnes in May 2026, up 1.42% month-on-month and 54.88% year-on-year.
In May 2026, domestic ternary precursor production achieved a modest increase, showing a mild recovery overall. The main reason was the increased demand from CATL, which further boosted the share of 6-series products. However, demand from some small-scale producers remained weak, leading to a slight decline in their production. Overall, ternary precursor production gradually increased.
China's ternary precursor production for June 2026 is estimated at 101,300 tonnes, up 1.4% month-on-month and 56.33% year-on-year.
Edited by Cassie Li, lixiangying@mysteel.com
