According to Mysteel's survey, China's lithium cobalt oxide (LCO) production reached 8,090 tonnes in June 2026, up 3.32% month-on-month but down 24.39% year-on-year. The momentum of demand recovery in the consumer electronics end-market remained insufficient. Although downstream battery cell manufacturers have seen some inventory digestion, a large-scale concentrated restocking has not yet commenced.
Edited by Cassie Li, lixiangying@mysteel.com
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