CATL, EVE, and Gotion all quoted LFP cell spot prices below $58/kWh on Chinese B2B exchanges this week. Twelve months ago the floor was $89.
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EXECUTIVE SUMMARY China's energy security strategy has shifted from reactive stockpiling to coordinated structural transformation, triggered by the Strait of Hormuz crisis and accelerating U.S. sanctions pressure.
Aima Technology's Q1 net profit fell 67.57% on an 18.45% revenue decline — a ratio of margin destruction to revenue loss that signals something more serious than a demand slowdown affecting China's electric two-wheeler sector.
Washington has placed Hengli Refining and Chemical Co., Ltd. (Dalian), the core wholly-owned subsidiary of A-share listed Hengli Petrochemical (600346.SH), on the U.S.
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