CICC: The new cycle in the lithium‑ion battery industry is primarily driven by energy storage, and by 2027 the market may face widespread oversupply.

The firm believes that the overly pessimistic outlook for 2027 will be revised as: (1) lithium carbonate prices stabilize between July and November; and (2) with energy‑storage tenders, 2027 order books, and forward‑looking demand guidance gradually confirmed. Consequently, the sector is poised for a recovery.

Zhitong FinanceJul 26 23:16 ET

Dingsheng New Materials: Announcement on Anticipated Earnings Growth for the First Half of 2026 by Jiangsu Dingsheng New Energy Materials Co., Ltd.

SZSIJul 14 12:00 ET · Announcements

Northeast Securities: 2026 will be a critical validation year for sodium-ion battery commercialization, with cost parity expected by end-2026 to 2027.

The bank estimates that the full cell cost of sodium-ion batteries ranges from RMB 0.33 to 0.42 per Wh, still higher than that of lithium iron phosphate batteries, which is RMB 0.33 to 0.34 per Wh.

Zhitong FinanceJun 29 22:18 ET

China Merchants Securities: Sodium-ion batteries enter their first year of large-scale commercialization, with greater potential in energy storage applications.

The bank expects that the manufacturing cost of sodium-ion batteries could fall below that of LFP batteries by 2026.

Zhitong FinanceMay 26 23:05 ET

Pacific Securities: Computing‑power coordination represents the broadest connectivity for AI development, with robots and robotic dogs poised to become new markets with exceptionally high growth ceilings.

Currently, the cost gap between sodium-ion battery cells and lithium iron phosphate batteries has narrowed, giving sodium-ion technology a distinct advantage in applications—such as the power generation side—where long cycle life is critical.

Zhitong FinanceMay 25 23:44 ET

Dingsheng New Materials Names CFO

MT NewswiresMay 21 04:01 ET