Lithium battery companies' performance forecasts for the first half of 2026 were centrally disclosed, and the upward cycle logic of the industry was further confirmed. According to the data, as of the close of trading on July 15, 35 listed companies in the lithium battery industry chain had issued performance forecasts for the first half of the year. Except for 3 companies, which declined year-on-year, the rest were pre-increases, reversals, or loss reductions. The “report cards” of various companies show that from upstream lithium ore and lithium salt, to midstream lithium battery materials, to downstream power batteries and energy storage tracks, the prosperity of all parts of the industrial chain is picking up at the same time. Upstream lithium salt achieved a sharp rise in volume and price, and the performance of related companies increased significantly; profits of midstream diaphragms, electrolytes and downstream battery manufacturers recovered simultaneously.

Lithium battery companies' performance forecasts for the first half of 2026 were centrally disclosed, and the upward cycle logic of the industry was further confirmed. According to the data, as of the close of trading on July 15, 35 listed companies in the lithium battery industry chain had issued performance forecasts for the first half of the year. Except for 3 companies, which declined year-on-year, the rest were pre-increases, reversals, or loss reductions. The “report cards” of various companies show that from upstream lithium ore and lithium salt, to midstream lithium battery materials, to downstream power batteries and energy storage tracks, the prosperity of all parts of the industrial chain is picking up at the same time. Upstream lithium salt achieved a sharp rise in volume and price, and the performance of related companies increased significantly; profits of midstream diaphragms, electrolytes and downstream battery manufacturers recovered simultaneously.