By the market close on July 15, 35 listed companies within the lithium-electric supply chain had unveiled their performance forecasts for the first half of 2026. Among them, only three firms reported a year-on-year downturn in performance, whereas the majority anticipated growth, a transition from losses to profits, or a reduction in losses. This widespread prosperity is evident across various segments of the lithium-electric supply chain. Upstream, both the volume and prices of lithium salts have surged. Concurrently, the profitability of midstream diaphragm and electrolyte producers, along with downstream battery manufacturers, has shown a synchronized recovery.
