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LongbridgeAI

Key facts: CATL Restart May Add 18–40k t LCE; Joins ¥33B 2.4GW Hydro JV

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Jul 21, 2026 at 12:13 AM
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Contemporary Amperex Technology (300750) restart at Jianxiawo may add 18,000–40,000 t of lithium carbonate this year, ~3% of 2026 global market, depending on ramp-up and permits. 1Contemporary Amperex Technology Co., Limited Class H (300750) joins SDIC Power JV to build a ¥33.4B hydropower project in Sichuan — 2.4 GW capacity, ~8.6 billion kWh annual generation. 2

  • Contemporary Amperex Technology (300750) restart at Jianxiawo may add 18,000–40,000 t of lithium carbonate this year, ~3% of 2026 global market, depending on ramp-up and permits. 1
  • Contemporary Amperex Technology Co., Limited Class H (300750) joins SDIC Power JV to build a ¥33.4B hydropower project in Sichuan — 2.4 GW capacity, ~8.6 billion kWh annual generation. 2

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