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300769

300769
40.881.64%( -0.68 )

LongbridgeAI

The Rise of Lithium Supplement Agents: Cathode Material Companies Seize Opportunities

Zhitong
Jul 10, 2025 at 10:35 PM

The capacity degradation issue of lithium batteries has long been a major challenge for the industry. Lithium replenishment agents can provide active lithium for batteries, enhancing their cycle life, and are gradually becoming a rapidly emerging new product in the lithium battery industry. Recently, reporters learned from listed companies such as Dynanonic and Anda Technology, which are among the first to layout lithium replenishment agents, that these agents are applicable in both liquid electrolyte and solid electrolyte lithium batteries, and the future addition amount in solid-state batteries is expected to exceed that of the currently mainstream liquid electrolyte lithium batteries. Furthermore, the price of lithium replenishment agents, ranging from 200,000 to 300,000 yuan per ton, is significantly higher than the approximately 30,000 yuan for lithium iron phosphate materials, making it economically valuable for material companies and likely to enhance competitiveness

Source: Zhitong The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Dynanonic

Dynanonic

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