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  Solid-State Battery Price Transmission and Commercialization Resonance

  This week solid-state battery material prices showed structural divergence: sulphide-route LPSC and lithium sulphide prices declined, while oxides remained stable. On the industrial side, the Taiblue–Yadea two-wheeler semi-solid-state battery achieved commercial rollout; BTR’s solid electrolyte orders surged; and WELION New Energy’s 2 billion yuan project was sited in Huadu, Guangzhou. Upstream price cuts resonated with downstream deployment, accelerating the commercialisation process.

• [SMM Analysis] Ternary Cathode Payables May See Modest Increase in Q2

  Although domestic NEV sales have fallen short of expectations, seasonal recovery combined with overseas export rush demand has driven a notable rebound in domestic EV market orders during March.

• [SMM Nickel Midday Commentary] On March 26, influenced by expectations surrounding the policy of “Indonesia's proposed levy of a nickel export tax,” nickel prices rose significantly

• Precious Metals Market Update 3/24/2026: All Four Metals Rally | Iran Diplomacy Lifts Sentiment

  Precious metals staged their first coordinated rally in nearly two weeks on Tuesday as the prospect of a diplomatic resolution to the U.S.-Iran conflict continued to lift market sentiment and weaken the dollar.

• Platinum Prices Fluctuated Downward Intraday, and Spot Market Transactions Continued to Weaken [SMM Daily Review]