CPCA’s Cui Dongshu said China’s lithium battery exports reached $40.0 bln in Jan–May 2026, up 45% YoY. May exports were $8.0 bln, up 35% YoY. The EU remained the largest market, accounting for about 42% of exports in 2026, roughly 2 percentage points higher than in 2025.

Daiwa Capital analyst SK Kim said Samsung Electronics and SK Hynix’s announced investment plans are unlikely to materially affect global memory-chip supply-demand over the next 3–5 years because project rollouts will take time. Kim expects much of the planned capex — including roughly 800 trillion won tied to a new fab in southwest Korea — will be spent after 2030. He added both firms may adjust investments flexibly to market conditions while pressing ahead with US fabrication projects already under construction.

派拉蒙发言人：我们相信我们提议的交易不会在英国引发任何媒体多元化问题，并对我们所述的交易时间表保持信心。