[9.8 Lithium Battery Update] Changan Auto's Zhu Huarong States the Optimal Window for Chinese Automakers to Go Global May Last Only Two to Three Years

[TONZE: Solid-State Battery Concept Gains Significant Market Attention; Subsidiary Has Obtained Patent Authorization for Lithium Sulphide Material and Its Preparation Method and Application]TONZE (002759.SZ) issued an announcement on abnormal stock trading fluctuations, stating that the company has noted the recent high market attention on the solid-state battery concept. As of now, the company's controlling subsidiary, Jiangsu Tarry Litian Materials Technology Co., Ltd., has obtained patent authorization for "A Lithium Sulphide Material and Its Preparation Method and Application". Lithium sulphide is a raw material for producing sulphide solid-state battery electrolytes. Currently, the company is advancing the industrialisation of this patent, with related R&D and testing work proceeding in an orderly manner. Influenced by factors such as the macro economy, industry policies, and changes in the market environment, this project also faces risks that its industrialisation and commercialisation may fall short of expectations. (Cailian Press)

[Hangke Technology: Company's Capacity Is Closely Related to Downstream Customers' Expansion Plans; If Future Market Demand Growth Slows Down, It May Bring Uncertainty Risks to the Stability of Operating Performance]Hangke Technology (688006.SH) issued an announcement on abnormal stock trading fluctuations, stating that the company focuses on the new energy equipment manufacturing field, primarily engaged in the R&D, design, production, sales, and technical services of lithium-ion battery post-processing systems. Its products are widely used in lithium-ion battery production lines for energy storage systems, NEVs, and digital products. The company's capacity is closely related to downstream customers' expansion plans. If future domestic and overseas downstream market demand growth slows down or falls short of expectations, it may lead to delays in customer capacity expansion or reduced investment, thereby bringing uncertainty risks to the stability of the company's future operating performance. (Science and Technology Innovation Board Daily)

[CosMX Battery: Company's Semi-Solid-State Battery Has Begun Mass Production and Shipment]CosMX Battery (688772.SH) issued an announcement on investor relationship activity records, stating that currently, the company's semi-solid-state battery has begun mass production and shipment, and has successively gained recognition from more customers. Meanwhile, the company is actively collaborating with customers on the R&D of all-solid-state batteries to promote their future mass production and commercial application. In the field of humanoid robots, the company actively participates in technical collaborations for multiple projects and solutions, and has successively provided samples to several leading producers. Some producers have deep collaborations with the company in automotive low-voltage lithium batteries. Pouch batteries, with advantages in energy density, discharge rate, and safety, have gained recognition from multiple producers and are one of the important technical routes for lithium batteries used in robots. (Cailian Press)

[CATL Launches NP3.0 Technology Platform With the Highest Safety Level in the Battery Field for the First Time]On September 7, CATL launched the NP3.0 (No Propagation 3.0) technology platform with the highest safety level in the battery field for the first time in Munich, Germany, and officially released the first LFP power battery product equipped with this technology—Shenxing Pro. CATL stated that this technology can achieve no open flames or smoke during thermal runaway, avoiding secondary accidents caused by obstructed vision. (Cailian Press)

[South Korea Says It Has Negotiated with US to Release About 300 Detained Koreans]According to CCTV International, the South Korean Presidential Office reported on September 7 that it has completed negotiations with the US side regarding the release of South Korean staff detained at the Hyundai Motor-LG Energy Solution joint battery plant in Georgia. After the relevant administrative procedures are completed, the South Korean government will charter a flight to the US. The enforcement video released by US Immigration and Customs Enforcement (ICE) on September 6 showed that on September 4 local time, ICE and other law enforcement agencies conducted a large-scale raid on the Hyundai Motor-LG Energy Solution joint battery plant in Georgia as part of an operation against illegal immigration. The total number of arrests reached 475, with about 300 being South Koreans. (Cailian Press)

[Changan Automobile's Zhu Huarong: The Best Window for Chinese Automakers to Go Global May Only Last Two to Three Years]At the 2025 World Intelligent Industry Expo, Zhu Huarong, Party Secretary and Chairman of China Changan Automobile Group Co., Ltd., stated in his speech that the automotive industry is accelerating its embrace of AI, and the era of digital-intelligent new cars has arrived. Future cars will be evolvable intelligent car robots. It is estimated that by 2030, L2-level assisted driving will become standard for domestic passenger cars, and the coverage rate of L3-level and above assisted driving will exceed 10%. He also mentioned that China's NEV production and sales are expected to reach 16 million units this year, with a penetration rate exceeding 50%. By 2030, 80% of the Chinese market will be NEVs, and the global NEV penetration rate will reach 40% by 2030. In the future, automaker groups with dual powertrain layouts (internal combustion engine vehicles and NEVs) globally will have significant advantages. Additionally, Zhu Huarong believes that the best window for Chinese automotive brands to expand overseas may only last two to three years. He suggested strengthening industry self-discipline, operating in compliance with laws and regulations, using technological innovations like AI to reduce costs and improve product quality and service experience, and fostering a favorable industrial ecosystem. (Sci-Tech Innovation Board Daily)