[Batería de estado sólido: Factorial Energy aseguró sus primeros pedidos comerciales de baterías en el segundo trimestre y completó una combinación empresarial en junio, recaudando más de 100 millones de dólares]

Recently, Mitsubishi Motors Philippines Corporation disclosed that it is planning to construct a new, modern electric vehicle battery assembly facility. The total investment scale for the project reaches 7 billion Philippine pesos, all of which will be incorporated into the Philippines' new Electric Vehicle Incentive Strategy (EVIS) support framework. The chairman of Mitsubishi Motors Philippines clearly stated that this planned project focuses on the localized assembly of batteries for hybrid models, with no plans to include battery research and development at this stage. The primary bottleneck currently hindering project progress is the pending official release of the detailed implementing rules for the EVIS policy. At the technology and industry chain planning level, Mitsubishi aims to position this Philippines battery factory as a benchmark production line in Southeast Asia, with technical standards aligned with its existing production bases in Thailand and Indonesia, and overall competitiveness benchmarked against its domestic factories in Japan. At the same time, the company will progressively advance localization support and has already initiated cooperation discussions with several local Philippine automotive parts companies to build a local supply chain system.

The second public notice for the environmental impact assessment of the Gui'an New Area annual 200,000-ton high-end lithium battery material intelligent manufacturing project in Guizhou has been released. The project has a total investment of 3.5549 billion yuan. Construction is scheduled to commence in 2026, with a construction period of 24 months. The project's first environmental impact assessment notice was issued in April 2026, and this is the second notice. The production target is an annual output of 200,000 tons of lithium battery anode materials.

[Batería de estado sólido: se espera que Tianqi Lithium registre un beneficio neto en el 1S de 2.850-4.250 millones de yuanes; el repunte de los precios de los productos químicos de litio impulsa un fuerte salto de las ganancias] El 14 de julio de 2026, Tianqi Lithium (002466) publicó su previsión de resultados semestrales de 2026. Durante el periodo del informe, la empresa prevé un beneficio neto atribuible de 2.850-4.250 millones de yuanes, un aumento interanual del 3.276,35% al 4.934,91%, impulsado por un incremento significativo del precio medio de venta de los productos de litio y por mayores ingresos de inversión procedentes de SQM. En baterías de estado sólido, el proyecto piloto de sulfuro de litio de 50 t/año ha avanzado sustancialmente hacia la fase de implementación y construcción; al mismo tiempo, la empresa puede producir una lámina ultrafina de litio de 300 mm de ancho mediante un proceso rollo a rollo que, tras un tratamiento superficial, puede suministrarse directamente a productores de baterías de estado sólido como material metálico para el ánodo