[7.28 Lithium Battery News] GFEX Adjusts Trading Limit for Lithium Carbonate Futures LC2509 Contract

[GFEX Actively Promoting Platinum, Palladium Futures; Lithium Hydroxide Futures Expected to Launch This Year]Chen Ruigang, Director of Commodity Department II at Guangzhou Futures Exchange (GFEX), stated at the PV Industry H1 2025 Review and H2 Outlook Seminar hosted by China Photovoltaic Industry Association (CPIA) on July 25 that GFEX is actively advancing the R&D and launch of platinum, palladium futures and lithium hydroxide futures, which are expected to be listed this year. (The Beijing News)

[Shenzhen Power Bank Industry Responds to Self-Regulation Initiative: Rejects Malicious Competition and Substandard Battery Cell Procurement]According to Caixin, the China Industrial Association of Power Sources held a compliance guidance and healthy development symposium for Shenzhen's power bank industry on July 25, with strong support from Shenzhen Market Supervision Administration and the Municipal Industry and Information Technology Bureau. Companies including Pisen, Huawei, Ugreen, Baseus, Anker Innovations, Torras, Sunwoda, and EVE engaged in in-depth discussions on improving power bank product quality and enhancing quality control systems, reaching key consensus. Liu Tianpeng, Deputy Secretary-General of the association's Power Bank Branch, noted that the government will increase market inspection frequency, particularly targeting low-quality, low-price power bank products, with stricter penalties for non-compliant products and companies. Additionally, the new national standard for power banks is under urgent development, introducing stricter requirements for intrinsic safety indicators, intelligent power management and protection, and key production process controls for battery cells. Non-compliant small enterprises are expected to face significant elimination. As Shenzhen is a major production hub for power banks nationwide, the industry chain should enhance collaborative innovation, actively invest in R&D, and improve product quality to meet the new standard.

[GFEX Adjusts Trading Limits for Lithium Carbonate Futures LC2509 Contract]GFEX announced that, effective from the trading session on July 28, 2025, non-futures company members or clients are limited to a maximum daily open position of 3,000 lots for the lithium carbonate futures LC2509 contract. The daily open position refers to the sum of buy and sell open positions by non-futures company members or clients on a single contract day. Hedging and market-making transactions are exempt from this limit. Accounts with actual control relationships are treated as a single account. The exchange may adjust trading limits based on market conditions.

[Huasheng Lithium Battery: Completes Lab Trial Production of Multiple Materials for Solid-State/Semi-Solid-State Battery Adaptation]Huasheng Lithium Battery (688353. SH) released an investor relations activity record announcement stating that solid-state batteries, with their advantages of high energy density and enhanced safety, hold vast application prospects. The company has consistently focused on the R&D of solid-state battery materials in recent years and has now completed laboratory trials for various materials compatible with solid-state/semi-solid-state batteries, such as lithium bis(trifluoromethanesulfonyl)imide as a semi-solid-state electrolyte additive, high-purity lithium sulfide, new-type silicon carbon anode, and single-walled nanotube conductive agents. (Cailian Press)

[CITIC Securities: With the gradual improvement of autonomous driving-related laws and regulations, the intelligent automotive industry chain is expected to benefit]CITIC Securities noted that Shanghai is actively advancing the implementation of high-level autonomous driving. During the 2025 World Artificial Intelligence Conference, the "Shanghai High-Level Autonomous Driving Leading Zone 'Modu Smart Mobility' Action Plan" was released, outlining the city's development goals in this field. Leading Robotaxi companies like Pony.ai and Baidu have obtained demonstration operation licenses and begun offering paid services to the public. The firm believes that as autonomous driving regulations are progressively refined, all segments of the industry chain will accelerate technological R&D and product launches, benefiting the intelligent automotive sector.

[Exclusive from the STAR Market Daily: Shanghai issues new batch of intelligent connected vehicle demonstration operation licenses on July 26]The STAR Market Daily exclusively learned that at the 8th World Artificial Intelligence Conference (WAIC), Shanghai officially issued a new batch of intelligent connected vehicle demonstration operation licenses on July 26. Companies such as Pony.ai Technology (Shanghai) Co., Ltd., Baidu Zhixing Technology (Shanghai) Co., Ltd., and Saike Intelligent Technology (Shanghai) Co., Ltd. were among the first approved. Pony.ai will collaborate with Jinjiang Taxi, a subsidiary of Shanghai Jinjiang Group, to gradually roll out autonomous driving ride-hailing services to the public, starting from the core areas of Pudong's Jinqiao and Huamu. Passengers can hail Robotaxis with a single click within the designated operational zones. With the opening of Pudong's third batch of autonomous driving test roads, Shanghai's cumulative open test road mileage has exceeded 2,700 kilometers, covering parts of the central urban area, including sections of the inner ring.