In August, the sodium-ion battery industry exhibited varying development trends across different segments of the industry chain. While some areas experienced production fluctuations, the market landscape continued to evolve, with companies actively preparing for H2 growth.

On August 31, 2025, Anhui Future Era's annual 10GWh semi-solid-state battery project commenced construction in Jinzhai, with a total investment of 2 billion yuan. The products will primarily be applied in small power, ESS, and low-altitude economy sectors.

On August 29, 2025, at the Chengdu International Auto Show, SAIC MG's all-new MG4 "Semi-Solid-State Safety Edition" debuted with a shocking limited-time subsidized price of 99,800 yuan, becoming the world's first mass-produced car model to bring semi-solid-state battery technology below the 100,000-yuan threshold.

On August 30, 2025, the first management committee meeting of the Huazhong University of Science and Technology-Dongfeng Motor Joint Research Institute was successfully held, with the official signing of the first six scientific research projects. This marks the substantive phase of cooperation between the two parties in cutting-edge fields such as solid-state batteries and lightweight technologies. The solid-state battery development plan is expected to adopt semi-solid-state as a transitional phase, with full solid-state as the ultimate goal, encompassing multiple generations of products including 350Wh/kg and 500Wh/kg models, demonstrating Dongfeng Motor's technological ambitions in the solid-state battery sector.

The lithium carbonate market continued its downward trend this week, with spot prices fluctuating downward overall.

Recycling Industry Events This Week (August. 18-22)

[SMM Analysis] From August 22 to 26, 2025, the U.S. Internal Revenue Service (IRS) issued clarifications via NPR, CNBC and other outlets announcing new adjustments to the soon-expiring electric-vehicle (EV) tax credit—worth up to $7,500. Consumers who enter into a legally binding purchase contract with a dealer and make any form of down payment or trade-in by September 30, 2025 (inclusive) will lock in the federal EV tax credit; the actual delivery date after that will no longer affect eligibility.

In August 2025, China's monthly total lithium carbonate production hit a new record, surpassing the 85,000 mt mark, up 5% MoM and surging 39% YoY. The sustained production growth was primarily driven by the spodumene segment, with toll processing orders for non-integrated lithium chemical plants in full swing. Meanwhile, buoyed by robust downstream demand, the industry's overall supply capacity also improved.

In August, the domestic production of iron phosphate showed a significant growth trend, with a month-on-month increase of 5% and a year-on-year increase as high as 59%, clearly indicating an expanding production capacity.