On September 1, Weilai, ideal and Xiaopeng released August sales data one after another, and the order of "Li Xiaowei" remained unchanged. Among them, sales declined in July. Sales in August hit a new low of 5880 vehicles, down 25.8% from the previous month. Not only did they catch up with the ideal, Xiaopeng was hopeless, but they were even surpassed by Nawei cars and were squeezed out of the top three new forces of car building in China. The person in charge of Xilai said that due to the impact of the epidemic in Nanjing and Malaysia, there were problems in the supply of spare parts and chips. In fact, as a major city that accounts for about 13% of the global semiconductor closed test output, the current round of Malaysian epidemic has affected the production of a number of car companies, and the "core shortage" has been upgraded again.
[German Nano: costs will be transmitted downstream by adjusting product prices] in a survey, German Nano said that the lithium supplement additive materials and new phosphate materials developed by the company have now passed the small batch verification of downstream customers and are entering the industrialization stage. Compared with the existing lithium iron phosphate battery, the energy density of the new product is significantly higher, and it has more advantages in passenger cars. The new product has not yet been mass produced on a large scale, and the cost cannot be estimated for the time being. The company said that if the price of lithium carbonate continues to rise, it will weaken the cost advantage of lithium iron phosphate and is not conducive to the development of the industry as a whole. In view of the rising price, the company will guarantee the supply through strategic procurement, and at the same time, it will transmit the cost to the downstream by adjusting the price of the product.
[Chongqing Mayor Tang Liangzhi met with Ganfeng Lithium Industry Chairman Li Liangbin and his party signed the project of Ganfeng New Battery Science and Technology Industrial Park and Advanced Battery Research Institute] on September 1, Tang Liangzhi, deputy secretary of the Chongqing Municipal CPC Committee and mayor, met with Li Liangbin, chairman of Jiangxi Ganfeng Lithium Industry Co., Ltd., and witnessed the signing of the project of Ganfeng New Battery Science and Technology Industrial Park and Advanced Battery Research Institute. According to the agreement, Ganfeng Lithium, a holding subsidiary of Ganfeng Lithium Industry, will build a 10GWh lithium battery production and manufacturing base in Chongqing, and provide technical support for solid-state battery technology renewal and product iteration.
[Tianhua Super Clean: plans to build a 50, 000-ton battery-grade lithium hydroxide project with an annual production capacity of 2.3 billion yuan] Tianhua Super-net announcement, the company intends to sign a project investment agreement with the people's Government of Jiang'an County, Yibin City, Sichuan Province. the proposed new company will invest in the construction of a 50, 000-ton battery-grade lithium hydroxide project in Jiangan County, with a total investment of about 2.3 billion yuan. "View details
[blue water source: discussing technical cooperation with Qinghai Salt Lake Institute of Chinese Academy of Sciences on lithium extraction from salt lake] according to the official WeChat news of Bishui, on August 31, the company had an in-depth discussion with Qinghai Salt Lake Research Institute of Chinese Academy of Sciences on the innovative development and application of the new technology of lithium extraction from salt lake, focusing on the innovation of membrane technology and promoting the implementation of salt lake lithium industrialization project to carry out further cooperation. Wu Zhijian, director of the Qinghai Salt Lake Institute of the Chinese Academy of Sciences, fully affirmed the advanced nature of the clear water source membrane technology, and looked forward to carrying out technical cooperation with the blue water source to extract lithium from the salt lake in the future, giving full play to the technological advantages of both sides to tackle key scientific and technological problems, and promoting the comprehensive utilization and development of salt lake resources in China.
[passenger car Association: it is initially estimated that the retail volume of the passenger car market in August will decline by 13% compared with the same period last year] according to the statistics of the passenger car Association, the retail sales of the passenger car market reached an average of 76000 vehicles per day in the fourth week of August, down 12% from the same period last year, and the performance is relatively weak. In August this year, the overall preliminary estimate is that it will fall by 13% compared with the same period last year, and the trend of consumption is relatively flat According to the analysis of the bus Association, the demand for cars under the epidemic is strong, but the supply is insufficient, resulting in a certain contradiction between supply and demand. In particular, the recent sudden shortage of information has made dealers very nervous, forming a stable sales quotation way to delay sales to a certain extent.

![[SMM Revue hebdomadaire du marché des cellules de batteries de stockage d'énergie 9.3] L'offre restreinte de feuilles de cuivre limite les calendriers de production de septembre, les prix des cellules de batteries de stockage d'énergie restent fermes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)

![Revue hebdomadaire du marché du carbonate de lithium : du 31/08 au 03/09, les prix au comptant du carbonate de lithium ont d'abord augmenté puis baissé, tendance globale à la baisse [Revue hebdomadaire SMM]](https://imgqn.smm.cn/usercenter/PPLUj20251217171727.jpg)
