CPCA: The estimated wholesale sales of new energy passenger vehicle manufacturers in July is 750,000 units, up 34% YoY

On May 9, BYD signed a strategic cooperation agreement for Flash Charging China with CAR Inc., along with a framework agreement for the procurement of 100,000 vehicles. According to the agreement, BYD and CAR Inc. will conduct in-depth cooperation around the "Flash Charging China Strategy," planning to install BYD flash charging piles at eligible CAR Inc. service locations nationwide. This will establish an extensive, efficient, and convenient charging service network, jointly enhancing the user travel experience. At the same time, the framework agreement for the procurement of 100,000 vehicles signed by the two parties will further consolidate BYD's core position in the new energy vehicle fleet of CAR Inc. and assist CAR Inc. in continuously expanding its scale of green mobility capacity.

On May 10, Huayou Cobalt disclosed the latest developments regarding its subsidiary's transfer of related rights and obligations and the acquisition of equity in Atlantic Lithium Limited. The core content of this rights and obligations transfer includes obtaining the right to acquire a 22.5% stake in Atlantic Lithium's Singapore subsidiary. It also involves securing an offtake right for no less than 50% of the products from the Ewoyaa Lithium Project and assuming related obligations for project development. If both the "Contract Novation Agreement" and the transaction to acquire 100% of Atlantic Lithium are completed, Huayou Cobalt will indirectly hold an 87% interest in the Ewoyaa Lithium Project.

SMM reported that during the public notice period from April 30 to May 7, Sail Limited Liability Company released a sourcing plan (GX-20260430461), intending to procure a batch of sodium-ion battery modules and casings through sole-source procurement, designating Guangdong Highstar Sodium Star Technology Co., Ltd. as the supplier. The order was intended for R&D and exhibition participation in a sodium-ion battery project, with delivery required by May 30. Highstar Sodium Star is PRET's core sodium-ion battery platform, focusing on the polyanion (NFPP) route. Its products feature wide temperature range, high safety, and long cycle life advantages, and have achieved volume supply in energy storage, backup power supply, and low-speed vehicle applications. This supplier designation marked another milestone for the company in automotive start-stop power supply and OEM supporting applications. The commercialization of sodium-ion batteries in China is rapidly expanding from energy storage to automotive scenarios.