[China exported 5,673 mt of lithium hydroxide in August, a notable month-on-month increase]

China imported 619,000 mt of spodumene in August, down 17.5% MoM, equivalent to ~56,000 mt LCE.

In recent years, China's new energy vehicle (NEV) industry has developed rapidly, with exports continuously climbing. In the first eight months of 2025, electric passenger vehicle exports accounted for approximately 28.1% of China's total automotive exports. However, as the scale of exports expands, some non-compliant export practices have gradually emerged, affecting the international image and market competitiveness of Chinese NEVs. To regulate export order and enhance the international competitiveness of China's NEVs, the Ministry of Commerce, the Ministry of Industry and Information Technology, the General Administration of Customs, and the State Administration for Market Regulation jointly issued an announcement implementing export license management for pure electric passenger vehicles.

Golden Feather delivered the "Infinity" all-solid-state battery. The "Shanhai" series passed extreme tests such as gunshot impacts with no safety concerns, supports 12-minute fast charging, and will enter mass production in Q4 this year. The delivery value of the "Infinity" quasi-solid-state battery exceeded 10 million.

On September 23, 2025, Huzhou WELION Technology Co., Ltd. held a certificate awarding ceremony. The semi-solid-state battery pack from Huzhou WELION, under WELION New Energy, received the first Type Approval Certificate issued by the China Classification Society (CCS). This product fully meets the stringent safety and technical standards for marine applications, providing impetus for China's green shipping and the development of ship electrification in Huzhou City.​

In August 2025, China's total lithium carbonate imports reached approximately 21,847 mt, up 58% MoM and 25% YoY. The average import price was about $8,553/mt, down 14% MoM compared to the July average.

On September 17, 2025, an announcement drew significant attention in the global battery industry. Chinese recycling giant GEM signed a memorandum of understanding with U.S. technology innovation enterprise Ascend Elements (AE), and the two parties will jointly explore the European lithium power battery recycling market.

On the evening of September 27, 2025, the Jiangsu Provincial Department of Commerce issued the "Announcement on Adjusting the 2025 Jiangsu Province Automotive Trade-in Policy," clarifying that the vehicle replacement and renewal subsidy policy would be suspended starting from 24:00 on September 28, 2025, and that quota management would be implemented for vehicle retirement and renewal.

On September 17, 2025, an announcement drew significant attention in the global battery industry. Chinese recycling giant GEM signed a memorandum of understanding with U.S. technology innovation enterprise Ascend Elements (AE), and the two parties will jointly explore the European lithium power battery recycling market.

The battery capacity increased by approximately 25%, and the driving range increased by nearly 150 kilometers. In September 2025, the Japanese electronics giant Panasonic announced that it is expected to develop anode-free battery technology within approximately the next two years. As a major battery supplier for Tesla, this move by Panasonic has attracted widespread attention in the industry.