[SMM Analysis] Tibet Zabuye Lithium's 10,000 mt Battery-Grade Lithium Carbonate Production Line Officially Launched

Recently, the continuously increasing curb weight of NEVs has become a hot topic in the industry, sparking heated discussions on whether NEVs should pay "road maintenance fees." According to multiple industry insiders, relevant authorities are already studying related policies. In addition to the allocation of road maintenance fees, this will involve more tax and fee systems related to the automotive industry, in order to make the system "keep pace with the times" and adapt to the new industry landscape. This means that the tax exemption benefits for NEVs may gradually phase out, shifting from "industry support" to "cost sharing." Wang Ning, Director of the Center for Automotive Industry and Technology Strategy at the School of Automotive and Energy, Tongji University, said in an interview, "From a long-term perspective, 'equal rights for gasoline and electric vehicles' is the future trend." Cui Dongshu, Secretary General of the CPCA, who was the first to propose the special policy of converting road maintenance fees into taxes, also explicitly stated that the traditional road tax and fee system, which is tied to fuel consumption, has shown significant structural imbalance, making tax system iteration and upgrading imperative.

On June 12, CATL and Xiamen Public Transport Group completed a signing ceremony. The two parties will focus on areas such as vehicle aftermarket services, battery swap network construction, and vehicle-to-grid (V2G) technology. This cooperation aims to maximize the energy value of public mobility while supporting Xiamen in achieving its "dual carbon" goals. Zhang Qinghui, Director of the Big Data Center of Xiamen Public Transport Group, and Wang Chunhui, Executive Vice President of CATL's Bus Business Unit, signed the agreement on behalf of the respective parties. Lin Rongsheng, Chairman of Xiamen Public Transport Group, and Wang Hui, President of CATL's Bus Business Unit, along with others, attended and witnessed the signing ceremony.