【4.1 Lithium Battery News】Lei Jun's Xiaomi Auto Plans to Add 33 New Stores in April | A Batch of National Standards Took Effect Today

【GFEX: Price Limits and Margin Requirements for Futures Contracts Remain Unchanged During Qingming Festival Holiday】During the Qingming Festival holiday in 2025, the price limits and margin requirements for all futures contracts on the Guangzhou Futures Exchange (GFEX) will remain unchanged. After trading resumes on April 7, 2025 (Monday), the price limits for silicon metal futures contracts will be adjusted to 6%, the margin requirement for speculative trading will be adjusted to 8%, and the margin requirement for hedging trading will be adjusted to 7% starting from the first trading day settlement when the contract with the largest open interest does not experience a unilateral price limit. The price limits for lithium carbonate futures contracts will be adjusted to 8%, the margin requirement for speculative trading will be adjusted to 10%, and the margin requirement for hedging trading will be adjusted to 9%.》Click for details

【A Batch of National Standards to Take Effect on April 1, Involving Data Security, etc.】According to CCTV News, a batch of important national standards will take effect on April 1. The national standard "Data Security Technology - Personal Information Processing Rules for Internet Platforms and Product Services" specifies the basic requirements, formulation procedures, content, release forms, and dispute resolution for personal information processing rules of internet platforms and product services. The national standard "Cybersecurity Technology - Cybersecurity Technical Specifications for Smart Locks" specifies the cybersecurity technical requirements, security level classification, and evaluation methods for smart locks. Three national standards, "Energy Internet System - Architecture and Requirements," "Energy Internet System - Interaction Between Smart Grid and Heat, Gas, Water, and Transportation Systems," and "Energy Internet and Electric Vehicle Interaction Specifications," specify the reference architecture, energy conversion and information interaction, and multi-energy collaborative interaction technical requirements for energy internet systems. The national standards "Electric Vehicle AC Charging Pile Energy Measurement" and "Electric Vehicle Off-Board Charger Energy Measurement" specify the technical requirements, test methods, and inspection rules for energy measurement of electric vehicle charging equipment. The national standard "Electric Vehicle Traction Battery Performance Requirements and Test Methods" specifies the performance requirements and corresponding test methods for electric vehicle traction battery cells. (CCTV News)

【Guangdong Introduces New Regulations on Official Vehicle Management: NEV Price Must Not Exceed 180,000 Yuan】Recently, Guangdong officially issued the "Interim Measures for the Management of Official Vehicles of Provincial Party and Government Organs in Guangdong Province" and the "Interim Measures for the Management of Official Vehicles of Provincial Public Institutions in Guangdong Province." The new regulations solidify the reform exploration of "unified procurement and separate signing" into institutional construction. It is clarified that provincial party and government organs and provincial public institutions should use domestically produced cars when updating official vehicles, take the lead in using NEVs, and gradually increase the proportion of NEVs. It is specifically stipulated that the price of NEVs for official use must not exceed 180,000 yuan; in special cases, the price and displacement must not exceed the standards for the same type of internal combustion engine vehicles.

【XPeng Motors Delivers 33,205 Units in March, Up 268% YoY】XPeng Motors announced on the Hong Kong Stock Exchange that in March 2025, it delivered 33,205 smart EVs, up 268% YoY. XPeng Motors has exceeded 30,000 units in deliveries for the fifth consecutive month. In Q1 2025, XPeng Motors delivered a total of 94,008 smart EVs, up 331% YoY.

【Lei Jun: Xiaomi Auto Adds 15 New Stores in March, Plans to Add 33 in April】According to a Weibo post by Lei Jun, Chairman of Xiaomi Group, Xiaomi Auto added 15 new stores in March, bringing the total to 235 stores in 65 cities across the country. As of March 31, there are 127 service outlets covering 75 cities nationwide. In April, Xiaomi Auto plans to add 33 new stores, including in Baoding, Dezhou, Deyang, Shantou, Xiangtan, Liuzhou, and Ma'anshan.

【Toyota's Hybrid Demand Exceeds Supply, Leading to Global Delivery Delays】Toyota's hybrid demand has exceeded supply, leading to delays in global deliveries. Hybrid vehicle inventories at Toyota dealers in major markets, including the US, Japan, China, and Europe, are very low. European customers face an average waiting time of 60-70 days, about twice as long as in 2020.