[5.19 Lithium Battery News] Cui Dongshu from CPCA: China's power battery installations reached 54.1 GWh in April

[Gotion High-tech Announces Construction Completion of Pilot Line for All-Solid-State Batteries]At the Gotion High-tech Global Technology Conference held on May 17, Gotion High-tech announced the construction completion of a pilot line for all-solid-state batteries, with a designed capacity of 0.2 GWh. The line was 100% independently developed, with a 100% localization rate for core equipment, and boasts over 30 patent applications. According to the on-site introduction by the business leader, the pilot sample parameters indicate a battery cell energy density of 350 Wh/kg and a single cell capacity of 70 Ah. Loading tests have already commenced.

[CPCA's Cui Dongshu: China's Power Battery Installations Reached 54.1 GWh in April, Up 52.8% YoY]Cui Dongshu, Secretary General of the China Passenger Car Association (CPCA), released an analysis of the new energy vehicle lithium battery market in April. In April, China's power battery installations reached 54.1 GWh, down 4.3% MoM and up 52.8% YoY. Among them, ternary battery installations were 9.3 GWh, accounting for 17.2% of total installations, down 7.0% MoM and 6.3% YoY. LFP battery installations were 44.8 GWh, accounting for 82.8% of total installations, down 3.8% MoM and up 75.9% YoY. From January to April, China's cumulative power battery installations reached 184.3 GWh, up 52.8% YoY. Among them, cumulative ternary battery installations were 34.3 GWh, accounting for 18.6% of total installations, down 15.9% YoY. Cumulative LFP battery installations were 150.0 GWh, accounting for 81.4% of total installations, up 88.0% YoY. (Financial Associated Press)

[CATL and Honda China to Further Upgrade Cooperation in LFP Batteries and Other Areas]Honda R&D Co., Ltd. (China) and Contemporary Amperex Technology Co., Limited (CATL) officially signed a memorandum of understanding to deepen cooperation. The two parties will further upgrade cooperation in areas such as LFP batteries, CTB (Cell to Body) integration technology, supply chain optimization, and R&D of 12V and hybrid batteries, to promote the upgrading of the new energy vehicle industry. In the future, the two parties will continue to explore new business cooperation models. (Financial Associated Press)

[Former Polish Prime Minister: Chinese EVs May Replace Tesla in the European Market]Former Polish Prime Minister Marek Belka stated that China has now become a manufacturer and exporter of technology. Therefore, China needs to protect intellectual property rights, technology, and knowledge transfer, which requires negotiation and consensus. He pointed out that European companies hope to gain greater access to the Chinese market, and China is also interested in discussing this. Belka also mentioned that Europe has recently discussed extensively the issue of Chinese electric vehicles entering the European market. In the European market, Chinese electric vehicles are likely to replace Tesla's position. Since Tesla is not a European company, there are actually no major issues. In the short term, Europe should strive to diversify its markets, as diversified markets will foster better development.

[Japan considers subsidizing Tesla charging stations in US tariff negotiations]Japan is contemplating a plan to provide subsidies for the construction of Tesla EV charging stations during tariff negotiations with the US. Currently, the Japanese government only offers subsidies for the installation of charging stations adhering to Japan's CHAdeMO standard, excluding Tesla's Superchargers. TBS reported that the US Trade Representative has expressed concerns over this issue and has requested improvements. (Eastmoney)

[Are Canada's retaliatory tariffs on the US "close to zero" after exemptions? Canadian finance minister clarifies: 70% of retaliatory tariffs remain in effect]On May 17, Canadian Finance Minister Chrystia Freeland stated on social media platform X that 70% of the 25% retaliatory tariffs previously imposed by Canada on billions of US dollars' worth of US goods remain in effect. She indicated that the Canadian government had "publicly and temporarily suspended tariffs on certain goods" for health and public safety reasons. Freeland's statement was in response to an Oxford Economics report cited by the Conservative Party of Canada. The report stated that after announcing retaliatory tariff measures against the US, the Canadian government granted a six-month tariff exemption for products used in the country's manufacturing, processing, food and beverage packaging industries, as well as items related to healthcare, public safety, and national security. Additionally, automakers also received preferential treatment, with companies like General Motors operating in Canada being allowed to import a certain quantity of vehicles tariff-free. The report pointed out that these exemptions meant that Canada's new tariff rates on the US were "almost zero." (Eastmoney)