[6.25 Lithium Battery News] NEV Industry Welcomes Another Wave of Policy Support | Companies Intensively Announce Solid-State Battery Layouts

[The Ministry of Commerce will organize and launch the 2025 NEV Consumption Season in Thousands of Counties and Towns]The General Office of the Ministry of Commerce issued a notice on organizing and launching the 2025 NEV Consumption Season in Thousands of Counties and Towns, with the event scheduled from July to December 2025. All localities should earnestly implement the trade-in policy for cars, commonly set up special areas for car trade-ins at the venues of the NEV consumption season activities, organize and launch more marketable NEV models to better meet the diverse car purchase needs of the people in counties and townships. All localities should advance the pilot work of automobile circulation and consumption reform according to local conditions, and promote the organic integration of the NEV consumption season activities with the pilot creation work. Plan and carry out activities such as special promotions and test-drive experiences for intelligent connected NEVs, and steadily promote the commercial application of high-level intelligent driving vehicles on the premise of safety, controllability, and compliance with laws and regulations. Innovate and create diverse aftermarket consumption scenarios for automobiles, such as car modification, traditional classic cars, RV camping, and auto racing, to promote the integrated development of commerce, tourism, culture, sports, and health, and extend the automobile consumption chain.》Click to view details

[Six Departments Including the Central Bank: Actively Develop Auto Loan Business and Appropriately Reduce or Exempt Penalties for Early Loan Settlement During Car Trade-ins]The People's Bank of China and five other departments jointly issued the "Guiding Opinions on Financial Support for Boosting and Expanding Consumption". The "Opinions" pointed out that efforts should be made to promote the expansion of commodity consumption. Financial institutions are encouraged to provide financial services for the trade-in of consumer goods through multiple channels and methods. Increase credit support for enterprises involved in the recycling and dismantling of scrapped motor vehicles, the recycling of waste home appliances and the trade-in of home appliances, the "renovation" of home decoration and kitchen and bathroom facilities, and the supply guarantee of daily necessities. Actively develop auto loan businesses, reasonably determine the loan issuance ratio, term, and interest rate based on the borrower's credit level and repayment ability, and appropriately reduce or exempt penalties for early loan settlement during car trade-ins. Strengthen financial support for the production and consumption of green and smart home appliances and furnishings, optimize the approval process, and improve service quality and efficiency. Strengthen financial support for foreign trade enterprises to expand domestic sales, improve domestic trade insurance services, and expand the consumption of high-quality foreign trade products.》Click to view details

[GRINM Advanced Materials: Plans to Transfer Assets Related to the Production of Sulphide Solid-State Electrolytes]GRINM Advanced Materials announced that its holding subsidiary, GRINM Rare Earth, plans to transfer assets related to its lithium sulphide business through listing on a property rights exchange, including relevant patents, proprietary technologies, and equipment, with a listing reserve price of no less than 109.5 million yuan. Lithium sulphide material is a new product successfully developed by GRINM Rare Earth through independent R&D. It is mainly used as a raw material for the production of sulphide solid-state electrolytes and has achieved small-batch sales. The assets being transferred include both intangible and fixed assets, including the production technology for lithium sulphide used in solid-state electrolytes. This technology mainly encompasses high-purity lithium sulphide synthesis methods, processes, and equipment related to the production technology for lithium sulphide used in solid-state electrolytes. It was independently developed and solely owned by GRINM Advanced Materials Co., Ltd. Currently, a ton-scale production line for lithium sulphide materials used in solid-state electrolytes has been established, enabling small-batch production and sales. (Cailian Press)

[2 consecutive trading limit-ups for Jinlongyu: Although there are already orders for solid-state batteries and their key materials, a long-term stable income has not yet been formed] Jinlongyu (002882.SZ) issued an abnormal fluctuation announcement. As of now, the company has made certain progress in the research and development of technologies related to solid-state batteries and their key materials, and some materials have been sent to customers for evaluation. Recently, the company's subsidiary, Jinlongyu New Energy (Shenzhen) Co., Ltd., signed a procurement order for high-energy-density solid-state battery cells for drones with a customer. The order amount is relatively small and is not expected to have a significant impact on the company's profits for the current year and future years. Although the company currently has orders for solid-state batteries and their key materials, a long-term stable income has not yet been formed, and it will not have a significant impact on the company's overall performance for the time being. (Cailian Press)

[Malion New Materials: Subsidiary has received small-batch orders for semi-solid-state battery separator products] Malion New Materials stated on an interactive platform that the company has made relevant arrangements in the field of solid-state batteries: its controlling subsidiary, Anhui Meixin, has technical reserves for semi-solid-state battery separators, and currently, the product has received small-batch orders; the Prussian blue cathode materials produced by the company's controlling grand subsidiary, Huihong Technology, can also be used in the manufacture of solid-state/semi-solid-state sodium-ion batteries. Currently, the company's solid-state battery-related businesses are in the R&D or expansion stage, and the proportion of related operating revenues in the company's total revenues is relatively small.

[Farasis Energy: The second-generation semi-solid-state battery has obtained designations from multiple leading low-altitude economy customers, and the third-generation semi-solid-state battery is expected to be mass-produced in 2026] Farasis Energy stated on an interactive platform that the current R&D progress of all-solid-state batteries with an energy density as high as 400-500Wh/kg is going smoothly, and the 60Ah sulphide all-solid-state battery is planned to be delivered in small batches to strategic partners by the end of 2025. In the field of semi-solid-state batteries, the company's second-generation semi-solid-state battery has an energy density exceeding 330Wh/kg and a cycle life exceeding 4000 cycles. It has currently obtained designations from multiple leading low-altitude economy customers and is actively promoting sample deliveries to multiple leading humanoid robot companies. It is expected to be mass-produced in 2025 and is likely to take the lead in achieving commercialization in fields with high technical barriers and high-performance requirements, such as the low-altitude economy and humanoid robots. The energy density of the third-generation semi-solid battery can reach 400Wh/kg, and mass production is expected to commence in 2026.

[Anfu Technology: All-Solid-State Battery Pilot Line Project Advancing Orderly]Anfu Technology stated on an interactive platform that all parties involved in the all-solid-state battery pilot line project are advancing it in an orderly manner according to the steps.