[Z1/][Guotai Haitong Securities: Solid-State Battery Industry Iteration Begins Long-Term Prospects for Solid-State Batteries Look Promising][Z2/] A research report by Guotai Haitong Securities stated that solid-state batteries, with their high energy density and safety, can meet the special needs of the automotive, low-altitude, and humanoid robot sectors. Currently, semi-solid-state batteries have already been installed in vehicles, with industrialization preceding that of all-solid-state batteries. In areas such as humanoid robots and low-altitude applications, where cost sensitivity is relatively lower, the application of solid-state batteries precedes that in the automotive sector. The acceleration of the solid-state battery industry's industrialization process has officially begun, moving from zero to one at an accelerated pace. As the performance of solid-state batteries continues to improve and industrialization accelerates, long-term prospects for solid-state batteries look promising. (Cailian Press) [Z3/][Jinan: First Round of H2 Car Consumption Subsidies Launched Total Subsidy Amount Reaches 12 Million Yuan][Z4/] On July 1st, the Jinan Municipal Bureau of Commerce announced the first round of car consumption subsidy activities for H2 2025. From 0:00 on July 1st to 24:00 on July 31st, individuals and enterprises (units) purchasing new non-commercial passenger vehicles from participating automakers in Jinan can apply for a maximum car consumption package worth 8,500 yuan, without restrictions on household registration or license plate area. The total subsidy amount for this activity is 12 million yuan. (Cailian Press) [Z5/][Yongmaotai: Plans to Invest Approximately 450 Million Yuan in Mexico Automotive Parts Smart Manufacturing Base Project][Z6/] Yongmaotai (605208.SH) announced that it plans to invest approximately 450 million yuan through its wholly-owned subsidiary Anhui Yongmaotai Auto Parts Co., Ltd.'s wholly-owned subsidiary Singapore Company and Singapore Auto Tech to build a Mexico automotive parts smart manufacturing base project. This move aims to expand overseas markets, enhance brand international recognition and market competitiveness, further promoting the company's internationalization process. (Cailian Press) [Z7/][Foton Motor: Semi-Solid-State Batteries Already Mass-Produced for Electric Light Trucks][Z8/] Foton Motor stated on the interactive platform that semi-solid-state batteries have been mass-produced for the company's self-developed 24V start-up lithium batteries, installed across all platforms of electric light trucks. [Z9/][Kechuan Technology: Has Begun Cooperation with Notable Enterprises in Solid-State Battery Business][Z10/] Kechuan Technology stated on the interactive platform that the company's main business, which includes battery functional devices, can be applied in semi-solid-state and solid-state batteries. It has already started business cooperation with well-known enterprises in the solid-state battery field located in Beijing and Suzhou. The company's composite current collector products (composite aluminum foil) can also be used in semi-solid and solid-state batteries. Currently, the lithium battery new materials (composite current collector) project being implemented by its wholly-owned subsidiary Kechuan New Materials Technology (Huai'an) Co., Ltd. is steadily progressing. The construction of the first phase of the main factory has been completed, and the first piece of equipment has been installed and is currently under debugging. Cailian Press)
[Zhenhua New Material: Self-developed solid electrolyte, modified ternary materials, and lithium-rich manganese-based cathode materials achieve 100-tonne scale shipments for some products]Zhenhua New Material stated on its interactive platform that for high-energy-density applications including semi-solid/gel/solid-state batteries, the company has independently developed solid electrolytes, modified ternary cathode materials, and lithium-rich manganese-based cathode materials. It has established cooperative relationships with major downstream clients, with some products achieving 100-tonne scale shipments.
Related Readings:
[SMM Analysis] SMM China's total lithium carbonate production in June 2025 up 8% MoM and 18% YoY
[SMM Analysis] Iron phosphate market shows slight growth in June amid stable conditions, but price support weakens due to volume competition
[SMM Analysis] China's LFP import/export situation in May
June LFP material production up 1.56% MoM, robust ESS demand offsets slowing NEV sector [SMM Lithium Battery Market Analysis]
AI wave and localisation progress drive semiconductor sector volatility, photolithography concept hits record high! [Hot Stock]
Sinomine Resource Group plans 30,000-tonne high-purity lithium chemicals tech transformation project with 6-month production halt for maintenance
[SMM Analysis] June cobalt sulphate production down 9.71% MoM
[SMM Analysis] June ternary cathode material production up 0.93% MoM
[SMM Analysis] June ternary precursor production up 2.3% MoM
[SMM Analysis] Thailand's pickup truck trade-in program: A critical move to revitalize the auto market?
[SMM Analysis] India's SECI issues large-scale solar+ESS tender
[SMM Analysis] India's CEA issues safety regulations, recommends incentives for domestic module production
[SMM Analysis] High NEV inventory levels require enterprises to regulate production-sales rhythm
[SMM Analysis] Japan reaffirms inability to accept US's proposed 25% tariff on imported vehicles
[SMM Analysis] Guangzhou announces 2025 pilot projects for used power battery recycling with 27.87 million yuan funding
[SMM Analysis] Recent recycling developments: June 23-26
[SMM Analysis] Ronbay Technology signs strategic cooperation agreement with Rock Tech Lithium to build localized European battery materials supply chain
[SMM Analysis] Civil aviation safety concerns prompt power bank regulations to reshape lithium battery consumer ecosystem
[SMM Analysis] Where will the price-order negotiation balance tip for iron phosphate market?
Battery, solid-state battery, and auto parts sectors surge with multiple stocks hitting limit-up, including Gotion High-tech! [SMM Hot Topic】
