[7.3 Lithium Battery News] Central and local governments have intensively introduced policies to boost consumption, and consumer demand is expected to continue growing in H2

[Ganfeng Lithium: Completes 100% Equity Acquisition of Mali Lithium, Commences Phase I Production at Goulamina Spodumene Project in Mali with 506,000 mt Annual Lithium Concentrate Capacity]Ganfeng Lithium (002460.SZ) announced that it has fully settled the consideration for acquiring Mali Lithium's equity from Leo Lithium and completed the equity transfer. The company now holds 100% equity in Mali Lithium, whose Phase I Goulamina spodumene project in Mali has officially commenced production with 506,000 mt of annual lithium concentrate capacity, with output gradually increasing. This marks the company's entry into substantive production phase for lithium ore resources in Africa. (Finance News)

[Central-Local Consumption Stimulus Policies Intensify, H2 Consumer Demand Expected to Sustain Growth Momentum]Initiatives including NEV rural revitalization, imminent third-batch trade-in subsidies allocation, and special consumption promotion plans have been launched consecutively by central and local authorities, forming a stimulus policy package. Experts interviewed generally believe these policies will further unlock consumption potential through enhancing residents' consumption capacity, optimizing consumption environments, and creating new consumption scenarios. Consumer demand is expected to maintain H1 growth momentum in H2, with service consumption projected to remain a key growth driver. (Finance News)

[SD Lomon: Signs Cooperation Framework Agreement with Fulin Precision Machining]SD Lomon (002312.SZ) announced a strategic cooperation framework agreement with Fulin Precision Machining, covering equity/capital cooperation and joint development of LFP and precursor projects. The parties plan to establish a JV for constructing 100,000 mt/year high-density LFP (mid-end, for NEV) project, 100,000 mt/year lithium dihydrogen phosphate precursor project, and 100,000 mt/year ferrous oxalate project. (Finance News)

[Lei Jun: Xiaomi EV Export Consideration Likely Post-2027]Xiaomi founder, Chairman, and CEO Lei Jun revealed during a July 2 livestream that domestic demand for Xiaomi EVs remains overwhelming, so the company will prioritize resolving domestic delivery issues before considering export expansion around 2027. (Finance News)

[Tesla Q2 Deliveries Reach 384,000 Units, Falling Short of Market Estimates]Tesla delivered 384,122 vehicles in Q2 (up 14.09% MoM), missing the 389,407 estimate. Quarterly production reached 410,244 units (up 13.13% MoM), below the 400,083 forecast. Model 3/Y deliveries totaled 373,728 units during the period. (Finance News)

[He Xiaopeng: Next Five Years Will Be Automotive Industry's Final Elimination Round]XPeng Motors Chairman and CEO He Xiaopeng stated, "The next five years will be the final five years of China's automotive industry elimination round." (Finance News)He Xiaopeng stated that in the AI era, high-performance chips represent the core differentiator for future functionalities, performance, and safety, serving as the foundational foundation.