[7.25 Lithium Battery News] Over 5.28 million vehicles recalled in China in H1 | New energy retail sales forecast for July released

[CPCA: July Passenger Vehicle Retail Sales Estimated at 1.85 Million Units, NEV Sales at 1.01 Million Units]According to the China Passenger Car Association (CPCA), the latest producer survey data shows that leading producers, accounting for approximately 80% of the total market, set retail targets up 6% YoY from July last year but down around 10% MoM. Comprehensive estimates indicate that total passenger vehicle retail sales this month are expected to reach around 1.85 million units, up 7.6% YoY but down 11.2% MoM. NEV retail sales could reach approximately 1.01 million units, with penetration likely rising to 54.6%. (Cailian Press)

[China Recalled Over 5.28 Million Vehicles in H1]From January to June, China conducted 87 vehicle recalls involving 5.2806 million units. As of June 30, the country had cumulatively initiated 3,162 recalls covering 119 million vehicles. This information was disclosed by the State Administration for Market Regulation on the 24th. In terms of recall nature, from January to June, the regulator investigated and urged producers to recall vehicles 21 times, involving 2.3393 million units. As of June 30, the regulator had cumulatively prompted 628 recalls covering 63.4875 million vehicles. (Xinhua)

[Tesla Plans to Start Construction of Third US ESS Gigafactory in 2026]Tesla revealed during its Q2 earnings call that its first US LFP battery plant is expected to come online by year-end. Additionally, Tesla plans to commence construction of its third ESS Gigafactory near Houston, US, in 2026. (Cailian Press)

[US Residential Solar Firm Sunrun Collaborates with Tesla to Launch Home Energy Plan in Texas]US residential solar company Sunrun announced it will partner with Tesla to introduce an innovative home energy plan in Texas. The program combines Sunrun Flex solar ESS with Tesla’s customized electricity retail solutions, aiming to maximize solar generation efficiency, provide battery backup during outages, and enhance energy independence. (STAR Market Daily)

[Gotion High-tech: First-Generation All-Solid-State Battery Mass Production Line Design Officially Initiated]Gotion High-tech stated on an interactive platform that its Jinshi battery is in the pilot production phase, while the company has officially commenced design work for its first-generation all-solid-state battery mass production line. (Cailian Press)

[CAAM: Chinese Brand Passenger Vehicle Sales Reached 9.27 Million Units in H1, Up 25% YoY]According to CAAM analysis, in June 2025, Chinese brand passenger vehicle sales totaled 1.707 million units, up 5.3% MoM and 19.3% YoY, accounting for 67.3% of total passenger vehicle sales. Market share increased by 2.7 percentage points YoY. From January to June, Chinese brand passenger vehicle sales totaled 9.27 million units, up 25% YoY, accounting for 68.5% of total passenger vehicle sales, with market share rising 6.6 percentage points YoY. (Cailian Press)