[8.11 Lithium Battery News] CATL said that the mining permit for Yichun mine expired on August 9 and mining has been suspended, but the impact is relatively small

Published: Aug 11, 2025 08:45

[CATL: Yichun Project Mining Operations Suspended After License Expiration on August 9, Minimal Impact on Overall Operations]CATL stated on the interactive platform on August 11 that mining operations at its Yichun project were suspended after the mining license expired on August 9. The company is expediting the renewal application process in compliance with regulations and will resume production promptly upon approval, with minimal impact on overall operations. (Cailian Press)

[CPCA: NEV Retail Penetration Rate Reached 54.0% in July]CPCA data shows the NEV retail penetration rate in China's passenger vehicle market reached 54.0% in July, up 2.7 percentage points YoY. New automakers accounted for 21.4% market share, boosted by brands like XPeng Motors, Leap Motor, and Xiaomi Motors, contributing to a 2-percentage-point YoY growth. Tesla's share stood at 4.1%, down 1.1 percentage points YoY. (Cailian Press)

[Breakthrough in Key Challenges of All-Solid-State Lithium Batteries]The China Institute of Atomic Energy, collaborating with Tsinghua Shenzhen International Graduate School, utilized neutron depth profiling technology at the China Advanced Research Reactor to precisely identify critical defects in traditional single-layer cathodes of all-solid-state lithium batteries. The study experimentally observed and quantified significant longitudinal lithium concentration gradients for the first time, achieving uniform lithium distribution across electrode thickness. This provides robust experimental support for gradient electrode design, advancing fundamental scientific understanding and engineering applications of all-solid-state lithium batteries. Findings were published in Energy & Environmental Science. (Cailian Press)

[MIDA: Hunan Yuneng to Build Lithium Battery Materials Plant in Malaysia]The Malaysian Investment Development Authority announced on August 8 that Hunan Yuneng has committed to establishing its first Southeast Asian manufacturing facility in Malaysia. The plant will primarily produce lithium battery cathode materials and is expected to create over 200 new jobs. (Cailian Press)

[CALB and GAC GOVY Sign Strategic Agreement in eVTOL Sector]CALB announced a strategic cooperation agreement with Guangdong GOVY Technology Co., Ltd. to deepen collaboration in the eVTOL field and jointly promote standardized power supply products. In June, GAC GOVY AirCab equipped with CALB's high-energy aviation-specific 9-series nickel-rich/silicon battery was unveiled, with prototypes delivered in July. The battery features cell energy density exceeding 300Wh/kg and supports 6C fast charging. The second-generation aviation-specific semi-solid-state large cylindrical battery is expected to achieve 350Wh/kg energy density. The GOVY AirCab has currently entered the airworthiness certification phase and is expected to obtain certification and achieve mass production and delivery in H2 2026. (Cailian Press)

[Farasis Energy: Semi-Solid-State Battery Products Have Gained Recognition From Multiple Clients Including GAC, Achieving Large-Scale Shipments]Farasis Energy stated on the interactive platform that its semi-solid-state battery products have been recognized by multiple clients, including GAC, Dongfeng, Sany, FAW Jiefang, a leading US eVTOL customer, a leading domestic flying car customer, Shanghai Shidai, and Geely's Volocopter, achieving large-scale shipments. (Cailian Press)

[Guanghua Technology: Solid-State Battery Material Products Are in the Sampling Detection and Optimization Phase, With No Cases of Rejection Due to Non-Compliance]Guanghua Technology stated on the interactive platform that its solid-state battery material products are still in the sampling detection and optimization phase, with no cases of rejection due to non-compliance. (Cailian Press)

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[8.11 Lithium Battery News] CATL said that the mining permit for Yichun mine expired on August 9 and mining has been suspended, but the impact is relatively small - Shanghai Metals Market (SMM)