[8.13 Lithium Battery News] Association Advocates Resistance to "Rat Race" Competition, Lithium Battery Separator Enterprises Reach Consensus

[China Nonferrous Metals Industry Association Lithium Branch Initiative: Resist "Rat Race" Competition and Jointly Create a Fair, Just, Stable, and Orderly Market Environment]To strengthen industry self-discipline, prevent "rat race" competition, ensure the security of the industrial and supply chains, and promote the healthy and orderly development of the lithium industry, the Lithium Branch of the China Nonferrous Metals Industry Association issued an initiative to relevant enterprises in the lithium industry chain: enhance upstream and downstream collaboration to safeguard industrial security. Uphold the development concept of an industrial community with a shared future, adhere to the principle of fair market competition, and resolutely resist disorderly competition, market monopolization, false advertising, and other misconduct. Actively assess market trends and rationally plan new capacity. Elevate the level of strategic cooperation and coordinated development between upstream and downstream sectors of the industry chain, improve transparency, and reduce communication barriers. Stabilize market supply through measures such as signing long-term cooperation agreements, optimize layout and industrial chain coordination, ensure smooth circulation of the industrial and supply chains, and maintain a healthy development environment for the industry. Let us work together to actively implement the above initiatives, resist "rat race" competition through concrete actions, jointly create a fair, just, stable, and orderly market environment, and propel China's lithium industry toward a new phase of high-end, intelligent, and sustainable high-quality development.

[Key Lithium Battery Separator Enterprises Reach Consensus on Anti-"Rat Race" Competition, Industry Chain Profitability Expected to Reach Turning Point]A closed-door symposium for heads of key dry-process lithium battery separator producers was held in Shenzhen, aiming to respond to and implement national policies on comprehensive rectification of "rat race" competition and promote the healthy and orderly development of the industry. Shenzhen Senior Technology Material, ZXTC, Huiqiang New Material, Cangzhou Mingzhu, and eight other enterprises reached several important consensuses: first, price self-discipline; second, rational capacity release; third, suspension of capacity expansion; fourth, strengthening industrial chain cooperation; and fifth, welcoming social supervision.

[Accident at Albemarle's Lithium Plant Under Investigation]According to informed sources, an accident occurred last week at Albemarle Corporation's (ALB) La Negra lithium plant near Antofagasta, Chile, and is currently under investigation by Chilean authorities.

[Ganfeng Lithium: Collaborates with LAR to Integrate PPGS Lithium Salt Lake Project, Plans to Develop Production Lines with Total Annual Output of 150,000 mt LCE]Ganfeng Lithium (002460.SZ) announced that its wholly-owned subsidiary, Ganfeng International, and LAR will jointly develop the Pozuelos-Pastos Grandes salt lake basin in Argentina, integrating the wholly-owned PPG lithium salt lake project, the jointly held PG lithium salt lake project (Ganfeng holds 14.89%, LAR holds 85.11%), and the Puna lithium salt lake project (Ganfeng holds 35%, LAR holds 65%) under Millennial, collectively referred to as the "PPGS Lithium Salt Lake Project" after integration. Upon completion of the integration, Ganfeng International and LAR will hold 67% and 33% equity in Millennial respectively, and jointly own the PPGS salt lake project in proportion. After the integration of the PPGS salt lake project, Millennial plans to adopt advanced direct lithium extraction (DLE) technology, developing a production line with a total annual capacity of 150,000 mt LCE in three phases. As part of the transaction, the company or its subsidiaries will provide LAR with financial support of up to $130 million from their own funds, with LAR using its equity in the integrated Millennial as collateral.

[Dare Auto Parts: Solid-State Battery Sample Pilot Line Completed in Shanghai]Dare Auto Parts stated on the interactive platform that the company has completed the construction of a solid-state battery sample pilot line in Shanghai and is currently accelerating the construction of the pilot production line. After the pilot line is operational, the company will gradually plan and implement the construction of a mass production line based on customer and product development progress as well as market demand. (Cailian Press)

[Three Departments: Fiscal Subsidies for Personal Consumption Loans Cover Single Transactions Below 50,000 yuan, and Key Sectors Such as Household Vehicles, Elderly and Childcare, Education and Training, and Cultural Tourism for Single Transactions of 50,000 yuan and Above]The Ministry of Finance, the People's Bank of China, and the National Financial Regulatory Administration issued the "Implementation Plan for Fiscal Subsidy Policy on Personal Consumption Loans." It stipulates that from September 1, 2025, to August 31, 2026, residents using personal consumption loans (excluding credit card business) issued by lending institutions for actual consumption, and where the lending institutions can identify the borrower's relevant consumption transaction information through the loan disbursement account, may enjoy subsidy policies as prescribed. The subsidy scope includes single transactions below 50,000 yuan, as well as key sectors such as household vehicles, elderly and childcare, education and training, cultural tourism, home furnishings, electronic products, and health care for single transactions of 50,000 yuan and above. For single transactions above 50,000 yuan, the subsidy is capped at 50,000 yuan. After the policy expires, the duration may be extended and the support scope expanded based on implementation effectiveness. (Cailian Press)

[Institutions: Global Automotive Display Panel Revenue Expected to Reach $13.6 Billion in 2025, Up 8% YoY]According to the latest analysis from Omdia's Automotive Display Research Service, the global automotive display market will experience strong growth in 2025, with display panel revenue expected to reach $13.6 billion, up 8% YoY. Omdia further predicts that the market size will grow to $18.3 billion by 2030. (Science and Technology Innovation Board Daily)