[8.15 Lithium Battery News] 149 entities participate in ESS anti-"rat race" competition! Formulate this self-regulation convention

[China Securities: Upstream Equipment Sector of the Entire Solid-State Battery Industry Chain to Benefit First] China Securities' research report stated that with the acceleration of solid-state battery industrialisation, as battery factories and automakers gradually get their pilot lines running, cost reduction across all links in the industry chain continues to advance, which is expected to drive explosive growth in downstream market demand. The upstream equipment sector of the entire solid-state battery industry chain will be the first to benefit. From an equipment investment perspective, the core difference between the production process of all-solid-state batteries and traditional liquid lithium-ion batteries is the key driver for the restructuring of equipment value. This mainly manifests in the front and middle segments of the entire process. All-solid-state batteries are more compatible with dry process technology from electrode preparation to electrolyte preparation, thus adding processes such as dry mixing and dry coating in the front segment, significantly increasing the value proportion; in the middle segment, the "stacking + pole piece frame printing + isostatic pressing" technology route replaces the traditional winding process, eliminating the electrolyte filling step, slightly increasing the value proportion; in the back segment, due to high-pressure modifications in the formation stage and increased requirements for the process environment, the single-machine value has also notably increased. (Cailian Press) [149 Organizations Participate! Soliciting Opinions on the Initiative for Maintaining Fair Competition Order and Promoting Healthy Development of the ESS Industry] On August 13, the China Chemical and Physical Power Supply Industry Association released a draft initiative titled "On Maintaining Fair Competition Order and Promoting Healthy Development of the ESS Industry" for soliciting opinions. It mentions that this convention adheres to the basic principles of "patriotism, law-abiding, safety-first, quality-priority, coordinated development, and compliant operation," advocating that while promoting technological progress and market expansion, enterprises should resonate with national strategies, actively integrate into the grand picture of national energy transition and industrial upgrading, adhere to legal bottom lines, industry norms, and social responsibilities, ensuring sustainable and healthy development of the industry. The purpose and objective are to create a fair, standardized, healthy, and sustainable development environment for the lithium-ion battery and ESS industries, promote coordinated development of the upstream and downstream industry chains, strengthen awareness of safety responsibility and quality assurance, and based on relevant national laws, regulations, and industrial policies, formulate this self-discipline convention. Click for more details [Farasis Energy: Semi-Solid-State Batteries Delivered to Global Leading Logistics Drone Customers] Farasis Energy stated on the interactive platform that it has successfully delivered samples of its semi-solid-state batteries to global leading logistics drone customers, and the progress is going well. (Cailian Press) [Direct Sales Model for Car Insurance Reduces Expense Ratio, BYD P&C Insurance Turns Profitable in H1] According to the Q2 2025 solvency report recently disclosed by BYD P&C Insurance, in H1, BYD P&C Insurance achieved insurance business revenue of 1.398 billion yuan, surpassing the full-year level of 2024, with a net profit of 31.3459 million yuan. All car insurance premiums signed came from direct sales channels.

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