[9.9 Lithium Battery Express] Institutions Report Strong Demand for Power and ESS, Favoring the Allocation Value of the Lithium Battery Sector

[CATL's New Sodium Battery Passes New National Standard Certification]According to CATL, on September 5, CATL's new sodium battery passed the GB 38031-2025 "Safety Requirements for Traction Batteries for Electric Vehicles" (referred to as the "New National Standard") certification, becoming the world's first sodium-ion battery to pass the New National Standard certification. (Science and Technology Innovation Board Daily)

[New-Type Battery Charges in 12 Minutes for 800 km Driving Range]A research team from the Korea Advanced Institute of Science and Technology and LG Energy Solution overcame the long-standing dendrite problem in lithium metal batteries, significantly improving battery performance and EV driving range. Compared to the maximum range of less than 600 km for traditional lithium-ion batteries, the new-type battery only requires 12 minutes to charge to 70%, supports a single-charge driving range of 800 km, and has a total lifespan mileage exceeding 300,000 km. The related research results were published in the latest issue of the journal "Nature Energy". (Cailian Press)

[Dedicated Equipment Support Leads the Way, Solid-State Battery Industrialisation Accelerates]Positive news for the solid-state battery industry has been frequent. Since September, multiple A-share publicly listed firms including Zhuhai CosMX Battery, EVE, Lead Intelligent Equipment, and Gotion High-tech have intensively disclosed progress in the solid-state battery sector. As a cutting-edge technology with high safety and high energy density, solid-state batteries have long been regarded as an important solution to address NEV fire issues and alleviate driving range pressure for humanoid robots and low-altitude aircraft. Industry insiders stated that the solid-state battery industry is currently in a critical transition phase from laboratory verification to industrialisation. Policy and financial support from multiple parties are accelerating industrial implementation. However, currently, the environmental requirements for solid-state batteries remain relatively stringent, making application in daily scenarios still difficult, and mass production will still take time. (Cailian Press)

[Zhuhai CosMX Battery: Company's Semi-Solid-State Battery Has Begun Mass Production and Shipment, Actively R&Ding All-Solid-State Battery]Zhuhai CosMX Battery (688772.SH) stated in its investor relations activity record that the company's semi-solid-state battery has begun mass production and shipment, and has successively gained more customer recognition. Simultaneously, the company is actively collaborating with customers on the R&D of all-solid-state batteries to promote their future mass production and commercial application. In the ESS sector, the company selects high-quality customers and projects, seizing opportunities in high-quality household ESS battery business and domestic large-scale ESS system business. The company's ESS business hit bottom and rebounded in H1 2025, with orders improving both YoY and MoM. (Science and Technology Innovation Board Daily)

[Volkswagen AG CEO: US Tariff Hike Costs the Company Billions of Euros]Since the beginning of this year, the US has indiscriminately imposed tariffs under the pretext of reducing the trade deficit, causing damage to the global automotive industry. Volkswagen CEO Blume stated on September 8 that the US tariff hike has cost the company billions of euros. Obomu also noted that the future development of tariffs is crucial for the company. Like its competitors, Volkswagen is still waiting for the current US auto import tariff to be reduced from 27.5% to 15%. The high tariffs have particularly impacted the company's Porsche and Audi brands, which currently do not have production sites in the US. Obomu mentioned that Volkswagen is in discussions with the US government regarding tax breaks for planned investment projects, including a potential local production facility for Audi, with decisions expected to be finalised by year-end. [CITIC Securities: High Demand for Power and ESS, Positive Outlook for Lithium Battery Sector] CITIC Securities' research report points out that based on the H1 and Q2 2025 operating results of the battery and energy management industry chain, driven by the growth in domestic and overseas NEV sales and global ESS demand, the shipment end showed a notable performance, with most segments seeing revenue return to positive YoY growth in Q2. Industry capital expenditure has largely hit bottom, with a slight rebound in the YoY growth rate of "fixed assets + construction in progress" in Q2, and some supply-constrained segments have already started expanding capacity. On the profit side, sectors like batteries and anodes demonstrated good YoY and QoQ performance; material sector profits have hit bottom, and are expected to enter an upward channel due to the demand for high-end products driven by downstream battery technology iterations (solid-state, fast charging, etc.). Given China's significant comparative advantage in the global lithium battery industry chain and the gradual improvement in overseas layout, top-tier enterprises, through technological innovation and going global, are expected to further expand their market share and profitability. We remain optimistic about leading companies across all segments of the industry chain that have proven competitive advantages in technology, cost, and profitability. (Cailian Press) Related Reads: [BASF Shanshan Solid-State Battery Layout Focusing on Cathode Materials] [SMM Analysis] Policy Boost! Sectors Including Batteries, Energy Metals, and PV Equipment Surge, Polysilicon Futures Hit Record [SMM Hot Topic] Cobalt Product Prices Rise Collectively, Large-Scale Restocking Drives Up Cobalt Salt Prices, Is Peak Season Finally Here? [Weekly Observation] [SMM Analysis] Hydrometallurgy Recycling Market Saw MoM Increase in Salt Production in August Rise Over 5%! Overseas ESS Demand Explodes & Solid-State Battery Orders Surge, Battery Sector Soars [SMM Hot Topic] [SMM Analysis] Anode Material Production Showed QoQ Growth in August, Expected to Continue Rising in September Supported by Demand and Cost Inner Mongolia Assembles Academic and Industrial Forces to Tackle Solid-State Battery ESS Applications [SMM Analysis] Dutch Scientists Break Through Solid-State Battery Bottleneck, Discover Halide Electrolyte Characteristics [SMM Analysis] Targeting Small Power and Low-Altitude Economy, Anhui Volt Era's 10GWh Solid-State Battery Project Officially Launched [SMM Analysis] [SMM Analysis] China's LFP Material Production Rose 8.8% MoM in August Energy Metals, Batteries, and Solid-State Battery Sectors All See a Rise!