【9.16 Lithium Battery Express】17 Automakers Actively Respond to CAAM's Accounts Payable Initiative

[CAAM: Firmly Supports MOFCOM's Anti-Discrimination Investigation]CAAM issued a statement on September 13, 2025, in response to the Ministry of Commerce's announcement of initiating an anti-dumping investigation into certain analog chips imported from the US and launching an anti-discrimination investigation regarding US measures in the integrated circuit sector against China. CAAM expressed high concern and firmly supports the Ministry of Commerce in taking necessary measures in accordance with the law. The technological advancement and sustainable development of the automotive industry, in particular, require an open, fair, and non-discriminatory international market environment. CAAM calls on domestic and overseas enterprises to continue strengthening technological innovation and industry chain collaboration, deepen open cooperation in areas such as electrification and intelligence, and jointly promote the green, safe, and high-quality development of the global automotive industry. CAAM will actively support and cooperate with the investigation by the authorities, resolutely safeguarding fair trade and the legitimate rights and interests of the industry. (Cailian Press)

[17 Automakers Actively Respond to CAAM's Accounts Payable Initiative]CAAM released the "Initiative on Payment Standards for Automobile Whole Vehicle Enterprises to Suppliers." On the same day, 17 major automakers, including FAW, Dongfeng, Changan, SAIC, BAIC, GAC, JAC, Seres, Chery, Geely, Great Wall, BYD, Li Auto, NIO, Leap Motor, XPeng, and Xiaomi Auto, expressed their commitment to actively implement the initiative, building a collaborative and win-win development ecosystem between "whole vehicles and parts" to promote the high-quality development of the automotive industry.

[Lopal: Signs LFP Cathode Material Procurement Agreement with CATL, Total Contract Value Exceeds 6 Billion Yuan]Lopal (603906.SH) announced that its controlled subsidiary, Lithium Source (Asia-Pacific), signed an LFP Cathode Material Procurement Agreement with CATL. It is expected that from Q2 2026 to 2031, a total of 157,500 mt of LFP cathode materials meeting the agreed specifications will be sold to CATL's overseas factories, with a total contract value exceeding 6 billion yuan. This agreement, related to daily operations, helps the company establish long-term stable relationships with downstream partners and seize the overseas market ahead of others. However, the agreement is only an intent agreement, and specific sales volumes, amounts, and revenue are uncertain. (Cailian Press)

[Canmax: Sulphide Lithium Products Sampled with Positive Feedback, Pushing for Volume Sampling]Canmax stated on an interactive platform that the company is engaged in the R&D and industrialisation of sulphide lithium materials, a core raw material for sulphide solid-state electrolytes. Samples have been provided to multiple customers with positive feedback, and the process is now focused on further promoting volume sampling. ((Cailian She)

[Xu Yanhua: Solid-State Battery, with Its Higher Safety, Higher Energy Density, and Longer Cycle Life, Has Become the Main Focus Globally in the Post-Lithium Battery Era] Dong Yang, Chairman of the China Automotive Power Battery Industry Innovation Alliance, and Xu Yanhua, Secretary General, were invited to attend the 21st China Automotive Industry Development (TEDA) International Forum. Xu Yanhua stated that power battery technology plays a crucial role in promoting the development of NEVs. Solid-state batteries, with their characteristics of higher safety, higher energy density, and longer cycle life, have become the main focus globally in the post-lithium battery era. (Cailian She)

[US Reduces Import Tariffs on Japanese Cars] According to CCTV News, the Trump administration announced that import tariffs on Japanese cars will be reduced to 15%, effective from 00:01 Eastern Time on the 16th (13:01 Japan Time on the 16th). (Cailian She)