[CATL Zeng Yuqun: Batteries That Are Not Zero-Carbon Will Be Phased Out by the Times]

[Focus on Supply Chain Collaboration: CATL Unveils Its 2035 Full Value Chain Carbon Neutrality Action Plan] On August 17, at the 2026 CATL Core Operations Carbon Neutrality Release Conference, Huang Bin, Director of CATL’s Procurement Center and Director of the Planning and Materials Control Department, stated that more than 80% of carbon emissions across the full life cycle of lithium batteries come from various stages of the supply chain. In the next phase, CATL’s goal is to achieve full value chain carbon neutrality—from mineral resources to finished batteries—by 2035. To achieve this goal, the key lies in coordinated efforts across the supply chain. From accurately accounting for carbon footprints through the entire process of targeted emissions reduction, CATL broke down the objectives in detail and formulated specific action plans.

[Kedali: Most Production Sites Are Currently Operating at Near Full Capacity; Positive Momentum Is Expected to Continue in H2] On August 14, Kedali stated at an earnings briefing that the company performed well in H1. In light of client delivery plans, most production sites are currently operating at near full capacity, and the positive momentum is expected to continue in H2. Looking ahead to next year, the outlook for the lithium battery industry remains optimistic and is expected to drive the continued release of demand for precision structural components.

[MIIT Minister Li Lecheng Surveys Salt Lake Industry and Industrial Green, Low-Carbon Development] Recently, Li Lecheng, Secretary of the Party Leadership Group and Minister of the Ministry of Industry and Information Technology, visited Qinghai, Gansu, and Ningxia to survey the salt lake industry and industrial green, low-carbon development. In Golmud City, Qinghai, Li Lecheng inspected Qinghai Salt Lake Magnesium Industry, Potash Fertilizer, and Lithium Battery companies, reviewing production conditions of integrated magnesium metal, potash fertilizer, and lithium chemicals projects. He stressed the importance of scientifically planning the salt lake industry's development strategy, strengthening policy support and resource guarantees, enhancing enterprise competitiveness, promoting resource integration and industrial synergy, tackling core technologies in salt lake resource development, and improving the efficiency and deep processing levels of potassium, lithium, magnesium, and other resources to build distinctive and competitive industry chains.