SMM Daily Review: Lithium Carbonate Spot Prices Fell Sharply on September 28

Liqi Intelligent announced that the company previously disclosed its intention to sign an Investment Cooperation Agreement with Wuxi Wanshanhu Industrial Development Co., Ltd. to invest in the construction of the Liqi lithium battery equipment intelligent manufacturing production site and R&D center project; on September 21, 2026, the company officially signed the agreement, with a total project investment of 2 billion yuan, and the main content of the agreement is consistent with the previous disclosure.

On the morning of September 28, the Comprehensive Deepening Reforms Commission of the Guangdong Provincial Party Committee held a meeting. The meeting emphasized the need to highlight application orientation and demand-driven approaches, promote the integrated development of artificial intelligence and the real economy, focus on consolidating the foundation of "machines," strengthening the advantages of "electronics," and deepening the guidance of "intelligence." It called for focusing on fields such as electronic information, NEVs, and high-end equipment, fully leveraging the demonstration and leading role of industry leaders, vigorously developing the new-type integrated electromechanical industry, and accelerating efforts to build "AI + robotics" into a high-tech, high-growth, large-scale industrial cluster. It also stressed the need to focus on important areas and key links in AI innovation applications, accelerate reform breakthroughs, strive to innovate scenario application mechanisms, concentrate on building a number of scenario display platforms, work intensively to optimize the innovation ecosystem, strengthen the supply of production factors, continuously improve regulatory systems and mechanisms, and firmly uphold the bottom line of safety to promote the high-quality development of artificial intelligence.

According to Shaanxi Release, recently, at the Shaanxi Hydrogen Energy Quality Technology Innovation Base, the first-of-its-kind 100 kW-class integrated system for "wind/solar - hydrogen production - hydrogen storage - hydrogen release - power generation" in China, developed by Xi'an 1908 New Energy Technology Co., Ltd., was officially delivered to XJ Group under China Electrical Equipment Group. The system tightly integrates renewable green electricity with hydrogen energy for the first time, enabling large-scale hydrogen production, long-duration solid-state hydrogen storage, and continuous controllable hydrogen release, and is matched with 300 kW fuel cell power generation. Featuring fully skid-mounted design, automatic feeding, and sustainable driving range, it can provide integrated green hydrogen power solutions for zero-carbon parks and zero-carbon factories. This is an important breakthrough in the coupled skid-mounted integrated application of "green electricity - green hydrogen - green energy," filling a gap in China's solid-state hydrogen storage and multi-energy coupling application fields.