Tesla Opens Supercharger Network to Non-Tesla Vehicles

【Domestic Dynamics: Sunwoda 50,000-Ton Battery Recycling Phase I Begins Production】 Tengzhou Sunwoda's Phase I lithium-ion battery recycling project has commenced full production in 2026. Spanning 200 acres, the facility fills a critical downstream gap in the regional new energy supply chain. ​Operating on a closed-loop model, its 1.1-km automated line can process 50,000 tons of waste batteries annually—equivalent to recycling 60,000 EVs. ​The highly automated line integrates dismantling, pyrolysis, crushing, and restoration, achieving a 98.5% core element recovery rate to produce high-value black mass. ​By converting waste into lithium, nickel, and cobalt, the project resolves local material shortages and enhances regional supply chain security.

The Shenzhen 15th Five-Year Plan outline proposes accelerating the construction of a world-class new energy storage industry center, promoting the entire "generation-grid-load-storage" chain. Meanwhile, Shenzhen will expand its local NEV manufacturing scale, aiming for strategic emerging industry added value to top RMB 2.3 trillion by 2030.

The NDRC and NEA officially issued a multi-user direct green power connection policy, expanding the consumption model from "one-to-one" to "one-to-many." This makes C&I energy storage a regulatory necessity. Driven by this policy, market enthusiasm for new energy and storage supply chains rose, boosting relevant ETFs and stocks like CATL and Sungrow.