Sou Hu Cai Jing·2025-07-04 07:13Industry Overview - As of July 4, the price of battery-grade lithium carbonate is between 61,300 to 63,300 CNY per ton, with an average price of 62,300 CNY per ton, reflecting a week-on-week increase of 200 CNY per ton. Industrial-grade lithium carbonate is priced between 60,200 to 61,200 CNY per ton, with an average of 60,700 CNY per ton, also up by 200 CNY per ton week-on-week. The spot price of lithium carbonate continues to show a slight upward trend due to improved demand expectations for July and strong support from rigid demand [1] - The penetration rate of new energy vehicles (NEVs) in June is expected to reach a new high, with wholesale sales of NEV manufacturers estimated at 1.26 million units, a year-on-year increase of 29%. Cumulatively, from January to June, wholesale sales reached 6.47 million units, a year-on-year increase of 38% [6][5] - In May, the export value of automotive goods reached 20.67 billion USD, marking a year-on-year increase of 12.2%. The total import and export value of automotive goods for May was 25.06 billion USD, with imports valued at 4.38 billion USD and exports at 20.67 billion USD [5][6] Company Developments - XPeng Motors launched the new AI smart family SUV, XPeng G7, with a starting price of 195,800 CNY. The vehicle features advanced AI capabilities and is the world's first L3-level AI car, achieving 2250 TOPS of effective computing power [7] - GAC Group announced that its first model in collaboration with Huawei is expected to be launched in 2026, focusing on the high-end market segment priced around 300,000 CNY [8] - NIO's founder Li Bin stated that the company has achieved its strategic goal of self-developed chips, with the global first automotive-grade 5nm intelligent driving chip, Shenji NX9031, now being applied in several models [9] Policy and Market Trends - The Ministry of Commerce will enhance guidance on the export of used cars to promote healthy and orderly development in this sector. The export business for used cars was officially launched nationwide in February 2024 [4] - Jinan city has initiated its first round of automotive consumption subsidies for the second half of 2025, with a total subsidy amount of 12 million CNY available for individuals and enterprises purchasing non-operational passenger vehicles [4]