CATL(SZ:300750) Tai Mei Ti A P P·2025-09-15 08:57Policy - The "Nuclear Energy Law" has been officially promulgated, effective from January 15, 2026, marking China's first fundamental law in the nuclear energy sector, encouraging controlled nuclear fusion research and technology development [2] - The draft of the Ecological Environment Code's third part has been submitted for review, focusing on general principles, ecological protection, and green low-carbon development [3] - The "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a new energy storage capacity of over 180 million kilowatts by 2027, with direct project investments of approximately 250 billion yuan [4] - A notification was issued to improve pricing mechanisms for nearby consumption of renewable energy, requiring that renewable energy self-consumption should account for at least 60% of total available generation [5] - The "Chengyu Hydrogen Corridor Construction Plan" is being developed to connect logistics hubs and promote large-scale freight demonstration projects in the Chengdu-Chongqing area [6] - Fujian Province has launched an action plan for comprehensive green transformation of economic and social development, aiming for significant progress by 2030 and a mature green low-carbon circular economy by 2035 [8] Events - The third round of the fourth batch of central ecological and environmental protection inspections has been completed, revealing issues such as blind approval of high-pollution projects and inadequate ecological protection in sensitive areas [9] - CATL plans to resume production at its Yichun lithium mine, which was previously shut down due to mining rights issues, with progress on mining rights expected to be faster than market predictions [10] - Goldwind Technology announced plans to invest in a wind power hydrogen and methanol integration project in Inner Mongolia, with a total investment of approximately 18.92 billion yuan [11] - A report indicates that China is expected to reach its power carbon peak by 2025, contingent on achieving specific renewable energy installation targets by 2030 [12] - The China Hydrogen Price Index has been officially released, marking a significant step in the market-oriented development of the hydrogen energy industry [13]