锂电行业周刊：锂电出口管制措施暂停一年实施，企业加快海外布局

Key Policies - The Chinese Ministry of Commerce announced a one-year suspension of export control measures on lithium batteries and related materials, originally set to take effect on November 8 [5][6] - The U.S. will also suspend the implementation of its export control measures for a year, including the 50% penetration rule announced on September 29 [3][4] Key Events - Samsung SDI has partnered with BMW Group and Solid Power to develop a solid-state battery validation project, aiming to enhance energy density and safety [7][8] - A solid-state battery project in Xinjiang, with an investment of 1.8 billion yuan, is nearing completion, expected to produce over 100 million battery cells annually [9] - The first batch of sodium-ion automotive batteries from Tianjing Star has been exported to Nigeria, marking a significant milestone for sodium-ion technology in the northern region of China [20][21] Key Companies - Envision AESC has commenced construction of a smart lithium battery production base in Yichang, with a total investment of 242 billion yuan, aiming for an annual capacity of 40 GWh [22][26] - A joint venture between Sanyou Chemical and Beijing Zhongke Haina aims to develop a sodium-ion battery industry chain in Tangshan, with an initial investment of 2.7 billion yuan [12][14] - CATL has acquired a 12.95% stake in Tianhua New Energy for 2.635 billion yuan, enhancing its supply chain capabilities in lithium salt production [40][41]