Group 1: Battery Industry Developments - BHP has signed preliminary cooperation agreements with CATL and BYD to promote electrification in global mining operations, focusing on battery systems for heavy mining equipment and railway locomotives, as well as building fast-charging infrastructure [2][3] - ExxonMobil's 10GWh energy storage battery project is progressing, with construction expected to complete by the end of the year, aiming for an annual production value exceeding 6 billion yuan once fully operational [4][6] - Honeycomb Energy's global power battery installation volume increased by 110% year-on-year in the first half of 2025, with overseas shipments accounting for 30% of total sales [7][8] Group 2: Material Prices - The price of battery-grade lithium carbonate has risen for nine consecutive days, reaching 64,700 yuan per ton, marking a significant increase of 2,100 yuan over the past five days and 3,990 yuan over the past month [9][10] Group 3: Equipment Innovations - GAC Aion has applied for a patent related to solid-state battery manufacturing technology, which addresses issues of internal short circuits in solid-state batteries during application [11][12] Group 4: International Policies - The UK government is introducing new measures to promote electric vehicle sales, including a £63 million investment in charging infrastructure and a £2.5 billion fund to assist manufacturers in transitioning to zero-emission vehicles [13][14]
每日速递 | 必和必拓携手比亚迪、宁德时代推进电动化转型