高工锂电·2025-09-02 09:58Battery - Tianqi Automation Engineering Co., Ltd. has signed a 10-year strategic cooperation framework agreement with Yiwei Lithium Energy to establish a closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration, enhancing the resilience of the industry chain and promoting sustainable development [2][3] - BYD's battery installation total for August reached 23.175 GWh, with a cumulative installation of approximately 180.051 GWh by August 2025. The production of new energy vehicles in August was 353,090 units, with a cumulative production of 2,808,015 units, reflecting a year-on-year growth of 21.04%. Sales for August were 373,626 units, with a cumulative sales figure of 2,863,876 units, showing a year-on-year increase of 23% [4] Materials - The lithium battery ternary precursor project in Tongling, Anhui, has entered full-line trial production, with a total planned investment of 10 billion yuan. The project aims to achieve an annual production of 20,000 tons of lithium-ion battery ternary precursor materials and 10,000 tons of cobalt oxide, with an expected annual output value of 3 billion to 4 billion yuan [6] Overseas - Indian company Ashok Leyland announced a significant investment in the development and manufacturing of next-generation batteries for automotive and non-automotive applications, totaling over 50 billion rupees (approximately 5.714 billion USD), aimed at establishing a localized battery supply chain in India [9] - The JSW Group in India is in discussions with several Chinese companies regarding electric vehicle battery projects, seeking expertise and technology for its lithium-ion battery project, with an initial target capacity of 10 GWh focused on battery energy storage systems [10] - The market share of South Korea's three major battery companies (LG Energy, SK On, and Samsung SDI) has decreased by 4.5 percentage points year-on-year to 16.7%, while China's CATL remains the largest market player with a global market share of 37.5% [10][11]