Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has launched a three-month special campaign to address online chaos in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious defamation [1][2]. Group 1: Key Issues Addressed - Illegal profit-making issues include creating false images and videos, fabricating stories, and maliciously interpreting sales fluctuations to gain online traffic and commercial benefits [1]. - Exaggerated and false advertising involves misleading promotions regarding the performance, functionality, quality, and sales status of vehicles and batteries, deceiving consumers [1]. - Malicious defamation targets competitors by attacking automotive companies or products, tarnishing reputations, and filing malicious complaints [1]. Group 2: Implementation Measures - The campaign will involve self-inspections by companies, open reporting channels, and in-depth analysis of problem clues, with a focus on quickly addressing online chaos [2]. - A rapid response mechanism will be established to legally shut down and publicly expose media accounts involved in online chaos within the automotive sector [2]. - Local departments are required to enhance organization, leadership, and coordination, while network platforms must conduct self-checks and strengthen control over malicious online activities [2].

国内新闻 8月我国动力电池装车量62.5GWh 同比增长32.4% 9月11日，中国汽车动力电池产业创新联盟发布2025年8月动力电池月度信息。8月，我国动力电池装车量62.5GWh，环比增 长11.9%，同比增长32.4%。其中三元电池装车量10.9GWh，占总装车量17.5%，环比下降0.1%，同比下降10.0%；磷酸铁锂电池 装车量51.6GWh，占总装车量82.5%，环比增长14.8%，同比增长47.3%。1-8月，我国动力电池累计装车量417.9GWh,累计同比增 长43.1%。 湖南"新三样"出口大幅增长 据长沙海关发布，前8个月，湖南省出口机电产品1222.5亿元，增长3.1%，占全省出口总额的57.4%。其中，工程机械、汽 车（包括底盘）、打火机出口分别增长3.1%、16.2%、27.9%；以电动汽车、锂离子电池为代表的"新三样"产品出口126.9亿元， 增长77.8%。 上海市商务委：汽车置换更新补贴政策增加新车注册登记地要求 近日，上海市商务委发布消息称，《2025年上海市进一步支持汽车置换更新补贴政策实施细则》（沪商市场〔2025〕112 号）已完成最新修订，此次调整对补贴申领条件作出进 ...

这些数据充分展示了我国汽车产业所具有的较强国际竞争力。这样的竞争力，不仅体现于市场规模优 势，更反映出在核心技术、产业链协同和品牌影响力方面的突破，标志着我国正从以量取胜的汽车大国 向以技术标准和品牌引领的汽车强国加速迈进。 据工信部9月10日消息，六部门将联合开展为期3个月的汽车行业网络乱象专项整治行动，集中整治非法 牟利、夸大和虚假宣传、恶意诋毁攻击等网络乱象。专项行动明确，对于汽车行业网络水军、"黑公 关""黑嘴"及"饭圈"粉丝等行为，要深挖网络乱象背后的相关方，依法打击惩治。 众所周知，作为支柱产业，汽车的产业链具有链条长、关联度高、技术密集和全球化布局等特点，涵盖 研发、制造、销售和后市场等多个环节，涉及钢铁、机械、电子化工等众多行业，能带动一国就业，促 进技术创新和出口增长，并推动相关产业链协同发展。 最新数据显示，今年1至8月份，我国汽车产销量分别完成2105.1万辆和2112.8万辆，同比分别增长 12.7%和12.6%。其中，新能源汽车产销量分别完成962.5万辆和962万辆，同比分别增长37.3%和 36.7%，新能源汽车新车销量达到汽车新车总销量的45.5%。 在出口方面，1至8月份，汽 ...

Core Viewpoint - The Ministry of Industry and Information Technology and five other departments have launched a three-month campaign to rectify online chaos in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious defamation [1][2]. Group 1: Background and Context - The campaign aims to address rampant issues in the automotive sector, particularly in the new energy vehicle industry, where false information and negative narratives are prevalent [1][2]. - Recent legal actions highlight the severity of the problem, with a media outlet ordered to pay 2.0187 million yuan for spreading false information about a car company [1]. Group 2: Objectives and Actions - The initiative seeks to create a fair competitive environment by targeting various online misconducts, including illegal profit-making and malicious attacks [3]. - The campaign is expected to deter illegal activities and promote a healthy competitive mechanism within the industry [3]. Group 3: Future Directions - The campaign is just the beginning, with a focus on long-term solutions that include enhancing platform responsibilities, improving information review processes, and encouraging user participation in oversight [3]. - The ultimate goal is to shift the competition in the automotive industry back to technology, quality, and service, rather than negative tactics [3].

Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - Lithium mica extraction of lithium has changed from a contraction to an expansion expectation, which is expected to stimulate bearish sentiment in the market, and the futures price may be weak in the short term [3] Group 3: Summary of Related Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 73,450 yuan, down 1,150 yuan; the average price of SMM industrial - grade lithium carbonate is 71,200 yuan, down 1,150 yuan [1] - The closing prices of lithium carbonate futures contracts 2509, 2510, 2511, 2512, and 2601 are 70,300 yuan (-5.33%), 70,560 yuan (-5.29%), 70,720 yuan (-4.87%), 70,880 yuan (-4.37%), and 70,800 yuan (-4.81%) respectively [1] Lithium Ore - The price of spodumene concentrate (CIF China) is 849 yuan, down 30 yuan; the price of lithium mica (Li₂O: 1.5% - 2.0%) is 1,115 yuan, down 42.5 yuan; the price of lithium mica (Li₂O: 2.0% - 2.5%) is 1,815 yuan, down 50 yuan; the price of amblygonite (Li₂O: 6% - 7%) is 6,000 yuan, down 350 yuan; the price of amblygonite (Li₂O: 7% - 8%) is 7,050 yuan, down 300 yuan [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,620 yuan, down 275 yuan; the average price of ternary material 811 (polycrystalline/power type) is 145,900 yuan; the average price of ternary material 523 (single - crystal/power type) is 118,750 yuan, down 125 yuan; the average price of ternary material 613 (single - crystal/power type) is 123,550 yuan, down 75 yuan [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2,250 yuan; the spread between battery - grade lithium carbonate and the main contract is 2,730 yuan, up 1,030 yuan; the spread between the near - month and the first - continuous contract is - 160 yuan, up 20 yuan; the spread between the near - month and the second - continuous contract is - 320 yuan, down 160 yuan [2] Inventory - The total weekly inventory is 140,092 tons, down 1,044 tons; the weekly inventory of smelters is 39,475 tons, down 3,861 tons; the weekly inventory of downstream is 55,207 tons, up 2,407 tons; the weekly inventory of others is 45,410 tons, up 410 tons; the daily registered warehouse receipts are 38,101 tons [2] Profit Estimation - The cash cost of purchasing spodumene concentrate externally is 73,889 yuan, and the profit is - 1,507 yuan; the cash cost of purchasing lithium mica concentrate externally is 77,715 yuan, and the profit is - 7,321 yuan [3] Industry News - Ningde Times' subsidiary is promoting the resumption of production of the Shixiawo lithium mine and aims to complete the resumption in November this year [3] - Six departments jointly issued a notice to carry out a three - month special rectification action on network chaos in the automotive industry [3]

Core Viewpoint - The company has identified malicious online activities aimed at defaming its brand and products, which disrupt market order and harm consumer rights [2]. Group 1: Malicious Activities - Certain online technology companies have been found to operate 332 accounts across 13 MCN institutions, spreading false information to damage the company's product quality and operational status [2]. - Multiple MCN institutions controlled by a technology center and an equipment company have fabricated complaints about the yet-to-be-released Li Auto i6 model, claiming issues such as call line congestion and significant drops in monthly sales [2]. - Self-media accounts like "Cao Chun's Electric Car" and "Da Linzi Loves Charging" have been publishing defamatory content against the company, distorting facts and misleading the public [2]. Group 2: Legal Actions - The company has gathered evidence and plans to pursue legal actions, including criminal reports, administrative complaints, and civil lawsuits against the perpetrators [2]. - The company emphasizes its openness to genuine and objective criticism while firmly opposing malicious defamation and online violence [2]. Group 3: Industry Cooperation - The company will continue to cooperate with six departments, including the Ministry of Industry and Information Technology, to address online chaos in the automotive industry and promote a healthy public opinion environment for the new energy vehicle market [2].

Core Viewpoint - The company has identified malicious online campaigns aimed at defaming its brand and products, which disrupt market order and harm consumer rights [1]. Group 1: Malicious Activities - A network technology company operates 13 MCN institutions with 332 accounts that spread false information to damage the company's product quality and operational status [1]. - Specific false claims about the upcoming Li Auto i6 model include fabricated complaints about customer service, exaggerated sales declines, and misleading pricing information [1]. - Certain self-media accounts have been identified as consistently publishing defamatory content against the company, distorting facts and misleading the public [1]. Group 2: Legal Actions - The company has gathered evidence and plans to pursue legal actions, including criminal reports, administrative complaints, and civil lawsuits against the perpetrators [1]. - The company emphasizes its commitment to welcome genuine and objective criticism while resisting malicious attacks and online violence [1]. Group 3: Industry Cooperation - The company will continue to cooperate with the Ministry of Industry and Information Technology and other departments to address online chaos in the automotive industry, aiming to create a healthier public opinion environment for the new energy vehicle market [1].

曹开阳 面对这样的局面，之前车企之间很多时候是通过"友好交流"的方式进行斡旋，而也有车企勇敢地站出 来，通过法律手段捍卫自身权益。例如，8月30日，江淮汽车法务官方微博发布声明称，近期多个网络 账号多次发布文章（含视频），传播涉及江淮汽车的不实信息，误导社会公众，损害江淮汽车形象，江 淮汽车已依法开展维权，坚决维护自身合法权益；9月4日，针对部分自媒体及其关联MCN机构的恶意 抹黑行为，比亚迪新闻打假办公室官方微博发文称，比亚迪已正式提起诉讼，要求公开道歉并索赔300 万元。显然，车企不约而同地拿起法律武器进行维权，确是苦"黑嘴"久矣，这也为本次六部门联手整 治"黑嘴"搭好了背景板。 近年来，中国大力扶持、推进国产汽车特别是新能源汽车产业的发展，一方面是为了突破西方车企森严 的专利壁垒，实现"弯道超车"，另一方面更是基于能源安全等多方面考虑，而布下的重要棋子。回顾世 界经济发展的轨迹，无论是哪个国家，其对于重要的支柱型产业，都无一例外要营造良好的舆论环境， 构建良好的产业生态，以利于产业的健康发展。笔者认为，本次六部门联手整治"黑嘴"，其苦心亦如 是。 重拳之下，期待立竿见影，让正在快速发展的中国汽车产业能够 ...

格隆汇9月11日｜理想汽车积极响应工信部等六部门发布的《关于开展汽车行业网络乱象专项整治行动 的通知》。理想汽车表示，针对MCN机构及旗下账号通过搬运洗稿、批量炮制虚假信息等方式，恶意 诋毁理想汽车产品质量及经营状况，针对尚未上市的理想i6车型捏造投诉占线、月销量腰斩、价格低廉 等不实信息，抹黑理想i6车型市场表现，破坏市场环境等行为已进行查证。 ...

Core Viewpoint - The Chinese government has initiated a three-month special campaign to address online irregularities in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious attacks against competitors [1][2][3]. Group 1: Illegal Profit-Making - The campaign targets illegal profit-making activities, including the creation of false images and videos, fabricating stories, and spreading negative topics about automotive companies to gain online traffic and commercial benefits [1]. - Tactics such as using "news supervision" and "public opinion supervision" to extract commercial benefits or extort companies for "protection fees" are also under scrutiny [1]. - The use of advanced technologies like generative AI to create new forms of "internet water armies" for producing false content is highlighted as a significant concern [1]. Group 2: Exaggerated and False Advertising - The campaign aims to combat exaggerated and misleading advertising regarding the performance, functionality, quality, and sales status of vehicles and batteries, which misleads consumers [2]. - Automotive companies are accused of manipulating evaluation accounts to conduct false or non-standard assessments and selectively disclosing sales data [2]. - The use of industry events and online marketing to create and hype topics that negatively impact the industry and society is also addressed [2]. Group 3: Malicious Attacks - The initiative seeks to curb malicious attacks aimed at discrediting competitors, including orchestrated campaigns to spread false information and incite public sentiment against rival companies [3]. - The involvement of organized "internet water armies," "black public relations," and fan groups in disseminating negative information is a key focus [3]. - The campaign emphasizes the need for companies to conduct self-examinations and report irregularities, with a commitment to legally punish those involved in these activities [3]. Group 4: Implementation and Coordination - Various government departments are tasked with strengthening organization and coordination to ensure the effectiveness of the campaign [4]. - Online platforms are required to conduct self-checks and improve their ability to identify and manage deceptive practices, including those using generative AI [4]. - Industry associations are encouraged to promote self-regulation, while automotive companies must actively resist and report online irregularities [4].