上述协议有效期为 10 年，自签署之日起生效。 比亚迪 8 月电池装机总量 天奇股份与亿纬锂能达成 10 年合作协议 9 月 2 日，天奇自动化工程股份有限公司披露与亿纬锂能签订战略合作框架协议，双方拟共同构建锂电池"制造 - 应用 - 逆向回收 - 再生利用"全 链条闭环体系，通过强化回收网络布局、高效分选与再生利用等逆向供应链环节，共同构建锂电池全生命周期绿色价值链闭环，提升产业链韧性，引 领行业绿色可持续发展。 ◆ 电池 ◆ 23.175GWh 比亚迪 8 月产销快报显示，公司 2025 年 8 月新能源汽车动力电池及储能电池装机总量约为 23.175GWh ， 2025 年累计装机总量约为 180.051GWh 。其中，新能源汽车 8 月产量为 353090 辆，累计产量 2808015 辆，累计同比增长 21.04% ；销量为 373626 辆，累计销量 2863876 ，累计同比增长 23% 。 ◆ 材料 ◆ 安徽锂电三元正极前驱体项目试产 该项目计划总投资 100 亿元，是中国有色集团厦门钨业在安徽铜陵投资布局的首个项目。项目一期于 2023 年 3 月开工建设，今年 5 月开始产品 试生产，目 ...

Group 1: Company News - China Shipbuilding announced that the A-shares of China Heavy Industry will be delisted on September 5, 2023, due to voluntary termination of listing, and will not enter the delisting transition period [4] - Guizhou Moutai's controlling shareholder increased its stake by 67,821 shares on September 1, 2023, representing 0.0054% of the total share capital, with an investment amount of 100 million yuan [4] - BYD reported August sales of 373,600 new energy vehicles, slightly up from 373,100 units in the same month last year [3] - SAIC Motor's August vehicle sales reached 363,400 units, a year-on-year increase of 41.04% [3] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [3] - China FAW sold 277,800 vehicles in August, up 3.7% year-on-year [4] - Beijing Electric Vehicle Co., a subsidiary of BAIC Blue Valley, reported sales of 13,500 vehicles in August, a year-on-year increase of 3.47% [4] - Industrial Fulian announced a share buyback of 7.6974 million shares, accounting for 0.04% of the total share capital, with a total expenditure of 147 million yuan [4] - Su Dawei plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., with an estimated total valuation of the target company not exceeding 1 billion yuan [5] - Tianqi Co. signed a strategic cooperation framework agreement with EVE Energy to build a closed-loop system for lithium battery lifecycle management [5] - Yonghui Supermarket adjusted its fundraising plan for 2025, reducing the total amount from 3.992 billion yuan to 3.114 billion yuan [5] Group 2: Industry News - The Shanghai Futures Exchange will expand the trading scope for qualified foreign institutional investors starting September 10, 2023, adding several commodity futures and options contracts [1] - The China Banking Association reported that by the end of 2024, there will be 67 financial leasing companies with total assets and leasing assets reaching 4.58 trillion yuan and 4.38 trillion yuan, respectively, reflecting year-on-year growth of 9.65% and 10.24% [1][2] - The biopharmaceutical market in China has become the second largest globally, with approximately 30% of the world's innovative drugs under research [2]

Core Viewpoint - The strategic cooperation agreement between Tianqi Co., Ltd. and Huizhou EVE Energy Co., Ltd. aims to establish a comprehensive closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration, promoting sustainable development in the lithium battery industry [1] Group 1: Strategic Cooperation - The agreement is based on a shared consensus for low-carbon and sustainable development in the global lithium battery industry, focusing on resource sharing, technological collaboration, and market interaction [1] - Both companies will work together to create a global reverse supply chain system for lithium batteries, emphasizing a differentiated pricing mechanism for recycled materials to enhance market recognition of their green value [1] Group 2: Global Expansion and Market Position - The company is actively implementing a global strategy for lithium battery recycling, with established networks and crushing capacities in regions such as Japan, South Korea, Southeast Asia, and Europe, expecting a significant increase in the proportion of overseas recycled battery waste by the second half of 2025 [1] - The cooperation is expected to enhance the company's long-term market share in the global lithium recycling sector, especially in light of the EU's new battery regulations and the domestic policy changes regarding the import of recycled black powder [1]

Core Viewpoint - Tianqi Co., Ltd. has signed a strategic cooperation framework agreement with Huizhou EVE Energy Co., Ltd. to establish a closed-loop system for lithium battery manufacturing, application, reverse recycling, and regeneration [1] Group 1: Strategic Cooperation - The agreement aims to jointly build a comprehensive closed-loop system for the entire lifecycle of lithium batteries [1] - The collaboration focuses on enhancing the recycling network layout, efficient sorting, and regeneration processes within the reverse supply chain [1] Group 2: Industry Impact - The initiative is expected to improve the resilience of the industry chain and lead the green sustainable development of the sector [1]