9月11日，智通财经获悉，其全资子公司宜春时代新能源资源有限公司在9月9日召开的"宜春时代枧下窝 锂矿复产工作会议"上作出多项会议决策。 包括将枧下窝锂矿停产后，调配已应援到电池厂的第一批原矿区员工尽快召回，第二批员工停止应援调 配；梳理采矿、选矿、冶炼环节，拉通供应公司、检查生产设备，确保复产时一切就绪；做好启动前安 全检查，重做安全联锁测试，保证复工复产安全；复产后尽快实现满负荷生产；同步对接龙蟠科技、天 新能华两家冶炼合作方，要求其做好复产准备工作；预计复产后，碳酸锂将供过于求，要做好降本工 作，采矿、选矿、冶炼全流程执行降本计划，确保在碳酸锂低价区间，仍能保持成本竞争力。 ...

其全资子公司宜春时代新能源资源有限公司在9月9日召开的"宜春时代枧下窝锂矿复产工作会议"上作出 多项会议决策。 包括将枧下窝锂矿停产后，调配已应援到电池厂的第一批原矿区员工尽快召回，第二 批员工停止应援调配；梳理采矿、选矿、冶炼环节，拉通供应公司、检查生产设备，确保复产时一切就 绪；做好启动前安全检查，重做安全联锁测试，保证复工复产安全；复产后尽快实现满负荷生产；同步 对接龙蟠科技、天新能华两家冶炼合作方，要求其做好复产准备工作；预计复产后，碳酸锂将供过于 求，要做好降本工作，采矿、选矿、冶炼全流程执行降本计划，确保在碳酸锂低价区间，仍能保持成本 竞争力。（智通财经） ...

Group 1 - Mercedes-Benz plans to sell its approximately $346 million (about 2.47 billion RMB) stake in Nissan, leading to a significant drop in Nissan's stock price by about 6%, the largest decline since early July [1] - Nissan reported a loss of 79.1 billion yen (approximately 3.83 billion RMB) in the first quarter of fiscal year 2025, marking the fourth consecutive quarter of losses [1][3] - The sale of Nissan shares is not considered strategically important by Mercedes-Benz, which aims to clean up its investment portfolio [1] Group 2 - Under the new CEO Ivan Espinosa, Nissan has launched a cost-cutting plan called "Re:Nissan" to restore profitability and achieve positive free cash flow by fiscal year 2026 [3] - In the first fiscal quarter, Nissan achieved global sales of 707,000 units and consolidated net revenue of 2.7 trillion yen (approximately 130.71 billion RMB), with operating losses significantly lower than the previously forecasted 200 billion yen (approximately 9.68 billion RMB) [3] - Nissan has made progress in reducing fixed and variable costs, saving over 30 billion yen (approximately 1.45 billion RMB) in the first fiscal quarter alone [3] Group 3 - Nissan's new vehicle deliveries decreased by approximately 10.2% year-on-year in the first fiscal quarter, with sales declines observed in major markets including North America and Japan [4] - The company faces challenges in brand rebuilding and market restructuring amid global cost-cutting efforts, with some key models entering a replacement window [4] - The penetration rate of Nissan's new energy vehicles, based on pure electric and e-Power technology, has not yet reached stable growth levels in key markets like China and the U.S. [4]

Core Viewpoint - Daimler Trucks plans to cut approximately 5,000 jobs in Germany over the next five years as part of a strategy to relocate truck production to more cost-effective countries [1][3] Group 1: Job Cuts and Restructuring - The job cuts will reduce the workforce at the German headquarters and administrative departments by 20% and sales personnel by 15% [3] - The layoffs will be achieved through natural attrition, expanded early retirement options, and targeted severance packages [3] - The company aims to improve efficiency, reduce complexity, and balance investments in diesel and zero-emission technologies to achieve higher profitability targets [3] Group 2: Financial Goals and Performance - Daimler's goal is to achieve an adjusted sales return of over 12% for its industrial business by 2030, up from 8.9% last year [3] - The company targets an annual revenue growth rate of 3%-5% by 2030, driven by defense business, increased sales of zero-emission vehicles in Europe, growth in the Indian market, and high-margin service business [3] - Daimler plans to raise its profit margin expectations for North American trucks from 9%-12% to 10%-14% by 2030 [3] Group 3: Market Challenges - The European truck manufacturing sector is facing collective challenges, with Daimler being the best-performing among the three major European truck manufacturers [4] - In Q1, Daimler's revenue was €13.3 billion (approximately ¥111.86 billion), remaining stable compared to the previous year, while its adjusted EBIT increased by 4% [5] - The European commercial vehicle market is experiencing a decline, with registrations of heavy commercial vehicles dropping by 16% year-on-year in Q1 2025 [5][6] Group 4: External Factors - Stricter emission regulations and environmental requirements are leading to a decline in demand for traditional fuel trucks [6] - The implementation of U.S. steel tariffs has increased cost pressures on global automakers, with Volvo reporting significant cost increases due to punitive tariffs [6] - The combination of declining domestic market demand, rising costs from tariffs, and geopolitical instability presents significant challenges for European truck manufacturers [6]