Battery Industry - Funeng Technology has received project designation from a leading domestic new energy commercial vehicle client, with the project expected to use a lithium iron phosphate battery solution starting in 2026 [2] - Nandu Power announced plans to launch semi-solid lithium battery products for civilian use in the second half of the year, focusing on battery swapping and vehicle distribution [3] - TBL New Energy's solid-state battery project has been selected for the National Key R&D Program, aiming to develop high energy density and long cycle life batteries for low-altitude aircraft applications [5] - The implementation of the new mandatory product certification rules for lithium-ion batteries and power banks has begun, prohibiting the production, import, and sale of non-compliant products [5] Material Supply - The first batch of recycled black powder raw materials for lithium-ion batteries has successfully cleared customs in Ningbo, marking a significant step in the management of imported materials [7] Overseas Developments - Wildcat Resources confirmed the economic viability of the Tabba-Tabba lithium mine project in Western Australia, with an internal rate of return of 26.6% and a tax-free cash flow projection of AUD 4.57 billion [9] - UK battery developer Harmony Energy plans to raise £300 million (approximately USD 400 million) to expand into emerging European markets, driven by increasing storage demand due to rising wind and solar energy generation [12]

Core Viewpoint - Nandu Power (300068) announced on August 15 that its civil lithium battery business focuses on battery swapping and vehicle distribution, collaborating with vehicle manufacturers and dealers for product promotion as new national standards are implemented, leading to higher safety performance requirements in the civil lithium battery sector [1] Group 1 - The company is primarily engaged in battery swapping and vehicle distribution for its civil lithium battery business [1] - Collaboration with vehicle manufacturers and dealers is a key strategy for product promotion [1] - The implementation of new national standards will increase safety performance requirements, resulting in a competitive environment [1] Group 2 - The company plans to launch semi-solid civil lithium battery products in the second half of the year [1]