Battery - The first large-scale lithium-sodium hybrid energy storage station in China, the Baocai Energy Storage Station, has been put into operation in Yunnan, with a capacity of 400 MWh and an annual electricity adjustment capacity of 580 million kWh, equivalent to the annual electricity consumption of 270,000 households, with a green electricity ratio of 98% [3] - The EU's battery supply chain due diligence and carbon footprint reporting have been postponed due to global raw material supply chain adjustments and insufficient third-party investigation agencies, providing a buffer period for Chinese lithium battery companies exporting to Europe [4] - Haishida signed a cooperation agreement for a 2.5 GWh cylindrical power battery production base project in Malaysia, which is expected to be completed in six months and officially put into production in the third quarter of 2025, aiming to meet the demand in Southeast Asia and other global markets [6] Materials - Lithium carbonate futures have fallen below 60,000 yuan/ton, with a decline of 2.54%, marking a historical low and a cumulative drop of over 70% since listing [8] - Zhongke Electric has disclosed progress on hard carbon and silicon-carbon anode materials, with hard carbon anode products entering mass production with leading industry clients, and silicon-carbon anode materials being developed for solid-state and traditional lithium-ion batteries [10][11] - The Democratic Republic of the Congo is optimistic about reaching an agreement with the U.S. by the end of June to secure investments in key minerals while aiming to end the long-standing conflict supported by Rwanda in the eastern region [12]

Core Viewpoint - The signing of the cooperation agreement for the 2.5GWh cylindrical power battery production base project in Malaysia marks a significant step in the company's "win-win, dual-track" strategy, aiming to enhance the local new energy economy and attract upstream and downstream enterprises to Malaysia [1]. Group 1 - The cooperation agreement was signed between the company and the owner unit WH during the signing ceremony on May 20, emphasizing the principles of future-oriented, complementary advantages, mutual benefit, and common development [1]. - The construction of the Malaysia factory is planned to be completed within six months, with equipment installation and debugging expected to be finished by the third quarter of 2025, making it the company's first overseas factory to achieve mass production [1]. - The products from the Malaysia factory will not only meet the demand in Southeast Asia but will also extend to important global markets such as Europe and North America, showcasing the company's strong supply capability in the global new energy sector [1]. Group 2 - The company aims to deepen its focus on the new energy sector and accelerate its global layout, reinforcing its leading position in the lithium battery "capacity going abroad" track [1]. - The strategic goal of "win-win, dual-track" will drive the company to enhance its international competitiveness and influence, injecting strong momentum into the improvement of its global industrial layout [1].