Policy and Regulation - The Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology jointly launched a special governance action for vehicle transport vehicles, effective from July 2025 to December 2025, focusing on strict market access management for new vehicles [2] - The action aims to increase the cost of violations, pushing the industry towards transformation and upgrading, with a strategy of "source blockage + process control + severe punishment" to eliminate illegal vehicle transport practices [3] - The Ministry of Industry and Information Technology, National Development and Reform Commission, and State Administration for Market Regulation held a meeting to further regulate the competitive order in the new energy vehicle industry, emphasizing price monitoring and shortening supplier payment terms [4][5] Industry Developments - The Ministry of Industry and Information Technology will issue an implementation plan for the digital transformation of the automotive industry, aimed at enhancing supply capacity and optimizing the development environment [6][7] - The adjustment of the "China Prohibited Export and Restricted Export Technology Catalog" includes the addition of battery cathode material preparation technology, reflecting a precise control approach to maintain national security [8][9] - China has made significant progress in establishing international standards for intelligent connected vehicles, with the release of standards for electromagnetic interference resistance and autonomous driving system testing [10][11] Domestic News - The China Insurance Industry Association issued a risk warning regarding illegal "traffic safety pooling," clarifying that it is not insurance and any external sales are illegal [12] - In the first half of the year, over 5.28 million vehicles were recalled in China, indicating a robust regulatory environment and a potential shift towards a comprehensive regulatory system for defect prevention and rapid response [13] - The Ministry of Public Security stated that current "smart driving" systems in vehicles do not achieve full autonomous driving, emphasizing the need for regulatory management to prevent safety risks [14] Corporate Movements - China Changan Automobile Group was established in Chongqing, marking a new phase in the central enterprise automotive group landscape in China [29][30] - Li Auto's i8 crash test video sparked public controversy regarding vehicle safety and testing authenticity, highlighting the scrutiny faced by new energy vehicle companies [31][32] - SAIC received a demonstration operation license for intelligent connected vehicles, promoting the commercialization of L4-level autonomous driving technology [33][34] - BYD announced a significant profit distribution plan, reflecting confidence in future growth [35][36] - NIO completed the construction of a nationwide battery swap network, enhancing convenience for electric vehicle users [37][38] - Huawei's newly published patent for an auxiliary driving method aims to improve driver awareness and reduce blind spots [39][40]

Core Viewpoint - The U.S. government has allowed the export of the H20 chip to China, but Chinese companies, including ByteDance, have shown little interest in purchasing it, indicating that China may have developed equivalent AI chips on its own [1][4][6]. Group 1: U.S.-China Chip Trade Dynamics - The U.S. aims to keep China dependent on lower-tier chips to delay its advancements in the semiconductor industry [6]. - The U.S. government is perceived to be using the H20 chip as a means to control China's technological progress, while China has likely developed its own competitive chips [6][10]. Group 2: China's Response to Export Controls - China has included battery cathode material preparation technology in its export control list, reflecting its dominance in this area, controlling 90% of global production capacity [6][7]. - The adjustment of China's export control list indicates a strategic move to protect its technological advancements and maintain its competitive edge [7]. Group 3: Evolving Trade Strategies - The ongoing trade tensions have led to a situation where both countries are employing export controls, blurring the lines of who is sanctioning whom [8][10]. - The U.S. is gradually shifting from a strategy of mutual sanctions to a more open approach, recognizing that China has become increasingly self-sufficient in key technology sectors [8][10].

Core Viewpoint - The article discusses China's recent adjustments to its export control regulations, particularly in response to the ongoing trade tensions with the United States and the European Union, indicating a strategic shift to strengthen its position in the global market [1][4]. Group 1: Export Control Adjustments - The Ministry of Commerce and the Ministry of Science and Technology in China released a new "Catalog of Technologies Prohibited and Restricted from Export," which includes new restrictions on battery cathode material preparation technology and modifications to existing restrictions on non-ferrous metal metallurgy technology [1][4]. - A clear distinction has been made regarding technologies that are prohibited from export and those that are restricted, which require permission for export [4]. Group 2: Strategic Implications - China's adjustments signal its readiness for a prolonged trade conflict, as the U.S. and Western countries have faced significant impacts from China's export controls, leading to a preliminary trade framework agreement between China and the U.S. [5]. - The necessity for China to prepare for a comprehensive trade agreement with the U.S. is emphasized, as many details remain to be negotiated, and external pressures from the U.S. on other countries to isolate China could pose risks [7][9]. Group 3: Diplomatic Efforts - China's Foreign Minister Wang Yi has been actively visiting Europe and ASEAN countries, which are crucial trade partners, to strengthen alliances amid the trade tensions [9]. - Despite the EU's initial response to the U.S. tariffs, it is anticipated that they may ultimately compromise, while China is encouraged to pursue one-on-one cooperation with individual EU member states [10]. Group 4: Strategic Resource Management - By tightening export controls on battery technology, China aims to leverage its position in negotiations with Europe, particularly in the electric vehicle sector, while also countering Western supply chain restructuring efforts [12]. - The article highlights the potential vulnerability of the U.S. and Europe regarding lithium resources, suggesting that China's technology export restrictions could undermine the so-called "critical mineral alliance" [12].

Group 1 - The adjustment of the "Directory" aims to align with China's technological development and improve technology trade management, ensuring national economic security and development interests while promoting international economic and technological cooperation [2] - The "Directory" has been revised multiple times since its initial release in 2001, with the latest adjustments reflecting changes in technology and trade dynamics [2] Group 2 - Three technology items were deleted, one new item was added, and one item was modified in the latest adjustment, including the removal of traditional Chinese architectural technology and the addition of battery cathode material preparation technology [3] - The newly added restricted technology includes preparation techniques for lithium iron phosphate, lithium manganese iron phosphate, and phosphate-based cathode raw materials, which are increasingly applied in sensitive areas [3] - The modification of the restricted technology item includes the addition of five control points related to lithium extraction from spodumene and adjustments to gallium extraction technology [4] Group 3 - Technology export management requires compliance with regulations, where prohibited technologies cannot be exported, restricted technologies require licensing, and free export technologies are subject to contract registration [5] - The Ministry of Commerce will optimize management measures and improve export licensing and contract registration processes, providing more public service products to guide enterprises in compliance [5] - The "Directory" will continue to be dynamically adjusted based on technological developments and management practices [5]

Core Viewpoint - The Ministry of Commerce and the Ministry of Science and Technology of China have adjusted the "Catalog of Technologies Prohibited and Restricted from Export," which includes the deletion, addition, and modification of specific technology items to promote global sharing and development in the construction and battery materials sectors [1]. Summary by Sections Deletions - Three technology items have been deleted from the catalog, including one prohibited technology related to traditional Chinese architectural techniques and two restricted technologies concerning building environment control, facilitating the global sharing of Chinese architectural technology achievements [1]. Additions - One new restricted technology item has been added, specifically concerning the preparation technology for battery cathode materials. This includes three control points: preparation technology for lithium iron phosphate, preparation technology for lithium manganese iron phosphate, and preparation technology for phosphate-based cathode raw materials. This addition aims to better coordinate development and safety in sensitive fields [1]. Modifications - One restricted technology item has been modified, specifically in the area of non-ferrous metal metallurgy technology. Five new control points have been added, including lithium extraction from spodumene to produce lithium carbonate, lithium hydroxide, and lithium metal (alloy) preparation technologies, as well as lithium extraction from brine and lithium purification liquid preparation technologies. The control points for gallium extraction technology have also been revised, reflecting changes in technological development [1].

Core Viewpoint - The Ministry of Commerce, in collaboration with the Ministry of Science and Technology, has adjusted the "Catalog of Technologies Prohibited and Restricted from Exporting," aiming to facilitate the global sharing of China's architectural technology and enhance the development of the industry [1] Group 1: Adjustments to the Catalog - Three technology items have been deleted from the prohibited category, including one traditional Chinese architectural technology and two restricted items related to building environment control [1] - One new restricted technology item has been added, specifically focusing on battery cathode material preparation technology, which includes three control points: preparation technology for lithium iron phosphate, lithium manganese iron phosphate, and phosphate-based cathode raw materials [1] - One restricted technology item has been modified, particularly in the area of non-ferrous metal metallurgy technology, which now includes five new control points related to lithium extraction and processing technologies [1]