Battery - Shanghai Xiba has completed the design and short-term testing of the first generation high-energy soft-pack solid-state lithium-ion battery, achieving an energy density of 340Wh/kg, exceeding the target of 320Wh/kg [3] - The battery supports a 5C high discharge rate and shows less than 15% capacity degradation at -20℃, making it suitable for eVTOL applications, with a theoretical range of 250-300 kilometers for a 2-ton eVTOL [3] - Guoxuan High-Tech has supplied over 52,000 battery systems for Chery's hybrid and extended-range vehicles in the first half of 2025, covering multiple key models [4] - Ganfeng Lithium has developed a 304Ah square shell lithium iron phosphate solid-state energy storage cell with a cycle life exceeding 4,000 times, demonstrating superior safety and low-temperature performance compared to liquid batteries [6] Materials - A super-large lithium mine has been discovered in Hunan Province, with a reported lithium ore volume of 490 million tons and lithium oxide resources of 1.31 million tons, along with other strategic minerals [10] Overseas - U.S. President Trump announced plans to impose a unified tariff of 15% or 20% on nearly all remaining trade partners that have not yet received tariff notices, starting from August 1 [12]