B[Eight departments including the State Administration for Market Regulation jointly issued a pilot plan to create a "strong engine of quality" for industrial upgrading] On October 16, eight departments including the State Administration for Market Regulation, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the Ministry of Water Resources, the Ministry of Agriculture and Rural Affairs, the State-owned Assets Supervision and Administration Commission of the State Council, the National Energy Administration, and the Civil Aviation Administration of China officially issued the "Pilot Work Plan for Inspection and Testing to Promote Industrial Optimization and Upgrading", marking a new stage for China's inspection and testing service industry to move from "single point breakthrough" to "system empowerment". The "Plan" closely follows the dual strategies of "strengthening the country with quality" and "expanding capacity and improving quality of the service industry", with the concept of "innovation-driven, transformation, collaborative linkage, and integrated development", focusing on industrial blockades and difficulties, and deploying three core efforts: First, tackle key technologies and activate the "new engine" of industrial upgrading. Focus on bottlenecks such as "cannot detect, cannot detect accurately, cannot detect quickly", strengthen core technology research and forward-looking reserves; deepen digital intelligence integration and green and low-carbon transformation, and improve full-chain service capabilities such as carbon footprint and water ecology;
Accelerate the mutual recognition of international qualifications to help advantageous industries such as photovoltaics and lithium batteries overcome trade barriers; accurately empower, specialize, specialize and other high-quality enterprises to gradually cultivate, create regional characteristic industrial clusters, and promote the county economy to leap from "having" to "excellent". The second is to achieve full-chain collaboration and forge the "resilience" of key industries. In view of the revitalization of traditional industries, the growth of emerging industries, and the cultivation of future industries, inspection and testing institutions are encouraged to be deeply embedded in the supply chain of chain owners, and improve the consistency and reliability of products throughout the chain through joint verification of upstream and downstream, mutual recognition of data, and research on common issues. Promote the extension of inspection and testing to the entire R&D and manufacturing chain, effectively improve the overall collaborative efficiency and risk resistance of the industrial chain, and realize the deep integration of advanced manufacturing and modern service industries. The third is to strengthen departmental coordination and build a "big pattern" of joint efforts and joint management. This pilot is jointly organized by eight departments to open up the application channels for industries, central enterprises and local governments, and implement voluntary declaration and independent implementation.
Various departments will coordinate the layout of the national quality inspection center, the construction of quality infrastructure systems, and policy resources in areas such as ecology and energy, and work together to resolutely put an end to formalism and ensure that the pilot results truly serve the optimization of industrial layout.
This coordinated linkage between the eight departments is a profound change in inspection and testing from "behind-the-scenes control" to "front-stage empowerment". The pilot application will be launched in November 2026, using the high-end inspection and digital transformation as a lever to accelerate the formation of new quality productivity. The "Plan" and the ongoing "two-wheel drive" of the National Quality Inspection Center's three-year action for quality improvement and optimization form a policy synergy that will accelerate the construction of a modern quality support system with clear positioning, advanced technology, and efficient services. A[GEM Index fell more than 1%] On October 16, the index weakened. The GEM Index fell more than 1%, the Shanghai Stock Exchange Index fell 0.45%, and the Shenzhen Component Index fell 0.60%. PCB, short drama, games, securities, lithium batteries and other directions were among the top losers, with nearly 2,600 stocks falling in Shanghai, Shenzhen and Beijing. B[From January to September, domestic power battery installed capacity was 576.3GWh, a year-on-year increase of 16.7%] On October 15, data released by the China Automotive Power Battery Industry Innovation Alliance showed that in September, domestic power battery installed capacity was 87.2GWh, a month-on-month increase of 10.4%, and a year-on-year increase of 14.7%. Among them, the installed volume of ternary batteries was 12.3GWh, accounting for 14.1% of the total installed volume, an increase of 11.7% month-on-month, and a year-on-year decrease of 10.9%; the installed volume of lithium iron phosphate batteries was 74.5GWh, accounting for 85.5% of the total installed volume, an increase of 10.3% month-on-month, and a year-on-year increase of 19.9%. From January to September, the domestic power battery installed volume was 576.3GWh, a year-on-year increase of 16.7%. Among them, the installed volume of ternary batteries was 97.9GWh, accounting for 17.0% of the total installed volume, a year-on-year increase of 7.3%; the installed volume of lithium iron phosphate batteries was 477.2GWh, accounting for 82.8% of the total installed volume, a year-on-year increase of 18.5%. B[In the first three quarters, the export of green products such as electric vehicles, lithium batteries, wind turbines and parts and components increased by 72.3%, 36.4% and 22.4% respectively] October 14th, according to customs statistics, in the first three quarters, China's equipment manufacturing industry played a prominent leading role, contributing nearly 90% of the export increase, and intermediate products accounted for more than half of the total export value, effectively playing the role of a "stabilizing anchor" for the global production and supply chain. Export products are moving towards smart and green products. The export of integrated circuits increased by 99.1%. The export of green products such as electric vehicles, lithium batteries, wind turbines and parts and components increased by 72.3%, 36.4% and 22.4% respectively. B[The battery industry chain fluctuated and rose, Enjie Co., Ltd. and Veken Technology both hit the daily limit] On October 14th, the battery industry chain fluctuated and rose, with Enjie Co., Ltd. and Veken Technology both hitting the daily limit, followed by Lingpai Technology, Tianhong Lithium, Zizhu Hi-Tech, and Liwang shares. On the news, Enjie Shares announced that Enjie Shares will achieve a net profit attributable to the parent company of approximately 1.54 billion to 2.05 billion yuan in the first three quarters of 2026, a significant turnaround in losses. B[Enjie Shares: Estimated net profit in the first three quarters is 1.54 billion yuan to 2.05 billion yuan] On October 13, Enjie Shares (002812.SZ) announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 is expected to be 1.54 billion yuan to 2.05 billion yuan, turning losses into profits year-on-year. The performance changes are mainly due to the rising prosperity of the lithium battery separator industry, the optimization of the supply and demand pattern, the stabilization and rebound of product prices, the company's capacity utilization rate remaining high, the significant growth in product sales, the increase in the proportion of high-gross profit products, the significant improvement in gross profit margin, and the continued enhancement of profitability. Xiaocai Note: The company’s Q3 net profit is expected to be 720 million to 1.23 billion, and Q2 net profit is 560 million. Based on this calculation, Q3 net profit is expected to increase by 28% to 119% month-on-month. B[The price of lithium carbonate has reached a new low in the new year. The industry expects that the market will still fluctuate in the short term] News on October 13. As of the afternoon closing of October 12, the lithium carbonate futures 2701 contract fell 11.79% to close at 104,680 yuan/ton, falling below the 110,000 yuan mark and refreshing the low in the new year. Compared with the high point of over 200,000 yuan/ton in mid-May this year, the contract has almost been cut in half in less than half a year. In terms of the spot market, according to data from Shanghai Steel Federation, the market price range of high-quality lithium carbonate on October 9 was between 120,500 yuan/ton and 122,000 yuan/ton, the market price range of battery-grade lithium carbonate was between 118,500 yuan/ton and 122,000 yuan/ton, and the market price range of industrial-grade lithium carbonate was between 116,500 yuan/ton and 120,000 yuan/ton. The industry expects that the lithium carbonate market will still operate in a volatile manner in the short term and needs to pay attention to new fundamentals and macro variables. However, given that the market is still in the rhythm of rapid destocking, if the basis continues to strengthen and the supply disturbances in Africa, Jiangxi and other places at the end of the year bring about a supply and demand mismatch, lithium prices are expected to stabilize and rebound. The demand expectation itself is both difficult to confirm and falsify, and it is difficult to revise this part of the expectation, which will lead to a highly limited price. However, if negative feedback occurs, the price of lithium carbonate will continue to fall. (Securities Times) B[Dow launches VOLTRICELL battery material platform for next-generation battery technology] On October 12, Dow announced the launch of VOLTRICELL battery material platform, which aims to optimize the battery manufacturing process and improve battery performance. It is suitable for existing batteries as well as emerging technologies such as sodium-ion batteries, silicon anode batteries, and solid-state batteries. The platform integrates binders, dispersants, rheology modifiers, surfactants and specialty additives, covering applications such as electrodes, separators, coatings and cell packaging. Dow said this is the company's first materials platform specifically designed to support the electrochemical performance inside the cell. In addition, the company will also display related materials for battery fire protection at the 2026 North American Battery Show. B[The "15th Five-Year Plan for Railway Science and Technology Innovation" is issued: Research and develop high-power, low-energy hybrid locomotives and more efficient and intelligent heavy-haul railway equipment] On October 12, the State Railway Administration issued the "15th Five-Year Plan for Railway Science and Technology Innovation". It pointed out that the upgrade of green intelligent equipment should be promoted. Develop high-power, low-energy hybrid locomotives and more efficient and intelligent heavy-haul railway equipment, and build a technical standard system for the international market. Develop a new generation of trucks, a series of freight equipment with a speed of 120 to 200 kilometers per hour, cold chain transport containers such as lightweight refrigerated boxes and lithium battery transport boxes, as well as new tank containers and other transport equipment, and develop gauge-adaptive railway trucks. Improve the intercity and urban (suburban) equipment and technology system, promote the upgrade of internal combustion multiple units with a speed of 120 to 160 kilometers per hour, develop centralized power multiple units with a speed of 200 to 250 kilometers per hour, and develop a new generation of passenger cars and tourist trains. Develop flexible multi-source access power supply systems, high-strength, high-conductivity and wear-resistant cables, and complete sets of intelligent and highly reliable traction power supply equipment to build a new green and intelligent power supply model. Accelerate the technological innovation and application of integrated train dispatching and general-speed train control systems. A[October 9th Daily Limit Analysis] On October 9th, a total of 69 stocks in the market reached their daily limit today, 12 stocks were listed, 14 stocks failed to be closed, and the closing rate was 83% (excluding ST shares and delisted stocks). In terms of focus stocks, Xinhua Media, which was merged and reorganized, had 9 consecutive boards, Xinhua Wenxuan had 7 boards in 10 days, PCB concept stock Aohong Electronics had 9 boards in 15 days, and lithium battery sector Times Wanheng had 5 consecutive boards. A[Review: The three major indexes bottomed out and rebounded and collectively closed in the red, and the film and television media sector broke out] On October 9th, the market bottomed out and rebounded in the afternoon, and the three major indexes collectively turned red. The GEM index once fell by more than 3%. The turnover of the Shanghai and Shenzhen stock markets was 1.9 trillion, 218.4 billion higher than the previous trading day. More than 3,200 stocks across the market rose. On the market, hot spots are rotating rapidly, and the film and television and media sectors continue to rise. Chinese Online, Shanghai Movies, Longban Media, Jishi Media, Mango Super Media, New Classics, and Zhangyue Technology are at daily limit; the lithium battery concept is strong in the market, Times Wanheng has 5 consecutive boards, and Zizhu Hi-Tech has 4 consecutive boards. Board, leading Pai Technology 2 consecutive boards, Jinyuan shares daily limit; agricultural Jinjian Rice Industry, Wanxiang Denong, Dunhuang Seed Industry daily limit; large consumer Guofang Group, Baida Group, Liren Lizhuang daily limit; organic silicon concept is active, Chenguang New Materials daily limit, Dongyue Silicon Material 20CM daily limit. In terms of decline, the wind power equipment sector fluctuated and fell, Daikin Heavy Industry fell to the limit, Haili Wind Power, Tianshun Wind Energy, etc. fell one after another; the PCB concept weakened, and Jinan Guoji closed the limit. As of the close, the Shanghai Stock Exchange Index rose 0.05%, the Shenzhen Component Index rose 0.17%, and the ChiNext Index rose 0.22%. A[Afternoon Commentary: The GEM index fell 2.61% and fell below 3,000 points. The lithium battery concept bucked the trend and strengthened] On October 9, the market fell collectively in early trading, and the GEM index fell below 3,000 points. The half-day turnover of the Shanghai and Shenzhen stock markets was 1.17 trillion, 62.8 billion higher than the previous trading day. More than 4,300 stocks across the market fell. On the market, the lithium battery concept bucked the trend and strengthened during the session, with Liwang Co., Ltd. having a 30CM double board, Times Wanheng having a 5-way board, Zizhu Hi-tech having a 4-way board, Lingpai Technology having a 2-way board, Tianci Materials and Jinyuan shares rising to their daily limit; agricultural Jinjian Rice Industry and Wanxiang Denong rising to their daily limit; large consumers Guofang Group and Liren Lizhuang trading at their daily limit; silicone concepts were active, M&G New Materials rising to their daily limit, and Dongyue Silicon Materials rising to their daily limit 20CM. In terms of decline, the concept of computing power hardware collectively weakened, with MLCC and PCB leading the decline. Yunzhong Technology, China Ceramics Materials, and Fangbang Shares fell by more than 10%, and Huazheng New Materials and Jinan Guoji fell by the limit. As of the close, the Shanghai Stock Exchange Index fell 1.21%, the Shenzhen Component Index fell 2.09%, and the ChiNext Index fell 2.61%. A[Lithium battery concept continues to rise, Tianci Materials and other stocks have reached daily limit] On October 9th, lithium battery concept continued to rise during the session, with Tianci Materials and Jinyuan shares hitting the daily limit. Previously, Times Wanheng had five consecutive boards, Longpan Technology, Zizhu Hi-Tech, Corun, Xiongtao shares and other stocks hit the daily limit, and Liwang and Keheng shares rose by more than 10%. In terms of news, according to the latest research on the industry chain, six battery sample companies planned to schedule a total of 214.6GWh in October, a 57% year-on-year increase and a month-on-month increase of 4%. The year-on-year growth rates of positive electrode, negative electrode and electrolyte production are close to or exceeding 48%. B[The concept of solid-state batteries has repeatedly strengthened, Zizhu Hi-Tech 4-connected board] On October 9th, the concept of solid-state batteries has repeatedly strengthened, with Zizhu Hi-Tech 4-connected board, Fengyuan Shares, Longpan Technology, Keheng Shares, Haike Xinyuan, Menguli, etc. following the rise. According to the news, the "15th Five-Year Plan for the Development of the New Battery Industry" jointly issued by seven departments including the Ministry of Industry and Information Technology: The plan proposes that by 2030, all-solid-state batteries will initially achieve large-scale application and the cycle life of long-life lithium batteries will reach 15,000 times. The plan will continue to carry out the construction of lithium battery standard systems and promote the development of standards in key areas such as all-solid-state batteries and sodium batteries.
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