A recent social media post claiming that new lithium battery capacity applications are no longer being approved has drawn significant attention, but official verification remains elusive.
The rumor, circulated by a self-media account called "极片Lab" on August 24, cited multiple industry insiders suggesting that approvals for new lithium battery production capacity in the second half of the year have essentially stalled, with minimal progress expected in the near term.
To verify these claims, a reporter reached out to China's Ministry of Industry and Information Technology (MIIT) on August 25. A staff member who answered the call stated that no related information could be found on the ministry's official website, effectively denying any publicly documented policy change.
The inquiry extended to several listed companies in the sector. Wuxi Lead Intelligent Equipment Co.,Ltd. (300450.SZ) dismissed the report, with a representative labeling it as "a rumor from May that is not true." Meanwhile, GCL TECH (03800.HK) stated that its relevant负责人 had "not received any such information," leaving the authenticity of the claims unconfirmed across industry players.
Comments