Lithium Batteries Become China's New Foreign Trade Calling Card, CATL Launched the Largest Buyback and Cancellation Plan in History, A Brief Analysis of the Value Revaluation Path from Resources to the Solid-State Revolution

English summary

### Lithium Batteries Become China's New Foreign Trade Calling Card, CATL Launched the Largest Buyback and Cancellation Plan in History, A Brief Analysis of the Value Revaluation Path from Resources to the Solid-State Revolution Time: 2026-07-29 16:45:35 Content: Recently, at the latest press conference of the State Council Information Office, it directly faced the false narrative of overseas so-called "overcapacity" and gave a strong response with solid foreign trade data: in the first half of this year, China's electric vehicle exports surged 68.7% year-on-year, and lithium battery exports also grew by 37.6%. The lithium battery industry has become the most valuable "new calling card" of China's foreign trade. Earlier, CATL announced the largest-ever buyback and cancellation plan on the A-share market, amounting to RMB 20-40 billion. Combined with an expected 5-10% month-on-month increase in industry production schedules in August and the VC additive price breaking through RMB 200,000/ton to a four-year high, the prosperity of the entire sector, from upstream lithium ore resources to the next-generation solid-state batteries, is continuously being realized. This article thoroughly sorts out the complete industrial logic of lithium batteries from the underground "chemical granary" to the ultimate solid-state revolution, covering all core tracks and representative targets, and clearly presents the current investment context of the lithium battery track. …