Tech Brief (Jan. 14): China to Release Rules on EV Battery Recycling

Published: Jan. 14, 2026 6:37 p.m. GMT+8

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China to Release Rules on EV Battery Recycling

The National Development and Reform Commission plans to issue management measures for the comprehensive utilization of new-energy vehicle power batteries, deputy head Zhou Haibing said at a briefing on Tuesday. Part of a broader solid waste action plan, the initiative will also revise industry guidelines to restrict and eliminate backward processing technologies.

U.S. Relaxes Nvidia H200 Export Curbs to China

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China plans new rules for EV battery recycling and tighter industry guidelines; US will allow Nvidia H200 chip sales to China and Macao with case-by-case reviews starting Jan. 15.
Luxshare seeks to cancel its India asset purchase from Wingtech due to government seizure; XPeng's flying car unit is preparing for a Hong Kong IPO.
GigaDevice surged 37.5% on its Hong Kong debut; TCL Technology projects 169–191% net profit growth in 2025.

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Who’s Who

Nvidia Corp.: The US has relaxed export controls on Nvidia Corp.'s advanced H200 chips for sale to mainland China and Macao. This policy shift, effective January 15, moves from a "presumption of denial" to a case-by-case review process, allowing for the potential sale of these chips.

Luxshare Precision Industry Co. Ltd.: Luxshare Precision Industry Co. Ltd. (立讯精密工业股份有限公司), an Apple supplier, is attempting to cancel its acquisition of Indian manufacturing facilities from Wingtech Technology Co. Ltd. This is due to a government seizure of the properties, making ownership transfer impossible.

Apple Inc.: Luxshare Precision Industry Co. Ltd., a key supplier to Apple Inc., has initiated arbitration to cancel its acquisition of Indian manufacturing facilities from Wingtech Technology Co. Ltd. This action stems from a government seizure of the properties, making ownership transfer impossible.

Wingtech Technology Co. Ltd.: Wingtech Technology Co. Ltd. is currently facing significant challenges. Luxshare Precision Industry Co. Ltd. is attempting to cancel its acquisition of Wingtech's Indian manufacturing facilities due to a government seizure preventing ownership transfer. This comes as Wingtech is already dealing with U.S. trade restrictions and a legal battle over its Dutch chip unit, Nexperia.

Nexperia: Nexperia is a Dutch chip unit of Wingtech Technology Co. Ltd. It is currently facing an escalating legal fight over its control, alongside its parent company grappling with U.S. trade restrictions.

XPeng Inc.: XPeng Inc.'s flying car unit, Aridge (formerly AeroHT), is reportedly planning an IPO in Hong Kong. This move aims to leverage Hong Kong's revived IPO market for potentially better valuations and financing, after initially considering a Nasdaq listing. The listing would gauge investor interest in China's "low-altitude economy" as Aridge targets mass production of its flying vehicle by 2026.

Aridge: Aridge, previously AeroHT, is the flying car division of XPeng Inc. It is reportedly preparing for an initial public offering in Hong Kong, moving away from an initial plan for a U.S. Nasdaq listing. This shift aims to capitalize on Hong Kong's revived IPO market, which offers better valuation prospects and financial certainty. Aridge is targeting mass production of its dual-mode flying vehicle by 2026.

GigaDevice Semiconductor Inc.: GigaDevice Semiconductor Inc. saw a strong Hong Kong debut, with its stock closing up 37.5% from its offering price. This secondary listing makes it the second mainland Chinese company this year to list in Hong Kong, fueled by rising investor interest in memory chipmakers due to the AI-driven tech rally. The company's market capitalization reached HK$155.2 billion.

TCL Technology Group Corp.: TCL Technology Group Corp. (000100.SZ) projects a significant net profit increase for 2025, ranging from 169% to 191% year-on-year, reaching 4.21 billion yuan to 4.55 billion yuan. Its display panel subsidiary exceeded 100 billion yuan in revenue and 8 billion yuan in net profit.

TCL China Star Optoelectronics Technology Co. Ltd.: TCL China Star Optoelectronics Technology Co. Ltd. is the display panel subsidiary of TCL Technology Group Corp. In 2025, it reported revenues exceeding 100 billion yuan and net profits surpassing 8 billion yuan.

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