Analyze the impact of China's new consumption tax policy on lithium batteries, which will be implemented from September 1, 2026 at 2% and increase to 4% in 2027. Focus on: 1) industry consolidation trends, 2) technological development of alternative battery types like sodium and solid-state batteries, 3) cost pressure on low-price EV segment, and 4) survival challenges for small-to-medium battery manufacturers. Provide strategic recommendations for different stakeholders in the battery supply chain.