July 24, 2026 01:41 PM GMT Greater China Materials | Asia Pacific Morgan Stanley Asia Limited+ Demand Tracker – July 24 Industrial goods production/sales: Per CPCA, retail NEV sales totaled 485k units for July 1-19, down 4% YoY and down 6% MoM. According to the Ministry of Transport, China will allocate Rmb22bn to support the retirement and replacement of aging commercial trucks in 2026. Sichuan Tianhua Times Lithium Energy suspends 53kt per annum battery-grade lithium carbonate line for maintenance, expect ...