Tesla's order in China halved in May * Ningde Times led the "13th five-year Plan" national key R & D plan energy storage project successfully passed the acceptance

Publicado: Jun 4, 2021 10:54

[Ningde Times led the 13th five-year Plan energy storage project successfully passed acceptance] recently, the Industrial Development Promotion Center of the Ministry of Industry and Information Technology organized a meeting in Ningde to conduct a comprehensive performance evaluation on the national key R & D plan "Intelligent Electroweb Technology and equipment" key special project "Development and Application of 100MWh scale Energy Storage Technology for Lithium Battery" led by Ningde Times. The project has conquered the core technology of 12000 ultra-long cycle life and high safety special energy storage batteries, and mastered the system integration technologies such as unified regulation and battery energy management of large-scale energy storage power stations. The relevant achievements have been successfully applied to Fujian Jinjiang 30MW/108MWh energy storage power station and become a new benchmark for 100 megawatt-hour energy storage power stations in the world.

[Guotai Junan: optimistic about the potential of the VR/AR and cars to become new popular styles in the 5G era] Guotai Junan said that downstream demand will set sail again, and the new scene may become a traffic flashpoint. The capital expenditure of overseas cloud manufacturers increased by 45.1% compared with the same period last year, and the overall investment attitude is more optimistic. Cloud giants Amazon, Google, Microsoft, Facebok and other cloud giants are mainly invested in operations and infrastructure businesses. With the revival of the domestic telecom market, the fixed-line PON module is ushering in the peak season, and 5G bidding may be restarted. It is expected that the bidding may be carried out at the end of the second quarter, and large-scale shipments and construction may be mainly in the third quarter. The coming new phase of bidding will determine the scale, pattern, price and other uncertain factors, resulting in a boost of marginal reversal. In addition, 5G applications continue to brew, and 5G application scenarios with high economic benefits are expected to gradually fall to the ground, in which we are optimistic about the potential of VR/AR and cars to become new popular styles in the 5G era.

[German car market is still sluggish. New car registrations are lower than in previous years.] according to the latest data released by Germany's Federal Motor Transport Agency, although the country's car market is slowly recovering, it is still depressed compared with pre-epidemic levels. Among the new cars registered, the proportion of electric vehicles continues to increase. Figures show that in May this year, the number of newly registered cars in Germany was only 230635. Although it still increased by about 37% compared with May 2020. But at that time, the automobile industry was badly hit by the epidemic, dealers were forced to close down, production was also subject to many restrictions, and sales fell sharply.

[Tesla's orders in China halved in May] internal data show that Tesla's car orders in China fell by nearly half in May compared with April. The electric car pioneer has encountered public outcry and government criticism in handling consumer complaints. Overall, the development of these events has cast doubt on Tesla's vaunted position and success in the world's largest electric car market. Tesla's monthly net orders in China fell from more than 18000 in April to about 9800 in May, according to people familiar with the matter. The sharp fall in share prices reflects a huge shift in Chinese consumers' appetite for Tesla. Even weekly orders have so far shown no signs of recovery, the person said.

[Tesla will purchase more than $1 billion of battery raw materials from Australia every year] according to foreign media reports, Tesla said that in view of Australia's reliable mining industry and responsible production technology, the company will allocate more than $1 billion a year to purchase battery raw materials in Australia. "We expect our annual spending on the Australian mining industry to increase to more than $1 billion in the next few years," Tesla Chairman Robyn Denholm said at an Australian Mining Commission event on June 2.

Rich Lithium Battery Project Reserve Wachovia New Materials subsidiary has been granted two new patents! On June 3, 300586.SZ announced that Guangdong Meilian Separator Co., Ltd., a subsidiary of the company, recently received two invention patent notices issued by the State intellectual property Office on "a lithium battery separator containing highly stripped ultra-fine modified fillers and its preparation method and application" and "an SiO2-PS core-shell structure ceramic coating separator and its preparation method and application" respectively.

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