[Ganfeng Lithium Industry: invest 8.4 billion yuan to build an annual 15GWh new lithium battery project] Ganfeng Lithium Industry announced on Aug. 5 that the company agreed to invest 8.4 billion yuan in Jiangxi Ganfeng Lithium Technology Co., Ltd. to build an annual 15GWh new lithium battery project. Among them, 3 billion yuan was invested in Jiangxi Xinyu High-tech Industrial Development Zone to build an annual 5GWh new lithium battery project, and the project company with a new independent legal body in Chongqing Liangjiang New area invested 5.4 billion yuan to build an annual 10GWh new lithium battery science and technology industrial park and advanced battery research institute project.
[Anzhong shares: plans to acquire Jiangxi Lithium Mine assets] the company announced that the company signed an equity acquisition intention agreement with Qiang Qiang Investment and other parties to acquire no less than 51% stake in Jiangxi Tongan with its own funds. Jiangxi Tongan holds 70% of Jiangxi Dingxing Mining and 49% of Jiangxi Xingli. Dingxing Mining also holds a 51% stake in Jiangxi Xingli. As of August 5, 2021, Dingxing Mining holds a total of 6 porcelain clay mining rights, with cumulative identified resource reserves (332-333) totaling about 60 million tons. After the completion of this transaction, the project is expected to mine about 1.35 million tons of raw ore, produce about 900000 tons of potassium albite powder, about 300000 tons of lithium concentrate, and equivalent to about 23000 tons of lithium carbonate.
From 100000 yuan / ton at the beginning of the year to 400000 yuan / ton today, although the price has tripled within half a year, the shortage of lithium hexafluorophosphate (LiPF6) still shows no signs of improvement, and has become a major obstacle to the production of power battery enterprises. "the tight supply situation will continue for some time." A brokerage researcher interviewed analyzed to reporters that throughout the first half of the year, the tight supply of lithium hexafluorophosphate and additive VC became the main bottleneck of electrolyte production and release. Although all major suppliers are increasing production and expanding production, lithium hexafluorophosphate and VC are lagging behind in their production cycle for about one year due to technical barriers and environmental requirements, and the tight balance of electrolyte supply is expected to continue until next year.
Welcome the highlight again? BYD blade battery or supply Tesla] on the evening of Aug. 6, there was a lot of big news about new energy vehicles. On the one hand, both the White House and mainstream automakers said that the proportion of new energy vehicle sales within 10 years would be close to 50%. Another piece of news comes from BYD. It is reported that BYD will supply "blade battery" to Tesla in the second quarter of next year, while the Tesla model equipped with "blade battery" has entered the C-sample testing stage.
[new energy vehicle battery may be included in vehicle damage insurance] on August 4, the China Insurance Industry Association issued a notice on soliciting opinions on the exclusive provisions of the China Insurance Industry Association on Commercial Insurance for New Energy vehicles (2021 version). It is clear that during the insurance period, the insured or insured drivers of new energy vehicles are in the process of using insured new energy vehicles due to natural disasters or accidents. Cause the direct loss of the insured new energy vehicle body and all the equipment when it leaves the factory, and it does not belong to the scope of exempting the insurer from liability, and the insurer shall be responsible for compensation in accordance with the provisions of the insurance contract.
[Citic Securities: 2030 Zero Emission vehicles account for 50% of US electrification is expected to exceed expectations] Citic Securities Research reported that the US Biden government issued an "infrastructure plan" in March proposing to invest 174 billion US dollars to support the development of the US electric vehicle market. In May, he delivered a speech to promote car electrification, believing that electric vehicles are "the future of the automobile industry." On the 5th, the United States set a target of 50% sales of zero-emission vehicles (electric vehicles, fuel cell vehicles, etc.) by 2030, exceeding market expectations. The motorization of cars in the United States has hardly grown in the past two years, and the policy increase is expected to promote the high growth of electric vehicles in the United States, becoming an important growth pole of electric vehicles in the world after China and Europe. China's electrified supply chain has global competitiveness, in-depth support of overseas customers, and some enterprises have been or are preparing to build factories in the United States, and high-quality Chinese suppliers in the middle and upper reaches of the industrial chain are expected to continue to benefit. Especially Tesla supply chain, Ningde era supply chain and so on.
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