[8.19 Lithium Express] fuel cell vehicle demonstration application city agglomeration list may be released before "National Day" | Lithium electricity huge production capacity will impact the industry chain.

[Ningde Times signed Framework Agreement with Shanghai Municipal Government] on August 18, Ningde Times signed a strategic cooperation framework agreement with Shanghai Municipal Government. According to the strategic cooperation framework agreement, Ningde Times will land in Shanghai Global Innovation Center, International functional headquarters, Future Energy Research Institute, high-end manufacturing base and other related projects. At the same time, the Ningde era will also promote the demonstration and application of cutting-edge technologies in the field of electrification and new energy storage in Shanghai in the future, helping Shanghai to speed up the implementation of the goal of "carbon neutralization and carbon peak".

[lithium power "arms race" opens a huge capacity impact industry chain] at present, the capacity planning of the leading battery manufacturers has exceeded 2000 GWH by 2025, which is already excess compared to the global battery demand estimated by the organization. However, power battery capacity is structural and high-end capacity is still tight. The industry expects that lithium resources will remain in short supply for a long time, while the relationship between supply and demand of metals such as cobalt and nickel will be disturbed by changes in the technical route, but the overall demand will still be increased. The elasticity of the supply of materials in the middle reaches of lithium power is loose and tight, and it is relatively difficult to expand the production of lithium materials, and the acquisition of lithium materials may face the risk of overcapacity.

[Tianjin film technology: the company does not carry out lithium extraction from salt lake] the company has issued a stock price change announcement, and the company has not carried out the work related to lithium extraction from salt lake at present. With regard to the introduction of strategic investors to plan the change of control, the parties are promoting the relevant work, which has not yet been approved by the relevant departments, and there is a risk that the signing time of the follow-up formal agreement is to be determined, failed to be signed and the transaction cannot be reached.

[Greenmei: signed strategic cooperation framework agreement with Funeng Technology on the construction of waste power battery and battery waste green treatment industry chain] Green Mei announcement, signed with Funeng Technology to build a strategic cooperation framework agreement on the construction of waste power battery and battery waste green treatment industry chain, and jointly build a full life cycle value chain system for the recovery, recycling and remanufacturing of waste power battery and its waste. Form a green industrial chain of complete green recovery of power batteries and their wastes, recycling of nickel-cobalt-lithium resources, recycling of ternary materials, cascade utilization of power batteries, and fundamental elimination of social pollution caused by power batteries, complete recovery of valuable resources such as nickel, cobalt and lithium.

[Hyundai Motor's US factory chip supply is tight again and production will be cut this week.] according to the latest reports from foreign media, Hyundai Motor is one of the manufacturers affected by the shortage of car chips this year. Many of its factories have stopped production to varying degrees because of the shortage of chips. The supply of chips at Hyundai's US plant is tight again after a week-long shutdown in June, and production will be cut this week because of chip shortages. Hyundai has only one vehicle assembly plant in Alabama in the United States. According to foreign media reports, production at this Hyundai plant will be cut from Tuesday to Friday to ease the shortage of chips.

[fuel cell vehicle demonstration application city agglomeration list or released before National Day "] according to media sources, the list of fuel cell vehicle demonstration application city agglomeration is expected to be officially announced before the" National Day "this year. In September 2020, the five departments of the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the National Development and Reform Commission and the National Energy Administration jointly issued the Circular on the demonstration and Application of fuel Cell vehicles, and the urban agglomeration applying for demonstration should submit the implementation plan before November 15, 2020.