[8.27Lithium Express] Shanghai Ganfeng's tender offer for Bacanora involves mining rights investment | Toyota suppliers expect chip shortages to last until 2022.

Publicado: Aug 27, 2021 09:53
Fuente: SMM
Ganfeng Lithium Industry: Shanghai Ganfeng's tender offer for Bacanora involves mining rights investment | Toyota suppliers expect chip shortages to last until 2022 | Toyota suppliers warn: chip shortages will last until 2022 | Fengyuan shares: subsidiary plans to build an annual production base project of 50,000 tons of lithium battery iron phosphate cathode materials | Tibet Mining: proposed implementation of salt Lake comprehensive development and utilization of 10,000-ton battery-grade lithium carbonate project investment of nearly 2 billion yuan | Galaxy Securities: sodium ion battery is expected to become the next performance growth point in Ningde era | equipment Industry Division 1, Ministry of Industry and Information Technology

[Fengyuan shares: subsidiary plans to build a production base project of lithium battery iron phosphate cathode materials with an annual output of 50,000 tons] Fengyuan shares announcement, Fengyuan LiNeng, a wholly-owned subsidiary of the company, plans to sign an Investment Cooperation Agreement with the Management Committee of Anqing Economic Development District on the production base project of lithium battery cathode materials, and plans to invest in the construction of an annual production base of 50,000 tons of lithium battery lithium iron phosphate cathode materials in Anqing Economic Development District, which will be built in two phases. The production capacity of each period is 25000 tons / year, of which the investment in the first phase is 400 million yuan (the investment in fixed assets is not less than 200 million yuan). The company plans that the first phase of the above investment will be invested and implemented by Anqing Fengyuan Company, which is jointly established by Fengyuan LiNeng and Anhui Jintong, and the planned investment in the second phase is expected to be no more than 600 million yuan.

[Tibet Mining Industry: plans to implement a 10,000-ton battery-grade lithium carbonate project for comprehensive development and utilization of salt lake with an investment of nearly 2 billion yuan] Tibet Mining announcement, the company plans to implement the Zabuye Salt Lake Green Comprehensive Development and Utilization of 10,000-ton Battery Lithium Carbonate Project to Tibet Zabuye Lithium Industry Hi-Tech Co., Ltd., which adopts the technical route of salt field evaporation + membrane separation technology + crystallization evaporation technology to extract lithium. In the process, it does not produce toxic and harmful wastes, does not introduce any impurity ions, and does not have a negative impact on the salt lake. It is planned to invest 1.9998 billion yuan in the second phase of the Zabuye project in Tibet. It was announced on the same day that the company's first-half revenue was 226 million yuan, an increase of 59.74 percent over the same period last year, and the first-half net profit was 42.5143 million yuan, an increase of 232.46 percent over the same "View details

[Ganfeng Lithium Industry: Shanghai Ganfeng's tender offer for Bacanora involves mining right investment] Ganfeng Lithium announced that Shanghai Ganfeng, a wholly owned subsidiary of the company, has formally issued a legally binding tender offer for all issued shares of Bacanora. The offer still requires Bacanora shareholders to go through the acceptance process. Prior to the completion of this offer, Shanghai Ganfeng held 28.88 per cent of Bacanora; if the offer is successful, Shanghai Ganfeng will eventually control Bacanora, holding no more than 100 per cent of the company, depending on the outcome of the acceptance process carried out by Bacanora shareholders.

[Toyota Motor supplier warns: chip shortage will last until 2022] Japan Rohm Co. It said supply shortages of key semiconductors for cars and industrial machinery were likely to last at least until next year, with grim warnings about the further impact of the global chip crisis. The Kyoto-based chipmaker's customers include Toyota, Ford and Honda. Isao Matsumoto, the company's chief executive, said: "all our production facilities have been operating at full capacity since September, but orders from customers have been overwhelmed," Matsumoto said in an interview this week. "I don't think we can fulfill all the backlog of orders next year." .

[Galaxy Securities: sodium ion battery is expected to become the next performance growth point in Ningde era] Galaxy Securities pointed out that Ningde era is the global leader in lithium electricity, with a significant dominant position. The company has been ploughing the power battery system and energy storage system of new energy vehicles for many years, and has core technical advantages and sustainable R & D capabilities in key areas of the industry chain, such as battery materials, battery systems, battery recycling and so on. The company is currently in the stage of overseas expansion, with a strong demand for production capacity. In addition, the sodium ion battery is expected to become the company's next performance growth point.

[the first Department of equipment Industry of the Ministry of Industry and Information Technology organized a symposium to support the accelerated development of new energy vehicles] the participants made an in-depth analysis of the development situation and existing problems of the new energy vehicle industry, centering on supporting the accelerated development of the industry. combined with the realization of the goal of carbon peak carbon neutralization in the automobile industry, This paper puts forward some opinions and suggestions from strengthening the coordination of departmental work, improving fiscal and tax support policies, speeding up infrastructure construction, overall layout of the upstream and downstream links of the industrial chain, strengthening safety supervision and so on. Representatives of SAIC, BYD, Weilai, Ningde Times and other enterprises, as well as representatives of equipment Center, Automobile Association, Automotive Institute, China Automotive Research Institute, hundred people, Power Battery Alliance, charging Alliance and other industry organizations attended the meeting.

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

Para cualquier consulta o para obtener más información, por favor contacte: lemonzhao@smm.cn
Para más información sobre cómo acceder a nuestros informes de investigación, contacte con:service.en@smm.cn
Noticias relacionadas
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
hace 7 horas
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
Leer más
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
[Análisis de SMM] Afectada por la escasez de láminas de cobre y el aumento de capacidad de celdas de batería de gran capacidad más lento de lo esperado, se espera que el crecimiento de la producción de celdas de batería de almacenamiento de energía en China y a nivel mundial en septiembre se desacelere al 4,09 % y al 4,25 % intermensual, respectivamente, pero esto no indica un debilitamiento de la demanda de uso final. Las condiciones de oferta y demanda de las celdas de batería de almacenamiento de energía siguen siendo ajustadas, y los precios de las celdas de batería de 314 Ah se mantienen estables. Se espera que los envíos aumenten de manera constante en el futuro, y los precios continúen su tendencia estable al alza.
hace 7 horas
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
hace 8 horas
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
Leer más
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
El presidente de CATL, Zeng Yuqun, en un discurso por video dirigido a la Conferencia Mundial de Baterías de Potencia 2026, afirmó que en el primer semestre de este año las ventas de vehículos de nueva energía en China superaron los 7,4 millones de unidades, con más de 600 nuevos modelos lanzados, un promedio de casi tres por día. Todos compiten en velocidad, especificaciones y precio, y los ciclos de desarrollo son cada vez más cortos. Señaló que las baterías de potencia requieren una precisión extremadamente alta y tienen muy poca tolerancia al error. En la producción en masa, todos los pequeños problemas se magnifican muchas veces, por lo que cada proceso y cada parámetro deben controlarse estrictamente desde la etapa de diseño, las anomalías deben identificarse con anticipación y debe haber tolerancia cero ante los problemas de calidad.
hace 8 horas
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
hace 8 horas
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Leer más
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
hace 8 horas
[8.27Lithium Express] Shanghai Ganfeng's tender offer for Bacanora involves mining rights investment | Toyota suppliers expect chip shortages to last until 2022. - Shanghai Metals Market (SMM)