[9.13Lithium Express] August China's power battery loading 12.6GWh | the total amount of waste resources recovered and disposed of by Greenwich year is more than 4 million tons.

[the demand for lithium resources has greatly increased. Enterprises have upgraded the "ore-grabbing war". The new energy automobile industry has "brought goods", the demand for lithium resources has greatly increased, and the price has risen. Lithium reserves have become the "code of wealth", and the "ore-grabbing war" of enterprises has escalated. The agency believes that the current round of lithium salt prices are still in the upward range, and the rise may continue into the whole of next year. From the balance of supply and demand, Societe Generale Securities said that the current round of lithium prices are still in the upward range, or continue into the whole of next year. There is a possibility that the demand for new energy will exceed expectations, and the lithium industry may be in a long business cycle.

[Grimme: the total amount of waste resources recovered and disposed of per year is more than 4 million tons] Grimme recently said on the interactive platform that the company's total annual waste resources are more than 4 million tons, and the annual recycling of small waste batteries accounts for more than 10% of the total scrapped in China. The annual recovery of cobalt resources is equivalent to the amount of raw cobalt mined in China, and the positive materials of recycled lithium-ion batteries account for more than 20% of the Chinese market.

[president of China Institute of Information and Communication: the demand for smart car chips has surged fourfold, and the "chip shortage" has led to the suspension of 3 million cars worldwide. On September 11, at the 2021 summit of the China Informatization Society of 100, Yu Xiaohui, member of the China Informatization 100, president and deputy secretary of the party committee of the China Academy of Information and Communications, pointed out that in the first half of 2021, there was a round of "core-missing crisis" in the world, with a total of about 3 million cars stopped production worldwide. The supply cycle of mobile phone chips has also been extended from 3 months to 12 months. An important reason is that the demand for chips in new digital terminals has increased significantly. Among them, the demand for MCU of smart cars is more than 4 times that of traditional cars, and the demand for RF front-end devices for 5G mobile phones has also increased by more than 50%.

[production and sales of new energy vehicles continued to be hot in August. Lithium iron phosphate battery production increased by 268.2% compared with the same period last year.] on September 10, the China Association of Automobile Manufacturers released automobile production and sales data for August. Against the backdrop of the same month-on-month decline in overall automobile production and sales, the new energy vehicle market has become a bright spot, with production and sales continuing to set a new record in August and exceeding 300000 vehicles for the first time. The penetration of new energy vehicles also rose to nearly 11% from January to August 2021. The output and loading of lithium iron phosphate batteries and ternary batteries also showed a significant increase, of which the output of lithium iron phosphate batteries increased by 268.2% in August compared with the same period last year.

[China Automobile Association: China's power battery 12.6GWh rose 144.9% in August compared with the same period last year] in August, China's power battery load was 12.6 GWH, up 144.9% from the same period last year and 11.2% from the previous month. Among them, the total loading of ternary batteries was 5.3 GWH, up 51.9% from the same period last year, down 2.1% from the previous month; and lithium iron phosphate batteries totaled 7.2 GWH, up 361.8% from the same period last year and 24.4% from the previous year. "View details

[Ningde era: will supply power battery products to well-off subsidiaries from 2022 to 2026] on September 10, Ningde Times announced that it signed a "five-year supply-demand linkage and capacity guarantee framework agreement" with Chongqing Jinkang New Energy Automobile Co., Ltd., the holding subsidiary of well-off shares. According to the agreement, Ningde Times will supply power battery products to Chongqing Jinkang between 2022 and 2026.