[9.17Lithium Express] the agency predicts that the lithium price may break through the 200000 yuan barrier | Fulin Seiko is not sure whether it can obtain the salt lake mining right.

[Fulin Seiko reply concern letter: there is some uncertainty about whether the Salt Lake Mine can obtain the mining right] Fulin Seiko disclosed the letter of concern of the Shenzhen Stock Exchange. Up to now, Hengxinrong Company is still in the stage of transferring exploration rights to mining rights. The exploration and conversion of salt lake mining rights still needs the approval of national natural resources and other competent authorities, and there is some uncertainty about whether the mining rights can be obtained as planned. Considering that there is a certain time period for the "exploration and conversion mining" work of the Salt Lake Mine and the production and capacity expansion of lithium carbonate, if the global new energy vehicle industry and lithium material industry decline in the later period, the reverse change of the relationship between supply and demand is earlier than the time for Hengxin Rong Company to obtain mining license, project production expansion and revenue recovery, Hengxin Rong Company will face the risk that the project development progress and income will not reach the expected level.

[China Control Saige: subsidiary Inner Mongolia Aoyuan Lithium Ion Battery anode material Project Planning is 10000 tons / year] Huajun Saige said on the interactive platform that the company subsidiary Inner Mongolia Aoyuan Lithium Ion Battery anode material Project Planning is 10000 tons / year. At present, the planned production capacity of the completed project is 5000 tons / year. On June 1, 2021, the project has officially entered the stage of production. Aoyuan, a subsidiary of the company, was affected by the epidemic situation and other factors, which led to the failure to successfully implement the 30,000 tons / year lithium ion battery anode material project in Qitaihe emerging Industrial Park as originally planned.

Due to the sudden increase in demand in the downstream industry, the lithium industry is currently staging a "supply-demand imbalance", and the short-term mismatch between supply and demand is difficult to alleviate. Institutions generally believe that spot prices such as lithium and lithium carbonate will continue to rise, and the lithium industry will be in tight balance in the next 1 to 2 years. Lithium prices will most likely break through the 200000 yuan / ton mark, or even reach 250000 yuan / ton.

[beyond science and technology: plans to build waste lithium battery and electrode waste recycling projects] beyond the scientific and technological announcement, it plans to invest in the construction of waste lithium battery and electrode waste recycling projects, with an estimated total investment of 400 million yuan; it is proposed to invest in the construction of scrapped vehicle recycling and disassembly and comprehensive utilization projects, with an estimated total investment of 590 million yuan.

[Funeng Science and Technology: it is proposed to raise no more than 5.2 billion yuan for high-performance power lithium battery projects] Funeng Science and Technology announcement proposes to raise no more than 5.2 billion yuan for high-performance power lithium battery projects and science and technology reserve funds.

[the battery energy density increases by more than 15%. The industrialization process of lithium ferromanganese phosphate is accelerated] with the advantages of low cost and strong safety, lithium iron phosphate batteries achieve "counterattack". In August this year, the output, annual cumulative output and loading capacity of lithium iron phosphate batteries have exceeded that of ternary batteries. It is reported that lithium ferromanganese phosphate can increase the energy density of the battery by more than 15%. At present, the relevant enterprises are actively arranging the production capacity of lithium ferromanganese phosphate. After a certification cycle of about one or two years and production volume, lithium ferromanganese phosphate will enter the process of industrialization.