[polyfluorodol: BYD intends to purchase no less than 56000 tons of lithium hexafluorophosphate products from the company] on November 15, the company signed a "strategic cooperation agreement" with BYD. BYD intends to purchase lithium hexafluorophosphate products with a total quantity of not less than 56050 tons from the company within the validity period of the cooperation agreement (January 2022 to December 2025).
[Dangsheng Technology: strategic cooperation with SK to develop cathode materials business] on November 15, Dangsheng Technology announced that the company and SK Co., Ltd. respectively signed a strategic cooperation agreement with Seoul in Beijing. The two sides agreed that SK should invest no more than 30% in Dangsheng's European new materials industry base and set up a joint venture company in South Korea. If necessary, another joint venture company will be set up in China to cooperate in the development of cathode materials business. At the same time, the two sides agreed to cooperate in the business of lithium iron phosphate. This cooperation will help the company to further integrate into the global high-quality electric vehicle industry chain and continue to expand the company's market share in Asia, Europe and the United States.
[Australia Eastern Iron signs strategic cooperation agreement with subsidiary of Ya Hua Group on potential acquisition of lithium mining project] on November 15, Australian miner East Iron Co., Ltd. (Eastern Iron) announced that it had signed a strategic cooperation agreement with its subsidiary on the potential acquisition and development of the lithium mine project.
[Azure Lithium: currently not selling Lithium batteries to Automotive customers] on November 15, Azure Lithium said on the interactive platform that the company is currently not selling lithium batteries to automotive customers and that the company is short of capacity and mainly supplies power tools customers.
[Guotai Junan: high mileage of cars has come and high voltage fast charging is also on the way.] Guotai Junan's latest research newspaper points out that after achieving high mileage, the charging problem will become the next major consumer anxiety for car companies to solve. From the point of view of cost and technical realizability, high-voltage fast charging is expected to become the mainstream solution. High-voltage related small three power (OBC, PDU, DCDC) have a high proportion of outsourcing, providing third-party enterprises with more room for development; at the same time, in the field of high-voltage connection components (including connectors, connection modules), as the technical threshold continues to rise, the market will focus on the head enterprises with technological advantages; the amount of bicycles used in high-voltage related materials will also continue to increase. Recommend Hexing Co., Ltd. (high voltage connection module), benefit from Xinrui Technology (OBC), Ruikeda (high voltage connector).
[Ningde era: the total amount of capital raised will be reduced to no more than 45 billion yuan] Ningde Times announcement, in order to improve the efficiency of the use of funds, concentrate the funds raised on production capacity construction projects and R & D projects, and comprehensively consider the investment scale, investment payback period, financial situation of the company, foreign investment and other factors. The company adjusts the total amount and use of the funds raised in the stock issuance plan to a specific target, from no more than 58.2 billion yuan to no more than 45 billion yuan. Compared with the pre-adjustment program, it has reduced the supplementary current funds, Ningde Times Lake West Lithium Ion Battery expansion Project (Phase II) and other projects.
