[3.23 Lithium Power Express] the China Automobile Association said it will step up supervision over the price increase of raw materials in the near future. The NDRC proposes to establish a complementary development model between fuel cell electric vehicles

Publicado: Mar 23, 2022 10:09
[3.23 Lithium Express] Li Ganfeng Lithium Industry: Argentina Cauchari-Olaroz Salt Lake Project is scheduled to be put into production in the second half of this year. National Development and Reform Commission: gradually establish a complementary development model between fuel cell electric vehicles and lithium battery pure electric vehicles Chen Shihua of Zhenzhong Automobile Association: it has brought the increase in the price of raw materials into the monitoring vision and stepped up its action in the near future. Wachovia new materials: the first and second production lines of the wet diaphragm project of Anhui Meixin lithium battery have been installed. Ideal car: the price of ideal ONE will be raised to 349800 yuan from April 1st.

[Ganfeng Lithium Industry: Argentine Cauchari-Olaroz Salt Lake Project is scheduled to be put into production in the second half of this year] Ganfeng Lithium Industry said on the interactive platform that the Argentine Cauchari-Olaroz Salt Lake project plans to start production in the second half of this year.

[NDRC: gradually establishing a complementary development model for fuel cell electric vehicles and lithium battery electric vehicles] on March 23, the NDRC issued the medium-and long-term Plan for the Development of hydrogen Energy Industry (2021-2035). It is mentioned that based on the basic conditions such as local hydrogen energy supply capacity, industrial environment and market space, and combined with the development characteristics of the road transportation industry, we should focus on promoting the application of hydrogen fuel cell medium and heavy vehicles, orderly expand the application space of hydrogen fuel cell and other new energy passenger and cargo vehicles, and gradually establish a complementary development model between fuel cell electric vehicles and lithium battery pure electric vehicles. Actively explore the application of fuel cells in ships, aircraft and other fields, promote the research and development of large-scale hydrogen aircraft, and constantly improve the market scale of hydrogen energy application in the field of transportation. "View details

[China Automobile Association Chen Shihua: raw material price increases have been included in the monitoring vision and action has been stepped up recently] in response to the upsurge in raw material prices, Chen Shihua, deputy secretary general of the China Association of Automobile Manufacturers, pointed out: first, the abnormal rise in raw material prices this time, deviating from the normal relationship between supply and demand, belongs to irrational rise, and there is speculation in order to seize the last window before lithium production expansion. Unfair competition behavior of hoarding and deliberately driving up prices. The pricing of upstream enterprises should return to rationality, and automobile companies should also hold their positions steadily. The second is to bid up the price of raw materials for power batteries, which is extremely destructive to the new energy vehicle industry, which has been cultivated for more than a decade and is in the period of subsidy and shift, and affects the stable and healthy development of new energy vehicles, a strategic emerging industry in the country. what's more, it affects the "double cycle" pattern that is being built, which runs counter to the national development strategy. Third, the China Association of Automobile Manufacturers has put the increase in the price of raw materials into the monitoring field since the second half of 2021, and has stepped up its actions in the near future to submit suggestions to the relevant competent authorities. In view of this unfair competition, the national competent authorities have made it clear that they will resolutely crack down on this act of unfair competition.

[Wachovia New Materials: the first and second production lines of the subsidiary Anhui Meixin Lithium Battery Wet diaphragm Project have been installed] Wachovia New Materials said on the interactive platform that the first and second production lines of the subsidiary Anhui Meixin Lithium Battery Wet diaphragm Project have been installed, and engineers sent by Japanese suppliers have come to work on Meishin New Materials, which is currently undergoing final precision adjustment and will be officially put into production in the near future.

[winning Technology: signed a cumulative sales contract of 1.221 billion yuan with BYD in the past year] Yinghe Technology announcement, from March 2021 to the date of disclosure of this announcement, the company (including subsidiaries within the scope of the company's consolidated statements) has signed a number of sales contracts with BYD subsidiaries or Sun Company within 12 consecutive months based on the needs of day-to-day operation. the subject of the contract is lithium battery production equipment, and the contract amount (including tax) has totaled 1.221 billion yuan. More than 50% of the company's audited operating income in 2020.

[ideal car: ideal ONE price raised to 349800 yuan from April 1] ideal car announcement, due to the continuous sharp rise in upstream raw materials, ideal car will adjust the price of ideal ONE from April 1, and the national unified retail price will be raised from the current 338000 yuan to 349800 yuan.

Related readings:

February lithium salt import and export data dropped sharply compared with the previous month [SMM analysis]

What is the impact of this epidemic on the lithium power industry? [SMM research]

Customs data: 22 years of Q1 intermediate goods arriving in Hong Kong is still not ideal cost, high electric cobalt import volume or continued downward [SMM analysis]

Jiangte Motor: the dispute with Zhao Weidong will not affect the progress of "exploration and conversion mining" of Xikeng Lithium Mine, the mining scale of Xikeng is 3 million tons / year.

Lithium prices continue to rise forcing new energy vehicle price increases letter frequently issued by the Ministry of Industry and Information Technology where to go after the lithium price?

[hot discussion] after the nine new energy vehicles announced price increases in 11 days, the batteries of the Ningde era "can't hold back"?

Have you been cut recently? Car companies can't handle it! [SMM analysis]

The price of lithium carbonate is not rising in a row? Future price expectation geometry [SMM analysis]

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 11 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 11 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 12 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 12 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 12 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 12 horas