[northeast Securities: the contradiction between supply and demand is prominent.] according to the Northeast Securities Research report, the contradiction between supply and demand in the lithium industry will be prominent in the next three years, and the lithium price will be expected. It is estimated that from 2021 to 2023, the lithium industry has a shortage of 0.2pm 3.1 / 25000 tons respectively. The contradiction between supply and demand in the LCE, industry is prominent, supporting lithium prices to continue to rise. The lag of lithium concentrate relative to lithium salt is obvious, industrial grade lithium carbonate has risen by about 140% since the bottom, while lithium concentrate has increased by less than 70%, and the subsequent supplementary increase is sufficient. From a profit point of view, the current round of reversal of the market smelter earnings more. However, the situation is changing. At present, the supply gap of raw materials has appeared, the price of lithium ore has risen recently, and inventories have continued to decline.
[four departments support automobile recycling and car disassembly to usher in development opportunities] the Ministry of Industry and Information Technology and other four departments recently issued the "pilot implementation Plan for the extension of producer responsibility for Automotive products," proposing that by 2023, a number of replicable and popularized models for the recycling of scrapped cars with automobile manufacturing enterprises as the main body of responsibility will be formed. Everbright Securities Yin Central said that the core change in the dismantling industry at this stage lies in the liberalization of the remanufacturing of the five major assemblies, which is of great significance to improve the profitability of the automobile disassembly industry.
[the bipartisan House panel unveiled a $1.25 trillion infrastructure plan] the House bipartisan panel unveiled an eight-year, $1.25 trillion infrastructure plan designed to help break Biden's months-long impasse over domestic legislative priorities. The framework proposed by the team requires more than US $959 billion for traditional infrastructure, including roads and bridges, of which US $25 billion will be used for the construction of electric vehicle infrastructure, including electric buses.
[the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Finance and the Ministry of Commerce recently issued the pilot implementation Plan for the extension of producer responsibility of Automotive products] the plan proposes that by 2023, the recycling level of scrapped vehicles will be significantly improved, forming a number of replicable and popularable automobile manufacturing enterprises as the main body of scrapped automobile recycling mode; the utilization level of scrapped automobile renewable resources has increased steadily, and the comprehensive utilization rate of resources has reached 75%; The automobile green supply chain system has been fully constructed, the recyclable utilization rate of cars has reached 95%, and the proportion of recycled raw materials for key components is not less than 5%.
[Rongjie shares: Chengdu Qionglai Rongjie Lithium Salt Plant is currently undergoing equipment commissioning and expected to be put into production in the second quarter] on June 9, Rongjie shares said on the interactive platform that the Chengdu Qionglai Rongjie Lithium Salt Plant in which the company is a shareholder is controlled by the controlling shareholder and is responsible for operation and construction. at present, the first phase of 20,000 tons / year is undergoing equipment commissioning and is expected to be put into production in the second quarter. However, the specific time to put into production depends on the actual situation of equipment debugging.
During his inspection tour of Qinghai, Xi Jinping stressed that he should actively cultivate emerging industries and speed up the construction of a world-class salt lake industrial base. Xi Jinping stressed during his inspection tour of Qinghai that he persisted in taking the people as the center to deepen reform and opening up, and further promoted ecological protection and high-quality development on the Qinghai-Tibet Plateau. Xi Jinping pointed out: entering the new development stage, implementing the new development concept, and building a new development pattern, Qinghai's ecological security status, land security status, and resources and energy security status are even more important. It is necessary to optimize the pattern of land and space development and protection, adhere to green and low-carbon development, combine with reality, enhance strengths and circumvent weaknesses, and work out a road of high-quality development with local characteristics. Based on the unique resource endowment of the plateau, we should actively cultivate new industries, speed up the construction of a world-class salt lake industrial base, and create national clean energy industry highlands, international eco-tourism destinations, and exporters of green organic agricultural and livestock products. It is necessary to speed up the reform of the scientific and technological system and mechanism, increase the support for scientific and technological innovation and the transformation of achievements, speed up the training of innovative talents, and stimulate innovative vitality. It is necessary to implement the strategic plan of the CPC Central Committee on promoting the large-scale development of the western region in the new era to form a new pattern and promoting the joint construction of "Belt and Road Initiative" high-quality development, and actively link with major regional strategies such as the development of the Yangtze River economic belt, ecological protection of the Yellow River basin, and high-quality development, so as to strengthen the endogenous driving force of economic development.
![[Lithium Battery: Wanrun New Energy Adjusts Repurchase Plan For 100,000-Ton Cathode Material Project]](https://imgqn.smm.cn/usercenter/JSjkr20251217171728.jpg)
