[7.1Lithium Express] Motor vehicle emission recall is about to be formally implemented. Under the background of carbon neutralization, the industrial chain company ushered in the opportunity * Tianqi Lithium Industry: the application for registration of Sc

Publié: Jul 1, 2021 09:15
[7.1Lithium Express] Motor vehicle emission recall is about to be officially implemented in the context of carbon neutralization. Industrial chain companies usher in opportunities * Tianqi Lithium Industry: participating company Science and Technology Innovation Board IPO registration application approved * Enjie shares: net profit is expected to grow by 211% Rue 239% year-on-year in the first half of the year * Wall Street analysts expect Tesla to deliver 200000 vehicles in the second quarter * Guotai Junan: embrace new energy, Help carbon Neutralization * LG Energy solution and Eco Pro start Battery Recycling Business recovery rate up to 40%

[Tianqi Lithium Industry: application for registration of participating company Science and Technology Innovation Board IPO was approved] Tianqi Lithium Industry announcement, CSRC approved the registration application of Xiamen Xiamen Tungsten New Energy Materials Co., Ltd., a company participating in shares, for the initial public offering of shares in Science and Technology Innovation Board on June 29th. So far, the company holds 5.6604 million shares of Xiamen Tungsten New Energy, accounting for 3% of its total share capital before the initial public offering, and the sales limit is 12 months from the date of listing. In addition, on June 30, the company and IGO completed the shareholders' Agreement as an annex to the Investment Agreement, and the investors of IGO subsidiaries have paid a total of US $1.395 billion of the capital increase to TLEA and the company's overseas subsidiaries and other relevant bank accounts in accordance with the payment instructions of TLEA; after the completion of this change, the company still has a controlling stake in TLEA and TLEA remains within the scope of the company's consolidated statements.

[Enjie shares: expected net profit in the first half of the year to grow 211% murmur239%] Enjie shares announced that it is expected to make a profit of 1 billion yuan to 1.09 billion yuan in the first half, an increase of 211.15% Murray 239.15% over the same period last year. During the reporting period, the company benefited from the continuous improvement of the production capacity of the wet lithium battery separator, the continuous consolidation of its competitive advantage, and the company grasped the development opportunities of the lithium battery separator business and continued to open up markets at home and abroad. the output and sales of wet lithium battery separator continued to grow steadily.

[Wall Street analysts expect Tesla to deliver 200000 vehicles in the second quarter] Tesla will release delivery and production figures for the second quarter of 2021 in the next few days, and Wall Street investors expect Tesla to deliver about 200000 vehicles this quarter. As a listed company, Tesla publishes quarterly delivery and production figures within one or two days after the end of each quarter. Before Tesla officially released the figures, Wall Street analysts would make forecasts, but Tesla's delivery volume and output this quarter may be more difficult to predict than before.

[Guotai Junan: embracing new energy to help carbon neutralization] Guotai Junan pointed out that in the context of carbon neutralization, the global car electrification process is expected to accelerate. The major domestic parts and components enterprises will benefit significantly; in the medium and long term, domestic independent new energy vehicle enterprises have a competitive first-mover advantage and are more likely to go out than in the era of fuel vehicles.

[motor vehicle emission recall is about to be formally implemented in the context of carbon neutralization in the context of industrial chain companies ushering in opportunities] the "regulations on the Management of Motor vehicle Emission recall" issued by the General Administration of Market Supervision and the Ministry of Ecology and Environment extends the product recall from safety recall to emission recall, which will be formally implemented on July 1. The industry believes that the motor vehicle emission recall is in line with the requirements of the development of China's low-carbon economy, and it is also a pragmatic move to practice carbon neutrality and carbon peak. In the short term, it will bring greater pressure to the enterprises with low level of emission technology. But in the long run, it will force enterprises to take the initiative to upgrade technology. With the formal implementation of the new regulations and the implementation of China's carbon neutralization policy, related companies in the industrial chain are looking forward to ushering in opportunities.

[LG Energy Solutions and EcoPro start Battery Recycling Business recovery rate of 40%] LG Energy Solutions and EcoPro Group are beginning to commercialize the battery recycling business for electric vehicles. The basic concept is to recycle the waste resources extracted from the waste batteries produced in the battery manufacturing process of electric vehicles as battery materials. It is planned to recycle more than 40% of the 15000 tons of waste batteries as the core material of the battery. Sources revealed on the 29th that, EcoPro CnG has begun a trial operation of the waste battery recycling plant in Posco. The factory will be fully operational next month.

Déclaration sur la source des données : À l'exception des informations publiques, toutes les autres données sont traitées par SMM sur la base d'informations publiques, d'échanges avec le marché et en s'appuyant sur le modèle de base de données interne de SMM. Ils sont fournis à titre indicatif uniquement et ne constituent pas des recommandations décisionnelles.

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[7.1Lithium Express] Motor vehicle emission recall is about to be formally implemented. Under the background of carbon neutralization, the industrial chain company ushered in the opportunity * Tianqi Lithium Industry: the application for registration of Sc - Shanghai Metals Market (SMM)