[SMM Metal Morning reference] Metal closed up across the board | Metal import and export data from the Customs in November were released | Polysilicon production reached a new high.

[notice] 2021 SMM South China Nonferrous Metals Industry Annual meeting will be held in Guangzhou!

SMM Tin Morning News: fundamentals, the relationship between supply and demand remains stable, according to SMM research in November domestic refined tin production decreased slightly month-on-month and December production is expected to fluctuate little. On the market trend, after the Shanghai-tin 2201 contract opened high, the long funds left the market on their own initiative to drive the trend down quickly to cover the gap, and then the price volatility slowed down around 284000 yuan / ton narrow horizontal market shock.

"long-short funds continue to leave the market and the price trend returns to the range [SMM Tin Morning News]

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Summary of SMM Steel Morning meeting: yesterday, the people's Bank of China announced that it would cut the deposit reserve ratio of financial institutions by 0.5 percentage points on December 15, 2021, and the economic blue book issued by the Academy of Social Sciences had a positive impact on the real estate industry and indirectly boosted iron ore prices. On the other hand, the steel mills are understarted and the hot metal output is low. At present, the profits of the steel mills are restored and the crude steel reduction output is completed ahead of schedule. The steel mills are expected to resume production, and there is also a certain support for ore prices. Iron ore prices will continue to fluctuate strongly in the short term.

"the operation of snail concussion during the period of strong concussion of Lianhe Iron and Steel Co., Ltd. [summary of SMM Steel Morning meeting]

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The dollar index rose slightly on Tuesday, up 0.01%, recording its fifth straight day of gains. Commodity currencies soared as China promised to take measures to support economic growth. Oil prices rose more than 3 per cent on Tuesday, extending its nearly 5 per cent rebound in the previous session and further easing concerns about the impact of the Omicron variant on global fuel demand.

In terms of today's macro data, we focus on the changes in API crude oil inventories in the United States in the week ended December 3, the changes in EIA crude oil inventories in that week, the scale of social financing in China in November, the annual rate of M2 money supply, and the actual GDP after quarterly adjustments in Japan in the third quarter.

In the metal market:

In the metal market, the outer plate of copper rose 0.4% on Tuesday after the people's bank of china loosened monetary policy and Chinese import data released on Tuesday rose sharply. In the outer disk, in addition to Lun copper, Lun aluminum, Lun lead, Lun Zn and Lun Ni all rose to varying degrees, and Lunxi was the only green. Among them, zinc led the way with an increase of 2.23 per cent, while nickel and aluminum both rose more than 1 per cent, while Lunxi fell slightly by 0.15 per cent.

Domestic metals rose across the board, with Shanghai Zinc, Shanghai Tin and Shanghai Nickel up more than 1%, of which Shanghai Tin led the way with an increase of 1.47%, Shanghai Zinc rose 1.38%, and Shanghai Nickel rose 1.31%. Shanghai copper, Shanghai aluminum and Shanghai lead obviously failed to compete with the three, and Shanghai lead rose 0.97%.

The black series of the night plate is red except stainless steel. Stainless steel fell by 2.56 per cent for the third day in a row, falling to an intraday low of 16300 yuan / tonne, hitting its lowest level since July. Iron ore rose 3.08%. In terms of double coke, the night trading of coking coal rose more than 4.9%, and coke rose 1.63%, both refreshing their highs of more than a month since the end of October.

In precious metals, COMEX gold futures edged higher on Tuesday, closing up 0.31%. Investors continue to wait for US CPI data to be released on Friday.

"[overnight market] Metal is up more than 2%, zinc is up more than 2%, and crude oil is up more than 3%.

"Click to view the price of SMM copper products.

"Click to view the price of SMM aluminum products

"Click to view the price of SMM lead products

"Click to view the price of SMM zinc products

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Us stocks rose for the second day in a row on Tuesday, with the Nasdaq up more than 3 per cent. The Dow rose 492.40 points, or 1.40%, to 35719.43; the Nasdaq rose 461.76 points, or 3.03%, to 15686.92; and the S & P 500 rose 95.08 points, or 2.07%, to 4686.75.

[SMM Analysis: red Alert Copper Enterprises in Xinxiang, Henan Province suffered across the board] according to the investigation of SMM, in order to strengthen regional joint prevention and control, reduce the peak value of pollution, and reduce the duration of pollution, the Red Alert of heavy pollution Weather (level I response) was launched at 20:00 on December 6th. the specific environmental protection measures are as follows: 1. Industrial emission reduction measures 2. Emission reduction measures for dust sources. Mobile source emission reduction measures. Under the strict control of environmental protection, except for the suspension of work at most construction sites, copper enterprises have stopped production since December 7. "check the details

[SMM survey: the enamelled wire industry has recovered as scheduled at the end of November, but the growth rate will slow in December] according to SMM survey data, the operating rate of enamelled wire in November was 73.97%, down 5.08% from the same period last year, up 5.77% from the previous month, and 1.94% higher than the expected 72.03%. Among them, the operating rate of large enterprises increased by 4.52% from 72.69% month-on-month; medium-sized enterprises increased by 8.5% to 77.31%, and small enterprises increased by 0.55% to 59.72%. "check the details.

[SMM data: November China's alumina output of 6.099 million tons continues to pay attention to the impact of the heating season and the Winter Olympic Games on operation] SMM data show that in November (30 days), China produced 6.239 million tons of alumina, of which metallurgical grade alumina was 6.099 million tons, and the average daily output of metallurgical grade was 203300 tons, an increase of 4.14% from the previous month and 5.19% from the same period last year. From January to November 2021, China produced a total of 65.801 million tons of metallurgical grade alumina, an accumulative increase of 6.93% over the same period last year. The monthly output increased compared with the previous month, mainly due to the rise in alumina prices. "check the details.

[SMM data: November China's electrolytic aluminum production decreased by 3.068 million tons compared with the same period last year] SMM on December 7th: according to SMM data, China's electrolytic aluminum production in November 2021 (30 days) was 3.068 million tons, down 3% from the same period last year, with an average daily output of 102000 tons, compared with the previous month. "View details

SMM analysis: China's export volume of unwrought aluminum and aluminum products reached a new high in November. Since August 2021, China's exports of unwrought aluminum and aluminum products have increased significantly compared with the same period last year. SMM summed up three reasons: first, market rumors began in August that China had pre-cancelled aluminum export tax rebates, some aluminum processing enterprises grabbed exports ahead of time, and the center of gravity tilted slightly towards export orders. "check the details.

[SMM survey: environmental impact superimposed on some refineries sudden overhaul recycled lead refinery output significantly lower than expected] November 2021 national production of recycled lead 357700 tons, an increase of 2.15% month-on-month, an increase of 25.98% over the same period last year, and a cumulative increase of 55.01% from January to November 2021. In addition, the output of recycled refined lead in November 2021 was 336400 tons, up 0.42% from the previous month and an increase over the same period last year. "check the details

[SMM analysis: natural gas prices soar zinc oxide enterprises significantly increase processing costs can the price of finished products return to reasonable? The price of natural gas soars and the processing cost of zinc oxide enterprises increases greatly. under the background of "double carbon", a wave of industry reshuffle, what kind of enterprises can become the evergreen tree of the industry? . "View details

[SMM analysis: Jiangxi production reduction affects domestic refined tin production expected to decline in November] in December, individual smelters in Yunnan have been shut down for routine maintenance, and the impact is expected to last until the end of December, affecting output of about 500t. Some smelters in Guangxi have lowered their production forecasts due to the current shortage of raw materials. "check the details.

[SMM analysis: domestic refined nickel production of refineries in Gansu region increased slightly at the end of the year.] in November 2021, the national output of electrolytic nickel was about 15200 tons, an increase of 4.86 percent over the previous month, and an increase of about 706 tons over October. The operating rate reached 69%. In November, the slight increase in refined nickel production is due to the increase in production in Gansu refinery, which is expected to return to the normal production level in December; the national electrolytic nickel production is expected to be 14500 tons in December 2021. At present, the production of domestic refineries is stable. "check the details

[SMM data: output of lithium iron phosphate materials increased by 14% in November, demand recovery production of ternary materials increased by 10%] in November 2021, China's cobalt sulfate production was about 5659 metal tons, a decrease of 2.4% from the previous month and an increase of 46% over the same period last year; cobalt tetroxide production was about 7260 tons, an increase of 14% month-on-month and 4% year-on-year; lithium carbonate production was about 20448 tons, an increase of 3% month-on-month and 38% year-on-year. The output of lithium hydroxide is about 17126 tons, an increase of 4% from the previous month, an increase of 44% over the same period last year; the output of ternary materials is about 42791 tons, an increase of 10% from the previous month, and an increase of 51% over the same period last year.

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[Foshan stainless Steel Daily Review: can stainless steel drop again hold the 16000 yuan / ton mark] SMM on December 7th: today, the prices of stainless steel series in Foshan market have been reduced to varying degrees compared with yesterday. Now the mainstream price of 304cold rolling has fallen to about 16200 yuan / ton, close to the 16000 yuan / ton mark. Traders all think that 16000 yuan / ton mark can not be maintained. Although it had been predicted that stainless steel would fall sharply. "check the details.

[SMM analysis: high chromium production reached an all-time peak of 623900 tons in November] SMM data show that China's high-carbon ferrochromium production increased significantly in November 2021, rising 25.96 percent to 623900 tons, an increase of 189200 tons, or 43.52 percent, compared with the previous month; Inner Mongolia production increased by 106800 tons, or 55.39 percent, to 299600 tons. The situation of power restriction across the country improved significantly in November, the profit of high-carbon ferrochromium is considered to be considerable, and the production enthusiasm of ferrochromium manufacturers is relatively high. in addition, due to the early arrears of orders from the long Association of Steel Mills due to power cuts, the operating rate of ferrochromium manufacturers in various places has increased significantly, and the national output of high-carbon ferrochromium has reached an all-time peak. "View details

[SMM hot rolling arrival: coil price slightly stronger North China steel companies accelerate delivery] SMM Steel, according to SMM statistics, this week estimated that the total market resources arrival volume of 228000 tons, an increase of 21000 tons, an increase of 9.2%. Look at it by market. "check the details.

[SMM Coke spot Daily Review: it is difficult to hit the ground when Coke Market prices are stable] on December 6th, some coking enterprises in Inner Mongolia raised the price of coke by 100 yuan / ton-120 yuan / ton, but there was no price increase in major coke producing areas such as Shanxi, Shandong and Hebei. With the low operating rate of coking enterprises and the expected tightening of coke supply, coupled with the proper purchase of coke by steel mills and winter storage and replenishment, the coke market is expected to operate temporarily in the short term. "View details

[SMM Daily Review: electrolytic manganese runs smoothly and waits for demand to improve] in the first half of the week, the operation of supply and demand in manganese city was relatively calm, and some manganese factories entered a state of stopping. At present, the purchasing atmosphere at the end of the year is not good, waiting for market bidding pricing guidelines, and with the end of last week's alliance meeting. "check the details.

[SMM data: in November 97 silicon production increased compared with the previous month] SMM survey China's 97 silicon production in November was 14400 tons, an increase of 2900 tons compared with the previous month, an increase of 25.2%. The increase in production is roughly attributed to two reasons, one is the easing of power cuts in Ningxia, Fugu and other places, the increase in production load, and the other is the sharp decline in ferrosilicon prices in October and November. "check the details.

[SMM data: power cut and maintenance capacity double recovery November polysilicon production brushes new highs] SMM on December 7th: according to SMM statistics, China's polysilicon production in November was 42800 tons, an increase of 5.9 percent from the previous month, and a year-on-year increase of 20.2 percent. Production capacity limited by power cuts, maintenance and other reasons was restored in November, and polysilicon production increased by more than 2000 tons compared with the previous month. "View details

[SMM analysis: what is the reason for the slight increase in molybdenum concentrate supply in November? SMM, December 7: according to SMM data, domestic molybdenum concentrate production in November 2021 was about 19300 tons, an increase of 730 tons over October, or 4.21 percent month-on-month. The overall fluctuation of domestic molybdenum concentrate supply is limited, with a slight increase. SMM thinks. "check the details.

[SMM comment: mine end supply gap expands, praseodymium-neodymium production decreased slightly in November] in November 2021, China's praseodymium-neodymium oxide production was 6044 tons, praseodymium-neodymium metal production was 5574 tons, praseodymium-neodymium production decreased slightly compared with the previous month, mainly in Jiangxi, Hunan, Guangxi, Sichuan and Shandong. In November, the domestic rare earth ore, especially the ionic mine, is in short supply, the stock of raw ore is on the low side, and the miners are in a strong mood to sell. Be affected by this. "View details

"Click to view the price of SMM rare earth products.

[general Administration of Customs: imports of copper ore and its concentrate increased by 21.76% month-on-month in November 2021] the import volume of copper ore and its concentrate in November 2021 was 2.188 million tons, an increase of 21.76% from the previous month, and an increase of 19.5% over the same period last year. The cumulative import volume from January to November was 21.344 million tons, an increase of 7.4 per cent over the same period last year.

[general Administration of Customs: imports of unwrought copper and copper materials increased by 24.34% month-on-month in November 2021] imports of unwrought copper and copper materials in November 2021 were 510402.3 tons, an increase of 24.34% compared with the same period last year, down 9.07% from the same period last year. The cumulative import of unwrought copper and copper products from January to November in 2021 was 4939551.7 tons, down-19.9% from the same period last year.

[general Administration of Customs: exports of unwrought aluminum and aluminum products reached 509300 tons in November] on December 7, the General Administration of Customs released the value table of national import and export key commodities from January to November 2021. The export volume of unwrought aluminum and aluminum products reached 509300 tons in November, an increase of 6.2% over October, 20.12% from January to November last year, and a cumulative increase of 14.9% over the same period last year. "View details

[a multi-pronged approach to the transformation of Nanshan aluminum industry through the construction of overseas plants and recycling of recycled aluminum] recently, the Ministry of Industry and Information Technology issued the "14th five-year Plan for Industrial Green Development" to speed up the transformation of low-carbon energy consumption. The transformation of the aluminum industry from traditional energy to green low-carbon energy is the development trend of the industry. Whether it is building factories overseas or paying attention to the recycled aluminum industry, Nanshan Aluminum's multi-pronged transformation also shows its determination and confidence in the transformation. "View details

[Nanshan Aluminum: the company is cooperating with BYD to carry out a number of Calendering product tests] Nanshan Aluminum said on the interactive platform that the company has conducted many technical exchanges with BYD and has been fully recognized by each other. At present, the company is cooperating with BYD to test a number of Calendering products and actively promote cooperation with BYD. In terms of power battery foil, BYD, Ningde era, AVIC Lithium, Yiwei Lithium Energy, Guoxuan Hi-Tech and other leading enterprises in the field of power battery are all company customers, and with the gradual expansion of the company's 21000 tons of high-performance power battery foil project, will further expand the company's market share in power battery foil high-end products.

[Yida shares plans to invest in the construction of a high-efficiency new activated alumina new material project with an annual output of 20, 000 tons] Yida shares announced on December 6 that the high-efficiency new active alumina new material project to be invested will be located in Jiangyin Lingang Economic Development Zone, with a total investment of 260 million yuan and an annual production capacity of 20, 000 tons.

[conference transcript: 2021 China stainless Steel & Metal burden Conference came to a successful conclusion! On December 7th, the 2021 China stainless Steel-Metal burden Conference held by SMM came to a successful conclusion in Wuxi! At the meeting, Jia Qipu, director of Shanghai Aoshi Shipping Co., Ltd., Feng Hang, general manager of Henan Getian Renewable Resources Co., Ltd., Zhao Yongpu, CEO of Shanghai Danzhang Technology Co., Ltd., Shen Yi, director of Shanghai Environmental Energy Exchange, Zhang Junhong, general manager of Shanghai Lishi International Trading Co., Ltd., Wang Cong, research director of Zhongji Ningbo Group Co., Ltd. And the senior SMM analyst revolves around the change of stainless steel nickel iron industry chain, whether the attack of high matte nickel leads to the change of nickel iron supply and demand pattern, the national ferrochromium supply and price trend under the policy of limiting electricity and production, the development of scrap steel industry under the situation of furnace charge shortage, and the new ecology of stainless steel industry development. Hot topics such as the supply pattern of stainless steel market and the realization of value preservation in stainless steel industry in the environment of high fluctuation of raw material prices are discussed and analyzed under the expectation of production reduction under double control of energy consumption. "View details

[stainless steel conference | SMM: stainless steel high drop current enterprise production loss is expected to be a small surplus of 520000 tons of stainless steel next year] SMM: 2021 stainless steel prices fell high, with the decline in demand growth, production recovery, inventory began to accumulate, raw material prices collectively fell stainless steel costs moved down, the current stainless steel production has been a loss. Looking ahead to 2022, the growth rate of stainless steel consumption is not expected to be particularly pessimistic. According to the 3.5% consumption growth rate, the demand is expected to have a small surplus of 520000 tons of stainless steel next year. However, there is still some uncertainty about the production of new capacity on the supply side. "View details

[stainless steel conference | SMM: supply and demand is weakening at the end of the year. New energy drives manganese sulfate demand preference in 2022] SMM expects that the growth rate of manganese sulfate production next year may be the same as the terminal annual demand consumption, so SMM expects that the supply and demand of high purity manganese sulfate will tend to balance this year and next year. Driven by the ternary market in the future, the demand for high-purity manganese sulfate will continue to increase. It is expected that the domestic spot supply and demand of electrolytic manganese will rise and fall limited by the end of this year, while manganese sulfate will fluctuate slightly and slightly with the expansion of production by individual manufacturers and the general market price of terminal demand at the end of the year. "View details

[cumulative steel imports fell 29.6 percent from January to November compared with the same period last year] according to data from the General Administration of Customs, China's steel exports reached 4.361 million tons in November 2021, down 3.02 percent from October, and 0.93 percent lower than last year. 61.875 million tons from January to November, an increase of 26.7 percent over the same period last year. Steel imports in November were 1.424 million tons, up 26.35 percent from October, down 23.19 percent from last year, and 13.267 million tons from January to November, down 29.6 percent from the same period last year. Imports of iron ore and its concentrates reached 104.955 million tons in November, up 14.57 per cent from October and up 6.93 per cent from January to November last year, down 3.2 per cent from January to November. "View details

According to the National Development and Reform Commission, Inner Mongolia Autonomous region actively strives for superior support to ensure an increase in coal supply and increase in coal supply. With the support of the National Development and Reform Commission, the State Administration of Mine Safety and other relevant ministries and commissions, the production capacity has been rapidly increased, and 115 coal mines have been approved in five batches. Formulate and introduce security policies to meet the use of coal for heating in rural and pastoral areas. It is decided to provide no less than 2 tons of inexpensive coal to each household at the price level not exceeding the price level of the same period last year, so that farmers and herdsmen in the region can afford coal for heating in winter and stay warm through the winter.

In November, the National Energy Group produced 51.286 million tons of coal per month, breaking the 50 million-ton mark again, an increase of 946000 tons over the original record, while the monthly sales of commercial coal reached 64.098 million tons, an increase of 4.264 million tons over the same period last year.

[SMM analysis: at one point it rose nearly 9%! Analysis of the reasons behind the recent strength of iron ore] news on December 7, today's comprehensive reserve reduction arrived as promised, the Politburo meeting released the signal of "stability and progress in stability", and the statement on real estate was also positive, once again tamping the "policy bottom" of land production. multiple factors directly affected iron ore, advancing rapidly all the way after the opening of trading, rising rapidly near midday, and iron ore soared 8.66% by midday close. It continued to rise in the afternoon and rose nearly 9% at one point, then fell slightly, and finally closed up 6.72%. SMM believes that the current hot metal supply is under the double impact of demand and policy. "check the details.

[Hegang Group raises the guiding price of rebar] Hegang Group raises the guiding price of thread in Beijing market by 10Mu30 yuan / ton, and the guiding price of thread in Tianjin market by 10mur30 yuan / ton; after adjustment, the guiding price of 25mm thread in Beijing market is 4890 yuan / ton; the guiding price of 25mm thread in Tianjin market is 4900 yuan / ton.

[inner Mongolia issues High-quality Development Plan for New Materials Industry in 2025 to strive to achieve advanced steel production capacity of more than 4 million tons] Inner Mongolia Industry and Information Department issued "Inner Mongolia Autonomous region New material Industry High-quality Development Plan (2021-2025)" (hereinafter referred to as the scheme). It is pointed out that by 2025, strive to achieve the following goals: the production capacity of advanced iron and steel materials is more than 4 million tons, and promote the extension of the electrolytic aluminum and copper industry chain. Focus on the development of high-performance aluminum and copper materials. By 2025, the production capacity of high-performance aluminum will be more than 2 million tons, and that of high-performance copper will be more than 600000 tons, with an output value of about 40 billion yuan. "View details

[SMM electric furnace operating rate: scrap prices rebounded spot sales improved this week electric furnace operating rate rose slightly compared with the previous week] according to SMM's survey of 34 independent electric arc furnace steel mills producing building materials, the operating rate was 53.99% as of December 7, up 6 percentage points from last week. Scrap steel rebounded strongly this week, market supply increased slightly, steel mills were less difficult to purchase, and recent spot signs of stabilization, sales improved, steel enterprises in some areas increased production enthusiasm, but environmental inspectors in the southwest were slightly stricter. The overall electric furnace operating rate has increased slightly. "check the details.

December 7, 2021: according to SMM research, due to production commissioning and other problems at a Glencore mine in Congo, the production problems originally planned to be solved by the end of this year may be delayed. It is expected that mine supply may have an impact to a certain extent in the fourth quarter of this year and the first quarter of next year.

[expand the precursor again! Chuanfa dragon python plans to build an annual production capacity of 100000 tons of iron phosphate project] Chuanfa dragon python plans to set up a joint venture company to invest in the construction of 100000 tons / year new energy material precursor iron phosphate project in Qianjiang City, covering an area of about 300mu. It is scheduled to be completed and put into production by the end of 2023. "View details

[thousands protest against Rio Tinto's lithium project in Serbia] thousands of people in Belgrade and other Serbian towns blocked major roads and bridges for hours during anti-government protests over the weekend, targeting two new laws that environmentalists say will allow foreign companies to take advantage of local resources. Demonstrators protested against Rio Tinto's Jadar lithium project and Zijin Mining's recently opened Cukaru Peki copper and gold mine, claiming that these projects would pollute land and water in the Balkan country. "View details

[Guangzhou Auto and SAIC invested 300 million yuan in Jiuling Lithium Industry] it was learned from GAC GROUP that Guangzhou Automobile Capital, SAIC Group Shangyi Capital and Investment Jiuling Lithium Industry formally signed a strategic investment agreement, with a total investment of 300 million yuan. With this strategic investment, GAC and SAIC will deeply integrate the upstream and downstream resources of the new energy vehicle industry chain to ensure the large-scale mass production and stable supply of lithium carbonate, the core raw material of new energy batteries.

Ke Heng said on the investor interactive platform on December 7 that the price of the company's rare earth light-emitting materials basically fluctuates with the price of rare earth raw materials. Although it is not the most important business area of the company, the company will not take the initiative to compress its light-emitting material business. It will vigorously promote the development of this business, and the company's rare earth light-emitting materials business is expected to grow this year.

[general Administration of Customs: exports of rare earths surged 86.1 per cent in November compared with the same period last year] according to the General Administration of Customs, China's exports of rare earths in November were 4859.2 tons, up 12.21 per cent from the previous month and 86.1 per cent over the same period last year; rare earth exports remained at a high level this year, with a cumulative export volume of 44830.1 tons from January to November this year, an increase of 43.3 per cent over the same period last year. "View details

On the evening of December 6, Jinli permanent Magnet issued an announcement. Jiangxi Jinli permanent Magnet Technology Co., Ltd. received a "fixed-point notice" from the vehicle business headquarters of Japan Electric Power Co., Ltd on December 4, 2021, and the company became its rare earth permanent magnet material supplier.

[the first phase of the project has not been able to produce 600000 tons of titanium dioxide again] the previous 200000 tons of titanium dioxide (commonly known as "titanium dioxide") project has not yet reached production, and the new project of Kuncai Technology will be launched again. On the evening of December 6th, the company announced that "in order to make full use of existing land resources and expand the advantage of production capacity", the company plans to invest in the construction of a new project with an annual output of 600000 tons of titanium dioxide. the project includes an additional annual production of 600000 tons of titanium dioxide and 600000 tons of iron oxide, with a construction period of 36 months.

[Dolly Varden Silver acquires Homestake Ridge Gold and Silver Project to further develop Precious Metals Resources] Dolly Varden Silver is acquiring Fury Gold Mines's Homestake Ridge Gold and Silver Project in the Golden Triangle, British Columbia, in cash and stock transactions with a transaction value of C $5000. "View details

Terminal information

Since the announcement of two desert photovoltaic projects in mid-October, Eli Jie Neng (600277 SH) released another positive note last night. [load forward Yilijie Neng introduces the Central Enterprise War Investment Cooperation Desert Photovoltaic Project] since the announcement of two desert photovoltaic projects in mid-October. According to the announcement, Yili Group, the company's controlling shareholder, intends to transfer its 397.8 million shares (accounting for about 11.1722% of the total share capital) of the company to three Gorges Ordos by agreement, and the three Gorges Ordos will become the second largest shareholder of Eli Jianneng. The share price rose by the daily limit today.

[global semiconductor capacity expansion reached US $146 billion in 2021, twice as much as in 2016] according to Gartner, the planned investment in global semiconductor capacity expansion in 2021 is US $146 billion, 50% higher than before the outbreak and twice as much as in 2016.

[AFS: 2021 China may cut production by 2.15 million vehicles due to lack of core accounting for 19% of the total global production reduction] according to the latest data from AutoForecast Solutions (AFS), as of December 5, due to chip shortage, the cumulative production reduction in the Chinese automobile market has reached 1.982 million, and that in the global automobile market has reached 10.122 million. According to AFS, China's auto market will reduce production by 2.148 million vehicles this year, accounting for 19% of the total global production reduction. "View details

[top 10 of global power battery installations in October: Ningde era is the leader of BYD Super Panasonic! According to data released on Dec. 2 by SNE Research, a South Korean market research firm, the global installed capacity of power batteries was about 26.2 GWh, year-on-year growth of 70% in October 2021. There are still six Chinese battery manufacturers on the global Top 10 list of power battery installations in October. Among them, the Ningde era is still at the top, with honeycomb energy and Yiwei lithium crowding out Lishen and prospective power on the list.

[production expansion and growth rate Tesla Shanghai Super Factory will have an annual output of more than 1 million vehicles] A few days ago, the environmental information disclosure platform of Shanghai enterprises and institutions showed that Tesla is conducting an environmental assessment announcement on the production line optimization project of the second phase of the Shanghai super factory project (phase I). The report shows that the project, with a total investment of 1.2 billion yuan, is expected to start in December and be completed as soon as April next year. "View details

Invest 15 billion! BYD New Energy Auto parts Project started in Xi'an on December 5, the signing ceremony of BYD New Energy Auto parts Project and the opening ceremony of the industrial park were held in Xi'an. The project plans to invest a total of 15 billion yuan, mainly to build new energy vehicle core parts production plants, such as electric assembly factory, motor factory, Seiko center, gear factory, electric control factory, power factory, brake factory and so on.