SMM survey: what kind of metal do you like most in 2022?
[Ganfeng Lithium Industry: the bid for Bacanora has been approved by the Mexican government] Ganfeng Lithium disclosed the progress of its subsidiary Shanghai Ganfeng's tender offer for Bacanora involving mining rights investment. recently, the company received notice from Shanghai Ganfeng that the Mexican government has approved the above offer. So far, more than 75% of Bacanora shareholders have accepted the tender offer, and the tender offer process will remain open to Bacanora shareholders who have not accepted it until further notice. According to relevant laws and regulations, Bacanora will apply to the London Stock Exchange for delisting, which is expected to take effect at 7:00 (London time) on January 26th, 2022.
[lithium salt enterprises expect that the concentrate will be in the most critical moment next year. Lithium enterprises have received quotations of 300000 yuan / ton.] the third round of lithium salt price increases have come, and some lithium enterprises have received quotations of 300000 yuan / ton. In addition, driven by downstream demand, lithium salt supply is insufficient, upstream enterprises basically do not implement long orders. Some lithium salt companies predict that the concentrate will usher in the most critical moment next year.
According to the Guangzhou Institute of Geochemistry of the Chinese Academy of Sciences and the Qinghai Geological Survey Institute, during the second comprehensive scientific expedition of the Qinghai-Tibet Plateau, geological researchers discovered the granite-pegmatite belt related to the mineralization of rare metals such as lithium, beryllium and tungsten during the Indosinian period in Bayankara, Qinghai Province. This is the first time that this type of deposit has been found in Bayan Kara area of Qinghai Province.
[Citic Securities: the new global supply of lithium can meet the growth of downstream demand next year will not become a hard constraint on the development of the electric vehicle industry.] Citic Securities believes that the new global supply of lithium in 2022 can meet the growth of downstream demand and will not become a hard constraint on the development of the electric vehicle industry. It is expected that the configuration logic of the lithium plate will shift from "price increase" to "performance", which will become the trigger and the main driving force of the plate.
[Xiaopeng Motor response intends to introduce AVIC Lithium: supply chain needs to be continuously improved] in response to the news that Xiaopeng intends to introduce AVIC Lithium (AVIC Innovation), Xiaopeng Automobile's relevant person in charge responded to the Financial Associated Press reporter, "the parts supply chain of vehicle production needs to be continuously improved in order to better guarantee supply and production and predict the delivery cycle more accurately." Xiao Cai Note: there were rumors that he Xiaopeng planned to introduce a new main battery supplier, which is AVIC Lithium.
[Ningde era Guizhou project centralized start ceremony held] the Ningde era Guizhou project centralized start ceremony was held on December 24 at the site of the Guizhou new energy power and energy storage battery manufacturing base project in Ningde era in Gui'an New area. Ningde era Guizhou new energy power and energy storage battery production base project is located at Jiaobaima Avenue in Gui'an New District. The first phase of the project covers an area of about 885mu and has an annual production capacity of 30GWh. In addition to the main venue of Gui'an New area, Ningde Times held the opening ceremony of the LIFSI project invested by the holding subsidiary time Sikang and the projects such as lithium hexafluorophosphate and iron phosphate in cooperation with Guizhou Phosphating Group at the branch venues of Kaiyang County, Xifeng County and Fuquan City.
Related readings:
China's total output of lithium hydroxide reached 175000 tons in 2021, which is expected to rise 35% next year compared with the same period last year [SMM Annual inventory]
The "Hub" of Lithium Salt with strong Price increase: a detailed study of Lithium Carbonate Market changes in the whole year [SMM Annual inventory]
This time it's the diaphragm! "Ningwang" 850 million yuan prepaid lock Shanghai Enjie! [SMM analysis]
The output of cobalt sulfate in 2021 is expected to reach 62800 gold tons, with an average monthly price of 49.2% higher than at the beginning of the year [SMM analysis]
China's output of ternary precursors reaches 585000 tons in 2021 and is expected to increase by 33% next year compared with the same period last year [SMM analysis]
Today, the quotation of lithium carbonate and lithium hydrogen oxide rose 4000 yuan / ton again [SMM Express]
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