[Chilean courts agreed to suspend new lithium mining contracts] on January 15th, according to the Chilean judiciary, Chilean courts suspended two lithium production contracts awarded by the government this week. In investigating the matter, the court accepted the injunction against the bidding process. The move comes after the Chilean government pushed for more contracts to mine the world's largest lithium deposit, prompting harsh criticism from President-elect Gabriel Baldrick and other opposition groups who tried to stop the bidding process. The outgoing government is seeking to reverse the country's declining share of the global lithium market, but has been criticized by Chilean opposition groups. Small Financial Note: according to an email statement from Chile's Ministry of Mines, Chile gave two of the five lithium mining contracts to BYD Chile and Servicios y Mineras del Norte.
[Tianqi shares: net profit in 2021 increased by 146% to 195% compared with the same period last year] Tianqi shares issued a performance forecast, which is expected to return home net profit of 150 million yuan to 180 million yuan in 2021, an increase of 145.71% and 194.85% over the same period last year. During the reporting period, benefiting from the development of the new energy vehicle industry, the strong demand for power battery materials led to a continuous rise in the prices of metals such as cobalt and lithium, and the sales prices of the company's lithium battery recycling plate products rose sharply. as a result, the business income and profits of the company's lithium battery recycling plate increased significantly compared with the same period last year.
[Ningde Times: the company's lithium-ion battery capacity supply reaches 240GWh] Ningde Times replied to the Shenzhen Stock Exchange that the company's lithium-ion battery production capacity from January to September in 2021 was 106.41GWh.After completing the capacity climbing and stable operation of the company's lithium-ion battery production line, the total annual design capacity will reach 220GWh to 240GWh. according to the prudent principle, the company's lithium-ion battery capacity supply is calculated according to 240GWh. According to the above assumptions, from the future capacity demand and the company's existing capacity, the company's capacity gap in 2025 is not lower than 430GWh. The annual production capacity of the company's new lithium-ion battery is about 135GWH, which meets the needs of the company's business development. According to the aforementioned estimates, after considering the new production capacity of this investment project, the company still has a 295GWh capacity gap, assuming that according to the more cautious investment intensity of 300 million yuan / GWh, the corresponding investment scale is expected to be about 88.5 billion yuan. Combined with the future market demand, the company's market position and existing production capacity, the company's new capacity scale is reasonable.
[Skyline shares: setting up New Energy Division and Home Appliances Division] Skyline shares announcement, the company currently operates two main businesses of home appliances and lithium battery materials, in order to strengthen plate operation and management, the company set up new energy division and home appliance division and adjusted the company's organizational structure according to the actual situation of the company to further optimize corporate governance and improve the company's management level and operation efficiency.
[Shangwei shares: plans to invest 8 billion yuan with Conch Entrepreneurship to invest 8 billion yuan in the construction of negative electrode materials integration project for power storage battery] Shangwei shares announcement, the company signed investment agreements with Leshan Municipal Government, Conch Entrepreneurship, etc., and plans to invest in the construction of "New Energy Southwest Manufacturing Base Project" in Leshan High-tech Zone, Sichuan Province. On the same day, the company and Conch Entrepreneurship signed a "joint venture agreement" on the investment and construction of the first phase of the integration project of 200000 tons of negative materials for power storage batteries in the aforementioned "Investment Agreement". It is proposed to jointly fund the establishment of a joint venture company to operate the investment project. The total investment is expected to be 8 billion yuan, of which the first phase of the project is to build an integrated project with an annual production capacity of 40, 000 tons of negative electrode materials for power storage batteries, with an estimated investment of 1.6 billion yuan.
[$2.4 billion subsidy! India wants to promote the "localization" of power batteries. Local Indian companies and overseas auto giants are actively joining the Indian government's battery localization program. Ten companies, including Reliance Industries and South Korea's Hyundai Motor, owned by Indian billionaire Mukesh Ambani, have applied to join the government's $2.4 billion battery production program, the Ministry of heavy Industry and Public Enterprises said on Saturday. Currently, manufacturers plan to bid for battery storage capacity of 130 GWH, 2.6 times the government's target.
Related readings:
The inventory situation of downstream enterprises before and after the Spring Festival is poor. The price of lithium carbonate is still obviously high [SMM analysis]
Today, lithium carbonate rose 5000 yuan again to 326000 electrolytic cobalt price to break through 500000! [SMM Express]
The difficulty of purchasing lithium salt of 3.5 million new energy vehicles produced and sold in China in 2021 has been upgraded [SMM Cobalt Lithium spot Weekly report]
2021 cumulative sales of power batteries in China soared 182% from the same period last year, the Ministry of Industry and Information Technology re-emphasized support for the development of new energy vehicles
The installed capacity of lithium iron phosphate battery increased by 227% in 2021 compared with the same period last year. Domestic lithium battery enterprises let a hundred flowers blossom [SMM annual inventory]
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