[2.21 Lithium Express] Guangqi said to complete the preparation for the listing of lithium and other metal futures as soon as possible | Guotai Junan expects lithium prices to remain strong.

[Guangzhou Futures Exchange: it is speeding up the research and development of industrial silicon, polysilicon, lithium, rare earth and other metal futures varieties to complete the relevant preparations for listing as soon as possible] according to the official microblog of Guangzhou Futures Exchange on February 20, Zhu Lihong, general manager of Guangzhou Futures Exchange, said a few days ago that we will actively and steadily promote the research and listing of green development futures products such as carbon emission rights, electric power, new energy metals, and so on. Guangzhou Institute is speeding up the research and development of industrial silicon, polysilicon, lithium, rare earth, platinum and palladium and other metal futures, and completing product contract design and related rules preparation for listing as soon as possible, so as to provide effective risk management tools for the development of photovoltaic, energy storage and other new energy industries.

[Zhongke Electric: plans to cooperate with Ningde Times to build an integrated project of negative materials for lithium batteries] Zhongke Electric announced that Zhongke Star City Holdings and Ningde Times will increase the capital of the company's subsidiary Zhongke Star City in Gui'an New area, of which, Zhongke Star City Holdings will increase its capital by 420 million yuan to Zhongke Star City in Gui'an New area, and Ningde Times or its wholly-owned subsidiary will increase 280 million yuan to Zhongke Star City in Gui'an New area. After the completion of this capital increase, The registered capital of Zhongke Star City in Gui'an New area will increase from 100 million yuan to 800 million yuan. Gui'an New area Zhongke Xingcheng "annual output of 100000 tons of lithium battery anode materials integration project" the first phase of the proposed construction of 65000 tons of capacity, the second phase of the proposed construction of 35000 tons of capacity.

[Longbai Group: signed strategic cooperation framework agreement with Henan Geology and Mineral Exploration and Development Bureau] Longbai Group announced that it has signed a strategic cooperation framework agreement with the second Geology and Mineral Resources Survey Institute of Henan Geology and Mineral Exploration and Development Bureau. extensive cooperation will be carried out in the integration, reserve, exploration and development of titanium, zirconium, graphite, lithium and other mineral resources in domestic and foreign regions.

[Jinyuan shares: strategic cooperation with Jinzang Film Environmental Protection in the field of lithium extraction technology] Jinyuan shares announcement, the company and Jinzang Film Environmental Protection signed a "Cooperation Framework Agreement". The two sides have reached a deep strategic cooperative relationship in the field of lithium extraction technology. Carry out joint research on key technologies and equipment for lithium extraction from salt lake and promote the implementation of related achievements; carry out joint research on key technologies and equipment for efficient removal of magnesium and lithium from salt lake brine, extraction of potassium from brine, extraction of boron from brine and extraction of rubidium and cesium from brine.

[Citic Securities: January sales of new energy vehicles are in line with expectations, and industry prosperity is expected to rise] CITIC Securities Research report pointed out that in January 2022, domestic new energy vehicle sales were 431000, month-on-month-18.6%, year-on-year + 135.8%, in line with expectations. In the domestic market, the high prosperity of the industry continues; overseas, the subsidy policy is expected to accelerate the landing, the US market is expected to return to high growth, and the European market is expected to remain high under the increasingly stringent new carbon emissions regulations. Global new energy vehicles have entered a stage of rapid growth, and the current time continues to suggest that we should seize the opportunity of high-quality targets in the global electrified supply chain, especially the supply chain of Tesla, Ningde era and LG Chemistry.

[Guotai Junan: short-term lithium supply and demand may remain strong] Guotai Junan Research newspaper maintains the overweight rating of the lithium and cobalt industry, pointing out that fundamentally, short-term lithium supply and demand will continue to be tight, and lithium prices may remain strong. And the concentrate end is more certain. Although the Ministry of Industry and Information Technology has recently proposed to continue to speed up the development of domestic lithium resources, the increase in lithium supply will not occur within a year (more affecting long-term supply expectations), and it is expected that the spot price of lithium will be easy to rise and difficult to fall in the short term.

Related readings:

This week, the price of cobalt rose rapidly and the lithium carbonate market continued to heat up [SMM Cobalt Lithium spot Weekly report]

New energy production and sales fell both in January but still broke the historical record for the same period [SMM analysis]

The market price of lithium hydroxide follows the rise of lithium carbonate in the first quarter, the supply and demand pattern may be tight [SMM analysis]

Output of ternary materials in China in January 2022 [SMM analysis]

January 2022 Lithium Carbonate production [SMM data]