[SMM Metal Morning reference] Metal Pu Lun tin brushes an all-time high | Analysis of Indonesia's high nickel matte export | Lithium carbonate procurement heat decreases.

Minutes of SMM Bronze Morning meeting: real-time refresh, please follow!

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SMM Aluminium Morning meeting minutes: real-time refresh, please follow!

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Minutes of SMM lead morning meeting: real-time refresh, please follow!

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Summary of SMM Zinc Morning meeting: real-time refresh, please follow!

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SMM Tin Morning News: Shanghai tin main contract replaced 2205 to become the main contract, Lunxi to maintain the recent strong trend to a new high, Shanghai tin driven by the shock center of gravity Synchronize moved up. Fundamentals, the domestic warehouse receipt inventory fluctuation is small, the spot market shipment performance still maintained the recent low situation, the market rising water slightly higher than before, but the overall spot price down with the market.

"Lunxi slightly climbed the price to a new high, and the main contract of Shanghai tin completed the replacement [SMM Tin Morning News]

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SMM Nickel Morning meeting minutes: real-time refresh, please follow!

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Minutes of SMM Steel Morning meeting: yesterday even railway shock uplink in the morning, afternoon callback. The price quoted in the port spot market in early trading is steadily lower than that of yesterday. The wait-and-see mood of the market is heavier. The spot trading volume at the port continued to be low. The transaction price of PB powder in Shandong area is 860-875 yuan / ton. The transaction price of super powder in Shandong area is 520-545 yuan / ton, which is 0-5 yuan / ton higher than that of the day before. The transaction price of PB powder in Tangshan area is 890 yuan / ton. The price is 10 yuan / ton higher than that of the day before yesterday. Since October last year, port inventory has accumulated continuously.

Rain and Snow Weather affects downstream recovery of Steel Price shock Operation [minutes of SMM Steel Morning meeting]

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Summary of SMM cobalt lithium morning meeting: the price increase of lithium carbonate slowed slightly this week, and the output of domestic lithium carbonate enterprises has not yet been separated from the impact of maintenance and resource shortage, but there have been varying degrees of maintenance and production reduction in the downstream lithium iron phosphate plate from February to March, and the purchasing heat has declined. On the other hand, under the pressure of surging costs caused by the high-speed upward rise in lithium prices, some battery and material companies have adopted a "abandon buying" strategy for lithium carbonate of more than 470000 yuan per ton.

"the purchase of 313000 lithium carbonate vehicles sold by new energy passenger cars fell in January [minutes of the SMM Cobalt Lithium Morning meeting]

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Crude oil: international oil prices held steady below 2014 highs on Wednesday, easing supply concerns that the crisis in Ukraine is unlikely to disrupt crude oil supplies from Russia.

On the dollar side: the dollar rose slightly on Wednesday as the latest developments in the crisis in Ukraine undermined investor risk appetite and the stock market sell-off helped boost safe-haven buying of the dollar. By the close, the dollar edged up 0.13%.

Today, we will release data such as changes in API crude oil inventories in the United States in the week ended February 18, the actual annualized quarterly rate of GDP in the fourth quarter, and the number of initial jobless claims in the week ended February 19, and pay attention to the data to guide the direction of its monetary policy.

Metal futures: overnight inside and outside the plate metal floating green, the outer plate only Lun lead and Lun Xiwei two floating red. Renxi closed up 1.64%, hitting an all-time high of $45210 in intraday trading. Lomalco and Lennick, which had previously been strong, closed slightly lower overnight, but they were still hovering near their previously refreshed multi-year highs. Only shanghai tin closed up 0.85% in inner trading. Shanghai zinc was the first to bear the brunt of a 1.55% decline, followed by Shanghai Aluminum with a 1.11% decline.

The whole line of black except iron ore was green, and iron ore closed slightly higher by 0.43%. The hot coil fell by 0.18% and the thread by 0.25%. Stainless steel had the largest decline, at 0.79%. Shuangjiao fell at night, with coking coal down more than 0.4 and coke down 0.7%. "View details

Precious metals: COMEX gold futures climbed on Wednesday, with settlement prices hitting their highest level in more than a year amid heightened concerns about the escalation of the conflict between Russia and Ukraine.

Us stocks closed lower on Wednesday, with the Dow closing at its lowest level so far in 2022 and the S & P 500 recording its fourth consecutive session of decline. The market continues to pay close attention to the development of the situation in Russia and Ukraine. By the close, the Dow closed down 464.85 points, or 1.38%, at 33131.76; the Nasdaq was down 344.03, or 2.57%, at 13037.49; and the S & P 500 was down 79.26, or 1.84%, at 4225.50.

Closing trend overnight as of 6:25

February 23rd LME basic metal warehouse total inventory (in tons)

February 23rd list of LME Base Metals Registration and cancellation Warehouse receipts (in tons)

[SMM Yangshan copper spot: demand gap expected weak Yangshan copper premium continued to decline] February 23rd warehouse receipt quotation of US $25-43 / ton, average price of US $34 / ton, average price down US $2 / ton compared with the previous trading day; bill of lading quoted US $26-42 / ton, average price of US $34 / ton, average price down US $4.50 / ton compared with the previous trading day, QP March, quotation refers to the source of goods arriving in Hong Kong at the end of February and early March. LME0-3 litre water is 46.25 US dollars / ton, and the import loss of 03 contract is around 600RMB / tonne. "check the details.

[ADC12 Price Daily Review: aluminum prices fell relatively stable] on February 23, aluminum prices fluctuated lower, A00 aluminum prices fell 230yuan / ton to 22700 yuan / ton compared with the previous trading day, while recycled aluminum prices remained stable. In terms of domestic prices, the quotations of large domestic recycled aluminum enterprises remain at 22150-22650 yuan / ton; for small and medium-sized plants, the quotation is also stable around 21900-22100 yuan / ton. In terms of import and export. "check the details.

[nickel sulfate spot market week (middle) comment: light transaction purchase node has not reached the nickel sulfate supply and demand tightening quotation is strong] this week the nickel price below 180000 wide shock operation, the macro mood expected nickel inside and outside the disk structural changes, the trend of the outer disk is stronger than the inner disk. However, battery-grade nickel sulfate in the current spot almost, the basic balance between supply and demand, did not follow the decline in the price of nickel and the price fell. The quotation remains at 4. 1-42000 yuan / ton. Downstream purchasing demand is relatively light this week and has not yet reached the purchasing node next month. "View details

[SMM in-depth Analysis: analysis of the flow of Global Pure Nickel supply under US Financial sanctions against Russia] current market transactions if the United States is expected to impose sanctions on Russia, if sanctions occur, the Russian nickel board originally flowing to Europe and the United States may turn to countries or regions outside Europe and the United States, especially China. The increase in the entry of Russian nickel into China means that Europe and the United States need to seek alternative products from the global market. For the European market, according to SMM, there is more demand for stainless steel and alloy casting. "check the details.

[SMM heavyweight Analysis: Indonesian High Ice Nickel Export Analysis] according to Lao du Indonesian data, Indonesia's high matte nickel exports totaled 6087 tons, equivalent to 4748 tons of metal, in January 2022. Mainly for export to Japan, a small amount to China. According to SMM data, as shown in the chart below, Indonesia has exported high matte nickel between 7500 and 8500 physical tons per month over the years, which is basically in line with Vale's high matte output. "check the details.

[SMM analysis: 4.5 billion yuan! Speed up the construction of Argentina Salt Lake project! On December 22, 2021, Mount Qomolangma in Tibet held the opening ceremony of the 50,000-ton lithium carbonate salt lake project in Argentina, and the construction of the project officially began. In the past two days, Mount Qomolangma in Tibet has once again connected with Guan Xuan's three construction contracts, and the fire is at full speed to promote the Argentine Lithium potassium Co., Ltd. to produce 50,000 tons of lithium carbonate to extract lithium from the salt lake. The total amount of the three contracts can reach 4.54 billion yuan, and Mount Qomolangma in Tibet will fully promote the operation of the salt lake project. "check the details.

[SMM Analysis: strategic Cooperation! Sinorama Science and Technology join hands with Olympic New Energy, Panasonic China to deepen the battery layout! On the evening of February 22nd, Guangdong Guanghua Science and Technology, a listed A-share company and a manufacturer of lithium iron phosphate, issued a notice on signing a strategic cooperation agreement with Aodong New Energy Automotive Technology Co., Ltd. And Panasonic (China) Co., Ltd. "View details

[SMM analysis: stainless steel fell sharply in early trading from the spot and cost level] on February 23, the SS2204 contract fell more in early trading, falling more than 600 yuan / ton, falling below the 5-day and 10-day moving average and was supported at the 20-day moving average. Spot market, the demand is weak, Wuxi area due to the current procurement node has not yet arrived, and even the arrival of goods stagnant at the port. "View details

[SMM analysis: Baise municipal government issued policy measures to deal with the epidemic and support the resumption of work. The demand for ferrochromium is expected to resume production at the end of the month, and the demand for ferrochromium is expected to increase. Ferrochromium manufacturers are bullish on the future, and the price of ferrochromium has risen under the mentality of price-raising. The control of Baise epidemic situation is basically over. Ironworks such as Guangxi Zhitaixin Materials Co., Ltd., Guangxi Baise Zhenxin Investment Co., Ltd., Guangxi Debao Jiguang Metal material Co., Ltd., Guangxi Debao Zhongtai Trading Co., Ltd., and other iron mills indicated that they have plans to resume production by the end of the month. Guangxi's cumulative output in 2021 is 383700 tons, accounting for 6% of the national output. "View details

[SMM thread spot review: the demand has not yet returned to the period of the spot price continues to fluctuate] February 23 snail range shock, spot quotation is basically stable, price reduction in some areas, sub-regional point of view, Hangzhou transaction is more general, the previous day local rain and snow weather, downstream construction has been affected to a certain extent, and the terminal has not yet fully resumed work, inventory continues to accumulate. As of February 16, the social inventory of building materials in Hangzhou was 881000 tons, an increase of 112000 tons over the previous week. "View details

[SMM Coke spot Daily Review: some steel mills have accepted the first round of coke price increases] overall, the increased enthusiasm of steel mills to replenish the stock has led to an increase in orders from coking enterprises and reduced inventory pressure. It is expected that the coke market will be stable and strong in the short term, and the first round of coke price increases will fall to the ground in the near future. "check the details.

SMM analysis: what is the impact of the escalation of the conflict between Russia and Ukraine on iron ore? As the political affairs of Russia and Ukraine are tight, many kinds of big goods will be affected. will it have an impact on the price of iron ore market? China imported 1.12432 billion tons of iron ore in 2021, of which 14.8 million tons were imported from Ukraine, accounting for 1.3%, and 6.8 million tons from Russia, accounting for 0.56%. "check the details.

[SMM Hangzhou thread weekly inventory: demand is still in the recovery phase inventory accumulation] as of February 16, Hangzhou building materials social inventory was 881000 tons, an increase of 112000 tons, or 14.56%, over the previous week. 225000 tons less than last year, a year-on-year decrease of 20.3%. "check the details.

[SMM analysis: how is the performance of the Si-mn market with a sharp increase in the operating rate of terminal steel mills] generally speaking, the resumption of production plans and the substantial increase in the operating rate of steel enterprises are gradually reversing the situation that supply exceeds demand in the previous Si-mn market, boosting the overall mentality of the manganese alloy market, and the market is strongly bullish about the future. And affected by the cost support, silicon and manganese low-price supply is difficult to find, the mentality of all parties to raise the price is obvious. However, near the end of the month, the steel move will be carried out soon, although the market activity has increased. "check the details

[SMM Quick Review: stainless steel fell by more than 3%, "late spring cold" hit? The weather is getting warmer, spring is approaching, and the main force of stainless steel rises steadily from January 28 to February 16. Inadvertently, the "late spring cold" attack? Since February 17, it has only risen 0.7% yesterday; it fell more this morning, with the SS2204 contract falling more than 600 yuan per ton, falling below the February 5 and 10 moving averages and being supported at the February 20 moving average. As of 11:30, today's intraday decline of 3.44%, which wind, with the SMM to explore "clues." According to SMM analysis, raw materials. "View details

[SMM comment: Guangxi Huiyuan Manganese Industry 75000 tons of manganese series new energy battery precursor material electrolytic manganese dioxide technical renovation project announced completion] on the morning of February 18th, Laibin Industrial Park held a ceremony for the production of high-precision integrated electronic products and the concentrated completion of major projects in the first quarter of 2022, setting off the most exciting part of a new round of industrial development. A total of 15 projects were completed, with a total investment of 2.779 billion yuan, covering key areas such as electronic information, high-end household paper, new chemical materials, infrastructure and so on. "View details

[SMM Silicon-Manganese Daily Review: the price-up mentality of the silicon-manganese market is obviously in a game stalemate] on February 23, 6517 (cash) 6517 (cash) of silicon and manganese in the northern market was 8000-8200 yuan / ton, and 6517 (cash) of silicon-manganese in the southern market was 8000-8300 yuan / ton. As far as SMM knows, at present, the price of raw materials is rising, and the spot price is supported by certain costs. And near the end of the month, the steel move is about to be carried out, the market activity is enhanced, all parties are not willing to sell at a low price, and the price-raising mentality is obvious. In the short term, before the steel move is settled, the market game mood is heavy, the low price is reluctant to sell, the high price transaction is not easy, and the Si-mn price may maintain a stable, medium-strong operation. "check the details.

[the high rigid demand of SMM: conflicts with the weak sentiment of electrolytic manganese] on February 23, the overall turnover of the manganese market continued to be light, and the terminal of individual steel enterprises opened a March manganese raw material purchase order, according to some unstarted manganese factory operators. "check the details.

[SMM Daily Review: the supply of low-grade silicon for oxygenation in southwest China is tight] the price of silicon continued to rise on February 23rd. The price of oxygenated 55 silicon in Huangpu Port was 20900-21000 yuan / ton, and that of 44 silicon was 21800-22000 yuan / ton. Yunnan and Sichuan are in the dry season when metal silicon enterprises start work to maintain a low level, because the supply of low-grade silicon with oxygen is less and the spot supply is tight and there is a price difference between the supply from the north and the supply from the north. "check the details.

[SMM Vanadium spot KuaiBao: prices of Vanadium products keep stable upstream and downstream] February 23 domestic vanadium prices remained stable, with vanadium powder trading price of 2200-2400 yuan / kg, 50-vanadium ferrovanadium trading price of 13.8-141000 yuan / ton vanadium-nitrogen alloy transaction price of 19.4-197000 yuan / ton, vanadium pentoxide (flake V2O5 > = 98%) trading price of 13-133000 yuan / ton. SSM believes that the price of vanadium products will remain in a relatively stable range this week, and demand and supply will not change much. "check the details.

[SMM Daily Review: the mainstream prices of rare earths are stable and there is a strong overseas demand for erbium gadolinium] since yesterday (February 22) afternoon, the market has increased shipments of mainstream rare earth oxides such as praseodymium oxide, terbium oxide, dysprosium oxide, gadolinium oxide, etc., the mainstream transaction price of praseodymium and neodymium oxide is stable at 110-1.11 million yuan / ton, and the mainstream market quotation is slightly reduced from 1.12 million yuan / ton to 1.11 million yuan / ton. The market transaction prices of dysprosium oxide, gadolinium, erbium and other medium and heavy rare earth products have all fallen slightly, with the mainstream trading price of dysprosium oxide slightly reduced to 313-3.15 million yuan / ton, gadolinium oxide to 66-670000 yuan / ton, and erbium oxide market transaction price to 39-395000 yuan / ton for the first time this week. "check the details.

[Baotou Aluminum achieves full production and overproduction] on February 21, with the smooth power-up and start-up of No. 0033 electrolytic cell in the first working area of the second electrolysis plant, 1320 electrolytic cells of five electrolytic series of Baotou aluminum have all been put into operation, creating a historical record for the highest number of full-production cells in the whole series since the establishment of Baotou aluminum plant.

[Guangxi Xinlan aluminum deep processing project with an annual output of 200000 tons] on February 21st, Guangxi Xinlan Metal Technology Co., Ltd. held a launching ceremony in Guangxi-Guizhou (Tianlin) Economic and Industrial Park with an annual output of 200000 tons of aluminum deep processing project. the project is located in Guangxi-Guizhou (Tianlin) Economic and Industrial Park, covering an area of 65 mu, with a total investment of 200 million yuan. After the project is completed and put into production, it can produce 150000 tons of aluminum alloy bars, aluminum alloy ingots and other new materials and 50, 000 tons of building aluminum formwork, large cross-section aluminum profiles, industrial profiles and other products. "View details

[Baotou North China Aluminum Technology Co., Ltd.] according to SMM, the establishment meeting of Baotou North China Aluminum Technology Co., Ltd. was solemnly held in the auditorium on the third floor of Baotou Aluminum Industry Park. Yuan Maolin, deputy director of Donghe District Government of Baotou City; Zhang Yong, director of the administrative committee of Baotou Aluminum Industrial Park; Tian Yongguang, deputy director of Baotou Aluminum Industry Park; Ru Wensong, deputy general manager of Baotou Aluminum Co., Ltd., North China Aluminum Co., Ltd., Baotou New Materials Technology Co., Ltd. Spring Xue, deputy general manager of Sinalco and the board of directors of Baotou Huabao Technology, presided over the meeting. Yuan Maolin, Wang Deshuang and other leaders, accompanied by Zhang Yong, Tian Yongguang, Ru Wensong and Xia Weihua, jointly unveiled Baotou North China Aluminum Technology Co., Ltd. The establishment of Baotou China Aluminum Technology is the only way for North China Aluminum Industry to implement the national environmental protection policy, and it is also an important part of the transformation and upgrading planning plan of North China Aluminum Industry, which marks a new step in the future development of North China Aluminum Industry. SMM will continue to follow up.

[SMM News: Jinhui shares won two consecutive boards in two days' listing! Jinhui shares were listed on the Shanghai Stock Exchange yesterday with more than 2.7 million tons of lead and zinc metal reserves in production mines. Trading in Jinhui shares was suspended from 09:30 on February 22 and resumed at 10:00 after the Shanghai Stock Exchange announced that trading in Jinhui shares opened directly by the daily limit on the first day of listing. But even so, it still failed to stop the unstoppable sprint of Jinhui shares. On February 23, Jinhui shares opened again by the daily limit of 17.11 yuan per share. "View details

[ILZSG: global lead market turns to shortage in December 2021] the global lead market changed from a revised surplus of 22000 tons in November to a shortage of 37700 tons in December, according to data released on Tuesday by (ILZSG), an international lead and zinc research group. For the whole of 2021, the lead market had an oversupply of 45000 tons, according to ILZSG. The agency says there is a surplus of 154000 tons in 2020. "View details

[Lunlun lead inventory accelerated decline to refresh more than 13-year low] data released by the London Metal Exchange (LME) show that after Lunn lead inventory rose to a phased high of 58175 tons on November 16 last year, it entered the downward channel again, and the decline of Lunlun lead inventory accelerated in the last week, with the latest inventory level of 44775 tons, falling to a 13-year low. Data released by the Shanghai Futures Exchange show that Shanghai lead stocks continue to recover and have been rising for three weeks. Weekly lead stocks in Shanghai rose 4.88 per cent to 86752 tons in the week of February 18, although inventory levels remain relatively low in eight months. "View details

[rising energy prices push up the cost of battery material lead] lead has traded mostly between $2200 and $2400 a tonne over the past few months, underperforming other metals such as aluminum, nickel and tin. Farid Ahmed, an analyst at Wood Mackenzie, said: "higher energy costs in Europe and other inflationary effects have contributed to lead prices of about $70 to $90 a tonne this year compared with last year." "View details

[ILZSG: global zinc market supply gap narrowed to 37300 tons in December 2021] data released on Tuesday by the international lead and zinc research group (ILZSG) showed that in December 2021, the global zinc market supply gap narrowed to 37300 tons, and in November the supply gap was revised to 43100 tons. The move comes after ILZSG reported a supply shortfall of 19700 tons in November. For the whole of 2021, there will be a shortage of 192000 tons of zinc in the global market, compared with a surplus of 503000 tons in the same period in 2020. "View details

[Shanghai tin inventory overall decline to a nearly one-month low] data released by LME show that Lunxi inventory has fluctuated in a range recently. Lunxi inventory has fallen after rising to a 13-month high of 2475 tons on February 3. Lunn tin inventory as a whole still declined in the last week and fell sharply yesterday, with the latest inventory level of 2275 tons. "View details

Stand in line to pull goods! Nickel prices soar, demand is still hot, there is still a supply gap. After last year's sharp rise, the spot price of nickel has risen rapidly since the beginning of the year, rising by more than 15% this year. According to media reports, the nickel electrolytic cell in a smelter workshop is producing at full capacity, and the smelter is looking for ways to increase its capacity in response to the rapidly growing demand. "View details

[SMM project: "off to a good start"! 2021 Lithium industry's first batch of financial reports this material increased the net profit of Tianji shares by more than 7011%. With the passage of more than half of the first quarter, the performance reports of many enterprises in 2021 also began to surface one after another. The lithium industry is recognized as a high-profile industry in 2021, and the performance reports of its related enterprises have also attracted much attention from the market. SMM roughly sorted out the six lithium industry chain-related companies that recently released financial results, and found that the net profit of Tianji shares belonging to listed companies rose by more than 7011% in 2021 compared with the same period last year. "View details

Hot stocks: policy is good? Lithium battery plate repeats long-time illegal rise and stop tide this enterprise's performance "burst" two consecutive boards] on February 23, the lithium battery plate rallied rapidly after the midday opening, and at one point rose more than 2.9% in intraday trading to continue to rise. In this context, the performance of lithium battery stocks is also particularly commendable. Yuntianhua, Yahua Group, Xiangtan Electric, Sony Finance, Yongtai Technology and other stocks rose by the daily limit, reappearing the rising tide for a long time. On the news side, on February 22, the detailed rules of the "implementation Plan for the Development of New Energy Storage in the 14th five-year Plan" jointly issued by the National Development and Reform Commission and the National Energy Administration were released, which mentioned that by 2025, the new type of energy storage has entered the stage of large-scale development from the initial stage of commercialization and has the conditions for large-scale commercial application. "View details

[salt Lake shares: Lanke Lithium 20,000 ton project lithium sinking device has not been put into operation] Salt Lake Co., Ltd. said on the interactive platform that the 20,000 ton lithium sinking device of Lanke Lithium Company has not yet been put into operation due to winter temperature and equipment installation and other reasons. The company will speed up the commissioning progress of the relevant equipment, commissioning and operation as soon as possible.

[the National Development and Reform Commission and the General Administration of Market Supervision jointly held a special meeting to study the prevention of excessive hoarding of iron ore] in view of the recent overall stability of supply and demand in the iron ore market, port stocks have continued to rise to multi-year highs, but prices have risen sharply, recently, the Price Department of the National Development and Reform Commission and the Price Supervision and Competition Bureau of the General Administration of Market Supervision have jointly organized a special meeting of port associations and some port enterprises. Study to significantly shorten the free storage period of iron ore in trading enterprises, increase port hoarding costs, prevent excessive hoarding and other related work, guide port enterprises to urge iron ore trading enterprises to release excessive inventory and return to a reasonable level as soon as possible. The National Development and Reform Commission and the General Administration of Market Supervision pay close attention to the changes in iron ore prices and will, together with relevant departments, further strengthen market supervision, resolutely and severely punish illegal and illegal acts such as fabricating and spreading price increase information, hoarding and hoarding, and driving up prices, so as to effectively maintain the normal order of the market and ensure the smooth operation of iron ore prices. "View details

[joint meeting of the National Development and Reform Commission and the Energy Bureau: further doing a good job in stabilizing coal prices and stabilizing market expectations] on February 22, the National Development and Reform Commission and the National Energy Administration jointly organized a meeting of the competent coal departments in Shanxi, Shaanxi and Inner Mongolia, some port enterprises and coal price index agencies to analyze the current coal market price situation, study and standardize the sampling and release of coal price index, stabilize market coal prices, and so on. And make arrangements for further grasping the work of ensuring coal supply and stabilizing prices. "View details

[Henan: moderately developing advanced production capacity of superior coal types to ensure stable coal production capacity at around 140 million tons / year] Henan Province recently issued the "Henan Province 14th five-year Plan Modern Energy system and carbon Neutralization Plan", which proposed to promote the transformation of coal from total capacity removal to structural high production capacity, speed up the construction of green mines, moderately develop advanced production capacity of superior coal types, and continue to eliminate backward, ineffective and inefficient production capacity. Classified disposal of mines below 300000 tons per year to ensure a stable coal production capacity of about 140 million tons per year. Plan to build a Luoyang high-end petrochemical industrial base with 10 million tons of oil refining and 1 million tons of ethylene, and guide Luoyang Petrochemical to realize the integrated development of refining and chemical industry through extended chain, supplementary chain and strong chain in accordance with the development direction of "less oil and more chemical". Support the construction of a new chemical base in Puyang, combined with the existing chemical industry foundation, research and plan petrochemical succession projects. Support the construction of Nanyang special paraffin production base. "View details

Ministry of Ecology and Environment: the entire process of ultra-low emission transformation of 145 million tons of steel production capacity will be completed in 2021. The Ministry of Ecology and Environment said on Wednesday that the whole process of ultra-low emission transformation of 145 million tons of iron and steel capacity will be completed in 2021. About 4.2 million households of bulk coal management have been completed in the northern region. In addition, the Ministry of Ecology and Environment has also promoted the supervision and assistance of air quality improvement in key areas, continued to carry out comprehensive control of air pollution in autumn and winter and ozone control in summer, and the rising trend of ozone concentration has been effectively curbed.

[Ministry of Ecological Environment: the 14th five-year Plan will accelerate the optimization and adjustment of the structure of industry, energy, and transportation] the Ministry of Ecological Environment said on Wednesday that during the 14th five-year Plan period, we will give full play to the role of eco-environmental protection in promoting comprehensive green and low-carbon transformation of economic and social development, speed up the optimization and adjustment of industrial structure, energy structure and transportation structure, and solve eco-environmental problems from the source. And will persist in improving the quality of the ecological environment as the core. Starting from the integrity of the ecosystem and the systematicness of the river basin, we should strengthen the overall planning of the "three rivers", the overall planning of land and sea, and the reduction of pollution and increase capacity, so as to promote the comprehensive, systematic and source control of the ecological environment.

[Hebei promotes the construction of 262 key energy projects this year] Hebei plans to promote the construction of 262 key energy projects this year, with an investment of 107.41 billion yuan this year. There are 134projects for the large-scale development and utilization of new energy, with an annual investment of 64.44 billion yuan, 72 new power system upgrading projects with an annual investment of 29.04 billion yuan, 45 projects to ensure the stable production and supply of natural gas with an annual investment of 12.7 billion yuan, and 11 projects for efficient production and utilization of coal, with an annual investment of 1.23 billion yuan.

[in early February, the daily output of crude steel in steel enterprises decreased by 4.47% compared with the same period last year, down 12.78% from the same period last year] in early 2022, steel enterprises produced a total of 19.2349 million tons of crude steel, 17.1957 million tons of pig iron and 18.1013 million tons of steel. Of this total, the daily output of crude steel was 1.9235 million tons, down 4.47 percent from the previous month; the daily output of pig iron was 1.7196 million tons, down 1.48 percent from the previous month; and the daily output of steel was 1.8101 million tons, down 6.52 percent from the previous month. "View details

[a number of steel enterprises are on the list of intelligent manufacturing demonstration factories, excellent scenes and industrial Internet pilot demonstration in 2021] in order to implement the "14th five-year Plan for the Development of Intelligent Manufacturing", recently, the Ministry of Industry and Information Technology announced the "2021 Intelligent Manufacturing demonstration Factory list of Units and Outstanding scenarios" and the "2021 Industrial Internet pilot demonstration Project list". A total of 26 enterprises in the iron and steel industry were selected. Among them, 7 enterprises were selected as the "unveiling units of intelligent manufacturing demonstration factories in 2021", 14 enterprises' intelligent manufacturing typical scenes were selected in the "2021 intelligent manufacturing excellent scene list", and 5 enterprises were selected in the "industrial Internet pilot demonstration project list". "View details

[China Iron and Steel Association: steel prices in the domestic market rose slightly in January] according to the Iron and Steel Association, China's steel price index at the end of January was 132.98 points, up 1.28 points from the end of December 2021, an increase of 0.97% from a month earlier to a month-on-month rise; up 10.26 points from a year earlier, an increase of 8.36%. The prices of the eight major steel varieties tested by the Iron and Steel Association rose and decreased, of which the prices of long steel and hot coil rose slightly, the prices of high wire, third-grade steel, angle steel and hot-rolled coil rose month-on-month, and the cold-rolled thin sheet prices were basically stable. the prices of medium and heavy plate, galvanized sheet and hot-rolled seamless pipe decreased slightly. "View details

The ex-factory price of industrial silver nitrate is 3200-3320 yuan / kg on February 23rd. The price of silver fell in the afternoon, due to the recent turmoil caused by the geopolitics of Russia and Ukraine, resulting in obvious changes in the price of silver. According to SMM research, at present, silver downstream manufacturers are still in normal production, some manufacturers are worried about the increase in silver prices, large demand, long order cycle, and high late silver price costs, so they are cautious about orders with high demand. Individual smelters are reluctant to sell due to cost reasons. All parties pay close attention to the price of silver. The average price of silver in SMM1# on February 23 is 4926 yuan / kg, while the price of silver nitrate is 0-20 yuan / kg lower than that at the same time yesterday.

[SMM analysis: rare earth permanent magnet plate "rising" rare earth prices when to stop? Recently, the rare earth permanent magnet market continues to rise, since the end of January, the rare earth permanent magnet plate index has risen for many days, up more than 11% since the close of January 28. As of press time, the rare earth permanent magnet plate index rose more than 2% on February 23. In terms of individual stocks, Tongcheng Xincai and Ya Hua Group recorded a limit, A Shi rose by more than 10%, Earth Bear rose nearly 7%, and Lizhong Group, Ningbo Yunsheng and Youyan New Materials rose one after another. "View details

[the United States will invest in the production of key mineral materials such as rare earth permanent magnets] the White House said in a statement on the 22nd that Biden issued new measures against the US company MP Materials, which is mining rare earths in the United States. The U.S. Department of Defense will provide $35 million in financial support for the separation and extraction of heavy rare earths at the company's base in pass Hills, California. Berkshire Hathaway Energy Renewable will announce the construction of a plant in California to test the feasibility of extracting lithium from geothermal salt water. Battery recycling company Redwood Materials will discuss working with Ford and Volvo to collect and recycle scrapped lithium batteries from plants in Nevada to extract lithium, cobalt, nickel and graphite.

The prices of some medium and heavy rare earths continued to rise this week, in which samarium oxide, europium oxide, ytterbium oxide, lutetium oxide and scandium oxide were the same as last week, while other varieties increased in varying degrees, including gadolinium oxide by 10,000 yuan per ton, terbium oxide by 200000 yuan per ton, dysprosium oxide by 10,000 yuan per ton, and holmium oxide by 40,000 yuan per ton. Erbium oxide increases 5000 yuan / ton, yttrium oxide increases 1500 yuan / ton. "View details

[Russia will benefit from sanctions on precious metals commodities in Ukraine] February 22, the Bank of Montreal reported that due to the escalating situation in Ukraine and increasing sanctions against Russia, precious metals such as palladium and gold will benefit. Commodities such as aluminum and nickel are also worthy of attention. Analysts at Blue Line Futures said other strategic metals such as crude oil, palladium, copper and cobalt, as well as agricultural products such as wheat, could benefit. "View details

[Chihong zinc and germanium: germanium ingot price reference Shanghai non-ferrous metal net germanium ingot price (as of February 21, 2022, the average price of germanium ingot is 9400 yuan / kg)] Chihong zinc and germanium said on the investor interactive platform on February 22, East and West calculation needs to further consolidate the network foundation, is expected to increase the demand for infrastructure such as optical fiber and optical cable, and optical fiber communication, as an important area of germanium consumption, is good for germanium demand. Chihong germanium, a wholly owned subsidiary of the company, will actively dock with relevant policies at all levels of the country, province and city, constantly expand the extension of the germanium industry chain, and strive to expand the market scale and improve the industry status; the price of germanium ingots will be adjusted with reference to the price of germanium ingots in Shanghai non-ferrous metal net (as of February 21, 2022, the average price of germanium ingots is 9400 yuan / kg), combined with market supply and demand, raw material prices and other factors, timely adjust prices.

Terminal information

[Xin Baoan, Chairman of National Electroweb: strive to reach 100 million kilowatts of electrochemical energy storage by 2030] Xin Baoan, Chairman of National Electroweb, published a signed article on the 23rd, "firmly shouldering the responsibility of Electroweb and actively promoting carbon neutralization". National Electroweb aims to increase the installation of pumped storage power stations in the company's operating area from 26.3 million kilowatts to 100 million kilowatts and electrochemical energy storage from 3 million kilowatts to 100 million kilowatts by 2030.

[China Photovoltaic Industry Association: expected to increase domestic photovoltaic installation 75-90GW this year] Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said that driven by the huge reserve of domestic photovoltaic projects, the scale of new photovoltaic installations may increase to more than 75GW in 2022, about 75-90GW. In addition, it is estimated that the annual average number of new photovoltaic installations in China will reach 83-99GW from 2022 to 2025.

[the detailed rules of the new energy storage planning during the 14th five-year Plan have been interpreted by experts: the development of multi-technological routes, cost reduction and demonstration pilot has become a major play.] the National Development and Reform Commission recently issued the "implementation Plan for the Development of New Energy Storage in the 14th five-year Plan." according to the document, by 2025, the new type of energy storage has entered the stage of large-scale development from the initial stage of commercialization and has the conditions for large-scale commercial application. Among them, the performance of electrochemical energy storage technology is further improved, and the cost of the system is reduced by more than 30%. "View details

[TSMC gets a large number of orders for chips below 7nm] according to Taiwanese media reports, sources from semiconductor equipment suppliers said that TSMC has received a large number of orders from major suppliers in the United States requiring its manufacturing processes under 7nm. According to sources, almost all suppliers who can develop 3nm chip designs and can withstand the increasing contract manufacturing costs have placed orders with TSMC. The source also said that the pure-generation factory has seen customers waiting in line for their available 3nm FinFET process capabilities through advance payment.

Recently, the third largest production base of Bick battery in China, Fuzhou production base has been officially completed and put into production, and the first batch of products have been successfully put off the line. As an important part of the strategic layout of Bic battery new energy industry chain, the commissioning of Fuzhou production base has greatly increased the production capacity of Bike square battery products, indicating that Bic has stepped onto a new stage of strategic layout and diversified development. "View details

[the recovery price of power battery is more expensive than that of new goods recycling enterprises.] according to national regulations, if the capacity of power battery decays to less than 80% of the rated capacity, it will face decommissioning and forced recycling. At a waste battery recycling plant in Longnan, Ganzhou, Jiangxi Province, a person in charge told reporters that the recycling price of decommissioned power batteries is mainly related to the content of valuable metals in batteries, such as nickel, cobalt, manganese, lithium, and so on, which are basically recovered at a discount at the market price. but at present, there has been an upside-down phenomenon with a discount coefficient of more than 100%. At the lowest point last year, the price of recycling compared with new goods was only 60%. Now the discount coefficient has basically doubled, and 120% have dared to shout. Some waste battery suppliers said that the recycling price of power batteries has risen too fast and has exceeded expectations. In this case, recycling enterprises are to increase the price to buy, for fear of buying late and then raise the price.

[Ningde Times joined hands with Sany heavy Industry Fujian's first batch of Sany electric slag trucks] Ningde Times United Sany heavy Industry held a demonstration and operation ceremony for the application of heavy trucks in Fujian Province yesterday in Ningde, Fujian Province. The first electric heavy truck trunk line in China, Funing trunk line, has been officially put into operation, and the first batch of Sany electric slag trucks in Fujian Province have been officially delivered. At the same time, Ningde Transportation Investment Group Co., Ltd. and Ningde Times shareholding company Ningpu Times Battery Technology Co., Ltd. signed a strategic investment agreement. This multi-strong and strong hand in hand, will bring a significant demonstration effect for the green and low-carbon operation of the heavy truck in the commercial full-scene field. "View details

[AFS: cut global production by 50, 000 vehicles last week due to lack of core.] according to foreign media reports, according to the latest data from AutoForecast Solutions ((hereinafter referred to as AFS), after several weeks of sharp growth in global car production, the growth rate of production reduction has slowed down. As of Feb. 20, the global car market has lost about 577900 vehicles this year due to a shortage of chips. Among them, the cumulative production reduction in the Chinese car market remains unchanged, at about 51100 vehicles, accounting for 9 per cent of the cumulative production reduction in the global car market. "View details