Zhongjin: it is expected that the rise in lithium prices in the next six months will still mainly come from the rise in lithium mines * Tesla's automobile production and delivery volume may reach 1 million in 2021.

Telah Terbit: Apr 21, 2021 09:40

[Hangke Science and Technology: winning bid Ningde era 480 million yuan lithium power equipment project] Hangke Science and Technology announcement, the company received the bid winning notice of the fixed point letter sent by Ningde Times and its holding subsidiaries on April 19, 2021, a total of 480 million yuan (excluding tax) for lithium power equipment.

[Skyline shares: the price of lithium hexafluorophosphate products has recently been raised by 15% "20% on the basis of the existing quotation] on April 20, Tianji shares said on the interactive platform that according to the current changes in supply and demand in the lithium hexafluorophosphate market, the market quotation adjustment in the same industry and the effective capacity release of Xintai material lithium hexafluorophosphate in the company's subsidiary company recently increased the price of lithium hexafluorophosphate products by 15% and 20% on the basis of the existing quotation. The rise and fall of product prices is adjusted according to changes in market supply and demand, and the duration of this price rise is uncertain.

[Apple may release car-building data in the next 3-6 months] on April 21, Dan Ives (Dan Ives), an analyst with Wade Bush, said Apple is expected to disclose its highly confidential internal project, the Titan Project (Project Titan), the company's self-driving car program, sometime in the next 3-6 months.

[CICC: it is expected that the rise in lithium prices in the next six months is still mainly due to the rise in lithium mines] Lithium battery-related upstream varieties are expected to increase prices under the influence of the automobile industry chain, although the current leading targets have seen a certain decline in valuation. but the industry trend is still good. Since July last year, the supply and demand balance of the lithium industry has changed from surplus to tight balance, the upstream is in surplus, and the middle reaches of smelting is the king. At present, the industrial chain is in the period from being king in the middle reaches of smelting to being king in the upper reaches of lithium ore, and some smelters have insufficient operating rate due to lack of ore. In the past month, the increase in industrial and battery-grade lithium carbonate has been very limited, and the price of lithium ore has soared by 30%. It is expected that the rise in lithium prices in the next six months is still mainly due to the rise in lithium mines.

[Tesla's car production and delivery volume may reach 1 million in 2021] Tesla may remain silent on the actual car production and delivery target in 2021. According to the supply chain, Tesla's goal in 2021 seems to be to reach the production and delivery of 1 million vehicles. According to information from Tesla, a manufacturer of reduction gears and a provider of Bluetooth tire pressure monitoring systems, Tesla aims to supply 1 million vehicles in 2021. It produced nearly 510000 vehicles in 2020, with slightly less than 500000 delivered.

[SES, a next-generation lithium-metal battery developer and manufacturer for electric vehicles, received US $139 million in D-round financing] A few days ago, "SES", a next-generation lithium-metal battery development and manufacturer for electric vehicles, announced that it had received US $139 million in D-round financing, led by General Motors. Xiangfeng Investment, SAIC, Korea SK Group, Temasek, Application Venture Capital, Tianqi Lithium Industry and other investment institutions followed. Hu Qichao, founder and CEO of SES, said that the new round of financing will help SES accelerate technology development, further expand the team and accelerate the commercialization of lithium metal batteries. Prior to this, SES and GM have reached a strategic cooperation, the two sides will set up a production line in Massachusetts to jointly develop the next generation of lithium batteries.

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