National Development and Reform Commission: cultivate backbone enterprises for comprehensive utilization of waste power batteries * Ganfeng Lithium Industry said that the annualized design capacity of the Mariana lithium salt lake project was approved for

Telah Terbit: Jul 7, 2021 09:41
Sumber: SMM

[Ganfeng Lithium Industry: Mariana Lithium Salt Lake Project with an annualized design capacity of 20,000 tons Lithium Chloride Plant approved] on July 6th, Ganfeng Lithium Industry announced that LMA had obtained the approval of the environmental impact report issued by the Argentine provincial government of Salta, which approved the Mariana Lithium Salt Lake project to build a plant with an annualized design capacity of 20,000 tons of lithium chloride.

[Ningde Times reached strategic cooperation with Hong Kong and China Gas] on July 6, Ningde Times New Energy Technology Co., Ltd. (Ningde Times) and Hong Kong and China Gas Company Limited (Towngas) launched a cloud signing ceremony in Ningde and Hong Kong, and the two sides announced that they had reached strategic cooperation. In the future, we will cooperate in energy Internet construction, energy storage solutions, energy storage business model innovation, battery technology cooperation, chip and equity investment, to jointly promote the zero-carbon transformation of the industry and help achieve the national dual-carbon goal.

[Galaxy Securities: continue to recommend investment opportunities for upstream materials of lithium power] Galaxy Securities pointed out that the installed capacity of domestic power batteries continues to increase, and the production schedules of the leading enterprises in the lithium industry chain continue to increase significantly in the third quarter, which will boost the demand for resources such as lithium cobalt in the upper reaches of the industrial chain. On the supply side, the global shortage of lithium resources throughout the year determines that the shortage of lithium concentrate makes it impossible to release a large amount of lithium hydroxide production capacity, lithium hydroxide and lithium concentrate prices are expected to accelerate under the improvement of the margin of supply and demand, and the Q3 performance growth rate of the lithium industry will continue to rise.

[Sanmei Co., Ltd.: joint venture projects involve the field of semiconductor and lithium battery basic materials respectively] Sanmei Co., Ltd. issued a change announcement. Zhejiang Morita New Materials Co., Ltd., a joint venture between the company and Morita Chemical Industry Co., Ltd., Japan, carried out a 20,000-ton etching grade hydrofluoric acid project. Zhejiang Shengmei Lithium Materials Co., Ltd., a joint venture between the company and Jiangsu Huasheng Lithium Materials Co., Ltd., carried out the construction of double fluorosulfonimide lithium project. It relates to the field of semiconductor basic materials and lithium battery basic materials respectively. The above investment projects do not fall within the scope of the company's consolidated statements, do not belong to the company's main business, have not yet achieved performance, and have not had a significant impact on the company's operating performance.

[national Development and Reform Commission: cultivate backbone enterprises for comprehensive utilization of waste power batteries to promote the development of waste power battery recycling industry] National Development and Reform Commission: strengthen the construction of traceability management platform for power batteries of new energy vehicles, improve the traceability management system for the recovery and utilization of power batteries of new energy vehicles. We will promote the production of new energy vehicles and the cascade utilization of waste power batteries to build standardized recycling service outlets by means of self-construction, co-construction and authorization. Promote the standardized echelon utilization of power battery, improve the technical level of residual energy detection, residual value evaluation, reorganization profit-14-use, safety management and so on. We will strengthen the regeneration and utilization of waste power batteries and the popularization and application of complete sets of advanced technology and equipment. Improve the standard system of power battery recycling. Cultivate backbone enterprises for comprehensive utilization of waste power batteries and promote the development of recycling industry of waste power batteries.

[the number of new energy vehicles in the country reached 6.03 million] according to the latest data from the Ministry of Public Security, as of June 2021, the number of motor vehicles in the country had reached 384 million, including 292 million vehicles and 469 million drivers nationwide, including 431 million drivers and 13.9 million newly licensed drivers.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[SMM Tinjauan Mingguan Pasar Sel Baterai Penyimpanan Energi 9.3] Pasokan foil tembaga yang ketat membatasi jadwal produksi September, harga sel baterai penyimpanan energi tetap stabil
8 jam yang lalu
[SMM Tinjauan Mingguan Pasar Sel Baterai Penyimpanan Energi 9.3] Pasokan foil tembaga yang ketat membatasi jadwal produksi September, harga sel baterai penyimpanan energi tetap stabil
Baca Selengkapnya
[SMM Tinjauan Mingguan Pasar Sel Baterai Penyimpanan Energi 9.3] Pasokan foil tembaga yang ketat membatasi jadwal produksi September, harga sel baterai penyimpanan energi tetap stabil
[SMM Tinjauan Mingguan Pasar Sel Baterai Penyimpanan Energi 9.3] Pasokan foil tembaga yang ketat membatasi jadwal produksi September, harga sel baterai penyimpanan energi tetap stabil
[SMM Analysis] Terdampak oleh pasokan copper foil yang ketat dan peningkatan kapasitas sel baterai berkapasitas besar yang lebih lambat dari perkiraan, pertumbuhan produksi sel baterai penyimpanan energi di Tiongkok dan global pada bulan September diperkirakan melambat masing-masing menjadi 4,09% dan 4,25% MoM, tetapi hal ini tidak menunjukkan melemahnya permintaan pengguna akhir. Kondisi pasokan-permintaan untuk sel baterai penyimpanan energi tetap ketat, dengan harga sel baterai 314Ah bertahan stabil. Pengiriman diperkirakan akan meningkat secara stabil ke depannya, dengan harga melanjutkan tren stabil hingga lebih tinggi.
8 jam yang lalu
Ketua CATL: Penjualan NEV Tiongkok Melampaui 7,4 Juta pada Semester I, Menekankan Presisi dalam Produksi Baterai
8 jam yang lalu
Ketua CATL: Penjualan NEV Tiongkok Melampaui 7,4 Juta pada Semester I, Menekankan Presisi dalam Produksi Baterai
Baca Selengkapnya
Ketua CATL: Penjualan NEV Tiongkok Melampaui 7,4 Juta pada Semester I, Menekankan Presisi dalam Produksi Baterai
Ketua CATL: Penjualan NEV Tiongkok Melampaui 7,4 Juta pada Semester I, Menekankan Presisi dalam Produksi Baterai
Ketua CATL Zeng Yuqun, dalam pidato video untuk Konferensi Baterai Daya Dunia 2026, mengatakan bahwa pada paruh pertama tahun ini, penjualan kendaraan energi baru (NEV) Tiongkok melampaui 7,4 juta unit, dengan lebih dari 600 model baru diluncurkan, rata-rata hampir tiga model per hari. Semua pihak bersaing dalam kecepatan, spesifikasi, dan harga, sehingga siklus pengembangan semakin pendek. Ia mencatat bahwa baterai daya menuntut presisi yang sangat tinggi dan memiliki toleransi kesalahan yang sangat rendah. Dalam produksi massal, semua masalah kecil akan berlipat ganda berkali-kali, sehingga setiap proses dan setiap parameter harus dikontrol secara ketat sejak tahap desain, anomali harus diidentifikasi lebih awal, dan tidak boleh ada toleransi terhadap masalah kualitas.
8 jam yang lalu
Tinjauan Mingguan Pasar Litium Karbonat: 8.31-9.3 harga spot litium karbonat naik lalu turun, tren keseluruhan menurun [Tinjauan Mingguan SMM]
9 jam yang lalu
Tinjauan Mingguan Pasar Litium Karbonat: 8.31-9.3 harga spot litium karbonat naik lalu turun, tren keseluruhan menurun [Tinjauan Mingguan SMM]
Baca Selengkapnya
Tinjauan Mingguan Pasar Litium Karbonat: 8.31-9.3 harga spot litium karbonat naik lalu turun, tren keseluruhan menurun [Tinjauan Mingguan SMM]
Tinjauan Mingguan Pasar Litium Karbonat: 8.31-9.3 harga spot litium karbonat naik lalu turun, tren keseluruhan menurun [Tinjauan Mingguan SMM]
9 jam yang lalu