[7.14 Lithium Express] the Ministry of Industry and Information Technology issued a new catalogue of tax-free new energy models * Guoxuan Hi-Tech and Volkswagen signed a Memorandum of understanding on Battery Strategic Cooperation

Telah Terbit: Jul 14, 2021 08:33
Sumber: SMM

[power battery recycling is included in the 14th five-year Plan: registration of relevant enterprises increased by 2611.2% in the first half of the year compared with the same period last year.] the State Council issued the "14th five-year Plan for the Development of Circular economy", which mentioned that the construction of traceability management platform for power batteries of new energy vehicles will be strengthened. improve the traceability management system of power battery recycling and so on. Enterprise inspection data show that at present, there are a total of 15000 enterprises related to "power battery recycling" in China. 2020 is the peak of enterprise registration, with 2579 new registrations, an increase of 253.3% over the same period last year, and 9435 new registrations in the first half of this year, an increase of 2611.2% over the same period last year. From the perspective of provincial distribution, Shandong Province surpassed other provinces with 1750 enterprises, followed by Henan and Jiangsu. As the sales of new energy vehicles continue to hit record highs, it is estimated that by 2025, the number of power batteries decommissioned in China will reach 800000 tons, four times that of today, and will form a market with a scale of up to 100 billion.

[Rongjie shares: subsidiary Rongjie Lithium Industry 2.5 million tons / year Lithium Mine selection Project has completed Project filing] Rongjie shares issued a stock trading announcement of abnormal fluctuations, the company's wholly-owned subsidiary Kangding Rongjie Lithium Industry Co., Ltd. has completed the project record of 2.5 million tons / year lithium ore selection project, and is currently conducting the second public announcement of environmental impact assessment for public participation. The project has not yet been approved by EIA, and the construction of the main project has not yet begun. Investors are respectfully invited to pay attention to the investment risk.

[Sichuan energy power: Lijiagou spodumene mine 1.05 million tons / year mining and separation project is currently under construction] Sichuan energy power issued a stock trading announcement of abnormal fluctuations. Sichuan Nengtou Lithium Industry Co., Ltd. Lijiagou spodumene 1.05 million ton / year mining and separation project is currently under construction and has not yet been put into production.

[Zhongtai Securities: wet diaphragm is one of the best tracks in the electric vehicle industry chain] Zhongtai Securities said that in the medium and long term, the wet diaphragm is one of the best tracks in the electric vehicle industry chain. The industry has the characteristics of high input barriers, great differences in yield and high technological requirements, which is conducive to the emergence of a competitive pattern of "one super and many strong", and the Matthew effect of the head company is stronger. We are firmly optimistic about the leading Enjie shares with cost and product advantages in the medium and long term.

[Ministry of Industry and Information Technology released a new batch of tax-free new energy vehicle catalogue: ideal ONE, Xiaopeng P5, Huawei Smart SF5 are listed] on July 13, the Ministry of Industry and Information Technology website released the "vehicle purchase tax-free new energy vehicle model catalogue" (44th batch). Ideal ONE, Xiaopeng P5 and Huawei Smart SF5 are listed.

[Guoxuan Tech: signed the Memorandum of understanding on Battery Strategic Cooperation with Volkswagen Group] on July 13, Guoxuan Tech announced that it had signed a Memorandum of understanding on Battery Strategic Cooperation with Volkswagen Group. The two sides aim to work together to build a completely clean energy ecosystem for the production of power battery cells and modules. Through technical exchanges and cooperation and the provision of zero-carbon emission solutions, the two sides work together to build a full-life-cycle industrial chain ranging from battery materials and battery products to battery recycling. The two sides plan to jointly develop ternary standard cells for production in Salzjit, Germany, and further explore the cooperative development of lithium iron phosphate cells ("the first generation of standard lithium iron phosphate"). The two sides will build zero-carbon emission plants in Europe and will jointly develop other potential production bases in Europe. The two sides will cooperate in the fields of new energy vehicle infrastructure construction, battery echelon utilization and battery recycling, and the research and development of advanced technologies such as JTM, CTP, CTC and so on.

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.

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