[10.27Lithium Express] State Council: vigorously promote new energy vehicles | the third Pilbara lithium concentrate auction price hit an all-time high!

Telah Terbit: Oct 27, 2021 09:13
Sumber: SMM
[10.27Lithium Express] State Council: vigorously promote new energy vehicles | the third Pilbara lithium concentrate auction price hit an all-time high! | | Heavenly Gift Materials: planned 1.53 billion yuan to build an annual production capacity of 300000 tons of electrolyte and 100000 tons of iron lithium battery recycling projects | Ganfeng Lithium Industry: net profit in the third quarter increased by 507% compared with the same period last year | Kodali: plans to issue convertible bonds to raise 1.6 billion yuan to invest in new energy vehicle projects | India plans to lobby Tesla, Samsung and LG Energy to encourage them to invest in local production of batteries. |

[divine material: plans to build an annual production capacity of 300000 tons of electrolyte and 100000 tons of iron lithium battery recycling project with an annual production capacity of 1.53 billion yuan] Tianci material announcement, plans to set up a wholly-owned subsidiary to invest in the construction of an annual production capacity of 300000 tons of electrolyte and 100000 tons of iron lithium battery recycling project, with a total investment of 1.53 billion yuan; the company achieved a net profit of 770 million yuan in the third quarter, an increase of 273% over the same period last year.

[Ganfeng Lithium Industry: net profit in the third quarter increased by 507% over the same period last year] Ganfeng Lithium announced that net profit in the third quarter was 1.056 billion yuan, an increase of 506.99% over the same period last year, while net profit in the first three quarters was 2.472 billion yuan, an increase of 648.24%. The company's 10,000-ton lithium salt transformation and expansion project (Phase III) reached production, and the volume and price of lithium salt products rose. Small financial note: the net profit of Q2 is 941 million yuan, based on which, the net profit increased by 12% in the third quarter compared with the previous quarter.

[Australian lithium miner Pilbara Minerals's third spodumene concentrate auction price was US $2350 / tonne] according to the Australian lithium miner Pilbara Minerals's website, the Australian lithium miner held its third spodumene concentrate auction on the BMX electronic platform today, and the final auction price was 2350USDshock t, up 4.91% from the second auction price of 2240USDshock t. "View details

[Kodali: plans to issue convertible bonds to raise 1.6 billion yuan to invest in new energy vehicle projects] Kodali announced that it intends to issue convertible bonds to raise 1.6 billion yuan. Invest in new energy power battery precision structure project, new energy vehicle lithium battery precision structure project (phase II) and supplementary liquidity. It was disclosed on the same day that revenue in the third quarter was 1.185 billion yuan, an increase of 122% over the same period last year, and net profit was 156 million yuan, an increase of 202.46% over the same period last year.

[state Council: vigorously promote new energy vehicles and gradually reduce the proportion of traditional fuel vehicles in new car production and sales and car ownership] the State Council issued a carbon peak action plan by 2030. The plan proposes to vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in the production, sales and ownership of new vehicles, promote the electric replacement of urban public service vehicles, and promote heavy freight vehicles powered by electric power, hydrogen fuel and liquefied natural gas. Raise the electrification level of the railway system. We will speed up the renewal and renovation of old ships, develop electric and liquefied natural gas-powered ships, further promote the use of shore electricity by ships in port, and carry out demonstration and application of green intelligent ships in coastal and inland rivers in line with local conditions. We will raise the level of electrified and intelligent airport operation and develop new energy aircraft. By 2030, the proportion of new energy and clean energy-powered vehicles will reach about 40%, the carbon emission intensity of operating vehicles will be about 9.5% lower than that of 2020, and the comprehensive energy consumption of national railway unit turnover will be 10% lower than that of 2020. Oil consumption in land transportation is expected to peak by 2030. "View details

[India plans to lobby Tesla, Samsung and LG Energy to encourage them to invest in local production of batteries] India plans to lobby companies such as Tesla, Samsung and LG Energy to encourage them to invest in producing batteries locally, according to government sources. The country is seeking to build a domestic supply chain for clean transportation. It has been revealed that starting next month, India will hold five roadshows in the United States, Germany, France, South Korea and Japan to lobby battery manufacturers to produce locally.

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
6 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.
6 jam yang lalu
Ketua CATL: Penjualan NEV Tiongkok Melampaui 7,4 Juta pada Semester I, Menekankan Presisi dalam Produksi Baterai
7 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.
7 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]
7 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]
7 jam yang lalu
[10.27Lithium Express] State Council: vigorously promote new energy vehicles | the third Pilbara lithium concentrate auction price hit an all-time high! - Shanghai Metals Market (SMM)