[12.13 Lithium Power Express] the Ministry of Industry and Information Technology issued a new version of the lithium-ion battery industry norms and conditions and interim measures for the administration of public announcements. Citic Securities said sales

Telah Terbit: Dec 13, 2021 09:37
Sumber: SMM
[12.13 Lithium Express] The Ministry of Industry and Information Technology issued a new version of the interim measures for the regulation, conditions and public announcement of the lithium-ion battery industry. Tiantian materials: it is proposed to issue convertible bonds of no more than 2.56 billion yuan for projects with an annual output of 152000 tons of new materials for lithium electricity. Jingya Chemical Group: the rise in the price of lithium salt products can absorb the impact of the rise in lithium concentrate to a certain extent. Zhonghua Electric: it is planned to build an "Integrated Project of anode Materials for Lithium batteries with an annual capacity of 100000 tons". Yan'an Bikang: the holding subsidiary received a letter of pre-examination for the expansion of related product projects. Citic Securities: new energy vehicle sales hit a new high in November and the industry continues to be booming.

[Citic Securities: new energy vehicle sales hit a new high in November.] CITIC Securities Research report pointed out that in November, domestic new energy vehicle sales were 450000, month-on-month + 17.3%, year-on-year + 121.1%, in line with market expectations. In the domestic market, the high prosperity of the industry continues; overseas, the subsidy policy is expected to accelerate the landing, the US market is expected to return to high growth, and the European market is expected to remain high under the increasingly stringent new carbon emissions regulations.

[the Ministry of Industry and Information Technology issued a new version of the interim measures for the regulation and announcement of the lithium-ion battery industry] on December 10, the Ministry of Industry and Information Technology announced that in order to further strengthen the management of the lithium-ion battery industry and promote the transformation, upgrading and technological progress of the industry, the "Lithium-ion Battery Industry Standard conditions" and the "interim measures for the Administration of Lithium-ion Battery Industry Standard announcement" have been specially revised. After the release of the new edition, the Lithium-ion Battery Industry Standard conditions (2018) and the interim measures for the Administration of Lithium-ion Battery Industry Standard announcement (2018) (announcement No. 5 of 2019 of the Ministry of Industry and Information Technology) will be abolished at the same time.

[divine materials: it is proposed to issue convertible bonds of no more than 2.56 billion yuan for projects such as annual production of 152000 tons of lithium electricity new materials] divine materials announcement, plans to issue convertible bonds to raise no more than 2.56 billion yuan, It is used in the project with an annual output of 152000 tons of lithium electricity new materials, 20 000 tons of difluorosulfonimide lithium, 62000 tons of electrolyte basic materials, 60 000 tons of daily chemical basic materials (phase I) and supplementary working capital.

[Ya Hua Group: the rise in the price of lithium salt products can absorb the impact of the rise in lithium concentrate to a certain extent] Ya Hua Group said on the interactive platform that the price of lithium concentrate varies greatly due to market fluctuations. The gross profit margin of lithium salt is affected by factors such as the purchase cost of lithium ore, market demand and price changes of lithium salt products, so it is impossible to predict for now. For details, please refer to the periodic reports disclosed in the future. The rise in the price of lithium salt products can absorb the impact of the rise in lithium concentrate to some extent.

[Zhongke Electric: plans to build "Annual production capacity of 100000 tons of Lithium Battery anode Materials Integration Project"] Zhongke Electric announced that it intends to invest in the "Annual production capacity of 100000 tons of Lithium Battery anode Materials Integration Project" in Gui'an New area of Guizhou Province. the total investment of the project is about 2.5 billion yuan, the annual production capacity of anode materials is 100000 tons, and the production capacity of the first phase is 65000 tons per year, and that of the second phase is 35000 tons per year.

[Yan'an Bikang: the holding subsidiary received a letter of pre-examination for the expansion of relevant product projects] Yan'an Bikang announcement, Jiangsu Jiujiujiu Science and Technology Co., Ltd. ("Jiujiujiu Technology"), a holding subsidiary of the company, received a letter issued by the Management Committee of Jiangsu Rudong Coastal Economic Development Zone on December 10, 2021 on Jiangsu Jiujiujiu Science and Technology Co., Ltd. 40000 tons / year lithium hexafluorophosphate project > pre-examination letter, "about Jiangsu Jiujiujiu Technology Co., Ltd. 20000 tons / year UHMWPE fiber project" pre-examination letter ".

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