[2.8 Lithium Express] the latest ranking of global power battery companies has been released | CITIC Securities expects the price of lithium compounds exported from China to Japan and South Korea to accelerate this year.

[Citic Securities: the price of lithium compounds exported from China to Japan and South Korea is expected to accelerate this year] the CITIC Securities Research report pointed out that with the elimination of the impact of long order pricing in 2022, the price of lithium compounds exported from China to Japan and South Korea is expected to accelerate. Imported low-cost lithium carbonate products may lead to high domestic lithium prices. Under the background of global lithium price resonance, integrated lithium producers will fully benefit from the advantages of guaranteed supply and low cost. Recommend Ganfeng Lithium Industry, Salt Lake shares, Shengxin Lithium Energy, and suggest to pay attention to Tianqi Lithium Industry and Yongxing Materials.

[the latest ranking of global power battery companies released the Ningde era ranked first in the world for five consecutive years] SNE Research, a South Korean market research institute, released the ranking of global power battery installed capacity in 2021. The top ten global power battery installations in 2021 are: Ningde era, LG New Energy, Panasonic, BYD, SK On, Samsung SDI, CNAC (AVIC Lithium), Guoxuan Hi-Tech, Vision Power and Honeycomb Energy. According to the latest data, Ningde Times New Energy Technology Co., Ltd. (300750, hereinafter referred to as Ningde Times) last year, the global installed capacity in the field of power batteries reached 96.7GWH, with a market share of 32.6%, ranking first in the world. "View details

[Tianqi Lithium Industry: SES and Ivanhoe complete business domain merger to further accelerate the process of commercialization of lithium metal batteries] Tianqi Lithium Industry announcement, Ivanhoe held an interim general meeting on February 1 to review and approve the business merger with SES, Ivanhoe changed its name to "SES AI Corporation"; on February 3rd, it completed a private offering of common shares with an offering price of $10 per share, raising a total of about $275 million. On February 4, the Class A common shares and warrants of the merged company began trading on the New York Stock Exchange. The merger of SES and Ivanhoe in the business field further accelerates the commercialization of lithium metal batteries. As of the date of disclosure of the announcement, the company holds 27.7679 million shares of SES, with a sales restriction period of 180 days from the date of listing.

[Tianqi Lithium Industry responded to Quinana's delay in production: normal operation of the project] Tianqi Lithium shares dived in intraday trading, and the online company Quinana project in Australia was delayed. In this regard, Tianqi lithium industry official said: "(Quinana) now in the normal trial operation, (the project side) just opened the investor exchange meeting also did not say to postpone."

[Chilean lithium mine may nationalize Tianqi lithium industry: lithium resource quota will not change until December 31, 2030] Chile's Constituent Assembly recently passed a preliminary proposal aimed at promoting the nationalization of copper, lithium and other strategic assets. Tianqi lithium industry official said that the nationalization of (Chile's lithium mine) has not yet been actually landed. Previously, the company has signed a contract with the local government and has been granted a lithium resource quota until December 31, 2030, which will not be changed. In addition, assuming that the Chilean lithium nationalization policy is on the ground, the company needs to give a specific plan for what to do with the mining stake acquired locally.

[China Mineral Resources: the first batch of 2000 tons of spodumene concentrate produced by the Canadian TANCO mine project is in transit] China Mineral Resources said in the interactive platform that the technical renovation and recovery project of the spodumene mining and separation system of the company's Canadian TANCO mine with a processing capacity of 120000 tons per year was officially put into production on October 15th, 2021, and at present, the first batch of 2000 tons of spodumene concentrate produced by the project is in transit. With the commissioning of the technical renovation and recovery project, the promotion of the open-pit mining scheme in the TANCO mining area and the feasibility study of the new concentrator with a capacity of 500000 tons per year, it will further enhance the company's profitability and have a positive impact on the company's future operating performance.

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