[2.18 Lithium Express] China Automobile Association issued a declaration notice for new energy vehicles going to the countryside in 2022 | January sales of new energy heavy trucks soared and the penetration rate rose to 7.5%.

Telah Terbit: Feb 18, 2022 09:56
[2.18 Lithium Express] God-given materials: at present, the self-supply rate of raw materials of electrolyte has reached a good level. Volkswagen will increase production and determine the location of the new electric vehicle plant The price of lithium salt with smooth transmission in the middle and lower reaches of the river is expected to remain strong. Yazhong Automobile Association issued a declaration notice of new energy vehicles going to the countryside in 2022. Buy Huawei's autopilot division? Volkswagen China: no comment The sales of new energy heavy trucks soared in January, and the penetration rate rose to 7.5%.

[divine material: at present, the raw material self-supply rate of electrolyte has reached a good level] Tianci material said on the interactive platform that with the completion of the slope climbing of the company's annual production capacity of 60,000 tons of liquid lithium hexafluorophosphate, at present, the raw material self-supply rate of electrolyte has reached a good level. Because of the particularity of electrolyte storage, the inventory is generally less.

[Volkswagen will increase production and determine the location of a new electric vehicle factory] according to foreign media reports, Volkswagen may decide to build a new electric vehicle plant by the end of March and plans to increase overall production in the second half of 2022, although they expect chip shortages to persist this year.

[the price of lithium salt with smooth transmission in the middle and lower reaches is expected to remain strong] Lithium ore and salt lake lithium extraction plates rebounded sharply yesterday, with share prices of Tianqi Lithium Industry, Yongxing Materials and China Mineral Resources rising by the daily limit. Industry insiders said that after the price of battery-grade lithium carbonate exceeded 400000 yuan / ton, the cost transmission was still smooth. Under the background of the improvement of the permeability of new energy vehicles, after the Spring Festival, lithium mining companies have accelerated the development of lithium resources, and companies in the fields of downstream cathode materials, anode materials, electrolytes and so on have been busy in expanding production.

[the China Automobile Association issued the declaration notice of 2022 new energy vehicles going to the countryside] on February 17, the China Automobile Association issued the "declaration notice of 2022 new energy vehicles going to the countryside." In order to further deepen the activities of new energy vehicles going to the countryside in 2022, continue to phase out old models that are out of production, promote more new energy vehicles adapted to the characteristics of rural consumption into the catalogue of new energy vehicles going to the countryside, and uniformly declare the models that participate in the activities of new energy vehicles going to the countryside. "View details

Buy Huawei's autopilot division? Volkswagen China: no comment] Volkswagen Chinese officials responded to market rumors that Volkswagen is in talks with China's Huawei to acquire Huawei's self-driving unit for billions of euros.

[new energy heavy truck sales soared to 7.5% in January] the electrification wave is rolling in, and the market for electric heavy trucks is opening up rapidly. The latest traffic insurance terminal sales data show that in January 2022, the domestic new energy heavy truck industry sales of 2283 vehicles, a year-on-year increase of 1318%. This data also increases the penetration rate of new energy heavy trucks to 7.5%. As 99% of the new energy heavy trucks are pure electric heavy trucks that use power batteries, the relevant construction machinery giants and lithium giants have begun to develop together, and this track is continuing to heat up.

Related readings:

The battle for lithium resources is becoming more and more fierce! Yahua Group announced new progress in lithium concentrate procurement. At one point, it rose by more than 6% in intraday trading today.

Today, the concept of extracting lithium from Salt Lake has greatly increased the limit of 100 billion lithium salt giant again after 3 months. [hot stocks]

Heavy! Super large lithium ore resources discovered in the Himalayas!

Improving quality, reducing cost and increasing efficiency to help Iron and Lithium Enterprises build Core Competitiveness [SMM Analysis]

Analyze the essence behind the price through the appearance of the sharp rise of cobalt [SMM analysis]

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
[Isu Baterai Solid-State Dibantah: Wang Fang dari CATARC Menyatakan Belum Ada Penetapan Kepatuhan untuk Perusahaan Baterai Solid-State]
16 menit yang lalu
[Isu Baterai Solid-State Dibantah: Wang Fang dari CATARC Menyatakan Belum Ada Penetapan Kepatuhan untuk Perusahaan Baterai Solid-State]
Baca Selengkapnya
[Isu Baterai Solid-State Dibantah: Wang Fang dari CATARC Menyatakan Belum Ada Penetapan Kepatuhan untuk Perusahaan Baterai Solid-State]
[Isu Baterai Solid-State Dibantah: Wang Fang dari CATARC Menyatakan Belum Ada Penetapan Kepatuhan untuk Perusahaan Baterai Solid-State]
[Bantahan Rumor Baterai Solid-State: Wang Fang dari CATARC Menyatakan Tidak Ada Penetapan Kepatuhan yang Dilakukan terhadap Perusahaan Baterai Solid-State] Pada 4 September 2026, Wang Fang, Kepala Ilmuwan di Pusat Teknologi dan Penelitian Otomotif Tiongkok (CATARC), mengklarifikasi rumor yang beredar baru-baru ini dalam "Konferensi Baterai Daya Dunia 2026": CATARC belum melakukan penetapan apa pun terhadap perusahaan baterai solid-state, dan rumor terkait adalah "informasi palsu." Baru-baru ini, terdapat laporan pasar yang mengklaim bahwa CATARC, berdasarkan standar nasional GB/T 43568-2026 "Baterai Solid-State untuk Kendaraan Listrik – Bagian 1: Terminologi dan Klasifikasi," yang mulai berlaku pada Juli tahun ini, melakukan penetapan terhadap lebih dari 320 perusahaan yang terlibat dalam baterai solid-state, dengan hanya 9 yang akhirnya lulus seluruh item kepatuhan secara lengkap.
16 menit yang lalu
[Baterai litium: Foshan Plastics merencanakan lebih dari RMB 7 miliar untuk kapasitas separator kelas atas]
16 menit yang lalu
[Baterai litium: Foshan Plastics merencanakan lebih dari RMB 7 miliar untuk kapasitas separator kelas atas]
Baca Selengkapnya
[Baterai litium: Foshan Plastics merencanakan lebih dari RMB 7 miliar untuk kapasitas separator kelas atas]
[Baterai litium: Foshan Plastics merencanakan lebih dari RMB 7 miliar untuk kapasitas separator kelas atas]
Foshan Plastics Technology mengungkapkan pada 3 September bahwa unit yang sepenuhnya dimilikinya, Gellec (Hebei Jinli), akan menginvestasikan sekitar RMB3,35 miliar untuk basis separator proses basah berkapasitas 4 miliar meter persegi per tahun di Shaoguan, Guangdong, dan sekitar RMB3,81 miliar untuk proyek separator berlapis berkapasitas 4 miliar meter persegi per tahun di Wu'an, Hebei. Perusahaan juga merencanakan penempatan saham privat hingga RMB4 miliar untuk mendanai proyek-proyek tersebut, dengan pemegang saham pengendali Guangxin Group berpartisipasi sebesar RMB400 juta hingga 1 miliar, bertujuan meningkatkan skala pasokan separator dan daya saing biaya.
16 menit yang lalu
[Solid-state: ProLogium mulai produksi massal sel solid-state penuh Gen 3.5 pada 381 Wh/kg]
16 menit yang lalu
[Solid-state: ProLogium mulai produksi massal sel solid-state penuh Gen 3.5 pada 381 Wh/kg]
Baca Selengkapnya
[Solid-state: ProLogium mulai produksi massal sel solid-state penuh Gen 3.5 pada 381 Wh/kg]
[Solid-state: ProLogium mulai produksi massal sel solid-state penuh Gen 3.5 pada 381 Wh/kg]
ProLogium mengumumkan pada 2 September bahwa baterai keramik litium generasi ketiga Gen 3.5 telah memasuki produksi massal di pabrik skala gigawatt miliknya di Taiwan, Tiongkok, membawa teknologi solid-state berdensitas energi tinggi dari tahap percontohan ke output berskala besar. Pengujian TÜV menunjukkan sel besar 185,4Ah mencapai 381 Wh/kg dan 903 Wh/L, dan pengujian UL Solutions berdasarkan standar Tiongkok GB/T 43568-2026 mengonfirmasi klasifikasi all-solid-state-nya. ProLogium telah mengirimkan lebih dari 2,4 juta sel sejak 2013 dan meraih lebih dari 175 pesanan berulang dalam penggunaan otomotif; baterai Gen 4 generasi berikutnya hanya memerlukan sekitar 10% retrofit dari lini produksi yang ada, menargetkan pusat data AI, kendaraan listrik, maritim, dan kedirgantaraan.
16 menit yang lalu