[2.25 Lithium Express] New energy vehicle prices rise frequently | Anxin Securities expects a gap between supply and demand or support lithium prices to continue to rise.

[Azure Lithium Core: the company's current sufficient lithium battery order capacity is still relatively tight] Azure Lithium Core said on the interactive platform that the company currently has sufficient lithium battery orders and production capacity is still tight.

[Anxin Securities: supply and demand gap or support lithium prices continue to rise] domestic lithium supply and demand has entered a substantial state of supply less than demand, Qinghai Salt Lake capacity is difficult to release in cold weather, and Chilean lithium carbonate exports were relatively low in the fourth quarter of last year, resulting in a shortage of lithium carbonate arrivals to Hong Kong in the first quarter of this year. Anxin Securities Research report pointed out that there is still a gap in battery-grade lithium carbonate, lithium hydroxide gap affected by smelter maintenance expanded, the gap between supply and demand or support lithium prices continue to rise.

[Xin Wanda: 19 enterprises, including che Hejia, increased capital to its subsidiary Xinwanda car battery with a total of 2.43 billion yuan] Xinwanda announcement, The board of directors agreed to Harmony Haihe, che Hejia, Sky Top, Weirui Investment, Xing Xing Investment, Ruihai Yueneng, Jiaxing Weichen, Heng Junrui, SAIC Jinshi, Huayou Holdings, ao Wen Investment, Guangqi Xindian, Hesheng Investment, Xinwang Green, Xinfeng Investment, BoCom Yuanyuan, Foshan Chengyu, Hongtu Yuechuan, and Shenchuang Investment, a total of 19 enterprises increased capital to the holding subsidiary Xinwangda Electric vehicle Battery Co., Ltd with a total of 2.43 billion yuan. Subscribe for Xinwanda car battery 1.24 billion yuan of new registered capital, corresponding to the completion of this capital increase, a total of 19.5495% equity of Xinwanda car battery. After the completion of this capital increase, the proportion of shares held by Xinwangda Huizhou New Energy Co., Ltd., a subsidiary of the company, changed from 71.5315% to 57.5475%.

[Shanghai: meeting the charging demand of more than 1.25 million electric vehicles by 2025, the city's vehicle-to-pile ratio is no higher than 2:1] on February 24, the General Office of the Shanghai Municipal people's Government issued the implementation opinions on further promoting the Construction of charging and recharging Infrastructure in this City. It is mentioned that by 2025, the city's vehicle-to-pile ratio will be no higher than 2:1 to meet the charging needs of more than 1.25 million electric vehicles. To establish a new rechargeable infrastructure system characterized by high-level interconnection of information, improvement of intelligent technology standard system, sound construction, operation and management mechanism, unified and orderly benefit to people's livelihood, and realize the "five transformations" of the development of the industry. "View details

[new energy vehicle price increases frequently "one core is hard to get" + some people can't hold on to the soaring price of raw materials? Since entering 2022, the domestic new energy vehicle market has set off a wave of price increases by car companies one after another. The trigger for the wave was the notice jointly issued by the Ministry of Finance and other four departments at the end of 2021 on the subsidy policy for new energy vehicles in 2022, which mentioned that the subsidy standard for new energy vehicles in 2022 would decline by 30% on the basis of 2021. "View details

[China Automobile Association: passenger car sales increased by 6.7% in January compared with the same period last year] the China Automobile Association announced a brief analysis of the production and sales of passenger cars in January 2022. In January 2022, the production and sales of passenger cars completed 2.077 million and 2.186 million respectively, down 17.8 per cent and 9.7 per cent from the previous month, an increase of 8.8 per cent and 6.7 per cent respectively over the same period last year.

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