SMM4 14: today's morning lithium battery plate strengthened, the new Zebang, Ganfeng lithium industry, Tianzhi materials rose more than 7%, Putai, Ningde era, Enjie shares rose more than 5%.
On April 10, 2020, the China Automobile Industry Association (hereinafter referred to as "China Automobile Association") held an automobile industry information conference, at which the China Automotive Power Battery Industry Innovation Alliance released monthly data on new energy vehicle power batteries for March this year.
In March, China's power battery output totaled 4.5GWhH, down 45.5% from a year earlier and 396.6% higher than the previous month. Among them, the output of ternary batteries accounted for 72.4% of the total output, down 40.9% from the same period last year, an increase of 600.5% over the same period last year, while the output of lithium iron phosphate batteries accounted for 27.6% of the total output, down 50.6% from the same period last year, an increase of 181.3% over the same period last year. The production and marketing performance of lithium batteries recovered rapidly in March. In addition, the China Automobile Association released March new energy vehicle production and sales data. Production and sales in March were 50000 and 53000 respectively, down 56.9 per cent and 53.2 per cent from a year earlier, up 381.6 per cent and 301.3 per cent from a month earlier. From January to March, the cumulative production and sales of new energy vehicles were 105000 and 114000 respectively, down 60.2 per cent and 56.4 per cent from the same period last year.
With the effective control of the domestic epidemic situation and the warming of the policy environment, on March 31, the executive meeting of the State Council clearly proposed to extend the policy of subsidizing the purchase of new energy vehicles and exempting them from purchase tax for two years, and local governments introduced policies to promote automobile consumption one after another. At the same time, local governments have introduced stimulus policies, and the market is expected to accelerate the recovery of car consumption.
According to CCTV Finance and Economics, the State Grid has launched a new round of charging pile construction, with a planned investment of 2.7 billion yuan and 78000 new charging piles. The project is distributed in 24 provinces (cities), including Beijing, Tianjin, Hebei, Shanghai, Jiangsu, Hunan and Qinghai, covering public, private, logistics, sanitation, community and port shore power and other types. Among them, there are 53000 charging piles in residential areas, 18000 public charging piles, 7000 special charging piles and 150 shore power facilities. To make up for the difficulties in charging residential areas, lack of platform connectivity and other industry shortcomings, with scientific and technological innovation and deepening reform as the driving force, create a model, promote social capital co-construction, co-operation and sharing, and achieve high-quality development. According to estimates, it can drive the consumption of new energy vehicles to more than 20 billion yuan.
Societe Generale Securities, the industrial chain has been restarted, is expected to continue to pick up in April. In March, the production and marketing of new energy vehicles were affected by public health events, and the month-on-month production and marketing improved significantly. We believe that the resumption of production in April is gradually launched, downstream customer demand is gradually warming, it is expected that the production and sales data of new energy vehicles in April is expected to continue to pick up.
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