[3.26Lithium Express] the lower house of the Chilean Congress approves the draft legislation on concession for the sale of copper and lithium * GAC GROUP and GAC Ean plan to increase their capital by 490 million yuan in time Guangzhou Automobile Power Batt

게시됨: Mar 26, 2021 10:51

[GAC GROUP: the company and GAC E'an plan to increase the capital of time Guangzhou Automobile Power Battery by 490 million yuan] GAC GROUP (02238.HK) announcement, the company's fifth board of directors resolution of the 61st meeting, deliberated and passed the "proposal on time Guangzhou Automobile Capital increase". It is agreed to increase the capital of the joint venture time Guangzhou Automobile Power Battery Co., Ltd. by 1 billion yuan and the project construction content adjustment plan, of which the company and its wholly-owned subsidiary Guangzhou Automobile Ean New Energy Automobile Co., Ltd. hold 49% of the total share ratio and increase the capital by 490 million yuan.

[new Zeus: net profit in the first quarter is expected to increase by 45% compared with the same period last year] March 25, the new Zeus announced that it is expected to make a net profit of 143 million-163 million yuan in the first quarter, an increase of 45% over the same period last year. On the one hand, the company's business orders for organic fluorine chemicals at home and abroad have increased and the sales scale has expanded; on the other hand, the market demand for new energy vehicles has increased significantly, and the company has seized the development opportunity of the power lithium battery industry. the increase in market orders for lithium battery electrolyte led to a rapid increase in the company's production and sales.

[the lower house of the Chilean Congress approves the draft legislation on concession for the sale of copper and lithium] on March 25, the lower house of the Chilean Congress approved the draft legislation on concession for the sale of copper and lithium, requiring mining giants to make greater contributions to social and environmental projects; it will be handed over to the Senate for a vote. In the future, Chile will impose a 3 per cent tax on copper and lithium products such as BHP Billiton and Abel for regional development projects.

Xiaomi responds to rumors that it is working with the Great Wall to build an electric car: everything is subject to the announcement. On March 26, Xiaomi was in talks with Great Wall Motor to use its factory to produce electric cars. In response, Xiaomi responded that everything is subject to the announcement. Earlier, on February 19, there were media reports that Xiaomi had decided to build a car and regarded it as a strategic decision, but the exact form and path had not yet been determined, and there may still be variables. Xiaomi may be led by Lei Jun, founder of Xiaomi Group, according to a person familiar with the matter. On the evening of February 21, Xiaomi issued a notice entitled "clarifying the report on entering the Electric vehicle Industry", noting recent media reports that the Group intends to enter the electric vehicle manufacturing industry. Xiaomi said that the Group has been paying close attention to the ecological development of electric vehicles and has conducted continuous assessment and research on the situation of related industries, and the Group's research on the manufacturing business of electric vehicles has not yet reached the formal stage. Wang Xiang, president of Xiaomi Group, responded to rumors of Xiaomi's car-building at a media conference call after Xiaomi's 2020 annual results were released on March 24. Wang Xiang said that Xiaomi has made it very clear in its report to the Hong Kong Stock Exchange and there is nothing new to answer.

[Dai Lei's comeback was revealed that he was about to go to work for Evergrande's car building team] Evergrande Motor (0708.HK) issued an annual results announcement showing that its annual operating income was 15.487 billion yuan, up 175% from the same period last year; gross profit was 2.695 billion yuan, up 43% from the same period last year; and the annual loss was 7.665 billion yuan, an increase of 54.9% over the same period last year. On the day of the announcement, it was reported that Dai Lei, the former chief executive and co-founder of Baiteng, was about to join Evergrande.

[national Gold Securities: high-quality supply-driven electrified power battery contestants to meet high elastic growth] according to the National Gold Securities Research report, the domestic new energy vehicle industry has entered a new growth stage driven by high-quality supply, superimposed by European policy drive and Biden's expectation of resuming new energy policy in the United States, the global electric vehicle boom is expected to resonate. In the case of strong battery demand and automobile companies intend to support secondary and tertiary supply due to the security of the supply chain, non-leading battery factories are expected to usher in high performance flexibility. Under the urgent background of the global acceleration of new energy passenger vehicles and the urgent demand of vehicle factories to improve the safety of the core supply chain, domestic non-leading power battery suppliers with relative technology and cost advantages are expected to enjoy high performance elasticity under demand blowout. At the same time, we are optimistic about Yiwei Lithium Energy, which has a balanced comprehensive strength, Guoxuan Tech, which has achieved a breakthrough in three-way batteries and is expected to be deeply bound with Volkswagen to open its growth space, and Funeng Technology, which benefits from the volume of Daimler's EVA2 platform models.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
[전고체 배터리: 황화물 전해질 생산량 70톤, 1~8월]
2시간 전
[전고체 배터리: 황화물 전해질 생산량 70톤, 1~8월]
더 보기
[전고체 배터리: 황화물 전해질 생산량 70톤, 1~8월]
[전고체 배터리: 황화물 전해질 생산량 70톤, 1~8월]
[전고체 배터리: 황화물 전해질 생산량 1~8월 70mt] 2026년 1월부터 8월까지 중국의 누적 황화물 전해질 생산량은 70mt에 도달하여 전년 동기 대비 119.7% 증가했으며, 이미 2025년 연간 총량(58.29mt)을 넘어섰다. 그러나 이 인상적인 성장세는 세 가지 냉혹한 현실을 가리고 있다. ① 연간 전망 목표(360mt)의 19.6%만 달성했다. ② 8월 가동률은 5.82%에 불과해 생산능력이 심각하게 유휴 상태다. ③ 제품 가격이 계속 급락했다(LPSC는 한 달 만에 24% 이상 하락). 4분기 월평균 생산량은 11.5~13mt 범위에 머물 가능성이 높으며, 연간 총량은 약 118~121mt로 '완만한 상승'을 나타낼 전망이다. 연간 전망 360mt 중 8개월 동안 70mt만 달성: 중국 황화물 전해질의 '완만한 램프업'과 현실 사이의 격차.
2시간 전
[SMM 분석] 유럽, 리튬 공급망 독립 추구하나 프로젝트에는 아시아 투자자 유치
2시간 전
[SMM 분석] 유럽, 리튬 공급망 독립 추구하나 프로젝트에는 아시아 투자자 유치
더 보기
[SMM 분석] 유럽, 리튬 공급망 독립 추구하나 프로젝트에는 아시아 투자자 유치
[SMM 분석] 유럽, 리튬 공급망 독립 추구하나 프로젝트에는 아시아 투자자 유치
2시간 전
칠레 파레욘 구리-금-코발트 프로젝트, 첫 광석 인도 완료하며 소규모 생산 개시
3시간 전
칠레 파레욘 구리-금-코발트 프로젝트, 첫 광석 인도 완료하며 소규모 생산 개시
더 보기
칠레 파레욘 구리-금-코발트 프로젝트, 첫 광석 인도 완료하며 소규모 생산 개시
칠레 파레욘 구리-금-코발트 프로젝트, 첫 광석 인도 완료하며 소규모 생산 개시
레드 메탈 리소시스가 9월 3일 발표한 바에 따르면, 칠레 바예나르 인근 카리살 구리-금-코발트 광구에 속한 파레욘 프로젝트가 첫 황화구리 광석 인도를 완료했다. 이는 프로젝트가 개발 단계에서 실제 광석 판매 및 소규모 생산 단계로 전환되었음을 의미한다. 프로젝트 임차인이자 운영사인 미네라 KMT는 8월 20일과 21일에 칠레 국영 광산회사 ENAMI가 운영하는 바예나르 처리 시설로 첫 광석을 운송했다. 이 이정표는 지난 5월 양측이 광업 계약을 체결한 지 약 3개월 만에 달성된 것으로, 당초 7개월로 예정된 개발 일정보다 약 4개월 앞당겨진 것이다. 파레욘은 카리살 구리-금-코발트 광구의 핵심 자산이다. 이번 첫 광석 인도로 레드 메탈은 로열티 수익을 창출하고, 채굴 및 처리 활동의 추가 확장을 위한 기반을 마련할 것으로 기대된다. 회사는 아직 인도된 광석의 구체적인 코발트 품위, 생산량, 회수율을 공개하지 않았다. 그러나 이 프로젝트의 실제 생산 및 판매 전환은 아프리카 외 지역의 칠레 코발트 자원 공급망에서 새로운 진전을 의미한다.
3시간 전