[9.6 Lithium Express] German Nano plans to invest in projects such as lithium iron phosphate precursors. Citic Securities said that global new energy vehicles are expected to continue to grow at a high rate next year.

[Ministry of Industry and Information Technology Xin Guobin: co-ordinating a series of policies and measures to speed up the development of new energy vehicles to further improve the lithium, cobalt and nickel security system] at the opening meeting of the 17th China Automobile Industry Development (Teda) International Forum, Xin Guobin, Vice Minister of Industry and Information Technology, said that this year is the opening year of the 14th five-year Plan, and it is of great significance to do a good job in the follow-up development of the automobile industry. We will give full play to the ministerial joint meeting system, coordinate a series of policies and measures to speed up the development of new energy vehicles, and maintain a continuous, stable and effective convergence of relevant supporting policies. We will further improve the guarantee system for lithium, cobalt and nickel. We will study and improve the safety technical standards of new energy vehicles, promote enterprises to improve the safety operation monitoring system, and strengthen product consistency inspection. Organize enterprises to carry out self-inspection of automobile data security, network security, software upgrade and so on. We will strengthen the filing management of software upgrades and study the access standards of intelligent network couplings.

[Ministry of Industry and Information Technology Xin Guobin: will go deep into the new energy vehicle industry development plan to launch a pilot project of comprehensive electrification in the public domain] at the 17th China Automobile Industry Development (Teda) International Forum, Vice Minister of Industry and Information Technology Xin Guobin said that the national carbon neutralization target puts forward new requirements for the development of the automobile industry, and will organize industry organizations to compile and issue a technology roadmap for the low-carbon development of the automobile industry. Xin Guobin said that the Ministry of Industry and Information Technology will go deep into the development planning of the new energy vehicle industry: first, to coordinate a series of policies and measures to speed up the development of new energy vehicles to further improve the lithium-cobalt-nickel security system; and second, based on the development trend of electrification, networking and intelligence. Synchronize will promote the improvement of infrastructure, data platforms, standards and regulations, and jointly promote the development of tram intelligence, smart roads, communication networks and cloud control technology. We will launch a pilot project to fully electrify public domain vehicles in cities, and organize industry organizations to compile and issue a technical roadmap for the low-carbon development of the automobile industry.

[Ministry of Science and Technology continues to lead: developing Cobalt-free Power Battery and Industrial mixed Lithium Ion Battery] Deputy Director of the High and New Technology Department of the Ministry of Science and Technology said at the 2021 International Forum on the Development of China's Automobile Industry (Teda) that during the 14th five-year Plan period, the Ministry of Science and Technology will adhere to the development direction of electrification, intelligence, and networking, centering on the most critical power battery in the electric vehicle industry chain. We will prospectively deploy cutting-edge technologies such as new system power batteries, all-solid-state metal lithium batteries, and carry out the research and development of common key technologies such as cobalt-free power batteries and solid-liquid mixed-state high-energy lithium-ion batteries. Around the fuel cell and hydrogen supply and storage system at the core of the fuel cell vehicle industry chain, the vehicle solid oxide fuel cell is arranged in advance. Subversive technologies such as vehicle liquid hydrogen systems focus on breaking through the core bottlenecks of the industry, such as high-power density fuel cell stacks and engines, high-power long-life fuel cell stacks and engines, and key equipment of hydrogenation stations.

[Citic Securities: global new energy vehicles are expected to continue high growth in 2022] on September 6, CITIC Securities Research News pointed out that the industry continued in the first half of 2021, with a structural mismatch between rapid demand growth and insufficient supply. Upstream resources, some listed companies of lithium materials benefit from high performance flexibility, and battery manufacturers maintain a certain degree of resilience by virtue of strong industry chain discourse profits. With the accelerated launch of more productive new models in China, subsidy policies and new carbon emission regulations drive the improvement of the electrification rate in Europe, the electric vehicle policy in the United States is improving, and Tesla continues to lead the global wave of electric intelligence. we judge that the global new energy vehicles are expected to continue to grow at a high rate in 2022.

[German Nano: plans to build cathode material and Lithium Iron Phosphate precursor Project] the German Nano announcement intends to build a "production base project of new phosphate cathode materials with an annual output of 100000 tons" in Qujing Economic and technological Development Zone, with a total investment of not less than 2 billion yuan. It is proposed to invest in a new "annual output of 200000 tons of lithium iron phosphate precursor project" in Zhanyi Industrial Park, Qujing City, with a total investment of about 800 million yuan.

[the impact of the surge in demand for semiconductor chips on the automotive industry is likely to last until 2023] Daimler's chief executive said the surge in demand for semiconductor chips means it may be difficult for the automotive industry to find enough semiconductor chips by 2023, but supply shortages should not be so severe by 2023. Carmakers, which were forced to close factories last year as a result of the global novel coronavirus epidemic, faced fierce competition from the huge consumer electronics industry in chip delivery and were hit by a series of supply chain disruptions during the outbreak. From the computer management of the engine to improve the fuel economy, to the driver's auxiliary functions such as emergency braking, cars rely more and more on chips. In addition, Daimler's chief executive said the company's plan to spin off its truck subsidiary Daimler trucks by the end of 2021 was still under way.