[11.17 Lithium Express] CITIC Construction Investment Corporation: the strong demand for lithium and nickel continues | the two salt lakes project of Mount Qomolangma in Tibet and Argentina has been officially launched.

[two major salt lake development projects signed between Mount Qomolangma in Tibet and the government of Salta Province in Argentina were officially launched] on November 16, at the 14th China-Latin American Entrepreneur Summit, Mount Qomolangma in Tibet and the government of Salta Province in Argentina formally signed the Investment Agreement on the industrialization Development Project of Salt Lake Resources in Salta Province. The signing of the investment agreement marks the official launch of two salt lake development projects with a total planned investment of US $1.7 billion in Argentina for Mount Qomolangma in Tibet. According to the investment agreement signed this time, Mount Qomolangma in Tibet and its subsidiary companies will invest about US $700 million in 2022 to build an annual production capacity of 50,000 tons of lithium carbonate products in the Anheles Salt Lake in Salta Province. the project is scheduled to start construction by the end of 2021 and is expected to be completed by the end of 2022. At the same time, Mount Qomolangma in Tibet will invest US $15 million to complete the geological exploration of Arizaro Salt Lake in Salta Province in 2022, obtain mining rights and (EIA); environmental assessment permits, and plan to invest no less than US $1 billion to build an annual production capacity of 5 to 100000 tons of lithium carbonate products in Arizaro Salt Lake.

[Hebei Baoding signed eight new energy storage agreements with a total investment of 10 billion yuan] on November 17, Baoding City, Hebei Province recently held a docking exchange meeting and project signing ceremony for the new energy storage industry. Eight new energy storage cooperation agreements with a total investment of 10 billion yuan were signed on the spot to help build the city's "carbon neutral industry capital". Among them, Ke Liyuan Holdings and Baoding Municipal people's Government signed the "Baoding Municipal people's Government Guangdong Ke Liyuan Hi-Tech Holdings Co., Ltd. Strategic Cooperation Framework Agreement". According to the agreement, the people's Government of Baoding City will support Ke Liyuan Holdings to jointly build a demonstration project of "Nickel-hydrogen and Lithium mixed Storage Mathematical Energy system" to create an industry benchmark in the field of energy storage. At the same time, relying on the technical advantages and demonstration effects of the mixed storage system, Baoding will support Ke Liyuan Holdings to open up the energy storage market, build a distributed photovoltaic hybrid energy storage integration project, and promote and apply it on the user side.

[Citic Construction Investment: strong demand for Lithium and Nickel continues] on November 17, CITIC Construction Research News pointed out that the demand for power batteries for new energy vehicles is growing rapidly, and the lithium demand for 21-22 years is expected to be 610000 tons and 800000 tons respectively, with a gap of 43000 tons and 57000 tons respectively. The permeability of new energy vehicles continues to exceed expectations, and the upstream lithium resources are expanding at a rate that is difficult to meet the demand for battery materials downstream. It is suggested to focus on Ganfeng lithium industry, Shengxin lithium energy, Rongjie shares and Tianqi lithium industry. Global demand for primary nickel is expected to be 2.52 million tons in 2022, an increase of 8% over the same period last year. The surplus of primary nickel in 2022 has narrowed by 50, 000 tons, and nickel prices are expected to maintain an upward trend. It is recommended to focus on Huayou Cobalt and Shengtun Mining.

[Ningde Times provides Ternary Lithium Iron Phosphate batteries to Hyundai] in response to the rumor that "Ningde Times has set up a branch in South Korea to provide support for the supply of Hyundai cars," a person familiar with the Ningde era told Science and Technology Innovation Board Daily, "the situation is true. Both ternary and lithium iron phosphate batteries are in supply."

[Ministry of Ecology and Environment: openly soliciting opinions on Technical specifications for dismantling pollution Control of scrapped vehicles] Nov 16, recently, the Ministry of Ecology and Environment issued a notice on "Public solicitation of National Ecological Environment Standards" Technical specifications for dismantling pollution Control of scrapped vehicles (draft for soliciting opinions). It is mentioned in the technical specification that before carrying out the disassembly operation, scrapped electric vehicles should check the sealing and damage of components such as power batteries and drive motors to avoid leakage of electrolytes and organic solvents. And power batteries cannot be mixed with lead-acid batteries. "View details

[how to refine the management of electric bicycles? the Guangdong Provincial Department of Justice has issued the Guangdong Provincial regulations on the Administration of Electric bicycles (revised draft for review) (hereinafter referred to as the "regulations"), detailing the addition and modification of electric bicycles, recycling and elimination, general rules, penalties for illegal acts, and so on. At the same time, the regulations are once again clear and detailed, "bringing non-motorized lane construction into urban road development planning, road traffic safety management for electric bicycles into road traffic safety management planning, and the construction of electric bicycle parking places and charging facilities into land and space planning."