[12.21 Lithium Express] the Ministry of Industry and Information Technology says it will expand the consumption of new energy vehicles in 2022 | Northeast Securities expects the lithium industry to be high and continuous or exceed expectations.

SMM survey: what kind of metal do you like most in 2022?

[Enjie shares: plans to invest no more than 157 million euros in the Hungarian wet lithium battery separator project] the board of directors agreed to invest no more than 157 million euros in the Hungarian wet lithium battery separator project. for infrastructure construction and the addition of three coating production lines and cutting equipment and other related supporting facilities; After this additional investment, the total investment of the Hungarian wet lithium battery isolation membrane project is expected to be about 340 million euros. On the same day, Hongchuang Packaging, a holding subsidiary, initiated the establishment of a project company Jiangsu Hongchuang Packaging Co., Ltd. in Jincheng Science and Technology Industrial Park of Jiangsu Jintan Economic Development Zone to invest in the construction of aseptic liquid packaging box project, with a total planned investment of 2 billion yuan.

[ZTE High Energy, a subsidiary of ZTE's new energy sector, has been filed for bankruptcy reorganization] according to Heaven, ZTE High Energy Technology Co., Ltd. has added a new bankruptcy reorganization case. ZTE High Energy Technology Co., Ltd. was established in April 2016. Han Xunjian, the legal representative, with a registered capital of 400 million yuan, is engaged in R & D, production, sales, technical consultation and services for lithium-ion batteries and other types of new energy batteries; development and application of software and hardware for automotive power battery management system. Shareholder information shows that the company is wholly owned by ZTE Corporation. At present, the company is associated with a number of final capital cases, with a total outstanding amount of more than 250 million yuan.

[northeast Securities: lithium industry Gaojing demeanor continuity or exceed expectations] Northeast Securities believes that lithium industry Gaojing demeanor continuity or exceed expectations. On the demand side, the new energy vehicle industry chain has entered an era of endogenous growth, and demand pull has a strong explosive power; on the supply side, high-quality new mines are scarce, the future increment of resources is limited, and the industry supply order is better than the previous cycle. Industry leaders are cautious. In the next three years, the contradiction between supply and demand in the industry is prominent, supporting the long-term high lithium price, high certainty of performance release and significant marginal improvement, the target allocation value of lithium resources is more prominent.

[GM extends production of Chevrolet Bolt electric cars to February] on Monday, GM announced that it would extend the shutdown period of its Orion assembly plant in Michigan, which makes Chevrolet Bolt electric cars, until the end of February. GM expanded its recall of Bolt electric vehicles to more than 140000 in August to replace battery modules. Earlier, it was revealed that the Chevrolet Bolt electric car had the risk of a fire in its high-voltage battery pack.

[Ningde era: the basic industry chain of sodium battery will be formed in 2023] some investors asked on the interactive platform: "Hello, what is the current research stage of sodium ion battery in your company, and is there any breakthrough?" Will sodium electrons gradually replace lithium batteries? " In this regard, Ningde Times replied: "Hello investors, the company has started the industrial layout of sodium ion batteries, and will form a basic industrial chain in 2023." Thank you for your attention. " "View details

[Ministry of Industry and Information Technology: to expand the consumption of new energy vehicles, green smart home appliances, and green building materials in 2022] the national industrial and information work conference stressed that efforts should be made to boost the industrial economy in 2022 to provide strong support for stabilizing the economic market. We will implement the implementation plan on invigorating the operation of the industrial economy and promoting high-quality industrial development, do a good job in the promotion and implementation of the 14th five-year Plan, and spare no effort to achieve a smooth succession in the first quarter. Get through the blocking points in the supply of key products and effectively smooth the industrial economic cycle. We will deepen industry-finance cooperation and strive to boost investment in the manufacturing industry. We will implement the strategy of "increasing variety, improving quality and creating brands" to expand the consumption of new energy vehicles, green intelligent home appliances and green building materials. We will do a good job in ensuring the service of major foreign-funded projects.

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