Zhongjin says the persistence of lithium price is expected to exceed expectations. 2021 Cobalt-Lithium Mineral Competition

[long-term Lithium Science: plans to put into construction in 2.088 billion the annual production capacity of lithium iron phosphate cathode material project] long-term Lithium Science announcement, a wholly-owned subsidiary of long-term new energy plans to invest in the construction of an annual production capacity of 60, 000 tons of lithium iron phosphate cathode material project, with a total investment of about 2.088 billion yuan. The project is scheduled to start construction in January 2022 and put into production in April 2023 with a construction period of 16 months. "View details

[coworth: plans to build an annual 2GWH polymer lithium-ion battery project worth 1.2 billion yuan] Coworth announced that Taiding New Energy, a wholly-owned subsidiary of Taiding Intelligent Technology, plans to invest in the construction of an annual 2GWH polymer lithium-ion battery project with an investment amount of about 1.2 billion yuan.

[Hangke Science and Technology: plans to raise no more than 2.312 billion yuan] Hangke Science and Technology announcement, the company intends to issue shares to specific objects to raise no more than 2.312 billion yuan, for lithium-ion battery charge and discharge equipment intelligent manufacturing construction projects, production intelligence and information technology upgrading projects, overseas business network layout and basic research and development, assembly manufacturing center construction projects and supplementary liquidity.

[Dow Technology: the company did not purchase or produce electrolytic cobalt this year] Dow Technology said on the interactive platform that its subsidiary Jiana Energy is the main body of the company's research and development, production and sales of lithium materials, and its main products include ternary precursors and cobalt salts. It is one of the important suppliers of cobalt products in China, and cobalt salt products mainly include cobalt chloride, cobalt sulfate and cobalt carbonate. The company did not purchase or produce electrolytic cobalt this year.

[Grimmy: firmly optimistic about the standard matching of high-nickel ternary lithium batteries to the world's high-end cars] Grimmy said on the interactive platform that ternary lithium batteries are in line with the development trend of long-range and high-performance new energy vehicles. We are firmly optimistic about the standard matching of high-nickel ternary lithium batteries to the world's high-end cars. Greenmei focuses on the development of a new generation of high-nickel ternary precursor materials to meet the needs of high-end new energy vehicles around the world.

[CICC: lithium price persistence is expected to exceed expectations lithium plate to meet revaluation opportunity] CICC Research News believes that from the perspective of supply and demand and downstream bearing capacity, the persistence of high lithium prices may exceed expectations, and the lithium industry sector with a sharp correction in the early stage is expected to usher in a revaluation opportunity. Even though more new projects will be put into production from 2022 to 2023, the overall supply and demand of lithium is still tight, because lithium resource projects generally need a capacity climbing cycle of half a year to two years according to different resource types and process paths. the effective supply of new production projects is relatively limited. Taking into account the complexity of the development of lithium resources, the long-term progress of new supply is also easy to be lower than the current market expectations, so the duration of supply and demand shortage may still exceed current market expectations. "View details