2019Q1 Special purpose vehicle matching Lithium Iron Phosphate Battery growth rate 3835.69%*Model 3 breaks 30, 000 for the first time to set the highest record in a month

[Grimm: plan to ship more than 70000 tons of ternary precursors in 2019, strive for 80000 tons] recently, Grimm (002340) revealed at investor relations activities that the current capacity of ternary precursors has reached 8000 tons per month, including 2000 tons per month for NCA. NCM will reach 6000 tons per month, 10000 tons per month by the end of 2019 and 12000 tons per month by the end of 2020. In 2018, the shipment of ternary precursors reached 40000 tons. In 2019, the planned shipment is more than 70000 tons and strives for 80000 tons.

[auto companies report in the first quarter: worry, joy and less BYD become the biggest winner.] according to data released by the China Automobile Association, the domestic vehicle market continued to show a downward trend in the first quarter of 2019, and the decline expanded. In the first quarter, China's automobile production and sales reached 6.3357 million and 6.3724 million, down 9.81 per cent and 11.325 per cent from the same period last year. Of these, passenger cars fell sharply, with production and sales of 5.2273 million and 5.2628 million vehicles respectively, down 12.42 per cent and 13.72 per cent from the same period last year. The dismal sales volume is also directly reflected in the financial reports of car companies. According to the first quarter financial data of 13 A-shares and 1 listed car company in Hong Kong, the operating income of more than half of the enterprises has declined to varying degrees. And 11 car companies return to the mother of the net profit fell, in addition to seahorse car, FAW Xiali first quarter consecutive losses, but compared with the same period last year, the losses of the two car companies have narrowed. (world car)

[March Global New Energy sales list: Model 3 broke a new monthly record of 30, 000 for the first time.] with the official delivery of the Model 3 in two major markets in China and Europe, sales of the Model 3 reached 33187 vehicles. Once again, he set a record for the highest sales of new energy vehicles in a single month. Because China, the largest market for new energy, was affected by the Spring Festival, global new energy sales fell back to less than 200000 vehicles in the first two months of this year, but sales in the global new energy vehicle market returned to 200000 vehicles in March, reaching 224335 vehicles. An increase of 58.1% over the same period last year. Although sales in the first two months of this year did not continue the high sales at the end of last year, the overall trend remained good, so cumulative global new energy sales rose 62.6 per cent to 495888 vehicles in the first quarter compared with the same period last year. Of these, 253000 new energy passenger cars have been sold in China alone, accounting for more than 50 per cent of global sales. (daily car)

[Hainan Province has built a total of 940000 charging piles in three stages by 2030] the General Office of the Hainan Provincial people's Government issued the Hainan Provincial Electric vehicle charging Infrastructure Plan (2019 2030) on April 29. According to the plan, 65000 new charging piles will be built in Hainan from 2019 to 2020, reaching 70000 by 2020, 267000 from 2021 to 2025 and 337000 by 2025. From 2026 to 2030, 603000 charging piles were built in Hainan, with a total of 940000 by 2030. (electric vehicle Resource Network)

[power Battery Application Branch Zhou Bo: 2019Q1 Special purpose vehicle matching Lithium Iron Phosphate Battery growth rate 3835.69%] A few days ago, Ningxia's first International New Energy vehicle Summit Forum opened in Yinchuan. Zhou Bo, director of the Research Department / Standardization working Group of the Power Battery Application Branch of the China Chemical and physical Power supply Industry Association, attended the conference as the only invited expert in the power battery industry and delivered a keynote speech. The present situation and future development trend of power battery industry are analyzed. Zhou Bo said that through the investigation of new energy vehicles and battery companies, it has been found that in recent years, the production capacity of battery enterprises has mainly focused on the technical route of ternary batteries, but the supporting lithium iron phosphate batteries have also advanced by leaps and bounds this year. Among them, from January to March this year, the proportion of installed ternary power batteries reached 74.77%. However, the number of vehicles equipped with ternary power batteries is declining, while the growth rate of lithium iron phosphate batteries has reached 3835.69%. In the first three months, the number of lithium iron phosphate power batteries on buses increased by 101.5% compared with the same period last year. (battery China Network)

[Hainan improves the subsidy policy for new energy vehicles, and no longer gives purchase subsidies from June 26] on May 5, the Hainan Provincial Department of Finance, the Department of Industry and Information Technology, and the National Development and Reform Commission jointly issued a circular requiring relevant departments in various localities to do a good job in the promotion and application of new energy vehicles. In accordance with the requirements of the relevant state ministries and commissions, we will further improve the policy of financial subsidies for the promotion and application of new energy vehicles. Local subsidies continue to be given to the purchase of licensed vehicles during the transitional period from 26 March to 25 June 2019. Starting from June 26 this year, the purchase of licensed vehicles (with the exception of new energy buses and fuel cell vehicles, with the exception of new energy buses and fuel cell vehicles, the subsidy policy for new energy buses and fuel cell vehicles will be announced separately), and provinces and cities and counties will no longer give local purchase subsidies. (first electric network)

[Weilai cooperates with Germany to produce CFRP battery case] according to foreign media reports, German Sieglim carbon company (SGL Carbon) announced that it has cooperated with Chinese carmaker Weilai (NIO). A prototype of carbon fiber reinforced plastic (CFRP) battery shell is developed for electric vehicles. It is said that the battery shell is 40% lighter than the traditional aluminum or steel battery shell, is highly rigid, and has a thermal conductivity of 200 times lower than that of aluminum. (world car)

SMM Cobalt Lithium Research team

Hu Yan 021 51666809

Hong Lu 021 51666814

Ning Ziwei 021 51666780

Qin Jingjing 021 51666828

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