[12.26 Lithium Express]

Published: Dec 26, 2019 09:59

[nearly 460000 people in Beijing have applied for the index number of new energy vehicles by 2028] on December 25, the Beijing minibus Index Office released the sixth index configuration data this year. After examination and approval, as of 24:00 on December 8, 2019, a total of 458673 valid codes and 11263 units had been applied for the new energy minibus index. According to the current allocation rules, new applicants for the new energy indicators in this issue may not be able to obtain the targets until 2028.

[Yi Wei Li can predict a year-on-year net profit growth of 155%-185%] Yi Wei Li can release a performance forecast, expected to achieve a full year net profit of 1.455 billion-1.627 billion yuan, an increase of 155.00%-185.00%. The main reason for the increase in the annual results in 2019 compared with the same period last year was the increase in sales of the company's various products and the increase in gross profit margin. 1. Consumer battery: the shipment of lithium primary battery and SPC has increased exponentially; the production efficiency of small lithium ion battery has improved, the cost has decreased, and the profitability has been further enhanced. 2, power battery: orderly release of production capacity sales growth, into a profitable state. 3. The performance of Shenzhen McWeill Technology Co., Ltd., an indirect equity holding company, has slightly exceeded expectations. 4. It is estimated that the impact of the company's non-recurrent profit and loss on the company's net profit in 2019 is between 30 million yuan and 50 million yuan.

[beehive Energy: the first batch of cores and modules of Jintan Factory were successfully offline] Honeycomb Energy, a power battery company separated from the Great Wall Automobile, successfully launched the first batch of cores and modules of the Jintan factory, which has just been put into production. Honeycomb Energy is located in Changzhou Jintan project phase I planning capacity of 4GWhH, is expected to mass production in October 2019, the second phase of the project plans to 8GWhH, at the same time and Jiwei Power joint venture in Yancheng to build 3GWh soft battery project, by 2025, Honeycomb Energy Planning domestic capacity will reach 60GWh.

[Rongjie shares: sign 83.66 million yuan lithium concentrate product supply contract] Rongjie shares announced on the evening of December 25, recently, the company and Guangdong Weihua Co., Ltd. signed spodumene concentrate purchase and sale agreement and supplementary agreement, the company sells lithium concentrate products to counterparties, the contract involves an amount of 83.66 million yuan (including tax), if the full performance can achieve business income of about 74.04 million yuan, Accounted for about 19.34% of the company's audited revenue in 2018.

[production of electric car Guangzhou Auto Toyota invested 15 billion to expand production capacity] A few days ago, domestic financial media reported that GAC Toyota shareholders will spend 15 billion yuan on capacity expansion, and the annual production capacity will increase from the current 600000 to 1 million vehicles in the future. At the same time, all of the 400000 new annual production capacity will be put into production of new energy models, one of which (the fourth production line) will be completed in September 2020 and will be put into production in March 2021. Three pure electric models are planned in advance: C-HR EV (Parameter | Inquiry), Pure Electric SUV and Pure Electric MPV; Phase II are expected to be completed in 2022.

[pre-selling price 240000 / extended 550km Xiaopeng P7 post-drive extended model released] on December 25, Xiaopeng's flagship model, the intelligent sedan chair with Internet gene, was officially released and launched for pre-sale, with a pre-sale price of 240000 yuan, exceeding the 550km. So far, Xiaopeng P7 has released a total of post-drive long-range models (new), rear-drive ultra-long-range models and four-wheel drive high-performance models, a total of 3 models, 8 major versions, pre-sale price range of 240000-370000 yuan.

2020 has become a key year for the development of new energy vehicles in the world. [to stimulate the consumption of electric vehicles in Germany] 2020 has become a key year for the development of new energy vehicles in the world. This year, China's new energy vehicle financial subsidy policy will officially withdraw, but Germany plans to increase the existing subsidy by another 50%. In order to promote the development of electric vehicles, the German government and the automobile industry plan to increase financial subsidies, as well as a series of measures such as expanding the charging piles of electric vehicles, the South German newspaper reported. The subsidy policy proposed three years ago was originally scheduled to end at the end of 2020 and is now planned to be extended to the end of 2025.

 

SMM Cobalt Lithium small Metal Research team

Hong Lu 021-51666814

Qin Jingjing 021-51666828

 

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[12.26 Lithium Express] - Shanghai Metals Market (SMM)