China NiCoLi Summit 2020: A shift from extensive growth to prudent investment_SMM

Compliance Centre Products About Us Contact Us

English

English 中文

News

Non-ferrous

Base metals

Minor metals

Precious metals

Scrap metals

Rare earth

Steel

Coke Iron Ore Pig Iron Finished Steel Stainless Steel

New Energy

Cobalt Lithium Ternary Precursor and Material Chemical compound

Price News Publication Database Events Consulting

Publication Database Events Consulting SMM APP Compliance Centre About Us SMM Credit Service Contact Us What We Do?

Home / Metal News / Nickel / China NiCoLi Summit 2020: A shift from extensive growth to prudent investment

China NiCoLi Summit 2020: A shift from extensive growth to prudent investment

Jul 14,2020 10:51

CST

feature

Source:SMM

China has taken a leading position in global new energy industry despite source starvation; mining and battery sectors are highly concentrated in the global new energy value chain, while smelters and material producers, who are in the middle of the value chain, are less concentrated and suffer from thin gross profits and overcapacity, said Racket Hu, vice president of SMM.

Please sign in to continue reading the full article for free

Already registered? Sign in

Real-Time Alerts
Advanced Portfolio Features
Personalized Charts
Fully-Synced APP
Free Publication Preview
Weekly News Summary

By signing up, you confirm that you've read and accepted our Terms of Service and Privacy Policy .

China NiCoLi Summit 2020

NEV

New energy

For queries, please contact Frank LIU at liuxiaolei@smm.cn

For more information on how to access our research reports, please email service.en@smm.cn

China's new energy vehicle market demand has grown rapidly, leading to stronger demand for ternary and iron-lithium materials. The global supply of nickel and cobalt raw materials is tightening, and the increase in downstream demand will support the rise of lithium prices in 2021.

Jan 13, 2021 18:25 timezone

CST

feature

SMM Webinar Series: China new energy and upstream raw material industry review & outlook

CAAM expects car sales to achieve steady growth in the future

Automobile sales have shown a gradual recovery trend since April. China automobile production and sales have achieved year-on-year growth for eight consecutive months as of November.

Dec 28, 2020 11:18 timezone

CST

data analysis

CAAM expects car sales to achieve steady growth in the future

NEV sales surged 40% in November, impact of Shanghai's license place restriction policy became apparent

In November, NEV sales were 177,000 units based on compulsory traffic insurance, an increase of 40.5% from the previous month.

Dec 22, 2020 10:03 timezone

CST

data analysis

NEV sales surged 40% in November, impact of Shanghai's license place restriction policy became apparent

Lithium prices to rise in 2021 amid stronger downstream demand

Dec 4, 2020 18:00 timezone

CST

feature

Lithium prices to rise in 2021 amid stronger downstream demand

5G mobile phone shipments accounted for more than 60% in five months, and the annual lithium cobalt oxide output is expected to increase 15%-20% YoY

According to the data from the China Academy of Information and Communications Technology (CAICT), the total shipment volume of the domestic mobile phone market stood at 26.153 million units in October, down 27.3% from the previous year.

Nov 17, 2020 12:00 timezone

CST

data analysis

5G mobile phone shipments accounted for more than 60% in five months, and the annual lithium cobalt oxide output is expected to increase 15%-20% YoY

Imports of cobalt raw materials to rise in October-November

According to SMM survey, cobalt prices trended lower in September-October but have stabilised recently. Inquiries for cobalt raw materials and trades rose. A small number of producers reported that they planned to delay the arrivals of raw materials at ports from September to early October, and the overall arrivals are expected to rise from October to November.

Nov 4, 2020 10:09 timezone

CST

data analysis

Imports of cobalt raw materials to rise in October-November

Analysis: Interpretation of the Development Plan for the New Energy Vehicle Industry

The Development Plan for the New Energy Vehicle Industry (2021-2035) suggests that average power consumption of new pure electric passenger vehicles should be reduced to 12 kwh/100 km, sales of new NEVs should reach 20% of total new vehicle sales

Nov 3, 2020 15:20 timezone

CST

smm insight industry news feature

Analysis: Interpretation of the Development Plan for the New Energy Vehicle Industry

Exclusive: SMM survey of lithium battery value chain in Sichuan

At present, the capacity of lithium carbonate (industrial grade and battery grade) smelters in Sichuan accounts for 20% of the China's total capacity, and the capacity of lithium hydroxide accounts for 37% of the country's total. Expansion is in progress.

Oct 27, 2020 16:03 timezone

CST

industry news

Exclusive: SMM survey of lithium battery value chain in Sichuan

SMM Webinar Series: Hype or Fundamentals- Which is driving metals prices today?

In this three part webinar series, our analysts will share their views on the trending topics across the China domestic ferrous, non-ferrous and new energy sectors during this unprecedented period.

Aug 5, 2020 19:29 timezone

CST

feature

SMM Webinar Series: Hype or Fundamentals- Which is driving metals prices today?

SMM Hot News—China Metal Special Report—SMM Metals Conferences: Key Takeaways

As the situation of COVID-19 eases in China, SMM is pleased to welcome back our industry participants to the metals conferences, where we gather and share insights on the nonferrous metal industry.

Jul 22, 2020 15:30 timezone

CST

smm insight

Related news