[SMM Metal Breakfast] the metal falls and the US dollar continues to rise * the impact of the accident at the Western Australian nickel-cobalt mine is limited * the impact of the situation in Myanmar on tin exports

[overnight market] most of the non-ferrous metals fell, Lunchonglun Zinc fell more than 2% of US dollars, and the gold futures closed at a two-week high.

[macro outlook] pay attention to the US housing start-up data in February and the IEA monthly crude oil market report

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Yesterday, most of the metal in the outer plate was green, and Lun copper fell nearly 2.1%. Lun Aluminum fell nearly 1.1%, Lunzn Zinc fell nearly 2.1%, Lunni fell nearly 0.4%, Lunxi rose nearly 0.1%, and Lunxi lead fell nearly 1.9%. (LME) copper on the London Metal Exchange fell sharply on Tuesday as investors sold some of their long positions in an atmosphere of uncertainty before the central bank meeting. Some analysts pointed out that the market has digested a lot of positive news, a lot of positive expectations about electric vehicles. It is natural for some savvy investors to take profits or wait and see. Although the market is very worried about the inflation outlook, central banks around the world still tend to relax monetary policy, so there is this difference, which brings uncertainty. The domestic metal market is green across the board. International copper fell nearly 1.3%, Shanghai copper fell nearly 1.2%, Shanghai aluminum fell nearly 1%, Shanghai lead fell nearly 0.6%, Shanghai zinc fell nearly 1%, Shanghai nickel fell slightly, and Shanghai tin fell nearly 0.8%.

The dollar index edged higher in light trading, with 10-year Treasury yields near one-year highs and the dollar index rising 0.08 per cent to 91.88, the third consecutive day of gains. Treasury yields were mixed, with the benchmark 10-year yield rising to 1.617 per cent. Data released on Tuesday showed that US retail sales fell 3.0 per cent in February compared with the previous month on a seasonally adjusted basis, partly due to bad weather. Core retail sales, excluding cars, gasoline, building materials and food services, fell 3.5 per cent in February and rose 8.7 per cent in January.

U. S. stocks closed mixed on Tuesday, with technology stocks such as Microsoft, Apple and Google supporting the Nasdaq. The Federal Reserve is about to release interest rate decisions and policy statements. Retail sales in the United States in February hit their lowest level since April last year, well below market expectations. The Dow fell 127.51 points, or 0.39%, to 32825.95; the Nasdaq rose 11.86 points, or 0.09%, to 13471.57; and the S & P 500 fell 6.23 points, or 0.16%, to 3962.71.

March 16 news, A-share three major indexes opened higher collectively. Subsequently, the Chuangzhi index rebounded by more than 1%, with UHV and environmental protection projects leading the way, bank stocks rising and rising, market sentiment picking up somewhat, and individual stocks rising more and falling less. Near midday, the index bottomed out again, tourism, media, airport shipping and other sectors were active, titanium dioxide, scarce resources and other cyclical stocks continued to plummet. In the afternoon, the index continued to pick up, the rise of the index expanded to 1%, carbon neutral stocks and environmental protection stocks broke out collectively, the semiconductor sector rose, market trading sentiment was high, and more than 2900 stocks in the two cities rose, making better money. Near the end of the day, the index continued red disk finishing, real estate stocks, communications stocks pulled up. As of the close, the Prev index rose 0.78% to close at 3446 points, the Shenzhen Composite Index rose 0.91% to close at 13642 points, and the gem index rose 1.06% to close at 2672 points.

LME inventory

Macro focus

[the development of the national carbon trading market is springing up like bamboo shoots after a spring rain. Experts call for speeding up the construction of the top-level system] the reporter learned that at present, a number of provincial pilot carbon exchanges have been put on record, and a number of listed companies have directly or indirectly participated in them; on the whole, the development of the national carbon trading market has sprung up like bamboo shoots after a spring rain. Some experts told reporters that although the development of the national carbon trading market has been broken, it is still in the early stage of development, market participants and liquidity have not been reflected, and the relevant system is not perfect. For example, in many aspects such as quota trading; At present, we should speed up the construction of the top-level system, so that the carbon trading market can be concentrated, form a more unified and authoritative price, and speed up the introduction of carbon emissions futures.

[Ministry of Commerce: it is expected that the overall consumer market will continue to show restorative growth in the later period] the Ministry of Commerce said that the consumer market in the first two months of this year continued the momentum of recovery since the fourth quarter of last year, due to last year's low base, the total social zero showed a substantial growth. However, affected by the epidemic, circulation enterprises, especially small and medium-sized enterprises, still have many operational difficulties, residents' consumption is still restricted, and efforts need to be made to promote consumption. With the steady improvement of the epidemic prevention and control situation in China, various policies and measures have achieved results, and it is expected that the consumer market as a whole will continue to show a trend of restorative growth in the later period.

[sandstorm blue warning continues 14 provinces, autonomous regions and municipalities will have blowing sand or floating dust weather] the Central Meteorological Observatory continues to issue a sandstorm blue warning at 18:00 on March 16th: it is expected that from 20:00 on March 16th to 20:00 on March 17th, There are blowing sand or floating dust weather in southern Xinjiang basin and east, western Inner Mongolia, northeast Qinghai, Gansu, Ningxia, north-central Shaanxi, Shanxi, south-central Hebei, southern Beijing, central-western Shandong, Henan, north-central Anhui, northwestern Jiangsu and north-central Hubei. Among them, there are sandstorms in the southern Xinjiang basin.

Adam Button, an analyst at the financial station Wang Forexlive, commented on the monthly rate of retail sales in the United States in February: February is a month to restart the economy, but it is also a very cold month in most parts of the United States, so this is a difficult retail sales report. The market is expected to forgive poor reporting because of the weather and upcoming stimulus measures.

[Baltic dry bulk freight index rose due to higher ship freight] the Baltic dry bulk freight index rose 34 points, or 1.8%, to 2017 on Tuesday, the highest since early October last year, as capesize and Panamanian shipping rates strengthened. The capesize index rose 27 points, or 1.3%, to 2083. The average daily profit of capesize ships rose $220 to $17274. The index of Panamanian ships rose 100 points, or 4.4%, to 2372, the highest since Feb. 18. Average daily profit for Panamanian ships rose $897 to $21349. The index of super-convenient ships fell 4 points to 2079, ending nine straight gains.

Today's focus

[recycled Copper Daily Review on March 16th: the poor trend of copper prices weakens the positive price sentiment it is easier for manufacturers to purchase] Guangdong bright copper tax-free cash withholding price is 60000-60300 yuan / ton, down 300 yuan / ton compared with the previous transaction, and the fine waste price difference is 2293 yuan / ton, narrowing 37 yuan. After yesterday's hot sales, today's demand for recycled copper rods slowed down, manufacturers' orders were general, and they began to ship at reduced prices in the afternoon. Copper prices are weak and orders for recycled copper rods are poor, recycled copper suppliers have lower price sentiment, take the initiative to ship goods, manufacturers purchase is relatively easy, quick transactions, overall trading is better, copper prices are weak in the afternoon, and some manufacturers are afraid to stop purchasing. "View details

[SMM analysis: 2021 Chinese aluminum foil export materials rebounded food foil and medicine foil into a bright spot] since February 2021, due to the domestic aluminum prices rising faster than foreign aluminum prices, resulting in domestic aluminum foil prices are relatively weak, many customers feedback that overseas orders have shrunk at present, so the export volume of aluminum foil in February and March 2021 may be lower than in previous years. If aluminum prices fall back in 2021 and the epidemic situation is stable, the export volume of aluminum foil for the whole year is expected to rise to about 1.29 million tons, mainly in food foil, medicine foil and so on. "View details

[March 16 SMM aluminum rod processing fee market: aluminum prices hit a new high since September 11 aluminum rod processing fees weak stable operation] Today (3x16), aluminum rod processing fees around the small reduction, Shandong mainstream manufacturers of aluminum rod processing fees 250-liter water 400 yuan / ton, the average price recorded 325 yuan / ton, 10 yuan / ton lower than yesterday. Henan 1A60 aluminum rod processing fees between 250-300 yuan / ton, the average price recorded 275 yuan / ton, down 50 yuan / ton from yesterday. Inner Mongolia 1A60 aluminum rod processing fees are quoted between Pingshui and Shishui 50 yuan / ton, which is the same as the previous trading day. "View details

[aluminum bar spot daily review: aluminum bar processing fee is not smooth around low downstream fear of high delivery] Today, the domestic aluminum bar mainstream market processing fee continues to wander. The aluminum base price today was 17760 yuan / ton, the highest since September 2011. the prices of aluminum rod holders are uneven today. The mainstream price in South China market is reduced by 90-100 yuan / ton, while that in East China market is reduced by 20-40 yuan / ton. The supply of low-priced goods is sold at a flat price or even a discount. "View details

[SMM Analysis: the impact of the Western Australian Nickel-Cobalt Mine accident on supply is expected to be limited. According to SMM research, the main product of the Western Australia Murrin Murrin smelter is the average monthly output of about 10000 tons of nickel beans in the past two years. [SMM analysis: the impact of the Western Australian nickel-cobalt mine accident on supply is expected to be limited. Overseas companies reported quarterly figures and produced 40800 tons of nickel beans in 2020, compared with 40700 tons in 2019. If the accident affects production within 1000 tons, the impact on annual output will be about 2 per cent. "View details

[daily review of nickel pig iron: the quotation mentality of iron mills is slightly weaker, but it is still quite different from that of steel mills.] Nickel prices have not shown an obvious trend for the time being, the wait-and-see mentality of the market is still strong, and there are few transactions, and the price of ironworks is slightly loosened, but it remains high, and the deal is difficult. The purchasing psychology of steel mills is expected to be 1100 yuan / nickel point (including tax to the factory), the difference is still large. "View details

[Foshan stainless Steel Daily Review: light terminal wait-and-see mentality of steel transactions in the middle of the month] the overall price of the state-owned edge cutting agency market in South China is running steadily in the short term, and there are 50% profit negotiations under the inventory pressure of some traders. In addition, the price of cold and hot rolling in the private sector has gradually shrunk, but there are not many purchases at low terminal prices. SMM believes that the trend of short-term steel price operation in the market increases. "View details

[SMM Electrolytic Manganese Daily Review: short-term Electrolytic Manganese transactions and pricing weakness] according to SMM, today's domestic Electrolytic Manganese Union meeting, most manufacturers do not have more spot quotations, some retail spot negotiations on low prices are not strong, terminal individual steel mills March manganese ingots, manganese ball bidding price decline deepened, other areas of manganese demand boost is not optimistic, so the market wait-and-see mentality. In addition, according to some manganese factory operators said that after the meeting, the market pays more attention to the performance of domestic manufacturers to reduce production and stop production, and the SMM will update daily output changes in a timely and specific manner. "View details

[Thakadu Nickel Sulfate Refinery starts production expected to reach 16000 tons this year] it is recently reported that Thakadu Battery Materials Co., Ltd. has started production at its Nickel Sulfate Refinery in South Africa. It is reported that Thakadu is the first in a series of projects that will quickly follow the company's goal of becoming a diversified battery raw material manufacturer. "View details

[the latest listing price of medium and heavy rare earth oxides in southern China announced a slight increase in the average price of terbium oxide and rare earth oxide] A few days ago, southern rare earths announced the latest listing price of medium and heavy rare earth oxides, rising and falling. Among them, the average price of terbium oxide increased by 50, 000 yuan / ton to 9.9 million yuan / ton compared with last week, dysprosium oxide increased by 40, 000 yuan / ton to 3.075 million yuan / ton, and lutetium oxide increased by 20, 000 yuan / ton to 5.345 million yuan / ton. the average price of gadolinium oxide decreased by 13000 yuan / ton to 234500 yuan / ton compared with last week. The average price of holmium oxide was reduced by 50,000 yuan / ton to 50,000 yuan / ton compared with last week, while the listing prices of other medium and heavy rare earth oxides were unchanged from last week. "View details

[SMM analysis: review and prospect of plate-buckle scaffolding market] from the development trend of PMI of national plate-buckle scaffolding manufacturers in 2020, we can see that April ushered in the peak of the first half of the year, on the basis of the development in the first half of the year, with the epidemic prevention and control work entering the normal stage, the resumption of work and production accelerated in the second half of the year, local construction projects are hot, the industry development has entered a sprint period, and the market demand is exuberant. The development of the industry remains in the boom range, but the index was the lowest for the year in December. "View details

[SMM special topic: a number of steel mills issued business plans to increase profits and reduce costs, carbon neutralization is the main tone] at the beginning of 2021, a number of iron and steel enterprises announced their business plans. In addition to the conventional goals of reducing production costs and increasing revenue, a number of steel companies have added carbon neutralization related requirements. Such as the formulation of a low-carbon roadmap, and put forward long-term goals such as achieving carbon peak in 2023 and striving for carbon neutralization in 2050. "View details

[SMM investigation: raw materials are tight, individual antimony factory blast furnaces are back in production but understarted] following the resumption of operation of the blast furnace of Guizhou Dongfeng Antimony Industry Co., Ltd. yesterday, the blast furnace of Hunan Zhirong Antimony Industry Group Co., Ltd. is also ready to resume production after smooth overhaul. According to SMM, although the Dongfeng antimony industry resumed operation, the company said that due to the current tight supply of raw materials and the availability of purchased raw materials, it is expected that the monthly production of antimony can only be released with a maximum of 300 tons of metal. "View details

[SMM analysis: the impact of the unrest in Myanmar on tin exports] the situation in Myanmar has been evolving to a growing level since it was plunged into continued unrest. According to SMM, the turbulent situation currently has no significant impact on the export and transportation of tin mines, and the slowdown in some tin mine transport is mainly due to the factors of epidemic prevention and control, and the concentrated return of Chinese personnel under the turbulent situation has a slight impact on the transportation of goods at the customs crossing. "View details

[SMM magnesium ingot spot KuaiBao] Today, (3x16) Fugu 999 magnesium ingot factory mainstream price 15350-15450 yuan / ton, 95B magnesium ingot mainstream factory price 15650-15850 yuan / ton; Wenxi area mainstream transaction price 15650-15850 yuan / ton, 95B magnesium ingot mainstream transaction price 16050-16250 yuan / ton, the overall price is the same as yesterday. "View details

[SMM data: summary of the changing trend of cold and hot rolling market prices in Foshan in mid-March] according to SMM, the overall market price of stainless steel in Foshan has continued to be weak since the beginning of March, with private 200 series and 300 series falling mainly in 400-650 yuan / ton, while the actual spot resources on the market this week are not optimistic. From the perspective of nickel futures, there is no stable trend in the current stage, while the recent trend of SS main force contracts is basically around 13900-14200 yuan / ton. In addition, the overall futures guidance price of steel mills in March tends to weaken, and most downstream terminals tend to wait and see in the middle of the month. Generally speaking, although the short-term market remains weak and stable, it also continues to allow profit to be shipped at the same time. "View details

[the meeting of the President of China Tungsten Industry Association calls for the preparation of the 14th five-year Plan of China's Tungsten Industry] on March 12, the meeting of the Chairman of China Tungsten Industry Association was held in Chenzhou, Hunan Province. the main content is to examine the preparation plan of the 14th five-year Plan of the tungsten industry, discuss the main contents of the 14th five-year Plan of the tungsten industry, and discuss the focus and focus of promoting the "new work of the industry". Listen to the opinions and suggestions on the construction of the association and the key work of the association in 2021. "View details

[SMM comment: great-leap-forward development in the field of energy storage under the background of carbon neutralization and expectation of electrochemical energy storage battery consumption] SMM believes that from the mainstream routes of lithium iron phosphate and ternary energy storage projects mainly adopted by Electroweb side energy storage projects, the construction planning of 5G base stations of the three major operators and the requirements of bidding projects: lithium iron phosphate batteries are still the best choice for backup power storage batteries of base stations. However, lead-acid batteries still have expected applications in user-side application scenarios, alternative energy storage power supplies and so on. Power battery companies such as Ningde era, BYD, Yiwei Lithium Energy, Nandu Power supply and Tianneng, which stand out in carbon neutralization and new energy tuyere, shine brilliantly in the energy storage market and are expected to remain the main force in the energy storage battery market in the future. "View details

Important news of metals and industry

[Colombia calls for copper investment to gain a foothold in the copper market] recently, Colombian mining authorities have been publicly saying that the country has a large number of explorable gold and copper mines. According to data from mining institutions, Colombia's current mining activities account for 2.9 per cent of its territory, covering 3.32 million hectares, while another 9.1 million hectares (7.9 per cent of the territory) need to apply for mining licences. Of the 7285 approved mines, 16 per cent contain precious metals and 1 per cent have potential copper resources. Of the applications being processed, 41 per cent are precious metals and 3 per cent are copper. "View details

Recently, China Machinery Group China second heavy Machinery Group Co., Ltd. (hereinafter referred to as "China second heavy Machinery Group Co., Ltd.") a large aluminum alloy die forging engineering development project successfully passed the process review. Hou Xiao, academician of the Chinese Academy of Engineering, and relevant experts from the evaluation team visited the 80,000-ton die forging press, inspected the typical parts of the project, listened to the report on the leading process review of China Duozhong Wanhang Die forging Project, questioned and consulted the relevant materials, and considered that the process evaluation data provided by China Duozhong Wanhang Die forging are complete, the data are detailed, the leading process is reasonable and feasible, and it is agreed that the project forgings pass the process review. "View details

[Chinalco conducted in-depth exchanges with the previous Exchange on promoting the listing of alumina futures] on March 10, Zhu Runzhou, president of Aluminum Corporation of China, and Jiang Yan, chairman of the Shanghai Futures Exchange, and his entourage were at the Shan Aluminum Hotel. An in-depth discussion and exchange was held on carrying out the listing of alumina futures and strengthening exchanges and cooperation between the two sides. In recent years, China's financial market has developed healthily and steadily, the series of non-ferrous metal futures have run smoothly, the transaction is active, and the market function has played a significant role. China is the largest producer and consumer of alumina in the world. The introduction of alumina futures is in line with the national "Belt and Road Initiative" initiative, which is conducive to the formation of a market-oriented pricing mechanism of alumina, reducing information asymmetry and promoting the upgrading of alumina quality. enhance the influence of China's alumina prices at home and abroad. "View details

[Qinghai Baihe Aluminum Company's annual electrolytic cell overhaul project was launched in an all-round way] recently, according to the previous implementation plan, Qinghai Baihe Aluminum production Management Department organized various electrolysis workshops, maintenance workshops, planned operation departments, quality inspection centers, purchase and sales management departments, storage and transportation centers, safety and environmental protection departments, China eight smelting Group, Qinghai Hongzheng Environmental Protection and other relevant responsible persons and full-time workers held the annual electrolytic cell overhaul project launch meeting. Sheng Maobin, deputy general manager of the company, attended the meeting and gave important instructions. As a result, the company's annual electrolytic cell overhaul project was launched in an all-round way. "View details

[Tianshan Aluminium wholly-owned subsidiary provides guarantee to wholly-owned Sun Company] Tianshan Aluminum Group Co., Ltd. issued a "notice on the guarantee provided by wholly-owned subsidiaries to wholly-owned Sun Company" on March 16, according to the announcement. Tianshan Aluminum Co., Ltd., the eighth division of Xinjiang production and Construction Corps, a wholly-owned subsidiary of Tianshan Aluminum Co., Ltd., provides guarantee for the credit of 300 million yuan in Beijing Bank Urumqi Branch of Xinjiang Tianshan Yingda carbon Co., Ltd., and the 150 million yuan medium-term working capital loan in the branch of Shihezi Corps of Agricultural Bank of China. To provide guarantee for 100 million yuan short-term working capital loan of Alar bingtuan Branch of Agricultural Bank of China of Alar Nanjiang carbon New Materials Co., Ltd.

[Mingtai Aluminum can expand the annual processing capacity of recycled aluminum up to 680000 tons] Henan Mingtai Aluminum Co., Ltd. said recently that the current scale of waste aluminum treatment can meet the treatment of aluminum scraps and scraps in the existing production process. Based on the waste aluminum production of the 100 billion grade aluminum industrial base in the surrounding industrial agglomeration area, the company invested 400 million yuan in 2020 to expand the original 300000 tons of recycled aluminum project, and the scale of recycled aluminum can reach 680000 tons in the year after expansion. In addition, in replying to the impact of the carbon neutralization policy on the company, Mingtai Aluminum said that it had reached a long-term cooperation with Rusal, a well-known low-carbon aluminum producer, to purchase low-carbon aluminum ingots and take more measures to reduce carbon emissions.

[Yahua Group: Ya'an Lithium Industry passed the initial compliance certification of IATF16949 system] in March 2021, Yahua Group Ya'an Lithium Industry successfully passed the first compliance certification of IATF16949: 2016 automobile quality management system, and obtained the certificate on March 15, 2021. According to reports, this marks that the products of Ya'an Lithium Industry have obtained a green pass to enter the automobile market. "View details

[nickel] Russian mining giant Nornickel: expects to reduce nickel production by 35000 tons, copper production by 65000 tons and platinum metal production by 22 tons in 2021.

[global stainless steel production of 50.89 million tons in 2020 decreased by 2.5% compared with the same period last year] statistics released by the International stainless Steel Forum (ISSF) on March 15 show that global stainless steel production in 2020 decreased by 2.5% to 50.892 million tons from 52.218 million tons in 2019. With the exception of China, global stainless steel production fell by 2.065 million tons, or 9.05 per cent, compared with the same period last year.

[Japanese emerging silicon wafer manufacturing companies are expanding their business in China on a large scale] at present, some Japanese silicon wafer factories such as Ferrotec and RS Technologies are expanding their business in China on a large scale. Two new semiconductor wafer manufacturers in Japan are expanding their operations in China, hoping to expand financing channels with the help of the Dongfeng of the semiconductor program supported by the Chinese government. "View details

[Longji shares raise silicon wafer prices again: the market will continue to rise.] the prices of photovoltaic silicon wafers and silicon materials continue to rise after the Spring Festival, but there have been different voices in the market. On March 15, Longji once again announced the increase in the price of the company's silicon wafer products. According to people close to Longji, Longji once again raised the price of wafer products, mainly because the upstream silicon continues to rise, and the supply of single crystal wafer industry chain is limited, it is expected that the price increase for wafer downstream may be acceptable. "View details

[McEwen's Mexican gold mine business was suspended due to blockade] McEwen Mining Inc. (NYSE:MUX) (TSX:MUX) reported on Monday that its El Gallo project in Mexico had been suspended due to an illegal blockade by nearby community members of the main access to the property. According to McEwen, some members involved in the blockade believe that McEwen should increase its annual payments to local communities and improve infrastructure. "View details

[gold price upward correction Fed abandoning inflation concerns works US zero sales and FOMC pilot risk] Gold prices continue to revise upwards and are currently hovering above $1730. Both the Federal Reserve and the US Treasury have abandoned short-term concerns about inflation, and the rise in US bond yields has not had much impact, suggesting that their words are working. The United States Zero sales and Federal Open Market Committee meeting (FOMC) will lead this week's risk guidance, and the market is expected to remain calm before the announcement. "View details

[international asset management VanEck: inflation expectations may push gold up to US $3000] International asset management company VanEck said in a research report a few days ago that although gold prices are still under great pressure in the short term against the backdrop of a strong US economic recovery, overheated inflation expectations in the future may become a catalyst for gold prices to rise. VanEck's medium-term target for gold is as high as $3000 an ounce. "View details

As of March 15, Hangzhou Sublimation Port has a total inventory of 648000 tons, including 510300 tons of rebar and reel, 130700 tons of industrial materials and 7000 tons of plates and billets. 17 ships were unloaded on March 15, 18 vessels were unloaded on March 16, and 121 vessels to be unloaded, of which 40 were rebar and 29 were reels.

[domestic finished oil prices will rise by a record nine] the retail price limit for domestic oil products will usher in a "nine consecutive rise." On March 16, the ninth working day of the current price adjustment cycle, data monitored by Jinlianchuang, a commodity information organization, showed that as of that day, the average price of international crude oil varieties referred to in China was 67.42 US dollars per barrel, with a change rate of 5.67%. The retail price limit for gasoline and diesel has been raised by 230 yuan per ton.

[Warburg Securities: at present, iron and steel stocks are more defensive, and their future performance will be more flexible.] Warburg Securities pointed out that the current strict environmental protection has led to a decline in blast furnace operating rate, which is driving the contraction of the steel supply end. Under the stable monetary policy, the undervaluation and high dividend yield of steel stocks make the plate investment more cost-effective and defensive. On the whole, iron and steel stocks are more defensive at present, and their future performance has greater upward flexibility. It is suggested that we should focus on the related companies with high dividend rate and the companies producing high-end cold-rolled products.

[China Iron and Steel Association: from January to February, the national cumulative production of crude steel increased by 12.9% over the same period last year] from January to February, the country produced a total of 174.99 million tons of crude steel, an increase of 12.9% over the same period last year, a cumulative daily production of 2.9659 million tons, an increase of 14.81% over the same period last year; the production of pig iron was 144.75 million tons, an increase of 6.4% over the same period last year, and a cumulative daily production of 2.4534 million tons, an increase of 8.2 Steel production was 209.53 million tons, a cumulative increase of 23.6 percent over the same period last year, and a total daily output of 3.5514 million tons, an increase of 25.69 percent over the same period last year. "View details

Terminal information

[vigorously carry out the research and formulation of integrated circuits and other standards, the Ministry of Industry and Information Technology issues the main points of the work of Industrial and Information Standards] on March 16, the Ministry of Industry and Information Technology issued the "key points of work on Industrial and Information Standards 2021" (hereinafter referred to as "key points of work"). Six major contents are put forward: strengthening the overall promotion of the standards work of the whole industry chain, doing a solid job in the development of standards in basic and key areas, optimizing and upgrading the supply structure and level of the standard system, and continuously and deeply participating in global standardization activities. we will actively promote the effective implementation of key standards and vigorously create a good environment for standards and policies. "View details

[Volkswagen Group: to use solid-state batteries in 2025] Volkswagen Group said at the "Power Day" (Battery Day) that solid-state batteries have better performance and lower cost. In the future, the solid-state battery separator will change from a porous diaphragm to a ceramic diaphragm, without the use of electrolyte, the negative electrode will be changed from graphite to lithium metal, and the positive electrode will be changed from ternary material to positive metal material, so as to reduce the battery weight. The charging time of the vehicle life can be reduced from 0-80% to 12 minutes.

[snowman shares: the company has carried out the complete layout of the hydrogen energy industry chain] the snowman shares said on the interactive platform that the new energy vehicles will develop in the direction of carbon-free clean energy in the future, and the company has carried out the complete layout of the hydrogen energy industry chain. Xiamen Jinlong, Xiamen Golden Travel, Toyota and other cooperative enterprises have constantly improved and accelerated the landing of hydrogen fuel cell engines and their core components manufacturing projects. Promote the success and scale of hydrogen energy projects.

[Volkswagen Group CEO confirms that it will increase the next round of battery procurement in Ningde Times or build a battery factory in China] Volkswagen Group CEO Deiss said in an interview, "We have a lot of cooperation with Ningde Times, while maintaining cooperation with Guoxuan Tech to obtain more battery sources." In addition, Deth says the next round of investment in battery factories may go to China.

Shanxi Securities: under the background of the carbon peak carbon neutralization goal, be optimistic about the new demand of photovoltaic power generation in the long term in the future. Under the background of the carbon peak carbon neutralization goal, be optimistic about the long-term new demand of photovoltaic power generation in the future. It is suggested that we should pay attention to the component leaders of vertical integrated layout and the leading domestic inverter enterprises that have leading advantages in the field of distribution and energy storage: Longji shares, Jing O Technology, Sunshine Power supply, Jinlang Technology.

[precision forging Technology: Volkswagen's production reduction has a certain impact on the company's sales revenue in the first quarter] Precision forging Technology recently accepted an agency survey. In response to the impact of Volkswagen's production reduction on the company, the company said that Volkswagen's demand for chips decreased in the first quarter, which had a certain impact on the company's sales revenue in the first quarter, which declined month-on-month compared with the fourth quarter of 2020, but at this stage, according to customer demand and order forecasts, It is expected that there will be a significant increase in sales revenue in the second quarter. In addition, the company says it has agreements with more than 70% of its customers to adjust after fluctuations in raw material prices. Although the price adjustment of raw materials lags behind for a period of time, the rise in raw materials has little impact on gross profit margin on the whole.

[Harbin Power Group and Xingxiang Group signed Xiangdian Wind Energy Equity transfer Agreement] on March 15, Harbin Power Group and Xingxiang Group signed Xiangdian Wind Energy Equity transfer Agreement. Shi Zefu, secretary of the party committee and chairman of Harbin Power Group, said that Harbin Power Group will implement Hunan's "three high and four new" strategy, seize development opportunities, take Xiangdian wind energy as the main entity, strengthen the wind power equipment manufacturing industry, and serve the construction of a modern new Hunan.