[4.1 Lithium Express] Fulin Seiko plans to invest in a comprehensive development project of lithium ore resources * the price of lithium hexafluorophosphate is nearly double that at the beginning of the year.

[Fulin Seiko: plans to invest in Lithium Resources Comprehensive Development Project] March 31, Fulin Seiko announced that the company recently signed the "Lithium Mine Resources Comprehensive Development Project Investment Agreement" with Sichuan Stelli Lithium Industry Co., Ltd., Mianzhu Chuanhong Building Materials Co., Ltd., and natural person Deng Bo. All parties jointly invest in the establishment of lithium ore resources comprehensive development project company with their own funds, and the registered capital of the project company is 80 million yuan. This investment will help broaden the upstream raw material supply channels of new energy lithium positive electrodes and extend the upstream and downstream industrial chains.

[industry inventory continues to decline, the price of lithium hexafluorophosphate nearly doubled at the beginning of the year] on the 31st, the price of lithium hexafluorophosphate rose 12500 yuan / ton, with an average price of 210000 yuan / ton, up 6.33% in a single day, 27.27% higher than last month, and 96.26% higher than the quotation of 112500 yuan / ton at the beginning of this year. At present, the overall supply of lithium hexafluorophosphate industry is tight, some enterprises are in full production, the storage conditions of hexafluorine are harsh, the inventory of the industry continues to decline, and there is basically no inventory to buffer. With the increase in downstream production in May, the price of lithium hexafluorophosphate is expected to usher in a new wave of rise.

[six Ford plants in North America have slashed production due to lack of cores] according to media reports, due to a continuing shortage of semiconductor chips around the world, Ford is slashing production at six plants in North America, including factories that make high-margin pickups. The measures taken by different factories vary, including the elimination of overtime and the closure of factories for up to three weeks between April and June, or a combination of both. Consulting firm iRuiplatin estimates that the chip shortage will reduce global auto industry revenue by $60.6 billion this year.

[after winning 3.34 billion lithium diaphragm order, Xingyuan material plans to invest 2 billion yuan to build a factory in Sweden] on March 31st, Xingyuan material plans to invest no more than 2 billion yuan to set up a production plant in Svista Industrial Zone in Eskilstuna, Sweden. when the new factory is completed in 2025, it will become the European headquarters of Xingyuan material.

[Jingao Technology: expected battery module shipments in 2021 25-30GW second quarter orders are full] Jing O Technology recently said at the performance presentation meeting that the company expects component production capacity to exceed 40GW by the end of 2021, wafer and battery production capacity will continue to maintain about 80% of module capacity, and battery components are expected to ship at 25-30GW. At present, orders in the second quarter are still relatively full. Orders will be taken over in June and some of the production capacity will be reserved for temporary spot orders. For the whole year, more than 50% of the orders have been received. At present, the order price in the overseas market is about 22.5-23 cents per watt (excluding tax), and the domestic market price is between 1.65 and 1.72 yuan per watt (including tax).

[Tianneng Co., Ltd.: the fuel cell released at the Tianjin Exhibition on the 26th can be used in low-power power generation equipment, drones, low-speed cars and other fields] Tianneng Co., Ltd. said on the interactive platform that the fuel cell released at the Tianjin Exhibition on the 26th is the ACGS1 air-cooled graphite stack independently developed by our company, with a rated monolithic power of up to 20.1 W, light weight and stable performance. It can be mainly used in low-power power generation equipment, UAV, low-speed cars and other fields. The fuel cell has been finalized and will be mass produced in time according to market orders and infrastructure construction status.