[Shengxin Lithium Energy: expected net profit of 100 million to 120 million yuan in the first quarter compared with the same period last year] Shengxin Lithium Energy announced that the net profit in the first quarter is expected to be 100 million to 120 million yuan, a year-on-year turnround. With the domestic novel coronavirus epidemic basically under control, the market demand for new energy vehicles and energy storage batteries has increased significantly, driving up the demand of downstream manufacturers of cathode materials and magnetic materials, and the volume and prices of the company's lithium salt and rare earth products have risen compared with the same period last year. The profitability of the company's lithium salt and rare earth products has improved.
[China Baoan: subsidiary plans to invest in the construction and production of high-performance lithium-ion battery project] China Baoan announcement, the company's subsidiary, Beit Nano, plans to sign a "Project entry Agreement" with the management committee of Xiangyang High-tech Zone. Through the establishment of a subsidiary Hubei Beneng to invest in the construction and production of high-performance lithium-ion battery project, the total investment is expected to be 1.1 billion yuan, the project is divided into two phases, of which the first phase is expected to invest 500 million yuan.
[Ganfeng Lithium Industry: plans to increase the capital of Ganfeng International by 500 million yuan with its own funds] Ganfeng Lithium Industry announced that the company intends to use its own funds to increase the capital of its wholly-owned subsidiary Ganfeng International Trading (Shanghai) Co., Ltd. ("Shanghai Ganfeng") by 500 million yuan. Shanghai Ganfengyuan registered capital of 700 million yuan, after the capital increase of 1.2 billion yuan of registered capital, the company holds 100% of its equity.
Guoxin Securities pointed out that "carbon neutralization" has become a global consensus, with new energy vehicles as one of the main themes; new energy vehicles have effectively optimized the global energy structure; and global sales of new energy vehicles are expected to reach 1969 / 98.58 million. Global new energy vehicles bear the important task of energy reform and are still in the early stages of growth. Pay attention to three main lines of investment: the first is the whole vehicle enterprise; the second is the battery industry chain; the third is the core target of the industry chain.
[power lithium consumption remains strong and pays attention to lithium plate] CITIC Securities pointed out that domestic consumption in the field of new energy vehicles remained strong in March, and there was no worry about the growth of downstream demand for battery metal, and the weakening demand for consumer lithium electricity may suppress metal prices to a certain extent. However, under the tight supply of lithium concentrate upstream, the certainty of rising lithium prices is still high. Continue to recommend lithium plates and targets with high certainty for quarterly earnings growth.
[Biden convenes semiconductor industry summit to discuss chip shortage: Intel promises to help injured car companies] US President Joe Biden met with executives of a number of major companies on Monday to discuss the global chip shortage that has seriously hurt the US auto industry. Biden said during the meeting that he had won bipartisan legislative support to fund the semiconductor industry. He also announced that he would invest $50 billion in semiconductor research and development as part of a broader plan to rebuild US manufacturing and was included in a $2,000bn infrastructure plan. Intel CEO Pat Kissinger (Pat Gelsinger), who attended the meeting online, said Intel hoped to start producing chips at its new plant within six to nine months in order to solve the chip shortage in the US auto industry. This supply chain problem could reduce US car and truck production by 1.3 million this year.
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