[4.15 Lithium Express] due to parts shortage, GM's two factories will stop production next week * Guotai Junan: the future price height and prosperity of lithium carbonate and electrolytic aluminum are expected to exceed expectations.

Guotai Junan: the future price height and prosperity of lithium carbonate and electrolytic aluminum are expected to exceed expectations. Guotai Junan Research newspaper said that the price of lithium salt has stabilized this week, but the shortage of lithium ore has become the main line. at present, the market lithium mica concentrate / lithium concentrate has begun to rise rapidly, and the long unit price of lithium concentrate is expected to be around $620 / ton in April, and the era of "one mine is hard to find" has begun again. The electrolytic aluminum industry continues to maintain 100% capacity utilization, and domestic inventories gradually enter the downward inflection point, indicating that the demand for the completed end of real estate is higher than expected, while looking forward to the recovery of aluminum exports. From the perspective of the micro industrial chain in supply, demand and inventory, the future price height and prosperity maintenance time of lithium carbonate and electrolytic aluminum are expected to exceed expectations.

[Rongjie shares: the company currently owns the overall mining rights of the 13th vein of Kangding methyl carbide spodumene mining area with 28.995 million tons of certified reserves of 28.995 million tons] Rongjie shares said on the interactive platform, the company currently has the overall mining rights of the 13th vein of Kangding methyl carbide spodumene mining area, with certified reserves of 28.995 million tons, and has used 1.368 million tons of ore as of December 31, 2020. The average grade of the company's lithium ore is 1.42%. About 5-6 tons of raw ore can be selected from 1 ton of 6% lithium concentrate, and it takes about 8-9 tons of 6% lithium concentrate to produce 1 ton of lithium carbonate.

[Rongjie shares: the external sales price of the company's lithium concentrate is priced according to the market price] Rongjie shares said on the interactive platform that the external sales price of the company's lithium concentrate follows the market and is priced according to the market situation.

[a large proportion of decommissioned power batteries will enter small workshops] the survey found that, affected by imperfect supporting policies, poor economic benefits and other factors, a large proportion of decommissioned power batteries flow to the grey industry chain dominated by small workshops.

[traffic "carbon peak" path emerges, new energy vehicles, recharging facilities and other popular tracks] the transportation industry is being forced to accelerate change under the goal of "carbon peak, carbon neutralization". At present, the roadmap of carbon peak in the field of transportation is becoming increasingly clear, and many industries, such as new energy vehicles and recharging facilities, have ushered in a new round of development opportunities, which has become a hot track for new players to accelerate their entry layout. Experts believe that to achieve the goal of "carbon peak and carbon neutralization", energy, transportation, automobile manufacturing and other industries all need to carry out adequate basic research, scientific and technological research and development, and transformation of achievements, and the entire innovation chain and industrial chain need subversive restructuring. It is suggested to carry out top-level design and related policy support, strengthen scientific and technological innovation, and innovate business models.

[GM's two plants will stop production next week due to parts shortage] according to Yonhap news agency on April 15, GM's South Korean subsidiary said on Thursday that it would suspend production at two of its three factories next week due to a shortage of semiconductor parts. GM Korea said in a statement that its first and second plants in Incheon would stop production from April 19 to 23.