[4.19 Lithium Power Express] production capacity is tight, superimposed demand for new energy vehicles is rising, demand for lithium hexafluorophosphate increases * Tianfeng Securities: the market is mainly stock game optimistic about new energy vehicles,

Publicado: Apr 19, 2021 09:53

[tight production capacity superimposed demand for new energy vehicles rising demand for lithium hexafluorophosphate] Polyfluoroduo announced on the evening of the 18th that from now on, the company's sales price of lithium hexafluorophosphate has been raised by 30,000 yuan / ton for all kinds of domestic customers and 4500 US dollars / ton for all kinds of international customers. Huachuang Securities points out that global sales of new energy vehicles will grow by 50% in 2021. As the core raw material of electrolyte, the demand of lithium hexafluorophosphate will increase rapidly. And the production capacity of leading enterprises is concentrated, and the new capacity is limited in the short term. Under the background of tight production capacity, product prices will continue to rise. Divine material is the leader of domestic electrolyte integration, which has the advantage of cost. The new Zebang electrolyte business has a global layout and a leading domestic market share.

[polar Fox Alpha S Huawei HI version with Ningde era ternary lithium battery can achieve 708km life] the first Huawei inside intelligent luxury pure electric car BAIC polar fox Alpha S (Huawei HI version) was officially released on April 17, which is equipped with Ningde era ternary lithium electricity and can achieve 708km (NEDC) mileage.

[Fangde Securities: 1810.HK 's entry into the electric vehicle industry is good for the lithium battery industry] Fangde Securities said in a research report that after many car-building rumors, 1810.HK finally set up a project for the smart electric vehicle business and will set up a wholly-owned subsidiary to take charge of the smart electric vehicle business. The initial investment is 10 billion yuan, and the investment is expected to be 10 billion US dollars in the next 10 years. Lei Jun will also serve as CEO of the smart electric vehicle business, adding a new force to China's new energy vehicle industry. Fangde Securities also said that the current entry of Xiaomi has made the competition in the electric vehicle industry more intense, which is good for the lithium battery industry of new energy vehicles and the automotive electronics industry.

[Tianfeng Securities: the stock game in the market is mainly optimistic about new energy vehicles, carbon neutralization] Tianfeng Securities pointed out that recently, the issuance of public funds is not very satisfactory, and the market is mainly a stock game. From the point of view of the growth path and long-term investment of listed companies, the quarterly performance is lower than expected, and we can not deny the long-term value of some star companies; be optimistic about new energy vehicles, carbon neutral, and pay attention to medical beauty.

[Huawei rekindled the auto industry: research and development reached 6.5 billion yuan this year in extensive cooperation with global auto companies.] after being restricted by the United States, Huawei has opened up another field in the automotive industry. and exploded the market in the past two days with the launch of its first self-driving vehicle! Wang Jun, president of Huawei's smart car solution BU, said at the launch of the new products of Huawei's smart car solution BU on the morning of April 18 that Huawei has established extensive cooperation with mainstream car companies around the world. Huawei has joined hands with more than 200 industrial partners for common development.

[Haili Marelli Global headquarters starts to operate Haili Power New Energy vehicles] on April 18, 2021, the global headquarters of Haili Marelli Holdings Co., Ltd. launched the operation and thermal management system of new energy vehicles held in Pudong, Shanghai. As the world's largest manufacturer of non-self-supporting household air-conditioning compressors, Haili has been seeking a breakthrough in industrial development and transformation in recent years, and has entered the business of new energy vehicle electric air-conditioning compressors, auto parts castings and so on.

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[4.19 Lithium Power Express] production capacity is tight, superimposed demand for new energy vehicles is rising, demand for lithium hexafluorophosphate increases * Tianfeng Securities: the market is mainly stock game optimistic about new energy vehicles, - Shanghai Metals Market (SMM)