Biden government seeks to invest $15 billion in electric vehicle charging stations * Guotai Junan: the market is optimistic about 2021 sales of new energy vehicles, and the gap between lithium iron phosphate and ternary installation is narrowing.

Telah Terbit: Apr 23, 2021 11:49

[Guotai Junan: the market is optimistic about the sales of 2021 new energy vehicles, and the gap between lithium iron phosphate and ternary installation is narrowing] Guotai Junan pointed out that the industry is optimistic about the market sales of 2021 passenger cars and new energy vehicles. Passenger car sales are generally expected to be more than 21 million in 2021, an increase of 77.5% over the same period last year, and few institutions predict negative growth. At the same time, the industry expects sales of new energy vehicles to range from 150 to 1.9 million, an increase of 2050% over the same period last year, and the penetration rate of new vehicles will increase from 6.3% in 2020 to 70.9%. In March, the installed capacity of power battery in China was 9.0 GWH, in which ternary and lithium iron phosphate installed were 5.1Gwh and 3.9Gwh respectively. The penetration of lithium iron phosphate in the field of passenger cars is accelerated, and the gap between lithium iron phosphate and ternary installed capacity is narrowed.

[Rongjie shares: BYD is already a strategic investor in the company's lithium power equipment company. Rongjie shares have no plans to introduce other strategic investors. Rongjie shares said on the interactive platform that BYD is already a strategic investor in the company's lithium power equipment enterprises. at present, there are no plans to introduce other strategic investors.

[Shengxin Lithium Energy: first quarter net profit 104 million yuan turned into profit] Shengxin Lithium Energy released its quarterly report for 2021, with a net profit of 104 million yuan, compared with a net loss of 57.2142 million yuan in the same period last year. Operating income was 535 million yuan, an increase of 121.23% over the same period last year. The 2020 annual report was released on the same day, showing a net profit of 27.1747 million yuan, compared with a net loss of 59.2406 million yuan in the same period last year, turning losses into profits, and operating income of 1.791 billion yuan, down 21.43 percent from the same period last year. It is estimated that the net profit in the first half of the year will be about 250 million to 300 million yuan, a year-on-year During the reporting period, the production and sales of the company's lithium salt products are expected to increase compared with the same period last year, and the average sales price of the products increased compared with the same period last year, resulting in the increase in the company's operating

[Biden administration seeks to invest $15 billion in electric vehicle charging stations] on the morning of April 23, the Biden administration proposed on Thursday to invest $15 billion to build 500000 electric vehicle charging stations around roads, parking lots and apartment buildings. this is part of the infrastructure plan submitted by the Biden administration to Congress.

[Ningde Times subsidiary participates in the establishment of New Energy Industry Equity Investment Partnership] recently, Yibin Chendao New Energy Industry Equity Investment Partnership (limited partnership) was established with a registered capital of 3.401 billion yuan. The executive partner is the Ningbo Meishan bonded Port District Chendao Investment Partnership (limited partnership). According to shareholder information, the company has five shareholders, of which Ningbo Meishan bonded Port Investment Co., Ltd., a wholly-owned subsidiary of Ningde Times New Energy Technology Co., Ltd., is the second largest shareholder of the company, with a shareholding of about 29.4%.

[Guoanda: the company's products have the function of early detection and early warning of thermal runaway of lithium battery has been applied to electric vehicles] Guoanda said on the interactive platform on April 23 that some of its products currently have the function of early detection and early warning of thermal runaway of lithium battery. solve the problems of early detection and early warning of lithium battery fire and automatic fire extinguishing, and can be detected and extinguished in time when a fire occurs. It can improve the safety requirements of fire prevention and control of electric vehicles. Related products have been used in electric vehicles, such as "battery box special automatic fire extinguishing device", "ultra-fine dry powder automatic fire extinguishing device" and so on.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
2 jam yang lalu
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
Baca Selengkapnya
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: Produksi elektrolit sulfida 70 mt pada Januari-Agustus] Dari Januari hingga Agustus 2026, produksi elektrolit sulfida kumulatif Tiongkok mencapai 70 mt, naik 119,7% YoY, sudah melampaui total setahun penuh 2025 (58,29 mt). Namun, pertumbuhan mengesankan ini menutupi tiga kenyataan pahit: ① Hanya 19,6% dari target perkiraan tahunan (360 mt) yang tercapai; ② Tingkat utilisasi kapasitas pada Agustus hanya 5,82%, dengan kapasitas yang menganggur parah; ③ Harga produk terus merosot (LPSC turun lebih dari 24% dalam satu bulan). Produksi rata-rata bulanan Q4 kemungkinan besar berada di kisaran 11,5-13 mt, dengan total setahun penuh sekitar 118-121 mt, yang merupakan "pendakian solid." Perkiraan tahunan 360 mt, dengan hanya 70 mt yang diselesaikan dalam delapan bulan pertama: kesenjangan antara "peningkatan bertahap" elektrolit sulfida Tiongkok dan kenyataan.
2 jam yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
2 jam yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
Baca Selengkapnya
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
2 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
3 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Baca Selengkapnya
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Menurut Red Metal Resources pada 3 September, proyek Farellon, bagian dari properti tembaga-emas-kobalt Carrizal milik perusahaan di dekat Vallenar, Chili, telah menyelesaikan pengiriman pertama bijih tembaga sulfida, menandai transisi proyek dari tahap pengembangan ke penjualan bijih aktual dan produksi skala kecil. Penyewa dan operator proyek, Minera KMT, mengangkut batch bijih pertama ke fasilitas pemrosesan Vallenar yang dioperasikan oleh perusahaan pertambangan milik negara Chili, ENAMI, pada 20 dan 21 Agustus. Tonggak ini tercapai hanya sekitar tiga bulan setelah para pihak menandatangani perjanjian pertambangan pada bulan Mei, sekitar empat bulan lebih cepat dari jadwal pengembangan awal tujuh bulan. Farellon adalah bagian penting dari properti tembaga-emas-kobalt Carrizal. Pengiriman bijih pertama diharapkan menghasilkan pendapatan royalti bagi Red Metal dan menjadi dasar untuk perluasan lebih lanjut aktivitas penambangan dan pemrosesan. Perusahaan belum mengungkapkan kadar kobalt spesifik, output kobalt, atau tingkat pemulihan untuk bijih yang dikirim. Namun, langkah proyek menuju produksi dan penjualan aktual merupakan perkembangan baru dalam jalur sumber daya kobalt Chili di luar Afrika.
3 jam yang lalu