[Ganfeng Lithium Industry: subsidiary intends to offer to acquire shares in Bacanora to achieve complete control of Sonora Lithium Clay Lithium extraction Project] May 6, Ganfeng Lithium announced that Shanghai Ganfeng Lithium Co., Ltd. plans to make a tender offer for Bacanora with a transaction amount of no more than 190 million pounds. After the completion of this transaction, Shanghai Ganfeng will hold a 100% stake in Bacanora. Shanghai Ganfeng and Bacanora each own 50 per cent of the Sonora project, and the total lithium resource of the Sonora project is about 8.82 million tons of lithium carbonate equivalent. The Sonora project is a lithium clay lithium extraction project located in Mexico and is currently one of the largest lithium resource projects in the world.
[Citic Securities: global new energy vehicles are expected to achieve high growth in 2021] CITIC Securities Research News believes that the high economy continued in the first quarter, and the profitability of new energy vehicles has generally improved. With the accelerated launch of more productive new models in China, subsidy policies and new carbon emission regulations drive the increase in the electrification rate in Europe, Tesla continues to lead the global wave of electric intelligence, and the global new energy vehicles are expected to achieve high growth in 2021. From a global perspective, China's electrified supply chain is developing rapidly and is the most perfect. Leading enterprises have supplied overseas, and their value as a global high-quality manufacturing asset is prominent. Recommend high-quality enterprises in the supply chain of new energy vehicles with global competitiveness, especially in the supply chain of Tesla and Ningde era.
[due to chip shortage, Stellantis Group cut production of about 190000 vehicles in the first quarter] according to the official account of Stellantis Group Wechat, Stellantis Group recently released its results for the first quarter of 2021: the shortage of semiconductor chips caused a reduction in production in the first quarter of 2021, and the actual output in the first quarter of this year was reduced by about 11% compared with the previously planned output, that is, a reduction of about 190000 units. Throughout the year, the shortage of semiconductor chips has had a limited impact on the Group, and the situation is expected to be more severe in the second quarter of 2021 than in the first quarter, but will improve in the second half of 2021.
[Ningde Times shares in Aichi, the two sides will jointly develop the next generation of power batteries] according to Tianyan inquiry, the latest ownership structure of Aichi has changed. Recently, Ningde Times, through its wholly-owned subsidiary Ningbo Meishan Free Trade Port Investment Co., Ltd. invested in Aichi, injecting 3.08155 million yuan of registered capital, accounting for 0.35506% of the shares. People related to Aichi confirmed the news and revealed that the two sides will explore and develop the next generation of power batteries for the future.
[Geely invests in the establishment of new energy commercial vehicle new company] according to App, Nanchong Geely New Energy Commercial vehicle Development Co., Ltd. was established recently, with a registered capital of 10 million yuan, legal representative Fan Xianjun, business scope including road motor vehicle production, new energy vehicle sales, new energy vehicle exchange facilities sales, energy vehicle waste power battery recycling and echelon utilization, and so on. The company is wholly owned by Nanchong Geely Commercial vehicle Research Institute Co., Ltd., with Li Shufu as the ultimate beneficiary.
[British industrial giant Melrose: auto parts business affected by chip shortage] British industrial company (Melrose Industries) said on Thursday that a shortage of chips in the global automotive supply chain would slow sales growth in its auto business.
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