[supply tension short-term or difficult to ease agencies expect lithium ore prices to continue to rise] as of May 7, the average price of spodumene concentrate has risen 46.28% this year, the average price of lithium metal has risen 20.6%, lithium hydroxide has increased by 84.1%, and lithium carbonate has risen by more than 71.87%. Guotai Junan estimates that the demand of the lithium industry in 2021 will be 430000-520000 tons, and the maximum supply release will be 540000 tons. In 2021, the supply and demand of the lithium industry will be in tight balance. The agency pointed out that the rise in lithium concentrate prices has accelerated since March and is expected to exceed lithium salt in the second quarter, and the price center of lithium concentrate is expected to rise to $700-$800 / ton.
Xiaopeng Motor set up a new company in Wuhan with a registered capital of 2.5 billion yuan. According to App, recently, Xiaopeng Automobile Central China (Wuhan) Co., Ltd. was established with a registered capital of 2.5 billion yuan and the legal representative is Xia Heng. Its business scope includes road motor vehicle production, new car sales, charging pile sales, second-hand car distribution, intelligent vehicle equipment manufacturing, and so on. Shareholder information shows that the company is wholly owned by Guangzhou Orange Bank Intelligent Automotive Technology Co., Ltd.
[Stellantis plans to stop buying Tesla carbon credits] "with PSA's electric technology, Stellantis will meet the carbon emission standard as early as this year." Tang Weishi, CEO of Stellantis Group, said in an interview with French weekly Le Point a few days ago that Stellantis Group is expected to meet EU emissions standards this year and will stop buying carbon credits from Tesla.
[renewable energy and lithium electric energy storage signed cooperation with Mingyang Intelligence in Ningde era for the first time] according to the cooperation agreement, the two sides will establish a comprehensive strategic partnership in the areas of "scenery storage" integration and "source network charge storage" integration, that is, "two integration". The two sides will design, develop, invest, construct, operate and maintain energy storage system products and "two integration" projects. As well as the development and application of new technologies to carry out all-round cooperation. At the same time, in view of the application of energy storage in the field of new energy power generation, the two sides will jointly study the energy storage system products applied to the power generation side of new energy, jointly study the new mode of new energy plus energy storage, and jointly promote the demonstration and application of the new model.
[Tesla became the top expert in global sales of new energy vehicles in the first quarter: sales in China are bound to decline in April] (Fu Yumei) according to the latest data from market research firm EV Sales, the global auto market sold 1.128 million new energy vehicles in the first quarter of 2021. Tesla Model 3 topped the list with 126716, while Wuling Hongguang Mini EV ranked second with 96674.
[Ford China executive team turbulence: Zhu Jiang offered to leave] Zhu Jiang, chief operating officer of Ford's China electric vehicle division and head of Mustang Mach-E electric vehicles, has offered to resign. Industry insiders speculate that Zhu Jiang may join Xiaomi or Jidu at the next stop, but the news has not been confirmed by me.
