Ganfeng Lithium Industry: plans to produce 100000 tons of LCE brine and clay lithium extraction capacity in 2025 * car companies' sales continue to climb in April to maintain high growth of new energy vehicles.

[new energy vehicle marketing wants to get out of the swamp of new retail] China's new energy vehicle industry has experienced rapid development in the past few years, and the production and sales of new energy vehicles have ranked first in the world for six consecutive years. The Development Plan of New Energy vehicle Industry (2021-2035) defines the vision of 2025 that the sales volume of new energy vehicles in China will reach about 20% of the total new car sales.

[auto companies continue to climb in April sales of new energy vehicles maintain high growth] Automobile companies and brands have recently announced their car sales in April one after another. Judging from the announced enterprises and brands, car sales maintained a rising momentum in April, and new energy vehicles still showed a high growth trend. Sales in the domestic car market continued to grow in April, but the growth rate has slowed compared with the previous three months, and car sales for the whole year are expected to show a high trend before and after a steady trend. Among them, self-branded cars are expected to meet higher-than-expected sales due to the accelerated release of new products, increased market acceptance and other factors. With the continuous emergence of new products and new technologies, as well as the continuous increase of private purchases and policy promotion and other positive factors, new energy vehicles will continue to maintain the momentum of high growth in the future.

[some car chips in stock in South Korea may have only two weeks left] on May 8, state media reported that the "chip shortage" sweeping the world continued to ferment. In South Korea, due to supply outages and production disruptions, some car companies have recently launched simplified models with reduced configurations and lower prices in order to maintain production.

[CICC: chip production capacity shortage and industry high demeanor may continue] China International Capital Corporation pointed out that since the third quarter of 2020, there has been a serious shortage of chips in the global semiconductor industry, such as automobiles, mobile phones, security and other industries. The shortage of chips is expected to drive the global semiconductor industry to maintain a high business cycle, while under the domestic substitution trend, domestic wafer / closed test / equipment manufacturers are expected to usher in rapid development. We believe that because of the stronger cooperation between the head chip designer and the wafer / closed test manufacturer, it is more likely to obtain the chip in the crisis, thus expanding the market share.

[Ganfeng Lithium Industry: plans to produce 100000 tons of LCE brine and clay lithium extraction capacity in 2025] Ganfeng Lithium Industry will expand its capacity according to the future market demand changes and evaluation of lithium products, and plans to form an annual capacity of 100000 tons of LCE ore lithium extraction, 100000 tons of LCE brine and clay lithium extraction capacity in 2025. The future layout will mainly focus on the development of salt lakes in Argentina and lithium clay projects in Mexico.

[in response to the demand of Qualcomm and Tesla, the new production line of Samsung Pingze factory will be opened in June] Samsung expects that in response to the increased demand from customers such as Huida, Qualcomm, Tesla and mining, the new production line of Pingze plant will start operation in mid to late June to meet customer demand for the next generation of products. The new plant will also expand the production capacity of 5nm EUV (EUV), and it is estimated that the related wafer foundry capacity can be increased by 20, 000 wafers.