Lithium hexafluorophosphate prices soar after the construction of 20GWh lithium battery project * Zhongtai Securities: sodium ion battery does not change lithium medium-and long-term prosperity

[Zhongtai Securities: sodium ion battery does not change lithium medium-and long-term prosperity] Zhongtai Securities pointed out that Ningde Times plans to launch sodium ion battery around July this year, sparking heated discussion in the market and worried about the impact on the development of the lithium industry. After comparative analysis, we think that compared with lithium-ion battery, sodium-ion battery has lower energy density, and the future application scenarios may mainly focus on energy storage, low-speed new energy vehicles and small power fields. Lithium-ion battery is still the mainstream technology route of new energy vehicle battery. Assuming that the energy storage demand reaches 90 GWH in 2025, and the permeability of sodium ion battery reaches 30% Mel 80%, the demand for lithium carbonate will be reduced by about 170-45400 tons, while the total demand for lithium carbonate will reach more than 1 million tons. the application of sodium ion battery does not change the medium-and long-term high business cycle of lithium carbonate.

[carbon neutralization leads the large-scale development of lithium batteries in the energy storage industry as an important tool] the 11th China International Energy Storage Conference was held on the 24th. Huidong, chief expert of the National Electroweb Institute of Electrical Sciences, said at the meeting that electrochemical energy storage is an extremely important form of energy storage technology, and lithium-ion batteries will remain the leading application in the next decade. It is estimated that in 2035, the installed demand for energy storage will be 200-250 million kilowatts, of which the energy storage capacity of lithium-ion batteries is about 110 million-160 million kilowatts. Founder Securities Shen Jianguo pointed out that under the background of carbon neutralization, the support of energy storage policy is strong, the reduction of the cost of superposition system leads to the appearance of economy, and energy storage is expected to increase with certainty. Related companies have Ningde era, Sunshine Power supply and so on.

[Yiwei Lithium Energy: passed the TISAX highest Information Security level Assessment (AL3)] Yiwei Lithium successfully passed the European Association of Automobile Manufacturers' highest Information Security level TISAX Assessment (AL3), indicating that Yiwei Lithium Energy has the ability to meet the information security requirements of European car companies, and has laid a solid foundation for the company's steady development in the high-end automotive field.

[Indonesian Battery Company and LG Group launched a $9.8 billion battery factory project] Indonesian Battery Company and LG Group launched a $9.8 billion battery factory construction project that will supply batteries to modern electric vehicles.

[Tianqi Lithium Industry: the total planned production capacity of lithium chemical products in the medium term exceeds 110000 tons / year] Tianqi Lithium Industry said that at present, the company has a production capacity of about 44800 tons / year of lithium chemical products, and the total planned production capacity of lithium chemical products in the medium term exceeds 110000 tons / year. Terlison Lithium concentrate has a completed capacity of 1.34 million tons / year and a planned capacity of 1.94 million tons / year.

The company signed the "Lithium Battery Project Investment Framework Agreement" with the people's Government of Nanning City and Qingxiu District, and the three parties jointly invested in the establishment of Nanning Project Company, cooperation in the construction of lithium battery project, construction of 20GWh lithium battery project, production of lithium battery and related supporting products.