[material supply Framework Agreement signed between subsidiary and Ningde Times] on May 27th, Tianshi announced that Ningde Kaixin, a wholly owned subsidiary of the company, signed a "material supply Framework Agreement" with Ningde Times. It is agreed that during the validity of the agreement (from the effective date of the agreement to June 30, 2022), Ningde Kaixin will supply Ningde era with a corresponding quantity of electrolyte products with an estimated use of lithium hexafluorophosphate of 15000 tons. The signing of the agreement marks Ningde era's recognition of the company's R & D capability, quality system, production and supply capacity, and further verifies the company's competitiveness in the field of lithium-ion battery materials.
[Tesla has begun to deliver large batteries in Japan] Tesla's Japanese legal person will carry out system battery business in the Japanese market.
Tesla is discussing agreements with suppliers in Taiwan, South Korea and the United States to pay the chip fee in advance to ensure the supply of key materials. Tesla is also considering buying a chip factory to overcome global supply shortages. Tesla delivered 184800 Model 3 and Model Y in the first quarter, but instead of producing high-end versions of Model S and Model X. instead of digesting the inventory, he delivered 2020 of the old Model S and Model X. Musk also said on the latest results conference call: "Tesla is facing the most difficult supply chain challenges."
[Fujian supports the incubation and development of the whole industrial chain of new energy vehicles to provide financing of 11.1 billion yuan for Ningde era] the relevant person in charge of the Fujian Banking and Insurance Regulatory Bureau said at a media conference of the Banking and Insurance Regulatory Commission today that the jurisdiction actively supports the "zero carbon" of new energy production and consumption. as of the end of the first quarter, the loan balance of the new energy industry in the jurisdiction was 76.8 billion yuan, an increase of 27% over the same period last year, 16 percentage points higher than the loan growth rate. We will support the incubation and development of the whole industry chain of new energy vehicles, and provide financing of 11.1 billion yuan for a number of upstream and downstream enterprises of new energy vehicles, such as Ningde era New Energy, Xiamen Tungsten New Energy, Metallurgical holding, and so on.
[Huatai Securities: with the wind in the energy storage system, the demand for compulsory storage is expected to increase significantly] Huatai Securities pointed out that the demand for electrochemical energy storage has existed for a long time, but it has not been popularized on a large scale. We proceed from the first principle, combined with the actual operating conditions of energy storage, to explore the economy and promotion rhythm of energy storage projects. At present, the economy of energy storage projects can not support its large-scale promotion. Due to the systematic value of energy storage to Electroweb consumption and Electroweb capacity, new energy mandatory allocation is expected to contribute to the rigid energy storage demand this year. From the perspective of discourse right, battery cost accounts for a high proportion, performance has a greater impact on the rate of return of energy storage, battery discourse right is higher in the compulsory storage stage, as the economy meets the requirements, the economic model is more diverse, and the value of the system is expected to appear gradually. It is recommended to pay attention to batteries, systems and overseas channels, and recommend Ningde era and Yiwei Lithium Energy.
[Citic Securities: optimistic about lithium prices continue to rise and companies with integrated layout] CITIC Securities believes that the pace of production expansion of lithium extraction enterprises in Salt Lake in South America is accelerating, but it is still unable to alleviate the current tight supply situation in the lithium industry. The integrated salt lake lithium extraction project is expected to expand its market share due to the advantages of low cost and low emissions, and the domestic salt lake lithium extraction industry will benefit from policy support and the development of lithium price warming will be accelerated. Optimistic that lithium prices continue to rise and companies with integrated layout recommend Ganfeng lithium industry and Shengxin lithium energy, and suggest paying attention to Tianqi lithium industry and Koda manufacturing.
