[China Automobile Association: it is estimated that the cumulative vehicle sales from January to June will increase by 24.8% over the same period last year] according to the information released by the China Association of Automobile Manufacturers, according to the ten-day report of key enterprises, car sales are expected to reach 1.926 million in June, down 9.5% from the previous month and 16.3% from the same period last year. From January to June, cumulative sales are expected to reach 12.801 million vehicles, an increase of 24.8 per cent over the same period last year.
According to APP, Xiamen Times New Energy Technology Co., Ltd. was established on July 7, with a registered capital of 500 million and the legal representative is qu Tao. Its business scope includes battery manufacturing, battery sales, electronic special materials manufacturing, electronic special materials sales, and new material technology promotion services.
[CICC: lithium supply and demand in 2021-2025 is expected to gradually move towards shortage, medium-and long-term lithium bull market fundamentals support strong] China International Capital Corporation research newspaper pointed out that lithium supply and demand is expected to gradually move towards shortage in 2021-2025, and the fundamental support of medium-and long-term lithium bull market is strong. On the demand side, the global transformation of new energy drives lithium demand into a new growth cycle. Power and energy storage batteries will contribute to the main increase in demand, with CAGR of 58 per cent and 32 per cent respectively. Global lithium demand is expected to increase from 430000 tons in 2021 to 1.5 million tons of LCE,CAGR37% in 2025. On the supply side, the short-term global supply is lower than expected, the long-term uncertainty in the development of lithium resources is high, and the supply response speed may be difficult to match the growth of demand.
[strong market demand for lithium battery industry will drive into the "highway"] the rising demand for electric vehicles has led to an increase in orders in the lithium battery industry and pushed up the price of lithium battery raw materials. Industry insiders predict that the global demand for lithium batteries is expected to reach 1400GWh by 2025, driven by the rapid growth of demand for energy storage and power batteries. Dongguan Securities pointed out that from 2015 to 2019, the scale of the global lithium-ion battery industry continued to grow, with an average annual compound growth rate of 14.97%. With the prosperity of the new energy vehicle industry, the shipments of power batteries will continue to rise, and the lithium material industry will usher in a period of rapid growth.
[Pu Tai Lai: plans to put 5.2 billion yuan into construction of 4 billion yuan diaphragm coating production project and lithium power automation equipment project] Pu Tai Lai announcement, the company plans to set up a wholly-owned subsidiary to invest in the construction of 4 billion yuan annual diaphragm coating production project and lithium power automation equipment project in Gaoyao District of Zhaoqing City, with a total planned investment of about 5.2 billion yuan.
[GAC GROUP: the joint venture with Ningde battery plant is expected to be put into production in the second half of the year] GAC GROUP said on the interactive platform that in the field of battery technology, the company is mainly outsourcing batteries, completely mastering BMS hardware and software development and PACK independent integrated development, and the self-built PACK production line meets most of the battery package capacity requirements. At the same time, the GAC-Ningde battery joint venture plant is expected to start production in the second half of 2021, mainly responsible for the production and supply of power batteries.
