[7.20 Lithium Express] Ningde era ranked second in May installed capacity * Tianfeng Securities said lithium power equipment was transferred to the seller's market.

[Yan'an Bikang: the subsidiary will supply lithium hexafluorophosphate to BYD's supply chain for a long time] Yan'an Bikang announced that the company's holding subsidiary, Jiujiu Technology, signed a "long-term cooperation agreement" with BYD's supply chain. the two sides agreed on the long-term supply of lithium hexafluorophosphate to BYD's supply chain. Jiujiu Science and Technology has promised to supply not less than 1150 tons from July to December 2021, not less than 3360 tons in 2022, and no less than 3360 tons in 2023.

[Shida Shenghua: subsidiary intends to invest nearly 100 million yen to set up Shida Shenghua (Japan) Co., Ltd.] on July 19, 2021, the board of directors of the company examined and passed the "motion on the establishment of a Japanese wholly-owned grandson company". In order to implement the company's development strategy, it is proposed to use the wholly-owned subsidiary Shida Shenghua (Hong Kong) Co., Ltd. as the main body of investment to set up a wholly-owned grandson company-- Shida Shenghua (Japan) Co., Ltd., It is expected to invest 99.99 million yen, mainly engaged in lithium-ion battery raw materials (including chemicals and dangerous chemicals) sales, chemical trade, technology import and export.

[Longzhou Liyuan Technology: Changzhou Liyuan plans to obtain Jintan Hongyuan and Nanjing Super profit to increase capital by 35 million yuan and 7 million yuan respectively] Longyi Science and Technology announcement, Changzhou Liyuan and Longyi Technology respectively established Changzhou Jintan Hongyuan Venture Capital Partnership (limited partnership) and Nanjing Chaoli Venture Capital Center (limited partnership), which are the employee shareholding platforms of Changzhou Jintan Hongyuan Venture Capital Co., Ltd., and management team employee shareholding platform Nanjing Chaoli Venture Capital Center (Limited Partnership), respectively. The above two partnerships plan to increase the capital of Changzhou Lithium Source with RMB 35 million yuan and RMB 7 million yuan respectively.

[Tianfeng Securities: downstream enterprises large-scale expansion of lithium power equipment to the seller's market] Tianfeng Securities Research report pointed out that more than 2021 downstream lithium power enterprises have carried out large-scale production expansion, lithium power equipment Davis double-click is expected to come soon. Due to the general shortage of production capacity of lithium power equipment, terminal orders gradually spread to second-tier manufacturers. According to statistics, the mainstream manufacturers of lithium power equipment obtained nearly 45 billion orders in 2021, of which the lithium power business orders reached about 34.8 billion, which were 2.98 times and 2.31 times of their 2020s income, respectively. The lithium power equipment transferred to the seller's market, the supply and demand is very tight.

[Zhongtai Securities: electric vehicle production and sales continue to hit new highs and embrace the industry boom] Zhongtai Securities said that electric vehicle production and sales continued to hit record highs and embraced the high prosperity of the industry. China's electric vehicle sales exceeded expectations in June. According to the China Automobile Association, the production and sales of new energy vehicles in June 2021 were 248000 and 256000 respectively, compared with + 14.3% and + 17.7%, respectively, an increase of 1.3% and 1.4% over the same period last year. Continue to refresh the history of production and sales in that month. From January to June in 2021, the production and sales of new energy vehicles reached 1.215 million and 1.206 million respectively, a year-on-year increase of 2.0 times.

[SNE Research:5 monthly power battery installed ranks second in Ningde era] in May, LG Energy Solutions once again topped the global electric vehicle battery market. The total number of batteries installed in electric passenger cars (excluding buses and trucks) registered in May was 19.7GWH, 3.3 times that of the same month last year, according to data released by South Korean market research firm SNE Research on the 19th. Among them, LG energy solution ranks first in the global battery industry with 5.7GWh installed capacity, while Ningde era retreats to second place. LG Energy Solution's battery supply has soared 3.7 times over the same period last year.