[8.3 Lithium Express] AVIC Lithium Battery fights back against the Ningde era. Zijin Mining refutes rumors that the company has not planned any new energy mining projects.

[Zijin Mining: the layout of the company's lithium and other new energy mines is preliminary planning without a specific schedule and specific project arrangements] on August 2, Zijin Mining announced that it was concerned about the media reports about the company's entry into new energy mines. so far, the company has no lithium resources and related business. The company's layout of lithium and other new energy mines is based on the company's strategic preliminary planning, there is no specific time schedule and specific project arrangements. Up to now, the company has not planned any specific projects, and if there are any related matters or progress in the future, the company will announce them in a timely manner.

[Yongtai Technology: supply Lithium hexafluorophosphate and other products to Ningde Times] Yongtai Science and Technology announcement, the company and Ningde Times signed a "material purchase Agreement", which agreed to purchase lithium hexafluorophosphate, difluorosulfonimide lithium (LIFSI) and vinylidene carbonate (VC) products from the company during the validity period of the agreement. The agreement is valid from July 31, 2021 to December 31, 2026. Within 10 days after the signing of the agreement, Ningde Times shall pay the company a total of 600 million yuan in advance for the products. The total minimum purchase quantity of lithium hexafluorophosphate is 24000 tons from July 31 to December 31, 2026; the total minimum purchase quantity of LIFSI from July 31, 2021 to December 31, 2022 is 3550 tons, and the minimum purchase quantity of LIFSI from January 1, 2023 to December 31, 2026 is 80% of the company's actual production capacity; after the company has put into production and reached production capacity of 200t / month, the minimum purchase quantity of VC during the agreement period is not less than 200t / month.

On the afternoon of August 2, AVIC Lithium Power issued a statement. On the same day, the company received two "civil indictments" ((2021) No. 1995 and No. 1996 of the beginning of the Republic of Fujian 01) served by the Fuzhou Intermediate people's Court on the Ningde era lawsuit against the company. AVIC Lithium claimed that the company had submitted the above two patent invalidation requests to the State intellectual property Office on the same day. As the case has entered the proceedings, in order to avoid having an impact on the trial of the case, the specific content will not be disclosed here. The company attaches great importance to this matter and will respond to the lawsuit in accordance with the legal procedure and is not afraid of the challenge. Earlier, on July 21, it was reported that Ningde Times had formally sued AVIC Lithium for patent infringement, saying that AVIC Lithium was suspected of infringing its entire range of products.

[Shanshan Co., Ltd.: plans to build an integrated base project with an annual output of 200000 tons of lithium-ion battery anode materials] Shanshan shares announcement, the company's board of directors agreed that its subsidiary Shanghai Shanshan Lithium Electric material Technology Co., Ltd. set up a project company in Meishan, Sichuan Province and invested in the construction of an integrated base project with an annual output of 200000 tons of lithium-ion battery anode materials, with a total planned fixed asset investment of about 8 billion yuan. The total construction period of the project is expected to be 32 months, divided into two phases, with a production capacity of 100000 tons each.

[Yiwei LiNeng: it plans to cooperate with Enjie to carry out the manufacturing project of lithium-ion battery separation membrane and coated film with a total investment of 5.2 billion yuan] Yiwei Lithium Energy announced that it intends to cooperate with Enjie to set up a joint venture company in Jingmen. The joint venture company will focus on the manufacture of lithium-ion battery separation membrane and coated film, with an annual production capacity of 1.6 billion square meters of wet base film and a coated film that perfectly matches its production capacity. And give priority to supply to the company and its subsidiaries, the total planned investment of the project is 5.2 billion yuan. The registered capital of the joint venture company is 1.6 billion yuan, of which the designated investor of Enjie shares subscribes 880 million yuan and holds 55% equity in the joint venture company; the company subscribes 720 million yuan and holds 45% equity in the joint venture company.

[because the factory mining project is behind schedule Tesla's lithium supply will be delayed next year] Tesla (TSLA.O) expects lithium supply to be delayed next year because a new supplier's mining project in North Carolina is behind schedule. Tesla not only recently began to set up mining companies, but also sought an off-take agreement with the battery raw material supply company to set up new mining projects to supply raw materials for batteries. Last year, Tesla signed a mining agreement with Piedmont Lithium, which is developing a lithium project in North Carolina, agreeing to buy about 1/3 of Piedmont's annual production of 160000 tons of lithium spodumene for at least the next five years. The first deliveries are scheduled between July 2022 and July 2023, but Piedmont confirmed today that it would postpone Tesla's first deliveries, but did not confirm a new schedule. Last week, Tesla said he planned to ensure an annual production of 100kWh of new batteries by the end of next year.