[8.31 Lithium Express] CITIC Construction Investment: the structural shortage of lithium products is expected to last until the end of 2021. | the State Administration of Market Supervision and Administration standardizes the testing fees for new energy ve

[Tianyi Lithium Industry's first phase 20, 000-ton battery-grade lithium hydroxide project was completed and put into production in December last year] Tianyi Lithium Industry's holding subsidiary Tianyi Lithium Industry Phase 1 20, 000-ton battery-grade lithium hydroxide project was completed and put into production in December 2020, while the second phase of the 25000-ton battery-grade lithium hydroxide project started construction and is expected to be completed and trial production by the end of this year.

[Citic Securities: Shengxin Lithium Energy is currently significantly undervalued and there is still room for upward valuation] CITIC Securities Research News pointed out that the market has obviously underestimated the advantages of Shengxin Lithium Energy in the distribution of local lithium ore resources. the company has developed into an important participant in the lithium power new energy materials industry, and the first launch layout and sufficient funds in Sichuan lithium ore resources are expected to help the company gain resources in the current upward cycle of the lithium industry. Make the company grow into a real industry leader. Maintain the company's 2021-2023 EPS forecast of 0.84 pounds 1.12 pounds 1.34 yuan, maintaining the "buy" rating.

[Citic Construction Investment: structural shortage of lithium products is expected to last until the end of 2021] CITIC Construction Investment said that since the third quarter of 2020, there has been a structural shortage of lithium products, corresponding to a rise in the prices of lithium carbonate and lithium hydroxide one after another. the structural shortage is expected to last until the end of 2021 (mainly lithium hydroxide). In the long run, the production capacity of lithium resources will not lead to a substantial decline in lithium prices after 2022, because: 1) the demand is booming, and the lithium price is anchored by demand. the possibility of demand elasticity and exceeding expectations is greater; 2) the regionalization trend of lithium material supply leads to the increase of lithium cost, and the lithium price is shielded by cost. Recommended: lithium industry Yahua Group, Tianqi Lithium Industry and Salt Lake shares, (Ganfeng, Rongjie, Shengxin and other industries have also benefited from the rise of the industry beta).

[the State Administration of Market Supervision and Administration standardizes testing fees for new energy vehicles and forbids mixed pricing or bundled sales] the State Administration of Market Supervision and Administration recently issued a notice on standardizing testing fees for new energy vehicles, clearly standardizing testing charges for new energy vehicles, maintaining the market order of motor vehicle testing services, and reducing the burden on the public. The announcement makes it clear that all motor vehicle inspection institutions should strictly abide by the relevant provisions of the Price Law of the people's Republic of China on the implementation of explicit pricing of goods and services, and standardize the behavior of price collection. For services that can be broken down into multiple items and standards, each project and standard shall be clearly marked, and mixed pricing or bundling sales shall be prohibited. Motor vehicle testing does not distinguish between environmental protection testing, safety testing and other specific service items, and takes the form of packaging charges, "one-mouthful price" and other charging forms, which belongs to bundled sales and violates the relevant regulations on clearly marked prices.

[Tesla's import tariff reduction proposal may be supported by India] several departments of the Indian government support Tesla's proposal to reduce import tariffs on electric vehicles, including the Ministry of Road Transport, the Ministry of Industry and Internal Trade Promotion and the Indian National Research Institute (NITI Aayog). The final decision rests with the Ministry of Finance. The only sector that opposes the proposal is the heavy industry sector, according to a report in the Times of India, and there has been unrest among India's major carmakers. Earlier, it was reported that Tesla was in talks with at least three Indian companies to buy key auto parts for his plan to enter the Indian market.

[Enjie shares: the growth of the diaphragm industry will be stronger after the third quarter] Enjie shares held a conference call on August 27, with the participation of many institutional investors such as Hillhouse Capital. Enjie shares said that the diaphragm market is in good shape this year, the whole market has entered a period of explosion, demand continues to grow, and the company's shipments increased by 150% in June compared with January. Due to the accelerated development of the industry, demand will be stronger after the third quarter. In the next 3 years or more, the supply and demand of the global diaphragm industry will be in short supply, and the rise in diaphragm prices is inevitable. The company's goal is to account for 50% of the market share of the global diaphragm industry by 2025, because peer capacity release is very limited in the next 2-3 years, but the company's production capacity is much larger than that of its peers, and the company's share is bound to rise in the face of strong demand. "View details