[Weisab: lithium extraction from salt lake is the focus of the company's nanofiltration membrane product development planning and will actively dock with the supplier of salt lake lithium extraction system.] in an institutional survey, Wei Cyber said that lithium extraction from salt lake is one of the important application areas of the company's nanofiltration membrane products, and it is also the focus of the company's development planning. due to the different composition of different salt lakes, the company needs to carry out customized R & D and production, and the company will continue to increase R & D investment. Actively connect the salt lake lithium extraction system suppliers and salt lake owners, and gradually increase the sales share in this field. At present, the process understood by the company is more mature is the adsorption method and the whole membrane method, of course, based on different salt lake components applicable to different processes. Magnesium and lithium in Zabuye Salt Lake in Tibet is relatively low. According to the process announced by Tibet Mining Industry, membrane separation technology is used in Qinghai Salt Lake where magnesium and lithium are relatively high. Adsorption + nanofiltration membrane is used in both adsorption and membrane methods.
[Ya Hua Group: developing Trigg Hill Tantalum Lithium Project with Eastern Iron] Sept. 6, the two sides of the Trigg Hill Tantalum Lithium Project jointly developed by Ya Hua Group and Eastern Iron will establish a joint venture for the exploration and development of the project, and Ya Hua Group will be granted the preemptive right to purchase lithium ore in the joint venture company. The Trigg Hill project is located east of Pilbara, Western Australia, and the existing port is Port Hedland, an old tantalum and tin mine operating in the 1960s and early 1980s, which contains spodumene and lithium mica resources and will receive an application for an exploration license in December 2021. Samples from Lithium Australia in 2018 confirmed the presence of up to 2.9% Li2O of lithium mica in the pegmatite samples of the project.
[Xingyuan material reply concern letter: according to capacity planning company will have sufficient production capacity to meet the new procurement demand of LG new energy] on September 6th, Xingyuan material reply concern letter, the company's wet coating diaphragm field production capacity increased from 30.5 million square meters at the end of 2018 to 490 million square meters at the end of July 2021. The company makes an in-depth layout in the field of wet diaphragm and coated diaphragm in advance, and signs supply agreements with major equipment suppliers to ensure the supply of equipment needed for capacity construction. If there is no significant adverse situation in the construction of related projects, according to the company's capacity planning, the company will have sufficient production capacity to meet the new procurement needs of LG new energy.
Last week, according to foreign media reports, the shortage of semiconductor chips in the automotive industry further aggravated the crisis of semiconductor chips shortage in the automotive industry. [the lack of core AFS: led to a reduction of 440000 cars worldwide last week and only 2000 vehicles were cut in China. " According to the latest data from AutoForecast Solutions ((hereinafter referred to as AFS), the cumulative reduction in global car production reached 7.327 million as of Sept. 5, an increase of about 440000 over the previous week. AFS pointed out that last week, car production plans in Europe were the hardest hit, losing 218000 vehicles, while China was less affected, losing only 2000 vehicles.
[Hyundai: only electric vehicles in Europe from 2035] Hyundai unveiled a strategic blueprint for electrification at the "2021 German Automobile and Smart Travel Show" (IAA Mobility 2021, which opened in Munich on the 6th, and decided to promote only pure electric vehicles in Europe from 2035, and strive to increase the proportion of electric models sold in the global market to 80% by 2040.
[BMWYY.US increases battery orders for Ningde Times, Yiwei LiNeng, Samsung, etc.] according to foreign media, BMW has increased battery orders to keep up with the growing demand for electric vehicles. Electric vehicles accounted for more than 11% of the company's total shipments in the first half of this year. CEO Oliver Zipse said that he will follow the market demand, has now gained a certain market share, and the company is in the middle of electrification. The company's battery contracts are worth more than 20 billion euros ($23.8 billion), up from 12 billion euros. The batteries will be used in models such as the i4 sedan and iX sport utility vehicle that BMW will produce by 2024. The company plans to switch to a new generation of batteries next year. BMW increased battery orders across 300750.SZ and 300014.SZ, Samsung SDI in South Korea and Northvolt AB in Sweden. The serious shortage of semiconductors makes the electric vehicle industry highly alert to the loopholes in the supply chain. Access to adequate batteries and raw materials such as cobalt and nickel is crucial to the electric transformation of established carmakers. Tesla (TSLA.US), a leader in electric vehicles, has reached metal supply agreements with miners.
