[9.18 Lithium Express] Wan Gang: new energy vehicles will enter the stage of continuous improvement of market permeability. Ganfeng Lithium Industry plans to build high purity lithium salt project and decommissioned battery comprehensive recycling project.

[Ganfeng Lithium Industry: the company plans to build a high purity lithium salt project and decommissioned battery comprehensive recycling project in Xuanhan County] Ganfeng Lithium Industry announcement, the company and the people's Government of Xuanhan County signed the Agreement on attracting Investment and Investment and the Supplementary Agreement on attracting Investment on the same day, based on the principle of equality and mutual benefit, after friendly consultation between the two sides, The company or its designated subsidiaries will invest in the construction of high-purity lithium salt projects and decommissioned battery comprehensive recycling projects in the area under the jurisdiction of the Xuanhan County people's Government.

The company recently signed an investment cooperation agreement with the Jingmen municipal government on the construction of Jingmen new energy materials circular economy low-carbon industrial demonstration park and the comprehensive treatment of new energy materials and industrial solid waste, and signed an investment cooperation agreement with the Jingmen municipal government on the implementation of the new 10 billion low-carbon industrial project. The company will invest 2.8 billion yuan more in Jingmen to build an 80, 000-ton new generation of ultra-high nickel precursor materials and supporting nickel-cobalt raw material system, 50, 000 tons of lithium iron phosphate cathode materials, 100000 tons of iron phosphate precursor materials, 15000 tons of high-purity lithium carbonate and 20, 000 tons of high-purity manganese sulfate crystal and solid waste integrated disposal center, with an additional output value of more than 15 billion yuan.

[Wan Bangda: signed a contract with Jintai Lithium Industry to build 3000t/a lithium carbonate production line] Wanbangda announced that it signed "contract for Comprehensive Utilization of Salt Lake Resources and Construction, Operation and Technical Service of 3000t/a Lithium Carbonate production Line" with Qinghai Jintai Lithium Industry Co., Ltd., funded by Jintai Lithium Industry, for which the company built the 3000t/a lithium carbonate production line with a total investment of 205.5 million yuan.

[Kodali: plans to invest no more than 1 billion yuan in the precision structure project of new energy power battery] Kodali (002850) announced on the evening of September 17, the company intends to invest and set up a wholly-owned subsidiary in Jingmen City, Hubei Province, and invest no more than 1 billion yuan to build the precision structure project of Hubei Jingmen new energy power battery. The construction period of the project is about 24 months, and the annual output value will be about 2 billion yuan after reaching production. "View details

[IHS Markit shocked analysts with an unprecedented cut in car production forecasts.], IHS Markit has made unprecedented adjustments to its production forecasts, which have been downgraded so far this year, due to a global chip shortage. IHS Markit cut its production forecast for this year by 6.2%, or 5.02 million vehicles, and its forecast for next year by 9.3%, or 8.45 million vehicles. The revision reflects the challenges facing the auto industry in the supply chain disaster. Analysts were shocked by the revision of IHS's expectations on Friday. "the downgrade of the 2022 forecast is a big surprise," wrote Credit Suisse's Dan Levy. "as far as we know, this is the largest reduction in IHS's annual forecast in history."

[Wan Gang reviews the 20-year development history of China's new energy vehicles: new energy vehicles will enter the stage of continuous improvement of market penetration] the market penetration of new energy vehicles is "from 0 to 1%". It is in the market-oriented start-up stage with policy as the main body; "from 1% to 5%", enter the market cultivation stage with industry as the main body; "from 5% to 10%", enter the market-oriented rapid development stage with diversified users as the main body. "since the beginning of this year, in the context of tackling climate change and achieving carbon neutrality has become a global consensus, cross-border coordination has become an inevitable choice for all walks of life and industries to achieve carbon neutralization." Wan Gang, vice chairman of the CPPCC National Committee and president of the China Association for Science and Technology, said at the third World New Energy vehicle Congress on September 16.