[9.28 Lithium Express] Jiayuan Technology says the company's electrolytic copper foil business has not been affected by electricity policy for the time being | Goldman Sachs downgrades its global auto production forecast.

Telah Terbit: Sep 28, 2021 08:56
Sumber: SMM
Jiayuan Technology said that the company's electrolytic copper foil business has not been affected by electricity policy for the time being | Goldman Sachs has lowered its global automobile production forecast | Xingyuan material plans to raise no more than 6 billion yuan plus lithium-ion battery separator | Kanglongda: the proposed acquisition company is not currently involved in the production and sale of lithium carbonate products | Ford and SK innovatively plan to invest US $11.4 billion to build four plants to produce electric vehicles and Battery | hand in hand Xin Wanda is involved in battery manufacturing Geely reserves capacity for electric vehicles

[Xingyuan material plans to raise no more than 6 billion yuan plus lithium-ion battery diaphragm] on September 27th, Xingyuan material disclosed a stock issuance plan to specific objects, and proposed to raise no more than 6 billion yuan. For high-performance lithium-ion battery wet diaphragm and coating diaphragm (phase I, phase II) project to supplement liquidity.

[Jiayuan Technology: the company's business has not been affected by the power restriction policy] at present, the main production lines of Jiayuan Technology Company are located in Meizhou, Guangdong Province, and have not been affected by the "double control" power restriction policy. "the company is maintaining close communication with the local government. We will try our best to ensure the normal operation of power supply and production and operation in the future. According to reports, Jiayuan Technology is currently engaged in high-performance electrolytic copper foil business is mainly used in the lithium battery industry, compared with comparable enterprises in the same industry, "has a certain advantage in energy consumption."

[Kanglonda: the proposed acquisition company is not currently involved in the production and sale of lithium carbonate products] on September 27, Kanglonda issued a stock price change announcement that the company intends to acquire no less than 33.33% of the shares in Pentagon by way of capital increase and transfer. According to the current negotiation progress, the proportion of shares to be transferred or increased will not be higher than 51%, and the control of Pentagon will not be acquired. The specific way, the amount of transfer and the proportion of transferred shares have not yet been finally determined, and there is a great uncertainty whether it can proceed smoothly. At present, Penwu Tiancheng is not involved in the production and sales of lithium carbonate products. The electronic communication equipment business operated by Yiheng Internet of Sun Company, which is 51% owned by the company, has some abnormal contract execution.

[Ford and SK Innovation plans to invest $11.4 billion to build four plants to produce electric cars and batteries] Ford announced on Monday that it will invest $11.4 billion with its South Korean battery partner SK Innovation to build an Fmure 150 electric pickup truck assembly plant and three battery plants in the United States to accelerate its foray into electric vehicles. Ford's share of the investment, at $7 billion, is the largest manufacturing investment in the company's 118-year history.

[Goldman Sachs: cut global auto production forecast] Goldman Sachs analyst Mark Delaney cut earnings forecasts for auto suppliers and lidar companies to reflect the lower production outlook. For carmakers, he expects sales to fall, but average prices will rise as prices rise. Goldman now expects global car production to be about 76 million in 2021 and 85 million in 2022, down from previous forecasts of 83 million and 90 million, respectively.

Geely Automobile Group said that the establishment of the joint venture will take advantage of the partners' advantages, resources and expertise in manufacturing new energy vehicle batteries in China, so as to ensure that Geely Automobile Group will have a stable supply of electric vehicle batteries in the future.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[SMM Analysis] Musim Puncak Pasar Kobalt Dimulai dengan Lambat: Pemulihan Permintaan Gagal Meningkat
32 menit yang lalu
[SMM Analysis] Musim Puncak Pasar Kobalt Dimulai dengan Lambat: Pemulihan Permintaan Gagal Meningkat
Baca Selengkapnya
[SMM Analysis] Musim Puncak Pasar Kobalt Dimulai dengan Lambat: Pemulihan Permintaan Gagal Meningkat
[SMM Analysis] Musim Puncak Pasar Kobalt Dimulai dengan Lambat: Pemulihan Permintaan Gagal Meningkat
32 menit yang lalu
Pasar aplikasi daur ulang stabil, litium karbonat naik lalu turun, permintaan LFP mengungguli ternary [Tinjauan mingguan SMM]
43 menit yang lalu
Pasar aplikasi daur ulang stabil, litium karbonat naik lalu turun, permintaan LFP mengungguli ternary [Tinjauan mingguan SMM]
Baca Selengkapnya
Pasar aplikasi daur ulang stabil, litium karbonat naik lalu turun, permintaan LFP mengungguli ternary [Tinjauan mingguan SMM]
Pasar aplikasi daur ulang stabil, litium karbonat naik lalu turun, permintaan LFP mengungguli ternary [Tinjauan mingguan SMM]
Pasar aplikasi daur ulang sebagian besar stabil minggu ini, tanpa fluktuasi harga yang signifikan. Dari sisi biaya, litium karbonat naik di awal minggu dan terkoreksi di pertengahan minggu, kobalt sulfat bertahan stabil, dan nikel sulfat sedikit terkoreksi. Meskipun harga bahan baku berfluktuasi, transmisi ke segmen daur ulang membutuhkan waktu, sehingga dampak terhadap biaya daur ulang terbatas. Dari sisi pasokan, dampak kebijakan secara bertahap terserap, pengiriman pedagang mulai kembali normal, pasokan pasar telah dilepas, dan kuotasi secara keseluruhan tetap stabil. Kinerja sisi permintaan beragam, dengan permintaan ternary relatif biasa saja dan transaksi terbatas, sementara permintaan LFP moderat, dengan transaksi lebih baik daripada ternary. Secara keseluruhan, pasar saat ini kekurangan pendorong yang jelas untuk perubahan harga, dengan pasokan dan permintaan secara luas seimbang. Harga daur ulang diperkirakan akan tetap stabil dalam jangka pendek, sementara perhatian harus diberikan pada tren harga litium karbonat dan perubahan permintaan hilir.
43 menit yang lalu
[SMM Tinjauan Mingguan] Pasar Daur Ulang Hidrometalurgi Minggu Ini: Pasar Kobalt Murni dan Black Mass Terner Lesu, Harga LFP Sebagian Besar Berfluktuasi, 31 Agustus–3 September 2026
1 jam yang lalu
[SMM Tinjauan Mingguan] Pasar Daur Ulang Hidrometalurgi Minggu Ini: Pasar Kobalt Murni dan Black Mass Terner Lesu, Harga LFP Sebagian Besar Berfluktuasi, 31 Agustus–3 September 2026
Baca Selengkapnya
[SMM Tinjauan Mingguan] Pasar Daur Ulang Hidrometalurgi Minggu Ini: Pasar Kobalt Murni dan Black Mass Terner Lesu, Harga LFP Sebagian Besar Berfluktuasi, 31 Agustus–3 September 2026
[SMM Tinjauan Mingguan] Pasar Daur Ulang Hidrometalurgi Minggu Ini: Pasar Kobalt Murni dan Black Mass Terner Lesu, Harga LFP Sebagian Besar Berfluktuasi, 31 Agustus–3 September 2026
Dari sisi bahan baku, harga litium karbonat melonjak lalu turun kembali minggu ini, harga nikel sulfat terus menurun tipis, dan harga kobalt sulfat menghentikan penurunannya serta stabil di level rendah.
1 jam yang lalu