"the annual meeting of the SMM metal industry in 2021 is officially launched | under the dual-carbon goal, the interpretation of metal fundamentals and price research policies in 2022 is a brainstorming attack!
SMM Morning Review
SMM tin morning news: last night, the trend maintained concussion, the center of gravity of the range slightly moved down, the price basically maintained at 270000 yuan / ton fluctuations. Fundamentals, in addition to the impact of power production restrictions on the demand side is still continuing, there is no other major news affecting the balance of supply and demand in the market for the time being. On the market trend, the price fluctuation slows down and the transaction activity decreases, and the funds leave the market steadily before the holiday to avoid the risk of price fluctuation during the long holiday. To sum up, in the case of no major news in the fundamentals, the active departure of funds before the festival indicates that the probability of large fluctuations in the market is low. It is expected that today.
Trend slow narrow range shock funds risk aversion before the festival [SMM tin morning news]
"Click to view the price of SMM tin products
Overnight market
With the countdown to the US government shutdown, US Senate Majority Leader Chuck Schumer said on September 29 local time that the Democratic Party would propose a resolution to fund the government by early December. The Senate will act and vote on this as early as that day to avoid a government shutdown. But the dollar was unaffected, with investors avoiding the dollar and pushing it higher because of concerns about slowing global economic growth, rising energy prices and a sharp rise in US Treasury yields.
Markets are increasingly expecting the Fed to scale back its asset purchases from November and possibly raise interest rates by the end of 2022. Affected by this, the US dollar hit an one-year high on Wednesday. Under the pressure of the high level of the US dollar, the metal market declined one after another. In addition, China is about to usher in a long National Day holiday. Many investors choose to hold money for the holiday and leave the market one after another at a profit.
Basic metals generally closed down yesterday, with Shanghai Nickel and Shanghai Tin leading the decline, with Shanghai Nickel down 1.44% and Shanghai Tin down 1.12%. Lunni also led the decline in the outer disk, down 1.22%.
"[overnight] the dollar hit an one-year high and fell in the metals market.
U. S. stocks closed mixed on Wednesday, with the Nasdaq recording its fourth straight session of decline. Federal Reserve Chairman Colin Powell called inflation "frustrating" and thought it would continue into next year. Markets continue to pay attention to the U. S. government's debt default and shutdown crisis. The Dow rose 90.73 points, or 0.26%, to 34390.72; the Nasdaq fell 34.24 points, or 0.24%, to 14512.44; and the S & P 500 rose 6.83 points, or 0.16%, to 4359.46.
As for crude oil, oil prices fell on Wednesday after an unexpected increase in U.S. crude inventories, but the Organization of Petroleum Exporting countries ((OPEC)) still plans to maintain its policy of slowly increasing supply to the market.
In precious metals, COMEX gold futures closed lower on Wednesday on the rise of the dollar and expectations that the FED/ Federal Reserve may soon begin to scale back its economic support measures.
Today's macro focus is on important data such as China's official manufacturing PMI in September, Germany's quarterly unemployment rate in September, the euro zone's unemployment rate in August, the initial CPI annual rate in Germany in September, the number of Americans claiming unemployment benefits in the week ending September 25, the actual annualized quarterly rate of GDP in the second quarter of the United States, the annualized quarterly rate of the core PCE price index in the United States in the second quarter, and Chicago PMI in the United States in September.
"[macro outlook] Today focuses on China's official manufacturing PMI in September and Chicago PMI in September in the United States.
LME library
Today's focus
[CSPT established spot copper concentrate procurement guidance processing fee for the fourth quarter of 2021 is US $70 / t and 7.0 cents / lb] according to SMM, the CSPT team held an office meeting of the general manager in Shanghai this morning and decided that the spot copper concentrate procurement guidance processing fee for the fourth quarter is US $70 / ton and 7.0US cents / lb. "View details
[copper downstream PMI continues to decline in September is expected to be weaker in October] the final value of the PMI composite index of the copper downstream industry is 50.91, down 0.28% from the previous month; September should enter the traditional peak production season, but later this month due to the Evergrande incident and the nationwide off-peak power consumption, it has a significant impact on the production of enterprises, resulting in a decline in comprehensive PMI. In terms of breakdown, the production index fell 0.34 percentage points to 51.21, and the new orders index fell 0.30 percentage points to 50.56. "View details
"Click to view the price of SMM copper products.
[SMM Alumina Weekly Review Southwest transaction Price soared North-South price gap] as of Wednesday, the SMM regional weighted index was 3820 yuan / ton, up 213 yuan / ton, or 6%, from last Friday; Shandong region reported 3750-3850 yuan / ton, Shanxi region reported 3750-3850 yuan / ton, Henan region reported 3800-3900 yuan / ton, Guangxi region reported 3700 yuan / ton, Guizhou region reported 3800-3900 yuan / ton. Transaction prices in southwest China surged this week. The price difference between Guangxi and the north is only 100-150 yuan per ton, while the price difference between Guizhou and the north has changed from negative to positive, with the average price 50 yuan higher than that of Shanxi and Shandong, which is the same as that of Henan. "View details
[SMM analysis: interpretation of the policy of double control of energy consumption] at present, there are many places in the country to limit electricity production. On the one hand, some provinces and cities have to adopt policies such as switching on and off-peak power supply due to insufficient power supply; on the other hand, some provinces failed to meet the standards of double energy consumption control in the first half of the year, and recently, in order to achieve the target for the third quarter, production was concentrated in September, which had a short-term impact on the production of the iron and steel industry The policy of double control of energy consumption in some areas will last until the end of the year. Why is there an early warning of "double control of energy consumption" in many provinces and cities this year? let's explore the underlying reasons. "View details
"Click to view the price of SMM aluminum products
[SMM analysis: tin ore imports decreased by 18.27% month-on-month in August] Customs data show that imports of tin ore and concentrate in August 2021 were 15557 tons, down 18.27% from the previous month, an increase of 92.61% from January to August, a cumulative increase of 20.86% over the same period last year. "View details
[SMM Analysis: Hunan Guangdong Power restriction Policy tightens Lithium Power material Factory has seriously reduced production] since the beginning of the year, lithium power related raw materials have soared, of which lithium carbonate has soared from 63000 yuan / ton at the beginning of the year to the current 19-195000 yuan / ton, an increase of 210%, while ternary materials, lithium iron phosphate, have also increased by 52% and 90% respectively. As a result, the manufacturing costs of some enterprises, especially small and medium-sized enterprises, have risen seriously. The downward transmission of prices is blocked, the profit margin is greatly compressed, and the living condition is worrying. A positive material enterprise said, "objectively, the current round of power cuts has greatly affected the overall daily production and marketing of some enterprises, resulting in a serious decline in output and delayed delivery of orders, but from the perspective of the industrial chain, this also weakens the demand for downstream raw materials, and to a certain extent, it can also make the industry return to rationality." "View details
[SMM Cobalt Lithium spot Weekly report: national Day is coming to dilute Lithium Salt inventory continues] Future Forecast: cobalt, this energy double control has less impact on upstream smelting enterprises with low energy consumption, and more impact on downstream precursors, cathode materials and magnetic materials and other high energy-consuming enterprises, so the overall procurement plan has been delayed. Overseas electrolytic cobalt prices are rising, driving up raw material prices; with the National Day holiday approaching, domestic transactions are gradually stagnant, and cobalt prices will slow down. In terms of lithium, the expansion of the iron-lithium market was obviously delayed in the second half of the year, and the increase in demand was less than expected, but the gas and electricity restrictions brought about by the fourth quarter may affect upstream production, and the supply and demand structure is expected to remain tense. "View details
"Click to view the price of SMM new energy products
[SMM Hangzhou thread weekly inventory] in this cycle, the screw first suppressed and then increased, and the spot price continued to rise. Recently, with strict air control and power restriction in many places in China, Jiangsu and Zhejiang regions are still strict, and the amount of storage is significantly reduced; in terms of demand, traders feedback, market resources continue to decrease, there has been a lack of specifications, speculative sentiment is relatively high; the demand for replenishment at the terminal site before and after the festival is relatively large, and the social bank is constantly accelerated to be removed. There was a good performance out of the warehouse this week, with inventories falling sharply, down 16.75% month-on-month from last week. As of September 29th, the social inventory of building materials in Hangzhou was 651000 tons, down 131000 tons from last week, or 16.75% from the previous week. It decreased by 189000 tons over the same period last year, or-22.50% compared with the same period last year. "View details
[SMM blast furnace operating rate: blast furnace operating rate continues to decline steel price high operation] according to SMM research, the blast furnace operating rate calculated by SMM on September 29th was 73.84%, which decreased by 2.76% on a week-on-week basis and 7.16% on a month-on-month basis. Blast furnace operating rate continued to decline sharply this week, because Yunnan, Fujian and other provinces began to cut production this week, the reduction policy shows no sign of loosening, blast furnace operating rate will remain low and fluctuate within a narrow range next week. "View details
"Click to view the price of SMM nickel products
[SMM coke market depth analysis: it is impossible for coke enterprises to reduce coke prices before the festival] SMM analysis: at present, the reduction of crude steel production in steel mills is no longer a problem, and it can be achieved by producing according to the current production situation, but at present, the overall supply and demand of coke is still in a tight balance, and the profits of steel mills are still good. Under the condition that coking coal prices continue to be strong, there is no room for coke prices to be reduced. It is even possible to rise if the country's demand to stabilize commodity prices is not taken into account. "View details
SMM analysis: what do you think of petroleum coke after National Day? Since September, various domestic commodities have risen in turn, and petroleum coke has not lagged behind, rising by as much as 30%. The prices of various specifications of petroleum coke repeatedly hit record highs in September. The price of low-sulfur petroleum coke broke through the 4000 yuan mark in September, while the price of medium-sulfur petroleum coke was generally around 3000 million yuan in September. The high-sulfur petroleum coke also reached about 2500 won 3,300 yuan in September. "View details
"Click to view the price of SMM steel products
[electrolytic manganese weekly review (9.27-9.30): power restriction obvious pre-festival market sentiment preference] in the market, the raw material manganese factories and a number of terminal steel enterprises in the week before the National Day have entered into production suspension and production restriction under the influence of power cuts, and the transaction is not active in the case of reduced supply and demand in the short-term market, but the terminal is more willing to sign futures in the future. According to the SMM survey, the daily output of manganese plants in Hunan, Guizhou and Guangxi has been reduced to 30-50% due to power cuts, but the specific resumption of production has not been determined. "View details
[SMM Bismuth spot Weekly Review] Antimony market prices continue to rise strongly this week, antimony market performance is still tight raw materials, tight environmental protection. Before the Eleven manufacturers, the market gossip is still flying. Bullish sentiment in the market continues to rise under the influence of the news, coupled with rising outer disk prices, so antimony prices as a whole remain strong. Up to now, the average price of SMM antimony ingots: 75500 yuan / ton for low bismuth antimony ingots, 77000 yuan / ton for antimony ingots, 78000 yuan / ton for antimony ingots, and 74500 yuan / ton for antimony ingots with high bismuth, up 3000 yuan / ton compared with last week. As for the market price of antimony oxide on Wednesday, the average price of SMM antimony trioxide so far is 99.5% at 68500 yuan / ton and 99.8% at 70500 yuan / ton, up 1000 yuan / ton compared with last week. "View details
[SMM indium spot weekly review] this week, indium market prices remained stable after a rapid rise in the previous period, the current indium ingot market supply and demand fundamentals still do not appear obvious trend changes, 11 manufacturers before the market bullish mood is rational, but still did not turn into bearish, speculative funds still continue to pour into the market to buy goods, there are also many profitable parties began to ship, the market is active this week, trading is active. By the end of this week, the price of SMM refined indium is 1650-1750 yuan / kg, the average price remains the same as last week. "View details
[SMM Bismuth spot Weekly Review] Antimony market prices continue to rise strongly this week, antimony market performance is still tight raw materials, tight environmental protection. Before the Eleven manufacturers, the market gossip is still flying. Bullish sentiment in the market continues to rise under the influence of the news, coupled with rising outer disk prices, so antimony prices as a whole remain strong. Up to now, the average price of SMM antimony ingots: 75500 yuan / ton for low bismuth antimony ingots, 77000 yuan / ton for antimony ingots, 78000 yuan / ton for antimony ingots, and 74500 yuan / ton for antimony ingots with high bismuth, up 3000 yuan / ton compared with last week. As for the market price of antimony oxide on Wednesday, the average price of SMM antimony trioxide so far is 99.5% at 68500 yuan / ton and 99.8% at 70500 yuan / ton, up 1000 yuan / ton compared with last week. "View details
[SMM research: Ningxia Development and Reform Commission issued the "Autonomous Regional Development and Reform Commission on further doing a good job in key enterprises to avoid peak power production work"]. In order to alleviate the power gap in part of the period, on the basis of the implementation of the notice of the Autonomous Regional Development and Reform Commission on doing a good job in the production of avoiding peak power by enterprises (Ningfa Reform Operation (2021) No. 475), the number of peak avoidance production users has been increased from 51 to 126. "View details
"Click to view the spot quotation of SMM small Metals.
Important news of metals and industry
[Nanshan Bintan alumina project reached production] on September 26th, Indonesia Bintan Nanshan Industrial Park reported that the output of alumina was 86500 tons in September 2021, reaching the standard after the commissioning of Indonesia's Bintan alumina project of 1 million tons, and the energy consumption and product quality reached the international advanced level.
[Henan power restriction policy has not reached electrolytic aluminum enterprises: normal production capacity transfer in the province has encountered new problems] as of September 28, Henan Province has not yet opened the mode of "pulling the gate and limiting power". Listed electrolytic aluminum enterprises such as Jiaozuo Wanfang, Shenhuo and * ST Zhongfu all said that they had not yet received the notice of power restriction. A listed electrolytic aluminum company in Henan said that at present, no power restriction policy has been received, and the region in the province is operating normally. In recent years, part of the electrolytic aluminum production capacity in the province has been transferred to areas with preferential electricity charges, such as Yunnan and Sichuan, but since May, the power restriction in Yunnan has become increasingly fierce, and some electrolytic aluminum enterprises have new problems.
[tin shares: 34.88 tons of indium produced in the first half of the year is expected to increase significantly in the future demand for indium] Tin shares said that indium is mainly associated with zinc, with limited global resource reserves and scarce supply. Recently, due to the improvement of heterojunction battery technology, the application of indium tin oxide ITO target in the field of heterojunction battery is expected to be strengthened, and the demand for indium is expected to increase greatly in the future. under this expectation, indium metal and its related companies are concerned by market funds, and the market price of indium increases greatly in stages. At present, as the largest primary indium production base in China, the company has an indium smelting capacity of 60 tons per year, with an indium ingot production capacity of 72.55 tons in 2020 and an indium ingot inventory of 113.10 tons by the end of 2020. The company produced 34.88 tons of indium in the first half of 2021 (unaudited).
Tin shares response: what is the impact of power restriction and "double control" policy on the company's production and operation] Tin shares: since the beginning of this year, the company has been in accordance with the requirements of the off-peak power consumption policy of the relevant government departments during the power restriction period. make use of the layout advantage of the complete industrial chain to organize and adjust production among the company's production units, use electricity in an orderly manner, strive to ensure the realization of the company's production and operation objectives, and effectively reduce the impact of power cuts on the company. In addition, after internal verification, the company has not yet received the official documents related to the "dual control" policy, and by comparing the relevant contents of the online documents, the implementation of this policy is expected to have a limited impact on the company's production and operation.
[tin shares A: how to treat the recent breakthrough of tin metal prices at record highs] since the beginning of this year, major overseas tin-producing countries have been affected by the epidemic, production has not yet returned to normal levels, foreign inventories remain low, and rising prices have led to the periodic opening of cross-market arbitrage windows, stimulating domestic refined tin exports. Due to the continuous improvement and improvement of demand at home and abroad, spot inventory has declined and spot prices have continued to rise. At the same time, the rapid rise in prices has a certain impact on the purchasing willingness and anti-risk ability of downstream smelters. In addition, the increasingly stringent power restriction policy has affected the daily production of domestic smelting enterprises in varying degrees, further aggravating the contradiction of tin supply. In terms of short-term demand, although the growth of tin demand in traditional applications is restrained to a certain extent by high prices, and some of the demand is delayed by "core shortage" and poor shipping, the demand for tin in 5G and photovoltaic new applications is still relatively strong, and the contradiction between supply and demand of tin is expected to continue.
[tin shares A: how to view long-term tin supply] Tin shares: in recent years, the supply of global tin resources has slowed down, the grade of major mining resources in the world has declined to varying degrees, and mining has become more difficult in some areas. coupled with the upward price of manpower and related materials, the comprehensive cost of mining has increased, and in recent years, countries have invested less in tin exploration, mining, infrastructure construction, etc. The amount of new minerals is limited in the short term, and the gap between supply and demand is expected to continue. In addition, with the further decline of tin consumption of a single electronic product, the increment of secondary resource recovery is restrained to a certain extent under the condition that the relevant process technology has not effectively broken through innovation.
[Ningde era rearranges global lithium resources in the TWh era the upper reaches of the resources have become a must-fight] the bidding war around Canadian lithium company Millennial has finally come to an end, the target of the Ningde era. In response to the news that Canadian lithium company Millennial Lithium Corp said on Tuesday local time that Ningde Times had agreed to buy the company for C $377 million (1.92 billion yuan), Ningde Times confirmed to the Financial Associated Press that it had signed a 100% equity agreement with the former.
[Changhong Grun Lithium Recycling Strategy landed and the next city, Guizhou Changhong Pengcheng New material officially listed] on September 29, 2021, the unveiling ceremony and staff meeting of Changhong Pengcheng new materials were held ceremoniously. Changhong Gerun lithium electricity recycling strategy landed in the next city, Guizhou Changhong Pengcheng New material Co., Ltd. officially listed! Gerun lithium power industry from echelon utilization, battery crushing, wet chemical smelting, so that waste lithium batteries through the green cycle to become battery raw materials again!
[Ningde era shares in African Manono project is one of the largest lithium mines in the world] Ningde era continues to distribute global lithium resources, and its participating companies will invest US $240 million (about 1.552 billion yuan) in a lithium mining project in Africa. Australian mineral exploration company AVZ Minerals announced on Sept. 27 local time that it has reached an agreement with Chinese company Suzhou Tianhua Times New Energy Industry Investment Company (hereinafter referred to as Tianhua Times) to acquire a 24% stake in the project company after receiving a $240 million (RMB 1.5 billion) injection from Tianhua era, which will be used to develop the lithium project in the Democratic Republic of the Congo (DRC). Manono, Tianhua Times will acquire a 24% stake in the project company. According to AVZ, an Australian company, funding from Ningde era will exceed $400m (about 2.58 billion yuan) after the development costs are verified. In addition, the two companies may continue to work together to assess the feasibility of developing lithium hydroxide facilities.
[Jerry shares: plans to invest in lithium-ion battery anode material integration project] Jerry Co., Ltd. announced that the company intends to invest in lithium-ion battery anode material integration project in Tianshui City, Gansu Province. The purpose of this project is to promote the diversified development of the company's business, open up the development space in the field of anode materials for lithium-ion batteries, and form a dual main business strategy of "oil and gas industry" and "new energy industry". The company expects to invest about 2.5 billion yuan by 2025. The actual investment amount shall be subject to the specific investment amount of the project, but not less than 2 billion yuan (of which the investment in fixed assets is not less than 80%).
[Shanxi signed coal supply contract with 14 provinces, autonomous regions and cities] the signing of medium-and long-term coal contracts in Shanxi Province in the fourth quarter of 14 provinces, autonomous regions and cities will be held in Taiyuan, Shanxi Province. According to the relevant requirements, the central coal enterprises stationed in Shanxi will guarantee supply to five provinces and cities, including Tianjin, Fujian, Hebei, Guangdong, and Liaoning. Jinneng holding Group Co., Ltd. is connected to six provinces, autonomous regions and cities, including Guangxi, Jiangsu, Jilin, Anhui, Shanghai and Zhejiang. Shanxi Coking Coal Group undertakes the task of ensuring supply in Henan Province, Huayang New Materials Group undertakes the task of ensuring supply in Hainan Province, and Lu'an Chemical Group undertakes the task of ensuring supply in Shandong Province. The rest of the task of ensuring supply shall be undertaken by coal enterprises in various cities of Shanxi Province. Yao Shaofeng, director of the Shanxi Provincial Energy Bureau, said that the supply and demand sides should negotiate contracts in strict accordance with the division of tasks, and that if enterprises undertaking the task of ensuring supply do not discount the amount of contract for the task, the contract signing rate should reach 100%. Both the supply and demand sides should decompose the medium-and long-term contracts into months, make reasonable arrangements for shipping, loading and unloading plans, and ensure the performance rate.
According to statistics from the Ministry of Statistics and Information of the China Coal Industry Association, from January to August, the association directly reported that the raw coal output of large coal enterprises reached 1.85 billion tons, an increase of 62.026 million tons over the same period last year, an increase of 3.5%. The operating income (including non-coal) was 2.38495 trillion yuan, an increase of 19.7% over the same period last year; The total profit (including non-coal) was 145.48 billion yuan, an increase of 89.7% over the same period last year. Of the top 10 enterprises, 8 increased their output, with a total increase of 104.13 million tons; 2 decreased their output, reducing a total of 24.46 million tons; and 5 increased their production by more than 10%.
[Hunan Province: introduction of Coal-fired Power Trading Price floating Mechanism in Electric Power Market to be implemented from October 2021] Hunan Development and Reform Commission issued the notice on perfecting the Price Mechanism of Coal-fired Power Generation transaction in Hunan Province on September 27th (Xiangfa Reform Operation (2021) No. 747). According to the notice and the annex "trial scheme of coal-fired thermal power trading price floating mechanism in Hunan power market", starting from October 2021, the province will, on the basis of determining the transaction benchmark price in the electricity market, introduce the coal purchase price of coal-fired power enterprises as a parameter.
[development and Reform Commission: notice on doing a good job in ensuring the full coverage of railway transport capacity in medium-and long-term contracts for direct coal protection in power generation and heating enterprises] on September 29, the National Development and Reform Commission issued a notice saying that in order to seriously ensure the energy consumption of residents in the heating season, speed up the promotion of power generation and heating enterprises to ensure full coverage of medium-and long-term coal contracts, strengthen the connection between production and transportation needs, and provide transport capacity guarantee for the signing and implementation of medium-and long-term contracts. Notice is hereby given on the relevant work.
[two departments: linkage to improve the performance rate of medium-and long-term contracts for thermal coal] the NDRC and the China National Railway Group issued a circular on ensuring full coverage of railway transport capacity under the direct coal contract for power generation and heating enterprises, which proposed that linkage should be made to improve the performance rate of medium-and long-term contracts for thermal coal. The economic operation departments of all regions should improve the supervision mechanism for the performance of medium-and long-term contracts of power coal, and coordinate and solve the existing difficulties and problems in a timely manner. For the supply and demand enterprises with high medium-and long-term contract exchange rate and balanced delivery of power coal, the railway administration group companies will give priority to the allocation of railway transport volume in 2022; for those with low exchange rate of medium-and long-term contract railway transport volume due to the reasons of the supply and demand enterprises themselves, reduce the allocation of railway transport volume in 2022 according to the degree of breach of contract. All relevant coal, electric power and other enterprises should strengthen the spirit of contract, not only to fulfill the total amount of the contract, but also to cash in the monthly transport volume to ensure balanced transportation. We will further increase the tilt to the transportation of coal for power generation and heating. We will improve the emergency supply mechanism for coal transportation for power generation and heating.
Yunnan Provincial Department of Industry and Information Technology: after the investigation of various prefectures (cities), the list of restricted and eliminated devices in the four industries of iron and steel, cement, ferroalloy and zinc smelting in Yunnan Province is now publicized, which belongs to the list of restricted and eliminated devices in the guidance Catalog of Industrial structure Adjustment (2019). The publicity period is from September 27 to October 8, 2021.
Macro focus
[Zhu Hong, senior statistician of the Industry Department of the National Bureau of Statistics, interprets the profit data of industrial enterprises] on the whole, despite the impact of the sporadic epidemic and flood situation and the relatively high base figure in the same period, the profits of industrial enterprises above scale maintained steady growth in August, and the operating conditions of enterprises continued to improve. What needs to be paid attention to is that there are still sporadic epidemics in some areas, the overall high operation of commodity prices, high international logistics costs, chip shortages and other problems are still pushing up enterprise costs, and the sustained and stable recovery of corporate profits is facing more challenges. In the next stage, it is necessary to deepen supply-side structural reform, implement a series of policies and measures such as ensuring and stabilizing the supply and supply of fine commodities, reducing taxes and fees, and the real economy of financial services, vigorously promote scientific and technological innovation, speed up the construction of a new development pattern, and smooth the economic and social circulation. keep the industrial economy running smoothly.
The National Health Commission: 19 new asymptomatic infections were reported in 31 provinces (autonomous regions, municipalities directly under the Central Government) and Xinjiang production and Construction Corps, including 17 imported cases and 2 local cases (all in Heilongjiang, including 1 case in Harbin and 1 case in Suihua City). There were no confirmed cases on the same day; 14 cases were released from medical observation on the same day (all imported from abroad); 342 cases of asymptomatic infection were still under medical observation (330 cases imported from abroad).
[national Health Commission: strengthening immunization is of great significance to curbing the spread of the epidemic is stepping up efforts to study and formulate relevant policies] Cui Gang, a second-level inspector of the Disease Control Bureau of the State Health Commission, said at a news conference of the Joint Prevention and Control Mechanism of the State Council that in order to strengthen immunization, the National Health Commission organized experts to carry out a demonstration, according to the data of strengthening the safety and immunogenicity of immunization six months after two doses of inactivated vaccine. Experts suggest that first of all, strengthen immunization for workers at airports, ports, border checks and hospitals who have been vaccinated against inactivated vaccines, as well as other key groups such as people over the age of 60. Other technical routes of enhanced immunization strategies are also being studied by experts. According to the opinions of experts on strengthening immunization and the needs of epidemic prevention and control, we are stepping up the research and formulation of novel coronavirus's vaccine to strengthen immunization-related policies.
National Electroweb: it is most possible to avoid power cuts and firmly adhere to the bottom line of people's livelihood, development and security. The country Electroweb held an emergency meeting, requiring that the safety lifeline of Electroweb be firmly guarded. Actively cooperate with the government to improve and promote the implementation of the orderly power consumption plan, guide users to reasonably off-peak and avoid peak, and strictly control power consumption in industries with high energy consumption and high pollution.
Has the United States contacted China on reducing its purchase of Iranian crude oil? Foreign Ministry spokeswoman Hua Chunying held a regular press conference. According to a reporter's question, it is reported that some US officials have said that the United States has made diplomatic contacts with China on reducing its purchase of Iranian crude oil. How did the spokesman respond to this? Hua Chunying said that China's position on normal economic and trade cooperation between China and Iran is very clear and consistent. China and Iran always follow the principles of equality and mutual benefit, win-win cooperation and commercialization, and cooperate within the framework of international law. We firmly oppose any unilateral sanctions and urge the United States to lift its long-arm jurisdiction over third-party entities and individuals as soon as possible.
[foreign Ministry: the US side should stop using unscrupulous means to crack down on Chinese enterprises] on September 29, Foreign Ministry spokeswoman Hua Chunying held a regular press conference. According to a reporter's question, according to reports, the Federal Communications Commission said on the 27th that it will launch a program worth 1.9 billion US dollars, mainly to compensate US rural telecom operators for removing network equipment from Huawei and other Chinese companies. How does China comment on this? 'We all know that the current epidemic and economic situation in the United States are very serious, 'said Hua Chunying.' under such a situation, $1.9 billion could have been spent on other places that are more urgently needed, 'Ms. Hua said. The United States has constantly slandered Huawei and other Chinese companies, but has never come up with any solid evidence. The so-called "national security" is just a clumsy excuse for the United States to carry out national bullying and trade protectionism on China's high-tech enterprises. Hua Chunying said: we do not care how the US side struggles at home, but we believe that the US side should correct its mistakes, stop abusing state power, fabricate trumped-up charges, and crack down on Chinese enterprises by unscrupulous means. The Chinese government will continue to firmly safeguard the legitimate rights and interests of Chinese enterprises.
Terminal information
[Suzhou State Electroweb response: no external implementation of power cuts, power cuts] on September 29th, Suzhou State Electroweb responded to power cuts and outages of several electronics factories in Suzhou and Kunshan: at present, the load of Suzhou Power supply Company is relatively stable, and there is no external implementation of power cuts or power cuts. However, the Suzhou municipal government's implementation of the "double control" policy in Jiangsu Province may reduce the load and stop production of some enterprises with high energy consumption and high emissions. It is reported that recently, a number of electronics factories in Suzhou and Kunshan announced that they would stop production until September 30 due to power cuts, and some of them were upstream suppliers of Apple and Tesla.
[northeast Energy Regulatory Administration: strengthen on-site safety supervision and focus on preventing the risk of large-scale power outages] recently, the Northeast Energy Regulatory Administration issued documents such as the "notice on doing a good job in Electric Power Safety production during the Mid-Autumn Festival National Day and" meeting the Peak and spending the Winter "and other documents to deploy the safe production of Northeast Electric Power during important holidays and during the winter. The Northeast Energy Administration will step up on-site safety supervision, urge all power enterprises to focus on preventing the risk of large-scale power outages caused by the contradiction between power supply and demand, do a good job in all kinds of power safety production work during the peak and winter, and resolutely put an end to the occurrence of power safety production accidents, so as to ensure a stable situation of power safety production in the northeast region.
[Ganneng Co., Ltd.: by the end of June 2021, the installed capacity of photovoltaic power generation has been completed and put into operation in the field of 73.4MW unlaid lithium batteries] Ganeng shares said on the investor interactive platform on September 29th that the company adheres to the development strategy of "taking electricity as the center and opening up the upstream and downstream industrial chain", develops multi-wheel drive on the basis of electric power production and sales, develops multi-wheel drive with integrated energy services, and takes the "big energy" strategy as the development direction. Strengthen strategic guidance, investment expansion, vigorously develop new energy power generation projects, and continue to increase the proportion of renewable power installed in the company. By the end of June 2021, the company has completed and put into operation the installed capacity of photovoltaic power generation is 73.4MW. The company has not laid out the field of lithium batteries.
[Hengyuan 12GW module, Haiyouwei 20GW film and other photovoltaic projects started construction in Yancheng] on September 28th, 20 major projects, such as Hengyuan 12GW high efficiency module and Haiyouwei 20GW photovoltaic film, started construction in Yancheng Economic Development area. The 20 projects, with a total investment of 14.36 billion yuan, have the characteristics of large investment scale, excellent functional structure, high scientific and technological content, and good comprehensive benefits, and will play an active role in promoting and promoting the industrial upgrading and transformation, the conversion of new and old kinetic energy, and the construction of people's livelihood and well-being in Yancheng Economic Development District.
[Wall Street analyst: "Core shortage" does not deal a blow to Tesla. Delivery in the third quarter is expected to hit a record high of 230000 vehicles.] although the "lack of core" crisis continues to hang over the entire automobile industry, Wall Street analysts have recently given optimistic forecasts for Tesla's delivery in the third quarter, even believing that this will be the company's best quarter.
[Zhejiang strives to add new wind power photovoltaic 20GW] on September 27th, the Zhejiang provincial government held a conference on the promotion of wind power photovoltaic projects in the province. The reporter learned from the meeting that during the 14th five-year Plan period, Zhejiang will vigorously implement the "scenery doubling Project" and set a new target of increasing the installed capacity of wind power and photovoltaic power by 20 million kilowatts.
[Longji and Huaneng Sichuan Public Development Photovoltaic + Green hydrogen] on September 28, Longji Green Energy Technology Co., Ltd. and Huaneng Sichuan Energy Development Co., Ltd. signed a strategic cooperation agreement in Xi'an. In the future, under the guidance of the goal of "carbon peak and carbon neutralization", the two sides will carry out all-round cooperation in photovoltaic + green hydrogen and scientific and technological innovation.
[national Energy Administration: establishment of Battery Conformance Management and traceability system] Sept. 29, the National Energy Administration recently issued a notice of "New Energy Storage Project Management Code (interim)", which mentioned that the new power battery echelon energy storage project must follow the concept of full life cycle, establish battery consistency management and traceability system, and obtain safety assessment reports issued by corresponding qualified institutions. The built and newly built power battery cascade energy storage projects must establish an on-line monitoring platform, monitor battery performance parameters in real time, carry out regular maintenance and safety assessment, and make emergency plans.
![[SMM Revue hebdomadaire du marché des cellules de batteries de stockage d'énergie 9.3] L'offre restreinte de feuilles de cuivre limite les calendriers de production de septembre, les prix des cellules de batteries de stockage d'énergie restent fermes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![Revue hebdomadaire du marché du carbonate de lithium : du 31/08 au 03/09, les prix au comptant du carbonate de lithium ont d'abord augmenté puis baissé, tendance globale à la baisse [Revue hebdomadaire SMM]](https://imgqn.smm.cn/usercenter/PPLUj20251217171727.jpg)
