[11.5 Lithium Express] Ningde era sodium ion batteries form a basic industry chain in 2023 | Zhongtai Securities: global sales of new energy vehicles are expected to grow by more than 20% in the fourth quarter compared with the previous quarter.

[China Nonferrous Metals Industry Association: improving the guarantee ability of Nickel and Cobalt Resources exploring the Establishment of Nickel and Cobalt Resources Commercial Reserve Mechanism] Wang Jian, vice president of China Nonferrous Metals Industry Association, said during the annual meeting of China's nickel and cobalt industry that China's nickel and cobalt resources are highly dependent on the outside world. The industry should improve the guarantee capacity of nickel and cobalt resources through various channels, and while expanding economic and technological cooperation with countries rich in nickel and cobalt resources, it should also carry out the research, development and industrialization of recycling technologies for cobalt, lithium, nickel and other metals, so as to promote the efficient recycling of nickel and cobalt secondary resources. Speed up the formulation of related standards such as raw materials for renewable batteries, and improve the recovery and recycling system of power batteries. We will explore the establishment of a commercial reserve mechanism for nickel and cobalt resources, form a reserve system that combines strategic reserves with commercial reserves, and enhance the ability to guarantee resources.

[Huarou Science and Technology: sun Company plans to build lithium battery electrolyte additive project] on November 4, Huarou Science and Technology announced that Wu Xue Odyssey, a wholly owned subsidiary of Odyssey Chemical, the company's holding subsidiary, plans to invest 300 million yuan to build a new "lithium battery electrolyte additive project with an annual production capacity of 12000 tons." Cangzhou Odyssey, a wholly owned subsidiary of Odyssey Chemical, plans to invest 150 million yuan to build a new "annual production capacity of 6000 tons of fluoroethylene carbonate (FEC) lithium battery electrolyte additive project".

[Ningde era: at present the company has started the industrial layout of sodium ion battery will form a basic industrial chain in 2023] on November 4, Ningde Times said in the interactive platform that in terms of manufacturing process, sodium ion battery can be compatible with lithium ion battery production equipment and process, and the production line can be quickly switched to complete the rapid layout of production capacity. At present, the company has started the industrial layout of sodium ion battery, and will form a basic industrial chain in 2023.

[SES releases 107Ah capacity Lithium Metal Battery Construction Super Factory in Jiading, Shanghai] November 4, SES, developer and manufacturer of mixed lithium metal batteries, released ApolloTM lithium metal batteries with the capacity of 107Ah. At the same time, SES announced that it is building a new super factory in Jiading, Shanghai, with a total area of 30000 square meters, which is scheduled to be completed in 2023. A reporter from Science and Technology Innovation Board Daily learned that SES is working with General Motors and Hyundai to launch a sample of automotive-grade lithium-metal battery A next year, and officially start commercial mass production of lithium-metal battery in 2025.

[it is reported that there is a disagreement between Tesla and Hertz on the delivery speed of 100000 electric vehicles.] on Nov. 5, according to the latest media reports, Hertz and Tesla (TSLA.O) have been at odds over the delivery time. Tesla is still expected to supply 100000 cars to Hertz at a fixed price, and the two companies are finalising the details of the deal to set a delivery time for 100000 electric vehicles, according to people familiar with the matter. Tesla obviously does not intend to give any special treatment to Hertz. Hertz will not only pay the same price as ordinary customers, but Tesla also plans to deliver the goods within his regular schedule. Recently, Tesla delayed the delivery of a new order for the rear wheel drive version of the Model 3 (the model ordered by Hertz) until the end of 2022.

[Zhongtai Securities: global sales of new energy vehicles are expected to grow by more than 20% in the fourth quarter] since the beginning of this week, the industry chain of new energy vehicles in the A-share market has been repeatedly active, and the new energy vehicle index (880951) has reached an all-time high. Global sales of new energy vehicles are expected to increase by more than 20% in the fourth quarter of 2021 compared with the third quarter, and continue to drive a surge in demand for new energy batteries such as lithium iron phosphate, the Zhongtai Securities Research Institute said on November 4.