China Mineral Resources Tanco Mine's production capacity of 120000 tons per year is in a climbing period. Cui Dongshu, a bus association, said that the chip crisis has brought opportunities for China's automobile export.

Published: Dec 28, 2021 08:52
Source: SMM
[12.28 Lithium Express] Luzhong Mine Resources: the company's Tanco mine production capacity of 120000 tons per year is currently in the climbing period. Yi Yichang Science and Technology: plans to invest 1.5 billion yuan to build a new energy industry base in Hefei Corey Technology: at present, the new energy business is growing rapidly. In the future, the company will continue to dig deep into the field of lithium electric manufacturing equipment. Cui Dongshu: opportunities for China's Automobile Export brought by the Chip crisis Jinnandu Power supply: the first phase of lithium recovery has an annual processing capacity of 25000 tons. The main products are ternary precursors such as lithium carbonate and ternary cathode materials.

[China Mineral Resources: the company's Tanco mine production capacity of 120000 tons / year is currently in the climbing period] according to the interactive platform, the company's Tanco mine production capacity of 120000 tons / year is currently in the climbing period. Next year, according to the supply and demand of the market, the company will give priority to expanding the self-sufficiency rate, locking the underwriting right and the market to ensure the production capacity release of the battery-grade lithium hydroxide and battery-grade lithium carbonate production lines. The company has short-term and long-term planning arrangements for raw material supply, which will give full play to its own advantages and improve profitability, and will also fulfill its letter obligations in accordance with the requirements of laws and regulations.

[Yichang Science and Technology: plans to invest 1.5 billion yuan in Hefei New Energy Industry Base Construction Project] Yichang Science and Technology announcement plans to invest in the construction of Hefei Yichang New Energy Industry Base in Wushan Town, Changfeng County, with a total investment of 1.5 billion yuan. Including new energy vehicle power lithium electric heat exchange, liquid cooling plate components and management system; new energy vehicle exterior decoration assembly and components; new energy vehicle interior decoration parts; Mobile energy storage power supply and other project R & D and production base.

[Corey Technology: at present, the new energy business is growing rapidly. In the future, the company will continue to dig into the field of lithium manufacturing equipment.] Corey Technology said on the interactive platform that the company revolves around the strategic layout of "3percent N" business. the business is mainly focused on the mobile terminal industry and the new energy industry. at present, the new energy business is growing rapidly, and the company will continue to dig deep into the field of lithium power manufacturing equipment in the future. To further enhance the company's comprehensive competitiveness in providing mid-and back-stage solutions for new energy lithium battery equipment.

[ride Association Cui Dongshu: China's car export opportunities brought about by the chip crisis] Cui Dongshu said in a post that the chip crisis has brought China's car export opportunities. The supply advantage brought by the complete industrial chain of China's automobile has been further magnified under the influence of the overseas epidemic, especially the shortage of chips is obviously good for China's automobile export, so the export of passenger cars of China's own brands is super strong. The core driver of export market growth is still the growth space of passenger cars, especially in countries such as the Middle East and Africa, where export performance is relatively strong, while markets such as Europe and Mexico are relatively strong recently. The overall performance of the export of new energy vehicles is relatively strong, although the export of new energy low-speed vehicles has declined greatly, but the export of new energy vehicles to Europe has increased rapidly, and SAIC and Tesla have performed strongly.

[Fulin Seiko: the 50,000 ton lithium iron phosphate cathode material project of the company's flood shooting base has been officially put into production] Fulin Seiko said on the investor interactive platform on December 27 that the company's flood shooting base 50,000 tons of lithium iron phosphate cathode material project has been officially put into production, the production capacity has been released in an orderly manner and has started batch supply.

[Nandu Power supply: the first phase of lithium recovery has an annual processing capacity of 25000 tons. The products are mainly ternary precursors such as lithium carbonate and ternary cathode materials.] Nandu Power said on the investor interactive platform on December 26 that the company's lithium recycling capacity is 25000 tons per year, and its production products are mainly lithium carbonate, lithium hydroxide, cobalt sulfate, nickel sulfate, manganese sulfate, nickel cobalt manganese sulfate and other ternary precursors and ternary cathode materials. The company's solid-state lithium battery is in the process of continuous research and development.

Related readings:

Qinghai enterprises stop signing lithium prices soar! Lithium carbonate and lithium hydroxide rose another 5000 yuan per ton today [SMM Express]

China's total output of lithium hydroxide reached 175000 tons in 2021, which is expected to rise 35% next year compared with the same period last year [SMM Annual inventory]

The "Hub" of Lithium Salt with strong Price increase: a detailed study of Lithium Carbonate Market changes in the whole year [SMM Annual inventory]

This time it's the diaphragm! "Ningwang" 850 million yuan prepaid lock Shanghai Enjie! [SMM analysis]

The output of cobalt sulfate in 2021 is expected to reach 62800 gold tons, with an average monthly price of 49.2% higher than at the beginning of the year [SMM analysis]

China's output of ternary precursors reaches 585000 tons in 2021 and is expected to increase by 33% next year compared with the same period last year [SMM analysis]

Today, the quotation of lithium carbonate and lithium hydrogen oxide rose 4000 yuan / ton again [SMM Express]

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
14 hours ago
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
Read More
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
According to the latest data from the Passenger Car Association, in December 2025, producers with new energy wholesale sales exceeding 10,000 units accounted for 93% of the total wholesale sales of passenger NEVs that month. Based on preliminary January data, these producers achieved sales of 830,000 units in January. As most producers have already locked in their major sales figures, by applying the structural proportion from the previous month to the current month's data, the estimated wholesale sales of passenger NEVs nationwide in January were 900,000 units. According to comprehensive preliminary monthly association data: the estimated wholesale sales of NEVs by national passenger car producers in January 2026 were 900,000 units, up 1% YoY.
14 hours ago
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
14 hours ago
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
Read More
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
据中国汽车工业协会整理的海关总署数据显示,2025年12月,汽车整车进口3.0万辆,环比下降30.4%,同比下降56.1%;进口金额14.7亿美元,环比下降23.6%,同比下降52.5%。2025年,汽车整车进口47.6万辆,同比下降32.4%;进口金额236.4亿美元,同比下降39.7%。
14 hours ago
Canada Announces New EV Strategy, to Collaborate with China
14 hours ago
Canada Announces New EV Strategy, to Collaborate with China
Read More
Canada Announces New EV Strategy, to Collaborate with China
Canada Announces New EV Strategy, to Collaborate with China
According to CCTV News, on February 5, Canadian Prime Minister Mark Carney announced a new electric vehicle strategy, including the reinstatement of car purchase subsidies, and stated that Canada will cooperate with China to promote the local production and export of EVs in Canada. According to a statement released by the Prime Minister's Office of Canada, the country will make full use of existing and newly established trade agreements, including a recently reached EV cooperation agreement with China, to facilitate large-scale investment in this sector, diversify Canada’s automotive export markets, and position Canada as one of the global leaders in the electric vehicle industry.
14 hours ago
China Mineral Resources Tanco Mine's production capacity of 120000 tons per year is in a climbing period. Cui Dongshu, a bus association, said that the chip crisis has brought opportunities for China's automobile export. - Shanghai Metals Market (SMM)