[1.5 Lithium Express] the shortage of lithium resources in 2022 is expected to be difficult to ease. The agency says the power battery recycling station is on the eve of the outbreak of the 100 billion market.

[the shortage of lithium resources in 2022 is expected to be difficult to ease] driven by factors such as centralized stock for the Spring Festival, the price of lithium salt hit a new high. On January 4th, the highest price of battery-grade lithium carbonate exceeded 300000 yuan / ton. Industry insiders pointed out that there is still a large gap in lithium supply in 2022, and the progress of lithium mine expansion in South American Salt Lake and Australia is not optimistic, while the domestic increment is limited. At the same time, the permeability of new energy vehicles continues to increase, the energy storage industry is further developed, and the demand for lithium salt is expected to exceed expectations. The price center of lithium salt will be more than 250000 yuan / ton in 2022.

[new Yangfeng: subsidiary plans to invest 3 billion yuan in iron phosphate and lithium iron phosphate production line] New Yangfeng announcement that Yangfeng Chuyuan, a wholly-owned subsidiary of the company, plans to sign the Investment / Service Agreement with the people's Government of Yidu City to build an annual production line with an annual output of 100000 tons of iron phosphate and 50, 000 tons of lithium iron phosphate, supporting a 100000-ton refined phosphoric acid production line, with a total planned investment of 3 billion yuan, of which fixed assets investment is about 2.5 billion yuan.

[Grimmei: the company's lithium carbonate production line is currently in the pilot production stage] Grimme said on the interactive platform that the company's lithium carbonate production line is currently in the trial production stage. The raw materials needed for the project mainly come from all kinds of recycled lithium batteries. The initial production capacity of the project is planned to be 15000 tons / year, and if there is a production expansion plan in the later stage, it will be announced in time.

[Rongjie shares in the first phase of the trial production of 20,000t / a lithium salt project] Rongjie shares (002192.SZ) issued an announcement that Chengdu Rongjie Lithium Industry Technology Co., Ltd. (hereinafter referred to as "Chengdu Rongjie Lithium Industry") has completed civil engineering construction, equipment installation and commissioning of the first phase of the 20,000t / a lithium salt project. Recently, its trial production plan has been reviewed and approved by experts and put on record by relevant departments, and it has entered the stage of trial production since January 1, 2022. "View details

[Citic Securities: the decline of subsidies for new energy vehicles is in line with expectations that the boom in the industry will continue] CITIC Securities pointed out that on December 31, the Ministry of Finance and other four ministries jointly issued a notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. Among them, the subsidy standard for new energy vehicles has declined by 30% on the basis of 2021, the current technical indicators remain unchanged, and the scale of subsidies has been liberalized from the original upper limit of 2 million vehicles, and the relevant policies are in line with expectations. We continue to maintain the high-profile judgment of the new energy vehicle industry in 2022, and at this point we continue to suggest that we take advantage of the high-quality targets of the global electrified supply chain, especially Tesla, Ningde era, LG chemical supply chain, and vehicle quality targets.

[Qianhai of East Asia: power battery recycling station on the eve of the outbreak of the hundreds of billions of market] the production and sales of new energy vehicles continue to increase, and the battery recycling boom is highlighted. First of all, the production and sales of new energy vehicles in China began to break out and grow around 2015, and driven by new energy vehicles, the loading level of power batteries in China has gradually increased in recent years. As of November 2021, the monthly loading level of power batteries in China has reached 20.82 GWH, a record high. Secondly, with the passage of time, new energy power batteries will gradually approach their retirement life, and the life of new energy passenger vehicles is about 4-6 years. If calculated on the basis of 5-year life, the total scale of decommissioned power batteries that need to be scrapped in 2030 may reach 2.373 million tons, including 1.531 million tons of lithium iron phosphate batteries and 842000 tons of ternary batteries. Thirdly, at present, the overall scale of power battery recycling enterprises in China is too small, the number of recycling enterprises approved by the state is only 27, and there is an imbalance between supply and demand in the industry. Therefore, the prosperity of the power recycling industry is gradually emerging.

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