"[live broadcast] 2021 (sixth) China Electrotechnical Materials supply and demand Trade Summit officially held experts' practical information, please watch!
"[live broadcast] 2021 China International Motor Industry chain Annual meeting officially held experts, please watch!
SMM tin morning news: fundamentals, the spot market shipments are stable, warehouse receipt inventory gradually accumulated. On the market trend, 2202 contract night trading opened after a rapid decline and then a rapid rebound, since then the slowing trend of price fluctuations still maintain a high horizontal finishing, but the shock center of gravity has moved down slightly. There is not much bright spot in capital performance, and there is a strong wait-and-see mood on both sides of the market. To sum up, the market near the holiday is expected to be weak in both supply and demand, and prices are expected to remain high and volatile in the short term.
"there is little change in the performance of Shanghai-tin to maintain horizontal consolidation positions [SMM Tin Morning News]
"Click to view the price of SMM tin products
Summary of SMM Steel Morning meeting: the operating rate of blast furnace calculated by SMM is 80.22%, with a rise of 0.88% on a cycle-to-cycle basis. In January, the domestic production restriction policy was relaxed, the steel mills were expected to resume production gradually, and the hot metal output recovered to some extent; on the other hand, with the approach of the Spring Festival, the replenishment atmosphere of steel mills and traders is relatively strong, giving strong support to mineral prices; iron ore prices will continue to fluctuate strongly tomorrow.
"the second round of coke increases by 200 yuan to expand the coil snail into the seasonal accumulation cycle [minutes of SMM Iron and Steel Morning meeting]
"Click to view the price of SMM steel products
On the dollar side: the dollar edged higher on Thursday after a batch of economic data, closing slightly up 0.09%, moderating from the sharp rise after the release of the Fed's minutes of the previous trading day. Figures released yesterday showed that 207000 Americans applied for unemployment benefits last week, slightly higher than the previous estimate of 197000. Friday's non-farm payrolls report for December could boost expectations that the Fed will raise interest rates more aggressively. The prospect of the Fed accelerating monetary tightening put pressure on the stock index. U. S. stocks closed lower on Thursday, with the Dow down 170 points and the Nasdaq recording a third straight day of decline.
Crude oil: in terms of crude oil, crude oil futures continued to rise in the New year on Thursday, with both recording the fourth consecutive day of upward trading. Its rise was underpinned by escalating unrest in Kazakhstan, the OPEC+ oil producer, and partial disruptions in Libyan supplies.
Today, the macro aspect focuses on data such as the unemployment rate in the United States in December, the annual CPI rate in the euro zone in December, the economic climate index in December, and China's foreign exchange reserves in December.
In the metal market:
In the metal market, metals in and out of the market were mixed. Lun Copper closed down 1.5% on Thursday, with the biggest decline among the outer disk metals. Lunni followed by a 1.31% decline, recording its second consecutive day of sharp decline after Balianyang surged higher. Lomalco swung upward overnight, turning to yesterday's daytime decline, closing up 0.27%. In the inner market, Shanghai Aluminum continued its daytime rally and continued to rise strongly overnight, jumping to an intraday high of 20920 yuan, a record increase of 1.02 percent, to a more than two-month high. Lun lead and Shanghai lead both rose, up more than 0.9%. Shanghai Copper and Shanghai Nickel went out of the opposite trend, closing down more than 0.9%.
Black pulled back slightly overnight, while stainless steel continued to fall, closing down more than 1.5%. Iron ore bottomed out and rebounded for five consecutive trading days, but the overnight rally moderated slightly to close at 0.28%. Double coke closed down, coke fell 1.18%, and coking coal fell 3.25%.
In precious metals, COMEX gold futures closed down nearly 2 per cent on Thursday, the biggest one-day drop in more than six weeks. The main reason is that as inflation rises sharply, committee members think it is possible to raise interest rates sooner and faster than previously expected, according to the minutes of Wednesday's Fed meeting. The prospect of raising interest rates reduces the attractiveness of gold investment, and gold is under pressure.
"[overnight market] Metals rise and fall each other. Shanghai Aluminum is up more than 1%. Crude oil continues to rise in the New year.
"Click to view the price of SMM copper products.
"Click to view the price of SMM aluminum products
"Click to view the price of SMM lead products
"Click to view the price of SMM zinc products
"Click to view the price of SMM nickel products
[SMM research: why the copper electrolysis water rose strongly in Shanghai and Guangdong after New Year's Day] at the beginning of the new year, after only a brief downturn, the spot copper electrolysis discount in Shanghai and Guangdong rose strongly again. As of January 6, the copper liter discount in Shanghai level water was 200 yuan / ton higher than that at the end of the year, up 180 yuan / ton from the end of the year, and 240 yuan / ton higher than at the end of the year. And the figure is much higher than the average in the past few years, as detailed in the figure below. "View details
[weekly survey of SMM aluminum downstream: weak demand before the festival to guard against the spread of the epidemic in Henan] on January 6th, many plates, such as aluminum profiles and aluminum alloys, reported that the demand in the downstream before the festival was weak, and the operating rate may continue to weaken. Aluminum plate, strip, aluminum foil and other plates have abundant orders, but there are leading enterprises located in Henan, it is necessary to guard against the epidemic in Henan affecting the production and operation of local enterprises. "check the details.
[national aluminum bar inventory weekly review: aluminum bar inventory increased by 5700 tons to 80300 tons compared with last Thursday] the latest aluminum bar inventory data from SMM statistics show that aluminum rod inventory has increased by 32900 tons to 113200 tons compared with last Thursday, an increase of 40.97%. All the places showed tired storage on Friday, with Foshan and Huzhou contributing the main increase, with inventories in Foshan increasing by 14700 tons month-on-month compared with last Thursday. "check the details.
[SMM data: weekly inventory of domestic electrolytic aluminum decreased by 23000 tons to 776000 tons] on January 6, 2022, SMM statistics domestic electrolytic aluminum social inventory of 776000 tons, weekly reduction of 23000 tons, Shanghai, Wuxi, Nanhai, Gongyi consumer areas mainly contributed to the warehouse. Inventories are down 25000 tons from Monday, while shipments are expected to increase from next week to the middle of next week due to a decrease in shipments. "check the details.
[SMM survey: China's refined zinc production in December was 6.086 million tons less than expected in 2021] SMM China's refined zinc production in December 2021 was 513300 tons, a decrease of 6200 tons or 1.2 percent from the previous month, and a decrease of 7.26 percent over the same period last year. The annual output from January to December of 2021 was 6.086 million tons, a cumulative decrease of 0.29 percent over the same period last year. Among them, the sample alloy output of domestic refining zinc smelters in December was 78400 tons, an increase of 1200 tons compared with the previous month. "View details
[SMM year-end inventory: the price of lithium materials rose by more than 500% per year. The prices of batteries and new energy vehicles all rose. According to SMM data, since the beginning of this year, the price of lithium carbonate has risen from 62000 yuan / ton at the beginning of the year to 300000 yuan / ton recently, and the price has risen by more than 300%. The price of lithium hydroxide has risen from 60, 000 to more than 230000, an increase of 280%. The price of cobalt sulfate rose from 64000 yuan / ton to 100000 yuan / ton, an increase of more than 50%. The price of major battery materials is growing at a high speed. "View details
"Click to view the price of SMM new energy products
[Foshan stainless Steel Daily Review: Foshan stainless Steel flat transaction weakens with the weakening of the period] the prices of all series of stainless steel on January 6 are basically the same, although the volume on the market is still not too much, but traders say the purchasing season is really drawing to a close and there are only a few days left before the downstream holiday. "check the details.
[SMM Daily Review: overall stable part of chromite prices fluctuate vertically and horizontally] on January 6, 2022, the spot price of 40-42% concentrate powder in South Africa is 30-30.5 yuan / tonnage; the spot price of 42-44% concentrate powder in South Africa is 35-36 yuan / tonnage; the spot price of 40-42% raw ore in South Africa is 40.5-42.5 yuan / tonnage; the spot price of 40-42% ore in Turkey is 59-60 yuan / tonnage, with a small change. "View details
[SMM Daily Review: pessimistic mood continues to be low for high chromium manufacturers] on January 6, Inner Mongolia high-carbon ferrochromium quoted 7900-8200 yuan / 50 base tons today, down 100 yuan / 50 base tons compared with the previous trading day; high-carbon ferrochromium market mood is pessimistic, iron factory quotations continue to decline, Shaanxi region lower individual iron factory quotations to as low as 7800 yuan / 50 base tons, most of the southern iron mills suspended external quotations, long Association price transaction; Shanxi Yuncheng area weather red warning, ferrochromium manufacturers affected by the temporary suspension of production; it is expected that the price of high-carbon ferrochromium will remain weak in the near future. . "View details
[SMM thread inventory: demand weakening building materials inventory into the seasonal accumulation stage] Thread period screw rebounded slightly this week, but the spot is weak with the rise, the merchant shipping situation is poor, and the factory warehouse and social warehouse have accumulated to a certain extent. On the supply side, the domestic production restriction policy was relaxed in January, and the blast furnaces of many steel enterprises resumed production one after another, but the pace of resuming production was relatively slow, and the electric furnace steel enterprises hung upside down because of profits. "check the details.
[SMM Hot spot Analysis: annual Review of Hot Volume 2021-I believe that one day we will be able to ride the long wind to break the waves and raise the cloud sails high in the sea. 2021 is a year in which volume prices have experienced great ups and downs. Since the resumption of work after the festival, the volume price went up all the way, climbing to the year's peak of 6699.8 yuan / ton on May 12, and then experienced a sharp decline. After the shock, it began to decline again in mid-October, and the concussion market gradually subsided at the end of the year. Finally, the price difference between the peak and valley of the year was nearly 2300 yuan, and the maximum amplitude was 50.90%! So what exactly did the hit volume of 2021 "experience"? "check the details.
[SMM hot coil inventory: production increase & coil price slightly pull hot coil inventory up this week] the total inventory of hot rolled coil this week is 2.9212 million tons, compared with last week + 10700 tons, month-on-month + 0.37%, year-on-year-10.57%. This week, the total inventory of hot rolls and social inventory have all stopped falling and increasing, while in-plant inventory continues to decline compared with the previous month. "View details
[SMM Manganese Mine Daily Review: the demand for manganese ore does not change much and the price is temporarily stable] on January 6th, the northern port: Australian mine 42-43 yuan / tonnage; South African hemicarbonate mine 32-33 yuan / tonnage; Gabon mine 40-41 yuan / tonnage; Brazilian mine 41-42 yuan / tonnage; South African ferromanganese mine 33-34 yuan / tonnage. Southern ports: Australian mine 43-44 yuan / tonnage; South African hemicarbonate mine 35-36 yuan / tonnage; Gabon mine 41-42 yuan / tonnage; Brazilian mine 42-43 yuan / tonnage; South African high iron ore 34-35 yuan / tonnage. At the beginning of 2022. "View details
[SMM Silicon Manganese Daily Review: mainstream steel mills announced a slight increase of 100 yuan / ton from the first round of inquiry] January 6, the northern market silicon manganese 6517 (cash) 7950-8150 yuan / ton, the southern market silicon manganese 6517 (cash) 7850-8150 yuan / ton. Today, Hegang announced the first round of inquiry price of 8100 yuan / ton, up 100 yuan / ton compared with last month, the market mentality is different, the degree of acceptance is also very different. However, SMM believes that at present, there is plenty of spot in the northern market, and the price of Hegang's two-month tender this month has already increased slightly, and the final pricing may be less volatile. "check the details.
The market supply of electrolytic manganese has stagnated during the week. Except for some steel companies' regular bidding in January, there is not much purchasing information released. We have heard that the negotiation range of manganese tablets and manganese products may fall in. "check the details.
[SMM data: polysilicon production increased month-on-month in December] SMM statistics China's polysilicon output in December 2021 was 48800 tons, an increase of 14.0% month-on-month and a year-on-year increase of 44.0%. The new production capacity of Yongxiang, Zhongneng and Daquan was released one after another at the end of the year, resulting in a significant increase in output in December compared with the previous month, with two enterprises producing more than 10,000 tons for the first time in December. At present, the operating load of 11 solar-grade silicon plants is relatively high, and if the start-up of silicon wafer enterprises is expected to remain low from January to February under the seasonal off-season expectation. "check the details.
[SMM data: industrial silicon production in southwest and northwest decreased in December compared with the previous month] according to SMM statistics, China's industrial silicon production in December 2021 was 269000 tons, a decrease of 10.1% from the previous month and an increase of 10.2% over the same period last year. The reduction of industrial silicon supply in December mainly came from Sichuan and Xinjiang. Due to the reduction of power supply in the dry season, Sichuan Silicon Plant gradually reduced its production in late November, mainly in December and January. Two factories in Xinjiang cut production at the end of the year due to energy consumption targets. "View details
[brief Analysis of SMM Antimony imports and exports: China's imports of antimony raw materials declined overall from January to November 2021] according to information learned by SMM, the overall imports of antimony raw materials from January to November in 2021 are less than 34000 tons, and it is expected that the overall imports of antimony raw materials for the whole year of 2021 will be about 37000 tons, a significant decrease from about 43000 tons in 2020, and even more obvious compared with about 63000 tons in 2019. "
[SMM analysis: magnesium alloy production increased by 4.90% month-on-month in December 2021. China's magnesium alloy production in December 2021 was 20300 tons, up 4.90% from the previous month, down 39.04% from the same period last year, with a cumulative output of 318000 tons, a cumulative increase of 7.09% over the same period last year. According to SMM research, the overall operating rate of China's magnesium alloy industry was 37.59% in December, up 4.90% from the previous month, down 38.85% from the same period last year. At present, orders for magnesium alloys in overseas markets are relatively strong. "View details
[SMM analysis: magnesium ingot production maintained positive growth in December 4.96% month-on-month growth] considering that the market in January is facing overseas restocking after Christmas and stock demand before the Spring Festival, the demand side will remain strong although it is not as good as December. "View details
[spot KuaiBao of SMM titanium concentrate: titanium concentrate prices rise slightly] from some titanium concentrate traders in Panxi region, it is understood that the recent downstream demand has picked up, the price of titanium ore has risen slightly, and the mainstream transaction price of titanium concentrate (TiO2 ≥ 46%) is concentrated at 2200 yuan / ton. On the one hand, the tight supply of China Mine will continue in the short term, on the other hand, the overseas titanium dioxide market is expected to strengthen in January, boosting the confidence of upstream miners and strengthening mineral prices as a whole. "check the details.
[the listing price of various varieties of medium and heavy rare earths in South China was slightly raised on January 4] A few days ago, Southern rare earths announced the latest listing prices of medium and heavy rare earth oxides, which rose slightly this week, of which europium oxide, erbium oxide, lutetium oxide and scandium oxide were the same as last week, while other varieties increased to varying degrees, including samarium oxide by 1000 yuan per ton and gadolinium oxide by 6000 yuan per ton. Terbium oxide increases 400000 yuan / ton, dysprosium oxide increases 20, 000 yuan / ton, holmium oxide increases 35000 yuan / ton, ytterbium oxide increases 5000 yuan / ton, yttrium oxide increases 4500 yuan / ton. "check the details.
[the outbreak of large-scale riots in Kazakhstan has not yet affected the production and transportation of the local copper industry] on January 5, local time, Kazakh President Tokayev signed a presidential decree, the whole of Kazakhstan entered a state of emergency. However, according to SMM, Harbin's copper smelter and mine are more than 500km away from Almaty, where the accident occurred, and the local railway is still in normal operation, which has not yet had an impact on the production and transportation of the local copper industry, and the follow-up impact remains to be seen. It is reported that China imported 242900 tons of electrolytic copper from Kazakhstan from January to November 2021 and 762500 tons of copper concentrate from Kazakhstan from January to November 2021.
[BHP Billiton will transform Cerro Colorado copper mine after a court ruling on water use] BHP said it would adjust its Cerro Colorado copper mine in Chile to reduce the impact of a recent court ruling that prevented it from fetching water for its business while it was waiting for the court to reconsider the decision. "View details
[electricity opportunity | SMM:2021-2022 Analysis and Prospect of the impact of Copper and Aluminum Raw material Price fluctuations on the Motor Industry] SMM: after November 2021, the inventory of domestic electrolytic aluminum peaked, with a total inventory of 1.15 million tons of aluminum ingots and bars. At present, the consumption days of domestic electrolytic aluminum inventory is 8.6 days, which is slightly higher than the level of 2016 and 2020 in the same period of history. SMM believes that it is difficult for domestic electrolytic aluminum to have a large excess space in 2021, and low inventory will be continued in 2022. Carbon emissions and supply-side reform policies have been carried out continuously, and the multi-empty contradictions in the post-epidemic stage have been switched in turn. "View details
[electrician Summit | SMM Analysis: the impact of the dual-carbon policy on the cable industry and supporting industries] Hu Jian, vice president of SMM, said that carbon emissions in the non-ferrous metals industry mainly come from smelting. For the copper industry chain, electrolytic copper smelting is not only the link with the highest carbon emissions, but also the most obviously affected by the dual-carbon policy. The proportion of carbon emissions from Calendering processing such as wires and cables is relatively low, and the proportion of carbon emissions in the non-ferrous metals industry is 10%. According to SMM, following the first batch of electric power to be included in the carbon trading market in 2021, the non-ferrous metals industry will also be gradually incorporated into the carbon trading market during the 14th five-year Plan period. "View details
[China Railway Resources Huagang Mining's total copper output hit a record high in 2021] on January 3, China Railway Resources Huagang Mining production statistics showed that total copper output exceeded 190000 tons in 2021, an increase of 25.4% over the same period last year, setting another all-time high. Since 2021, Huagang Mining has focused on the annual production and operation tasks to grasp the key points, solve difficulties, create bright spots, highlight "enhance management capacity and improve economic benefits", implement the "three-level planning management and control system", and strengthen the management and control of the production process. Strengthen the implementation of various procedures and measures, equipment installation and manpower deployment, so as to promote the construction of the second phase of the project in a safe, efficient and orderly manner. "View details
[Xinke material: plans to put into operation the project of precision copper strip with an annual output of 18000 tons] Xinke material announcement, it is proposed to sign an "investment agreement" with Ju Neng Technology to jointly fund the establishment of Jiangxi Xinke Electronic Materials Co., Ltd. and invest in the construction of an annual precision copper strip project with an annual output of 18000 tons, with a total investment of 647 million yuan.
[Nanshan Aluminum Design wholly-owned subsidiary] according to SMM, Shandong Nanshan Aluminum Co., Ltd. issued an announcement on the establishment of a wholly-owned subsidiary on January 5, 2022. The announcement shows that Nanshan Aluminum has set up a wholly-owned subsidiary Nanshan Aluminum (Shanghai) Co., Ltd. with its own capital of RMB 100 million, and has obtained a business license issued by Shanghai Putuo District Market Supervision Administration. The purpose of this investment to set up a wholly-owned subsidiary is to build a high-end manufacturing business sales center with automobile plates, power battery foils, automotive aluminum and aviation materials as the main body, relying on the policy and resource advantages of Shanghai as an international trade and financial center. serve high-quality core customers; Take advantage of Shanghai's economic position in the Yangtze River Delta region to expand the company's business layout in East China, deepen its close ties with surrounding industrial clusters, further promote the company's sales business development, and plan to expand warehousing and other peripheral services in the future. improve customer stickiness and effectively enhance the company's market competitiveness and market share.
[SMM petroleum coke] Petroleum coke: today, the market price of petroleum coke continues to rise, the market trading is active, the refinery inventory maintains daily production, and refineries sell almost the same day's production. Weifang issued an orange warning notice that some refineries have limited production, and transportation refineries need vehicle ports with national five and six standards for feedback: as the domestic price of petroleum coke rises, the port price is almost the same as that at home. The daily throughput of Rizhao Port is about 7,000 million tons.
[Turkish stainless steel cold plate import tariff reduced by 4%] according to a statement issued in the Turkish official Gazette, Turkey has changed the import tariff on cold-rolled stainless steel plate from 12% to 8%, effective January 1, 2022. "View details
[Fujian Qingshan steel pipe, Qingtai, Jixing and other projects are to be approved] the environmental impact statement (table) of the construction project will be made public on December 28, 2021 (Fujian Qingtai Pipe Technology Co., Ltd., Fujian Qingtai stainless steel deep processing project). The project uses 11000 tons of tube billets and produces 10000 tons of seamless stainless steel annually. The total investment of the project is 32 million yuan, of which 2 million yuan is invested in environmental protection. The publicity time is from December 28, 2021 to January 5, 2022 (5 working days).
[lithium supply faces new pressure Chilean lawmakers ask the court to terminate tenders for 400000 tons of lithium mining contracts] Chilean lawmakers have applied to the House of Representatives for an injunction aimed at preventing the outgoing government from accepting bids for lithium mining contracts. The lawmaker said that lithium is a strategically important natural resource and that the current government is putting the interests of the country as a whole at risk. Chile announced in October last year that it would provide five quotas of 80, 000 tons to domestic and overseas companies, totaling 400000 tons of exploration and production contracts, and the winning bidder would be given seven years of exploration and development projects and 20 years of production time. the bid will end in mid-January. "View details
[two major real estate enterprises cross-border "lithium"? A company that has three consecutive boards this year and its share price rose as high as more than 400% last year! With the increasing popularity of the lithium power race track, not only the enterprises related to the original industrial chain have been added one after another, and even many enterprises have started the layout in the field of lithium electricity with ambitious cross-border ambitions. Songdu shares, which belong to real estate enterprises, are undoubtedly the most eye-catching performance in recent days. Following the announcement of joining the Li-ion racetrack at the beginning of the new year on January 4, Songdu shares have recorded "three consecutive boards" in a row. "View details
[SMM News: quotation rushes to 300000! Today, the average price of lithium carbonate jumped 8000 yuan and lithium metal rose another 60,000 yuan a day. According to the spot price of SMM, the price of battery-grade lithium carbonate rose again today, reaching 292-300000 yuan / ton, with an average price of 296000 yuan / ton, up 8000 yuan / ton a day and 6.47 percent higher than at the beginning of the year. At the same time, the price of battery-grade lithium hydroxide, which rose 8000 yuan yesterday with a daily increase of 10,000 yuan / ton, slowed down today, but it still rose 6000 yuan / ton, and the quotation smoothly broke through 240000 yuan. maintain the price at 23.2 to 241000 yuan / ton, with an average price of 236500 yuan / ton, an increase of 6.29% over the beginning of the year. As of January 6, the price of lithium metal was 1.49 million-1.54 million yuan / ton, with an average price of 1.515 million yuan / ton, up 60, 000 yuan / ton compared with yesterday. And this is the fourth consecutive trading day of lithium metal to achieve an one-day rise of 60,000 yuan / ton brilliant record. "View details
[Indonesian Coal Mining Association draws up coal export ban exemption list] Indonesian state-owned miner Bukit Asam said in a document on Wednesday that the Indonesian Coal Mining Association has drawn up an export ban exemption list and that the listed companies have complied with the domestic market obligations (DMO) policy and hope that these companies will be immune from the export ban policy. According to the Bukit Asam statement, the proposal has been discussed with the Ministry of Trade and submitted to the Ministry of Energy and Mineral Resources. Bukit Asam is still assessing the impact of the coal export ban on its operations.
[China Coal Industry Association: further do a good job in coal supply and price stabilization] the China Coal Industry Association and the China Coal Transportation and Marketing Association jointly issued a proposal, which pointed out the need to further do a good job in coal supply and price stabilization. we will solidly promote the signing and implementation of medium-and long-term coal contracts, and earnestly do a good job in coal safety production.
[in 2021, the production of raw coal in Yunnan increased by 58.4632 million tons compared with the same period last year.] in 2021, the development of coal mine safety in Yunnan Province achieved "one rise and three declines"-- coal production increased compared with the same period last year, while the number of deaths from coal mine accidents, major accidents and the mortality rate of one million tons decreased compared with the same period last year. The province's coal mines produced a total of 58.4632 million tons of raw coal, an increase of 5.1388 million tons, or 9.6 percent, over the same period last year. As of December 31, 74 of the province's registered coal mines had resumed production and 46 had resumed construction, while the number of coal mines rebuilt and rebuilt had increased by 47 and 64.4 percent over the same period last year. "View details
[implementation plan issued by Zhejiang Provincial Development and Reform Commission on strict energy efficiency constraints to promote energy conservation and carbon reduction in key areas] in order to thoroughly implement the National Development and Reform Commission and other five ministries' opinions on strict energy efficiency constraints in promoting energy conservation and carbon reduction in key areas and the notice on issuing energy efficiency benchmarking and benchmark levels in key areas of high energy-consuming industries (2021 version), We will promote key industries to accelerate low-carbon transformation and high-quality development. The plan points out that the promotion of oil, coal and other fuel processing industry, chemical raw materials and chemical products manufacturing industry, non-metallic mineral products industry, non-ferrous metal smelting and Calendering processing industry, non-ferrous metal smelting and Calendering industry, and the overall energy efficiency level of the data center has been significantly improved, carbon emission intensity has decreased significantly, green and low-carbon development capacity has been significantly enhanced, and positive progress has been made in energy-saving technological innovation and industrial development. It includes guiding the withdrawal of inefficient production capacity, regulating the output of crude steel, strengthening the introduction of green and low-carbon technology, optimizing the industrial structure and so on.
[electricity opportunity | SMM:2021-2022 China rare earth permanent magnet industry analysis and market prospect] at the end of SMM:2021, the price of praseodymium and neodymium oxide reached 84.5-850000 yuan / ton, terbium oxide reached 1110-11.3 million yuan / ton, and dysprosium oxide 288-2.9 million yuan / ton, up 174%, 283% and 139% respectively over 2019. With the promotion of carbon neutralization and carbon peak policies at home and abroad, the improvement of consumption level and the transformation of market consumption concept to energy conservation and emission reduction, the demand for new energy vehicles and wind power generation in the main application areas downstream of rare earth products has increased significantly from 2020 to 2021. "View details
Terminal information
[the first demonstration project of landscape storage integration of Gansu Company of the State Energy Group] on December 31, the first demonstration project of landscape storage integration of Gansu Company of the State Energy Group was successfully connected to the grid. The total construction scale of the project is 40 megawatts, making use of the built 600MW wind power booster stations and grid lines to give full play to the complementary role of wind and light and improve the utilization efficiency of the transmission channel. the whole life cycle plan can generate 2.163325 billion kilowatt-hours of electricity, and the average annual online electricity is about 86.533 million kilowatt-hours. "View details
[from January to November 2021, China exported a total of 388000 new energy vehicles from the top 10 countries] from January to November 2021, the top 10 countries in China's new energy vehicle exports were Belgium, Bangladesh, the United Kingdom, India, Thailand, Germany, Slovenia, France, Australia and Norway. The above-mentioned ten countries exported a total of 388000 new energy vehicles, accounting for 78% of the total new energy vehicle exports.
[car federation: overall narrow-sense passenger car retail data reached 2.157 million in December, a 19% month-on-month increase.] car federation data show that retail sales in the overall narrow-sense passenger car market reached an average daily average of 109000 units in the fifth week of December, down 9% from a year earlier and a relatively stable performance. compared with the fifth week of November (total comparison), it increased by 5%. According to preliminary statistics within the car Federation, the overall retail sales data for December reached 2.157 million vehicles, with an average daily average of 69000 vehicles, down 6% from a year earlier and an increase of 19% month-on-month.
Ministry of Commerce and other three departments encourage electric substitution! The third batch of urban green freight distribution demonstration project declaration start] the notice on organizing the third batch of urban green freight distribution demonstration project declaration is clear, give priority to support urban distribution vehicles clean, standardized, professional development projects with remarkable results. Cities are encouraged to formulate plans for the electric replacement of freight distribution vehicles and the promotion of heavy freight vehicles powered by electric power, hydrogen fuel and liquefied natural gas, and to establish an effective supporting policy system from the aspects of vehicle purchase, operation, road rights protection and recharging, hydrogenation and gas filling facilities. "View details
The new three-pack rules for Chinese cars have been greatly revised in these three aspects! According to the official website of the State Administration of Market Supervision and Administration, the revised provisions on the responsibility for the repair, replacement and return of Household Automobile products (hereinafter referred to as the "three guarantees regulations") have been formally implemented on January 1, 2022. Compared with the previous three-package regulations, the General Administration of Market Supervision has made substantial changes to the new automobile three-package regulations in the following three aspects. "View details
In order to promote the sustained and healthy development of the comprehensive utilization of resources industry, on December 30, 2021, the Ministry of Finance and the State Administration of Taxation issued a notice on improving the value-added tax policy for the comprehensive utilization of resources (hereinafter referred to as the "announcement"). The announcement will be formally implemented on March 1, 2022. SMM analysis believes that the introduction of the special policy will further standardize the development of lithium recycling industry and help to support the development of formal recycling enterprises. "View details
[BYD: production at the Xi'an base has basically returned to normal by January 3, 2022] BYD said on the interactive platform that in December 2021, the company's order demand for new energy vehicles continued to be strong, maintaining a momentum of sustained growth; affected by the epidemic in Xi'an, the output of the company's Xi'an automobile production base was affected to a certain extent, and by January 3, 2022, production at the Xi'an base had basically returned to normal.
![[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]](https://imgqn.smm.cn/usercenter/PPLUj20251217171727.jpg)
