
[Jixiang shares: there is uncertainty about the future revenue and profits of Yongshan Lithium Industry] Sanlian Jixiang Co., Ltd. issued a stock price change announcement. Yongshan Lithium Industry is still under construction and is expected to be put into production by the end of June. There is uncertainty about the future revenue and profits of Yongshan Lithium Industry.
[Rongjie Co., Ltd.: the planned 2.5 million t / a lithium ore concentration project is under construction] Rongjie said on the interactive platform that the company's planned 2.5 million t / a lithium ore cleaning project is under construction. If the lithium ore concentration project is put into production, the company's total capacity of lithium ore dressing will be 2.5 million tons / year.
[Ningde Times Investment Battery material supplier Dongheng New Energy] according to App, recently, Wuxi Dongheng New Energy Technology Co., Ltd. has undergone industrial and commercial changes, and shareholders have added Ningbo Meishan bonded Port area Investment Co., Ltd., a wholly owned subsidiary of Ningde Times; the registered capital of the enterprise has increased by more than 11.57% to about 57.0473 million yuan. Wuxi Dongheng New Energy Technology Co., Ltd. was established in August 2011, the legal representative is Shen Yudong, the scope of business includes battery carbon, electronic product research and development, production, sales and so on. Official information shows that Dongheng New Energy is a supplier of conductive materials and its main products are high-performance lithium battery materials.
[Wansheng shares: subsidiary Zhongzhou, Fujian, which produces lithium additives is expected to be put into production in the first half of 2023] Wansheng said on the interactive platform that the subsidiary Zhongzhou in Fujian produces lithium additives, which is a greenfield project and is expected to be put into production in the first half of 2023. At present, Zhongzhou, Fujian has commissioned other manufacturers to carry out the contract manufacturing business of lithium additives. Through the contract manufacturing business, we can bind suppliers in advance, establish a qualified supplier system, break into the customer supply chain system ahead of time, maintain good customer relations, develop and establish the target market, and ensure the smooth operation of the Zhongzhou green space project after it is put into production.
[Zhongchuang Xinhang undertakes the 200MWh power side energy storage project of Pinggao Group] China Chuang Xinhang undertakes to build the large-scale energy storage project of Pinggao Group, namely the 200MWh power side project. Zhongchuang Xin Airlines provides lithium iron phosphate batteries for the power station to ensure the overall environmental adaptability of the battery socket. At the same time, Sinotrans provided 1500V battery system for the project. Liu Jingyu, chairman of Sinovel, said the company will focus on energy storage materials, new energy storage systems and efficient recycling.
[four lithium industry chain enterprises reported good results in 2021. Tibetan mining net profit rose more than 500%] after trading yesterday, including German Nano, Tianhua Ultra Clean, Huayou Cobalt and Tibetan Mining, four lithium industry chain enterprises issued their respective 2021 performance reports, of which the German Nano Company made a profit of 760 million yuan to 830 million yuan in 2021, a year-on-year turnround; Tianhua Supernet is expected to make a net profit of 890 million yuan to 940 million yuan in 2021, an increase of 211.20% 228.68% over the same period last year. The consolidated table of the lithium material project of Yibin Tianyi Lithium Science and Technology Co., Ltd., a subsidiary of Yibin City, made a greater contribution. Huayou Cobalt expects a net profit of 3.7 billion yuan to 4.2 billion yuan in 2021, an increase of 217.64% 260.56% over the same period last year. Zangge Mining is expected to make a net profit of 1.4 billion yuan to 1.45 billion yuan in 2021, an increase of 511.65% to 533.5% over the same period last year. Among them, the rapid development of the lithium power industry in 2021 and the rapid rise in the price of lithium-related materials have become the main contributors.
[car Association: sales of most new energy models will not be significantly affected by subsidies.] data from the car Association show that with the implementation of new energy subsidies, the prices of some models have been fine-tuned and the consumer mentality has also changed. demand for new energy vehicles will still be slightly affected. However, new energy vehicles continue to be hot, and there is a large backlog of pre-undelivered orders, so sales of most new energy models will not be significantly affected by the decline.
Related readings:
Lithium carbonate is on the rise! Today, it rose another 5000 yuan to 313000 lithium hydroxide and continued to rise [SMM Express]
China's output of lithium iron phosphate is 410000 tons in 2021, which is expected to increase by 70% compared with the same period last year in 22 years [SMM analysis]
The overhaul output of lithium carbonate production line showed a month-on-month increase of nearly 20% compared with the previous month [SMM data]
Tesla handed in the production and marketing answer paper, production and sales increased by nearly 90% in 2021! [SMM analysis]
In November, global sales of new energy vehicles exceeded 5.3 million and China's market share reached 60% [SMM analysis]
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