Minutes of SMM Bronze Morning meeting: real-time update, please refresh and check
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Minutes of SMM Aluminium Morning meeting: real-time update, please refresh and check
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Minutes of SMM lead Morning meeting: real-time update, please refresh and check
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Minutes of SMM Zinc Morning meeting: real-time update, please refresh and check
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SMM tin morning news: 2202 contract night market volatility is weak and the volatility is narrow, funds leave the market slightly. It is expected that the supply shortage will improve after the end of market delivery, and the current weak supply and demand is expected to maintain a high horizontal market probability in the short term.
"A small number of high-level horizontal funds in Shanghai and tin left the market [SMM Tin Morning News]
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Minutes of SMM Nickel Morning meeting: real-time update, please refresh and check
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SMM Iron and Steel Morning meeting minutes: yesterday even iron narrow concussion, the main contract closing price 739; today's port spot market transaction atmosphere is still hot, afternoon weak, a small number of businesses have a small bargaining space, but the overall offer throughout the day is still strong, follow-up, near the Winter Olympic Games, the northern steel companies frequent news of production restrictions, blast furnace operating rate continues to rise more difficult, or in the next 1-2 weeks slightly down.
"Coke may rise again & finished wood inventory may be stable and strong in short-term spot, which is low compared with the same period last year [minutes of SMM Steel Morning meeting]
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Crude oil: investors worried that the US Federal Reserve / FED will raise interest rates aggressively and chose to take profits after rising for two consecutive days. International oil prices fell slightly on Thursday, not closing down 1.14%, and cloth oil fell 0.61%, but a strong economic recovery is expected to boost demand at a time of tight supply, which limits the decline. Oil prices, which rebounded by 50% in 2021, will push harder this year. Analysts say insufficient capacity and limited investment in the industry could raise the price of crude oil to more than $90 or even $100 a barrel.
On the dollar side: as us bond yields fell across the board, the dollar index suffered its biggest three-day decline since may, falling 0.37 per cent to 94.65 before recovering slightly to close down 0.01 per cent. As the possibility of at least three interest rate hikes has been priced in by the market, some investors have cut back their bets on a further rise in the dollar. And Powell did not explicitly indicate Tuesday that the Fed is eager to speed up its plan to tighten monetary policy, putting some downward pressure on the dollar. But in recent weeks, the dollar has benefited from expectations of a rapid normalisation of monetary policy.
Today's macro focus is on the annual import and export rate of China in December, crude oil and oil products imports in December, as well as the monthly rate of retail sales and core retail sales in the United States in December. At the same time, we also pay attention to important data such as the annual rate of US import price index and industrial output in December, and the initial value of the University of Michigan Consumer confidence Index in January.
Metals market: the previous day on the weakness of the dollar and concerns about supply shortages rose sharply, Lun copper prices fell on Thursday, closing down 0.94%, but still close to a three-month high. Lunxi's decline continued to expand, closing down 1.96%, while Lun Aluminum fell 0.77%. Lun lead, wheel zinc and Lunni stabilized, rising slightly, of which Lunni led the way with a rise of 0.52% due to the decline in inventories.
The internal market was mixed. Shanghai lead continued to rise at night, closing up 1.4%, while Shanghai zinc and Shanghai nickel rose slightly. Shanghai copper stopped rising overnight, reversed its decline, and closed down 0.68%. Shanghai Aluminum continued to decline overnight, recording a 1.3 per cent decline. The decline in Shanghai tin continued to expand, leading the decline of 1.58%. Black side thread, hot coil night market fell, and then rebounded steadily, slightly higher. Stainless steel and iron ore continued to weaken, with iron ore falling by 1.49% and stainless steel to 2.58%. Double coke also declined, with coking coal down 1.84% and coke down 2.16%.
Precious metals: COMEX gold futures fell on Thursday, closing down 0.28%. Treasury yields rose slightly as the Federal Reserve (Federal Reserve / FED) may raise interest rates in March. Expectations of a Fed rate hike push up US bond yields and could increase the opportunity cost of holding unyielding gold. Meanwhile, initial jobless claims in the United States rose to an eight-week high in the first week of January.
"[overnight market] the dollar fell in intraday trading and rose 0.52%. Iron ore continues to weaken.
[SMM North China Copper spot: the impact of the epidemic in Tianjin is still almost at a standstill in the spot market] Copper prices opened high and fell low today, but the overall trading center of gravity is still significantly higher than the previous trading day. Spot, the Tianjin market is still in the shutdown stage, only a few holders in a small amount of goods out of the warehouse. As copper prices rose sharply for two consecutive days, downstream orders were poor and demand for delivery was low, so holders had to cut prices to ship goods, but the decline was much lower than that in Shanghai. "View details
[SMM South China Copper spot: inventory continues to innovate low and few shippers make the rising water rise slightly] inventory hit a new low and few shippers have little impact, today's market quotation is relatively strong, and there is no collapse in the Shanghai market, but slightly higher against the trend, but the actual trading is relatively quiet, only rigid demand. Overall, inventory innovation continues to be low and there are few shippers, which makes the rising water rise slightly against the trend, and the rising water will remain strong before delivery. "View details
[SMM Yangshan copper spot: the US dollar copper market continues to be light before the Spring Festival] Today's foreign trade market continues to maintain low activity. While the outer disk is rising rapidly, domestic copper prices are insufficient with the rise, import losses are expanding again, and the Spring Festival is getting closer and closer, and the expectation of accumulation under the domestic off-season effect makes traders look down and rise the discount, so the willingness to receive goods arriving in Hong Kong in January is relatively low, and the deal is difficult. "View details
[SMM scrap Copper Daily Review: near the Spring Festival consumption light scrap copper rod factory production is gradually suspended] with the approach of the Spring Festival consumption is light, scrap copper rod factories began to stop purchasing raw materials this week, production also began to gradually suspend, and gradually clean up the inventory of finished products, most of them plan to have a holiday around the 22nd. Copper prices rose sharply before the festival, and are at an all-time high of more than 70,000 yuan per ton. "View details
[SMM data: weekly inventory of domestic electrolytic aluminum decreased by 52000 tons to 724000 tons] on January 13, 2022, SMM statistics domestic electrolytic aluminum social inventory of 724000 tons, weekly reduction of 52000 tons, Shanghai, Wuxi, Nanhai, Hangzhou, Gongyi consumer areas mainly contributed to the warehouse. Inventory is down 28000 tons from Monday, and the warehouse owner is expected to arrive more from next week to the Spring Festival due to a decrease in the number of goods. "View details
[SMM Daily Review: rigid demand reserve willingness to strengthen inquiry increase alumina shows a rising trend before the Spring Festival] recently, the impact of the heating season and the Winter Olympic Games has not been reduced. I heard that a roaster was suspended yesterday by Henan Aluminum monoxide Plant due to weather control policy, and the production can be resumed only after the weather warning has been lifted. It is expected that the impact time will be about a week. The production pressure and production reduction of some alumina plants in the north have disrupted the supply rhythm of long orders and released part of the spot demand. "View details
[national Aluminum Bar inventory Weekly Review: aluminum bar inventory increased by 27300 tons to 140500 tons compared with last Thursday] the latest aluminum bar inventory data from SMM statistics show that aluminum bar inventory has increased by 27300 tons to 140500 tons compared with last Thursday, an increase of 24.07%. Although the accumulation rate is lower than last week, it is still high. "check the details.
[SMM aluminum downstream weekly survey: the epidemic has not yet hit the production downstream consumption continues to weaken] SMM 2022 January 13: this week, the average operating rate of aluminum leading downstream processing enterprises is 68.4%. In each plate, primary alloys and recycled alloys suppress purchasing willingness again due to fear of heights downstream, superimposing some downstream enterprises approaching the Spring Festival are nearing a holiday or have already had a holiday. "check the details.
[SMM analysis: pre-holiday preparation drives solder enterprises to higher operating rate in December] generally speaking, due to the rise in tin prices and the increase in processing fees, the gross profit margin of solder processing enterprises is on the low side, and the performance of stock preparation at the end of the year is not as good as that of previous years. Looking forward to the future, it is expected that the production of solder enterprises will remain stable, and it is difficult to change greatly in the short term. "View details
[SMM annual inventory: the installed capacity of lithium iron phosphate batteries rose 227% year on year. Domestic lithium battery enterprises blossom.] the new energy market in 2021 shows a rapid growth trend, with annual production and sales reaching 3.54 million and 3.52 million vehicles, an increase of 160% over the same period last year. The installed capacity of power lithium batteries in 2021 was as high as 154.5 GWH, an increase of 143% over the same period last year. "View details
[SMM data: statistics on the production and sales of new energy vehicles in December 2021] according to the data of the China Automobile Association, the production and sales of new energy vehicles continued to set a new record in December this year, and both broke through the 500000 mark, an increase of 1.2 times and 1.1 times respectively over the same period last year. Judging from the annual performance, China's production and sales of new energy vehicles reached 3.545 million and 3.521 million in 2021, an increase of 159.5% and 157.5% respectively over the same period last year, and the new energy penetration rate reached 13.4%, an increase of 8 percentage points over the same period. "View details
[SMM stainless steel spot information: stainless steel cold rolling price slightly reduced hot rolling price stable] in the morning, the SS2202 contract 18000 yuan / ton mark narrow fluctuation. On January 13th, the spot price of stainless steel market increased, the price of cold rolled coil was 17900-18300 yuan / ton, the average price rose 150 yuan / ton, the trimming coiling price of 304 factories was 18400-18600 yuan / ton, the average price rose 50 yuan / ton, and the quotation range of 304hot-rolled coil price was 18000-18400 yuan / ton. the average price rose 250 yuan / ton. "check the details.
[Foshan stainless Steel Daily Review: SS contract consolidation continues to weaken.] on January 13, the spot of all departments in Foshan continued to follow the rising period, but the turnover continued to weak. in fact, not a few people in Foshan have entered the holiday state, so even if some steel mills follow the futures, the market still has different views on the future trend. SMM expects to run steadily and weakly in the future. "check the details.
[annual Review of 2021 Thread: looking back on the bleak place, there is no wind, rain or sunshine] looking back on 2021, the price of the building materials market fluctuated violently. In the first half of the year, under the background of crude steel reduction and superimposed capital speculation, the period snail reached a new high on the market, but the policy intervention made a rapid pullback; in the second half of the year, energy consumption double control hit, and the current price soared again, and then plummeted. The price change of construction steel in 2021 is divided into several stages. "View details
[SMM hotspot: summary of winter storage policies for domestic steel mills] according to SMM incomplete statistics, as of January 13, 2022, a total of 30 domestic steel mills have issued a winter storage policy for 2022, including 7 in East China, 1 in Central China, 11 in North China, 0 in South China, 6 in Northeast China and 5 in Northwest China. "View details
[SMM Coke spot Daily Review: the fourth round of coke increase is coming] on January 12, Shandong coking enterprises raised the purchase price of coke by 200 yuan / ton in the fourth round. If it hits the ground, then first-class metallurgical coke-dry quenching 3860 yuan / ton; quasi-first-class metallurgical coke-dry quenching 3630 yuan / ton; primary metallurgical coke 3300 yuan / ton; quasi-primary metallurgical coke 3130 yuan / ton. Environmental inspection in southern Shanxi has been relaxed, and coking enterprises have slightly increased production, but other areas have frequent environmental inspections and coke supply is still tight. "View details
[SMM hot roll inventory: the demand for hot roll released this week is only a small accumulation] the total stock of hot rolled coil this week is 2.9248 million tons, compared with last week + 3600 tons, month-on-month ratio + 0.12%, year-on-year-12.05%. This week, the total inventory of hot rolls and the month-on-month ratio of factory and treasury are basically stable, while social treasury has declined slightly. The total inventory of hot rolls remained basically stable this week, and the output of hot rolls continued to pick up slightly during the week. "View details
[SMM thread inventory: demand weakening accumulation range is lower than the same period last year] the snail showed a strong performance this week, and the spot rose slightly. The pace of resuming production of the blast furnace at the supply side is slow, the electric furnace stops production in a large area and has a holiday, and the overall output of building materials increases slightly; the demand side accelerates and weakens, the epidemic situation in many places is repeated, the road transportation and terminal construction are strictly controlled, and the construction site is on holiday one after another. table demand dropped by 3% compared with the same period last year, down 16.4% from the same period last year. "View details
[SMM Daily Review: the weak manganese market has entered a wait-and-see period] on January 13, the spot factory price of electrolytic manganese in the main producing areas, including tax, was temporarily stable at 41500 yuan / ton compared with yesterday's average price, and the FOB quotation was more stable than yesterday around 6500-6600 US dollars / ton. According to SMM research today, individual merchants for terminal growth association orders, before the festival, most manganese factories are not willing to close a long order, mostly in the spot high range, SMM believes that the month in the manganese city is lack of trading support, manganese prices are mostly stable for the time being. "View details
What is the future trend of spot quotation after the shock of lithium carbonate "flash collapse"? ] on January 12, the website of Wuxi stainless Steel Electronic Trading Center showed that the price of forward orders for many types of lithium carbonate fell by more than 11.71%, and the lithium price index fell by 11.77%. This is also the second day in a row that the site's lithium price index plummeted, after falling more than 10.5% the day before. This "flash avalanche" also hides this big misunderstanding! "View details
[SMM Silicon Manganese Daily Review: spot quotation slightly probing high transaction atmosphere is slightly active] in the spot market, near the end of the year, the transaction atmosphere is slightly more active, superimposing various production restriction news in the market, manufacturers' quotations are slightly higher, and the transaction situation is OK. However, recently, most of the manufacturers are mainly long Association orders, and the retail intention is not high. "View details
[SMM Manganese Mine Daily Review: freight increases in Tianjin Port temporarily stable] at present, the epidemic in Tianjin has led to poor shipments in Tianjin Port, with freight rates significantly higher than before, and nearing the end of the New year, there are fewer vehicles, superimposed by the causes of the epidemic, drivers are mostly reluctant to take risks in transporting goods. If the epidemic continues to fight, it will certainly have a certain impact on the downstream manganese alloy production, and the alloy price may rise at that time. "View details
[SMM Weekly Review: downstream pre-festival stock silicon market transaction is OK] this week, the performance of metallurgical grade silicon is still weak. East China oxygenated 55 silicon is 19500-19600 yuan / ton, down 150 yuan / ton in the week, 330 silicon in 21100-21300 yuan / ton, down 300 yuan / ton in the week. Chemical grade silicon metal performance is relatively stable, East China 42 silicon (Ti < 500ppm) in 21800-22000 yuan / ton, the price is the same as last week. "View details
[SMM Daily Review: Silicon downstream aluminum alloy pre-festival stock reduced compared with the same period last year] January 13, individual specifications of metal silicon prices slightly reduced, East China oxygen 55 silicon in 19500-19600 yuan / ton, 44 silicon in 20500-20700 yuan / ton, metal silicon downstream most aluminum alloy enterprises pre-festival replenishment process has been more than half. "View details
[SMM analysis: rising bidding prices of Henan molybdenum mining enterprises push molybdenum market prices higher again] according to SMM, since January 10-11, a number of domestic molybdenum mines concentrated volume shipments, due to the early molybdenum market prices higher and molybdenum concentrate shortage, shipping prices continue to rise. On the 13th, the domestic molybdenum market showed a trend of stopping rising and stabilizing. Where will molybdenum city go in the second half of the month? "View details
[SMM molybdenum spot KuaiBao: some holders profit to settle the domestic molybdenum market temporarily stable] January 13 domestic 45% molybdenum concentrate mainstream transaction price 2400-2420 yuan / tonnage; 60% ferromolybdenum mainstream transaction price 16-164000 yuan / ton, prices are more stable than yesterday. SMM believes that the current rapid rise in domestic molybdenum prices has caused certain resistance in the market, and the wait-and-see attitude of some enterprises has become increasingly obvious, and molybdenum prices are expected to be stable in the short term. "View details
[SMM magnesium ingot spot KuaiBao: market confidence frustrated magnesium prices continue to decline] magnesium prices have fallen for four consecutive days this week, and there is no consensus on how long magnesium prices can fall. As for the factories, the falling magnesium prices over the past few days have made some factories choose to suspend external quotations, and the market atmosphere is more pessimistic. In view of this situation, some traders chose to ship goods at low prices and withdraw funds quickly, resulting in a further acceleration of the downward speed of magnesium prices. "View details
[SMM Daily Review: Myanmar mine quarantine ends market wait-and-see sentiment] the quarantine of imported rare earth mines in Myanmar has ended, and some companies are expected to ship small quantities of rare earth mines into storage before the Spring Festival, narrowing the rare earth supply gap. Upstream metal enterprises, magnetic materials enterprises and other enterprises have completed pre-festival procurement replenishment, today, the mainstream market of rare earths has fallen steadily, and the market inquiry order is getting colder and colder. "View details
[Tektronix Highland Valley Copper Mine may strike on January 16th] Tektronix Resources said on Wednesday that the union representing 1048 workers at its mines in British Columbia may strike from January 16. The company said it had received notice of strike from (USW) Local 7619, a joint steelworker at the Highland Valley copper business in Canada.
[Chujiang new materials 2021 net profit increased 100.55%-118.78% military carbon materials and its special equipment business plate downstream demand is strong] Chujiang new materials issued a 2021 performance forecast, 2021 net profit attributable to shareholders of listed companies 550 million yuan-600 million yuan, an increase of 100.55%-118.78% over the same period last year. "View details
[Nanshan Aluminum: net profit in 2021 is 50% more than the same period last year.] Nanshan Aluminum announced that it expects net profit of 3.08 billion yuan to 3.515 billion yuan in 2021, an increase of 50.32% to 71.55% over the same period last year. The production and sales of the company's automobile plate products are booming in 2021, which is a sharp increase over the same period last year, with sales exceeding 110000 tons. "View details
[Furong Science and Technology plans to invest 5 billion yuan to build a consumer electronics aluminum project] Furong Science and Technology announcement, the company plans to sign a formal "Investment Agreement" with the government of Luoyuan County and the Management Committee of Fuzhou Taiwan Investment Zone to build a high-precision electronic consumption and high-end manufacturing base of new materials in Luoyuan County, Fuzhou City, Fujian Province. It is planned to purchase 942.3 mu of land at one time and build it by stages. The investment amount is 5 billion yuan (including working capital, including 3 billion yuan in fixed assets investment), of which the investment in the first phase of the project is expected to be 1.218 billion yuan. After the full production of this investment project, the company will increase the production capacity of consumer electronics aluminum, which will help the company to solve the problem of insufficient production capacity in the peak season, further increase the market share of products, and maintain the company's leading market position.
[the net profit of Yinbang shares in 2021 increased by 106.33% compared with the same period last year, and the development of new energy vehicles played a significant role in promoting the development of new energy vehicles.] Yinbang shares disclose the performance notice. The company expects to make a profit of 35 million yuan to 45 million yuan in 2021, an increase of 106.33% and 165.28% over the same period last year. During the reporting period, benefiting from the strong market demand of the downstream industry, the company's output and sales volume increased by a large margin compared with the previous year. The cooling power battery, thermal management, aluminum heat transfer materials and other products produced by the company rapidly increased in the client and continued to infiltrate, and the business developed steadily. "View details
[Lizhong Group integrated die-casting alloy material has been mass produced] on January 12, Lizhong Group said that the small batch production of heat-free alloy materials in December 2020 is mainly used to produce battery bracket structures on the battery package of an international high-end brand of new energy vehicles. However, with the wide application of integrated die-casting parts of new energy vehicles, the heat-free alloy materials of the company will gradually increase according to the demand of the downstream market. The company began to develop heat-free alloy materials in 2014 and was granted an invention patent in 2020. It is the only company in China to obtain a patent certificate for this product, breaking the foreign product monopoly and technical blockade in this field.
[successful trial production of Yongjin stainless steel composite project] A few days ago, Jiangsu praseodymium Seiko Technology Co., Ltd., a subsidiary of Yongjin Co., Ltd., successfully produced the first wide composite roll, indicating that Yongjin Co., Ltd. has the ability to rapidly produce metal laminated composites. At this point, the company's business to the strategic goal of extending the downstream industrial chain has taken an important step. "View details
[Yongjin Co., Ltd. plans to invest in the annual processing project of 700000 tons of wide-width cold-rolled stainless steel strip] Yongjin shares announcement, it is decided to jointly fund the establishment of Yongjin Metal Technology (Indonesia) Co., Ltd. (hereinafter referred to as "Project Company") in Indonesia through its wholly-owned subsidiary Xinyue Asset Management (Singapore) Private Co., Ltd. (hereinafter referred to as "Xinyue Asset") and related party Qingzhan Industrial Co., Ltd. (referred to as "Qingzhan Industrial Co., Ltd."). To build an annual processing project of 700000 tons of wide-width cold-rolled stainless steel strip to meet the growing market demand in Indonesia. Among them, Xinyue assets holds a 60% stake in the project company, and Qingzhan Industry holds a 40% stake. The total investment of the project is expected to be 2.13254 billion yuan, and the planned construction period is 2 years. "View details
On January 11, 2022, Yongjin holding the 13th meeting of the Fifth Board of Directors and the ninth meeting of the Fifth Board of Supervisors, deliberated and adopted the motion on exchanging funds raised by convertible company bonds for pre-invested self-raised funds. It is agreed that the company should use convertible bonds to raise funds to replace the self-raised funds invested in advance, with a total replacement fund of 242.4833 million yuan. "View details
[Jingsheng mechanical and electrical 2021 net profit increased 84.11% mur114.41% semiconductor equipment orders increased compared with the same period last year] Jingsheng electromechanical's net profit belonging to shareholders of listed companies in 2021 was 1.58 billion yuan to 1.84 billion yuan, an increase of 84.11% to 114.41% over the same period last year, and net profit after deducting non-recurring profits and losses was 1.515 billion yuan to 1.77 billion yuan, an increase of 84.76% to 115.86% over the same period last year. "View details
[Sibao Technology's net profit increased by 25% Murray 45% Silane Coupling Agent products in 2021] Sibao Technology issued a performance forecast for 2021. During the reporting period, the company adhered to the management theme of "high quality and high service". Operating performance continues to maintain a high growth rate. The company expects revenue of about 2.55 billion yuan, a year-on-year increase of about 67%. The net profit belonging to shareholders of listed companies ranges from 252 million yuan to 292 million yuan, an increase of 25% over the same period last year. "View details
[comprehensive distribution of nickel, cobalt and lithium resources Huayou Cobalt expects to make a net profit of 3.7 billion-4.2 billion in 2021] Huayou Cobalt said that the pre-increase in the company's performance is mainly due to the outstanding results achieved in the implementation of the company's high-end products and industrial integration management strategy. In addition, the demand for new energy lithium materials continued to grow rapidly in 2021, and the production and sales of the company's main products increased. "View details
[2021 Power Battery load TOP10 released! On January 12, the China Automotive Power Battery Industry Innovation Alliance released power battery data for December 2021 and the whole year of 2021. In terms of production, from January to December 2021, China's power battery output totaled 219.7 GWH, an increase of 163.4% over the same period last year. Among them, the output of ternary batteries totaled 93.9GWh, accounting for 42.7 percent of the total output, an increase of 93.6 percent over the same period last year; the output of lithium iron phosphate batteries totaled 125.4GWh, accounting for 57.1 percent of the total output, an increase of 262.9 percent over the same period last year. "View details
[Serbia will decide whether to continue to develop the Rio Tinto lithium mine after the April election] the Serbian prime minister has revealed that Serbia will decide whether Rio Tinto can continue to develop lithium mines in the country after the April election, as local community protests continue. (Rio Tinto), a global mining company, has pledged to invest $2.4 billion in 2021 to develop a lithium borate project near Loznica in the western Jadar valley. "View details
[LG Energy has signed a large off-take agreement with Australian lithium miners for a period of five years] Australian lithium miner Liontown Resources Ltd said on Wednesday that it had signed a binding off-take agreement with South Korean battery maker LG Energy Solutions. The off-take agreement, which lasts for five years, is expected to begin in 2024 and can be extended for another five years when it expires. LGES will purchase 100000 dry tons of spodumene concentrate from Liontown's Kathleen Valley project in the first year and increase it to 150000 dry tons per year in subsequent years.
[BYD subsidiary won the contract for lithium mining in Chile] Chile gave two of the five lithium mining contracts to BYD Chile and Servicios y Mineras del Norte, according to an email statement sent by the Chilean Ministry of Mines. BYD offered $61 million and, Servicios y Opperciones offered $60 million. Each contract grants a quota of 80,000 tons of lithium production. These contracts account for about 1.8 per cent of Chile's known lithium reserves.
Fengyuan shares: it is proposed to raise no more than 940 million yuan for the annual production of 50, 000 tons of lithium iron phosphate cathode material project] Fengyuan shares announcement, the company intends to raise a non-public offering of no more than 940 million yuan, after deducting the issuance costs, it will be used for the "production base project of lithium iron phosphate cathode materials with an annual production capacity of 50, 000 tons of lithium battery" and "supplementary liquidity project". The objects of this non-public offering include Zhao Guanghui, the company's controlling shareholder, real controller and chairman.
[BYD subsidiary wins bid for Chilean lithium mining contract with 20 years to produce lithium salt] BYD and Servicios y Operaciones Mineras del Norte each won 80, 000 tons of lithium in the 400000-ton lithium tender launched by the Chilean Ministry of Mines in October. Of which BYD offered $61 million and, Servicios y Operaciones offered $60 million, the two contracts together account for about 1.8 per cent of Chile's known lithium reserves. "View details
[SQM, one of the world's largest lithium mining giants, failed to win the bid for Chile's 400000-ton lithium mining project] on January 12, Chile gave two of the five lithium mining contracts to BYD Chile and Servicios y Mineras del Norte, according to an email statement from the Chilean Ministry of Mines. BYD offered $61 million and, Servicios y Opperciones offered $60 million. SQM, Albemarle and Cosayach Caliche SA all made bids, which the authorities said were well below the winning price and failed to win the bid.
[Ministry of Industry and Information Technology: upgrading the guarantee capacity of key resources will speed up the development of domestic lithium resources] Guo Shougang, deputy director of the first Department of equipment Industry of the Ministry of Industry and Information Technology, said that in the next step, the Ministry of Industry and Information Technology will give full play to the role of the inter-ministerial joint meeting mechanism on energy conservation and new energy vehicles, formulate policies and measures to support the accelerated development of new energy vehicles, and maintain effective convergence of the policy system. At the same time, we will co-ordinate and enhance the guarantee capacity of key resources, strengthen communication and coordination with provinces and cities such as Qinghai, Sichuan and Jiangxi, and promote the development of domestic lithium resources.
[Ningde era non-negative metal battery technology patent exposure to achieve the energy density goal of the next generation sodium ion battery exceeds 200Wh/kg] Ningde era has laid out non-negative metal battery technology and applied for a patent. It is reported that the patent includes material design and key processes of related technologies, or will be applied to the next generation of sodium ion batteries. This means that the battery energy density is expected to be significantly increased from the material nature, to achieve the Ningde era announced at the sodium ion battery press conference that the next generation of sodium ion battery energy density exceeds the 200Wh/kg goal.
Recently, Yiwei LiNeng received a "notice of bidding result" and signed a "property rights transaction contract" with Chai Jian Tou. successfully won a 35.28% stake in Xinghua Lithium Salt held by Chai Jian Tou, and the final transaction price was 144 million yuan. "View details
[total investment 7 billion! On December 3, Xinwanda announced that the company intends to set up a joint venture with Chuanheng shares to jointly invest in the construction of a "mineralized integrated" new energy materials recycling industry project in Weng'an County, with a total planned investment of 7 billion yuan. "View details
940 million yuan! On the evening of January 12, Fengyuan shares announced that the company intends to raise no more than 940 million yuan from no more than 35 specific targets, including Zhao Guanghui, the company's controlling shareholder and actual controller, and will be used for the "production base project of lithium iron phosphate cathode material with an annual production capacity of 50,000 tons of lithium battery" and "supplementary liquidity project" after deducting the issuing expenses. "View details
[Baotou Municipal Bureau of Industry and Information Technology: the prices of rare earth products showed an upward trend in December.] in rare earth related fields, the prices of rare earth products showed an upward trend compared with the previous month: five of the eight rare earth products monitored in December showed an upward trend compared with the previous month. The average price of rare earth carbonate was 69000 yuan / ton, up 4375 yuan / ton, an increase of 6.8%; a year-on-year increase of 46250 yuan / ton, a two-fold increase; cerium oxide average price of 9150 yuan / ton, unchanged, down 600 yuan / ton, a decrease of 6.2%; neodymium oxide average price of 896000 yuan / ton, up 75000 yuan / ton, an increase of 9.1%, up 397000 yuan / ton, an increase of 79.7%; The average price of neodymium metal was 1.045 million yuan / ton, up 15000 yuan / ton from the previous month, or 1.5%, and 438000 yuan / ton, or 72%, from the same period last year. The average price of praseodymium and neodymium metal was 1.036 million yuan / ton, up 52000 yuan / ton, or 5.3%, and 524000 yuan / ton over the same period last year, double the increase. "View details
[Coke varieties rose three times in 10 days: there is still room for coking coal and coke to rise] Coke varieties rose three times in 10 days, with a cumulative increase of 500 yuan / ton. The spot price of raw material coking coal goes up along with it. The already downward price of thermal coal has risen again because of the vagaries of Indonesia's coal import policy. What do the three brothers of coal coke think in the future? People in the industry and researchers say that from the perspective of supply and demand, there is still room for coking coal and coke prices to rise. According to coal mine sources, a large number of coal mining enterprises have only about three days of Spring Festival holiday, and continue to increase production in the rest of the time. Yang Jie, deputy director of the Research Department of the Yi Coal Research Institute, believes that at present, the domestic coal supply continues to increase, and the impact of Indonesia's coal import policy on China's market is limited, and there is still room for thermal coal prices to decline in the follow-up. Will be further closer to the long Association price.
Compromise! Indonesia has relaxed its ban on coal exports to allow 37 coal ships to leave Hong Kong. Indonesia's Ministry of Maritime and Investment Coordination said on Thursday (January 13) that after obtaining approval from the relevant authorities, Indonesia had allowed 37 ships loaded with coal to set sail and leave port. The export ban imposed on January 1 has been relaxed for coal miners that meet requirements to sell some of their output to local power plants, the department said in a new statement. The State Power Company had previously purchased enough coal for the power plant to ensure at least 15 days of operation. "View details
[South African electricity prices are likely to rise sharply in April] according to local media reports on January 11, although Eskom faces persistent power cuts and energy supply problems, South African people are still likely to face a sharp increase in electricity prices in April. South Africa's national energy regulator, (Nersa), has invited interested parties to express their views on the electricity price rise proposed by Eskom by January 14. Calib Cassim, Eskom's chief financial officer, has confirmed that he has applied for a 20.5% increase in electricity prices for fiscal year 2023, which will take effect on April 1, 2022.
Terminal information
[Qifan Cable 2021 net profit increased by 58.78% to 72.68% production and sales scale steadily increased] Shanghai Qifan Cable Co., Ltd. (hereinafter referred to as "the company") expects to realize net profit belonging to shareholders of listed companies of 651 million yuan to 708 million yuan in 2021, an increase of 241 million yuan to 298 million yuan over the same period last year, an increase of 58.78% to 72.68% over the same period last year. "View details
[national Energy Administration deploys five key tasks of Electric Power Safety production in 2022] the State Energy Administration held a national teleconference on electric power safety production in Beijing on the 12th, which stressed that 2022 is the year of the 20th CPC National Congress and a key year for the implementation of the 14th five-year Plan, and it is of great significance to do a good job in electric power safety production this year. Specifically, there are five key tasks. First, we should further shoulder the responsibility for the safe production of compacted electric power. The second is to promote a higher level of safety development by implementing the 14th five-year Action Plan for Electric Power Safety production. Third, focus on the institutional mechanism and legal system to further improve the top-level design. Fourth, to ensure the security of the Electroweb as the bottom line, to promote the security transformation of the energy and power system. Fifth, take special supervision and special actions as the starting point to constantly consolidate the foundation of electric power security.
[Ministry of Industry and Information Technology: China's sales of new energy vehicles ranked first in the world for seven consecutive years in 2021] according to the Ministry of Industry and Information Technology, China's automobile production and sales completed 26.082 million and 26.275 million respectively in 2021, an increase of 3.4% and 3.8% respectively over the same period last year, ending three consecutive years of decline. In 2021, the sales of new energy vehicles in China reached 3.521 million, an increase of 1.6 times over the same period last year, ranking first in the world for seven consecutive years. New passenger cars equipped with a combined driving assistance system accounted for 20% of the market.
[Tesla China's delivery volume of 484000 vehicles in 2021 accounts for half of the world's delivery] according to Tesla, the delivery volume of Tesla's Shanghai super factory was 484130 in 2021, an increase of 235% over the same period last year, accounting for 51.7% of Tesla's total annual delivery of 936000 vehicles.
[computer numerical Control 2021 net profit increased by 207% to 239% single crystal silicon production and marketing] according to the preliminary calculation of the financial department of Wuxi computer numerical Control Co., Ltd., the company is expected to achieve net profit of 1.63 billion yuan to 1.8 billion yuan belonging to shareholders of listed companies in 2021, an increase of 207% to 239% over the same period last year. It is estimated that the company's net profit after deducting non-recurring gains and losses belonging to shareholders of listed companies in 2021 is 1.43 billion yuan to 1.6 billion yuan, an increase of 179% to 212% compared with the same period last year. "View details
[Taiyong long March: the company's distribution appliance circuit breaker products can be applied to the generation side of new energy sources such as photovoltaic and wind power] Taiyong long March said on the interactive platform that the company's distribution appliance circuit breaker products can be applied to the generation side of new energy sources such as photovoltaic and wind power, such as wind power converters and photovoltaic inverters. "View details
Recently, the semiconductor supply chain believes that the demand for consumer electronics IC in 2022 can slow down slightly, and the degree of tension between supply and demand also slows down. in addition, the line machines purchased from leading packaging equipment manufacturers by closed test manufacturers have been in place one after another, and the production capacity has been gradually expanded. According to the market, closed test companies such as Tianshui Huatian and Changdian will "reduce the OEM price" in the field of basic packaging such as consumer cost microcontroller (MCU) to win more orders.
[TSMC expects first-quarter sales of US $16.6 billion to US $17.2 billion] TSMC expects first-quarter sales of US $16.6 billion to US $17.2 billion, first-quarter gross profit margin of 53% to 55%, market estimate of 51.8%, operating profit rate of 42% to 44%, and market estimate of 41%. TSMC expects capital expenditure of $40 billion to $44 billion in 2022. TSMC CEO said that TSMC will usher in another growth year in 2022, with long-term gross margins expected to be 53 per cent or higher; supply chains are expected to maintain higher inventories in 2022 and capacity will be tight in 2022. TSMC expects sales to grow at an average annual compound growth rate of 15% and 20% in dollar terms over the next few years.
[TSMC's fourth quarter net profit of US $6 billion 5 nm accounted for more than 20% of revenue] chip contract manufacturing giant TSMC today released its results for the fourth quarter of fiscal year 2021 ended December 31. According to the financial report, TSMC's consolidated revenue in the fourth quarter was 438.189 billion yuan (NT $, the same below) (US $15.846 billion), up 21.2% from 361.533 billion yuan in the same period last year, setting a record for the sixth consecutive quarter. Net profit was 166.232 billion yuan (US $6.011 billion), up 16.4% from 142.766 billion yuan in the same period last year. "View details
[Samsung display is developing 8. 5 generation OLED panel production line technology] Samsung display (Samsung Display) is developing 8. 5 generation (2200*2500mm) IT product OLED panel production line technology. However, the largest variable in the final investment, South Korean media believe, will be determined by the number of orders for Apple's iPad panel. If the order is successfully obtained, SDC expects to finalize the investment in the 8.5G line of IT products in the second quarter of 2022, and related equipment orders are expected to be issued in the third quarter of 2022.
Evergrande finally arrived! Hengchi 5 went offline 12 days ahead of schedule to enter the countdown to mass production] on January 12, Evergrande brand Hengchi officially announced: "Hengchi's first five cars went offline at the Tianjin factory 12 days ahead of schedule, and Hengchi ushered in a major milestone!" The official one-minute promotional video shows the whole process of Hengchi 5 from stamping, welding, painting to final assembly, announcing to the outside world that Hengchi 5 is really coming.
[China Automobile Association: sales of 2.786 million new energy vehicles in December 2021 exceeded 500000 for the first time] on January 12, the latest production and sales data released by the China Association of Automobile Manufacturers (hereinafter referred to as "China Automobile Association") showed that in December 2021, China's automobile production and sales reached 2.907 million and 2.786 million, respectively, an increase of 12.5% and 10.5% from the previous month, output increased by 2.4% year-on-year, and sales decreased by 1.6%. "View details
According to foreign media reports, the environmental protection department in Brandenburg recently issued a special license to produce 2000 Model Ys to the Tesla (TSLA.O) Berlin super factory, which has the capacity to start production, but has not yet obtained the final license, but the Model Y cannot be delivered to consumers until the final approval is obtained.
[Korean media: Apple discussed battery supply for electric vehicles with LG and SK] according to South Korean media ETNews, Apple is choosing a supplier for its electric vehicles. Apple is looking for auto electronics manufacturers with mass production experience to provide core components for cars. Apple is also understood to have discussed battery supply for electric vehicles with LG and SK. Apple is expected to complete the selection of car suppliers by the end of 2022, followed by full development, public announcement and mass production within the next two to three years.
[top Group's net profit in 2021 increased by 67-83% New Energy vehicle business grew rapidly] Top Group issued a performance forecast. The company expects to achieve a net profit of 1.05 billion yuan to 1.15 billion yuan belonging to shareholders of listed companies in 2021, an increase of 67-83% over the same period last year. During the reporting period, thanks to the company's forward-looking grasp of the market opportunities of the new energy vehicle industry, the continuous expansion of intelligent electric related product lines, the active expansion of international and domestic intelligent electric customer base, and the innovative business models relying on system research and development and modular supply, the amount of bicycle supply has increased significantly, therefore, the company's new energy vehicle business has grown rapidly. "View details
[South Korean power battery companies increase investment in Europe and the United States to expand market share to 204.1GWh in the next three years] in 2021, the sales share of South Korea's three major battery manufacturers in the European Union reached 71.4%. To remain competitive in the European market, South Korean companies plan to triple the size of their production lines (99.7 million 204.1GWh) by 2025. "View details
[394 million! The total scale of Huaibei Waneng energy storage power station project is 1GWH, of which the construction scale of the first phase is 103MWamp 206MWH with a construction period of 270 days. Hefei Guoxuan is responsible for the battery energy storage system on the DC side of the project. After completion, it will become the Electroweb side lithium iron phosphate energy storage power station with the largest unit capacity in China. "View details
[retail sales of new energy passenger cars may bring a huge increase by more than 25 per cent a month.] according to figures released by the car Federation on the 11th, retail sales of new energy passenger vehicles reached 475000 in December 2021, an increase of 128.8 percent over the same period last year and 25.4 percent month-on-month. The Federation expects that sales of new energy vehicles are expected to exceed 6 million in 2022, with a penetration rate of about 22%. In the first three quarters of 2021, the domestic passenger car market experienced a special cycle from getting rid of inventory to approaching safety inventory. As the core shortage problem was gradually alleviated, manufacturers' inventory was quickly replenished in the fourth quarter of 2021. "View details
[Tesla co-founder: electric car sales are about to take off but limited by production capacity] Tesla co-founder Straubel (JB Straubel) continues to be optimistic about the market demand for electric vehicles, especially that the demand for electric vehicles in the United States may soar faster than the market expected. But at the same time, he also mentioned that the production capacity of electric vehicles could limit the development of the industry due to the shortage of raw materials for power batteries and semiconductors. "View details
[oil prices surging in short supply to a two-month high in 2022 is expected to continue to rise] overnight oil prices surged to a two-month high, and the market expects oil prices to rise further. J.P.Morgan expects oil prices to exceed $125 a barrel this year and $150 by 2023. "View details
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