[1.19 Lithium Express] the Ministry of Industry and Information Technology says it will vigorously promote the high-quality development of the new energy vehicle industry | Australian lithium miners expect the price of lithium carbonate to rise by a furthe

[Rio Tinto official statement: production date of Serbian lithium mine will be delayed by one year to 2027] multinational mining giant Rio Tinto Group postponed the first output of its Serbian lithium mine project by one year to 2027 in its fourth-quarter production report on Tuesday. Rio Tinto blamed the delay on government delays in key approvals and private protests over environmental issues.

[Australian lithium miner Allkem: lithium carbonate prices will rise by a further 80 per cent over the next six months] Australian lithium miner Allkem said on Tuesday that lithium carbonate prices are expected to rise by a further 80 per cent in the second half of the fiscal year ending in June compared with the first half of the fiscal year due to a surge in demand for metals used in electric car battery production. The surge in novel coronavirus cases related to O'Micron worldwide will continue to affect operations and mining activities in the lithium mining industry in the near future, Allkem said. "View details

[Yongxing material: net profit in 2021 increased by 238% muri 258% compared with the same period last year] Yongxing material announcement expects to make a profit of 872 million-923 million yuan in 2021, an increase of 238% muri 258% over the same period last year. During the reporting period, on the basis of the steady development of the special steel new materials business, the production and marketing of lithium new energy business (lithium carbonate) was good, and its profitability increased significantly, which was the main growth point of the company's profits during the reporting period, especially in the fourth quarter of 2021. Under the circumstances of the rapid rise in the price of lithium salt materials, the company's costs have been maintained in a more reasonable range and profits have increased significantly. Small financial note: the net profit of Q3 is 248 million yuan. Based on this, the net profit of Q4 is expected to be 320 million yuan-370 million yuan, an increase of 29% 47% over the previous month.

[lithium cathode material company performance explosion industry chain accelerated binding] benefiting from the sales growth of lithium cathode materials and the rapid release of high nickel products, listed companies of related materials continued to expand production and concentrated performance release. With the cost advantage of upstream raw materials of high-nickel ternary battery over lithium carbonate gradually highlighted, and the production capacity of overseas nickel and cobalt will be gradually restored and enhanced, the price competitive advantage of high-nickel ternary materials will be further revealed. Generally speaking, the listed companies of cathode materials have set off a trend of production expansion, while the permeability of high-nickel products in the market continues to improve; on the other hand, the binding of upstream and downstream industrial chains is accelerated.

[Citic Securities: 2022 is expected to be the first year of the rapid development of the power exchange industry] CITIC Securities Research News pointed out that under the background of 3060, power exchange has become an inevitable form to promote the popularity of new energy vehicles and an effective supplement to charging. We expect that with the improvement of policy, capital and our own product power, 2022 is expected to become the first year of the rapid development of the power exchange industry, with more than 3000 new power stations for the whole year (as of 2021.10, there are only 1086), and more than 10, 000 in 2025, ten times plus space in five years. In the short term, relevant operators and equipment suppliers are expected to benefit from the high growth of the industry; long-term recommend third-party battery suppliers and operators with strong resource integration capabilities, such as Ningde era, Xiexin Nengke and so on.

[Ministry of Industry and Information Technology: study and clarify the expectation of supporting policies such as the extension of tax concessions for new energy vehicles as soon as possible to stabilize the market] on January 18, Xiao Yaqing, convener of the inter-ministerial joint meeting on energy conservation and the development of new energy vehicle industry, secretary of the party group of the Ministry of Industry and Information Technology and minister, presided over the 2022 working meeting of the inter-ministerial joint meeting to sum up the work in 2021 and analyze and study the current situation. Deploy the key work for the development of the new energy automobile industry in 2022. The meeting held that the CPC Central Committee and the State Council attach great importance to the development of new energy vehicle industry. "View details

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Today, metal lithium jumped again by 80,000 yuan! Lithium Carbonate Lithium hydroxide Synchronize rose 3000 yuan / ton [SMM Express]

New energy vehicle insurance hit a new high in December and the total number of vehicles exceeded 2.9 million in the whole year [SMM analysis]

Cobalt sulfate shows a short-term destocking future or restarts the accumulation bank because the demand growth rate is not up to supply [SMM analysis]

Tsunami risk caused by Tonga volcano eruption Africa-China shipping has not been affected [SMM analysis]

Output of ternary materials in China in December 2021 [SMM data]