[2.14Lithium Express] Ningde Times seriously refutes a series of recent rumors. Citic Securities said lithium mine prices are expected to exceed $3000 / ton in the first half of this year.

[refuting rumors: Ningde era issued a solemn statement to clarify a series of rumors such as talking about collapse with Tesla! On February 13, in response to a series of rumors one after another on the current online platform about Ningde era being sanctioned by the United States, being removed from the gem weight index, and talking about collapse with Tesla, the official account of Wechat in Ningde era released a message refuting the rumor. it said that it had formally reported the case to the public security organs and would be held legally responsible for the rumor mongers. "View details

[Ningde Times signed a quadripartite agreement in Sichuan to speed up the exploration and development of lithium resources] recently, Sichuan Times New Energy Resources Co., Ltd., a subsidiary of Ningde Times, signed a joint venture agreement with Ganzi Prefecture Investment Group, Yibin Sanjiang Huida Company and Sichuan Tianfu Mining Company in Chengdu. According to the agreement, all parties will carry out all-round cooperation in line with the national strategic mineral security guarantee, speed up the exploration and development of lithium mineral resources in the province, increase the supply of lithium resources, promote comprehensive utilization in a scientific and orderly manner, and promote the coordinated development of the whole industry chain of new energy. "View details

[Citic Securities: lithium mine price is expected to exceed US $3000 / ton in the first half of 2022] CITIC Securities Research report pointed out that Australia lithium mine production disturbance continued, Q4 production declined month-on-month. Lithium mine prices are expected to exceed $3000 a tonne in the first half of 2022. The "de-Australianization" of lithium ore supply has become a market focus, and companies that take the lead in the distribution of lithium resources outside Australia and companies building lithium conversion capacity in Australia are expected to benefit. Ganfeng Lithium Industry, Salt Lake shares and Shengxin Lithium Energy are recommended, and attention should be paid to Tianqi Lithium Industry, Yongxing Materials and China Mineral Resources.

[Secretary General of the car Federation: the sharp rise in lithium prices will not seriously affect the development of new energy vehicles in China] Cui Dongshu, secretary general of the car Federation, said that the national new energy vehicle market is booming in 2021. According to the car Federation, retail sales of new energy vehicles in China reached 2.99 million, an increase of 170% over the same period last year. Due to the strong demand for terminal new energy, insufficient production capacity, and abundant unpaid car orders (including large locking prices to transfer costs to automakers), the slight increase in prices will not seriously affect the overall market demand. Many car companies have set ambitious production and sales targets in 2022, so they are confident that the sales of new energy passenger vehicles will reach about 5.5 million units in 2022 and continue to achieve a high growth rate of about 70%.

Lanxiao Technology: at present, the company's ongoing industrialization projects include the National Energy Mining Jieze Tea Card Phase I 10,000-ton Project. Lanxiao Technology said in the institutional research that the company has worked hard in the field of lithium extraction from salt lakes for more than 10 years. With the rapid growth of lithium resource demand, the company continues to promote the industrialization of adsorption separation technology in the field of lithium extraction from salt lakes. Successively completed the 10000-ton lithium carbonate adsorption section of the Tibetan lithium industry, the 3000-ton construction of the first phase of Jintai lithium industry, and the 1000-ton transformation project of Minmetals Salt Lake, and successively developed technical highlights such as mother liquor recovery unit and boron removal unit. At present, the industrialization projects being carried out by the company include the national energy mining Jieze tea card first phase 10,000-ton project, Jinhai lithium industry 10000-ton whole line construction, Jintai II 4000-ton whole line construction, Minmetals Salt Lake 4000-ton reconstruction and expansion project and so on. Small and medium-sized experiments of different scales have been carried out in Qinghai, Tibet, North America, Europe, South America and other salt lakes.

[Tianneng Lithium Power recovery and Regeneration Project is located in Binhai to dispose of 100000 tons of waste lithium-ion batteries per year.] Tianneng holding Group and the people's Government of Binhai County jointly signed the "Investment Agreement on the Annual treatment of 100000 tons of waste Lithium-ion batteries for High-value Recycling and Utilization Project". It is reported that the Jiangsu Binhai Lithium Power recovery and Recycling Project covers an area of about 450 mu and is implemented in two phases.

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