Minutes of SMM Bronze Morning meeting: real-time update, please refresh and view
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Minutes of SMM Aluminium Morning meeting: real-time update, please refresh and view
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Minutes of SMM lead Morning meeting: real-time update, please refresh and view
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Minutes of SMM Zinc Morning meeting: real-time update, please refresh and view
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SMM tin morning news: Shanghai tin yesterday night trend volatility narrowed, the main contract funds continue to leave the market. At this stage, the relationship between supply and demand does not change much, and the heat of capital participation in the market is low, so the price is more likely to maintain a high horizontal market.
"Shanghai-tin price volatility slows down capital exit transfer contract [SMM Tin Morning News]
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Minutes of SMM Nickel Morning meeting: real-time update, please refresh and view
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Summary of SMM Steel Morning meeting: it fell to the limit in the iron market yesterday. The port spot market quotes cautiously in early trading. The market is mainly wait-and-see, and there are few spot transactions in the port. The transaction price of super powder in Shandong area is 510 yuan / ton, down 70 yuan / ton from yesterday.
[minutes of SMM Steel Morning meeting] Port inventory accumulates mineral prices again under pressure
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Crude oil: oil prices fell more than 3 per cent on Tuesday, falling from a seven-year high after Russia said some troops were returning to base after military exercises near Ukraine, a move that appeared to ease tensions between Moscow and the west. It is not clear how many troops are being withdrawn and how far they will be evacuated.
On the dollar side: the dollar fell slightly on Tuesday as investors digested the latest news of the crisis in Russia and Ukraine. Russian President Vladimir Putin held talks with German Chancellor Helmut Schultz in Moscow on the 15th. On the situation in Europe, Putin said that Russia does not want war. Market participants were also wary of comments by Fed officials this week about the prospect of raising interest rates.
Metal futures: due to the easing of the situation in Russia and Ukraine, boosted the metal market, the outer disk generally closed higher, Lun lead, Lun Ni rose nearly 1%, Lun Zinc rose 0.71%, Lun Copper, Lun Nickel rose more than 0.5%. On the outer disk, only Lun Aluminum recorded a decline of 0.72%. The metal inner plate also warmed up, with Shanghai Aluminum falling slightly in line with the outer plate, with Shanghai Tin recording the top increase of 1.41%, Shanghai Copper up 0.76%, Shanghai Nickel up 0.47%, and Shanghai Zinc and Shanghai Tin rose slightly. The decline in iron ore in black narrowed, down 2.68% in night trading. Thread, hot coil stop falling back to temperature, there is a small increase. The increase in stainless steel expanded to 2.49%. The operation of Shuangjiao remained weak, with coking coal slightly down 0.5% and coke rising 0.19%. "View details
Precious metals: COMEX gold futures fell from multi-month highs on Tuesday, with palladium prices down about 4% after news that some Russian troops deployed near Ukraine were returning to base, weakening demand for safe-haven assets. 13:30 New York time (02:30 Beijing time on February 16, Beijing time) April gold futures contract, the most actively traded in), COMEX, fell 13.20 U.S. dollars, or 0.7 percent, to settle at 1856.20 US dollars per ounce.
Overnight market trend
Crude oil down more than 3% basic metals generally pick up iron ore decline slows [overnight market]
February 15 LME basic metal warehousing total inventory list (in tons)
List of LME Base Metals Registration and cancellation Warehouse receipts (in tons)
[SMM analysis: affected by the Spring Festival holiday, the operating rate of refined copper rods continued to decline in January and February] according to SMM survey data, the operating rate of refined copper rod enterprises in January 2022 was 56.25%, a decrease of 15.65% from the previous month, and a decrease of 10.79% over the same period last year. Among them, the operating rate of large enterprises is 58.48%, that of medium-sized enterprises is 51.63%, and that of small enterprises is 55.67%. "View details
[SMM analysis: holiday, high-priced raw materials, environmental protection and other factors restrict cable start-up from January to February.] according to SMM research and statistics, the overall operating rate of the domestic aluminum cable industry in January was 33.81%, a decrease of 4.5% from the previous month and an increase of 3.9% over the same period last year. Among them, the operating rate of large enterprises recorded 45.11%, a decrease of 4.05% from the previous month. "check the details.
[aluminum bar spot daily review: aluminum bar processing fees maintain stability market demand for aluminum bars has improved] Today, the price of processing fees in the mainstream market of aluminum bars remained stable as a whole, and some traders reduced processing fees slightly under the pressure of rising aluminum base prices. Today's market feedback, aluminum bar market downstream receiving sentiment has been significantly better than last week, with the gradual recovery of downstream enterprises, the market demand for aluminum bars has improved. "View details
[SMM analysis: Baise orderly deregulation of electrolytic aluminum production is expected to weaken] SMM believes that Baise orderly lifted community control, transportation gradually returned to normal, electrolytic aluminum plants and alumina plants are expected to stop production due to difficulties in transporting raw materials, and local electrolytic aluminum and alumina operating capacity is not expected to decline again. "check the details.
[SMM Analysis: current status and Future Forecast of important links in the Nickel Industry chain] LME Nickel has been out of stock since January and SMM believes that it will continue to be removed. The situation of nickel sulfate in the main application link of nickel beans: mainly due to the reduction of production after the loss of nickel sulfate in the past two months, the spot inventory of nickel sulfate becomes tight after continuous consumption, and the price of nickel sulfate continues to rise so as to repair profits. "View details
SMM analysis: you must know the fundamentals behind the stainless steel rally! The performance of stainless steel futures after the Spring Festival is outstanding, SMM believes that there are the following reasons: 1, the supply side: domestic stainless steel new project production is not as expected, Indonesia new capacity production is expected to start in the second quarter, the supply brought by short-term new capacity is limited. "View details
[Foshan stainless Steel Daily Review: stainless steel noodles outshine the spot again] SMM Feb. 15: today, spot prices in Foshan market have risen more, with the average price of cold rolling reaching 19000 yuan / ton, and the market price of hot rolling ranging from 19000 yuan / ton to 19300 yuan / ton. as most steel mills now pay more attention to the production of cold rolling, the market delivery volume of hot rolling has been tight for a long time. The spot of each department of the market has risen by varying degrees. "check the details.
[SMM attention: Baise City issued notice on orderly deregulation of Community production reduction expected to weaken] according to SMM, although Debao and Jingxi have not lifted control, traffic control in other areas of Baise has been basically lifted, and shipments of chromium ore and ferrochrome will gradually return to normal; ferrochromium manufacturers are expected to reduce and stop production due to shortage of raw materials. "View details
[SMM Daily Review: iron works maintain a light trading attitude without reducing chromium iron] on February 15, the quotation of high-carbon ferrochromium in Inner Mongolia was the same as the previous trading day; although recently, the mentality of iron mills and traders on the current price of high-carbon ferrochromium is still low, and the overall transaction situation is light; the control and control of the epidemic in Baise area has been liberalized in an orderly manner, and shipments of chromium ore and ferrochrome are expected to resume step by step. "View details
[SMM analysis: the Development and Reform Commission has made a sound of iron ore falling to the limit for many times! Is it hard to brake in the short term? Today, iron ore fell to the limit due to the news from the National Development and Reform Commission (NDRC). SMM believes that during the Winter Olympic Games, there is still room for further decline in blast furnace operating rate in the north, iron ore demand is difficult to increase, in the case of weak demand, and the NDRC frequently regulates and regulates iron ore prices, ore prices will operate under pressure and concussion in a short period of time. "View details
[SMM Coke spot Daily Review: the third round of coke price reduction resistance] generally speaking, the demand of some steel mills increased, the inventory pressure of coking enterprises alleviated, coupled with the loss of some coking enterprises, the resistance to coke price reduction increased, and the resistance to coke price reduction in the third round increased, but the price reduction willingness of mainstream steel mills is still strong, and it is expected that coke will be stable and weak in the short term. "View details
[SMM coke market depth analysis: the actual situation of coke supply and demand the possibility of the third round of price reduction is still relatively large] on February 15, individual steel mills in Tangshan, Hebei Province, raised and reduced the coke purchase price by 200 yuan / ton in the third round. Steel mills and coke enterprises have already started a game on the third round of coke price reduction. According to the research of SMM, some coking enterprises have strong resistance to the third round of price cuts. "View details
According to SMM survey of 34 independent EAF steel mills producing building materials, only 9 of the sample enterprises have resumed production, and most of them are unsaturated production, with an operating rate of 18%. [SMM EAF operating pressure is high and the pace of resumption of production obviously lags behind] according to SMM's survey of 34 independent EAF steel mills producing building materials, only 9 of the sample enterprises resumed production, and most of them were unsaturated production. "View details
[SMM comment: Guangxi Baise removes "no entry, no exit" control measures. According to a notice issued by the official of Baise, Guangxi at 00:00 on the 15th, starting from 00:00 on February 15, the "no entry, no exit" control measures outside Baise will be lifted. The outbreak of the epidemic has little impact on the production and transportation of manufacturers, but under the release of a small amount of rigid demand from the terminal in mid-February, the price reduction is obvious, and the market price still has a weak trend. "View details
[SMM Silicon-Manganese Daily Review: the market mentality has been shaken and the price of Si-mn has weakened slightly] on February 15, the market price of Si-mn decreased slightly. As far as SMM knows, since the Spring Festival, retail transactions have not been carried out in a large area, superimposed with the recent poor market performance, the market mentality has been shaken, and today's quotation has decreased slightly. "View details
[SMM Manganese Daily Review: under the influence of downstream costs, the inquiry performance of non-mainstream manganese mines is stronger than that of mainstream manganese mines] according to SMM, due to the influence of downstream manganese alloy costs, the enthusiasm of inquiry for non-mainstream manganese mines in the market is stronger than that of mainstream mines. Although the inquiry for manganese ore in the post-holiday market is highly active and the price of manganese ore continues to rise, some miners say that the current market price is a little chaotic, and they dare not easily enter other minerals whose market is temporarily good in the future. "check the details.
[SMM analysis: refineries stop production of Taiwan coke supply tight metal silicon plants increase production costs] imported petroleum coke used by domestic metal silicon plants mainly comes from Taiwan, and the sudden shutdown of production by Formosa Plastics refineries in January has led to a short-term cut-off in the supply of imported high-sulfur coke. To make matters worse, after the Spring Festival holiday, petroleum coke users returned to work and production. Domestic petroleum coke prices rose under the stimulation of more profits at both ends of supply and demand. "View details
[SMM Analysis: the bidding price of Henan molybdenum mining enterprises may lead the molybdenum price to rise again] SMM, February 15, according to SMM understanding, a large molybdenum mine in Henan Province once again held online bidding bidding for molybdenum concentrate on February 15. In the short term, the domestic molybdenum price still has some room to rise. On the one hand, the downstream terminal demand is still good. "View details
[SMM Daily Review: light rare earth market temporarily stable short-term rare earth upstream supply is still tight] with regard to light rare earths, it is reported that spot shipments such as praseodymium-neodymium oxide increased yesterday. For the supply and demand of praseodymium-neodymium products, the market wait-and-see mood is getting stronger, and the one-day increase of praseodymium-neodymium products "View details
[behind the annual report of copper foil enterprises: lithium copper foil is in short supply this year and there are many plans to expand production] according to the copper foil branch of the China Electronic Materials Industry Association, there will be 100500 tons of new copper foil production capacity in 2022, of which 85% will be lithium copper foil, about 85000 tons. However, it can not be ignored that the copper foil production process is complex, from capacity construction to formal production cycle of three years, the current construction of copper foil production capacity in the short term, it is difficult to resolve the situation that copper foil supply exceeds demand. "View details
[Peruvian community resumes road blockade on Las Bambas copper mine] A Peruvian community said on social media on Sunday that it would restart the road blockade of the Las Bambas mine in MMG, although a second community agreed to a 45-day armistice. Las Bambas, which produces 2 per cent of the world's copper supply, has said it would have to stop production on February 20 if the roads were not cleared by then. "View details
[the list of energy efficiency "leaders" of key energy use industries in 2021 released a number of non-ferrous enterprises on the list] the Ministry of Industry and Information Technology previously announced the list of energy efficiency "leaders" of key energy use industries in 2021. 49 enterprises in iron and steel, coking, copper smelting, lead smelting, zinc smelting, cement, crude oil processing, ethylene, synthetic ammonia, methanol, calcium carbide, caustic soda, soda ash and other industries were on the list, including 3 iron and steel enterprises and 5 coking enterprises. There are 1 copper smelting enterprise, 3 lead smelting enterprises and 2 zinc smelting enterprises. "View details
[orderly lifting of Community Control in Baise City] according to SMM, the headquarters of the leading Group of COVID-19 epidemic Prevention and Control work in Baise City issued a "notice on orderly lifting of Community Control" on February 14, 2022, the notice shows: first, from 00:00 on February 15, lifting the "no entry, no exit" control measures with outside Baise, high-speed rail, high-speed, and air traffic will resume normal traffic, and road and waterway passenger transport will resume normal operation. In principle, the general public do not leave the city, if they really need to leave the city, they need to report to their townships (towns) and streets, and hold the negative certificate of nucleic acid test within 48 hours. Second, there is no positive infection in this round, and six counties with no positive infection in three regional nucleic acid screening within 7 days and months have been under global control, and the global control has been lifted and turned into normal prevention and control. 3. In the four counties (cities and districts) with positive infection in this round, which have been under global control for seven days and have no positive infection in three times of regional nucleic acid screening, except for closed control areas, control areas and prevention areas, other areas can be removed from control and become normal prevention and control. 4. Debao County and Jingxi City: continue to implement the existing control measures, and the specific time for lifting the control depends on the lifting of the medium and high risk areas. In the course of implementation, it will be lifted according to the release standard of the closed control area, the control area and the prevention area, and the corresponding prevention and control measures shall be maintained before the release, and will be lifted after evaluation according to the standard. SMM believes that Baise lifted community control in an orderly manner, transportation gradually returned to normal, electrolytic aluminum plants and alumina plants are expected to stop production due to difficulties in transporting raw materials, and the operating capacity of local electrolytic aluminum and alumina is not expected to decline again.
[Ningbo Hengyao annual production of 30 million sets of new energy auto parts assembly project] Xiangshan County Development and Reform Bureau reported that recently, Ningbo Hengyao Electronic Technology Co., Ltd. has completed the new project of annual production of 30 million sets of new energy auto parts assemblies for the record. The project is located in Dmuri 2-01-5, Chengdong Industrial Park, Xiangshan County, and is scheduled to start construction in May 2022, with a total investment of 250 million yuan, including 241 million yuan in fixed assets. The total land area is 60.02mu and the total construction area is about 330000 square meters, forming an annual production scale of 30 million sets of MOC brushes.
Behind the continued record high aluminum prices: the "benefits" brought about by the continued decline in supply? Many commodity prices "rose sharply" in the first 10 months of 2021. After October, due to the implementation of the coal supply policy, many commodity production capacity was restored and prices fell sharply. However, unlike other commodities, aluminium prices have strengthened again recently after falling, and London aluminium prices have reached their highest level since 2008. In essence, the rise and fall of commodity prices is closely related to supply and demand. This round of aluminum prices reached a decade-high high, mainly due to limited supply, higher costs, and no significant reduction in demand. "View details
[Hindalco plans to increase electrolytic aluminum production capacity] according to foreign media reports, Hindalco is planning to increase its aluminum production capacity as global supply shortages and strong demand push aluminum prices to record highs. Over the past few years, Hindalco has focused on downstream aluminum business, with annual primary metal production stable at 1.3 million tons. Satish Pai, managing director, said growing demand for aluminium in electrification, electric vehicles and packaging had led the company to refocus on alumina and major industrial metals. "View details
[Western Mining achieved a total profit of 361 million yuan] in January, the Western Mining Group achieved a total profit of 361 million yuan, an increase of 89% over the same period last year, successfully achieving a "good start" in the first month. Yulong Copper Industry strives for progress in stability, Xitieshan Branch goes up, Xinyuan Mining Industry grows steadily, Qinghai Copper Industry sets sail, Chaka Salt Lake Scenic spot savings waiting to be developed …. These changes in all aspects interpret the steady development of the western mining industry and provide a strong support for the "good start" of the first quarter. The company's strategic emerging industries are rising and growing rapidly and gradually become a new economic growth point. The western magnesium industry actively broadens the market, innovates the sales model and implements the sales incentive mechanism. In January, the sales volume of high-purity magnesia increased by 390.56 tons over the budget, and the profit increased by 429700 yuan. The first external steel structure platform processing and installation project undertaken by the West Mining Steel structure Company has officially started, which marks a key step for the West Mining Steel structure Company to undertake the external project.
[Kipushi zinc mine will resume commercial production] Feb. 14, Canadian listed miner Ivanhoe Mines said on Monday that it had signed an agreement with Gecamines, the state-owned mining company of the Democratic Republic of the Congo, to resume commercial production of the Kipushi zinc mine. According to Ivanhoe, the average grade of zinc produced by the Kipushi mine in the first five years will be 36.4%. "View details
[Ivanhoe Mining signs agreement with Gecamines to develop Kipushi zinc mine] Ivanhoe Mining said on Monday that it had signed an agreement with Gecamines, a state-owned mining company in the Democratic Republic of the Congo, to put the Kipushi zinc mine back into commercial production. Ivanhoe said Kipushi had an average zinc grade of 36.4 per cent in the first five years of production. "View details
[Shanghai zinc inventory surged nearly 60% to a two-year high] data released by the London Metal Exchange (LME) show that Lun zinc inventory entered the downward channel again after rising to a two-and-a-half-month high of 209175 tons on December 14 last year. Last week, Lunn zinc inventory continued to be eliminated, with the latest inventory level of 151525 tons, falling to a two-month low of more than two months, and is constantly approaching the previous low of 150400 tons. Data released last week showed that zinc stocks in Shanghai increased sharply in the first week after the festival, rising 57.84 per cent to 145735 tons in the week of February 11, the highest level in the last two years. "View details
[Seligdar2021, a Russian mining company, increased tin production by about 15 per cent a year.] in 2021, the company mined about 585000 tons of ore and processed 544000 tons of it. In 2021, the two mines produced a total of about 2908 metal tons of tin concentrate. The production of Festivalnoye (1651 tons) continues to be higher than that of Pravourmiyskoye (1257 tons), overtaking the latter to become the largest tin mine in Russia in 2020. The increase in production is partly due to improvements in the Solnechnaya concentrator in 2021. "View details
[the routine overhaul of the Laibin smelter of Huaxi Group is expected to affect the output of refined tin of about 1200 tons] according to investigation and understanding, the Laibin smelter of Guangxi Huaxi Group has carried out normal annual maintenance around February 10, and its Osmet furnace has stopped production and entered a slow cooling stage, followed by the replacement of refractory bricks and maintenance. It is expected that the shutdown and overhaul will take up to 45 days, affecting the output of refined tin of about 1200 tons. "View details
[Metals X tin production fell 4.5% month-on-month in the fourth quarter of 2021 due to force majeure of Malaysia smelter] Metals X announced its latest operating results for the fourth quarter of 2021. Compared with the previous three quarters, Renison's production declined in the fourth quarter, as did the amount of ore mined and ground. However, the grade and overall recovery of the material are still very high. According to the company, the amount of recycling achieved during the reporting period was the third highest on record. "View details
[electric cars stimulate demand for nickel in 2021 despite chip shortages] HSBC forecasts an average LME nickel price of $19493 a tonne in 2022 and UBS forecasts $21477 a tonne. ANZ (ANZ) forecasts nickel prices will be between US $21000 and US $21500 per tonne, ED&F Man capital markets estimate US $21950 per tonne, and (Commerzbank), a German commercial bank, predicts that nickel prices will hit US $22000 per tonne by the end of 2022. "View details
[Huaxin Lihua Nickel Metal production capacity full opening and expansion of Shandong Yantai stainless Steel Plant] Huaxin Huawei controls the source of stainless steel raw materials. In 2020, Huaxin Huawei spent at least US $500 million to build an annual nickel pig iron plant with an annual capacity of 36000 tons in Qingshan Industrial Zone, Indonesia. All four nickel metal production lines have been opened in 2021, and the self-built power plant has been completed in 2021 and officially put into operation in January 2022. This year, the goal is to fully open nickel metal production capacity. "View details
[Baosteel Desheng 1780 stainless steel production line realizes double steel co-rolling] with the smooth passage of two pieces of steel in the finishing mill, the first F5 throwing steel and the second F1 steel biting steel, the 1780 production line of Desheng Hot Rolling Plant of Baosteel breaks through the rolling gap limit and successfully realizes the simultaneous on-line rolling of double steel in the finishing mill, becoming the seventh hot strip production line with this technology in China. "View details
[Jiuquan Iron and Steel Hongxing 2022 stainless steel production target 1.04 million tons] on Feb. 10, Gansu Jiuquan Iron and Steel Group Hongxing Iron and Steel Co., Ltd. held the 16th meeting of the Seventh Board of Directors, which examined and approved the production and Management Plan of the Company in 2022. Agree with the company's production and operation plan for 2022, which plans to produce 8.9 million tons of pig iron, 10.6 million tons of steel (including 1.04 million tons of stainless steel) and 10.35 million tons of steel (including 970000 tons of stainless steel), with a planned operating income of 54 billion yuan. "View details
[Wujin stainless steel pipe with an annual output of 3500 tons of precision super-long stainless steel pipe breaks the foreign monopoly to improve the independent supply capacity of key components] A year ago, the enterprise reported good news again that the key special alloy pipe project with a total investment of 3.23 billion yuan was selected into the list of major projects in Jiangsu Province in 2022. "View details
[Delong II stainless steel project has an annual output of 1.35 million tons of stainless steel continuous casting slabs] it is reported that the stainless steel production line slabs of the second phase have been successfully cast off the line in the afternoon of February 11, with a steel grade of 304. At present, it is still in the stage of trial production, and the new production capacity will be released gradually after further optimization and commissioning and improvement of equipment matching. "View details
According to reports, Indonesia's Qingshan high nickel matte has received continuous attention from industry insiders. At present, high nickel matte products from the Morowali Park in Castle Peak, Indonesia continue to ship and deliver to Zhongwei and Greenmei. "View details
[Hesheng Silicon Industry plans to launch a polysilicon project with an annual production capacity of 200000 tons in 17.5 billion to further expand the layout of the company's whole industry chain.] on the evening of February 14, Hesheng Silicon Industry issued an announcement in order to further expand the layout of the company's whole industry chain and enhance the company's competitive advantage. Through the wholly-owned subsidiary Xinjiang Central Hesheng Silicon Industry Co., Ltd., the company plans to carry out the "Xinjiang Central Hesheng Silicon Industry Integration Project (annual output of 200000 tons of high-purity polysilicon project)" investment construction in Xinjiang Urumqi Ganquanbao Economic and technological Development Zone (annual output of 200000 tons of high-purity polysilicon project). The total investment of the project is estimated to be 17.5 billion yuan. "View details
[Zangge Mining: plans to subscribe for Ultra shares to strengthen upstream lithium resource end layout] Zang GE Mining announced that the company intends to subscribe for 23 million additional shares of Ultra through the company or designated entities, with a total subscription price of C $4.14 million, and hold 19.47% of Ultra shares after the additional offering. The company indirectly holds stakes in Ultra and its Laguna Verde Salt Lake Lithium Project in Argentina. The Laguna Verde Salt Lake Lithium Project is still under exploration and construction.
[cross-border "lithium" vertical sector head enterprises want to enter] on the evening of February 13, Pritt issued a reminder notice on planning a major asset restructuring, saying that it intends to restructure a new energy company with cash and increase its cash capital to increase the production capacity and business development of the target company. After the completion of this transaction, the underlying company will become a holding subsidiary of Pulit.
[Xiamen tungsten industry's net profit increased by 92.04% in 2021, production, sales and prices of major tungsten and molybdenum products all increased compared with the same period last year] Xiamen tungsten industry released its performance KuaiBao. In 2021, the company achieved operating income of 31.8424917 billion yuan, an increase of 67.91% over the same period last year. The net profit belonging to shareholders of listed companies reached 1.1792991 billion yuan, an increase of 92.04% over the same period last year. Basic earnings per share is 0.8387 yuan. "View details
[Zangge Mining: a new production line for extracting lithium by 2000t/an extraction] Zangge Mining (000408.SZ) said on the investor interactive platform on February 14 that the 10,000-ton lithium carbonate production line built by the company uses adsorption to extract lithium carbonate with a yield of about 80%. In order to make full use of bittern water resources, the lithium carbonate mother liquor was recovered by salt field concentration. That is, the lithium carbonate mother liquor is concentrated in the salt field to form the raw material brine of lithium carbonate (old brine). The process is simple, and the existing salt field system is used to realize the recovery and utilization of lithium mother liquor, but the recovery period is long. Through research and development and experiments, the company changed the recovery of lithium carbonate mother liquor to the extraction method, and built a new lithium extraction production line by 2000t/an extraction, which correspondingly shortened the recovery cycle and saved the production cost. The company's existing lithium carbonate production capacity is still 10,000 tons.
[Zangge Mining: the company's existing lithium carbonate production capacity is 10,000 tons] Zangge Mining said on the investor interactive platform on February 14 that the company's existing lithium carbonate production capacity is 10,000 tons, relying on Chaerhan Salt Lake, based on the advantages of salt lake lithium extraction technology, expanding salt lake resources, no distractions, focusing on salt lake lithium extraction. In 2022, the company will concentrate human, material and financial resources to accelerate the progress of the procedures for mining rights in Ali Mamicuo Salt Lake in Tibet, invest and build as soon as possible, and step up arrangements for in-depth exploration of the three salt lake exploration rights currently held by the company. implement resource reserves, improve mining procedures, design and development plans. Through the development of the above matters, so as to achieve the rapid improvement of the production capacity and scale of lithium carbonate.
[Nandu Power: 25000 tons of capacity of the first phase of the lithium recycling project is expected to be released in March] according to Nandu Power sources, 25000 tons of capacity of the first phase of the company's 100000 tons of lithium recycling project will be released one after another from March this year, and the first to come out is lithium salt. The production cycle of recycled waste batteries from batteries to resources is about 20 days. When the price of raw materials is stable, the company expects the gross profit of the products to be about 20% and 30%.
[Longbai Group: the first phase of the lithium-ion battery material industrialization project with an annual output of 200000 tons has been completed and trial production] Longbai Group announced that the production line of the first phase of the lithium-ion battery material industrialization project with an annual output of 200000 tons invested by Longbai New Materials, a wholly-owned subsidiary, has been completed and has now entered the stage of trial production. After the project is officially put into production in the future, it will help the company to form a more complete lithium electricity new material industry system, lay the foundation for the company to develop and produce positive and negative materials for new energy batteries, and will help the company to create new profit growth points.
Strengthen the distribution of upstream lithium resources! Zangge Mining intends to subscribe for Ultra shares to focus on LagunaVerde Salt Lake Lithium Project Exploration in Argentina] on the evening of February 14, Zangge Mining announced that the company intends to subscribe through the company or designated main body to subscribe for 23 million additional shares of Ultra, with a total subscription price of C $4.14 million, and hold 19.47% of Ultra shares after the issuance. Zangge Mining has an indirect stake in Ultra and its LagunaVerde Salt Lake Lithium Project in Argentina. "View details
380 million yuan! The first phase of Hangsheng Lithium Energy 100000 ton electrolyte Project starts. Hangsheng Lithium Energy Investment and Construction "Hangsheng New Energy Industry Park" is located in Xiaozhaiba Town, Xifeng Economic Development District, Guizhou Province, covering an area of about 215mu. Among them, the "100000 tons lithium battery electrolyte project" covers an area of 80 mu, with an investment of 380 million yuan in the first phase of the project to build an automatic electrolyte production line, which is scheduled to be completed and trial production in October this year. "View details
[Chuanjinnuo: 100000 tons of purified phosphoric acid is expected to be put into production this month] Chuanjinnuo said on the interactive platform that 100000 tons of purified phosphoric acid is expected to be put into production this month, and the purified phosphoric acid can be used as a raw material for the preparation of iron phosphate and lithium iron phosphate. The company's 5000-ton iron phosphate project at Dongchuan base in Kunming is normal, and the lithium iron phosphate products produced in cooperation with downstream customers have been used to verify the use of new energy battery enterprises with good performance.
According to the Institute of Geology and Geophysics of the Chinese Academy of Sciences, the scientific investigation and research team of the Qinghai-Tibet Plateau discovered super-large lithium deposits in the Qiongjiagang area of the Himalayas. The lithium deposit is considered to be "expected to become the third largest lithium deposit in China after Bailongshan in southern Xinjiang and methyl card in western Sichuan", and is "the first pegmatite lithium deposit with industrial value in the Himalayas". The relevant results are published in the Journal of Rock. Qin Kezhang, head of the scientific research team, said that the lithium oxide resources in the orebody can reach 1.0125 million tons, "this value is based on the conservatively estimated orebody volume and lithium oxide resource content." Qiongjiagang Lithium Mine has good mining conditions. "
[rare earth mineralized alkaline complex discovered for the first time in East Kunlun, Qinghai Province] recently, the Qinghai Geological Survey Institute has discovered neodymium (Nb), tantalum (Ta), praseodymium (P) and rare earth element (REE) mineralized alkaline complex for the first time in the Dagle area of the middle part of East Kunlun. Preliminary mineral exploration has identified a Nb and P mineralization body, and Ta and REE rare earths are also accompanied by mineralization, showing great metallogenic potential. The above results have been published in geotectonics and metallogeny sponsored by Guangzhou Institute of Geochemistry, Chinese Academy of Sciences. "View details
[Rio Tinto: doing its best to meet China's demand for iron ore quality and quantity] on the morning of February 14th, Luo Tiejun, vice president of China Iron and Steel Association, and Fang Ruisi (Simon Farry), vice president of iron ore marketing at Rio Tinto, held a video conference. The two sides exchanged views on the operation of China's iron and steel industry, Rio Tinto's production and sales, recent iron ore market situation, and so on. Fang Ruisi introduced the recent production and operation of Rio Tinto and will do its best to meet China's demand for the quality and quantity of its iron ore. "View details
The regulator repeatedly stated that the price of iron ore futures was overvalued as a result of the falling limit. Iron ore futures fell by the limit on Tuesday. The relevant departments said that they are highly concerned about the changes in iron ore prices and will take further effective measures to maintain the normal order of the market. Regulators said iron ore prices fell significantly after a crackdown on speculation. Market participants said that the current round of iron ore prices continue to rise in the process, downstream demand has not improved significantly. From the perspective of supply and demand, there is no obvious gap between supply and demand in the current iron ore market; from the perspective of valuation, the current iron ore price is still much higher than the mainstream mine cost, which is suspected of overvaluation. "View details
[three ministries jointly remind and warn some iron ore trading enterprises: do not maliciously hype, hoard, bid up prices] in view of the recent abnormal fluctuations in iron ore prices, the Price Supervision and Competition Bureau of the General Administration of Market Supervision, the Price Department of the National Development and Reform Commission, and the Futures Department of CSRC jointly held a meeting to learn in detail about the changes in port inventory of iron ore trading enterprises and their participation in spot transactions during the iron ore period. Remind and warn relevant enterprises not to fabricate and publish false price information, not to maliciously hype, hoard, or bid up prices, and call on relevant state-owned enterprises to take the initiative to assume social responsibility to help the government ensure stable prices. The relevant departments pay close attention to the changes in iron ore prices and will take further effective measures to maintain the normal order of the market. In the next step, the General Administration of Market Supervision will pay close attention to changes in market prices and severely crack down on illegal acts such as fabricating and spreading price increase information, hoarding and hoarding, and driving up prices.
[Brazilian Environment Agency: Vale seeks permission to expand Brazilian mines] Vale is seeking approval to expand two iron ore mines in southeastern Brazil. Vale, the world's second-largest iron ore producer, is continuing to recover from the tailings dam disaster three years ago. The local environmental department said Vale had submitted an application to expand its Ca pao Xavier and Mar Azul mines in Minas Gerais and asked for permission to carry out further exploration and drilling at the two mines.
Terminal information
[global sales of narrow new energy passenger vehicles reached 6.23 million in 2021] according to the passenger vehicle Association, global sales of narrow new energy passenger vehicles reached 6.23 million in 2021, an increase of 118% over the same period last year, and a market penetration rate of 7%. The penetration rate of new energy vehicles in China and Europe has reached 13%. The sales of new energy passenger vehicles in China has reached 53% of the global market share, and the share of pure electric vehicles in the global market is as high as 61%.
[the United States will invest $5 billion in charging stations] recently, the Biden administration announced a plan to allocate nearly $5 billion over five years to build thousands of electric vehicle charging stations. The government will allocate $615 million first in 2022, but states must first submit plans for the use of the funds and obtain federal approval.
[Jijia Weichuang: domestic substitution of photovoltaic equipment has been achieved on Topcon, HJT and other technology routes] Jiajia Weichuang said on the interactive platform that the company's photovoltaic equipment has achieved domestic substitution in Topcon, HJT and other technology routes, and continues to reduce costs and improve efficiency through technological innovation.
[Shaanxi Nonferrous production and Operation reached the highest level in more than 10 years, profit in 2021 increased by 226.2% compared with the same period last year] on January 28, it was learned from Shaanxi Nonferrous Metals Group that its annual operating income in 2021 was 161.818 billion yuan, an increase of 19.86% over the same period last year. The total profit was 2.515 billion yuan, an increase of 226.2% over the same period last year, showing a trend of "outstanding reform achievements, relief of operating pressure, improvement of development quality, and continuous improvement of efficiency". The operating effect reached the highest level in more than 10 years. "View details
[large-size silicon wafers favored by the market Shuangliang Energy Saving and Trina Solar signed a large order of 15.95 billion yuan] on the evening of February 14, Shuangliang Energy Saving announced that the wholly-owned subsidiary Shuangliang Silicon Materials (Baotou) Co., Ltd. and Trina Solar signed a "single crystal wafer procurement framework contract". From 2022 to 2024, Trina Solar is expected to purchase 1.892 billion single crystal wafers from its subsidiaries, with a total sales amount of 15.95 billion yuan. "View details
[wafer foundry giant Suzhou factory shutdown has been warned by design companies due to epidemic disease. Analysts: fear of aggravating chip shortage] on February 14, UMC issued a statement on its official website, UMC said in a statement on its website that its 8-inch wafer factory and warship chip manufacturing company in Suzhou had been suspected of infecting novel coronavirus, and production activities were gradually suspended in order to cooperate with the full staff inspection of the competent authorities, and then resumed work in full with the approval of the competent authorities after the testing. The epidemic black swan once again invaded the fragile chip supply chain, and after the shutdown of the Suzhou plant, downstream IC design customers announced operational risks. "View details
[Zhejiang Jiaxing Annuo Semiconductor closed Test Center project is expected to produce 10 billion chips per year] February 11, Zhejiang Jiaxing Pinghu Annuo Semiconductor closed Test Center project officially started, and the main construction of the project is expected to be capped by the end of this year. According to news from Xindai Town, Pinghu City, the semiconductor closed test center project of Zhejiang Annuo Logic Technology Co., Ltd. has a total investment of 670 million yuan and covers an area of 33.6mu. After the completion of the project, it will form an annual production capacity of 10 billion chips, with an estimated additional output value of 1.5 billion yuan. "View details
[Ford continues to suspend some assembly plants this week due to chip shortages] according to foreign media reports, Ford said on Monday that it would continue to shut down some assembly plants in the week starting February 14 due to global semiconductor supply shortages. Ford said in an email that it would stop production of its Transit van production lines at its assembly plants in Ohio and Kansas City, and reduce shifts at the Kentucky truck plant, Chicago and Dearborn truck assembly plants.
[total investment 4 billion yuan Zhejiang Zhongxin wafer epitaxial project is expected to be completed in November] according to Zhejiang State-owned Capital Operation Co., Ltd., Zhejiang Zhongxin Wafer Technology Co., Ltd. has a total investment of 4 billion yuan in the epitaxial project of Zhejiang Lishui Zhongxin Wafer Technology Co., Ltd. to build an annual output of 2.4 million 12-inch and 1.2 million 8-inch semiconductor silicon epitaxial wafers in Lishui Economic and technological Development Zone. The project officially started on November 17, 2021, and is expected to be completed in November 2022 and put into operation in 2023. After reaching full production, the annual output value will reach 5 billion yuan, which is expected to become the leading production base of silicon epitaxial wafers in China.
(the lack of core in AFS: has reduced global production by 530000 vehicles this year. China accounts for 10 per cent of global production this year.] according to foreign media reports, according to the latest data from automotive industry data forecasting company AutoForecast Solutions ((AFS), as of February 13, due to a shortage of chips, the global automobile market has lost about 527400 vehicles this year, a sharp increase of 42 per cent from the cumulative production reduction of 370500 as of February 6. Among them, the cumulative production reduction in the Chinese car market remains unchanged at 51100 vehicles, accounting for 10 per cent of the cumulative production reduction in the global car market. "View details
[shortage of non-memory chips or easing Huabang Power's substantial increase in 20nm production at its new plant] niche DRAM and flash memory maker Huabang expects monthly production at its new 12-inch fab in Kaohsiung to grow to 10, 000 by the fourth quarter of 2022 and to 20, 000 by the fourth quarter of 2023, using an internally developed 25Snm process, the equivalent of the 20nm process. "View details
[BOE follows Korean factory to lock 2023 high-end iPhone OLED panel] South Korean industry sources say that panel maker BOE plans to supply Apple's iPhone15 series of high-end OLED panels in 2023. So far, BOE has only supplied Apple's lower-end iPhoneOLED panels, a sign that BOE is trying to narrow the technology gap with Korean factories.
[joint meeting of passenger cars with general price increases for new energy vehicles: a slight price increase will not affect the policy of sales improvement or the introduction of policies to promote consumption] the general increase in prices caused by subsidies and price increases in raw materials has not really affected the increase in sales of new energy vehicles. According to data released by the passenger car Association on February 14, retail sales of new energy passenger cars reached 347000 units in January 2022, an increase of 132% over the same period last year. Although there was a 27 per cent month-on-month decline, Cui Dongshu, secretary-general of the Joint passenger cars Association, said, "due to the subsidized retreat node in December (2021), there has been a high growth and high pull-up. From the perspective of the calendar year, 1 "check the details."
The US Department of Energy spends nearly 20 billion yuan to develop the battery industry chain! Recently, in the field of batteries, the "sense of existence" in the United States is very strong. For example, last week, there was news in the market that "the Ningde era is worried about being put on the sanctions list by the United States and is seeking help from professional agencies in the United States to inquire about the possibility of being sanctioned by the United States." Ningde Times clarified that the news was false. "View details
[SK On plans to increase the annual production capacity of Jiangsu Yancheng plant 30GWh] according to industry insiders, South Korean battery maker SK On plans to increase the annual production capacity of China's Jiangsu Yancheng plant and Hungary's Ivansa plant by 30GWH respectively, with a total budget of 6 trillion won (about 31.9 billion yuan). At present, the total production capacity of, SK On in China is 27GWh. after the expansion is completed, the company's production capacity in China has increased by more than 111%.
[Bowei alloy: the production capacity of Vietnam's photovoltaic module production line will be increased from the original 700MW to 1GW in 2021] Bowei alloy said on the interactive platform that the company carried out a technical transformation of the Vietnam photovoltaic module production line in 2021, upgrading the battery size from the original 166to compatible with 182 700MW 210, while increasing the production capacity from the original 700MW to 1GW.
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