[2.18 Lithium Express] China Automobile Association issued a declaration notice for new energy vehicles going to the countryside in 2022 | January sales of new energy heavy trucks soared and the penetration rate rose to 7.5%.

Telah Terbit: Feb 18, 2022 09:56
[2.18 Lithium Express] God-given materials: at present, the self-supply rate of raw materials of electrolyte has reached a good level. Volkswagen will increase production and determine the location of the new electric vehicle plant The price of lithium salt with smooth transmission in the middle and lower reaches of the river is expected to remain strong. Yazhong Automobile Association issued a declaration notice of new energy vehicles going to the countryside in 2022. Buy Huawei's autopilot division? Volkswagen China: no comment The sales of new energy heavy trucks soared in January, and the penetration rate rose to 7.5%.

[divine material: at present, the raw material self-supply rate of electrolyte has reached a good level] Tianci material said on the interactive platform that with the completion of the slope climbing of the company's annual production capacity of 60,000 tons of liquid lithium hexafluorophosphate, at present, the raw material self-supply rate of electrolyte has reached a good level. Because of the particularity of electrolyte storage, the inventory is generally less.

[Volkswagen will increase production and determine the location of a new electric vehicle factory] according to foreign media reports, Volkswagen may decide to build a new electric vehicle plant by the end of March and plans to increase overall production in the second half of 2022, although they expect chip shortages to persist this year.

[the price of lithium salt with smooth transmission in the middle and lower reaches is expected to remain strong] Lithium ore and salt lake lithium extraction plates rebounded sharply yesterday, with share prices of Tianqi Lithium Industry, Yongxing Materials and China Mineral Resources rising by the daily limit. Industry insiders said that after the price of battery-grade lithium carbonate exceeded 400000 yuan / ton, the cost transmission was still smooth. Under the background of the improvement of the permeability of new energy vehicles, after the Spring Festival, lithium mining companies have accelerated the development of lithium resources, and companies in the fields of downstream cathode materials, anode materials, electrolytes and so on have been busy in expanding production.

[the China Automobile Association issued the declaration notice of 2022 new energy vehicles going to the countryside] on February 17, the China Automobile Association issued the "declaration notice of 2022 new energy vehicles going to the countryside." In order to further deepen the activities of new energy vehicles going to the countryside in 2022, continue to phase out old models that are out of production, promote more new energy vehicles adapted to the characteristics of rural consumption into the catalogue of new energy vehicles going to the countryside, and uniformly declare the models that participate in the activities of new energy vehicles going to the countryside. "View details

Buy Huawei's autopilot division? Volkswagen China: no comment] Volkswagen Chinese officials responded to market rumors that Volkswagen is in talks with China's Huawei to acquire Huawei's self-driving unit for billions of euros.

[new energy heavy truck sales soared to 7.5% in January] the electrification wave is rolling in, and the market for electric heavy trucks is opening up rapidly. The latest traffic insurance terminal sales data show that in January 2022, the domestic new energy heavy truck industry sales of 2283 vehicles, a year-on-year increase of 1318%. This data also increases the penetration rate of new energy heavy trucks to 7.5%. As 99% of the new energy heavy trucks are pure electric heavy trucks that use power batteries, the relevant construction machinery giants and lithium giants have begun to develop together, and this track is continuing to heat up.

Related readings:

The battle for lithium resources is becoming more and more fierce! Yahua Group announced new progress in lithium concentrate procurement. At one point, it rose by more than 6% in intraday trading today.

Today, the concept of extracting lithium from Salt Lake has greatly increased the limit of 100 billion lithium salt giant again after 3 months. [hot stocks]

Heavy! Super large lithium ore resources discovered in the Himalayas!

Improving quality, reducing cost and increasing efficiency to help Iron and Lithium Enterprises build Core Competitiveness [SMM Analysis]

Analyze the essence behind the price through the appearance of the sharp rise of cobalt [SMM analysis]

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
1 jam yang lalu
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
Baca Selengkapnya
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: Produksi elektrolit sulfida 70 mt pada Januari-Agustus] Dari Januari hingga Agustus 2026, produksi elektrolit sulfida kumulatif Tiongkok mencapai 70 mt, naik 119,7% YoY, sudah melampaui total setahun penuh 2025 (58,29 mt). Namun, pertumbuhan mengesankan ini menutupi tiga kenyataan pahit: ① Hanya 19,6% dari target perkiraan tahunan (360 mt) yang tercapai; ② Tingkat utilisasi kapasitas pada Agustus hanya 5,82%, dengan kapasitas yang menganggur parah; ③ Harga produk terus merosot (LPSC turun lebih dari 24% dalam satu bulan). Produksi rata-rata bulanan Q4 kemungkinan besar berada di kisaran 11,5-13 mt, dengan total setahun penuh sekitar 118-121 mt, yang merupakan "pendakian solid." Perkiraan tahunan 360 mt, dengan hanya 70 mt yang diselesaikan dalam delapan bulan pertama: kesenjangan antara "peningkatan bertahap" elektrolit sulfida Tiongkok dan kenyataan.
1 jam yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
1 jam yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
Baca Selengkapnya
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
1 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
2 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Baca Selengkapnya
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Menurut Red Metal Resources pada 3 September, proyek Farellon, bagian dari properti tembaga-emas-kobalt Carrizal milik perusahaan di dekat Vallenar, Chili, telah menyelesaikan pengiriman pertama bijih tembaga sulfida, menandai transisi proyek dari tahap pengembangan ke penjualan bijih aktual dan produksi skala kecil. Penyewa dan operator proyek, Minera KMT, mengangkut batch bijih pertama ke fasilitas pemrosesan Vallenar yang dioperasikan oleh perusahaan pertambangan milik negara Chili, ENAMI, pada 20 dan 21 Agustus. Tonggak ini tercapai hanya sekitar tiga bulan setelah para pihak menandatangani perjanjian pertambangan pada bulan Mei, sekitar empat bulan lebih cepat dari jadwal pengembangan awal tujuh bulan. Farellon adalah bagian penting dari properti tembaga-emas-kobalt Carrizal. Pengiriman bijih pertama diharapkan menghasilkan pendapatan royalti bagi Red Metal dan menjadi dasar untuk perluasan lebih lanjut aktivitas penambangan dan pemrosesan. Perusahaan belum mengungkapkan kadar kobalt spesifik, output kobalt, atau tingkat pemulihan untuk bijih yang dikirim. Namun, langkah proyek menuju produksi dan penjualan aktual merupakan perkembangan baru dalam jalur sumber daya kobalt Chili di luar Afrika.
2 jam yang lalu