[3.1 Lithium Power Express] the Ministry of Industry and Information Technology said that the development of domestic lithium, nickel and other resources should be moderately accelerated. Ningde time suggested to promote domestic lithium resources to guara

[Ministry of Industry and Information Technology: moderately speed up the development of domestic lithium, nickel and other resources] at a press conference held by the State Information Office on February 28, Xin Guobin, vice minister of the Ministry of Industry and Information Technology, said that this year will focus on meeting the production needs of power batteries, appropriately speed up the development of domestic lithium, nickel and other resources, and crack down on unfair competition such as hoarding and driving up prices. At the same time, improve the power battery recycling system, support efficient disassembly, recycling and other technologies, and constantly improve the recovery ratio and resource utilization efficiency. "View details

[Fulin Seiko: plans to build a new high-pressure solid lithium iron phosphate cathode material with an annual output of 200000 tons] Fulin Seiko announcement, the company's subsidiary Jiangxi sublimation and the Yichun Economic Development District Management Committee reached a cooperation framework agreement through friendly negotiation. The cooperation framework agreement stipulates that Jiangxi sublimation will invest 200000 tons of new high-pressure solid lithium iron phosphate cathode materials and supporting main materials integration project, R & D center and science and technology platform in Yichun Economic Development Zone, with a total investment of about 5 billion yuan. Promote the comprehensive development and utilization of lithium resources, including not limited to lithium ore development projects, lithium salt capacity construction projects, lithium battery recycling projects, etc. "View details

[Western Mining: 27% stake in Lithium Resources Company held by the controlling shareholder to be transferred 3.34 billion yuan] Western Mining announced that the company intends to transfer 27% equity stake in Lithium Resources Company held by West Mining Group, and actively participates in the development of lithium resources. involved in the lithium battery new materials industry. The transaction price is 3.343 billion yuan. Lithium Resources Company and its holding subsidiary have more than 50 patented technologies related to lithium carbonate production, and are high-tech enterprises producing battery-grade lithium carbonate. it is one of the few domestic lithium battery new material production enterprises that have broken through the salt lake lithium extraction technology and realized large-scale and industrial production. It has established and operated a battery-grade lithium carbonate production line with an annual output of 20,000 tons.

[long-term Lithium Branch: at present, products are in short supply and are expected to maintain the trend of full production and sales this year.] long-term Lithium Co., Ltd. said that at present, the company's products are in short supply, the production line is running at full capacity, and according to the orders of downstream customers, it is expected to maintain the trend of full production and sales this year, and the company's shipment volume and production capacity basically match. The company's fund-raising project 40,000 tons of the first phase of the project (ternary cathode material) has been fully put into production at the end of 2021, is now in the production line verification stage, according to the order situation, it is expected to achieve production in the near future.

[Ningde era Zeng Yuqun's suggestion: domestic lithium supply and price stabilization should be promoted] during the two sessions this year, Zeng Yuqun, member of the CPPCC National Committee and chairman of the Ningde era, will submit four proposals. related to lithium resource price stabilization, new energy storage, battery carbon footprint and lithium battery road transportation and other issues. Zeng Yuqun proposed in his proposal to ensure the supply and stability of domestic lithium resources that the current supply and demand situation of lithium resources is grim and the development of the industry is facing challenges. In view of the new type of energy storage, Zeng Yuqun proposed that all kinds of obstacles and hidden barriers restricting market competition should be broken, and a capacity electricity price policy suitable for the characteristics of the new type of energy storage should be established with reference to pumped storage, so as to form a stable and reasonable income space. build a market development environment for fair competition and promote the healthy development of all kinds of energy storage.

[Cui Dongshu, secretary general of the car Federation: high energy density batteries should be encouraged to increase the reserve of on-board cobalt resources.] according to the personal calculation of Cui Dongshu, secretary general of the Federation, the battery demand from January to December 2021 is 150 million degrees, an increase of 143% over the same period last year. Although lithium iron phosphate is developing rapidly, it is a trend to increase the energy density, and the proportion of ternary batteries in December 2021 is still the main force. Cui Dongshu believes that due to the slow improvement of domestic battery technology, production capacity determines sales, lithium iron phosphate resumes growth too fast. Recently, the trend of high energy density of new energy vehicles in Europe and the United States is obvious, especially in the United States, the electric pickup market is about to grow significantly, increasing the demand for high-end batteries. China should also accelerate the loading of high energy density batteries, make full use of cobalt resources, turn cobalt ore inventory into vehicle cobalt inventory, and achieve effective allocation of cobalt resources and improve the protection of nickel, cobalt and lithium resources through policy guidance.

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