Lithium carbonate rose from 50, 000 to 500000, nearly 40 new energy vehicles have raised prices one after another. The agency said sales of new energy vehicles exceeded expectations in February.

Publicado: Mar 14, 2022 09:42

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[3.14 Lithium Express] Li 9 days 5 board Songdu Co., Ltd.: it will contribute 1.6 billion yuan to the lithium extraction project of Lithium Carbonate Salt Lake with an annual output of 50, 000 tons by Argentina Lithium potassium Co., Ltd. Zhejiang Taizhou invests more than 10 billion Yongtai New Energy Materials Industry Park to sign a contract involving lithium materials. Lithium carbonate has risen from 50, 000 to 500000. Nearly 40 new energy vehicles have raised their prices one after another. Li Yi Wei Li Energy: at present, the market demand for ternary cylindrical batteries, including 18650 and 21700, is very good. About 100 Japanese companies have joined Foxconn's electric vehicle project. Citic Securities: the sales of new energy vehicles are higher than expected and the boom in the industry is expected to continue.

[9 days 5 board Songdu shares: will advance 1.6 billion yuan for the lithium carbonate extraction construction project of Argentina Lithium potassium Co., Ltd.] Songdu shares announcement, Songdu Lithium Co., Ltd. signed a "consortium agreement" with Qidi Qingyuan to form a consortium to jointly participate in the implementation of the equipment, operation and technical services of the lithium carbonate construction project of Argentina Lithium potassium Co., Ltd. with an annual production capacity of 50,000 tons in Lithium Carbonate Salt Lake. Under the relevant contract, the purchase amount of equipment involved is 1.6 billion yuan, and Song du Like provides financial assistance of 1.6 billion yuan for all the contract equipment funds. Song du Like has the right to charge interest at an annual interest rate of 8% according to the amount advanced. For the full advance of the contract equipment and the corresponding interest, Mount Qomolangma in Tibet shall be repaid in three early instalments within three years after the completion and acceptance of the membrane process section of the project or within three years from March 31, 2024 (including March 31, 2024). At the same time, during the cooperative operation period, Mount Qomolangma in Tibet shall calculate the product handling fee and operation incentive fee and pay it to the consortium every month in accordance with the agreement. During the deliberation of the board of directors, the three independent directors of the company abstained from voting on the motion on signing a cooperation agreement and providing financial assistance to the outside world.

[Zhejiang Taizhou invested more than 10 billion Yongtai New Energy Materials Industry Park project involving lithium materials] the signing ceremony of Yongtai New Energy Materials Industrial Park project was held in Linhai on the afternoon of March 11. With a total investment of more than 10 billion yuan, the project will build an one-stop supply base for lithium materials around new energy materials. According to reports, Zhejiang Yongtai Science and Technology Co., Ltd., a subsidiary of Yongtai Holdings, is a state-level key high-tech enterprise specializing in R & D, production and sales of fluorine fine chemicals. It began to enter the field of new energy lithium materials in 2016, built lithium materials projects, and expanded new business areas in fluorine-containing products.

[lithium carbonate rose from 50, 000 to 500000 nearly 40 new energy vehicles have raised prices] it has been learned from a number of car companies that this round of price increases in February ranges from thousands to tens of thousands of yuan. Since March, nearly 20 new energy car companies have announced price increases, involving nearly 40 models. This round of price increases in the new energy vehicle market is mainly divided into two situations, one is a simple price increase of products, and the other is to improve product configuration and raise prices. Liu Erlong, executive deputy general manager of a new energy materials company in Jiangxi, said: "the price of lithium carbonate was basically around 50, 000 yuan per ton at that time, but after more than a year, it has risen to 500000 yuan per ton."

[Yiwei Lithium Energy: the market demand for ternary cylindrical batteries including 18650 and 21700 is very good.] according to the investor relations activity record table disclosed by Yiwei Lithium Energy, in the afternoon of March 10, Yiwei Lithium Energy said in an institutional survey that the market demand for ternary cylindrical batteries, including 18650 and 21700, is very good, and the company is committed to expanding the scale of superior products, so it is in cylindrical battery business. We will continue to expand production capacity to meet downstream demand.

[about 100 Japanese companies join the Foxconn electric vehicle project] about 100 Japanese companies are expected to participate in the joint development of electric vehicles led by Taiwan's Foxconn, including suppliers close to Toyota, suggesting that the project will have a significant impact on the wider auto industry. As of early March, about 2200 companies planned to participate in the project, led by the world's largest contract electronics manufacturer. Compared with when the program was launched in April last year, the total number of companies has increased by 70%, while the number of Japanese companies has increased fivefold. Some companies have begun to develop components with Foxconn and other participants.

[Citic Securities: higher-than-expected sales of new energy vehicles in the industry is expected to continue] Citic Securities believes that in February 2022, domestic sales of new energy vehicles were 334000, a month-on-month comparison of-22.6%, and + 184.3% compared with the same period last year, exceeding market expectations. In the domestic market, the high prosperity of the industry continues; overseas, the subsidy policy is expected to accelerate the landing, the US market is expected to return to high growth, and the European market is expected to remain high under the increasingly stringent new carbon emissions regulations. Global new energy vehicles have entered a stage of rapid growth, and the current time continues to suggest that we should seize the opportunity of high-quality targets in the global electrified supply chain, especially the supply chain of Tesla, Ningde era and LG Chemistry.