[3.21 Lithium Express] the Ministry of Industry and Information Technology guides the rational return of the price of lithium salt | the chairman of the Ningde era responded to the problem of building a factory in the United States.

[Ministry of Industry and Information Technology: enterprises in the upper and lower reaches of the industrial chain should jointly guide the rational return of lithium prices and increase efforts to ensure market supply] in order to do a good job in ensuring the supply and price of lithium resource products and promoting the healthy development of new energy vehicles and power battery industries, The Department of Raw material Industry and the first Department of equipment Industry of the Ministry of Industry and Information Technology, together with the Price Department of the Development and Reform Commission, the Price Supervision and Inspection Bureau of the General Administration of Market Supervision and Anti-unfair Competition, organized a forum on the operation of the lithium industry and the price increase of upstream materials for power batteries on March 16 and 17. China Nonferrous Metals Industry Association, China Automobile Industry Association, China Automobile Power Battery Industry Innovation Alliance and other industry organizations, As well as the relevant responsible persons of key enterprises in the upstream and downstream of the industrial chain, such as lithium resources development, lithium salt production, cathode materials, power batteries, etc. The meeting listened to the production, production and sales of key enterprises, analyzed the current bottlenecks in resource development and production supply, and in view of the recent sharp rise in the prices of lithium resources and lithium salt products, full exchanges were conducted around the market price formation mechanism of lithium salt products, production and consumption, the impact of the power battery industry, and policies and measures for ensuring supply and stabilizing prices. The meeting demanded that enterprises in the upper and lower reaches of the industrial chain strengthen the docking of supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the rational return of lithium salt prices, and step up efforts to ensure market supply, so as to better support the healthy development of China's new energy vehicles and other strategic emerging industries. "View details

[LiFSI: the company currently has an annual production capacity of 1600 tons] LiFSI as an additive combined with lithium hexafluorophosphate can improve the performance of lithium battery electrolytes, according to the interactive platform. At present, the company's LiFSI has an annual production capacity of 1600 tons. In the future, it is proposed to build a new production capacity of 10000 tons per year through non-public offering projects to meet the market demand for related lithium battery materials.

[the net profit of Skyline shares in full-load production of lithium hexafluorophosphate increased by 742.8% in the first quarter compared with the same period last year.] Skyline shares disclose the performance forecast that the net profit in the first quarter of 2022 is expected to be 400 million yuan to 440 million yuan, an increase of 742.8% 827.08% over the same period last year. In the first quarter, the company's lithium hexafluorophosphate production plant continued to maintain full capacity production, the production and sales volume of lithium hexafluorophosphate increased significantly compared with the first quarter of 2021, and the sales price also increased significantly compared with the first quarter of 2021. Small financial note: the net profit of Q4 in 2021 is 299 million yuan. Based on this, it is estimated that the net profit of Q1 in 2022 will increase by 33.8% and 47.16% compared with the previous year. "View details

[Yiwei Lithium Energy: selected as a supplier for Bosch to provide lithium-ion power batteries for Bosch] Yiwei Lithium Energy announcement, the company has recently received a fixed-point notice from Robert Bosch GmbH (("Bosch") that the company has been selected as a supplier for Bosch to provide lithium-ion power batteries for auxiliary applications of electric vehicles in the global market.

[Ningde era Chairman Zeng Yuqun will respond to questions such as "building a factory in the United States": "the American market, the Ningde era must enter." on the consideration of whether to build a factory in the United States in the Ningde era, a capital market person told reporters that the Ningde era is also considering the possibility of setting up factories in Mexico, Canada and other places. The training of the labor force in the United States is very difficult, in addition, trade unions, costs, security and other issues have to be considered. However, Zeng Yuqun stressed at the communication meeting: "the American market, Ningde era must enter."

[CICC: battery recycling is expected to open a 100 billion-class market in 2022] CICC Research News pointed out that according to the comprehensive prediction of the three major scenarios of decommissioned batteries, lithium battery production waste and cathode production waste, it is estimated that by 2025, the amount of positive batteries recycled by lithium batteries will reach 414000 tons, lithium iron, lithium cobalt, and others are expected to reach 414000 tons, 163000 tons, 62000 tons, and 20000 tons, respectively, and the CAGR is 38%, 39%, 7% and 8%, respectively. As the current prices of nickel, cobalt and lithium are all at a historically high quartile, it is estimated that the market space for the recovery and recycling of lithium batteries into positive electrodes in 2022 is expected to exceed 100 billion yuan (including tax price calculation). After that, considering the decline of metal prices, the recycling market shows an increase in volume and a decrease in price, and is expected to maintain a market scale of 100 billion yuan in 22-25 years.

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