[3.28 Lithium Express] it is expected that the balance of supply and demand of lithium resources may return to normal in 2-3 years | Yi Wei lithium energy: large cylindrical batteries will become the main power supply direction of high school products in t

[Ouyang Minggao, academician of the Chinese Academy of Sciences: the balance of supply and demand of lithium resources is expected to return to normal in 2-3 years] Ouyang Minggao, vice chairman of the China Electric vehicle Society of 100 and academician of the Chinese Academy of Sciences, said at the eighth China Electric vehicle 100 Forum that the price rise of power battery materials is basically the same as that of lithium resources in 2016-2018, while compared with the previous round of fluctuations. Stronger demand and expected growth, coupled with the impact of the epidemic, have led to greater price volatility. It is expected that the balance of supply and demand of lithium resources may return to normal in 2-3 years. However, in view of the deterioration of the global trade environment and the speculation of nickel prices brought about by the war between Russia and Ukraine, in order to deal with supply security, government departments should introduce relevant policies and take effective measures to combat hoarding and curb short-term price fluctuations, otherwise it will have a significant impact on the development of electric vehicles.

[Songdu shares reply inquiry letter: it is impossible to fully verify that the trading situation in the sensitive period is unable to control the risk of Songdu Like] Songdu shares announced its reply to the inquiry letter of the Shanghai Stock Exchange as of March 23, the company's 2018 employee stock ownership plan has all been sold. The directors, supervisors and senior managers of the company (Yu Jianwu, Wang Qinghua, Chen Zhenning, Xiao Jianke, Zheng Xiliang, Zhu Jin, Li Jinxing) generated a total of 27.1961 million yuan in the actual share of the employee stock ownership plan. The company cannot fully verify the transactions in the sensitive period. At the same time, in view of the fact that the "Director Voting Rights entrustment Agreement" that the company intends to sign with the other shareholders of Song Capital Like is still in progress and has not yet been completed, the company is at risk of not being able to control Song du Like.

[long-term Lithium: net profit in the first quarter is expected to grow 143% to 178% compared with the same period last year] long-term Lithium announced that it is expected to achieve a net profit of 280 million yuan to 320 million yuan in the first quarter of 2022, an increase of 143.00% to 177.72% over the same period last year. During the reporting period, the first phase of the expansion project of automotive lithium battery cathode materials was completed and put into production, the new production capacity was gradually released during the reporting period, and product production and sales increased. And the strong market demand promotes the price of products to rise, and the company's operating income increases significantly.

[founder of SES: the first production test of A-sample lithium-metal battery has been launched in Shanghai and will be officially mass produced in 2025) Hu Qichao, founder of US stock listed company SES and CEO, revealed at the China Electric vehicle Centenary Forum that the company has officially launched the production and testing of the first A-sample lithium-metal battery in Shanghai, and carried out joint development of sample A with GM, Hyundai and Honda. This is also the development of the world's first automotive A sample in lithium metal. According to the current plan, we will enter B sample next year, C sample the year after next, and formal mass production in 2025. In addition, in response to the needs of more car companies, SES is constantly expanding its R & D team at its headquarters in Boston and building a second production base in South Korea.

[Liu Jincheng, chairman of Yiwei Lithium Energy: large cylindrical battery will become the main power direction of high school products in the future] Liu Jincheng, chairman of Yiwei Lithium Energy, said at the China Electric vehicle 100 people Forum that based on the understanding of battery safety and economy, large cylindrical batteries will become the main power direction of high school products in the future. Yiwei LiNeng currently plans 200GWh production capacity, which is expected to be completed in 2022.

[BYD Wang Chuanfu: energy density is no longer the most important indicator of power battery] at the China Electric vehicle Centenary Forum, Wang Chuanfu, chairman and president of BYD, said that safety is the cornerstone of the development of new energy vehicles, and cost is an important indicator that must be faced. When the mileage has reached a certain threshold, the importance of power battery energy density is decreasing. The most important indicators may become safety, cost and cycle life. Wang Chuanfu also pointed out that lithium iron phosphate batteries do not contain rare metals, better match the affordability of social resources, and should adhere to it as the right path of development.

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