The epidemic disturbs the lithium industry chain in the short term or suffers labor pains: Ningde Industry and Information Bureau: to ensure the effectiveness of Ningde era.

The Ningde Municipal Bureau of Industry and Information Technology guarantees the limitation of passing through the high-speed bayonet in the Ningde era, which is regarded as "good" by investors. Recently, a number of people in the lithium industry chain told reporters that the middle reaches of the lithium industry chain had a short-term impact due to the epidemic affecting logistics and transport efficiency, but the overall production and operation was normal.

On April 12, according to a report by Fujian Satellite TV, Chen Yun, deputy director of the Ningde Municipal Bureau of Industry and Information Technology, said, "in addition to issuing passes, (also) ensuring the limitation of passage at various expressway gates in the Ningde era" and "(yesterday) we helped temporarily coordinate 150 transport vehicles for key materials in the Ningde era in the early hours of yesterday." Data show that as of April 11, Ningde City has issued a total of 605 cargo transport vehicle permits for industrial enterprises, ensuring the normal operation of enterprises.

Earlier, online biographies were regarded as notices issued in the Ningde era. According to the notice, "in response to the emergency notice issued by our company yesterday, we have received feedback and questions from some suppliers. We now further clarify and supplement the information of this notice."

The above notice mainly has three points: first, according to the latest management policy, suppliers can enter Ningde after applying for a "goods transport vehicle permit" for the production of goods and materials transported to Ningde. "

Second, "at present, the company is operating under the knowledge of effective and reliable epidemic prevention and control, and suppliers need to supply goods normally according to material demand to avoid affecting the production schedule."

Third, "the recent relevant delivery demand, please give priority to contact responsible procurement to fill in the reporting information, so as to avoid affecting the delivery efficiency."

Yesterday, the relevant departments of Ningde City informed that the enterprises arranged production according to the existing materials, did not enter the raw materials for the time being, and informed the other party in time that the goods had not been delivered. A reporter from the Financial Associated Press learned from the Ningde Expressway in Fujian that all highway toll stations in Ningde City are closed, the entry and exit of the intersection is controlled by the epidemic prevention department, and the passage needs to have the conditions allowed by the epidemic prevention department. When to unseal it still needs to be notified by the epidemic prevention department.

In fact, due to the impact of the epidemic, some parts were cut off, and on April 9, Xilai said it had suspended production of its entire vehicle. Tesla Shanghai super factory still has no news to resume production, more car companies have adopted closed-loop management. Or affected by vehicle production and Ningde epidemic prevention and control news, A-share lithium industry chain stocks fell sharply on April 11.

As for the lithium power industry chain, this reporter recently interviewed nearly 10 people in the lithium power industry chain. some people said that due to the epidemic affecting the efficiency of logistics and transportation, short-term delivery has been affected; others have revealed that orders have decreased; and more people say that the overall production and operation is normal. "at present, only the epidemic affects consumption in the short term, and the real demand for Xinneng cars is still strong," some people in the industry said.

The reporter learned that the internal minutes of a brokerage show that at present, in addition to lithium carbonate (high-priced lithium carbonate leads to low inventory of electrolyte and cathode links, some companies only have half a month), electrolyte (short shelf life of solvents, small inventory of solid 6F, but the electrolyte is not at the center of the epidemic) inventory is slightly low, most links in the middle reaches have about 2 months for raw materials to stock. The short-term closure has little effect on the scheduling of battery materials.

Ningde era in the first quarter of the power battery installed accounted for half the domestic "half the sky", and Ningde City as the stronghold of Ningde era, the nerve of capital is not insensitive. China Automotive Power Battery Industry Alliance released the ranking of domestic power battery enterprises from January to March, showing that Ningde Times ranked first, with a cumulative total of 25.51Gwh in the first quarter, accounting for 49.75%.

Some brokerage analysts believe that Ningde era has more than 80GWH production capacity in Ningde City, Liyang and other factories are currently producing normally, and it is expected that the delivery of enterprises related to the industrial chain of Ningde era will be affected to a certain extent in April.