[Yahua Group: the production capacity of the first phase of lithium concentrate is expected to be put into production in 2024] the relevant person in charge of Yahua Group told the Financial Associated Press that the company acquired a 60% stake in the wholly-owned subsidiary of Ultra Lithium Company. the latter's first lithium concentrate plant of 200000 tons of lithium oxide per year is expected to be put into production in 2024.
[Yahua Group: plans to subscribe for the equity layout of Canadian Super Lithium Company, the upstream resource side of the lithium industry] the company's wholly-owned subsidiary, Yahua, plans to contribute 5 million Canadian dollars to subscribe for 21.2766 million units of Canadian Super Lithium (Ultra Lithium Inc.), accounting for about 13.23% of the current total share capital of Ultra Lithium Canada. At the same time, Yahhua International acquired 60% of the wholly-owned subsidiary of Ultra Lithium Company in cash and controlled its Fogan Lake hard Rock spodumene lithium mine project and Georgia Lake hard Rock spodumene lithium mine project. Super Lithium Company Fugen Lake Lithium Mine Project and Georgia Lake Lithium Mine Project are currently in the prospecting stage. The purchase of shares in Canada's ultra-lithium company and the investment in spodumene mining rights is the company's further layout in the upstream resource side of the lithium industry.
[Tianneng shares: the company's lithium power production capacity is expected to reach 30GWh in 2025] Tianneng shares said at the 2021 results meeting that by the end of 2021, the company's lithium power capacity 3GWh. Chairman Zhang Tianren said: "this year we will strive to achieve steady sales growth, and will also build 15GWh energy storage and power battery capacity projects." It is estimated that by 2025, the company's lithium power production capacity will reach about 30GWh. "
[FAW resumes work at all five main engine plants in Changchun] FAW Group resumes work at all five main engine factories in Changchun, with a total of 7438 people returning to work. At present, FAW Hongqi Ulsan Plant, FAW-Volkswagen and FAW Fengyue have been put off the production line. FAW Pentium and FAW Jiefang have completed production line commissioning and started production on the 17th. Of FAW's 276 spare parts suppliers, 25117 people have returned to work.
[SAIC: start the stress test for resumption of work tomorrow and make further planning depending on the situation] SAIC will start the stress test of resumption of work and production on April 18. SAIC said, "at present, under the guidance of Shanghai epidemic prevention and control and the municipal government's promotion of resumption of work and epidemic prevention, SAIC is facing many difficulties and challenges in order to comprehensively promote epidemic prevention and control and economic and social development." under the premise of controllable risks, SAIC plans to launch stress tests and touch difficult points, so as to make positive preparations for formal resumption of work and production. " According to SAIC, "starting from April 18, SAIC passenger vehicles, SAIC-Volkswagen, SAIC-GM, Huayu Automobile, Anji Logistics and other vehicle, parts and logistics enterprises, focus on personnel support, supply chain support, logistics support, closed production management and epidemic prevention measures and other areas, to start the pressure test of resuming work and production. In the future, SAIC will comprehensively consider the trend of the epidemic and the results of stress tests, and formulate a further dynamic plan for resuming work and production. "
[Huajin Securities: the overall production and sales of new energy vehicles increased significantly from January to March] Huajin Securities pointed out that the overall production and sales of new energy vehicles increased significantly from January to March in 2022. Although affected by the epidemic in April, some car companies will stop production or reduce production, which will inevitably affect the production and sales of new energy vehicles, but we believe that automobile electrification is still the general trend, and the epidemic only delays its process to a certain extent. I am still optimistic about the long-term development of the new energy vehicle industry chain. Key recommendations: Ningde Times, Enjie shares, Huayou Cobalt Industry, it is suggested to actively pay attention to: Kaisheng New Materials, Yishitong, Zhuhai Guanyu, Huayang shares, Tiannai Technology, German Nano.
5.9 billion dollars! "Ning Wang" overseas smashed a lithium industry chain? [SMM analysis]
The impact of the epidemic on cobalt demand continues to weaken, costs rise, smelters carry weight forward [SMM analysis]
The first quarter results of three lithium power companies in a single day predicted that the three-month net profit of some enterprises far exceeded that of last year.
Under the incremental support of orders, the start-up situation resumed in March and the output of ternary materials increased by 15% [SMM analysis]