[1.21 Lithium Express] the NDRC will gradually lift restrictions on the purchase of new energy vehicles in various places | Salt Lake shares responded to rumors of reluctance to sell.

Publicado: Jan 21, 2022 09:07
[1.21 Lithium Express] Yong Yongxing materials: lithium carbonate products in the second phase of the project are in great demand downstream. Salt Lake Co., Ltd. responded to the sales rumors: the sales volume is only a little lower than the output, but within the expected range. Germany Nano: it is planned to build a project with an annual output of 20, 000 tons of lithium supplements at a cost of 2 billion yuan. Jinzhong Mine Resources: the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line is running well. Tian Tianqi Co., Ltd.: this year, we will vigorously expand the manufacturers of ternary batteries and materials. National Development and Reform Commission: vigorously develop green transportation consumption and gradually abolish restrictions on the purchase of new energy vehicles around the country

[Yongxing Materials: the downstream demand for lithium carbonate products of the second phase project is relatively large] Yongxing Materials discloses the announcement of the investor relations activity record sheet. For the lithium carbonate products of the second phase project, the downstream demand that has been supplied is relatively large at present. The existing customers include Xiamen Tungsten, Yuneng, German Nano, etc., as well as Dangsheng Technology, Hunan Cunninghamia lanceolata, Bertre and other customers who have completed the certification, all hope to cooperate with us. We will determine the customer and supply according to the progress of the project.

[salt Lake shares responded to rumors that sales were only relatively low but within expectations.] there are market rumors that Salt Lake shares' decline in performance in the fourth quarter of 2021 may be related to the company's hesitant sales of lithium carbonate. In response to rumors of cherishing sales, the reporter called Salt Lake shares on the 20th. A person from the company's securities department responded: "No. The sales volume is only a little lower than the output, but within the expected range. " The above person further explained: "sales are now relatively low, which may be caused by transportation, because we only have the Qinghai-Tibet railway." On the other hand, "Lithium Carbonate is more likely to be brought up by buyers." Now, because of the epidemic, the volume of self-pick-up goods is also limited.

[German Nano: plans to build a 20, 000-ton lithium supplement project with an annual output of 2 billion yuan] the German Nano announcement intends to sign a "Framework Cooperation Agreement on an annual lithium supplement project" with the government of Zhanyi District of Qujing City. The company plans to build a "20, 000-ton lithium supplement project" in Zhanyi District of Qujing City, with a total investment of about 2 billion yuan. It is proposed to be implemented by a wholly-owned subsidiary registered in Zhanyi District, Qujing City, by Shenzhen DeFang Chuangyu New Energy Technology Co., Ltd.

[China Mineral Resources: the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line is running well] China Mineral Resources replied to investors on the interactive platform that the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into operation on August 19, 2021, and has reached production capacity and achieved some sales. The company's lithium salt products are of high quality and stable quality, and have been recognized by many listed companies and high-quality enterprises at home and abroad.

[Tianqi shares: will vigorously expand ternary battery and materials manufacturers this year] Tianqi shares disclose the announcement of investor relations activity record sheet, at present, the company's cobalt manganese nickel salt products have been supplied to large battery and material manufacturers such as Zhongwei, Dow Technology subsidiary and Ganfeng Lithium Industry subsidiary, and lithium carbonate products are mainly supplied to lithium manganate and lithium iron phosphate battery materials manufacturers. In 2022, the company will vigorously expand the manufacturers of ternary batteries and materials. The company has successfully developed cobalt hydroxide and nickel oxide products in the second half of 2021, and will further improve the quality, optimize the process and expand the application market in 2022.

[development and Reform Commission: vigorously develop green transportation consumption and gradually abolish restrictions on the purchase of new energy vehicles in various places] on January 21, the National Development and Reform Commission issued the implementation Plan for promoting Green consumption, which states that by 2025, the concept of green consumption will be deeply rooted in the hearts of the people, luxury and waste will be effectively curbed, the market share of green and low-carbon products has increased significantly, the green transformation of consumption in key areas has achieved remarkable results, and the mode of green consumption has been widely implemented. The consumption system of green and low-carbon circular development has initially taken shape. "View details

Related readings:

Today, the average price of lithium carbonate jumped 8000 yuan to break through 340000! Supply gap continues to magnify [SMM flash]

In January of the new year, downstream enterprises with a large lithium salt gap may face the risk of reducing production [SMM Lithium monthly Special topic]

21-year de-stocking of domestic Cobalt Intermediates increases the Price of Q1 Cobalt Salt for 22 years [SMM Analysis]

2021 net profit pre-increased by more than 2429%! The profit of polyfluorine and lithium hexafluorophosphate has been greatly increased.

See also the guarantee agreement! Shanghai Enjie won a big order again [SMM analysis]

Declaração sobre a Fonte de Dados: Com exceção das informações publicamente disponíveis, todos os demais dados são processados pela SMM com base em informações publicamente disponíveis, comunicação de mercado e com base no modelo de base de dados interna da SMM. São apenas para referência e não constituem recomendações para a tomada de decisão.

Para quaisquer perguntas ou para obter mais informações, entre em contato: lemonzhao@smm.cn
Para mais informações sobre como aceder aos nossos relatórios de investigação, entre em contato:service.en@smm.cn
Notícias Relacionadas
[Bateria de estado sólido: produção de eletrólito de sulfeto 70 t, janeiro-agosto]
há 2 horas
[Bateria de estado sólido: produção de eletrólito de sulfeto 70 t, janeiro-agosto]
Leia mais
[Bateria de estado sólido: produção de eletrólito de sulfeto 70 t, janeiro-agosto]
[Bateria de estado sólido: produção de eletrólito de sulfeto 70 t, janeiro-agosto]
[Bateria de estado sólido: produção de eletrólito de sulfeto atinge 70 t de janeiro a agosto] De janeiro a agosto de 2026, a produção acumulada de eletrólito de sulfeto da China atingiu 70 t, um aumento de 119,7% em relação ao ano anterior, já superando o total do ano de 2025 (58,29 t). No entanto, esse crescimento impressionante esconde três realidades duras: ① Apenas 19,6% da meta prevista para o ano (360 t) foi alcançada; ② A taxa de utilização da capacidade em agosto foi de apenas 5,82%, com capacidade severamente ociosa; ③ Os preços dos produtos continuaram despencando (o LPSC caiu mais de 24% em um único mês). A produção média mensal do quarto trimestre provavelmente ficará na faixa de 11,5 a 13 t, com um total anual de aproximadamente 118 a 121 t, representando uma "escalada sólida". Previsão anual de 360 t, com apenas 70 t concluídas nos primeiros oito meses: a lacuna entre a "rampagem moderada" do eletrólito de sulfeto da China e a realidade.
há 2 horas
[SMM Analysis] Europa busca independência na cadeia de suprimentos de lítio, mas seus projetos atraem investidores asiáticos
há 2 horas
[SMM Analysis] Europa busca independência na cadeia de suprimentos de lítio, mas seus projetos atraem investidores asiáticos
Leia mais
[SMM Analysis] Europa busca independência na cadeia de suprimentos de lítio, mas seus projetos atraem investidores asiáticos
[SMM Analysis] Europa busca independência na cadeia de suprimentos de lítio, mas seus projetos atraem investidores asiáticos
há 2 horas
Projeto Farellon de Cobre-Ouro-Cobalto no Chile Conclui Primeira Entrega de Minério, Iniciando Produção em Pequena Escala
há 3 horas
Projeto Farellon de Cobre-Ouro-Cobalto no Chile Conclui Primeira Entrega de Minério, Iniciando Produção em Pequena Escala
Leia mais
Projeto Farellon de Cobre-Ouro-Cobalto no Chile Conclui Primeira Entrega de Minério, Iniciando Produção em Pequena Escala
Projeto Farellon de Cobre-Ouro-Cobalto no Chile Conclui Primeira Entrega de Minério, Iniciando Produção em Pequena Escala
Segundo a Red Metal Resources, em 3 de setembro, o projeto Farellon, parte da propriedade de cobre-ouro-cobalto Carrizal da empresa, perto de Vallenar, no Chile, concluiu sua primeira entrega de minério de sulfeto de cobre, marcando a transição do projeto da fase de desenvolvimento para a venda efetiva de minério e produção em pequena escala. A arrendatária e operadora do projeto, Minera KMT, transportou o primeiro lote de minério para a unidade de processamento de Vallenar, operada pela estatal chilena de mineração ENAMI, nos dias 20 e 21 de agosto. O marco ocorreu apenas cerca de três meses após as partes assinarem um acordo de mineração em maio, cerca de quatro meses antes do cronograma original de desenvolvimento de sete meses. Farellon é uma parte importante da propriedade de cobre-ouro-cobalto Carrizal. Espera-se que a primeira entrega de minério gere receita de royalties para a Red Metal e estabeleça as bases para uma maior expansão das atividades de mineração e processamento. A empresa ainda não divulgou o teor específico de cobalto, a produção de cobalto ou a taxa de recuperação do minério entregue. No entanto, a entrada do projeto em produção e vendas efetivas representa um novo avanço no pipeline de recursos de cobalto do Chile fora da África.
há 3 horas
[1.21 Lithium Express] the NDRC will gradually lift restrictions on the purchase of new energy vehicles in various places | Salt Lake shares responded to rumors of reluctance to sell. - Shanghai Metals Market (SMM)