Ganfeng Lithium Industry Goulamina spodumene Mining license has been handed over | long-term Lithium products are in short supply in the first quarter.

[Ganfeng Lithium Industry: Goulamina spodumene mining license has been handed over to a subsidiary of Malian Lithium] Ganfeng Lithium announced that its wholly-owned subsidiary GFL International Co.,Limitied ("Ganfeng International") plans to buy a 50 per cent stake in SPV of the Netherlands with its own capital of US $130 million. Recently, the company received a notice from Ganfeng International, Mali Lithium B.V., SPV of the Netherlands. ("Malian Lithium Industry") has been officially established, and Ganfeng International now holds a 50% stake in Malian Lithium Industry. The transfer of the Goulamina spodumene mining license to a wholly owned subsidiary of Malian Lithium has been completed recently, and the change of equity and mining rights involved in the exchange has been successfully completed.

[Yiwei LiNeng: plans to build a power battery manufacturing plant in Hungary] Yiwei LiNeng announced that it has signed "PROJECT ROSE-NON-BINDING LETTER OF INTENT" with a subsidiary of the Hungarian Debrecen government, and the company or its subsidiary entities (hereafter designated) intend to purchase the target property from the seller and set up a power battery manufacturing plant in Hungary in accordance with the terms and conditions set out in this letter of intent.

[Enjie shares: proposed 4.5 billion yuan construction capacity of 1.6 billion square meters lithium battery isolation membrane production project] Enjie joint stock announcement, the company intends to set up an independent legal personality company in Hongta District of Yuxi City as the main investment of the project, to build a lithium battery isolation membrane production project with a production capacity of 1.6 billion square meters, with a total investment of about 4.5 billion yuan, the project is divided into two phases.

[long-term Lithium Science: demand exceeds supply in the first quarter, the first phase of 40,000 tons of new production capacity is expected to be full in May at the earliest.] according to long-term Lithium Science, the company's products are in short supply in the first quarter, and its year-on-year production and sales have increased rapidly. The profit per ton has risen from 16000 yuan / ton last year to about 20, 000 yuan / ton, and the first phase of the 40, 000-ton project is expected to reach full production in May this year at the earliest.

[Rongbai Science and Technology: sign a new integration package cooperation agreement with the people's Government of Xiantao] Rongbai Science and Technology announcement that the company plans to build an annual production capacity of 400000 tons of lithium battery cathode material manufacturing base in Xiantao, which will be completed in three phases. The first phase (annual production capacity of 100000 tons) is planned to be completed by the end of June 2023, the second phase (annual production capacity of 100000 tons) is planned to be completed by 2025, and the third phase (annual production capacity of 200000 tons) is planned to be completed by 2030; to set up Xiantao Rongchuang No.1 New Energy Partnership (limited partnership), matching the construction of the first phase of the project with an annual capacity of 100000 tons. The company plans to select the site for the project in Hanyang District, Wuhan City, and set up the company's central China regional headquarters and New Energy Technology Research Institute; the company will set up fund management companies and industrial investment funds in Hanyang District, Wuhan City. focus on investing in upstream and downstream projects related to new energy and new materials industries. The company and Changjiang Industrial Investment Fund Management Co., Ltd. will cooperate to promote the investment layout of Rongbai Group in Hubei Province, including a series of projects such as the regional headquarters in central China, the world's largest cathode material base, engineering equipment company, etc., to create a new energy battery material industry chain new business type, a new business model.

[Citic Securities: the amount of manganese used in lithium cathode materials will increase by more than 10 times from 2021 to 2035] CITIC Securities Research News pointed out that the increase in the permeability of new manganese-based cathode materials is expected to increase the amount of manganese used in the lithium battery industry by more than 10 times between 2021 and 2035, but the dominant position of manganese used in iron and steel is difficult to change. The "dual pattern" of the manganese industry makes the structural shortage of manganese raw materials for batteries easy to occur. Positive enterprises that take the lead in the R & D and production of new manganese-based materials and manganese product manufacturers extending downstream battery materials will benefit. For the first time to cover the manganese industry and give a "neutral" rating, it is recommended to pay attention to German Nano, Rongbai Science and Technology, Red Star Development and Xiangtan electrification.

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