Yiwei Lithium Energy: plans to build a new energy power storage battery industrial park with annual 104.5GWh production * Zhongjin: at present, the global power battery industry chain will meet the inflection point of structural change.

[Samsung SDI is interested in partnering with a carmaker to enter the US battery market.] Samsung SDI is seeking to enter the US battery market by setting up a joint venture battery factory with a global carmaker.

[Yiwei Lithium Energy: plans to build a new energy power storage battery industry park with annual production of 104.5GWh] on the evening of June 10th, Yiwei Lithium Energy announced that the company signed a "strategic investment agreement" with the management committee of Jingmen High-tech Zone. The company and its subsidiaries plan to invest in the construction of a new energy power energy storage battery industrial park with an annual production capacity of 104.5GWh in Jingmen Kuidao District (including the completed capacity 11GWh, the capacity under construction 11GWh and the capacity 82.5GWh to be reinvested in stages), and introduce the supporting industry of lithium-ion power energy storage battery according to production demand. On the same day, it was disclosed that Yiwei Power, a wholly-owned subsidiary, plans to set up a joint venture with Lin Yang Energy, which will invest no more than 3 billion yuan to build an energy storage battery project with an annual production capacity of 10GWh. The registered capital of the joint venture company is 100 million yuan, of which Yiwei Power contributed 65 million yuan in currency, accounting for 65% of the shares of the joint venture company.

[Enjie Co., Ltd.: purchase contract value of lithium battery separator exceeds US $258 million] Enjie Co., Ltd. announced that Shanghai Enjie, a holding subsidiary, signed a contract with Ultium Cells, LLC for the procurement of lithium battery separator, agreeing that Ultium Cells, LLC would purchase more than US $258 million of lithium battery separator from Shanghai Enjie from the date of signing the contract to the end of 2024. Ultium Cells, LLC is a joint venture between LG Chemical and General Motors with a total investment of US $2.3 billion. Its main business is the production and manufacture of lithium batteries for electric vehicles.

[Lin Yang Energy: plans to set up a joint venture with Yiwei Lithium Energy to build an energy storage battery project of no more than 3 billion yuan] Lin Yang Energy announcement, the company plans to jointly invest with Yiwei Lithium Energy wholly-owned subsidiary Yiwei Power to establish a joint venture Jiangsu Yiwei Linyang Energy Storage Technology Co., Ltd. The joint venture company invests no more than 3 billion yuan to build an energy storage battery project with an annual production capacity of 10GWh, mainly producing lithium iron phosphate batteries. The construction of the project has not yet started, and both sides need to further clarify the investment plan. The registered capital of the proposed joint venture company is 100 million yuan, of which the company contributes 35 million yuan in currency, accounting for 35% of the registered capital.

[national New Energy vehicle Technology Innovation Center Zou Guangcai: lack of domestic automotive chip storage standard system] at the 2021 World Semiconductor Congress and Nanjing International Semiconductor Expo, Zou Guangcai, deputy general manager of the National New Energy vehicle Technology Innovation Center, pointed out that at present, there are the following problems in the domestic automotive chip industry: first, the relative lack of standard system; second, the lack of test and certification platform; The third is the lack of technical research and development capacity; the fourth is the lack of application of key products; the fifth car gauge process is lack of accumulation. "the test and evaluation of automotive chips we use now are all international standards, but the use of international standards has also given rise to an obvious problem. The Chinese automobile standards that have emerged in the process of the rapid development of China's automobile industry, there are also new requirements for mapping to the chip level, but international standards can not reflect the unique requirements of China's automobile industry."

[China International Capital Corporation: the current point of global power battery industry chain will meet the inflection point of structural change] China International Capital Corporation pointed out that the current time point of global power battery industry chain will meet the inflection point of structural change. On the one hand, the lack of local power industry chain in Europe and the United States has strengthened the demand for the localization of the industrial chain; on the other hand, the rapid penetration of new energy vehicles in Europe and the United States has driven a high demand for overseas installation. It has turned the evolution pattern of the global power industrial chain to East Asia concentration in the past decade to globalization, bringing historical opportunities for China's power industrial chain to enter Europe and the United States. We are optimistic about the first-mover advantages of domestic power and material leaders. The Matthew effect of the industrial chain will become more and more prominent.