[11.1Lithium Express] the follow-up lithium hydroxide production capacity of Tibet Mining Industry will exceed 10,000 tons | Tesla could not confirm the Ningde 45wh order message.

[Ganfeng Lithium Industry: the company's solid-state battery project is in the second-generation solid-state battery development stage] on October 30, Ganfeng lithium industry said that the company had an early layout in the solid-state battery field, and the company's solid-state battery project is currently in the second-generation solid-state battery development stage.

[Tibet Mining: the original solar pond in the first phase of Zabuye Salt Lake plans to expand production to 10,000 tons of design capacity] according to a record of investor relations activities disclosed by Tibet Mining, in view of future production capacity planning, Tibet Mining said that in terms of lithium salt, the original solar pond in the first phase of Zabuye Salt Lake plans to expand production to 10,000 tons of design capacity (grade 50-70%). The EPC+O contract for the second phase of 12000 tons of lithium carbonate project has entered the preliminary preparatory work, which is expected to start in April next year and be completed in September 2023; in addition, the company signed a pilot contract with Jiuwu Hi-Tech to start construction next year and complete in the first half of 2023. After the pilot test is successful, the follow-up consideration will be given to the construction capacity of more than 10,000 tons of lithium hydroxide.

Ningde Times won the order of Tesla 45Gwh Lithium electricity? Tesla responded that "the news can not be confirmed"] Last week, the news that the Ningde era got an order for Tesla's battery was "scrubbed". According to sources, Tesla plans to order 45Gwh lithium iron phosphate batteries from Ningde Times next year, mainly for Model3 and ModelY models, just after Tesla received a $4.2 billion Hertz order. Although the news attracted market attention and a number of media followed the report, the two sides did not respond positively to the news at that time. The reporter separately sought confirmation from Ningde Times and Tesla on the above rumors, but could not be confirmed by both sides, and Ningde Times indicated that it would not respond; Tesla related sources said, "I did not know this information before, and it cannot be confirmed at present."

Shanxi Securities: the penetration of new energy vehicles will gradually increase, focusing on targets such as the new energy industry chain. Shanxi Securities pointed out that the chip supply problem is superimposed from a high base last year, and it is expected that passenger car production and sales in the coming month will still be lower than the same period last year. However, as factories in Southeast Asia resume work, the problem of chip supply will gradually ease, and the backlog of consumption is expected to be reflected by the end of the year. In terms of new energy vehicles, the selection of new energy vehicles in cities with relatively perfect infrastructure has a high performance-to-price ratio, so the penetration rate of new energy vehicles will be gradually improved. It is suggested that attention should be paid to the new energy industry chain and the frequent release of new cars.

[the supply chain is tight and license plates are stopped in some parts of the United States] the current supply chain tension in the United States affects not only automobile production, but also license plate manufacturing. Due to the lack of raw material aluminum, the state prison production department has run out of aluminum used to make license plates. Some officials say the next batch of aluminum is not expected to arrive until December at the earliest.

[Citic Securities: Yiwei Lithium capacity accelerated expansion of Power Battery] letter Securities research pointed out that Yiwei Lithium Energy Company's power battery business has established the advantages of technology, production capacity and customers through accumulation, and accelerated global support. At the same time, the company actively distributes the upstream industrial chain, covering lithium salts, positive electrodes, negative electrodes, precursors, diaphragms and other links, and continues to make efforts in the client with Lin Yang Energy and other enterprises. The company recently obtained the fixed point of ternary and lithium iron phosphate battery for domestic specific passenger car customers. In addition, the company lithium primary battery, consumer lithium-ion battery in the market segment in the leading or leading position, benefit from the downstream boom, clear performance growth.