"[overnight market] domestic metals rise and fall each other. The US dollar returns to the 90 mark and the gold price loses 1900.
"[macro outlook] focus on the profits of large-scale industrial enterprises in China in April and the number of Americans applying for unemployment benefits that week.
Yesterday, most of the outer plate metal market was red, with Len copper up 0.23%, Len aluminum up 1.17%, Lunzn lead up 1.18%, Lunzn zinc down 0.07%, Lunni up 1.38%, and Lunxi up 0.78%. Lun Copper rose on Wednesday as a possible labour strike at the world's largest copper mine in Chile threatened already low global copper supplies. The union representing workers at BHP's Escondida (Escondida) and Spence copper mines rejected the company's contract offer and called on members to go on strike from Thursday. On the domestic side, there are ups and downs in the metal market. International copper is down 0.09%, Shanghai copper is down 0.1%, Shanghai aluminum is up 0.41%, Shanghai lead is down 0.03%, Shanghai zinc is down 0.36%, Shanghai nickel is up 0.88%, and Shanghai tin is up 0.66%.
The dollar index rose 0.43 per cent to 90.06, its biggest gain since May 21; it was down 0.2 per cent earlier. Traders in New York said the month-end portfolio rebalancing model showed a bias towards dollar buying and spurred short covering ahead of the Memorial Day holiday in the US. The dollar rose for the first time this week as US bond yields held steady and investors rebalanced their portfolios by the end of the month.
U. S. stocks closed slightly higher on Wednesday, as stocks rallied as the economy restarted. The epidemic situation in the United States has slowed down, and nearly half of the people have been vaccinated, making investors optimistic about the prospects for economic recovery. The market continues to focus on the currency outlook and its impact on Fed policy. The Dow was up 10.59 points, or 0.03%, at 34323.05; the Nasdaq was up 80.82, or 0.59%, at 13738.00; and the S & P 500 was up 7.86, or 0.19%, at 4195.99.
On Wednesday, the Shanghai Composite Index rose 0.34% to 3593.36 points, with a turnover of 455.831 billion. The Shenzhen Composite Index closed at 14793.68 points, down 0.36%, with a turnover of 511.009 billion. The gem index closed at 3196.85 points, down 0.95%, with a turnover of 174.496 billion. The total turnover of the two cities is 966.84 billion. On the disk, biodegradable plastics, titanium dioxide, carbon neutralization, real estate and other sectors led the rise, while medical beauty, media, semiconductors, health care and other sectors fell in the forefront.
LME inventory
Macro focus
[Shanghai: supporting the continuous enrichment of trading varieties by the Shanghai Futures Exchange] on May 26, the 18th Shanghai Derivatives Market Forum hosted by the Shanghai Futures Exchange was held in Shanghai. In his speech, Chen Mingbo, deputy secretary general of the Shanghai Municipal Government, said that he supported the Shanghai Futures Exchange in continuously enriching trading varieties, developing a number of key projects such as shipping index futures and natural gas futures, and providing more flexible and diverse financial derivatives.
[Guangzhou Futures Exchange and China Nonferrous Metals Industry Association signed strategic cooperation agreement] on May 26, Guangzhou Futures Exchange and China Nonferrous Metals Industry Association signed a strategic cooperation agreement in Guangzhou. Hu Zheng, party committee secretary of Guangqi Institute, said that the signing of a strategic cooperation agreement with the non-ferrous metals association will help to create an advanced industrial pattern of spot combination in the non-ferrous metals industry and enhance the influence of China's non-ferrous metals industry. According to the contents of the strategic cooperation agreement, Guangzhou Institute and the Nonferrous Metals Association will follow the principle of "complementary advantages and mutual support". In the new energy metal futures research and development, to help the non-ferrous metals industry "carbon peak, carbon neutralization" and other areas to establish a comprehensive strategic cooperative relationship.
[Japan passes 2050 carbon Neutralization Act] on the 26th, the Senate of the Japanese Diet formally passed the revised Global warming Countermeasures Promotion Act, which clearly defines the Japanese government's goal of achieving carbon neutrality by 2050 in the form of legislation. According to Kyodo News and other media reported on the 26th, the revised "Global warming Countermeasures Promotion Act" was passed at the plenary session of the Senate on the same day, officially became a law, will be implemented in April 2022. This is the first time that Japan has written a greenhouse gas reduction target into law.
[the Strait and Panama Freight Index fell, driving the Baltic Index lower for two days in a row] the Baltic dry bulk Index fell 55 points, or 2%, to 2754 on Wednesday. The capesize index fell 173points, or 4.6%, to 3572, its lowest level in nearly a month, and average daily profit fell $1434 to $29620. The Panamanian Freight Index fell for the fourth consecutive day, falling 42 points, or 1.5%, to 2767, with an average daily profit of $382 to $24903. The index of super-convenient ships rose 42 points to 2492.
Today's focus
[SMM analysis: cumulative imports of copper concentrate increased by 4.04% from January to April compared with the same period last year. Can spot TC rise again? According to the online inquiry platform of the General Administration of Customs, China's imports of copper ore and its concentrates in April 2021 were about 1.921 million tons, down 11.52% from the previous month and 5.32% from the same period last year. "View details
[aluminum bar spot daily review: downstream receiving mood is very weak aluminum bar processing fee pressure] Today, the mainstream market quotation of aluminum bar is still weak and downward, most of the holders slightly reduce the price by 20-60 yuan / ton, and the price is adjusted more frequently during the trading period. the overall shipments of the consignors are positive, but the shipment situation is not very good, mainly because the aluminum base price is rising today, and most downstream operators are not optimistic about the future, coupled with the limited electricity impact in the South China market. It leads to a weak mood of receiving goods. "View details
As aluminum prices have stabilized today, the panic in the waste aluminum market continues to decrease, and the quotations of waste aluminum recyclers remain stable. However, due to the recent sharp fluctuations in aluminum prices, recyclers are uncertain about the future and maintain a relatively wait-and-see state. At the same time, some recyclers with high-cost inventory are not in a hurry to sell goods, and the mood of the whole waste aluminum market tends to be stable. "View details
[Mingtai Aluminum: the aluminum-plastic film aluminum foil produced by the company can be used for battery soft bags] Mingtai Aluminum said on the interactive platform that the aluminum-plastic film aluminum foil produced by the company can be used in battery soft bags, with a monthly output of more than 500 tons. Downstream mainly supplies to large battery manufacturers through traders. The subsidiary "Mingtai Technology" mainly develops and produces electronic foil, battery foil and other products, with personnel and technical reserves, will increase the development of aluminum in the field of new energy.
[China Investment Anxin Futures: narrow fluctuation of Copper Market China controls commodity prices] the copper market on Wednesday is in a narrow range. From a macro point of view, China controls commodity prices, and black weakness is difficult to correct. In addition, high prices and high house prices in the United States have put pressure on high levels, and expectations that the Federal Reserve will discuss reducing QE in June are heating up, all of which put pressure on the copper market. "View details
[the mine in Tanda Yamame, Ecuador exceeds km] (SolGold) Gold Company (SolGold) showed "great potential" in the first drilling hole in the target area of Tanda Yamame (TAM,Tandayama-America) at the (Cascabel) copper deposit in Cascaville, Ecuador. Copper-gold mineralization has been seen in the 1st-7th holes of the TAM deposit, and the shallowest ore depth is only 20 meters. "View details
[SMM Daily Review: Sichuan Silicon Plant resumes production steadily] Today, the price of metallurgical grade low-grade silicon is stable, while the price of high-grade silicon rises slightly. The oxygen-free silicon in Sichuan is about 12900 yuan / ton, and that of 330 silicon is about 14400 yuan / ton. The electricity price in Sichuan has been adjusted to the flood season yesterday, the furnace opening of silicon plants in Ya'an and Liangshan has increased, and more silicon plants have been opened to produce oxygen-inaccessible silicon, which has just been ignited, so there are few quotations for silicon plants. Silicon factories with quotations said that the bearish downstream was mainly based on inquiry, and the transaction was less. Affected by the increase in production in Sichuan, the main producing area of low-grade silicon, some non-oxygenated 55 silicon plants lack confidence in the subsequent support of silicon prices, and have plans to lower their quotations to lock in June orders. "View details
[Hydro will explore the potential use of bauxite residue] it is reported that Hydro (Norsk Hydro) has announced that it has reached an agreement with a Brazilian university to study the potential use of bauxite slag in mining operations in the Brazilian state of Para. The study will focus on the application potential of bauxite residue in the construction field, especially in cement production. Hydro said the Microstructure and Ecological efficiency Laboratory of the Department of Civil and Architectural Engineering at the (USP) Institute of Technology at the University of S ã o Paulo would undertake the study. "View details
[SMM survey: Yunnan + Guangdong power cuts are expected to affect steel production totaling about 114000 tons] according to our network research, Yunnan power cuts mainly affect the rolling production line of steel mills, ironmaking and crude steel production are not affected, and limited enterprises affect output by about 40%. In total, it is estimated that monthly output will be affected. The steel mills in Jieyang, Qingyuan and Huizhou in Guangdong Province are obviously affected, and the enterprises with limited production account for about. "check the details.
[SMM Electrolytic Manganese Daily Review: bidding part of June opens short-term stable operation of manganese prices] with the opening and confirmation of bids for metal manganese by individual steel enterprises in June, SMM believes that there is limited room for manganese prices to rise and fall this week, and that the overall commodity rise needs more strong factors under the influence of the lack of demand release and the tightening of macro policies. in addition, the main bearish view of some operators is that the decline of end-cost stainless steel has deepened. Under the situation of reduction and conversion of 200 series steel plants, the future demand for manganese is more worried, so generally speaking, the price of manganese is stable and wait-and-see for the time being. "View details
[SMM analysis: increased cost of cobalt raw material imports in April supported cobalt price bottom] in April 2021, China's total cobalt raw material imports totaled 10600 tons of metal tons, an increase of 29% month-on-month and 22% year-on-year. In April, cobalt wet smelting intermediates imported 9600 tons of metal (converted at 27% grade), an increase of 41% month-on-month and 14% year-on-year. In April, the average import price of cobalt wet smelting intermediates was 54735 US dollars per metal ton, up 30 per cent from the previous month and 87 per cent from the same period last year. From January to April 2021, the average import price of intermediate products for cobalt hydrometallurgy in China was 41950 US dollars per metal ton, up 61 per cent from the same period last year. In this paper, the import volume of cobalt raw materials, the corresponding price and the balance of domestic cobalt raw materials are discussed. "View details
[SMM News: black series decline expands iron ore opening diving in the afternoon] on the demand side, environmental production restrictions may affect the start of blast furnace construction. It is reported that the Tangshan Ecological Environment Bureau has specially held a party group meeting, and Tangshan steel enterprises will shut down 12 blast furnaces, 8 converters and 29 sintering machines before autumn and winter. In addition, in the near future, China's southern provinces will usher in the rainy season and temperatures in the north will rise further, which may lead to a slowdown in construction activity, thus affecting steel demand. "View details
[brief analysis of SMM antimony ingot import and export volume tracking: China's antimony ingot export volume increased slightly month-on-month in March 2021] SMM believes that the domestic antimony ingot export volume may not change much in April, May or even June, and may even have a negative growth situation, which is also in line with the off-season law of the second quarter. It is possible that there will be a significant increase in export volume until the end of June and early July, near the overseas summer break. "View details
[SMM Silicon Market May Bulletin: Yunnan Kufeng conversion power limitation intensified Sichuan flood season as scheduled] supply in Yunnan and Sichuan, which are ranked second and third respectively in the country, have great differences in resuming production during the flood season. Yunnan opened the furnace silicon plant in mid-May to reduce electricity production, and there is no clear news of resuming production by the 26th. Sichuan entered the flood season on May 25, and the construction of Liangshan, Leshan, Ya'an and Aba increased. "View details
[SMM data: China's cobalt sulfate production in April 2021] China's cobalt sulfate production in April 2021 was 4400 tons of metal tons, an increase of 3 per cent month-on-month and 40 per cent year-on-year. From January to April 2021, China produced a total of 16700 tons of cobalt sulfate, an increase of 45 per cent over the same period last year. "View details
[East Manganese will produce the first batch of manganese ore in July with a maximum output of 30,000 tons per month.] it is recently reported that, East Manganese will produce the first batch of manganese ore in July, while the dry crushing screening plant is currently under commissioning. The East Manganese mine, located near the town of Hotazel in North Cape Town, is the first manganese asset of mining investment group Menar, which is managed by Sitatunga Resources, a subsidiary of the mining investment group. "View details
[Element25 has sold the first batch of manganese concentrate from the Butcherbird manganese project to OM Materials] it has been reported that Element25 has sold the first batch of manganese concentrate to OM Materials from the Butcherbird manganese project in Western Australia. The sale is part of an off-take agreement for 100% manganese ore produced in the first phase of the Butcherbird project. According to the agreement, the grade of the ore must range from 28% to 35%, while the grade for sale must reach 30% to 35%. "View details
[SMM Hangzhou thread weekly inventory: prices falling Hangzhou inventory decline narrowed down-0.22%] near the end of the month market arrival increased, Hangzhou market inventory deceleration rate this week, as of May 26, 902000 tons, down 2000 tons from last week, month-on-month decline of-0.22%. A decrease of 9000 tons, or-0.99%, over the same period last year. "View details
[SMM Guangzhou building materials inventory: market operation cautious Jiancang willing to lower downstream rigid demand strong inventory decline 10.24%] this week Guangzhou building materials total inventory 752400 tons, a month-on-month decline of 140800 tons (- 10.24%),-24.75% year-on-year. Among them, thread inventory was 752400 tons, down 72800 tons (- 8.82%) from the previous month,-34.47% compared with the same period last year; reel inventory was 482000 tons, down 68000 tons (- 12.36%) from the previous month, and + 7.37% from the same period last year. "View details
[Venture Minerals: starts drilling high priority tin targets in Lindsai Mountain] it is reported recently that, Venture Minerals Co., Ltd. has begun drilling high priority tin targets in (Mount Lindsay), Lindsay Mountain, and designated the Renisenbel tin mine as one of the largest and highest grade tin mines in the world with the strike. So far, the project has completed about 83000 metres of diamond core drilling, and the company plans to follow several other high-grade targets, including 17.4m with 2 per cent tin in Big Wilson (and 8.5m with 0.4 per cent tin in Webbs Creek, and 0.2 per cent tungsten. "View details
[daily summary review of the iron ore market on May 26] Liantie was weak today and accelerated its decline in the afternoon, with the main contract falling by more than 6% throughout the day. The price of the port spot market rose and fell in early trading. Today, steel mills continue to purchase with rigid demand, and traders are willing to ship goods. PB powder in Shandong area traded 1345 yuan / ton, down 0-5 yuan / ton compared with yesterday. After closing, I heard that PB powder in Shandong area traded 1275 yuan / ton. "View details
[SMM titanium tetrachloride spot KuaiBao: titanium tetrachloride quotation rose slightly] domestic titanium tetrachloride quotation rose, titanium tetrachloride (99.9%) market mainstream quotation 8000-8300 yuan / ton, up 100 yuan / ton compared with yesterday. "View details
[SMM magnesium ingot spot KuaiBao: foreign trade rebound support magnesium price] Today, the mainstream ex-factory price of 90 magnesium ingots in Fugu area is 17600-17700 yuan / ton, and the mainstream ex-factory price of 95B magnesium ingots is 17900-18100 yuan / ton. Today, the factory price of magnesium ingots in the main producing areas is 200 yuan / ton higher than that of yesterday. Please see the detailed quotation and reasons for the rise as follows. "View details
Important news of metals and industry
[the mine in Tanda Yamame, Ecuador exceeds km] (SolGold) Gold Company (SolGold) showed "great potential" in the first drilling hole in the target area of Tanda Yamame (TAM,Tandayama-America) at the (Cascabel) copper deposit in Cascaville, Ecuador. Copper-gold mineralization has been seen in the 1st-7th holes of the TAM deposit, and the shallowest ore depth is only 20 meters. "View details
Trade unions representing BHP Billiton's Escondida and Spence copper miners rejected the company's contract offer and called on members to resign from Thursday. [BHP will strike at Chile's Spence and Escondida mines on Thursday after negotiations failed to reach an agreement.] the union representing BHP Billiton's Escondida and Spence copper workers rejected the company's contract offer and called on members to resign from Thursday. The impact of the strike on BHP's operations in Chile is unclear as negotiations between the remote operators union and the company are the first. "View details
The second phase of the Tongling non-ferrous ultra-thin electronic copper foil project is expected to enter the commissioning phase by the end of next year. On May 20, the Tongling non-ferrous annual production capacity of 20,000 tons of high-precision energy storage ultra-thin electronic copper foil project (phase II) officially started. According to reports, the project has a total investment of 820 million yuan, covers an area of about 40 mu, and has an annual production capacity of 10, 000 tons. It mainly produces electronic copper foil products such as 5G high-frequency high-speed printed circuit boards, rigid copper clad laminates, paper substrates, composite substrates, metal substrates, and so on. It is expected to enter the commissioning stage by the end of 2022.
[Chile Codelco agrees to reach labor agreement with workers and management at headquarters in Santiago] Chilean copper producer Codelco said on Monday that it had reached a 36-month labor agreement with unions representing management and employees at its headquarters in Santiago. The world's largest copper producer did not ask for a pay rise, but offered a bonus of 1.5 million Chilean pesos ($2068) to those who agreed to the labor agreement. "View details
Recently, the vast number of party members of the Southwest Aluminum Technology Center drew their efforts from the study and education of party history to promote a breakthrough in the development of an alloy sheet with 300MPa performance, and successfully developed high-strength and high-plastic power battery core and shell materials, laying the foundation for the provision of new materials for power battery shells.
[Chinalco Shanxi Aluminum No.2 Alumina Plant continues to optimize indicators to increase production and reduce consumption] in April, the actual output of alumina in the second alumina plant was more than 2700 tons more than in March and 13000 tons more than in the same period last year. The key indicators continued to be optimized, and the consumption cost was further reduced. Among them, the steam consumption is 0.18t / t lower than that in March-the gas consumption of AO, roaster is 51.25Nm3 less than that in March, and the unit power consumption is 6.95KWh/t-AO lower than that in March.
[Guizhou Luxing carbon annual output 300000 tons pre-baked anode project ignition put into production] May 19, 2021, Guizhou Luxing carbon New material Co., Ltd. new carbon material project phase I annual production of 300kt/a pre-baked anode, 40 rooms, 13 fireways and 12 boxes roaster, roasting fuel control system successfully ignited and put into production. The total investment of the project is 1.2 billion yuan, and the production line is divided into two phases, of which the project takes six months and an investment of 650 million, and has been successfully started.
[Mingtai Aluminum Co., Ltd.: the monthly output of can lid material and pull ring material in front of Gongmu is about 500 tons] investors have asked Mingtai Aluminum how big is the production capacity of can body material, can cover material and pull ring material of Mingtai Aluminum Co., Ltd. The company replied, "Hello!" The company's equipment is universal and can be flexibly adjusted according to market demand. At present, the monthly output of can cover material and ring material is about 500 tons.
[Jianmei door and window system headquarters Base of Jianmei Aluminium was completed in Foshan] on May 19, the new headquarters base of Guangdong Jianmei Custom door and window system Co., Ltd. was inaugurated in Songxia Industrial Park, Foshan National High-tech Zone. The base covers an area of 92000 square meters (138mu) and a construction area of 183000 square meters. According to reports, most of the real estate customers of Jianmei system doors and windows company basically stipulate that projects with property prices of more than 20,000 yuan will use system doors and windows; the government of Nanhai District of Foshan has also issued new regulations this year, stipulating that real estate projects and buildings within 100 meters of the main road will use soundproof doors and windows.
[Nanshan Aluminum: the company's first phase of 1 million ton alumina project in Indonesia was officially put into production] Nanshan Aluminum said on the investor platform: the company's 1 million ton alumina project in Indonesia realized the feed into the dissolution workshop on May 10, 2021, marking the official start of the first phase of project production.
[Guangxi Investment Group strives to achieve the carbon peak by 2028] strive to achieve the carbon peak by 2028, which is its own commitment schedule given by Guangxi Investment Group (referred to as "Guangzhou Investment Group"). Compared with the policy time node, Guangzhou Investment Group's carbon peak schedule is 2 years ahead of schedule. A few days ago, the head of Canton Investment Group revealed the above goals at the group development strategy seminar under the goal of "carbon peak, carbon neutralization" held by Canton Investment Group. According to reports, under the goal of "carbon peak and carbon neutralization", the main goal of energy conservation and emission reduction of Guangzhou Investment Group is to reduce carbon dioxide emissions per unit of revenue by 10% by 2028 compared with 2020.
[Taihua shares: initiating the acquisition of part of the shares of four underlying companies] Taihua Co., Ltd. announced that the company started to acquire 15% of Changxing Detene Technology Co., Ltd., and 40% of Shanxi Carbonene Technology Co., Ltd., held by Shanxi Yangmei Daodao New Materials Equity Investment Partnership. Start the acquisition of 39% equity interest in Shanxi Yangmei Hua Baonagu aerogel coating Co., Ltd., held by Huayang New Materials Technology Group Co., Ltd. Start the acquisition of 30% equity held by Taiyuan Chemical Industry Group Co., Ltd., Taiyuan Chemical Industry Group Putian Agriculture Co., Ltd. Changxingde specializes in monolayer graphene and its application, full-chain technology and its industrialization.
[Yuanchen Science and Technology: plans to invest 1 billion yuan to build New material Recycling Industry Park] Yuanchen Science and Technology announcement, the company plans to invest 1 billion yuan to build Yuanchen Science and Technology New material Recycling Industry Park in Hefei Xinzhan High-tech Industrial Development Zone. The project is divided into two phases, the first phase is expected to be put into production in 2022, the construction content is the industrial catalyst production and industrial solid waste resources recycling project; the second phase is put into production in 2024, the construction content is the comprehensive utilization project of waste precious metal catalysts, functional polymer film and fiber industrialization project; the overall project is expected to reach production in 2026.
[Sanyou Silicon Industry 200000 tons silicone expansion project environmental impact report approved] the expansion project mainly adds a set of 200000 tons / year organosilicon monomer production plant, with a planned investment of 974.724 million yuan. After the project is completed and put into production, 200000 tons of organosilicon monomer will be added annually. The project is built or expanded by Sanyou in Tangshan on the basis of the existing equipment, without the need for new land, so that the total scale of organosilicon monomer reaches 400000 tons / year, entering the first echelon of the industry.
[Liyuan Hengke Chuangban IPO was approved to register nearly 1.2 billion yuan in lithium equipment revenue last year] on May 25, the Securities Regulatory Commission announced that recently, the Securities Regulatory Commission approved the registration of Science and Technology Innovation Board IPO of Guangdong Liyuan Heng Intelligent equipment Co., Ltd in accordance with legal procedures. Data show that Li Yuanheng is mainly engaged in the research and development, production and sales of intelligent manufacturing equipment, providing high-end equipment and factory automation solutions for lithium batteries, auto parts, precision electronics, security, rail transit and other industries. It has established long-term and stable cooperative relations with well-known manufacturers such as new energy technology, Ningde era, BYD, Lishen, AVIC Lithium, Xin Wanda and so on. "View details
LG Chemical plans to build a plant in Indonesia for US $9.8 billion? According to several media reports, Indonesian Investment Minister Bakhli (Bahlil Lahadalia) said in an interview that the car battery factory of Ningde Times, in cooperation with LG Chemical and Indonesia's state-owned mining holding company (MINDID), is scheduled to start construction in August this year. According to the Internet, LG Chemical invested US $9.8 billion and Ningde Times invested US $5.2 billion. "View details
[Tangshan Steel will shut down 12 blast furnaces, 8 converters and 29 sintering machines before autumn and winter] before autumn and winter, shut down 3 480 cubic meters, 3 580 cubic meters, 1 600 cubic meters, 1 630 cubic meters, 2 650 cubic meters, 1 680 cubic meters, 1 800 cubic meters blast furnaces, 6 50 tons, 1 75 tons, 1 80 tons converters, And 5 sets of 90 square meters, 3 sets of 92.4 square meters, 4 sets of 96 square meters, 1 set of 98 square meters, 2 sets of 99 square meters, 4 sets of 100 square meters, 1 set of 105 square meters, 1 set of 108 square meters. "View details
[454 million! On the evening of May 25, Guanghua Science and Technology announced that the 15th meeting of the fourth session of the board of directors of the company examined and passed the "motion on the efficient comprehensive utilization of waste lithium batteries and the expansion project of high-performance battery materials" and agreed that the company should build a high-efficiency comprehensive utilization of waste lithium batteries and high-performance battery materials expansion project in the existing plant area. The total investment of the project is 454 million yuan, of which the construction investment is 329 million yuan and the working capital is 125 million yuan. "View details
[energy] A few days ago, the National data website of the National Bureau of Statistics released national energy product output data in April, in which: in April, the national raw coal output was 322.217 million tons, down 1.8% from the same period last year; crude oil output was 16.407 million tons, up 3.4% from the same period last year; natural gas output was 16.86 billion cubic meters, an increase of 7% over the same period last year, of which coalbed methane production was 830 million cubic meters, an increase of 5.9% over the same period last year. Liquefied natural gas output was 1.345 million tons, up 9.4% from the same period last year, and gas output was 135.57 billion cubic meters, up 6% from the same period last year.
Terminal information
[SEMI: North American semiconductor equipment shipments reached a record high of $3.4095 billion in April] according to the International Semiconductor Industry Association (SEMI), North American semiconductor equipment manufacturers shipped $3.4095 billion in April 2021, a record high for four consecutive months, up 4.1% from the previous month and 49.5% year-on-year. As TSMC, Intel, Samsung and other major semiconductor companies have announced to increase capital expenditure this year and expand new wafer plants, the industry expects strong sales momentum of semiconductor equipment to continue until the end of this year.
[Zhaoqi: Mini LED chips have a small batch production capacity but have not directly supplied Huawei / Apple] recently, Zhaochi said at the performance presentation that the company has related technology and capacity reserves in Mini LED chips and packaging products, among which the Mini LED chip end already has small batch mass production capacity. Zhaochi Optics, the packaging terminal, has started the research and development of Mini LED packaging technology since 2016, gradually involved in the field of LED display, and by 2019, It has realized the full range coverage of Mini RGB display, small spacing display and outdoor display products. "View details
[Ministry of Industry and Information Technology: 819000 5G base stations have been built in China accounts for more than 70% of the global total] on May 26, at the China International big data Industrial Expo 2021, Liu Liehong, vice minister of the Ministry of Industry and Information Technology, said that big data's industrial foundation has been increasingly consolidated. China is extremely rich in data resources, the total amount is in the forefront of the world, industrial innovation is becoming increasingly active, the proportion of the total number of patents accepted in the world has reached 20%, and the infrastructure has been continuously consolidated. 819000 5G base stations have been built, accounting for more than 70 per cent of the world, covering all cities at or above the prefecture level in the country. The number of 5G terminal connections has exceeded 310 million, accounting for more than 80 per cent of the global proportion. "View details
[Geely Automobile affiliated Company established New Energy Automobile Technology Co., Ltd.] on May 25, Yibin Yinglun New Energy Automobile Technology Co., Ltd. was established with Nanshengliang as its legal representative with a registered capital of 400 million yuan. the scope of business includes: auto parts R & D; auto parts and parts manufacturing; auto parts wholesale; auto parts retail; professional design services, etc. According to the data, the company is 100% controlled by Sichuan Yinglun New Energy Automotive Technology Co., Ltd., an affiliated company of Geely Automobile.
