[6.3Lithium Express] Credit Suisse said Tesla's electric vehicle market share dropped sharply in April * the agency believes that the tight supply and demand pattern of lithium hexafluorophosphate may continue.

[organization: the tight supply and demand pattern of lithium hexafluorophosphate] the development of the new energy vehicle industry has led to a substantial increase in the market demand for lithium batteries. The analysis of the research institution pointed out that lithium hexafluorophosphate, as the core raw material of electrolyte, is the key to the production of lithium battery, and its inventory is at the lowest level in the same period in the past three years. Considering the good production and sales data of downstream new energy vehicles, the tight supply and demand pattern of lithium hexafluorophosphate may continue.

Dong Han, fund manager of Jingshun Great Wall Fund: optimistic about upstream investment opportunities for new energy vehicles. Dong Han, fund manager of Jingshun Great Wall Prosperity growth Fund, pointed out that after a recent rebound, the market needs to lower its income expectations. next, you can pay attention to the liquidity changes brought about by the Fed's guidelines in July, and be optimistic about the relevant investment opportunities brought about by the upward momentum of new energy vehicles. According to Dong Han's specific analysis, based on the perspective of prosperity and performance growth, the annual growth rate of the new energy vehicle industry is expected to rise to more than 70%. The promotion of US policy is the main factor, which will lead to second-line battery enterprises supported by mainframe factories and upstream resource investment opportunities where the inventory cycle has bottomed out.

[Tesla will buy more than US $1 billion worth of battery raw materials from Australia every year] Robyn Denholm, chairman of Tesla, said on Wednesday that Australia is rich in battery minerals such as lithium and nickel, which will benefit from the development of the battery supply chain for electric vehicles and the focus on the environment, society and governance of (ESG) in the green energy era. Spending on Australian minerals is expected to increase to more than $1 billion a year in the next few years. Tesla has purchased 3/4 of lithium and more than 1/3 of nickel from Australia.

[winning Technology: cumulative winning bid 1.71 billion yuan Ningde Times and its subsidiary Lithium Battery production equipment contract] the company announced that from October 27, 2020 to the date of disclosure of this announcement, the company successively received bid winning notices sent by the main customer Ningde Times and its holding subsidiaries through e-mail, totaling 1.71 billion yuan for lithium battery production equipment. Accounted for 71.68% of the company's audited operating income in the most recent fiscal year.

[big Group Laser: accumulative total winning bid 1.003 billion yuan Ningde Times and its subsidiary New Energy Battery Business] on June 2, Dazu Laser announced that the company had recently received notice of winning the bid from its main customer, Ningde Times and its holding subsidiary. The winning project is lithium battery production equipment. From January 1, 2021 to the date of disclosure of this announcement, the company received a total of 1.003 billion yuan (including tax) from Ningde Times and its holding subsidiaries, accounting for about 8.40% of the company's total audited business income in 2020. Among them, the amount of winning equipment that has signed a formal order contract is 922 million yuan (including tax), and the amount of winning equipment that has not yet signed a formal order contract is 81 million yuan (including tax).

[credit Suisse: Tesla's electric vehicle market share fell sharply in April] Credit Suisse analyst Dan Levy said in a report that Tesla's share of the global electric vehicle market fell to 11% in April from 29% in March, probably the lowest since January 2019. Tesla's market share in china fell, from 19 per cent in march to 8 per cent in April, and also fell sharply in Europe, from 2 per cent in April and 22 per cent in march.