Guotai Junan raised the lithium price in the second half of the year to a record high of 180000 / ton * Ningde ranked first in global market share in the first half of the year.

[Citic Securities: the sodium ion battery technology of the Ningde era is not expected to change the tight lithium supply situation this year and next year.] on July 30, the CITIC Securities Research News pointed out that the sodium ion battery technology released in the Ningde era is not expected to change the tight lithium supply situation this year and next year. The risk of a sharp rise in prices caused by the conversion of Australian lithium concentrate to spot bidding is more noteworthy, and lithium prices are expected to rise to a higher level, which will significantly benefit companies with local lithium resource protection and integrated industrial chain layout. Recommend Ganfeng Lithium Industry and Salt Lake shares, suggest to pay attention to Yongxing Materials and Rongjie shares.

[Guotai Junan: raising lithium prices in the second half of the year to a historical high of 180000 / ton] on July 30, the Guotai Junan Research report pointed out that the second half of 2021 is the most tight period of supply and demand for the lithium industry in recent years. On the demand side, it is expected that the demand for lithium power in the second half of the year will increase by about 50% compared with the first half of the year, and the demand for lithium power will rise On the other hand, on the supply side, the short-term supply is rigid, and the second half of the year coincides with the vacuum period of new supply release. The quarterly supply of Q3 and Q4 in 2021 is basically the same as Q2, with little increment. Lithium concentrate has reached an all-time high, reflecting that lithium ore is the shortest deficiency. In the second half of the year, the whole lithium industry chain is short of lithium and the whole lithium industry is short of ore, which has become the most obvious feature. The lithium price in the second half of the year is expected to reach an all-time high of 180000 / ton.

[Ningde era: new Development of Sodium Ion Battery Materials] at the Ningde Times Sodium Ion Battery press conference on the afternoon of July 29, Dr. Huang Qisen said that in terms of cathode materials, there are Prussian white and layered oxide materials with potential commercial value, and their gram capacity has reached 160mAhmax. The company has developed a hard carbon material with unique pore structure, which has a gram capacity of more than 350mAh/g. At the same time, the company has developed a new unique electrolyte system, and the manufacturing process of sodium ion battery is compatible with the current manufacturing process and equipment of lithium ion battery. at the same time, the company has developed a new unique electrolyte system, and the manufacturing process of sodium ion battery is compatible with the current manufacturing process and equipment of lithium ion battery.

[Ningde Times ranked first in global market share in the first half of the year] according to a survey released by South Korean energy market analysis company SNE Research on the 29th, South Korean battery giants-- LG Energy Solutions, Samsung SDI and SK Innovation-- accounted for 34.9% of the global power battery installed market share in the first half of the year, second, fifth and sixth, respectively.

[Japan: chip shortage persists but impact alleviates car production is expected to rebound sharply in June] on July 30, a Japanese government official said: the current global chip shortage continues but the impact is mitigated, helping car production rebound sharply in June. Toyota recorded record sales and production in June, despite a shortage of chips, according to the data. [Hyundai Motor, LG Energy Solutions signs Memorandum of understanding with Indonesian Government to establish Electric vehicle Battery Plant] Hyundai Motor Group and LG Energy Solutions said that they have signed a memorandum of understanding ((MoU)) with the Indonesian government company to establish a joint venture (JV) in Indonesia to produce pure electric vehicle batteries.