[8.24 Lithium Express] Tianci expects its net profit in the first three quarters to increase by 170% M ü 209% compared with the same period last year. | CITIC Securities said that the high level of electrolyte continued.

[Hainan Mining: the net profit of the proposed 20, 000-ton battery-grade lithium hydroxide project increased by 2976% in the first half of the year] Hainan Mining announced that the company plans to invest in the construction of a 20, 000-ton battery-grade lithium hydroxide project (phase I) in Dongfang City, Hainan Province. the total investment is expected to not exceed 1.065 billion yuan. At the same time, the semi-annual report showed that the operating income in the first half of the year was 2.045 billion yuan, an increase of 61.02% over the same period last year; net profit was 578 million yuan, an increase of 2976.15% over the same period last year; and basic

[Citic Securities: electrolyte high prosperity and continuous integration] CITIC Securities pointed out that electrolyte is the four key materials of lithium battery, which has both the cycle attribute of upstream chemical industry and the long-term cost reduction demand of downstream manufacturing industry. With the outbreak of short-term demand and the mismatch between supply and demand, the industry is expected to continue in the coming year, and suppliers in all aspects are expected to fully benefit. In the long run, the integrated leading companies, which are optimistic about the appropriate extension of the industrial chain, sustained high-intensity R & D investment, and take the lead in expanding production and deeply binding downstream customers, will continue to grow through the cycle. In terms of related materials, we expect that additives and hexafluorine will last until at least 2023, and 2022H2 LiFSI is expected to gradually enter the demand explosion period, and the solvent side will pay attention to the pattern changes that may be caused by new processes and new entrants.

[titanium dioxide enterprises scramble to layout lithium battery industry chain] the peak consumption season is coming. More than 20 titanium dioxide production enterprises, such as Longbai Group, China Nuclear Titanium dioxide, Jinpu Titanium Industry, and so on, have recently sent letters to announce price increases again. Since the beginning of this year, the price of titanium dioxide has continued to rise, and the rise in volume and price has become the main reason to boost the performance of listed companies. At the same time, titanium dioxide enterprises take advantage of their own advantages to compete for the layout of iron phosphate, lithium batteries and other new energy industry chain to increase profit growth points.

[Chuaneng Power: Lijiagou spodumene mine 1.05 million tons / year mining project is currently under construction] Chuaneng Power disclosed the announcement of abnormal fluctuations in stock trading. Sichuan Nengtou Lithium Industry Co., Ltd. Lijiagou spodumene 1.05 million ton / year mining and separation project is currently under construction and has not yet been put into production.

[divine material: net profit in the first three quarters is expected to increase 170% over the same period last year. Color 209% plans to invest in a number of lithium materials projects] Tianshi material announcement, expected net profit in the first three quarters is 1.4 billion yuan to 1.6 billion yuan, an increase of 170.08% Rue 208.66% over the same period last year; the net profit in the third quarter is expected to be 620 million yuan to 820 million yuan, an increase of 198.65% rel 295.40% over the same period last year. The semi-annual report released on the same day showed that the net profit in the first half of the year was 783 million yuan, an increase of 151.13% over the same It was announced on the same day that the company intends to absorb divine silicone, a merged subsidiary. The subsidiary Jiujiang Tianzhi plans to invest 1.56 billion yuan to build a project with an annual output of 95000 tons of lithium basic materials and 100000 tons of dichloropropanol, and plans to invest 1.4 billion yuan to build a project with an annual output of 200000 tons of lithium materials. Through the establishment of a wholly-owned subsidiary to invest 550 million yuan in the construction of the "waste lithium battery recycling project", it is proposed to increase the capital of its wholly-owned subsidiary Tencent New Power by 197 million yuan. Subsidiary Jiujiang Tianqi plans to invest 260 million yuan to build a project with an annual output of 60, 000 tons of daily chemical basic materials (phase I), and subsidiary Nantong Tianji plans to invest 1.77 billion yuan to build an annual output project of 350000 tons of lithium electricity and fluorine-containing new materials (phase I).

[chip shortages are likely to intensify, and the Malaysian epidemic has forced Italian Semiconductor and Infineon to close local factories.] the number of novel coronavirus cases in Malaysia is surging, which is likely to exacerbate shortages of semiconductors and other components that have plagued carmakers for months. In recent years, Malaysia has emerged as an important center for chip testing and packaging, with Infineon, NXP and STMicroelectronics all setting up factories in the country. At present, the epidemic in the country is heating up sharply, endangering plans to lift the blockade and resume full capacity production. The seven-day average of new cases per day has exceeded 20, 000, compared with just over 5000 at the end of June. According to informal guidelines, if more than three workers are infected with the virus, the factory must be completely closed for two weeks for sanitary disinfection. The Delta strain is so contagious that it is difficult to stop. "this could damage production in Infineon and other factories with thousands of employees," said Samuel Tan, an analyst at Kenanga Investment Bank Bhd Semiconductor. Local companies are announcing such closures through the exchange. Italian Semiconductor and Infineon have had to close their factories.