[2.24Lithium Express] 2021 the first batch of results in the lithium power industry came out hot | Power battery recycling welcomes the "highlight moment".

[White House announces key mineral investment project Buffett Salt Lake Lithium extraction Project.] on Tuesday, local time, the US government announced the latest round of investment projects to mine important strategic minerals at home. the aim is to reduce the heavy dependence of domestic supply chains on key foreign raw materials. According to the US definition of "key minerals", such as rare earths, lithium and cobalt fall into this category. These materials can not only be used in the production of computers, household appliances and other equipment, electric vehicle batteries, wind turbines, solar panels and other important carriers of clean energy transformation can not be separated from them. "View details

[nickel, cobalt, lithium prices soar power battery recycling to welcome the "highlight moment"] according to national regulations, power battery capacity declines to less than 80% of the rated capacity, facing decommissioning and forced recycling. Recently, due to the sharp rise in the price of raw materials such as nickel, cobalt and lithium, the recycling price of power batteries has also soared. At a waste battery recycling factory in Longnan, Ganzhou, Jiangxi province, the person in charge said that at the lowest point last year, the price of recycling was only 60% compared with new goods, and now the discount coefficient has basically doubled, and 120% have dared to shout. "View details

[Xiang Fenghua: the company's products are mainly used in the field of lithium batteries, including power, 3C consumer electronics and industrial energy storage, etc.] Xiangfenghua said on the investor interactive platform that the company's products are used in lithium batteries, including power (electric vehicles, electric bicycles, etc.), 3C consumer electronics and industrial energy storage, mainly in the field of power lithium batteries.

[SMM project: "off to a good start"! 2021 Lithium industry's first batch of financial reports this material increased the net profit of Tianji shares by more than 7011%. With the passage of more than half of the first quarter, the performance reports of many enterprises in 2021 also began to surface one after another. The lithium industry is recognized as a high-profile industry in 2021, and the performance reports of its related enterprises have also attracted much attention from the market. SMM roughly sorted out the six lithium industry chain-related companies that recently released financial results, and found that the net profit of Tianji shares belonging to listed companies rose by more than 7011% in 2021 compared with the same period last year. "View details

[Citic Securities: electrification is expected to continue to prosper Lithium Iron Phosphate] CITIC Securities Research News pointed out that in 2021, the speed of electrification has increased, and the penetration rate of electric vehicles has reached 15.6%. From the perspective of new models, the proportion of electric models has further increased, with 2021Q4 reaching 29%, accounting for 52% year-on-year growth; from the perspective of key joint venture brands, the proportion of electric models of Hyundai, Volkswagen, Ford, Honda, Chevrolet, Mercedes-Benz and BMW has increased rapidly. Facing 2022, the joint venture brand embrace will help electrification speed up. With the improvement of the supply trend of electric models, the improvement of infrastructure of superimposed charging stations and the further standardization of insurance liability of new energy vehicles, the electric permeability of 2022H1 is expected to be further improved. Under the background of the prosperous electrification industry, from the perspective of the battery material market structure, the proportion of lithium iron phosphate battery has exceeded that of ternary battery, and the enterprises have further increased the production expansion layout of lithium iron phosphate, while the expansion of ternary lithium lithium has slowed down. Lithium iron phosphate battery is expected to maintain prosperity and become the mainstream of technology. It is suggested that attention should be paid to the investment opportunities of lithium iron phosphate industry chain.

[founder Securities: the compound growth rate of the global energy storage market is expected to reach 50% from 2021 to 2025] founder Securities pointed out that the global energy storage market is expected to consume about 26.8 trillion kilowatt-hours of electricity in 2020, with an average daily electricity consumption of 73.4 billion kilowatt-hours. Assuming that 20 per cent of the world's electricity consumption needs to be stored every day, the scale of energy storage is up to 15000 GWh. And with the increase in global electricity consumption, the market space for energy storage will be further opened. Through the calculation of the scale of the energy storage market in various segments of the world, we estimate that the compound growth rate of the global energy storage market is expected to reach 50% from 2021 to 2025. Pay attention to Ningde era, Yiwei Lithium Energy, German Nano, Paron Technology, Sunshine Power supply, Hewang Electric, Shenghong shares, Jinlang Technology, Gu Dewei.

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