[3.15 Lithium Express] the Ministry of Industry and Information Technology recommends continuing to implement subsidies for the purchase of new energy vehicles | the net profit of Ganfeng Lithium Industry increased by about 300% from January to February co

[Ganfeng Lithium Industry: net profit from January to February increased by about 300% compared with the same period last year] Ganfeng Lithium Industry announced that from January to February, the company achieved operating income of about 3.6 billion yuan, an increase of about 260% over the same period last year; realized net profit of about 1.4 billion yuan belonging to shareholders of listed companies, an increase of about 300% over the same period last year; net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses was about 1.8 billion yuan, an increase of about 1000% over the same period last year. The company released its results on the same day, KuaiBao. In 2021, the company achieved operating income of 11.162 billion yuan, an increase of 102.07% over the same period last year; net profit of 5.175 billion yuan, an increase of 405.03% over the same period last year; and basic earnings per share of 3.66 yuan. With the rapid development of new energy vehicles and energy storage industry, the demand of downstream customers for lithium products is growing strongly. The production and sales of lithium products of the company increased in 2021, and the average sales price of lithium products increased significantly compared with 2020.

[Japan plans to set production targets and formulate a national strategy for batteries] the Japanese government has set a target to increase the domestic production capacity of vehicle batteries carried on EV and other models to 100 gigawatt hours by 2030, with production in new overseas factories in the future. With the expansion of the battery market, the demand for financial resources such as lithium or nickel as materials may surge. When Japanese companies invest in overseas mining projects, they will allow (JOGMEC), Japan's oil, gas and metal mineral resources agency, to contribute more than 1/2, thus gaining an interest.

[Zhongke Electric: the production line with an annual capacity of 50,000 tons of graphite anode material built by the company in Ningxiang is under construction as planned] Zhongke Electric said on the interactive platform that the company's anode materials are directly applied to lithium battery products and can cover the demand of energy storage terminals. The company's anode material integration project includes negative electrode and graphitized production line. The production line with an annual capacity of 50,000 tons of graphite anode material built by the company in Ningxiang is under construction as planned.

[Ministry of Industry and Information Technology: continue to implement subsidies for the purchase of new energy vehicles and implement action on automotive chips] Xiao Yaqing, minister of industry and information technology, wrote an article in the Learning Times that it is necessary to fully tap the potential of domestic demand and actively expand consumer demand. We will continue to implement policies such as subsidies for the purchase of new energy vehicles, rewards and subsidies for charging facilities, and tax concessions for vehicles and vessels, and carry out activities to the countryside of new energy vehicles, green smart home appliances and green building materials. "View details

[Zhongyuan Securities: lithium battery sales continue to hit a new high in the same period. Short-term overall caution] Zhongyuan Securities Research report pointed out that as of March 11, 2022, lithium battery and gem were valued at 59.61 times and 41.81 times respectively, combined with the development prospects of the industry. maintain the industry's "stronger than the market" rating. February lithium battery sector overall stronger than the main index performance, mainly due to the early full correction and plate valuation has fallen, of which some high-quality target valuation is reasonable. Combined with domestic and foreign industry trends, sub-sector price trends, monthly sales and industry development trends, the overall prosperity of the industry continues to rise. Combined with the greater uncertainty outside the market, the current industry valuation level and the recent performance expectations of individual stocks, the short-term sector should be cautious and should not be optimistic, such as the major index stabilizing sectors are concerned about the rebound. In the medium and long term, the development prospects of the new energy vehicle industry at home and abroad are determined, and the plate is worth paying attention to. At the same time, it is expected that the performance and trend of individual stocks will also be divided.

[Ministry of Industry and Information Technology released the 52nd batch of tax-free new energy models BYD Song, ideal ONE, etc.] recently, the Ministry of Industry and Information Technology issued documents such as "Road Motor vehicle production Enterprises and products" (353rd batch), "Energy Saving New Energy vehicle Model Catalog" (36th batch), "vehicle purchase tax exemption New Energy vehicle Model catalogue" (52nd batch) and other documents. In its 52nd batch of "vehicle purchase tax-exempt new energy vehicle model catalogue", BYD Song PLUS, BYD Qin PLUS and ideal ONE models are impressively listed. "View details

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