Citic Securities expects that the global battery recycling market will exceed 150 billion yuan in 2027. The capacity of lithium battery in Azure Lithium Core is tight this year.

[Azure Lithium: production capacity is still tight this year] Azure Lithium said on the interactive platform that the company's production capacity is still tight this year, and the incremental part depends on the construction and production progress of the company's Huai'an Lithium Battery Phase I project. the actual situation needs to be finally decided by both parties.

[Enjie shares: the company's lithium battery separator capacity is expected to be about 7 billion square meters by the end of 2022] Enjie said on the interactive platform that the company's lithium battery separator production capacity was about 5 billion square meters by the end of 2021. It is estimated that the company's lithium battery separator capacity will be about 7 billion square meters by the end of 2022.

[Koda Manufacturing: at present, the 20,000-ton lithium sinking plant is undergoing stand-alone commissioning. Follow-up parties will actively promote the project trial production] Koda Manufacturing said on the interactive platform that the 20,000-ton lithium sinking plant is currently undergoing stand-alone commissioning. Follow-up parties will actively promote the project trial run and trial production.

Chairman of Hainan Mining: the finished mine output budget exceeds 3 million tons and the energy consumption target of Hainan Province is expected to be obtained in the first half of the year. Liu Mingdong, chairman of Hainan Mining, said that the company's preliminary design of the lithium hydroxide project and bidding for the main equipment are in the process of being promoted. It is understood that the lag of the company's lithium hydroxide project is mainly due to the delay in land transfer caused by the energy consumption index in Hainan Province, which is expected to be achieved in the first half of this year if it goes well.

[CICC: the power battery industry is starting a new business cycle] China International Capital Corporation believes that automobile electrification continues to deepen, the power battery industry is starting a new business cycle, and structural components, as the core safety components of power batteries, will usher in rapid development. Lithium battery structure is a capital-intensive industry with outstanding scale effect. Enterprises with capital, technical capabilities and rapid response to cost reduction can continue to expand market share by virtue of cost advantages, providing solid support for follow-up performance.

[Citic Securities: it is predicted that the global battery recycling market will exceed 150 billion yuan in 2027] CITIC Securities pointed out that the power battery of new energy vehicles is about to enter the peak period of scrapping. The sharp rise in the price of cobalt, lithium, nickel and other metals has improved the economic benefits of the battery recycling industry. The state's further legislation on the power battery recycling industry will promote the rapid development of the industry. We predict that the global battery recycling market will exceed 150 billion yuan in 2027. In the future, the battery recycling policy will be gradually standardized in terms of environmental protection and safety, and the head enterprises with channel advantages, customer advantages and process advantages are expected to win.

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