[8.20 Lithium Express] the Ministry of Commerce's high-energy speech welcomes many conveniences in the supporting links of new energy vehicles | the overseas epidemic has led to an aggravation of the shortage of automotive chips.

[the overseas epidemic has led to an aggravation of the shortage of automotive chips] recent changes in the epidemic in some overseas areas have had an impact on the production of key automobile parts. Industry insiders predict that the impact of the chip shortage on the domestic automobile industry will last until next spring. Some people in the industry said in an interview with reporters that the epidemic in Malaysia had a greater impact on the chip industry, and many large international factories would shut down their local production lines from time to time. Compared with the wafer factory, the degree of automation of the closed test plant is lower, the production line needs a lot of workers, and the epidemic prevention and control is more difficult. At the same time, the epidemic has a great impact on logistics, and the delivery period is prolonged.

[Galaxy Securities: new energy vehicles have entered a new growth stage, power batteries have ushered in a second expansion of production] Galaxy Securities pointed out that the global new energy vehicles have entered a new growth stage, and power batteries have ushered in a second expansion of production. Since the second half of 2020, the market demand of new energy vehicles in China has shifted from policy-driven to market-oriented, and it is expected that the sales of new energy vehicles will maintain high growth during the 14th five-year Plan period. The process of electrification in Europe is accelerated, and the intention of lithium power expansion is clear. It is estimated that the capacity of the world's major power battery factories will increase by about 1400 GWH by 2025 compared with the end of 2020, corresponding to an average annual market size of 300-40 billion yuan for lithium battery equipment from 2021 to 2025, with an average annual compound growth rate of 40%.

[lithium production giant SQM says global lithium demand is accelerating due to a green transition.] the world's second-largest lithium producer says global lithium demand is growing faster than previously expected. San Diego-based SQM said on Thursday that lithium prices rose more than expected as demand for electric vehicles surged more than 150 per cent year-on-year in the first half of the year.

[China Mineral Resources: pilot production of 25000 tons of battery-grade lithium hydroxide and battery-grade lithium carbonate project] on August 19th, China Mineral Resources disclosed that the company's operating income for the first half of 2021 was 874 million yuan, an increase of 68.51 percent over the same period last year; net profit was 173 million yuan, an increase of 130.82 percent over the same period last year; and basic earnings per share was 0.55 yuan. In addition, the company's annual production line of 25000 tons of battery-grade lithium hydroxide and battery-grade lithium carbonate has been completed and successfully ignited and put into trial operation.

[Tianneng Co., Ltd. will apply block chain technology partner in lithium battery to ant chain under Ant Group] Lithium Power, a subsidiary of Tianeng Co., has signed a contract with ant chain under Ant Group today. the two sides will carry out in-depth cooperation in the field of new energy, including adding technologies such as blockchain to lithium batteries to achieve efficient management and improve the efficiency of new energy batteries. According to the agreement, Ant chain will provide Tianneng with blockchain, IoT, intelligent risk control and other technologies, realize the winding of battery and business data, jointly explore new energy battery and related equipment management, battery echelon utilization, travel service, battery safety operation and recycling based on trusted data, promote the upgrading of new energy industrial structure and help carbon peak and carbon neutralization. It is reported that Tianneng will implant ant chain trusted up module AntChainMaaS into the battery management system BMS. Such schemes have also been used in Chery's new energy vehicles.

Ministry of Commerce spokesman Feng Feng said that from January to July this year, the sales of new energy vehicles by China's automobile manufacturers tripled compared with the same period last year, surpassing the level of 1.367 million in 2020 and setting an all-time high. The sales of new energy vehicles accounted for 10.0% of the new car sales of production enterprises, an increase of 6.1 percentage points over the same period last year. In the first half of this year, the proportion of individual purchases of new energy vehicles exceeded 70%, and the endogenous power of the market was further enhanced. In addition, he also said that he encourages and guides all localities to reduce restrictions on the purchase of new energy vehicles through measures such as increasing license plate targets and relaxing license plate application conditions, so as to create more convenience for new energy vehicles in charging, passage, parking and other use links. Various localities have adopted a variety of measures to increase the promotion and use of new energy vehicles in public areas such as public transportation, rental, logistics and distribution.