[10.20 Lithium Power Express] Ministry of Industry and Information Technology: accelerate the recycling of power batteries for new energy vehicles in many ways | Lithium iron phosphate is installed more than ternary batteries for three consecutive months

Đã xuất bản: Oct 20, 2021 10:12
Nguồn: SMM
[10.20 Lithium Power Express] Ministry of Industry and Information Technology: accelerate the recycling of power batteries for new energy vehicles in many ways | Lithium iron phosphate has been installed over ternary batteries for three consecutive months | the Ministry of Industry and Information Technology has openly solicited opinions on "guidance on further strengthening the construction of safety system for new energy vehicles". Sinochem International: the company's first phase of Yangzhou lithium power project is under construction and is expected to have mass production capacity in March 2022. | | Volkswagen executive: the global chip shortage will last until 2022 | the chip shortage of new energy vehicles entering the golden window may bring opportunities for the development of Chinese chips. |

[the Ministry of Industry and Information Technology publicly solicited opinions on the "guidance on further strengthening the Construction of the Safety system of New Energy vehicles"] the Ministry of Industry and Information Technology issued a public consultation on the "guidance on further strengthening the Construction of the Safety system of New Energy vehicles" (draft for soliciting opinions). The draft proposes that in the case of recalls caused by product quality, enterprises should promptly re-evaluate the corresponding suppliers. Encourage key parts suppliers to open up necessary data agreements related to product safety, quality analysis, etc.

Luo Junjie, spokesman for the Ministry of Industry and Information Technology, said that in the next step, the Ministry of Industry and Information Technology will accelerate the recycling of power batteries of new energy vehicles from the aspects of regulations, policies, technology, standards, and industry, focusing on the following aspects: first, speed up the promotion of legislation on the recycling of power batteries, improve regulatory measures, and increase binding force. The second is to improve the recycling system, strengthen online and offline collaborative traceability supervision, and urge relevant subjects to implement traceability management responsibilities. The third is to strengthen technological innovation, break through the existing technical bottlenecks such as the consistency of decommissioned batteries and automatic disassembly, and continue to promote the release of a number of national and industry standards. Fourth, deepen pilot demonstration, innovate business models, speed up the construction of demonstration projects for echelon utilization such as power supply, and continue to cultivate backbone enterprises for echelon utilization and recycling.

[Sinochem International: the first phase of the company's Yangzhou lithium power project is under construction and is expected to have mass production capacity in March 2022] Sinochem International said on the interactive platform that the company's Yangzhou lithium power first phase project is under construction and is currently overcoming the impact of the previous epidemic. Promote equipment installation work, and it is expected to have mass production capacity in March 2022.

[lithium iron phosphate installed more than ternary batteries for three consecutive months] Caixin Securities pointed out that in September, the output of ternary batteries in China was 9.63 GWH, accounting for 41.56 percent of the total output, an increase of 102.74 percent over the same period last year and 15.05 percent month-on-month. The output of lithium iron phosphate battery was 13.51GWH, accounting for 58.31% of the total output, an increase of 251.82% over the same period last year and 21.82% month-on-month. This is the fifth consecutive month that the output of lithium iron phosphate battery has exceeded that of ternary batteries. In September, the ternary battery was loaded with 6.14GWh.Lithium iron phosphate batteries were loaded with a total of 9.54Wh. the lithium iron phosphate battery was ahead of the ternary battery in terms of loading capacity for the third time.

[Volkswagen executives: the global chip shortage will last until 2022] "there is no doubt that this shortage will last until 2022, at least until the second half of the year," said Scott Keogh, chief executive of Volkswagen America Group. One possible shift in the near future, he says, is that carmakers will try to reduce the number of chips needed for car and truck parts. As for the argument that the US government should finance the construction of more chip plants, Keogh said it would take billions of dollars and at least four years. "I don't know if calling the government is the solution to the chip shortage."

[the shortage of chips in the golden window of new energy vehicles may bring opportunities for the development of Chinese chips] "New energy smart vehicles are an important part of China's transformation from a big automobile country to an automobile power." So said Yuan Chengyin, secretary-general of China Automotive Chip Industry Innovation Strategic Alliance, at the 2021 annual meeting and exhibition of the China Society of Automotive Engineering. On October 19th, the 2021 Annual meeting and Exhibition of the Chinese Society of Automotive Engineering ((SAECCE)), sponsored by the Chinese Society of Automotive Engineering, opened at the Shanghai Automotive Convention and Exhibition Center. This year's eye-catching sales performance of new energy vehicles and chip manufacturing in China under the environment of chip shortage have become two hot topics concerned by experts and scholars in this event.

Tuyên bố về Nguồn Dữ liệu: Ngoại trừ thông tin công khai, tất cả dữ liệu khác được SMM xử lý dựa trên thông tin công khai, giao tiếp thị trường và dựa trên mô hình cơ sở dữ liệu nội bộ của SMM. Chúng chỉ mang tính chất tham khảo và không cấu thành khuyến nghị ra quyết định.

Để biết thêm thông tin hoặc có thắc mắc gì, vui lòng liên hệ: lemonzhao@smm.cn
Để biết thêm thông tin về cách truy cập báo cáo nghiên cứu, vui lòng liên hệ:service.en@smm.cn
Tin Liên Quan
Chile’s Farellon Copper-Gold-Cobalt Project Completes First Ore Delivery, Launching Small-Scale Production
1 phút trước
Chile’s Farellon Copper-Gold-Cobalt Project Completes First Ore Delivery, Launching Small-Scale Production
Đọc thêm
Chile’s Farellon Copper-Gold-Cobalt Project Completes First Ore Delivery, Launching Small-Scale Production
Chile’s Farellon Copper-Gold-Cobalt Project Completes First Ore Delivery, Launching Small-Scale Production
According to Red Metal Resources on September 3, the Farellon project, part of the company’s Carrizal copper-gold-cobalt property near Vallenar, Chile, has completed its first delivery of copper sulphide ore, marking the project’s transition from the development stage to actual ore sales and small-scale production. Project lessee and operator Minera KMT transported the first batch of ore to the Vallenar processing facility operated by Chile’s state-owned mining company ENAMI on August 20 and 21. The milestone came only about three months after the parties signed a mining agreement in May, around four months ahead of the original seven-month development schedule. Farellon is an important part of the Carrizal copper-gold-cobalt property. The first ore delivery is expected to generate royalty revenue for Red Metal and lay the groundwork for further expansion of mining and processing activities. The company has not yet disclosed the specific cobalt grade, cobalt output or recovery rate for the delivered ore. However, the project’s move into actual production and sales represents a new development in Chile’s cobalt resource pipeline outside Africa.
1 phút trước
[SMM Cobalt Morning Meeting Summary] Peak Season Demand Falls Short of Expectations, Industry Chain Competition Continues to Intensify
11 phút trước
[SMM Cobalt Morning Meeting Summary] Peak Season Demand Falls Short of Expectations, Industry Chain Competition Continues to Intensify
Đọc thêm
[SMM Cobalt Morning Meeting Summary] Peak Season Demand Falls Short of Expectations, Industry Chain Competition Continues to Intensify
[SMM Cobalt Morning Meeting Summary] Peak Season Demand Falls Short of Expectations, Industry Chain Competition Continues to Intensify
This week, the industry chain continued to consolidate on a weak note, with clear divergence between supply and demand. On the upstream side, raw material suppliers remained firm in holding prices, while downstream buyers continued to push for lower prices, widening the psychological price spread between buyers and sellers and making spot transactions difficult to advance. Some salt products came under pressure due to lower raw material costs, low-price selling by traders, and weak demand, with a few varieties already pulling back slightly. The price center of powder materials continued to shift lower, with weakening cost support, and the market remained in a bottoming phase. Midstream materials showed divergent performance: some precursors were dragged down by weaker nickel salts, with order coefficients under pressure and domestic production schedules subdued, though overseas high-nickel orders remained relatively stable. Cathode materials were affected by raw material price fluctuations and downward revisions in end-use orders, prompting battery cell manufacturers to restock cautiously, with domestic production schedules in September expected to decline. On the consumption side, the September-October peak season effect has yet to materialize clearly, with end-use demand recovery in mobile phones and other terminals remaining limited, and the industry chain overall dominated by just-in-time procurement and destocking. In the short term, the market lacks clear upward drivers, and prices are likely to continue consolidating on a subdued note. Going forward, the focus will be on the strength of September restocking, improvements in end-use orders, and changes in upstream pricing strategies.
11 phút trước
Từng bị gạt bỏ, giờ tranh giành đơn hàng điên cuồng! Ba ông lớn Hàn Quốc đồng loạt chuyển hướng sang LFP!
1 giờ trước
Từng bị gạt bỏ, giờ tranh giành đơn hàng điên cuồng! Ba ông lớn Hàn Quốc đồng loạt chuyển hướng sang LFP!
Đọc thêm
Từng bị gạt bỏ, giờ tranh giành đơn hàng điên cuồng! Ba ông lớn Hàn Quốc đồng loạt chuyển hướng sang LFP!
Từng bị gạt bỏ, giờ tranh giành đơn hàng điên cuồng! Ba ông lớn Hàn Quốc đồng loạt chuyển hướng sang LFP!
Vào ngày cuối cùng của tháng 8 năm 2026, SK On thông báo đã ký hợp đồng cung cấp pin túi LFP trong 5 năm với doanh nghiệp lưu trữ năng lượng NeoVolta Power của Mỹ, tổng lượng cung cấp là 9 GWh, và có thể bổ sung thêm đơn hàng 9 GWh trong năm, khi đó tổng quy mô hợp tác giữa hai bên dự kiến sẽ mở rộng lên 18 GWh. Gần như cùng lúc, Samsung SDI được cho là sắp hoàn tất thỏa thuận cung cấp pin LFP trong 3 năm với một nhà tích hợp ESS, trị giá vài nghìn tỷ won, với lượng cung cấp hàng năm là vài GWh.
1 giờ trước