[3.25 Lithium Express] Lithium hexafluorophosphate price peaked | Consulting firm said global lithium-ion battery capacity could increase fivefold by 2030.

[lithium hexafluorophosphate price peaked at nearly 500000 tons of planned production capacity far exceeding demand] after a year and a half of soaring, the price of lithium hexafluorophosphate has turned downwards since March. With the release of new production capacity, the industry is expected to usher in the inflection point of supply and demand balance in the middle of this year. In the long run, the production expansion of the industrial chain is planned to reach 500000 tons, which has far exceeded the demand in 2025. The current upward cycle may be elongated under the strong support of the lower reaches, but we still need to pay close attention to the supply and demand situation. As the market becomes more crowded, the head effect will be more prominent. At present, it seems that the pattern of divine materials and multi-fluorine and multi-bibcock is difficult to shake for the time being, and the concentration of the industry will continue to improve. The innovation of new materials is also under way, and the new lithium salt LiFSI, a potential competitor of lithium hexafluorophosphate, will take advantage of the 4680 east wind to speed up industrialization.

[Jixiang shares: there is uncertainty about the impact of Yongshan Lithium on the company's revenue and profits] Jixiang issued an announcement of abnormal volatility in stock trading, and the company bought a 100% stake in Yongshan Lithium with 480 million yuan in cash and completed delivery on January 25, 2022. Yongshan lithium industry is still under construction and is expected to be put into production by the end of June 2022. There is uncertainty about the future operating income and profit of Yongshan Lithium Industry, and there is uncertainty about the impact of Yongshan Lithium Industry on the company's operating income and profit after this transaction.

[Ningde Times established a new company in Xiamen with a registered capital of 2 billion] according to APP, Xiamen Times New Energy Technology Co., Ltd. was established on March 24, with a legal representative of qu Tao and a registered capital of 2 billion yuan. its business scope includes: battery manufacturing; battery sales; electronic special materials manufacturing; electronic special materials sales; new materials technology promotion services, etc. Check equity penetration shows that the company is 100% controlled by Ningde Times.

[consulting firm says global lithium-ion battery capacity is likely to increase fivefold in 2030] global lithium-ion battery capacity is likely to increase more than fivefold to 5500GWH from 2021 to 2030, according to consulting firm Wood Mackenzie, adding that battery supply will remain tight this year.

The British auto industry posted its worst performance in 13 years in February, the British Automobile Manufacturers and Dealers Association said on Friday. The industry continues to be affected by global chip shortages and the closure of a large factory last summer. According to the Association of British Automobile Manufacturers and Dealers, a total of 61657 cars went offline in the UK in February, compared with 105008 in February 2021 and 59777 in the same month in 2009.

[the net loss of 2021 for the whole year was 4 billion yuan, narrowed by 24.3% compared with the same period last year.] Lulai Motor released its fourth quarter and full-year results. According to the report, the total revenue of Xilai Motor in the fourth quarter of 2021 was 9.9007 billion yuan, an increase of 49.1 percent over the fourth quarter of 2020 and 1.0 percent over the third quarter of 2021. The full-year net loss of Weilai 2021 was 4.0169 billion yuan, down 24.3% from the same period last year. The net loss attributed to Weilai common shareholders in the fourth quarter of 2021 was 2.1792 billion yuan, up 46.0% from the fourth quarter of 2020 and down 23.8% from the third quarter of 2021. Q1 revenue is expected to be 96.3-9.99 billion yuan, while the market is expected to be 10.5 billion yuan. Delivery of Q1 vehicles is expected to range from 25000 to 26000 vehicles.

Related readings:

Lithium power performance in 2021 "blossomed everywhere"! Enterprises have both joys and sorrows under the sharp rise in raw materials [SMM]

It's not over yet? The price of new energy vehicles is rising again! These car companies have "failed" in March! [special topic on SMM]

Since the beginning of the year, spodumene imports have increased continuously in the first quarter, and the lithium ore gap has narrowed in the first quarter [SMM analysis]

Ideal announces a price increase! In February, he was at the top of the list of new forces [SMM Analysis]

February lithium salt import and export data dropped sharply compared with the previous month [SMM analysis]

What is the impact of this epidemic on the lithium power industry? [SMM research]

Customs data: 22 years of Q1 intermediate goods arriving in Hong Kong is still not ideal cost, high electric cobalt import volume or continued downward [SMM analysis]