Lithium events a week summary
Back
2023/08/14 16:31:58
Ben · Zhou · Guan · Key · word
Wanshun New materials, carbon coated aluminum foil, Penghui Energy, Huayou Cobalt, Rupu Lanjun, Xinwang Da, Tesla, BYD, ideal Car
upstream
Lithium battery raw material
Upstream performance
●【 Wanshun New material 】 Hand Penghui energy layout coated with carbon aluminum foil
Wanshun New Materials announced on August 8 that Shenzhen Yuqiang, a holding subsidiary of Jiangsu Zhongji New Energy Technology Group Co., LTD., a wholly-owned subsidiary of the company, intends to use its own funds of 30 million yuan to jointly invest with Penghui Energy to set up a holding subsidiary.
● Another lithium battery material listed! Up over 350% intraday
On August 9, Mengguli landed on the GEM, and once rose by more than 350%. According to the data, Menggu Li main lithium battery cathode materials research and development, production and sales, the main products are lithium cobaltate and ternary materials, the issue price is 5.32 yuan/share.
● Appreciation over 1402 times! A fierce bidding war is raging for two lithium mines in Sichuan
On August 9, the auction for exploration rights of Lijiagou North lithium mine in Jinchuan County, Sichuan Province officially began. According to the data, the starting price of the exploration right of the mine is 570,000 yuan, the highest offer has exceeded 800 million yuan, the number of offers exceeds 2200 times, and the appreciation rate exceeds 1402 times.
overseas
● MinRes and Lithium Australia have reached agreement on ore lithium extraction technology
On August 7, Mineral Resources (MinRes) announced that it would invest in a disruptive lithium extraction technology. The company has entered into a partnership agreement with Lithium Australia to further develop this disruptive lithium technology innovation collaboration.
Middle reaches
Battery enterprise
Enterprise dynamics
●【 Funeng Technology 】 plans to invest 4.338 billion yuan to build two major lithium battery projects
On August 7, Funeng Technology announced in the evening that Funeng Technology plans to terminate the original high-performance power lithium battery project and change to the construction of new energy battery projects and power battery production base projects in Ganzhou and Guangzhou. The completion of the project will achieve an annual output of 15GWh terpolymer soft pack power battery and an annual output of 15GWh lithium iron phosphate soft pack power battery capacity.
●【 Rui Pu Lanjun 】 to win the big reserve alone
On August 7, Ruprelan Kwan and VENA ENERGY reached an exclusive supply agreement for an 8GWh large-scale energy storage project in Jakarta. VENA ENERGY has built five solar and onshore wind projects in Indonesia with a total installed capacity of 114 MW.
●【 LAN Jun 】 Cut into the large cylinder "star" technology
Through the combination of Chinese and foreign allusions and modern technology, Lanjun New Energy gives the connotation of "Chenxing" technology "fast" and gives the meaning of advanced performance of large cylinder batteries.
● [Huayou Cobalt] and LG to create a closed-loop battery cooperation
Huayou Recycling Technology and Quzhou Huayou Resource Recycling Technology under Huayou Cobalt Industry officially signed a joint venture agreement with LG New Energy under LG Group in South Korea on August 8, 2023. According to the agreement, two joint ventures in pretreatment and recycled metallurgy will be established in Nanjing and Quzhou.
overseas
● [Xinwanda] The first European factory landed in Hungary
The subsidiary of Xinwangda Power Technology Co., LTD., through its Hungarian branch, invested about 1.9 billion yuan in Hungary to build the first phase of the new energy vehicle power battery plant. The plant is mainly focused on the manufacturing and sales of lithium-ion batteries and power battery systems.
● The EU approved France to provide financial support to lithium battery companies
The European Commission has approved a €1.5 billion funding grant from France for the research and development of a new generation of electric vehicle batteries. This move contributes to the objectives of the European Green Deal and the EU Battery Strategy.
downstream
New energy vehicle
Automobile enterprise
● [Ideal Car] increased by 201.6%!
Ideal Auto reports second quarter results. Among them, the revenue in Q2 2023 was 28.65 billion yuan, which was 8.733 billion yuan in the same period last year; Net profit rose to 2.31 billion yuan and free cash flow reached 9.62 billion yuan. In terms of sales volume, total deliveries in the second quarter of 2023 were 86,533 units, an increase of 201.6% year-on-year.
● [BYD] 5 million cars
At 7:30 p.m. on August 9, BYD's 5 million new energy vehicles rolled off the assembly line in Shenzhen, becoming the world's first auto brand to reach this milestone.
overseas
● [Tesla] hit the elevated stone pier and caught fire
On August 8, a Tesla car accident occurred in the eastern section of the Second Ring Road in Chengdu, Sichuan Province. Witnesses said that the car hit the stone embankment and caught fire, and the body sparkled and sent smoke into the sky. The explosion sounded constantly on the car.
●【 Tesla 】Model3 modified model began trial production
Tesla has started trial production of the revamped Model 3, with volume deliveries expected to begin in September and be delivered in October. Ahead of schedule, the new Model 3 May use lithium ferromanganese phosphate batteries, and its production is expected to accelerate.
▲ Declaration: The views only represent the author himself, do not represent the position of East, some information from the network if there is infringement or other problems, please contact to delete.
Previous
