Inventory | lithium electricity circle big events this week!
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2022/10/30 15:47:31
This week, Guan, key and word
Lithium carbonate, aluminum plastic film, Yi Cheng Xin Neng, Green Beauty, Chuanyi Technology, Ningde Time, Huineng Technology, Lithium iron phosphate, HeSITa, Fueneng Technology, Crab shell battery, Xiaomi, Ideal
Upstream lithium raw materials
The raw materials
● Lithium carbonate price once again broke 500,000 yuan/ton mark
Recently, the price of battery grade lithium carbonate bulk order once again exceeded 500,000 yuan/ton. Among them, the product of lithium extracted from salt lake reaches 510,000 yuan/ton, and the product of lithium extracted from ore reaches 520,000 yuan/ton. Lithium is likely to remain in short supply for the next 18 months.
● Aluminum plastic film localization rate or more than 60% in 2022
In 2022, the demand for aluminum plastic film for lithium batteries in China is expected to exceed 200 million square meters, with a year-on-year growth of more than 40%; At the same time, the domestic production rate of aluminum plastic film is gradually rising. In 2022, the domestic production rate is expected to exceed 60%.
The upstream enterprise
● [Easy to become new energy] 1.6 billion plus size lithium battery and anode materials
On the evening of September 6, Yicheng New Energy disclosed the private placement plan and raised 1.6 billion yuan, which will be used for lithium-ion battery anode material development and production and construction project (Phase II), lithium-ion battery production and construction project and liquidity supplement after deducting the issuance expenses.
● [Greenme] plus high ice nickel project
On September 6, GLM announced that its wholly-owned subsidiary GLM Hong Kong, Weiming Hong Kong Company and Merit International Capital Limited jointly signed the Joint Venture Agreement on Merit, GLM Hong Kong and Weiming's Annual Production of 50,000 Tons of High Ice Nickel Containing Nickel (Indonesia) Project. Give FULL play TO their respective advantages and resources, set up a joint venture company in Indonesia to jointly invest in the development and construction of the project with an annual output of 50,000 tons of high-ice nickel nickel (Indonesia), with a total investment of 448 million US dollars.
●【 Chuanyi Technology 】 Sun Company is planning to invest 150,000 tons of sodium ion battery electrolyte project
On September 8, Chuanyi Technology corrected the announcement, the company previously disclosed the "announcement on the establishment of foreign investment holding Sun Company" : Sun Company plans to plan the construction of phase 1 50,000 tons/year, phase 2 100,000 tons of sodium ion battery electrolyte project.
Midstream battery enterprise
Enterprise dynamic
●【 Ningde Times 】100GWh battery project officially started
On September 5, Suntec signed a land purchase agreement with Debrecen, Hungary, marking the official launch of SUNtec Hungary plant project. The plant is located in the southern industrial park of Debrecen, covering an area of 221 hectares. The first plant will break ground this year. With an investment of €7.34 billion, the project has a planned battery capacity of 100GWh.
Low 55.5 billion! Solid battery tap big action!
On September 5, an industry source revealed that the company is considering investing $8 billion to build a battery factory in Europe. Potential sites include France, Germany, Poland and the UK. The factory is planned to be built in three phases in the next 10 years, with the final capacity of 120GWh.
● 764 million yuan! 【 Hestar 】 got the order of lithium iron phosphate battery
On the evening of September 5, Pret announced that recently its holding subsidiary, Hystar, had successively obtained energy storage business related orders through bidding and negotiation, and the total amount of new energy storage business orders was about 764 million yuan.
Battery technology
● Anchor user pain points, Fu Energy technology will release soft bag new products
Funeng Technology held a press conference on September 9 to unveil its new soft-pack power battery system. Customized solutions for different positioning of electric vehicles, to solve the consumer's "range anxiety" and "charging anxiety" two major problems. In the energy density, Fu Energy technology has made continuous technological breakthroughs, and the power battery energy density has been increased to 330Wh/kg, and has been certified by the American authority.
A biodegradable crab shell battery has been launched
Scientists have created a zinc-chitosan battery with biodegradable electrolytes from crab shells. The findings were published recently in the journal Matter. The zinc-chitosan battery has an energy efficiency of 99.7 percent after 1,000 discharge cycles, making it a viable option for storing energy generated from wind and solar and transferring it to the grid. And the zinc-chitosan battery electrolyte breaks down completely within five months.
Downstream new energy vehicles
Energy storage areas
●【 Xiaomi 】 into energy storage! The first mobile energy storage product launched
On September 6, Xiaomi released Mijia Outdoor Power Supply 1000Pro, which is also the first outdoor power supply product owned by Xiaomi, indicating that Xiaomi officially entered the mobile energy storage market.
Car companies
● Bus giant next battery!
In the evening of September 6, Ankai bus announced that the company and JAC Motors, Verdi battery and Zhejiang storage energy, power battery cooperation matters, after friendly consultation reached a consensus on September 6 signed the "joint venture framework Agreement". The four parties plan to jointly invest in a joint venture company to build new energy power battery production plants and carry out new energy power battery production projects.
Three major auto giants unified procurement Ningde Times power battery!
September 7, the news shows that at present, Honda China, Guangqi Honda, Dongfeng Honda respectively from Ningde Times to purchase pure electric vehicle power battery. The three auto giants will set up a joint venture power battery procurement company -- Zhongrui Trade at the end of September 2022. From now on, the new company will centrally purchase power batteries from Sunde Times, so as to achieve efficiency improvement.
●【 ideal 】ONE will be discontinued!
A few days ago, there is news that Ideal car has been a magic weapon sales crown - the first production model Ideal ONE "diving" price of 20,000 yuan sold, and will officially stop production in October this year. The news sent netizens into a frenzy. Many of the owners of the ideal ONE just before the purchase is into the store to safeguard their rights.
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