[Lithium Cat Daily] 2022090901 Market Broadcast As of the close of the market, the Shanghai Composite Index rose 0.82% to 3262.05 points, the Shenzhen Component Index rose 1.11% to 11877.79 points, and the ChiNext Index rose 1.00% to 2548.22 points. The transaction volume of the

[Lithium Cat Daily] 20220909

01 Market broadcast

As of the close, the Shanghai Composite Index rose 0.82% to 3262.05 points, the Shenzhen Component Index rose 1.11% to 11877.79 points, and the ChiNext Index rose 1.00% to 2548.22 points.

The transaction volume of the two markets is 779.5 billion, and northbound funds have bought a total of 14.753 billion yuan.

The lithium battery industry chain has risen and fallen: the new energy vehicle sector closed at 2725.98 points, down 0.71%; the lithium battery sector closed at 1544.68 points, down 0.31%; the salt lake lithium extraction sector closed at 1597.00 points, up 0.90%.

New energy vehicles (self-selected) top ten rise and fall

Picture source: Tonghuashun

Lithium battery industry chain (self-selected) top ten rise and fall

Picture source: Tonghuashun

02 Information release

my country Automobile Automobile Association | China's power battery installation in August Volume 27.8GWh, an increase of 121% year-on-year; car sales in August were 2.383 million vehicles, of which 666,000 new energy vehicles were sold; automobile companies exported 308,000 vehicles, exceeding 300,000 vehicles for the first time in history

September 9, China Automobile Association Data shows that in August, my country's power battery installed capacity was 27.8GWh, an increase of 121% year-on-year and 14.7% month-on-month. Among them, the ternary battery installed capacity is 10.5GWh, accounting for 37.9% of the total installed capacity, an increase of 97.1% year-on-year and a 7.0% month-on-month increase; the lithium iron phosphate battery installed capacity is 17.2GWh, accounting for 62.0% of the total installed capacity, an increase of 138.6% year-on-year , a month-on-month increase of 20.0%.

html From January to August, my country's cumulative installed capacity of power batteries was 162.1GWh, a cumulative year-on-year increase of 112.3%. Among them, the cumulative loading of ternary batteries is 66.0GWh, accounting for 40.7% of the total loading of vehicles, a cumulative increase of 61.1% year-on-year; the cumulative loading of lithium iron phosphate batteries is 95.9GWh, accounting for 59.2% of the total loading of vehicles, a cumulative increase of 172.2% year-on-year, showing a rapid Growth momentum. (Financial Network)

htmlOn September 9, data from the China Association of Automobile Manufacturers showed that in August, automobile production and sales reached 2.395 million and 2.383 million respectively, a decrease of 2.4% and 1.5% month-on-month, and a year-on-year increase of 38.3% and 32.1% respectively. From January to August, automobile production and sales reached 16.967 million and 16.86 million respectively, an increase of 4.8% and 1.7% year-on-year, respectively, which was the first double growth in production and sales since the second quarter.

htmlNew energy vehicle production and sales in August reached 691,000 and 666,000 respectively, an increase of 1.2 times and 1 times respectively year-on-year. Among them, the production and sales of pure electric vehicles reached 536,000 and 522,000, respectively, an increase of 1.1 times and 92.9% year-on-year respectively. (Financial Network)

htmlOn September 9, data from the China Association of Automobile Manufacturers showed that in August, automobile companies exported 308,000 vehicles, setting a record high, achieving exports of more than 300,000 vehicles for the first time in history. Exports this month increased by 6.2% month-on-month and 65% year-on-year.

points of vehicle models, passenger cars exported 260,000 this month, a month-on-month increase of 7.6% and a year-on-year increase of 68.7%; commercial vehicles exported 49,000, a month-on-month decrease of 03%, a year-on-year increase of 47.5%; new energy vehicles exported 83,000, The month-on-month growth was 53.6% and the year-on-year growth was 82.3%, showing a rapid growth momentum. (Financial Network)

Mexico | Automobile production and export volume increased at the same time in August

September 7, the Mexican National Bureau of Statistics stated that the country's production of passenger cars and light trucks in August this year was 316,815, compared with the same period last year. The ratio was 31%. In the first eight months of this year, the country's cumulative automobile production was 2.24 million units, a year-on-year increase of 7.9%.

In addition, Mexico's exports increased by 17% year-on-year to 248,704 vehicles in August. In the first eight months of this year, the country's cumulative automobile exports were 1.86 million. In August, sales of new cars in Mexico increased by 16% year-on-year to 91,124 units. In the first eight months of this year, the country's cumulative sales of new cars were 692,685 units, an increase of 1.7% year-on-year. (Gashi Auto)

03 Industry Information

Lithium "politics"

Chongqing | Will build a world-class intelligent connected new energy vehicle industry cluster

September 9, Chongqing Municipal Government issued the "Chongqing City Construction of World-class Intelligent Connected New Energy Vehicle Industry Cluster Development Plan (2022-2030)".

The Development Plan proposes that by 2025, the prototype of a world-class intelligent connected new energy vehicle industry cluster will be initially formed, and the production and sales of intelligent connected new energy vehicles will account for more than 10% of the country.

By 2030, a world-class intelligent connected new energy vehicle industry cluster will be built, and the proportion of intelligent connected new energy vehicle production and sales in the country will be further increased, and the industrial scale will reach the world's first-class level.(Tram Transport)

Lithium "car"

BYD | Signed a contract with Thailand WHA Industrial Park to accelerate the layout of overseas markets

September 8, BYD Auto Thailand Co., Ltd. signed a contract with WHA Weihua Group Volkswagen Co., Ltd. to officially sign land subscription and construction Factory-related agreement. This marks the official launch of the first overseas passenger car factory that BYD has invested and built in Thailand, and the process of enterprise globalization has begun a new chapter. (Tram Transport)

Mercedes-Benz | Plans to join forces with RIVIAN to produce electric trucks in Europe

September 9, it was learned from foreign media that Mercedes-Benz and RIVIAN have initially signed a memorandum of understanding. Based on this cooperation, both parties will continue to do so in the future. Cooperate with the production of electric commercial vehicles. If a final binding agreement can be reached and relevant regulatory permissions are obtained, the two parties intend to establish a new joint venture manufacturing company within a few years and invest in and operate a factory in Europe to produce large electric trucks for Mercedes-Benz commercial vehicles and Rivian. Mercedes-Benz pointed out in its statement that it hopes to use its existing base in Central and Eastern Europe to establish a brand new pure electric commercial vehicle production facility. (Trunk Transport)

Ford | Launches the new pure electric van

A few days ago, it was learned from the official that Ford Commercial Vehicles will launch the new pure electric van - E-Transit Custom in the European market. The new car is equipped with a 74kWh battery pack, with a range of 380 kilometers (unknown working conditions). ( Autohome )

Nissan Auto | It will officially acquire Japanese automobile energy company

On September 9, Nissan Automobile signed a final agreement on the acquisition of Japanese automobile energy company (Vehicle Energy Japan Inc.), which will pass regulatory procedures and related Complete the acquisition after approval of the license.

This time, Nissan will acquire the common shares of Japan Auto Energy Company held by the Japan Industrial Innovation Investment Agency (INCJ, Ltd.) and will subscribe to the common shares issued by Japan Auto Energy Company. After the transaction is completed, Japan Auto Energy will become a merged subsidiary of Nissan Motor. Meanwhile, Nissan will jointly hold a stake in Japan Automobile Energy Company with its existing shareholders McSell Corporation (Maxell, Ltd.) and Hitachi Astemo, Ltd. (Gashi Auto)

Jeep | Release electrification plan: Four pure electric SUV models will be launched in North America and Europe by 2025

September 9, the official Weibo of Stellantis Group announced that by 2025, the Jeep brand will launch four pure electric SUVs in North America and Europe pure electric SUV model.

According to reports, all brands under the Stellantis Group are committed to achieving the following goals: By the end of 2030, all passenger cars sold in Europe will be pure electric vehicles, and among the passenger cars and light trucks sold in the United States, there are 50% are pure electric vehicles. The Jeep brand will benefit from the Stellantis Group's investment of more than 30 billion euros in electrification and software development between 2021 and 2025. (Financial Network)

Harbinger | Will launch a medium-sized truck chassis

September 7, Harbinger, a new electric vehicle startup, said that the company is preparing to launch an electric truck platform next year to shake the medium-sized truck market.

Harbinger said the company has developed two electric vehicle platforms that are optimized for medium-sized trucks, such as vans for delivery. The company's platform uses its own developed motors and other technologies to meet the demands of trucks that generally require up to 20 years, which is much higher than that of ordinary passenger cars.

CEO John Harris said that the ecosystem of mid-sized trucks has changed little in the past 50 years, so the company has improved its products to adapt to the existing mid-sized truck ecosystem. The company is preparing to launch two pure electric truck chassis, allowing modders to modify according to customer needs. (Gashi Auto)

Chongqing| Lianjiang New District will build a trillion-level automobile industry

September 8, according to the official Weibo of Chongqing, Li Jie, deputy director of the Liangjiang New District Management Committee, introduced that Liangjiang New District is the main development of Chongqing's automobile industry The battlefield is also the main battlefield for intelligent connected new energy vehicles.Since the beginning of this year, a number of mid-to-high-end new energy vehicle models such as Avita 11 have been launched and sold well, which has effectively promoted Chongqing's automobile industry to move towards the mid-to-high end of the value chain. In the next step, Liangjiang New District will anchor the goal of "building a trillion-level automobile industry", and implement the "Enhanced Vehicle Stock and Incremental Gathering Action" in terms of high-end vehicles, and strive to cultivate 2-3 internationals by 2025. A well-known intelligent connected new energy independent car brand. (Tram Transport)

Lithium "electricity"

CATL | reached a cylindrical battery supply agreement with BMW

September 9, BMW Group announced that it will use CATL cylindrical battery cells in the "new generation" models from 2025 starting from 2025 . Under the agreement, CATL will supply BMW with a standard diameter of 46 mm, which will be produced in two battery factories in China and Europe, each supplying BMW's annual production capacity up to 20GWh. (Auto Home)

BYD | New energy storage system with blade battery will be launched next year

September 8, at the 12th China International Energy Storage Conference held in Hangzhou, the BYD Co., Ltd. energy storage department is responsible for the BYD Co., Ltd. The company said that the company's new energy storage system product based on blade batteries will be launched simultaneously at home and abroad next year.

Currently, this new energy storage system product is undergoing relevant tests in China. After using the blade battery, its performance and safety will be greatly improved. (IT Home)

Tesla | The 9000th super charging pile in mainland China has been implemented; the recruitment of California energy storage battery factories is increased, with the goal of producing 40GWh

html per year on September 9, according to the information officially released by Tesla, The 9000th super charging pile built by Tesla China has landed in Yiyang, Hunan. Previously, Tesla China added 48 super charging stations and 198 super charging piles in July, which have been launched in 33 cities (counties) across the country. (IT Home)

htmlOn September 9, it is reported that US electric car maker Tesla is recruiting a large number of employees for Megafactory, an energy storage battery factory located in , California, , with the goal of producing 40GWh energy storage batteries every year. (Financial Network)

Yiwei Lithium Energy | will provide large cylindrical lithium-ion battery cell for BMW Neue Klasse series models

On September 9, Yiwei Lithium Energy issued an announcement stating that the company's subsidiary Yiwei Power recently received a BMW Group in Germany The fixed-point letter will provide large cylindrical lithium-ion battery cells for the Neue Klasse series models of Germany BMW Group.

announcement pointed out that the smooth implementation of the project will help the two parties establish a long-term and stable cooperative relationship in the future and further promote the company's development in the lithium-ion power battery market. (IT Home)

Fineng Technology | New battery is released, which can achieve 10-minute charging of 400 kilometers

On September 9,Fineng Technology launched a new SPS soft-pack power battery system, with the new battery energy density reaching 330Wh/kg. It supports 800V and 4C fast charging, and can obtain a range of 400 kilometers in 10 minutes of charging, which can solve the mileage anxiety and charging anxiety of electric vehicle users to a certain extent. (Auto Home)

Jinxia| Plans to raise funds for no more than 1.7 billion to increase the investment in lithium battery and silicone equipment business

On September 7, Jinxia issued an announcement that the company plans to raise funds for no more than 1.7 billion yuan to be used for advanced new energy energy. Construction project of digital factory for manufacturing equipment, multi-series silicone high-end manufacturing equipment digital factory for high-end manufacturing equipment, expansion project of intelligent factory for high-performance silicone materials for the new energy industry and supplement working capital. In terms of

fundraising and investment projects, the total investment of the construction project of the digital factory of new energy advanced manufacturing equipment is 726 million yuan, and it is planned to use the raised funds to invest 720 million yuan. The project plans to build a new modern factory, purchase advanced production equipment, introduce outstanding talents, and build a digital factory for advanced manufacturing equipment in the new energy industry. The

project relies on the company's complete technical system and mature product platform, combined with market demand and technological development trends, expands the production capacity of the company's new energy industries such as lithium ion battery advanced manufacturing equipment and lithium mica extraction battery-grade lithium carbonate equipment products. .(Wangcai Lithium Battery)

Lithium "mine"

Tesla | Consider building a lithium refinery in Texas and laying out the electric vehicle battery supply chain

Recently, according to foreign media reports, Tesla said to Texas , considering establishing a "battery-grade lithium hydroxide smelting facility" in Nueces County, the state. According to a newly published tax relief application filed by Tesla to the Texas Audit Office, the company said it would be "the first facility of its kind in North America."

Tesla said that if the factory is built, it will be responsible for processing the raw materials into a state that can be used for battery production. The resulting lithium hydroxide will be packaged and transported to Tesla's various battery manufacturing bases by truck and railway. Large-scale electric vehicle batteries provide the necessary supply chain. (Gashi Auto)

Lithium "material"

Xinde New Materials | Officially logged in the GEM

September 9, Liaoning Xinde New Materials Technology Co., Ltd. officially logged in the GEM. The company issued 17 million shares this time, with an issue price of 138.88 yuan per share. The company plans to raise 650 million yuan, with the actual total amount of funds raised to 2.361 billion yuan, and plans to be used for the annual output of 30,000 tons of carbon materials industrial upgrading projects, R&D center projects and supplementary working capital.

The negative electrode cladding material industry belongs to Xinde New Materials belongs to the middle and upstream sub-industry of the lithium battery industry chain. The company is currently the top manufacturer in China's sales and has a prominent industry position. This fundraising and listing will further expand production capacity, and lay out new materials fields to continuously improve profitability. (Tonghuashun)

04 Price Express

According to Shanghai Ganglian :

electrolytic cobalt (≧99.8%) today's average quotation price was 348,000 yuan/ton, the same as yesterday;

spodumene concentrate today's average quotation price is 5,250.00 US dollars/ton , the same as yesterday; the average quotation price of

lithium carbonate (99.5%) today was 497,400 yuan/ton, the same as yesterday; the average quotation price of

battery-grade lithium hydroxide (56.5%) today was 485,000 yuan/ton, the same as yesterday;

nickel beans (99.80%) today's average quotation price was 186,300 yuan/ton, up 2,900 yuan/ton from yesterday, an increase of 1.58%;

ternary material (523) today's average quotation price was 325,000 yuan/ton, and The average price of

power type lithium iron phosphate today was 155,000 yuan/ton, the same as yesterday.

Data source: Shanghai Ganglian

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