Inventory | lithium electricity circle big events this week!
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2023/03/03 10:29:11
Lithium carbonate, HEADWAY Nano, Enjie shares, Keda Manufacturing, Ningde Times, Haichen Energy storage, Samsung SDI, sodium ion new battery, LG New energy, Red Flag New energy, Geely Auto, Tesla, BMW
Upstream lithium raw materials
Raw material
● Lithium carbonate price below 500,000 yuan mark
January 12, battery grade lithium carbonate down 2000 yuan/ton, the average price of 480,500 yuan/ton, industrial grade lithium carbonate down 2500 yuan/ton, the average price of 447,500 yuan/ton.
Upstream enterprise
● [Heng Chuang Nano] annual output of 5000 tons of lithium ferromanganese phosphate production line put into production
On January 9, Jiangsu Heng Chuang Nano Technology Co., Ltd. annual output of 5,000 tons of manganese ferromanganese phosphate lithium production line, in Yancheng, Jiangsu province officially put into operation. Phase I of the project settled in Yancheng Economic and Technological Development Zone, with a total investment of 300 million yuan, and an annual output of 5,000 tons of lithium ferromanganese phosphate cathode material.
● [Keda Manufacturing] invest 1 billion to build an annual output of 50,000 tons of negative electrode project
On January 10, Keda Manufacturing announced that the holding subsidiary Fujian Keda New Energy set up a wholly-owned subsidiary Chongqing Keda New Energy, to carry out an annual output of 50,000 tons of artificial graphite anode material production line project, the total investment is expected to be 1 billion yuan.
● [Njie Shares] 1.6 billion square meters/year diaphragm project started
Xiamen Torch High-tech Zone 1.6 billion square meters/year diaphragm project officially started, the project is invested by Enjie Shares, specifically planning 16 lithium battery diaphragm base film and coating sapping production lines, is expected to reach production in three years after production.
Midstream battery enterprise
Enterprise dynamics
● Kirin Battery is expected to go into mass production in the first quarter of 2023, Ningde Times revealed in a response to investors on its interactive platform on Jan 11.
● [Haichen Energy Storage] win 15GWh cell "big order" Haichen Energy Storage and Ningbo ShuangYili officially signed a three-year strategic cooperation agreement on supply of 15GWh lithium iron phosphate cell on January 9, 2023.
● [Samsung SDI] to build new battery factory for BMW in Hungary Samsung SDI said it is pushing ahead with investment in a new battery factory dedicated to BMW in Hungary, which will be used to produce new square batteries. The new plant will be built near Goed, where Samsung SDI already operates two plants, and is expected to open in the first half of this year.
Battery technology
● New sodium ion battery industry debut! On January 10, Chaowei Group and Pu sodium Energy, for the global official release of sodium ion battery. Chaowei sodium ion battery adopts stable module structure design, soft pack battery and perfect battery management system. In terms of performance, the first generation of Chaowei sodium ion battery has an energy density of up to 140Wh/kg. Through extrusion acupuncture, overcharge and overdischarge and other safety tests, the rate performance and discharge performance in high and low temperature environment have been improved.
● [LG New Energy] 100% pure silicon battery has started the test LG New Energy has developed 100% pure silicon battery, has started the comprehensive test before commercialization. 100% pure silicon refers to the cathode material of a battery made of pure silicon, which increases the battery capacity compared to existing anode materials.
Downstream new energy vehicles
Automobile enterprise
● [Red Flag New Energy] released a new logo and 3 new models
On January 8, Hongqi New Energy held a global strategy conference. And officially released a new brand LOGO and a new technology platform. So far, Hongqi has successfully constructed the overall brand structure of the four sub-brands of "new energy vehicles", "energy-saving vehicles", "Hongqi top cars" and "super sports cars".
● [Geely Auto] Quadrupled the sales of new energy vehicles to 328,700 in 2022!
January 9, Geely Auto: In December, the sales volume of new energy vehicles was 44,550, with a month-on-month growth of about 29%, and the penetration rate of new energy in one month reached 30.5%. The total annual sales volume of new energy reached 328,727 vehicles, and the annual penetration rate of new energy was about 23%, quadrupling that of 2021.
● Krypton is discontinued
The Krypton Smart Factory will be shut down for 22 days from January 11 to February 1, 2023. The main reason for the plant's suspension is for upgrading. On January 9th, Polkrypton 009, the first pure electric medium large MPV under Polkrypton brand, was mass-produced at Polkrypton Smart Factory in Hangzhou Bay, Ningbo. The new car will be delivered in this month. According to previous news, this production line upgrade will be ready for the polar Krypton 009 new vehicle production.
● [Tesla] sold out, 30,000 orders in three days
When Tesla dropped a large coupon of 29,000-48,000 yuan, Chinese people's enthusiasm for Tesla was detonated. In just three days after the price cut, Tesla already has 30,000 orders. It's selling like crazy!
● [BMW] Recall 14,086 electric vehicles!
BMW has announced a voluntary recall of 14,086 iX, i4 and i7 electric vehicles in the United States because of a safety concern with their battery controls. BMW said the faulty battery control system could unexpectedly interrupt power supplies, increasing the risk of a car accident.
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