Lithium Event Summary (7.17-7.21)
Back
2023/07/27 11:26:53
Electrolyte, anode material, lithium salt, BYD, Wanhua Chemical, Tesla, Ningde era
upstream
Lithium battery raw material
Upstream performance
●【 Sinochem Blue Sky 】 Electrolyte project started
Sinochem's Haohua Blue Sky electrolyte project with an annual output of 200,000 tons officially started in Zigong Chuannan New Materials Chemical Park, Sichuan. The project, with a total investment of 1.1 billion yuan and an area of 300 mu, is expected to be completed in May 2024.
●【 NJIE 】 1.6 billion square diaphragm project started
Yuxi Enjie 1.6 billion square meters diaphragm project started. The total investment of the project is about 4.5 billion yuan, and the construction is divided into two phases. The first phase of the plan to invest 2.4 billion yuan, an annual output of 800 million square meters diaphragm; The second phase plans to invest 2.1 billion yuan, with an annual output of 800 million square meters of diaphragm.
● 100,000 tons of lithium cathode material project started
According to the news of "Luoyang Petrochemical Engineering Construction Group Company", Luoyang Honglian New Material Technology Co., LTD. 100,000 tons/year lithium battery anode material precursor project started.
●【 Wanhua Chemical 】 Set up a new company
Wanhua Chemical (Penglai) Battery Chemical Technology Co., Ltd. was established, mainly engaged in the research and development, manufacturing of electronic special materials, and sales of high-purity elements and compounds. Wanhua Chemical Group Battery Technology Co., Ltd. holds 80%.
● Lithium electric materials leading [Germanfang Nano] thunder
German nano announced that it is expected to lose about 1.04 billion yuan to 1.17 billion yuan in the first half of 2023, compared with the profit of 1.28 billion yuan in the same period last year, there will be a situation from profit to loss. Excluding non-recurring gains and losses, the net loss is expected to be between $1.06 billion and $1.19 billion.
Middle reaches
Battery enterprise
Enterprise dynamics
● [BYD] to build a battery factory
Chinese battery/electric vehicle maker BYD (002594.SZ) has submitted a $1 billion investment proposal for a joint venture with Megha Engineering& Batteries to manufacture electric vehicles and batteries in India.
●【 Shenghong Group 】 Super factory officially started
According to the official wechat of Shenghong Group, the energy storage battery super factory and the new energy battery Research Institute project of Shenghong Holding Group officially started at the site. The overall planning capacity of the project is 60GWh, with a total investment of 30.6 billion yuan.
●【 Ningde Era 】 Set up an airline company with COMAC
Comac Times (Shanghai) Aviation Co., Ltd. was established and is jointly owned by Ningde Times, COMAC and Shanghai Jiaotong University Enterprise Development Group. The company is mainly engaged in civil aircraft parts design and production, civil aircraft manufacturing (engines, propellers) and battery sales business.
overseas
● [Panasonic] may set up a factory in India
After a relentless expansion in North America, Panasonic has set its sights on India. Recently, India related news, Panasonic in the Indian government's support for battery-related policies, decided to open a battery manufacturing plant in India.
● [Samsung] will manufacture FSD chips for Tesla HW5.0 platform
South Korean media reported that Samsung Electronics will produce a new generation of FSD chips for the Tesla HW 5.0. The chip will be manufactured using Samsung's 4nm process and is expected to support level L5 autonomous driving functions.
downstream
New energy vehicle
Automobile enterprise
●【 Skyworth Auto 】 Released a large vehicle voice model
Skyworth Automotive recently held the "Reed Zhiyuan - Small V GPT Launch and second-generation product Launch Seminar", and released the "800V+4C super fast charge technology" of the second-generation product and the "new intelligent car machine" SKYlink and Small V GPT.
● [NIO Auto] through the Silk Road
Nio Motor officially announced the completion of "Power Journeys Silk Road". The whole journey is 3,133 kilometers, and a total of 33 charging and replacing power stations are arranged. Depart from Xi 'an to the west, pass by Zhangye Danxia Geoparks, Mogao Grottoes, Tianshan Tianchi, Sayimu Lake, and finally reach Horgos.
overseas
● [Tesla] applied to retrofit its German factory
The company has applied for approval from German local authorities for a complete revamp of its plant near Berlin, including the construction of a battery testing laboratory and the expansion of water recycling and battery production.
● [Nissan] reached an agreement with [Tesla]
According to foreign media reports, Nissan has signed an agreement with Tesla to adopt Tesla's charging standard NACS from 2025. Nissan is the first Japanese manufacturer to adopt the NACS standard, and like other car companies, Nissan is also equipped with a converter head in 2024, and a new car in 2025 is equipped with a NACS charging port.
Previous
