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EVTank: In 2023, the shipment of sodium-ion batteries is only 0.7 GWh, and industrial development is far below expectations.
According to EVTank statistics, the actual shipment volume of sodium-ion batteries in China in 2023 was only 0.7 GWh, far lower than the previously predicted 3 GWh.
Intraday Overview | Hong Kong's three major indexes all rose, with strong performance from semiconductor stocks, and Hua Hong Semiconductor rising more than 4%.
Auto stocks rebound, Great Wall Motor and Leapmotor rise over 3%, BYD Company rises nearly 3%, Geely Auto and Xpeng rise over 2%.
Read it in one picture | The list of Hong Kong stocks for May Bulls and Bears has been released! Longyuan Electric Power and GCL Energy increased by about 30% during the month
BYD Electronics increased by more than 30% this month and was included in the Hang Seng Index. The agency said it benefited from the sale of the new iPad; Jinhui Holdings surged nearly 83% in one day, with a cumulative increase of more than 40% during the month, and has settled all credit bonds issued on the open market.
Energy saving and carbon reduction action plan released! The State Council named an advanced process for promoting the construction of green hydrogen
① The plan calls for vigorously promoting renewable energy replacement, encouraging the development and application of renewable energy hydrogen production technology, supporting the construction of green hydrogen refining and chemical projects, and gradually reducing the amount of coal hydrogen used in the industry. ② According to CITIC Securities, the installed capacity of domestic green hydrogen electrolyzers is expected to exceed 4GW in 2024.
Demand from downstream industries increased, and China's lithium carbonate imports increased dramatically in January-April
China's lithium carbonate imports and lithium hydroxide exports continued to grow in January-April, and electric vehicle (EV) sales in China and overseas maintained steady growth.
Express News | The US announced a new round of tariff rules against China. Starting in August, it will launch electric vehicles and other products
Cui Dongshu: The proportion of power battery production loaded vehicles continued to decline and fell to 46% in January-April
In the past two years, the NEV and energy storage industry has been booming. Demand for batteries has increased rapidly, and the share of batteries loaded for new energy vehicles has declined.
The US announced additional tariffs on Chinese products such as lithium batteries. People in the industry chain: North America does not account for a large share of the export market
The US announced that it will impose tariffs on electric vehicles and other Chinese goods. In response, many industry insiders said that the actual impact of the policy on China's lithium battery industry chain is small.
A quick look at the Hong Kong market | The three major indices rose sharply, and the Tech Index rose nearly 2%; TechNet stocks and Apple concept stocks improved, Meituan rose nearly 4%, and BYD Electronics rose more than 9%
Domestic housing stocks were popular. Shimao Group rose more than 33%, and Sunac China rose 10%; beer stocks rose by many stocks, China Resources Beer rose nearly 5%, and Budweiser Asia Pacific rose 4%.
Reduce simply expand production capacity! Lithium battery “supply-side reform” is here, who is next?
① The Ministry of Industry and Information Technology publicly solicits opinions on the regulations and administrative measures for the lithium battery industry and announcements (draft for comments). ② Regarding “reducing and simply expanding production capacity”, it has attracted attention in the industry chain. In fact, the first edition was released as early as 2015, there are relevant requirements; ③ Compared with the old version, there are more detailed index requirements for the performance of battery products, and the battery energy density requirements have increased markedly.
Ministry of Industry and Information Technology Seeks Comments: It is intended to guide lithium battery companies to reduce manufacturing projects that simply expand production capacity
The draft for solicitation of comments mentions guiding enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.
Not hot anymore? What is the next step in new energy investment and financing that has increased 100 times in 10 years
Hot new energy investments are entering the second half.
Lithium carbonate futures are hovering around the 100,000 yuan mark, and there is a long way to go. What are the future investment opportunities in the new energy industry?
Since this year, the solid-state battery concept has fueled the market's enthusiasm for a new round of investment in the new energy sector, and the price performance of lithium carbonate futures has continued to receive market attention.
“ESG Weekly”: How to deal with the impending “decommissioning wave” of power batteries?
If you select the great inventions of the 20th century, lithium-ion batteries should be on the list.
Lithium battery life is expected to double! European team designs new pulsed power supply protocol
① According to a research report published by a European research team, the new pulse power supply agreement can double the life of lithium-ion batteries with constant charging; ② computer manufacturer Lenovo once said that the charging cycle for computer batteries is generally 300-500 times, and the continuous use time is about 5 years; ③ and the new charging agreement is expected to allow a computer to be used for up to ten years.
“Unconventional” and “maximum strength”! Sichuan sets off strong “hydrogen wind” to explore hydrogen energy vehicles free of highway tolls
According to a report by the “Sichuan Daily” today, on April 16, Sichuan Province held a work conference to further promote the development and promotion and application of green hydrogen throughout the entire industry chain.
Global gas prices have rebounded from low levels, and the contradiction between supply and demand has not been completely reversed
Global natural gas prices rose to varying degrees in 2024, which involved supply-side factors such as declining US exports and discontinuation of Russian projects, as well as complex interactions on the demand side, such as increased procurement in Asia and high European inventories
China Defies Decarbonization Trend As Coal Imports Climb 16.9% In Q1 2024
Despite global efforts towards decarbonization, coal imports in China are on the rise, signaling persistent demand for the commodity.
Does the increase in the supply of lithium resources determine whether the cost line between supply and demand is anchored in the 80,000 yuan/ton game in the industry? |Go directly to Jiangxi Lithium Industry Conference
The “2024 Jiangxi Lithium Industry Conference and the 2nd Lithium Carbonate Supply and Demand Strategy Meeting” hosted by Shanghai Steel Union E-Commerce Co., Ltd. and Minmetals Futures Co., Ltd. was recently held in Yichun, Jiangxi.
The “hydrogen” spring has arrived! Government and enterprise linkage and commercial ride-hailing press the “acceleration button” of the hydrogen energy circuit
① On March 30, the Hubei High-speed Hydrogen Energy Ecological Demonstration Line, the first large-scale hydrogen energy heavy truck high-speed transportation line in China, was launched. On the same day, Haima Motor's hydrogen fuel cell demonstration operation was also officially launched, and the first batch of 25 hydrogen fuel cell vehicles was put into market operation. ② Since the beginning of February this year, the hydrogen energy concept sector has collectively strengthened, rising 3.48% in January, while the Shanghai and Shenzhen 300 Index rose 1.03% during the same period.