science and Innovation Board daily, February 12, this week, important events in the field of carbon neutralization include: the two departments issued opinions on improving energy green and low-carbon transformation systems, mechanisms, policies and measures; Chile’s “nationalization of lithium mines” has taken a key step, and countries have set thresholds for lithium mining; Tesla‘s revenue in China exceeded US $13.8 billion last year, a year-on-year increase of 107.8%.
Kechuang board daily continues to pay attention to carbon neutralization and the company dynamics, technology research and development, investment and financing behind it. If you have carbon neutralization related cases, you can contact us through the following email: [email protected]. 。
[Focus] {123567}
Power battery war upgrade: the first wave of hybrid lithium metal battery stirs up the situation, and the semi-solid technology heats up again
The US government plans to allocate $5 billion to build charging piles on a large scale
Tesla recalled for the tenth time in nearly four months! The function of optional speaker sound effect is also disabled
The inflection point has not yet come! Polysilicon prices rose slightly after the festival, and the photovoltaic industry chain may only be thirsty in the first half of the year
Top car tier 1 seeks transformation, wants to split the automatic driving department, and also considers sending it to the market
Tesla? Volvo will invest more than US $1 billion to import integrated casting process or introduce Chinese factories in the future
[international overview] {123567}
Hitachi law establishes a new government “emission reduction” guidance fund
Recently, the Japanese government finalized the amendment to the law on the promotion of global warming countermeasures at the cabinet meeting, adding the content of a new government guidance fund jointly funded by officials and people, and stipulating that the central government has the obligation of financial assistance for the decarbonization of local autonomous bodies. The amendment of the act is mainly aimed at promoting local governments and enterprises to increase investment and help achieve the two major goals of “emission reduction” and “zero emission” proposed by the government – reducing carbon emissions by 46% in 2030 compared with 2013 and achieving zero greenhouse gas emissions and “carbon neutrality” by 2050, so as to fully realize a decarbonized society.
Chile’s “nationalization of lithium mines” has taken a key step. Countries have set thresholds for lithium mining
This week, Chile’s constitutional assembly preliminarily approved a proposal submitted and approved by the parliamentary Environment Committee, which aims to promote the nationalization of copper, lithium and other strategic assets. This shows that the nationalization of lithium and other mineral resources in Chile has taken a key step. As part of Chile’s plan to draft a new constitution, in the future, the proposal will face a vote by all members of Parliament, and the final draft will be put to a referendum later this year. The market believes that in the medium and long term, the supply of lithium ore in Chile will be limited, and there is uncertainty in the long-term release of global lithium resources. As countries accelerate the “double carbon” process, green energy resources, including lithium, have become a hot “pastry” in the market. The tendency of countries to set thresholds for lithium mining is becoming clearer and clearer. Based on the “huge profits” of the lithium industry chain, many governments plan to strive for more control and interests.
the United States launched a $5 billion electric vehicle charging station construction plan
The Biden administration detailed how it would allocate $5 billion to States over five years to build thousands of electric vehicle charging stations. The investment is part of the U.S. government’s agenda to address man-made climate change and promote clean energy transformation. Transportation is one of the largest contributors to greenhouse gas emissions in the United States, accounting for about one-third of emissions every year. The Biden administration has promised that half of the cars sold in the United States will be electric or plug-in hybrid vehicles by 2030. According to the prediction of consulting firm Alix partners, by 2030, about 24% of the new cars sold worldwide will be all electric, and the United States will become the third largest electric vehicle market in the world after China and Europe.
French President macron: we will speed up the construction of renewable energy and build 50 offshore wind farms by 2050
French President macron announced on the 10th that France will launch large-scale new projects in the field of energy production, speed up the construction of renewable energy and restart the construction of civil nuclear power plants. According to the plan announced by macron, by 2050, France will build 50 offshore wind farms to achieve the goal of 40 GW of wind power capacity; Cecep Solar Energy Co.Ltd(000591) the installed capacity of power generation will increase tenfold to more than 100 GW. Macron said that France will continue to invest in the development of renewable thermal energy such as hydropower stations and biogas utilization. According to the “France 2030” plan, the country will invest 1 billion euros in renewable energy development.
[China dynamics]
the two departments issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation
The national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation (hereinafter referred to as the opinions), which proposed to strengthen the top-level design of new power system. Promote clean power sources and electrification of end-of-life energy consumption, adapt to the needs of new energy power development, formulate the development strategy and overall plan of new power system, and encourage all kinds of enterprises and other entities to actively participate in the construction of new power system.
The opinion proposes to promote the green and low-carbon transformation of transportation, optimize the transportation structure, and promote green and low-carbon transportation facilities and equipment. We will promote large-capacity electrified public transport and clean energy transportation tools such as electric power, hydrogen energy, advanced biological liquid fuel and natural gas, improve the layout and service facilities of charging and changing electricity, hydrogenation and gas (LNG) stations, and reduce the cost of clean energy in the field of transportation.
The opinions put forward that during the 14th Five Year Plan period, the institutional framework for promoting green and low-carbon energy development should be basically established, a relatively perfect policy, standard, market and regulatory system should be formed, and a green and low-carbon energy transformation promotion mechanism led by the “double control” of energy consumption and the target system of non fossil energy should be constructed. By 2030, we will basically establish a complete basic system and policy system for green and low-carbon development of energy, and form an energy production and consumption pattern in which non fossil energy can basically meet the increment of energy demand, replace the stock of fossil energy on a large scale, and comprehensively enhance the ability of energy security.
people’s daily comment: the strategy of achieving carbon peak and carbon neutralization should make progress while maintaining stability
The people’s daily commented that achieving carbon peak and carbon neutralization is a broad and profound economic and social change, which can not be achieved easily. This is a complex project and a long-term task, and it is impossible to accomplish its work in one service. This requires us to be firm in our goals and make progress in our strategies. In reality, some places engage in “carbon charging”, some engage in “one size fits all” and sports “carbon reduction”, which do not meet the requirements of the Party Central Committee and must be corrected in time. From the perspective of cognition, to achieve carbon peak and carbon neutralization, we must coordinate the two major events of development and safety, handle the relationship between development and emission reduction, overall and local, short-term and medium and long-term, and adhere to the principles of national overall planning, saving priority, two wheel drive, internal and external unimpeded and risk prevention.
eight departments including the Ministry of industry and information technology: promote the safe echelon application of waste power batteries in the fields of standby, charging and replacement
Eight departments including the Ministry of industry and information technology issued the implementation plan for accelerating the comprehensive utilization of industrial resources.
The scheme proposes to improve the management system and strengthen the whole life cycle traceability management of power batteries of new energy vehicles. Promote cooperation between upstream and downstream of the industrial chain to jointly build recycling channels and build a cross regional recycling system. Promote the safe echelon application of waste power batteries in the fields of power backup, charging and replacement. Build a number of echelon and recycling demonstration projects in key areas such as Beijing Tianjin Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area. Cultivate a number of echelon and recycling backbone enterprises, and strengthen the R & D and promotion of technologies such as nondestructive testing of power batteries, automatic disassembly and efficient extraction of valuable metals.
Ministry of transport: accelerate the development of new energy and clean energy vehicles and vessels and strengthen the substitution of transportation electrification
The Ministry of transport held the first meeting of the leading group for carbon peak neutralization. Li Xiaopeng, Minister of transport, requested to fully promote the work of carbon peak neutralization in transportation. First, pay close attention to the optimization of transportation structure. Accelerate the construction of a comprehensive three-dimensional transportation network, accelerate the development of multimodal transport with railways and waterways as the backbone, build a perfect, reasonable and convenient urban and rural public transport system, and promote the integrated development of new technologies and transportation formats. Second, promote the application of energy-saving and low-carbon equipment. We will accelerate the development of new and clean energy vehicles and ships, strengthen the replacement of transportation electrification, accelerate the renewal and transformation of old means of transport, and promote the tackling of cutting-edge technologies. Third, focus on green and low-carbon travel. Comprehensively promote the construction of transit metropolis, improve the supply capacity of public transport, actively carry out green travel creation actions, and guide the public to give priority to green travel modes. Fourth, pay close attention to the economical and intensive utilization of resources. Make overall use of resources such as line location, land and airspace of comprehensive transportation channels, encourage different modes and different levels of linear transportation infrastructure to share channels, and vigorously promote energy-saving and environmental protection materials and processes.
three departments: resolutely curb the blind construction of iron and steel smelting projects and strictly implement the capacity replacement
The Ministry of industry and information technology and other three departments have issued guidance on promoting the high-quality development of the iron and steel industry, which puts forward that by 2025, the iron and steel industry will basically form a high-quality development pattern with reasonable layout and structure, stable resource supply, advanced technology and equipment, prominent quality brand, high intelligence level, strong global competitiveness, green, low-carbon and sustainable development. New steel production capacity is strictly prohibited. We will resolutely curb the blind construction of steel smelting projects, strictly implement the laws, regulations and policies on capacity replacement, project filing, environmental impact assessment, pollutant discharge permit and energy assessment, and shall not increase steel production capacity in the name of machining, casting and ferroalloy.
[industry trends]
Tesla’s revenue in China exceeded US $13.8 billion last year, with a year-on-year increase of 107.8%
According to the 10-K annual report submitted by Tesla to the securities and Exchange Commission (SEC), Tesla’s revenue in the Chinese market reached US $13.844 billion in 2021, a year-on-year increase of 107.8%. Tesla’s revenue in the Chinese market in the first three quarters of last year was $9.015 billion. Based on this calculation, Tesla’s revenue in China in the fourth quarter of last year was $4.829 billion. Tesla’s revenue in China increased significantly, mainly due to the increase in production and delivery of Shanghai Super factory. According to the statistics of the passenger Federation, Tesla delivered 484130 vehicles in China last year, accounting for 51.7% of Tesla’s 936000 deliveries worldwide.
Tesla recalls 26681 cars in the United States
The National Traffic Safety Administration (NHTSA) said on Wednesday that Tesla would recall 26681 vehicles in the United States because a software error could lead to a decline in windshield defrosting performance.
Guangdong Jiayuan Technology Co.Ltd(688388) : it is proposed to establish a joint venture with Contemporary Amperex Technology Co.Limited(300750) to invest in the construction of high-performance electrolytic copper foil project
According to the announcement of Guangdong Jiayuan Technology Co.Ltd(688388) , the company plans to invest with Contemporary Amperex Technology Co.Limited(300750) to establish Guangdong Jiayuan Times New Energy Materials Co., Ltd. in Meixian District, Meizhou City, with a registered capital of 500 million yuan. The company plans to invest 400 million yuan, accounting for 80% of the registered capital of Jiayuan times; Contemporary Amperex Technology Co.Limited(300750) plans to invest 100 million yuan, accounting for 20% of the registered capital of Jiayuan era. The joint venture is jointly established to plan and build a high-performance electrolytic copper foil project with an annual output of 100000 tons. The investment amount of the project construction is large, and the rest of the required funds will be supplemented by the self owned or self raised funds of both parties of the joint venture.
Volvo cars plans to introduce the aluminum alloy integrated casting process into China
Volvo cars has plans to introduce aluminum alloy integrated casting process and battery CTC technology into Chinese factories. Earlier, Volvo cars announced that it would invest SEK 10 billion (about US $1.1 billion) to upgrade the torslanda plant in Sweden. One of the key items is to introduce the integrated casting process of large aluminum parts and build a new battery assembly plant to integrate battery cells and modules into the car floor structure.
Jinko Power Technology Co.Ltd(601778) : the proposed 300MW photovoltaic power generation project in Saudi Arabia
Jinko Power Technology Co.Ltd(601778) announced that the company plans to invest in the construction of 300MW photovoltaic power generation project in Saudi Arabia, with an investment amount of about US $209 million (equivalent to about 1.325 billion yuan).
Ganfeng Lithium Co.Ltd(002460) : the capacity of MT Marion spodumene project will be technically transformed and expanded
Ganfeng Lithium Co.Ltd(002460) it was announced that the company and its wholly-owned subsidiary Ganfeng international agreed that PMI would provide the company with spodumene underwritten in MT Marion spodumene project, and the company would process it into lithium compound products agreed by both parties, which would be sold by the company. Recently, the company received a notice from rim that RIM’s management is considering the technical transformation and expansion of the capacity of MT Marion spodumene project through the optimization of production process and the development of contact minerals. The expansion project is preliminarily expected to be put into operation in the second half of 2022, and the original capacity scale is expected to increase by 10-15%. In addition, the capacity of contact minerals will be increased by 10-15%, The specific expansion scale depends on the process optimization results and the actual situation of contact minerals.
Eve Energy Co.Ltd(300014) : it plans to build a 100 billion level new energy battery industry cluster with Huizhou Municipal government
Eve Energy Co.Ltd(300014) announced that the company signed the strategic cooperation framework agreement with Huizhou Municipal People’s government. The two sides will deepen strategic cooperation and build Huizhou 100 billion new energy battery industry cluster. According to the agreement, when the land supply and energy supply meet the project landing conditions, the total output value of Eve Energy Co.Ltd(300014) and holding enterprises will reach 100 billion yuan by 2025, helping the development and growth of Huizhou new energy battery industry.
LG new energy plans to increase the factory capacity in Michigan by five times to produce energy storage batteries
It is reported that the City Council of Holland, Michigan, recently approved a tax cut plan for LG energy solution, the world’s second-largest battery manufacturer, to invest in expanding local factories. According to the business plan submitted by LG new energy to Holland, LG plans to spend US $1.7 billion (about RMB 10.82 billion) to make the annual battery capacity of local factories reach 25 GWH in 2025, five times higher than the current 5gwh. LG new energy’s Holland plant began operation in 2012. The plant supplies batteries to North American automobile manufacturers such as general motors. By improving production capacity, LG new energy plans to cooperate with European companies to produce energy storage batteries.
Hyundai has entered the Japanese market again after 13 years. It plans to accept online orders from May
Hyundai Motor said in a briefing in Tokyo on Monday that the company will start selling IONIQ 5 electric vehicles and fuel cell car NEXO in Japan this year.
Shigeaki Kato, general manager of Hyundai Motor Japan, said at the press conference that it plans to accept online orders from May. According to Yonhap, Hyundai entered the Japanese market in 2001, but due to unsatisfactory performance, it stopped most of its business in 2009 and retained only commercial vehicles such as buses. This will be Hyundai’s re-entry into the Japanese passenger car market after 13 years.
[technology and investment and financing]
new energy vehicle electrical system supplier “Zhilv technology” completed a new round of financing of 100 million yuan
Recently, the new energy vehicle electrical system supplier “Zhilv technology” announced the completion of a new round of financing of 100 million yuan. This round of financing is led by Xiaomi, followed by Yonghua investment, Yuanhe holding, leading venture capital and other institutions. The funds raised will be used for R & D investment in high-voltage power connection and high-voltage distribution management solutions, expand production scale and improve commercial layout.
use old masks to make economical batteries
Russia’s State Research University of technology has developed a new technology to produce economical batteries using old masks, and the battery shell is made of waste drug packaging. The study was published in the journal energy storage. The researchers said that the new technology can obtain both thin and flexible low-cost batteries, which can also be disposable because of their low cost.
enli power completed over 100 million yuan of financing
Enli power announced the completion of a round of over 100 million yuan financing, led by shimmer venture capital, followed by Borun capital, yuannuo Tiancheng, Lvdong capital and potential energy capital. Potential energy capital acted as the exclusive financial adviser.
