This week, important events in the field of carbon neutralization include: Contemporary Amperex Technology Co.Limited(300750) said that the ultimate solution for models in the range of 80000-120000 yuan is to change power from chocolate; Huawei contracted to build the largest low-carbon data center in the Middle East and Africa. Phase I was put into use in May; Adeka company of Japan has developed a trial product of “lithium sulfur battery”.
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]. 。
[hotspot Focus]
Huawei’s automatic driving department will be acquired by Volkswagen? “Joint venture” or its next direction
The “energy storage king” is coming! The world’s largest vanadium battery project is about to be connected to the grid
How good is the battery recycling business? The former CTO of Tesla left to start a business, and the old owner also participated in the investment
Tesla: recall a total of 26047 domestic model 3 and model y electric vehicles
Further promote electrification! Nissan plans to spend $500 million to transform American factories
After three months, the 100 billion lithium salt leader rose again! Can the soaring price of lithium bring back the spring of valuation repair?
[international overview]
the national highway traffic safety administration launched an investigation into Tesla‘s “ghost brake” incident
The National Highway Traffic Safety Administration (NHTSA) said on February 17 local time that it would launch an investigation into Tesla’s “ghost brake” incident. The National Highway Traffic Safety Administration said in its investigation notice that the government had received 354 complaints in the past nine months. The complaint claims that when using the advanced driver assistance system (ADAS) function of Tesla vehicles, including adaptive cruise control, the vehicle brakes accidentally when driving at high speed.
the Italian government issued a package plan on energy
In order to control the cost of electricity and natural gas, support industry and develop renewable energy, the Italian cabinet approved a package plan with a total amount of nearly 8 billion euros (about 57.5 billion yuan) on February 18 local time. The Italian government has proposed a series of measures, including tax reduction and exemption for enterprises and subsidies for ordinary families, and plans to speed up the construction of renewable energy projects such as photovoltaic power generation. Italian Prime Minister Draghi said that due to the rise in electricity and natural gas prices, the intensification of inflationary pressure and the slowdown of Italian economic growth, it is necessary to “protect families and enterprises”.
[China dynamics]
National Development and Reform Commission: resolutely eliminate backward production capacity in coal chemical industry
The official account of the NDRC official public in February 17th issued an interpretation of the guidelines for energy conservation and carbon transformation and upgrading in key areas. It said that the backward and inefficient production capacity should be eliminated and the industry as a whole promoted. The guide emphasizes the need to strictly implement relevant laws and regulations on energy conservation, environmental protection, quality, safety technology and policies such as the Guiding Catalogue for industrial structure adjustment, and accelerate the elimination and exit of coal chemical production capacity with energy efficiency below the benchmark value and unable to reach above the benchmark value through energy-saving transformation. The guide also proposes to adhere to the development and application of cutting-edge technologies and lead the leapfrog development of the industry. The successful development and application of cutting-edge technologies will make it possible to break through the limitations of the original technical conditions, promote the optimization of process flow, reduce consumption, make more rational use of materials and energy, and essentially accelerate energy conservation and carbon reduction.
Twelve departments: organize and implement the special action for innovation and development of photovoltaic industry
The national development and Reform Commission and other 12 departments jointly issued several policies to promote the steady growth of industrial economy, which proposed to organize and implement the special action for the innovation and development of photovoltaic industry, implement the construction of large-scale wind power photovoltaic bases in desert Gobi desert areas, encourage the development of distributed photovoltaic in the Middle East, and promote the development of offshore wind power in Guangdong, Fujian, Zhejiang, Jiangsu and Shandong, Drive Cecep Solar Energy Co.Ltd(000591) battery and wind power equipment industry chain investment. Promote the transformation and upgrading of coal-fired power units with a coal consumption of more than 300g standard coal / kWh, implement the flexible transformation of coal-fired power units in northwest, northeast and North China, and speed up the transformation of heating units; For the planned trans provincial transmission lines and qualified supporting power supply, we should speed up the approval of commencement, construction and operation, and drive the investment in equipment manufacturing industry.
Complete implementation of the new concept of carbon peak in Zhejiang 123567}
The CPC Zhejiang Provincial Committee and Zhejiang Provincial People’s government issued the implementation opinions on fully, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization. It is proposed to implement the “scenery doubling” project, promote the development mode of “photovoltaic + agriculture, fishery and forestry”, promote the photovoltaic construction of the whole county, and build several million kilowatt offshore wind power bases. Develop renewable energy power generation such as biomass energy and marine energy according to local conditions. Actively, safely and orderly develop nuclear power and build coastal nuclear power bases. Comprehensively promote the development of the whole chain of hydrogen energy production, storage, transmission and utilization. Expand the scale of power generation and utilization of natural gas. Orderly promote the layout and construction of pumped storage power stations.
It is proposed to speed up the construction of low-carbon transportation infrastructure. Put the concept of green and low carbon into the whole process of transportation infrastructure planning, design, construction, operation and maintenance, and accelerate the construction of beautiful roads, beautiful waterways and urban-rural greenway networks. Promote the construction of low-carbon transportation hubs such as roads and water service areas, bus transfer centers and ports. Accelerate the construction of infrastructure such as charging (replacement) and port power, and build an intelligent service platform for charging infrastructure information. Promote the construction of comprehensive energy supply service stations and hydrogenation stations.
[industry trends]
Contemporary Amperex Technology Co.Limited(300750) : the ultimate solution for models in the range of 80000-120000 yuan is to exchange chocolate for electricity
Contemporary Amperex Technology Co.Limited(300750) disclosed the announcement on the record form of investor relations activities, Contemporary Amperex Technology Co.Limited(300750) believed that the ultimate solution for models in the range of 80000-120000 yuan is chocolate for electricity. At present, the company also has the annual recycling technology and production capacity of ternary and iron lithium waste batteries, and the production capacity will continue to expand in the future. After the short-term cost rise of raw materials such as lithium carbonate has a certain impact on the company, it can be hedged in a variety of ways; Copper and aluminum can be greatly reduced through new technologies.
Huawei undertook the construction of the first phase of the largest low-carbon data center in the Middle East and Africa, which was put into use in may
The largest Cecep Solar Energy Co.Ltd(000591) power supply data center in the Middle East and Africa contracted by Huawei and Dubai Hydropower Bureau. At present, the project delivery team composed of Huawei employees from six countries has built 2000 + square meters of computer room in the desert of the Middle East in five and a half days. It is reported that the first phase of the data center is planned to be put into use in May this year, and will be put into trial operation in March to welcome the visit of the Dubai chief. The overall planning area of the park is more than 100000 square meters. It will be driven by 100% green electricity. It is the largest low-carbon data center in the Middle East and Africa.
China Shipbuilding Industry Group Power Co.Ltd(600482) the output of battery in January increased by 146% year-on-year, and the loading volume increased by 87%
According to the monthly data of China Shipbuilding Industry Group Power Co.Ltd(600482) battery in January 2022 released by China Automobile Industry Association, the output of China Shipbuilding Industry Group Power Co.Ltd(600482) battery in that month totaled 29.7gwh, with a year-on-year increase of 146.2% and a month on month decrease of 6.2%. Among them, the output of ternary battery was 10.8gwh, accounting for 36.5% of the total output, with a year-on-year increase of 57.9% and a month on month decrease of 5.4%; The output of lithium iron phosphate battery was 18.8gwh, accounting for 63.3% of the total output, with a year-on-year increase of 261.8% and a month on month decrease of 6.3%.
Tesla signed a large lithium ore purchase order with Australian lithium miners to purchase 100000 dry metric tons of spodumene concentrate in the first year
Liontown resources, an Australian lithium miner, announced on Wednesday that it had signed a five-year agreement with Tesla to supply spodumene concentrate to the electric vehicle manufacturer. According to the agreement, Tesla will purchase 100000 dry metric tons (DMT) of spodumene concentrate in the first year from 2024 and increase it to 150000 dry metric tons per year in subsequent years. Liontown will supply lithium ore from its Kathleen Valley lithium project in Western Australia, which is expected to begin commercial production in 2025. The supply to Tesla will account for about one-third of the annual production capacity of the project. The previous month, liontown signed a five-year lithium ore supply agreement with LG Chem of South Korea.
Yunnan Yuntianhua Co.Ltd(600096) : signed cooperation agreements with Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and other new energy battery industry chain projects
Yunnan Yuntianhua Co.Ltd(600096) announced that it had signed a cooperation agreement with Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings on the whole industry chain project of new energy batteries, and agreed to jointly establish two joint ventures in Yuxi City to jointly develop, produce and sell new energy batteries and upstream and downstream materials of new energy batteries, so as to promote the construction of the industry chain of new energy batteries. The four companies plan to build new energy batteries, lithium battery isolation membrane, iron phosphate, lithium iron phosphate, copper foil and other battery supporting projects in Yuxi City around the target mineral resources in Yuxi City in the future. It is planned to invest in three phases: the first phase of the project promises to invest about 18.05 billion yuan, which will be completed by December 31, 2023; the second phase of the project promises to invest about 33.65 billion yuan, which will be completed by December 31, 2025; the third phase of the project is planned to be completed by 2030, with a total of 51.7 billion yuan.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : the total investment of hydrogen power development planning project is expected to be 16.8-18.8 billion yuan
Hydropower announced that the company signed the strategic cooperation framework agreement with Wuhai municipal government and Xingbang technology. The investment in hydrogen power industry chain mainly includes: building two carbon neutral hydrogen power industrial parks (Fengguang green hydrogen production, storage, transportation and processing Industrial Park and hydrogen fuel cell engine and its core components Industrial Park); The hydrogen power development plan will closely follow the integration and high standards and complete the implementation of the overall industrial chain in three years. The total investment is expected to be 16.8-18.8 billion yuan. The project is expected to form 10000 sets of hydrogen fuel cell modules, hydrogen fuel cell heavy trucks and bus sanitation vehicles, and form the hydrogen production and hydrogenation supply service capacity required by 10000 hydrogen fuel cell vehicles.
American amprius company has produced the first batch of ultra-high energy density lithium batteries, 73% higher than Tesla
Amprius company in California announced that it has produced the first batch of lithium batteries with ultra-high energy density. The battery density of this lithium battery reaches 450wh / kg (1150 WH / L), which is the lithium battery with the highest energy density among the available batteries at present. By weight, the energy of the amprius lithium battery is 73% higher than that of the Tesla Model 3 battery, but the volume is reduced by 37%. Amprius said that the battery can achieve such high energy density mainly because it uses silicon nanowire technology.
Baidu Apollo signed a strategic cooperation agreement with Samsung Electronics to jointly build a smart car alliance ecosystem
Recently, baidu Apollo and Samsung Electronics signed a strategic cooperation agreement on smart car alliance. The two sides will build a smart car alliance ecosystem around the mobile car Internet service experience. The “Baidu carlife + Samsung customized version” app jointly developed by the two sides will be launched in the near future. It aims to popularize vehicle intelligent networking products and services, and provide end users with richer vehicle connection experience and more intelligent vehicle services.
Tesla competitor rivian tests its own battery in South Korea
American electric vehicle manufacturer rivian will set up a pilot production line for battery research and development (R & D) in South Korea. It is reported that recently, rivian’s senior leader visited South Korea and visited the factory land of the new production line.
the foundation of Midea’s new strategic base for new energy auto parts was laid
The signing and foundation laying ceremony for the new strategic base of new energy auto parts of Anqing Weiling Auto Parts Co., Ltd., a subsidiary of Midea industrial technology, was held in Anqing City, Anhui Province. It is understood that the total investment of the new strategic base project of new energy auto parts is about 11 billion yuan, of which the investment in fixed assets is about 6.5 billion yuan. The planned land for phase I of the project is 458 mu, which is located in Yuanmeng new area, Anqing city. The project mainly produces power steering motor, new energy vehicle electric compressor, new energy vehicle drive motor and other products, and creates three system R & D centers and national laboratories for thermal management, main drive and auxiliary / intelligent driving.
[technology and investment and financing]
the new catalyst improves the efficiency of CO2 conversion to gasoline by a thousand times
In a recent paper published in the proceedings of the National Academy of Sciences, U.S. researchers described a new catalyst that can convert CO2 into other useful chemicals, such as propane, butane or other hydrocarbon fuels composed of long chains of carbon and hydrogen, by increasing the production of long-chain hydrocarbons in chemical reactions. Under the same conditions, the butane produced by the new catalyst is 1000 times longer than the longest hydrocarbon produced by the standard catalyst under maximum pressure.
adeka company of Japan has developed the trial product of “lithium sulfur battery”, and the energy density is twice that of the existing lithium battery
Adeka company of Japan has developed a trial product of “lithium sulfur battery”. Its energy density is about twice that of existing lithium-ion batteries. Adeka, in cooperation with battery manufacturers, will strive to commercialize the sales of electrode materials by 2030.
“cheneel technology” won 20 million yuan of PREA round financing
Recently, cheneel technology, a commercial energy service management enterprise, announced that it had completed a 20 million yuan PREA round of financing. This round of investment was led by Xianfeng k2vc and followed by Rongyi capital. The funds will be mainly used for energy storage product R & D, market development and operation.
geometric partner of Boyuan capital strategic investment autopilot company under Bosch
Shanghai geometric partner intelligent driving Co., Ltd., an overall solution provider of automatic driving, announced the completion of a new round of strategic financing, which was exclusively invested by Boyuan capital, a market-oriented investment platform of Bosch. It is reported that with the completion of this round of strategic investment, geometric partners will conduct in-depth cooperation with Bosch group around the advantages of both sides at the capital and business levels. According to the data, the geometry partner was established in October 2018 and can provide L2-L4 oriented automatic driving software and hardware integration system and overall solution based on machine perception and deep learning.
new energy vehicle personalized consumer brand “Heluo technology” completed ten million yuan Angel round financing
“Halo effect”, a personalized consumer brand of new energy vehicles under “Heluo technology”, completed an angel round of financing of tens of millions of yuan in December, which was exclusively invested by Tiantu capital, and extreme capital was the exclusive financial adviser for this round of financing. According to Zhang Shuai, founder of Heluo technology, this round of financing will be used for product R & D, market development and team building this year.
automatic driving truck company “mainline technology” announced the completion of round B financing
The automatic driving truck company “mainline technology” announced that it has obtained a new round of financing led by BAIC industrial investment, followed by Zhengzhou state investment and advantageous capital. So far, mainline technology has officially completed round B financing, and will continue to promote R & D and accelerate the implementation around the digitization, intelligence and unmanned of trucks. According to the official introduction, in 2022, mainline technology will focus on promoting the mass production of self driving trucks and the expansion of trunk logistics self driving business, and continue to open financing.
