overcoming technical problems in extracting lithium from Salt Lake Qinghai Salt Lake has an annual output of more than 90000 tons of lithium carbonate
Located in the hinterland of Qaidam, about 60 kilometers away from Golmud City, Qinghai Province, is the largest salt lake in China – Chaerhan Salt Lake. The proved lithium chloride reserves of Chaerhan Salt Lake are more than 12 million tons, with huge reserves. In the 20000 ton battery level lithium carbonate adsorption workshop newly built by Lanke lithium industry, the reporter saw that 200 new adsorption towers were arranged in turn and operated without shutdown for 24 hours, which was an important link to achieve a breakthrough in lithium extraction process in Qarhan Salt Lake area and overcome the world problem of lithium extraction from high magnesium lithium ratio salt lake. With the continuous maturity of technology, the average cost of salt lake lithium extraction industry has gradually decreased to 30000 yuan to 60000 yuan / ton. Due to the rising price of lithium ore, the cost is also increasing day by day, which is close to 60000 yuan / ton. Therefore, the capacity of salt lake lithium extraction is growing rapidly, and enterprises have expanded their production. The capacity of Qinghai salt lake lithium carbonate has reached an annual output of more than 90000 tons.
serious excess capacity, new energy vehicle investment bubble is blowing up?
According to statistics, the existing, under construction and planned new energy passenger vehicle production capacity of China’s major automobile enterprises has exceeded 20 million; Meanwhile, in 2020, the annual output of new energy passenger vehicles was 1.135 million, a year-on-year increase of 26.8%; In 2020, the cumulative retail volume of new energy vehicles was 1.109 million, a year-on-year increase of 9.8%. Although China is an important global new energy market, even if the sales momentum of new energy vehicles in the first half of the year is like a rainbow, how to digest the production capacity of 20 million vehicles is still a “hidden disease” that can not be ignored in China’s auto market. Overcapacity is so serious, is the bubble of new energy vehicle investment bigger and bigger?
Shanghai Stock Exchange: transfer Semiconductor Manufacturing International Corporation(688981) out of the Shanghai Stock connect index sample
The Shanghai Stock Exchange announced that according to the index rules, the Shanghai Stock Exchange and China Securities Index Co., Ltd. decided to transfer Semiconductor Manufacturing International Corporation(688981) out of the Shanghai Stock connect index sample from August 16, 2021.
Shanghai Lingang Holdings Co.Ltd(600848) : cultivate and form three 100 billion industrial clusters of intelligent new energy vehicles, integrated circuits and high-end equipment manufacturing
Notice of Shanghai Municipal People’s Government on printing and distributing the “14th five year plan” for the development of Lingang New Area of China (Shanghai) pilot Free Trade Zone: by 2025, the regional GDP will quadruple on the basis of 2018, and the average annual growth rate will reach about 25%. Cultivate and form three 100 billion industrial clusters of intelligent new energy vehicles, integrated circuits and high-end equipment manufacturing, and expand and strengthen advanced manufacturing industrial clusters such as biomedicine, artificial intelligence and civil aviation. Vigorously develop industries such as cross-border financial services, new international trade, modern shipping services, digital information services and scientific and technological innovation services, form a number of influential functional platforms, and have identified about 50 headquarters institutions in total.
here comes the arbitrage opportunity? MSCI index released its quarterly adjustment results in August. These stocks are new “into the group”!
On August 12, MSCI, an international index compilation company, announced the quarterly index adjustment results in August. Mingsheng company removed two constituent stocks from MSCI China stock index and added 23 constituent stocks, including Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Crrc Corporation Limited(601766) . MSCI China A-share index added 11 A-share targets such as Beijing Kingsoft Office Software Inc(688111) , Imeik Technology Development Co.Ltd(300896) this time, without excluding targets. The above adjustment results will take effect after the closing on August 31, 2021. Every time the quarterly adjustment is made, the market will also be accompanied by certain arbitrage opportunities. Analysts believe that there are changes in relevant stocks before and after the MSCI quarterly adjustment, and arbitrage should be available for stocks with significant changes in the last few minutes of the stock price on the day of the quarterly adjustment.
China Foundation Association: as of the end of July, the management scale of existing private equity funds was 18.99 trillion yuan, an increase of 6.15% month on month
According to the data released by China Foundation Association, as of the end of July 2021, there were 24326 existing private fund managers, a decrease of 150 compared with the previous month, a month on month decrease of 0.61%; The number of funds under management was 111775, an increase of 2927 over the previous month, a month on month increase of 2.69%; The scale of managed funds was 18.99 trillion yuan, an increase of 110.301 billion yuan over the previous month, an increase of 6.15% month on month.
two departments: build a number of modern improved seed production bases by 2025
Recently, the national development and Reform Commission and the Ministry of agriculture and rural areas jointly issued the construction plan for the upgrading project of modern seed industry in the 14th five year plan (hereinafter referred to as the plan), which made comprehensive arrangements for the overall idea, framework system, key projects and safeguard measures of the infrastructure construction layout of China’s seed industry in the 14th five year plan, mainly covering crop seed industry, livestock and poultry seed industry The three aspects of improving the capacity of aquatic seed industry provide support for accelerating the revitalization of seed industry and realizing the scientific and technological self-reliance and self-control of seed sources. According to the plan, we should aim at the overall goal of agricultural and rural modernization, deploy according to the action plan for the revitalization of the seed industry, accelerate the improvement and upgrading of the infrastructure conditions of the modern seed industry, and accelerate the tackling of key common technologies and seed source core technologies of the seed industry. By 2025, the protection system of agricultural germplasm resources will be further improved, and the ability of collection, preservation, identification, evaluation, distribution and sharing will be greatly improved; Create a batch of breeding innovation platforms, select and promote a batch of new varieties in the breeding industry, and the breeding innovation ability has reached the advanced level; Initially establish a test and evaluation system suitable for the development of modern seed industry; Build a number of modern seed production bases for seed breeding industry, form a modern seed industry development pattern of division of labor, cooperation and close connection among conservation, education, testing and reproduction, realize strong foundation, strong system, strong science and technology and strong enterprises, comprehensively improve the modernization level of seed industry, and provide a strong guarantee for China’s food security and important Shenzhen Agricultural Products Group Co.Ltd(000061) effective supply.
the Ministry of industry and information technology strengthens the data security management of intelligent networked vehicles
The Ministry of industry and information technology recently issued the opinions on strengthening the access management of intelligent networked automobile production enterprises and products (hereinafter referred to as the “opinions”), which requires to strengthen the management of automobile data security, network security, software upgrade, functional security and expected functional security, ensure product quality and production consistency, and promote the high-quality development of intelligent networked automobile industry. It is required to strengthen the management of vehicle data security, network security, software upgrade, functional security and expected functional security. Among them, the opinion clearly states that the personal information and important data collected and generated in the operation within the territory of the people’s Republic of China shall be stored in the territory in accordance with relevant laws and regulations. Without approval, the auto driving function shall not be added or updated through online software upgrade. If an enterprise produces automobile products with combined driving assistance function, it should also take technical measures such as off hand detection to ensure that drivers are always performing corresponding dynamic driving tasks.
Shanghai Stock Exchange: China securities corporate bond index series and other indexes will be released on September 3
The Shanghai Stock Exchange announced that the Shanghai Stock Exchange and the China Securities Index Co., Ltd. will officially release the China securities corporate bond index series, the Shanghai securities corporate bond index series, the China Securities green asset-backed securities index and the China Securities Exchange green asset-backed securities index on September 3, 2021, providing a richer choice of targets for bond investment. The CSI green asset-backed securities index and the CSI green asset-backed securities index select green asset-backed securities with a residual maturity of more than 1 month from the asset-backed securities in the whole market and the Shanghai and Shenzhen Stock Exchange respectively as index samples to reflect the overall performance of green asset-backed securities in the corresponding market.
Shenzhen Stock Exchange carried out special inspection and continued to strengthen the supervision of IPO quotation
In the first half of this year, Shenzhen Stock Exchange and China Securities Association conducted a special inspection on 11 offline investors. In view of the problems found in the inspection, such as imperfect internal control system, insufficient pricing basis and failure to strictly implement the decision-making procedures for pricing change, Shenzhen stock exchange took regulatory measures such as suspension of qualification for one to three months and issuance of warning letters. In the same period, 9 regulatory work letters and 19 conversation reminders were issued for other non-standard operations such as the reasons for non reporting of offline investors’ price change found in daily supervision. Recently, the Shenzhen Stock Exchange has noticed that a few offline investors have abnormal situations such as frequent price changes, large price changes and continuous and highly consistent quotation in the quotation process. Therefore, it has once again cooperated with the China Securities Association to carry out special inspection on the relevant 9 offline investors. The inspection objects include 6 private fund managers, 1 fund company, 1 securities company and 1 financial company. Next, Shenzhen Stock Exchange will determine the follow-up measures according to the inspection.
August 12 China Central Television News broadcast financial content collection
technological transformation promotes the upgrading of manufacturing industry
China Central Television Network News (news broadcast): since this year, all localities have guided enterprises to implement a new round of large-scale technological transformation, and the increasing investment in technological transformation has made the development of China’s manufacturing industry of higher quality, better efficiency and more stamina.
In the first half of this year, the national investment in technological transformation increased rapidly, becoming the “highlight” of industrial investment. Guangdong has accelerated technological transformation and industrial upgrading of 20 strategic industrial clusters, driving the provincial industrial investment to increase by 24.5% year-on-year, surpassing the growth rate of fixed asset investment for the first time in six years. Jiangxi’s investment in industrial technological transformation increased by 44%, an increase of 25 percentage points over the same period last year. In the first half of this year, there were more than 2500 technological transformation projects in Anhui Province, with a total investment of more than 500 billion yuan.
High end, intelligent and green are the key direction of a new round of technological transformation in the manufacturing industry. Electronic information, machinery, automobile, ship, civil aviation and aerospace, steel, non-ferrous metals, building materials, petrochemical and chemical industry, biomedicine, light industry, textile and other 12 industries have been listed in the national key technical transformation fields. The textile enterprise in Jimo, Qingdao, has a history of 66 years. With the support of governments at all levels, the enterprise completed technical transformation in the first half of this year, realized the large-scale application of anhydrous dyeing technology, and saved more than 100000 tons of fresh water resources every year.
At present, 73% of Industrial Enterprises above Designated Size have popularized digital R & D and design tools, and the NC rate of key processes exceeds 52%. Continuously increasing investment in technological transformation has continuously improved the production efficiency and economic benefits of enterprises. In the first half of this year, the revenue profit margin of national industrial enterprises reached 7.11%, an increase of 1.66 percentage points year-on-year. In order to strengthen “made in China”, improve quality and efficiency, the Ministry of industry and information technology has launched the guidance plan for technological transformation and upgrading of industrial enterprises, and relevant departments such as finance and finance have also introduced a number of measures to guide social capital investment. At present, there are four batches of more than 3300 key projects in China with an investment of 3.4 trillion yuan. During the 14th Five Year Plan period, the state will continue to promote the deep integration of the Internet, big data, artificial intelligence and the real economy, promote China’s manufacturing industry from big to strong and achieve high-quality development.
in July, the power consumption of the whole society increased by 12.8% year-on-year
According to the data released by the National Energy Administration today (August 12), in July, China’s economy continued to recover steadily, and the power consumption of the whole society reached 775.8 billion kwh, a year-on-year increase of 12.8%, an increase of 16.3% over the same period in 2019, and an average increase of 7.8% over the two years. From January to July, the total electricity consumption of the whole society was 4709.7 billion kwh, a year-on-year increase of 15.6%.
the Ministry of industry and information technology strengthened the access management of intelligent networked automobile manufacturers and products
The Ministry of industry and information technology recently issued the opinions on strengthening the access management of intelligent networked automobile production enterprises and products, which requires strengthening the management of automobile data security, network security, software upgrade, functional security and expected functional security. It is clearly stated that personal information and important data collected and generated in the operation within the territory of the people’s Republic of China shall be stored in the territory in accordance with relevant laws and regulations.
in the first half of the year, the compensation and payment expenditure of the insurance industry was 753.1 billion yuan
According to the latest data released by the China Banking and Insurance Regulatory Commission, the insurance industry continued to strengthen financial services in the first half of this year and played a good role in risk protection. In the first half of the year, the original insurance premium income of insurance companies was 2.7 trillion yuan, a year-on-year increase of 4.2%; The compensation and payment expenditure was 753.1 billion yuan, a year-on-year increase of 21.4%. In addition, the average solvency adequacy ratio of insurance companies included in the statistical scope is much higher than the regulatory red line.
major projects in Sichuan Tianfu new area started today
Today (August 12), 25 major projects in Tianfu new area of Sichuan were started, with a total investment of 40.8 billion yuan, including major livelihood projects, scientific and technological innovation ecological projects, etc. These projects focus on improving industrial ecology and improving urban functions, which will provide strong support for further enriching urban strategic functions.
(Shenzhen Stock Exchange)
