According to media reports, since March, nearly 20 new energy vehicle enterprises have announced price increases, involving nearly 40 models. This round of price rise in the new energy vehicle market is mainly divided into two situations: one is the simple price rise of products, and the other is to improve the product configuration and raise the price. “The price of (lithium carbonate) was basically maintained at about 50000 yuan per ton at that time, but it has risen to 500000 yuan per ton after more than a year,” said the executive deputy general manager of a new energy materials company in Jiangxi
From January to February, the installed capacity of China Shipbuilding Industry Group Power Co.Ltd(600482) battery accumulated 29.9gwh, with a year-on-year increase of 109.7%, highlighting the high prospect of the market. Institutional analysis pointed out that it is expected that the contradiction between supply and demand will still be difficult to effectively alleviate in the future, and lithium prices are expected to remain high. As the upstream lithium enterprises successively disclose their performance, or the catalytic sector opens the first quarterly market.
According to the theme database of financial Associated Press, among the relevant listed companies:
Jiangxi Yongxing special steel new energy technology Co., Ltd., a wholly-owned subsidiary of Yongxing Special Materials Technology Co.Ltd(002756) has an annual capacity of 10000 tons of battery grade lithium carbonate and an annual capacity of 20000 tons of battery grade lithium carbonate under construction. In addition, the company plans to build a joint venture with Contemporary Amperex Technology Co.Limited(300750) to build an annual capacity of 50000 tons of battery grade lithium carbonate.
Sinomine Resource Group Co.Ltd(002738) previously announced that Jiangxi Chunpeng Lithium Industry Co., Ltd., a wholly-owned subsidiary, plans to invest in the construction of a high-purity lithium salt project with an annual output of 35000 tons, with a total investment of about 1 billion yuan.
