This week, important events in the field of carbon neutralization include: the Ministry of industry and Information Technology launched the revision of standards related to the safety of electric vehicle power batteries; Samsung SDI began to establish the industry’s first all solid state battery production line Sunwoda Electronic Co.Ltd(300207) plans to build a 20gwh power battery and energy storage battery production base with 8 billion yuan.
[international overview]
EU Council reaches agreement on carbon border adjustment mechanism
The European Council reached an agreement on the relevant rules of the carbon border adjustment mechanism (CBAM) on the 15th local time. Under this mechanism, the EU will levy taxes on cement, aluminum, chemical fertilizer, steel and other products imported from countries and regions with relatively loose carbon emission restrictions. The mechanism is the core of the package of environmental protection proposals put forward by the European Commission last July.
US Secretary of transportation: a “meaningful” automatic driving policy will be formulated in the next few years
On the 16th local time, U.S. Transportation Secretary Pete Buttigieg said that at present, the U.S. policy framework has not fully kept pace with the development of automatic driving, and it is expected to introduce important policies for automatic driving in the next few years. He points out that regulation must set boundaries for autopilot cars, while not stifling the industry still in its infancy.
Japan plans to set production targets and formulate national strategies for batteries
The Japanese government has set a goal to increase China’s production capacity of on-board batteries equipped on EV and other models to 100 gigawatt hours by 2030, and will increase the production of overseas factories in the future. With the expansion of the battery market, the demand for financial resources such as lithium or nickel as materials may surge. When Japanese enterprises invest in overseas mining projects, they will allow Japan’s oil, gas and metal mineral resources agency (jogmec) to invest more than half, so as to obtain rights and interests.
macron announces his re-election program: promoting the development of renewable energy and nuclear energy and increasing agricultural investment
French President macron announced his re-election program on the 17th local time, mainly covering employment, scientific research, energy, national defense and other aspects. He also said that he would significantly increase investment in scientific research, promote the development of renewable energy and nuclear energy, and increase investment in agriculture.
[China dynamics]
Ministry of industry and information technology: upstream and downstream enterprises in the industrial chain should jointly guide the rational return of lithium salt price and strengthen efforts to ensure market supply
The Ministry of industry and information technology organized and held a symposium on the operation of lithium industry and a symposium on the price rise of upstream materials of power batteries on March 16 and March 17. The meeting required that upstream and downstream enterprises in the industrial chain should strengthen the connection between supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the rational return of lithium salt price, strengthen efforts to ensure market supply, and better support the healthy development of strategic emerging industries such as Shanxi Guoxin Energy Corporation Limited(600617) automobile.
Ministry of industry and information technology: start the revision of safety related standards for electric vehicle power battery
The Ministry of industry and information technology issued the key points of automobile standardization in 2022, proposed to start the revision of standards related to the safety of electric vehicle power battery, accelerate the research on a series of standards for electric vehicle remote service and management, revise the safety requirements standards for fuel cell electric vehicles after collision, and further strengthen the safety guarantee of electric vehicles. Carry out pre research on the maximum power test method standard of hybrid electric vehicles, promote the preparation and revision of standards such as power performance test methods of pure electric vehicles and hybrid electric vehicles, technical requirements and test methods of drive motor system, and continuously improve the standard system of complete electric vehicles and key components.
national development and Reform Commission: by 2025, the construction of Chengdu Park City demonstration area will achieve remarkable results
The national development and Reform Commission issued the overall plan for Chengdu to build a park city demonstration area that implements the new development concept. By 2025, the construction of the park city demonstration area will have achieved remarkable results. Guide green travel, encourage the choice of public transport, bicycles, walking and other travel modes, and promote the use of clean energy vehicles. Encourage green consumption, promote energy-saving, low-carbon and water-saving products and environmentally friendly recycled products, reduce the consumption of disposable consumer goods and packaging materials, and establish an incentive mechanism for residents’ green consumption. Green building materials, green building materials, green decoration and green delivery will be vigorously promoted. Build energy-saving organs, green communities and green families.
director of the National Energy Administration: firmly grasp the key tasks in 2022 and promote the high-quality development of energy to a new level
Zhang Jianhua, director of the national energy administration, said that we should firmly grasp the key tasks in 2022 and promote the high-quality development of energy to a new level. Among them, we should accelerate the development of green and low-carbon energy. To win the hard battle of carbon peak and carbon neutralization, the main position is energy, and the main direction is to accelerate green and low-carbon development. We must adhere to the principle of building first and then breaking down, make overall planning, grasp and make good use of the window period of the critical period of the 14th five year plan, strengthen the implementation, supervision and inspection of policies and measures, comprehensively and orderly promote the adjustment of energy structure, and ensure the completion of objectives and tasks on schedule.
[industry trends]
Samsung SDI starts to build the industry’s first all solid state battery production line
South Korean battery manufacturer Samsung SDI has begun to establish the industry’s first pilot production line of all solid state batteries. The company announced on the 14th that it had broken ground on the trial production line of all solid state batteries in Gyeonggi do, Suwon. Samsung SDI said that through trial production, it hopes to obtain “market leading solid-state battery research results and production technology”.
Sunwoda Electronic Co.Ltd(300207) : it is proposed to build a 20gwh power battery and energy storage battery production base with 8 billion yuan
Sunwoda Electronic Co.Ltd(300207) announced that Sunwoda Electronic Co.Ltd(300207) automobile battery plans to sign the project investment agreement of Shifang Municipal People’s government with Shifang municipal government. The investment of the project is mainly used to build new production bases such as power battery and energy storage battery cell, module, pack and battery system. The total investment of the project is planned to be 8 billion yuan, and the production base of 20gwh power battery and energy storage battery is planned to be built.
Mercedes Benz sets up a new power battery factory in the United States
Mercedes Benz group announced that it has set up a new power battery factory in Alabama to supply batteries for its EQS SUV and EQE SUV models.
Korean power battery manufacturer SK on and Ford will build a large battery factory in Turkey
South Korean power battery manufacturer SK on said recently that it has signed a memorandum of understanding with Ford and its Turkish joint venture partner Goz holdings to jointly build a battery factory. The three parties will establish a large battery factory near the Turkish capital Ankara. The annual capacity of the new factory is expected to reach 30 to 45 GWH, becoming one of the largest electric vehicle battery factories in Europe. It is expected to produce high nickel NMC batteries for commercial vehicles from 2025.
lg new energy and Hyundai joint venture battery plant is planned to be put into operation in 2024, and the annual capacity target may be increased to 30gwh
LG new energy and Hyundai Motor previously announced the construction of a joint venture battery factory in Indonesia. It is reported that the plant will be put into operation in 2024, and the original energy target is 10gwh / year. At present, the two sides plan to increase the annual capacity to 30gwh.
Tesla raises the price of all model s models in the United States
Tesla‘s official website of the United States shows that the selling prices of all model s models have been raised. Tesla and its rocket company SpaceX are facing huge inflationary pressures in raw materials and logistics, Tesla chief executive musk said on Sunday.
Panasonic plans to halve the nickel content of electric vehicle batteries by 2030
Panasonic is aiming to develop a technology that can halve the amount of nickel contained in pure electric vehicle (EV) batteries by 2030. While ensuring the performance of the battery, other elements are used to replace the nickel used in the cathode material. In the positive material of Panasonic EV battery, the content of nickel accounts for about 90%, and the rest are cobalt and aluminum. The cathode material controls the capacity of the battery, and a small amount of nickel is considered difficult to make high-capacity batteries.
[technology and investment and financing]
micro battery free sensing device can float with the wind
Inspired by Dandelion’s use of the wind to spread seeds, the U.S. research team has developed a micro sensor portable device that can be blown away by the wind when it rolls to the ground. Once on the ground, the device can accommodate at least 4 sensors, use Cecep Solar Energy Co.Ltd(000591) battery board to power its load electronic equipment, and can share sensor data up to 60m away. The research results were published in the journal Nature on the 16th.
Huier intelligent completed tens of millions of yuan pre-A round of financing
Recently, Shenzhen Huier intelligent Co., Ltd. announced the completion of tens of millions of yuan pre-A round of financing. The company focuses on the research and development of autopilot and has the basic technology of the whole stack of autopilot, including the hardware design of multi-sensor front fusion algorithm and related space-time synchronization, and the hardware design ability of autopilot.
“Lanxi Zhide new energy” completed round B financing
Lanxi Zhide new energy completed round B financing, which was led by Puhua capital and followed by Huarui, a director enterprise of Zhijiang business school. According to the data of smart bud, Lanxi Zhide new energy currently has more than 30 patent applications and more than 10 authorized invention patents. Its patent layout mainly focuses on the related technical fields such as negative electrode materials, lithium-ion batteries and nano materials.
all solid state lithium battery company “high energy era” received financing of more than 50 million yuan
Positioned as an all solid-state lithium battery company, the “high energy era” recently completed a financing of more than 50 million yuan. This round of financing is led by Tongchuang Weiye, and other investors include CICC Chuanyu Phoenix fund, Sunwoda Electronic Co.Ltd(300207) , Zhuhai high tech venture capital and other institutions. This round of financing is mainly used to accelerate the product layout, technology research and development and talent introduction of all solid state batteries in the high-energy era.
