Longi Green Energy Technology Co.Ltd(601012) : Yunnan Provincial Development and Reform Commission cancels the preferential tariff policies and measures enjoyed by the company
Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) ) announced on April 5 that the company received a letter from Yunnan Provincial Development and Reform Commission on April 1: the preferential tariff policies and measures enjoyed by the company in Yunnan Province will be cancelled. From September 1, 2021, all power consumption prices of the company will be formed through power market trading and settled directly with power grid enterprises. The slicing capacity put into operation in Yunnan accounts for about 54% of the company’s total capacity, and the electricity charge accounts for about 15% of the whole process processing cost of silicon wafers. The above matters will have a certain adverse impact on the company’s profits.
Malion New Materials Co.Ltd(300586) : the trial production of some production lines of the subsidiary lithium battery wet diaphragm project was successful
Malion New Materials Co.Ltd(300586) ( Malion New Materials Co.Ltd(300586) ) on April 5, it was announced that Meixin new material, a holding subsidiary, had completed the construction of two biaxial tensile film production lines and supporting coating production lines, and the trial production was successful. The 3-4 production line entered the equipment installation stage, and the construction of other production lines was also accelerated Malion New Materials Co.Ltd(300586) said that the lithium battery wet diaphragm industrialization project is an important layout of the company’s new energy track, and it will take some time for the project to reach full production from partial production.
Lens Technology Co.Ltd(300433) : Dongguan Lansi has lifted the blockade and fully resumed work and production
Lens Technology Co.Ltd(300433) ( Lens Technology Co.Ltd(300433) ) on April 5, it was announced that Dongguan Lansi, a subsidiary, had lifted the blockade under the guidance of the government and fully resumed work and production on April 2. Dongguan Lansi will continue to strictly implement epidemic prevention and control measures and continuously monitor the health status of employees. The epidemic will not have an adverse impact on the company’s long-term development, and the specific impact on the company in the short term cannot be predicted.
Kunshan Kinglai Hygienic Materials Co.Ltd(300260) : the actual controller was filed for investigation by the CSRC
Kunshan Kinglai Hygienic Materials Co.Ltd(300260) ( Kunshan Kinglai Hygienic Materials Co.Ltd(300260) ) announced on April 5 that after receiving the notice from the controlling shareholder and actual controller of the company, Li Shuibo, senior manager Guo Hongfei and board secretary Zhu Mengyong, China Securities Regulatory Commission decided to file a case against the three persons and investigate the relevant situation Kunshan Kinglai Hygienic Materials Co.Ltd(300260) said that the investigation was aimed at three individuals.
Ganfeng Lithium Co.Ltd(002460) : the lithium concentrate capacity of MT Marion project is planned to reach 900000 tons / year within the year
Ganfeng Lithium Co.Ltd(002460) ( Ganfeng Lithium Co.Ltd(002460) ) announced on April 5 that the company and its partners agreed to upgrade the ore processing capacity of MT Marion spodumene project under the joint venture rim. According to the calculation results, it is estimated that the lithium concentrate capacity of MT Marion spodumene project will increase from 450000 T / A to Shanghai Pudong Development Bank Co.Ltd(600000) T / a before April 2022. Meanwhile, rim is planning the second phase of capacity expansion, and plans to expand the existing lithium concentrate capacity to 900000 tons / year, which is expected to be completed by the end of 2022.
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