Main points:
Tesla Texas plant started construction and the first batch of modely equipped with 4680 batteries was delivered
Tesla Texas plant, the world’s largest automobile factory, started construction. Cybertruck appeared and plans to go public in 23 years. The car has a backlog of more than 1.2 million orders, worth more than $80 billion. At the same time, the battery density of the first batch of Tesla models is 4680% lower than that of the first batch of models with 465 cylindrical batteries, and the estimated energy density of the first batch of models with 465 cylindrical batteries can be reduced by 80% compared with that of the first batch of models with 465 cylindrical batteries. The efficiency improvement and cost reduction of power batteries are expected to further promote the continuous improvement of global electric vehicle penetration. At the same time, the 4680 large cylindrical battery will also bring new driving force to the high nickel positive electrode, silicon-based negative electrode, lithium supplement, lifsi and other materials representing the high technical point, which is expected to usher in a large amount.
Contemporary Amperex Technology Co.Limited(300750) German factory landed, riplan Jun plans to go to Hong Kong for IPO, and the prosperity of the industry remains unchanged
Contemporary Amperex Technology Co.Limited(300750) the first overseas factory, the German factory, has landed and obtained the production license of 8gwh electric cell, while the planned capacity of the factory is 14gwh Contemporary Amperex Technology Co.Limited(300750) is making a sprint for the first batch of cells to go offline before the end of 2022. At present, Junpu Energy Group Co., Ltd. and Junpu Energy Group Co., Ltd. have been listed with the capital of 6 billion US dollars, and Junpu Energy Group Co., Ltd. has been successively listed. At present, Junpu Energy Group Co., Ltd. and Junpu Energy Group Co., Ltd. have been listed, ranking No. 1.
The continuous price rise of lithium concentrate supports the high price of lithium, and Byd Company Limited(002594) Ningde distributes lithium resources in Sichuan
Allkem announced that the price of lithium concentrate was $5000 / T. in the negotiation, it supported the price of lithium salt by more than 370000 yuan / ton. Pilbara said it was expected to reach $6000 / T and support the price of lithium by more than 450000 yuan / ton. According to the announcements of Australian mineral producers, the sales price of lithium concentrate in Q1 of 2022 is US $22 Jinzai Food Group Co.Ltd(003000) / ton, and the month on month increase in Q2 may reach 100%. Mainstream mines did not significantly increase supply. Due to the change of demand side structure, mismatch of supply and demand and rigid demand, the lithium price continued to be high in the process of cost transmission, while the profits brought by the rising concentrate price continued to move up. Sichuan has accelerated the development of lithium resources, and Byd Company Limited(002594) and Sichuan Road & Bridge Co.Ltd(600039) group, Contemporary Amperex Technology Co.Limited(300750) and Sichuan natural resources investment group Tianfu Mining and Ganzi Prefecture have successively established companies, or will participate in the development of lithium resources upstream and downstream to ensure the safety and competitiveness of the supply chain.
Investment suggestions: 1. Release of production capacity, relief of cost pressure and recovery of gross profit battery plants: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Gotion High-Tech Co.Ltd(002074) , etc; Second, supply and demand support the high profit of lithium price and release lithium resource companies: Keda Industrial Group Co.Ltd(600499) , Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) , Tianqi Lithium Corporation(002466) , etc; III. clear pattern, obvious advantages and tight supply and demand of materials in the middle reaches: Yunnan Energy New Material Co.Ltd(002812) , Guangdong Jiayuan Technology Co.Ltd(688388) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Shenzhen Dynanonic Co.Ltd(300769) , Beijing Easpring Material Technology Co.Ltd(300073) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Cngr Advanced Material Co.Ltd(300919) , Zhejiang Huayou Cobalt Co.Ltd(603799) , etc.
Risk warning: the development of new energy vehicles is not as expected; Disruptive breakthroughs in related technologies; Downstream demand is lower than expected; Product prices fell more than expected; The price of raw materials fluctuates.
