Ningde industry and Information Technology Bureau has guaranteed the timeliness of Contemporary Amperex Technology Co.Limited(300750) at the high-speed checkpoint, which is regarded as “good” by investors. Recently, a number of people in the lithium battery industry chain told reporters that the logistics and transportation efficiency in the middle reaches of the lithium battery industry chain was affected in the short term due to the epidemic, but the overall production and operation were normal.
On April 12, according to Fujian satellite TV, Chen Yun, deputy director of Ningde Municipal Bureau of industry and information technology, said, “in addition to issuing passes, (also) ensuring the timeliness of Contemporary Amperex Technology Co.Limited(300750) at each high-speed checkpoint”; (yesterday) we helped Contemporary Amperex Technology Co.Limited(300750) temporarily coordinate 150 transport vehicles for key substances in the early morning. ” Data show that as of April 11, Ningde City has issued 605 cargo transport vehicle passes for industrial enterprises, ensuring the normal operation of enterprises.
Earlier, the online transmission was regarded as the notice sent by Contemporary Amperex Technology Co.Limited(300750) and had “flowed out”. The notice shows that “in response to the emergency notice issued by our company yesterday, we have received feedback and questions from some suppliers, and now we will further clarify and supplement the information in this notice”.
The above notice mainly contains three points. First, according to the latest management policy, for the vehicles transported by the supplier to Ningde, our company can enter Ningde City after applying for the cargo transportation vehicle pass
Second, “at present, the company operates under the knowledge of effective and reliable epidemic prevention and control, and all suppliers need to supply normally according to the material demand to avoid affecting the production progress.”
Third, “please give priority to contact the responsible procurement to fill in the reporting information in case of relevant delivery demand in the near future, so as to avoid affecting the delivery efficiency.”
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Yesterday, it was reported on the Internet that the relevant departments of Ningde City informed that all enterprises would arrange production according to the existing materials, and would not enter the raw materials temporarily. If they did not deliver the goods, they should inform the other party in time not to arrange. The financial Associated Press reporter learned from Fujian Ningde expressway that all high-speed toll stations in Ningde City are closed, and the entrances and exits are controlled by the epidemic prevention department. The passage needs to meet the conditions allowed by the epidemic prevention department, and the epidemic prevention department still needs to inform when to unseal.
In fact, due to the impact of the epidemic, the supply of some parts was cut off. Weilai automobile said on April 9 that it had suspended the whole vehicle production. Tesla Shanghai Super factory still has no news of resuming production, and more automobile enterprises have adopted the method of closed-loop management. Or affected by the news of vehicle production and epidemic prevention and control in Ningde City, the shares of A-share lithium battery industry chain fell sharply on April 11.
As for the lithium battery industry chain, the reporter recently interviewed nearly 10 people in the lithium battery industry chain. Some people said that due to the impact of the epidemic on the efficiency of logistics and transportation, short-term delivery was affected; It was also revealed that orders decreased; More people said that the overall production and operation were normal. “At present, the epidemic has only a short-term impact on consumption, and the real demand for new energy vehicles is still strong,” said a person in the industry.
The reporter learned that the internal minutes of a securities firm showed that at present, in addition to lithium carbonate (the high price of lithium carbonate leads to the low inventory of electrolyte and positive link, and some companies have only half a month), electrolyte (the solvent has a short shelf life, the inventory is small, and the solid 6F needs to be transported in barrels, but the electrolyte is not in the epidemic Center), most links in the midstream have raw material preparation for about 2 months, and the short-term sealing control has little impact on the production scheduling of battery materials.
Contemporary Amperex Technology Co.Limited(300750) in the first quarter, the installed capacity of power batteries accounted for “half the sky” in China. As the headquarters of Contemporary Amperex Technology Co.Limited(300750) in Ningde, the nerve of capital is not insensitive. China Automotive Power Battery Industry Alliance announced the ranking of China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprises in loading volume from January to March. Contemporary Amperex Technology Co.Limited(300750) ranked first, with a cumulative loading volume of 25.51gwh in the first quarter, accounting for 49.75%.
According to the analysis of some securities companies, Contemporary Amperex Technology Co.Limited(300750) has a production capacity of more than 80gwh in Ningde City, and the production of factories such as Liyang is normal. It is expected that the delivery of enterprises related to Contemporary Amperex Technology Co.Limited(300750) industrial chain in April will be affected to some extent.
