This week, important events in the field of carbon neutralization include: Korean battery manufacturers may raise prices by 30% – 40% in the next few years; Guangdong accelerates the development of advanced energy storage industries and promotes the demonstration and application of advanced energy storage in the power field; Honda will invest nearly $64 billion in R & D and plans to launch 30 electric vehicle models by 2030.
Kechuang board daily continues to pay attention to carbon neutralization and the company dynamics, technology research and development, investment and financing behind it. If you have carbon neutralization related cases, you can contact us through the following email: [email protected]. 。
[hotspot Focus]
The three ministries and commissions have spoken one after another, and the supply guarantee of the automobile industry chain has accelerated. The main engine factory is expected to press the “fast forward” key to resume work and production
The net profit in the first quarter is up to half a year! 100 billion silicon chip leading stock price correction has exceeded 30%, and the duopoly competition pattern remains the same?
Q1 net profit is expected to increase by 150 times year-on-year! The high level of 11 times lithium mining bull stocks corrected by nearly 60%, and the planned capacity of lithium salt increased by 8 times in two years
California’s new clean air plan: the proportion of EV sales will rise to 35% within four years, and fuel vehicles will be stopped before 2035
“Zinc air battery” is expected to break through! New catalyst uses Cecep Solar Energy Co.Ltd(000591) to solve key obstacles
Rush purchase of raw materials for electric vehicles is white hot. GM has finalized Glencore’s cobalt production capacity in Australia
[international overview]
the German government hopes to end subsidies for hybrid vehicles this year
Frankfurter Zeitung quoted a document drafted by a deputy minister as saying that the German Ministry of Finance hopes to eliminate subsidies for plug-in hybrid vehicles by the end of this year, one year ahead of the time initially agreed by the German ruling coalition. The draft reform also proposes to reduce subsidies for electric vehicles in the next few years, from 4000 euros per vehicle next year to 3000 euros in 2024 and 2025.
California Announces New air cleaning plan
California’s clean air regulator announced a plan this week to increase sales of electric and zero emission vehicles and phase out the sale of new fuel vehicles by 2035. If the proposal is approved by the California Air Resources Board, it will require that 35% of newly sold passenger cars must be electric vehicles or hydrogen fueled vehicles by 2026. Within less than 10 years, 100% of newly sold passenger cars must achieve net zero emission; Thus, California’s zero emission sales accounted for 68% of the total sales in 2030.
Korean battery manufacturers may raise prices by 30% – 40% in the next few years
According to SNE research, a market research agency, South Korean battery manufacturers may raise prices by 30% to 40% to offset the rise in commodity costs. They are negotiating new long-term contracts with electric vehicle manufacturers. “We recently held a meeting with Korean battery companies to adjust the price outlook of electric vehicle batteries. Battery prices are likely to rise by 2024 or 2025,” James Oh, executive vice president of SNE, said at a seminar on Wednesday
[China dynamics]
Ministry of Commerce held a symposium on automobile industry chain, and foreign-funded enterprises attending the symposium said they would increase investment in China
Recently, the Ministry of Commerce held a symposium on foreign-funded enterprises in the automobile industry chain. Shu jueteng, spokesman of the Ministry of Commerce, said at a regular press conference: many enterprises said they would continue to increase investment in China in new energy vehicle manufacturing and technology research and development. According to reports, participating enterprises are generally optimistic about China’s long-term and stable economic prospects and market potential, and said they will adhere to China as one of the most important overseas markets. In addition, the participating enterprises generally believe that China is accelerating the realization of innovative development and green development, which is conducive to the implementation of electrification strategy by foreign-funded vehicle enterprises in China. Many enterprises said they would continue to increase investment in new energy vehicle manufacturing and technology research and development in China.
the Ministry of industry and information technology and the national development and Reform Commission investigated the operation difficulties of the automobile industry, and some automobile enterprises suggested to restart the “automobile to the countryside”
Recently, the Ministry of industry and information technology and the national development and Reform Commission launched a survey on the production and operation of the automobile industry. According to people close to the China Automobile Association, representatives of automobile enterprises suggested another round of “automobile to the countryside” to stimulate automobile consumption.
Guangdong: accelerate the development of advanced energy storage industry cluster and promote the demonstration application of advanced energy storage in power field
On April 13, the general office of Guangdong provincial government issued the “14th five year plan” for energy development in Guangdong Province, which proposed to accelerate the agglomeration and development of advanced energy storage industries. Promote the demonstration application of advanced energy storage in the field of electric power, formulate the cost recovery mechanism of energy storage projects, innovate the operation mode of energy storage projects, strengthen the construction of energy storage standard system, and drive the development of the industry. Relying on leading enterprises in energy storage battery manufacturing, build an industrial agglomeration platform of “leading enterprises taking the lead and coordinated development of upstream and downstream industrial chains”, improve the degree of industrial agglomeration of new materials, battery cells, inverters, system integration and energy management, and promote the manufacturing of energy storage batteries with “high capacity, low cost, long life, high safety and easy recycling”. Actively lay out other innovative energy storage industries such as high-capacity heat (cold) storage and physical energy storage. Promote the gathering and development of energy storage production and manufacturing, scientific research and innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) chain in Guangzhou, Shenzhen, Huizhou and Zhaoqing.
The plan proposes to promote the layout of advanced nuclear energy industry. Promote the continuous development and improvement of bases in Nansha and Longgang nuclear power industrial parks, promote the R & D and manufacturing of third-generation and fourth-generation nuclear power supporting equipment, carry out the localization research and development of nuclear welding materials and nuclear grade finned tubes, and encourage the landing of nuclear grade pipeline, valve and key accessories industries. In Yangjiang and other places, it is planned to build new nuclear power industrial parks, build China Guangdong Nuclear advanced fuel development center and natural uranium reserve, and promote the implementation of a number of major projects and scientific research infrastructure such as nuclear power environmental protection supporting projects and nuclear fuel cycle facilities.
Beijing: promoting the construction of electric vehicle charging facility network and service system
The Beijing Municipal People’s government issued the urban management and development plan of Beijing during the 14th Five Year Plan period, which proposed to promote the construction of electric vehicle charging facility network and service system, support and encourage the electrification of parking spaces and charging facilities into the reconstruction project of old residential areas on the basis of residents’ wishes. Encourage the opening of charging facilities in units and residential areas, and strive to “install as many charging facilities as possible” in fixed parking spaces, so as to meet the conditions of community public charging. Optimize the intelligent service platform of public charging facilities in the city, and improve convenient services such as charging navigation, status query, charging reservation and fee settlement.
Shenzhen: the implementation plan of carbon peak will be introduced this year, and 11.5 new energy vehicles will be added 50000 vehicles
At the opening of the second session of the seventh Shenzhen Municipal People’s Congress, Shenzhen mayor Qin Weizhong said in his government work report that in 2022, Shenzhen will continue to improve air quality, strengthen the coordinated control of fine particulate matter and ozone, strengthen the coordinated emission reduction of volatile organic compounds and nitrogen oxides, comprehensively complete the low nitrogen transformation of natural gas boilers, orderly promote the new energy transformation of port operation machinery, mud trucks, sanitation vehicles and other new energy vehicles 50000 vehicles, PM2 The 5-year average concentration is controlled at 18 μ g / m3.
[industry trends]
Honda will invest nearly US $64 billion in R & D and plans to launch 30 electric vehicle models by 2030
Honda plans to invest 8 trillion yen ($64 billion) in R & D over the next 10 years, including about 5 trillion yen ($40 billion) in electrification and software technology, Honda said in a statement. The statement pointed out that Honda plans to launch 30 electric vehicle models worldwide by 2030, with an annual output of more than 2 million. In addition, Honda will invest about 43 billion yen to build an all solid state battery production demonstration line and further accelerate research and development. The goal is to start demonstration production in the spring of 2024.
Contemporary Amperex Technology Co.Limited(300750) : the subsidiary plans to invest in the construction of power battery industry chain project in Indonesia
Contemporary Amperex Technology Co.Limited(300750) announced that the company plans to jointly invest and construct the power battery industry chain project in FHT Industrial Park in East hamahela County, North Maluku Province, Indonesia and other relevant industrial parks in Indonesia by the holding subsidiary puqin times and its partners antam and IBI. At present, the total investment amount determined in the project does not exceed US $5.968 billion or equivalent currency. The parties agree to build an end-to-end electric vehicle battery industry in Indonesia to integrate the mining, smelting, precursor, cathode, battery and battery recycling industries. The joint venture construction projects include nickel ore development projects, pyrometallurgical projects, hydrometallurgy projects, battery recycling projects, battery materials projects and battery manufacturing projects.
Longi Green Energy Technology Co.Ltd(601012) : the price of M10 silicon wafer increased by 0.12 yuan for the fifth time in the year
From Longi Green Energy Technology Co.Ltd(601012) official website, it is found that the company’s monocrystalline silicon wafer p-type M10 165 μ The quotation of m thickness (182 / 247mm) was updated on April 13. The price of a single piece was 6.82 yuan, an increase of 0.12 yuan or about 1.79% compared with 6.70 yuan the previous time (March 25). The quotations of other sizes were not updated. Since this year, the price of Longi Green Energy Technology Co.Ltd(601012) m10 silicon wafer has been adjusted five times, with a cumulative increase of about 10.89%. The company said that as the downstream of silicon material, the price of silicon wafer follows the market.
China Automobile Association: 465000 and 484000 new energy vehicles were produced and sold in March, with a year-on-year increase of 1.1 times
According to the latest data released by China Automobile Industry Association, in March, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) automobiles in China were 465000 and 484000 respectively, an increase of 1.1 times year-on-year. Among them, the production and sales of plug-in hybrid vehicles increased significantly, with 89000 and 88000 vehicles completed respectively, with a year-on-year increase of 1.6 times and 1.4 times respectively. From January to March, the production and sales of new energy vehicles were 1293000 and 1257000 respectively, an increase of 1.4 times year-on-year.
China’s largest Cecep Solar Energy Co.Ltd(000591) developer turns to n-type high efficiency components for the first time
Invested and constructed by Nanning Jisheng new energy Co., Ltd., a subsidiary of the state power investment Jilin Electric Power Co.Ltd(000875) Corporation, and general contracted by Guangxi Construction Engineering Group No. 2 installation and Construction Co., Ltd., Baiji Xinping agricultural light complementary 100MW demonstration project in Yongning District, Nanning city. The project adopts n-type tiger Neo series double-sided double glass modules, which indicates that the largest Cecep Solar Energy Co.Ltd(000591) developer in China, the State Power Investment Corporation, has turned its attention to more advanced n-type high-efficiency modules, or officially opened the wind vane for the selection of next-generation modules, so as to achieve the goal of “speed and efficiency” of photovoltaic projects.
CICC GCL Industrial Fund landed in Zhuji, Zhejiang Province. The project is expected to achieve an output value of 5 billion yuan / year
The reporter learned exclusively from Gcl Energy Technology Co.Ltd(002015) that the 10 billion scale carbon neutralization industry fund jointly built by Gcl Energy Technology Co.Ltd(002015) and CICC capital landed its first project in Zhuji, Zhejiang Province on April 11. The fund will invest in the field of carbon neutralization, including GCL (Zhuji) power exchange project and other mobile energy ecological industries. The local government estimates that the output value of the project can reach 5 billion yuan / year after the project is completed Gcl Energy Technology Co.Ltd(002015) relevant people told the financial associated press that after the establishment of the fund, they have been looking for the city where the project will land. After the signing of the contract in Zhuji, the second city will soon usher in the signing of the project.
Ford Motor has reached a preliminary supply agreement with Australian lithium miners
Ford announced on Monday that it had signed a preliminary agreement with Australian lithium Mining Company Lake Resources NL, which will provide 25000 tons of lithium to Ford every year through its lithium mining project kachi in Argentina. The agreement is not legally binding. At present, the two sides are still in the final negotiation on the specific delivery schedule and other matters.
[technology and investment and financing]
“Jiangsong technology” completed the pre IPO round of financing
Wuxi Jiangsong Technology Co., Ltd., a supplier of photovoltaic cell automation solutions, completed the pre IPO round of financing. This round of financing was led by the strategic investment of Chaoxi capital, and jointly invested by Yida capital, Wuxi high tech investment and pilot venture capital. According to the data of smart bud, Jiangsong technology currently has more than 80 patent applications, including 20 invention patents. The overall patent layout of the company mainly focuses on Cecep Solar Energy Co.Ltd(000591) silicon wafer, vacuum glass and other related fields.
first laser integrated on lithium niobate chip available
Harvard University scientists wrote in the latest issue of optics that they have developed the first laser integrated on lithium niobate chip, paving the way for applications such as high-power communication system, fully integrated spectrometer, optical remote sensing and efficient frequency conversion of quantum network.
photovoltaic silicon Unicorn Gaojing Cecep Solar Energy Co.Ltd(000591) completed round a financing of RMB 1.6 billion
Guangdong Gaojing Cecep Solar Energy Co.Ltd(000591) Technology Co., Ltd. announced the completion of round a financing of RMB 1.6 billion. In addition to IDG capital, an old shareholder, and Zhuhai HUAFA group, which continued to increase their investment, financial investment institutions such as Guoshou scientific innovation fund, CCB (pilot Zhanxing fund, manufacturing transformation and upgrading Fund), Yuecai Fund (Guangdong Industrial Development Fund), Shenzhen investment holding capital and Shanghai Aiko Solar Energy Co.Ltd(600732) , Midea capital and other industrial investment institutions also participated in this round of investment.
ggvc led the investment in the round B financing of Maxon energy
Recently, Maxon energy completed hundreds of millions of yuan of round B series financing, of which round B + was invested by GGV Jiyuan capital. Up to now, Maxon energy has completed four rounds of financing within one year. The investors of the angel round are Hong Kong x fund and yingnuo Angel Fund; Round a financing is led by source capital and invested by Junlian capital; Round B financing is led by six pulse capital of Xinchuang group, followed by source capital and Junlian capital. It is reported that Maxon energy will provide a “source network load storage integration” solution for user side scenarios.
