freecoinsforhouseoffunspin| [Hot spot direct comment] Lithium battery is a big plus and new energy is expected to take off again?

May 8thFreecoinsforhouseoffunspinThe Ministry of Industry and Information Technology issued the Lithium Battery Industry Standard conditions (2024) (draft for soliciting opinions) and the measures for the Administration of Lithium Battery Industry Standard announcement (2024) (draft for soliciting opinions).

The proposal of "normative conditions"FreecoinsforhouseoffunspinTo guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs. Lithium battery enterprises spend no less than 3% of their main business income on R & D and process improvement each year. At the same time, the "specification conditions" improve the energy density, power density and other indicators of various types of batteries.

In recent years, the domestic lithium power industry is expanding at a high speed, and the scale of production capacity is increasing, but the utilization rate is declining year by year. According to the investment and expansion projects of domestic lithium battery enterprises, China Automotive Power Battery Industry Innovation Alliance predicts that China's lithium battery capacity is likely to exceed 3000GWh by 2025. In terms of capacity utilization, as of June 2023, the capacity utilization rate of China's lithium battery industry has dropped to about 40%, and it is likely to drop to about 35% by 2025.

Since the beginning of this year, a number of lithium power projects have pressed the "pause button". On April 26, Huarou Technology issued an announcement saying that the company's lithium battery electrolyte additive project was slow and failed to meet expectations due to factors such as market conditions, investment environment and changes in administrative examination and approval policies. Based on the above objective situation, the company decided to terminate the new lithium battery electrolyte additive project with an annual capacity of 12000 tons proposed by its wholly-owned subsidiary Wuxue Odesai Chemical Co., Ltd., and the new lithium battery electrolyte additive project with an annual production capacity of 6000 tons of fluorinated vinyl carbonate lithium battery proposed by Cangzhou Odesai Chemical Co., Ltd. the annual output value of the above two projects is 18000 tons.

Lithium battery has been the focus of the capital market until 23 years ago, and it has been hyped from time to time, but after 21 years of core assets report group, the main force has experienced a wide range of shipments, and after adjustment, it happens to return to the low valuation. The policy has been increasing. It can be seen that the strength of the policy is directed to the direction of lithium battery. A-share has always been the policy market where the policy is located. Therefore, in the medium term, there are expectations. From a short-term point of view, the technology is also being repaired and rebounded after the overfall, but the volume is slightly insufficient after the Xiaoyang line continues to push up, so we should pay attention to the market situation today, while the market is stable, there may be short-term arbitrage opportunities.

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