From January to April, new energy vehicles consume 5447.3 tons of lithium carbonate and 1,326 tons of cobalt

　　Zhongtai Securities today issued a strategic report that states that from January to April 2018, new energy vehicles consumed 5447.3 tons of lithium carbonate and 1,326 tons of metal cobalt. Cobalt prices may bottom out and rebound. With the gradual passing of the power battery off-season, the operating rate of downstream large-scale battery cell factories has increased. In addition, with the mass production of new models on the market, the battery factory will enter the stage of replenishment of raw materials in late May, and the price of cobalt may bottom out and even continue to hit historical highs.

　　lithium battery

　　1. "Unicorn" Ningde era issued approval: the total amount of fundraising has shrunk sharply

　　The official WeChat account of the China Securities Regulatory Commission was released last night. On May 18, the initial applications of the two companies were approved. The main board of the Shanghai Stock Exchange: Green Power Environmental Protection Group Co., Ltd., and the ChiNext Board of the Shenzhen Stock Exchange: Ningde Times New Energy Technology Co., Ltd. The total amount of funds raised by the two companies does not exceed 6 billion yuan. The Ningde Times prospectus shows that the Ningde Times plans to raise funds of 13.12 billion yuan. There are various signs that the regulators will seek the greatest balance between the new economy IPO and market stability.

　　2. China Nuclear Hengtong 300 million Ah lithium battery project settled in Chibi

　　On May 15, Chibi City and China Nuclear Hengtong (Shenzhen) Holding Co., Ltd. held a signing ceremony, marking the settlement of a 300 million Ah lithium battery project with a total investment of 830 million yuan in Chibi City. The 300 million ampere hour lithium battery project has a total investment of 830 million yuan and will be constructed in two phases, 120 million yuan for the first phase and 710 million yuan for the second phase.

　　3. Freudenberg Sealing Technology acquired Elcore and Elcomax equity to invest in fuel cell and lithium battery technology

　　According to foreign media reports, at the beginning of 2018, Freudenberg Sealing Technologies acquired part of the shares of fuel cell manufacturer Elcore and its sister company Elcomax. In February of this year, Freudenberg Sealing Technologies acquired a minority stake in XALTEnergy. The company is responsible for manufacturing lithium-ion batteries, which can be used in city buses and public buses and other industry applications. In the above two transactions, Freudenberg Sealing Technology invested 50 million euros (approximately US$59.023 million) in order to strengthen its market position in the energy and electric vehicle fields.

　　4. my country's lithium battery industry: the global share expands and core competitiveness needs to be improved

　　In 2017, the scale of my country's lithium-ion battery industry reached 151 billion yuan, breaking through the 150 billion yuan mark for the first time, an increase of 18% year-on-year, and continued to maintain rapid growth. In 2017, my country's share of the global lithium-ion battery industry reached 46%, an increase of 6 percentage points from 2016, further widening the gap with Japan and South Korea.

　　5.18650 will be replaced by 21700?

　　18650 is a standard lithium-ion battery model that was first developed by Japan’s SONY company and was set in order to save costs. As a traditional battery cell, 18650 has relatively mature technology, many manufacturers and strong adaptability. On January 9, 2017, Samsung SDI launched a new 21700 battery with the same specifications in due course after Panasonic. LG also said that the 21700 battery will be mass-produced in 2021. As a result, 21700 has set off an upsurge in battery product reform, and domestic and foreign companies are rushing to develop and produce 21700 power batteries, declaring that the global power battery has officially entered the 21700 era.

　　electric car

　　1. Heavy! New regulations for electric bicycles released: maximum speed limit of 25km/h, no modification

　　The new version of the "E-bike Safety Technical Code" clarifies the short-distance transportation function of electric bicycles for the first time. According to regulations, electric bicycles should have pedal riding ability, electric drive and electric assist functions. When driving with electric drive, the maximum design speed does not exceed 25km/h; when driving with electric assist, when the vehicle speed exceeds 25km/h, the electric motor must not provide power output. At the same time, the curb weight of a fully assembled electric bicycle is less than or equal to 55kg, the nominal voltage of the battery is less than or equal to 48V, and the rated continuous output power of the motor is less than or equal to 400W.

　　2. The electric car market was "spoiled" Honda China announced a big move

　　"Nihon Keizai Shimbun" reported on May 17 that Honda launched a very bold plan at the Beijing International Auto Show: launching pure electric vehicles (EV) and plug-in hybrid vehicles (PHV) before 2025. A variety of models, and entry into the field of autonomous driving and shared cars, as a pioneer of Japanese companies, Honda has been in China for 20 years, and the announcement of this plan is not intended to further deepen the relationship with Chinese companies.