36 Carbon Weekly丨Ideal releases flagship SUV L9; EU carbon border adjustment mechanism draft amendment passed; CATL releases CTP3.0 Kirin battery

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The 36 Carbon Weekly Report will show you the important news in the field of “Double Carbon and ESG” this week (6.20-6.24):

big company:

It is reported that Tianqi Lithium’s Hong Kong stock listing schedule has been finalized, and it will officially land in Hong Kong stocks on July 13

According to people familiar with the matter, the timetable for the listing of Tianqi Lithium’s Hong Kong stocks has been finalized. After completing the analyst’s pre-roadshow today, it is expected to determine the price range of the issuance on June 29, open the book roadshow on June 30, and complete it on July 6. Issue pricing, and finally officially landed in Hong Kong stocks on July 13. (China Securities Journal)

Ningde era released Kirin battery, and many listed companies said that the product can be applied to Kirin battery

On the 23rd, CATL released the CTP3.0 Kirin battery. A number of listed companies have stated that their products can be applied to Kirin batteries. Lianchuang: Of course, Kirin batteries will use PVDF. As for the amount of usage, there is currently no relatively accurate data, which can only be determined after the mass production of Kirin batteries. Ruitai New Materials: CATL has been one of the company’s top three customers in the past three years. The lithium-ion battery electrolyte produced by the company is suitable for Kirin batteries. Minglida: The company’s products are involved in the application of Kirin batteries, and related products are currently in the process of submitting samples. Wanshun new material: battery aluminum foil can be applied to the positive current collector of Kirin battery technology. (Securities Times)

Li Auto officially released Li Li L9, a flagship smart SUV for families

36 Carbon was informed that, according to Li Auto Weibo, Li Auto officially released Li Li L9, a flagship smart SUV for families. According to reports, the ideal L9 has a length of more than 5.2 meters and a wheelbase of more than 3.1 meters. The height of the car is controlled to 1.8 meters through a hidden luggage rack.

LONGi sets new world record for HJT battery efficiency

36Carbon learned that, according to LONGi Green Energy official WeChat news, recently, LONGi silicon heterojunction photovoltaic cell (HJT) has made another major breakthrough in research and development. The photoelectric conversion efficiency reached 26.50%, setting a new world record for the efficiency of large-scale single-crystalline silicon photovoltaic cells.

Weilai responds to the crash of the test car: the accident has nothing to do with the vehicle itself

36 Carbon was informed that according to Weilai’s official WeChat news, at about 17:20 on June 22, a Weilai test vehicle fell from the third floor of the Shanghai Innovation Port parking building, killing two digital cockpit testers, one of whom was Company colleague, another partner employee. We are deeply saddened by this accident and express our deepest condolences to our colleagues and partner employees who lost their lives. The company has set up a special team to help the family deal with the aftermath. After the accident, the company immediately cooperated with the public security department to initiate an investigation and analysis procedure for the cause of the accident. According to the analysis of the on-site situation, it can be initially confirmed that this is an accident and has nothing to do with the vehicle itself.

Audi CEO: Plans to launch only electric cars on the market from 2026

Audi chief executive Marcus Duesmann said Audi plans to bring only electric cars to the market from 2026. All Audi models will be purely electric by 2035. (Financial Association)

Musk complains: The supply chain is blocked, and Tesla’s two factories are burning billions of dollars

A few days ago, Musk said in an interview with the “Tesla Silicon Valley Car Owners” club that Tesla’s factories in Texas and Berlin, Germany are losing billions of dollars due to battery shortages and supply chain problems. (surging)

Musk: Cybertruck may go into production in the middle of next year

In the latest video of an interview with the Tesla Owners Club of Silicon Valley released on Wednesday, Tesla CEO Elon Musk revealed that production of its electric pickup truck, the Cybertruck, may be delayed until the middle of next year. (Sina Finance)

Xiaomi’s new car patent enables car-to-car charging

36 Carbon was informed that the Tianyancha App showed that recently, Xiaomi Auto Technology Co., Ltd. announced the patent of “Car-to-Car Charging Circuit, Charging Harness, Charging System and Electric Vehicle”. The abstract shows that the car-to-car charging circuit includes a controller, a power supply circuit and a voltage detection circuit. The voltage detection circuit can collect the voltage at the charging confirmation terminal in the charging interface, and when the controller determines that the charging interface is connected to the wiring harness based on the voltage, the controller can control the power supply circuit to connect to the wiring harness through the DC power terminal in the charging interface. Two electric vehicle charging.

Changan Automobile: The company plans to accelerate the research and development of hydrogen fuel cell technology

36 Carbon was informed that Changan Automobile stated on the interactive platform that the company plans to accelerate the research and development of hydrogen fuel cell technology. Establish and improve a hydrogen energy R&D, manufacturing and testing system covering “components-system-complete vehicle”, independently master system integration and control technology, and strive to create “low hydrogen consumption, high energy efficiency, high safety” fuel cell technology and products, Realize multi-scenario carbon reduction and industrial green upgrade.

Hon Hai reportedly considering making electric cars in India

In addition to Vietnam and Indonesia, Foxtron, the electric-car company owned by Hon Hai, may consider production in India, according to people familiar with the matter. A source said Hon Hai had no initial plans to manufacture in India, but has been studying the Indian auto market recently and is considering expanding into India as well as Vietnam and Indonesia to expand its manufacturing base for other markets. The government of Tamil Nadu is looking to attract further investment from Hon Hai, said people familiar with the matter. “They have already expressed interest in electric vehicle manufacturing, so we told them that Tamil Nadu is a good place to go.”

Toyota to partner with U.S. battery recycling unicorn to build EV battery ecosystem

Toyota will partner with U.S. battery recycling unicorn Redwood Materials, Inc. to build a sustainable, closed-loop electric vehicle battery ecosystem. (Financial Association)

Policy trends:

Guangzhou: Encourage the purchase of new energy vehicles

The Guangzhou Municipal People’s Government issued a notice on Guangzhou’s implementation of the State Council’s package of policies and measures to stabilize the economy. The notice proposes to publicize and implement the provincial auto trade-in special action policy, and give 3,000-10,000 yuan subsidy to those who scrap or transfer out old cars with Guangdong license plates under their personal names, and buy new models of trade-in promotion models in the city and get a license plate in the city; encourage For the purchase of new energy vehicles, a subsidy of 8,000 yuan per vehicle will be given to individual consumers who purchase new energy vehicles within the scope of the trade-in model in the province before June 30, 2022. Accelerate the introduction and implementation of Guangzhou’s policies for the promotion and application of new energy vehicles in the personal field. (Securities Times)

National regular meeting: policy implementation forecast to increase automobile and related consumption by about 200 billion yuan this year

Li Keqiang presided over an executive meeting of the State Council. The meeting pointed out that to further unleash the potential of automobile consumption, the first is to activate the second-hand car market and promote automobile renewal consumption. For small non-operating used cars, the move-in restrictions will be completely lifted from August 1, and the transfer registration will be separately endorsed and issued with temporary license plates from October 1. The second is to support the consumption of new energy vehicles. The vehicle purchase tax should be mainly used for highway construction, considering the current actual research on the extension of the new energy vehicle purchase tax exemption policy. The third is to improve the parallel import policy and support the construction of parking lots. The implementation of the policy predicts an increase of about 200 billion yuan in automobile and related consumption this year. (CCTV News)

International Energy Dynamics:

EU carbon tariffs passed in the early morning, the cost of Chinese goods exports is higher

Carbon tariff coverage to downstream industries is clear. Some companies have calculated an account in advance, a 100-degree battery pack, the carbon cost of exporting to Europe is equivalent to RMB 3,500.
IEA expects global energy investment to grow 8% in 2022

On the 22nd local time, the International Energy Agency released the 2022 Global Energy Investment Report. The report expects global energy investment to grow by 8% to $2.4 trillion in 2022, with growth driven mainly by energy sector investments in clean energy and power grids and global investments in energy efficiency. (CCTV News)

Europe is in an energy crisis, and many countries restart coal power generation

Since the outbreak of the Russia-Ukraine conflict, the EU has imposed six rounds of sanctions on Russia. But because Russia is the EU’s largest natural gas supplier, the backlash caused by sanctions against Russia has put EU countries in a difficult position. In the face of the “gas-cut” crisis, many European countries took a “turn back” and turned their attention to the coal power generation that was once planned to be phased out. Germany, Italy, Austria and the Netherlands have indicated that they will increase coal-fired power production. (CCTV News)

Market news: Qatar’s annual LNG capacity to increase to 110 million tons by 2027

Market news: ExxonMobil and Qatar Energy have signed an agreement to boost Qatar’s annual LNG production capacity to 110 million tons by 2027. (Sina Finance)



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