Recently, the Ministry of Industry issued a "lithium-ion battery industry standard notice management Interim Measures" (hereinafter referred to as the "Interim Measures"), aimed at comprehensively strengthening the management of lithium-ion battery industry to promote sustained and healthy development of lithium-ion battery industry and guide the industry to speed up transformation and upgrading.
"Interim Measures" shows that the application of the notice should have the following conditions: an independent legal personality, in line with national industrial policies and related development plans, in line with "lithium-ion battery industry standard conditions" to comply with national laws and regulations, no major violations.
Under the "lithium-ion battery industry standard conditions", strictly control the new expansion of simple production capacity, low level of technology lithium-ion battery industry projects. Among them, the battery annual production capacity of not less than 100 million watts; cathode, anode material annual production capacity of not less than 2,000 tons, the electrolyte production capacity of not less than 500 tons. When the enterprise declares the actual output of the previous year not less than 50% of the actual capacity.
Qin Hong believes that the new energy-powered car sales continued to exceed expectations, the upstream industry chain-related products to form a strong pulling effect, especially the lithium battery upstream industry chain, it is a tight price rose The trend, such as lithium prices, so the current days of Qi Li, Fluoride and other related listed companies is expected to exceed the expected performance of such stocks in the near future is expected to become another hot spot candidate varieties of the market.