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This year's anode material project dynamic list: integrated layout into wind silicon carbon negative electrode industrialization speed up_SMM

[a dynamic list of negative materials projects this year: integrated layout into wind silicon-carbon negative electrode industrialization] since the beginning of the year, 15 investment projects in the field of negative materials have been announced by the government, with an investment amount of 46.632 billion yuan and an annual production capacity of 1.44 million tons; at the same time, 22 projects have been started and put into production, 19 of which have announced the investment amount of 74.11 billion yuan, with an annual production capacity of 2.541 million tons.

Sustained high shock of base metals supported by cost and external demand [institutional review]_SMM

Domestic steady growth and continuous increase in the relative benefits of industrial products will continue [institutional review]_SMM

Guosheng Securities: demand expectation boosts risk preference for Industrial Metals, Cobalt and Lithium prices continue to hit record highs_SMM

Behind the continued record high aluminum prices: the "welfare" brought about by the continued decline in supply?_SMM

Behind the continued record high aluminum prices: the "benefits" brought about by the continued decline in supply? Many commodity prices "rose sharply" in the first 10 months of 2021. After October, due to the implementation of the coal supply policy, many commodity production capacity was restored and prices fell sharply. However, unlike other commodities, aluminium prices have strengthened again recently after falling, and London aluminium prices have reached their highest level since 2008. In essence, the rise and fall of commodity prices is closely related to supply and demand. This round of aluminum prices reached a decade-high high, mainly due to limited supply, higher costs, and no significant reduction in demand.