标签： 419上海

A shares exceeded 3 trillion yuan on the track, and there was big news.

After the market today, according to official website of the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology publicly solicited opinions on the regulatory conditions and announcement management methods (draft for comments), which mentioned that lithium battery enterprises should be guided to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality and reduce production costs. The exposure draft also mentioned that the annual expenses for research and development and process improvement of lithium battery enterprises are not less than 3% of the main business income.

In recent years, the capacity of lithium batteries in China has expanded rapidly. According to the data disclosed by China Automotive Power Battery Industry Innovation Alliance, as of June 2023, the capacity of lithium batteries in China has reached 1860GWh. It is estimated that by 2025, the capacity of lithium batteries in China may exceed 3000GWh. Insiders pointed out that at present, the supply of high-end and high-quality lithium batteries is still insufficient, while the supply of low-end lithium batteries is excessive, and market competition is intensified.

Analysts believe that in the future, with the slowdown in the expansion of lithium battery industry and the high demand in 2024, this round of lithium battery industry will go to the library or come to an end. According to Wind data, as of the close of May 6, the total market value of the lithium battery sector in the A-share market exceeded 3 trillion yuan.

Heavy new energy

On May 8, according to official website of the Ministry of Industry and Information Technology, in order to further strengthen the management of lithium-ion battery industry and promote the high-quality development of the industry, the Electronic Information Department of the Ministry of Industry and Information Technology revised the Specification Conditions for Lithium-ion Battery Industry (2021 Edition) and the Management Measures for Announcement of Lithium-ion Battery Industry Specification (2021 Edition) to form the Specification Conditions for Lithium-ion Battery Industry (2024 Edition) and the Management Measures for Announcement of Lithium-ion Battery Industry Specification (2024 Edition)

The exposure draft mentioned that lithium battery enterprises and projects should meet the requirements of national laws and regulations such as resource development and utilization, ecological environmental protection, energy conservation management, and safety production, meet the requirements of national industrial policies and related industrial planning and layout, meet the requirements of local land space planning and ecological environmental protection special planning, and meet the requirements of "three lines and one order" ecological environment zoning control. Guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality and reduce production costs.

According to the exposure draft, the energy density of energy-type single battery using ternary material (lithium nickel cobalt manganate) is ≥230Wh/kg, and the energy density of battery pack is ≥ 165 Wh/kg; The energy density of energy-type single battery made of Ferrous lithium phosphate and other materials is ≥165Wh/kg, and the energy density of battery pack is ≥120Wh/kg. The power density of power cell is ≥1500W/kg, and the power density of battery pack is ≥1200W/kg. The cycle life of single battery is ≥1500 times and the capacity retention rate is ≥80%, and the cycle life of battery pack is ≥1000 times and the capacity retention rate is ≥80%.

In terms of production, operation and technological level, the exposure draft also mentioned that enterprises should meet the following conditions: they should be incorporated in People’s Republic of China (PRC) according to law and have independent legal personality; Have the ability of independent production, sales and service of related products in lithium battery industry; The annual expenses for R&D and process improvement shall not be less than 3% of the main business income, and enterprises shall be encouraged to obtain the qualifications of independent R&D institutions, engineering laboratories, technology centers or high-tech enterprises at or above the provincial level; Encourage enterprises to create green factories; Encourage enterprises to build their own or participate in the joint construction of pilot platforms; The main products have technical invention patents; At the time of reporting, the actual output of the previous year is not less than 50% of the actual production capacity of the same year.

After the release of this draft for comments, it has aroused great concern in the market. According to Wind data, as of the close of May 6, the total market value of the lithium battery sector in the A-share market was as high as 3,074 billion yuan.

How big is the impact?

In the past few years, destocking has been a key word in the lithium battery industry.

Stimulated by the rapid growth of new energy electric vehicles, major lithium battery companies have accelerated the expansion of production capacity. The large-scale expansion of production from 2020 to 2022 began to be released in 2023, and the phenomenon of overcapacity in lithium batteries has become increasingly prominent.

According to the data disclosed by China Automotive Power Battery Industry Innovation Alliance, in recent years, the capacity of lithium batteries in China has expanded rapidly. As of June 2023, the capacity of lithium batteries in China has reached 1860GWh.

According to the investment and expansion projects of domestic lithium battery enterprises, China Automotive Power Battery Industry Innovation Alliance predicts that by 2025, China’s lithium battery production capacity is likely to exceed 3000GWh. In terms of capacity utilization rate, 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.

Hongye Futures mentioned in a research report that as of the end of November 2023, the domestic lithium battery production growth was still higher than the installed capacity, resulting in a continuous increase in inventory.

However, insiders pointed out that the supply of high-end and high-quality lithium batteries is still insufficient, while the supply of low-end lithium batteries is excessive, and the market competition is intensified. Tail enterprises with low-end products mainly rely on price wars to gain market space, and the profit space continues to be compressed, which will be gradually eliminated. The enterprises with stronger technical strength will eventually survive in the industry.

Therefore, the Ministry of Industry and Information Technology proposed in the latest exposure draft that enterprises should be guided to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality and reduce production costs.

The exposure draft also clearly requires that lithium battery enterprises spend no less than 3% of their main business income on R&D and process improvement every year.

At present, developing new technologies and going to sea may be a good choice for lithium battery enterprises. In fact, the leading lithium battery enterprises in China have begun to exert their efforts in these two aspects, specifically:

On the one hand, new technologies of lithium batteries emerge in an endless stream, which has attracted much attention from the market. Among them, the outstanding performances are: large cylindrical batteries with 100 million weft lithium energy have been mass-produced; Contemporary Amperex Technology Co., Limited’s rechargeable battery technology has obvious advantages, and its products have been installed on a large scale; On the other hand, domestic lithium battery leaders have planned and laid out their production capacity in Europe and America. By the end of 2023, the lithium battery enterprises that have laid out overseas manufacturing bases are basically domestic head enterprises, including Contemporary Amperex Technology Co., Limited, Guoxuan Hi-Tech, Zhongyiwei Lithium Energy and Huineng Technology, and the planned production capacity has exceeded 500GWh.

The inflection point is approaching

Since 2023, the price of lithium carbonate futures has been falling all the way down, from the highest of 240,000 yuan/ton to the low of 86,000 yuan/ton. Industry analysts believe that the overcapacity of power lithium battery manufacturers may be the main reason for the decline in lithium carbonate prices.

It is worth noting that since February this year, the price of lithium carbonate futures has stabilized, and the overall price has remained at 110,000 yuan/ton.

Analysts believe that in the future, with the slowdown in the expansion of lithium battery industry and the high demand in 2024, this round of lithium battery industry will go to the library or come to an end.

According to the analysis of the latest research report of Everbright Securities, in the first quarter of 2024, the profitability of lithium battery materials stabilized and it is expected to achieve recovery.

Everbright Securities said that the decline in the price of upstream resources such as lithium carbonate, the intensification of market competition and the reduction of inventory have jointly led to a decline in the profitability of upstream resources and midstream materials, especially those with strong periodicity. However, due to the decline of lithium price, the gross profit margin of the battery link has been improved against the trend, and its profitability has been enhanced. At the same time, the profitability of structural parts and ternary precursor links remained stable due to the superior pattern.

The report further pointed out that judging from the marginal change of profitability in the first quarter of 2024, the fluctuation of profitability in most midstream links has gradually narrowed, and showed a trend of stabilization and recovery, especially in Ferrous lithium phosphate, electrolyte, negative electrode and other segments, showing a rebound in profitability.

Editor: Tactical constancy

Proofreading: Wang Chaoquan

　　Because of the forest right dispute, villagers Chen Mou and Wang in Xiaosong Town, Shicheng County, Jiangxi Province have been quarrelling for half a year, but they have failed to mediate in the town twice. After the video system of Komatsu Judicial Office was successfully installed, Chen and Wang agreed to accept "remote mediation".

　　Experts from Shicheng Forestry Bureau sat in front of the remote video system of the command center of the county judicial bureau and "face to face" with the mediation site in the town. "The sound and picture are too clear. The experts in the county analyzed the problem very well, and there is nothing to argue about. Even if it goes to the county, it is finally solved." After listening to experts’ opinions, Chen Mou and Wang finally shook hands.

　　This is a microcosm of the public legal services provided by the command center of Shicheng County Judicial Bureau.

　　Since the beginning of this year, the command center of Shicheng County Bureau of Justice has closely focused on the three functional requirements of "materialization, actual combat and informatization", highlighted the purpose of serving the people, integrated legal service resources such as public legal service center, people’s mediation center and mass complaint reporting center, and built a multi-center and multi-functional command center, which enabled legal services to break through the restrictions of urban and rural areas and time and space, and truly delivered to the doorstep of the people.

　　"With the counterpart support of the Ministry of Justice, the command center of our bureau was completed and put into operation in June this year." Huang Xiaorong, Party Secretary of Shicheng County Judicial Bureau, told the reporter of Legal Daily that the command center consists of video monitoring system and audio-video communication system. The video monitoring system brings together the monitoring resources of public legal service center, community correction center, contradiction mediation center, mass complaint reporting center and grassroots judicial office, and realizes the five-level communication of the Ministry, province, city, county and township; The audio-video communication system is interconnected with the centers and grassroots judicial offices. The county judicial bureau has opened online judicial administrative services such as real-time monitoring, video mediation, legal aid, legal consultation and complaint acceptance through the central network resources, so that people can consult and handle various legal matters without leaving home, effectively opening up the "last mile" of serving the masses.

　　Public legal services are integrated into the command center

　　Let the data run more and the people run less errands.

　　"Mom and Dad, don’t worry, I will behave well in prison, seriously reform, strive for commutation and return to society as soon as possible, go home to honor your parents and repay the society." Recently, Wen Mojin, a prisoner from Shicheng who served his sentence in Yuzhang Prison, Jiangxi Province, faced his gaunt parents on the screen in front of the prison video interview system, and it was difficult for him to restrain his emotions and burst into tears.

　　It turns out that Wen and his wife are nearly sixty years old, and they mainly rely on farm work and small jobs to make a living at home. Their son Wen Mojin has served many years in Yuzhang Prison for intentional injury. In recent years, the couple are eager to meet in a prison 400 kilometers away every six months. It takes several days to transfer by car and return. Over time, not only physical strength is hard to support, but also the expenses of going back and forth add to the burden of the poor families.

　　After learning about the situation of Wen’s family during the "double promotion" visit, the staff of the local judicial office took the initiative to help him apply for a video meeting, so that Wen and his wife could see their son who missed him so much through remote video at their doorstep.

　　"Shicheng County is located in the mountainous area of southern Jiangxi, and the allocation of urban and rural public legal service resources is uneven." Huang Xiaorong said that in order to solve this problem, in February 2016, with the counterpart support of the Ministry of Justice, Shicheng County installed a remote video system in 10 township legal service stations in the county, which was connected with the video system of Shicheng County Public Legal Service Center and took the lead in creating an "online visualization" legal service platform in the province.

　　At the same time, Shicheng County has vigorously promoted the integration of online and offline public legal service platforms. On the basis of having public legal service centers in the county, public legal service stations in towns and villages, and public legal service rooms in villages, it has connected the 12348 hotline and 12348 "Jiangxi Law Network" to the command center, providing the masses with all-round public legal services such as lawyers, notaries, legal aid, resettlement and education, people’s mediation, judicial expertise and rule of law publicity.

　　According to statistics, since 2018, the Shicheng County Legal Service Center and the Judicial Office have provided more than 3,560 legal services such as legal consultation, legal aid, notarization, judicial expertise, etc., and recovered economic losses of more than 8 million yuan for the masses, truly providing timely, accurate and inclusive public legal services for urban and rural people.

　　People’s mediation is integrated into the command center

　　Keep small things out of the village and big things out of the country

　　On this day of August 17, 2018, the government of Pingshan Town, Shicheng County was in turmoil. More than 60 villagers surrounded the town government cadres, and the noise was endless. A middle-aged woman, Pima Dai Xiao, was crying with a portrait in her arms.

　　It turned out that a month ago, the husband of a middle-aged woman, Lai Mou, dug piles for the owner Huang in Shuyuan Road Community of Pingshan Town at the request of the contractor Chen Mou. In the middle of digging the pile, Lai went to the river to rest and accidentally fell into the pond and drowned, which caused a dispute.

　　Unable to reach an agreement on compensation, Lai’s family lost control and gathered dozens of people to the town government, threatening to hold ashes to the county seat to petition if the problem was not solved.

　　Shicheng County Judicial Bureau immediately launched an emergency plan, and assigned lawyer Wen of the county legal aid center to conduct video mediation in the remote interview room of the county judicial bureau for Lai’s family, owner Huang and contractor Chen Mou who were far away from Pingshan Town Judicial Office.

　　In the high-definition video, on the one hand, there are lawyers who are bitter and patiently explaining, and on the other hand, there are families of the deceased who are crying and silent parties. After more than three hours of facts and legal theory, the three parties to the dispute finally reached an agreement, and the family of the deceased received compensation of 390,000 yuan.

　　After the remote mediation, Lai’s wife bowed deeply to Mr. Wen at the other end of the TV screen.

　　In recent years, Shicheng County Bureau of Justice focused on people’s mediation, combined with the grid construction of social governance, and relied on the remote video system of the command center to establish a remote mediation mechanism for people’s mediation, organized a team of lawyers and legal service workers, connected with townships (towns) through the remote video meeting system, and participated in resolving contradictions and disputes and letters and visits at the grassroots level, so that contradictions can be resolved at the grassroots level, and the seamless connection between judicial administrative organs, legal service resources and the needs of comprehensive management of social security can be realized.

　　In addition, the bureau’s command center constantly insists on scientific judgment, and through the people’s mediation information system and the comprehensive management grid system, it can get the information of the dispute location, the names of the parties, the types of disputes and so on at the first time, and grasp the initiative of early warning, investigation, mediation and resolution of contradictions and disputes. At the same time, it makes statistical analysis on the number, types and nature of contradictions and disputes at the stage, so as to realize the prevention and timely response to dynamic and budding contradictions and disputes.

　　Contradictions are not handed over, resolved at the grassroots level and resolved locally. Since 2018, Shicheng County has actively carried out special activities for the investigation and mediation of contradictions and disputes, with a total of 2,616 cases of various disputes mediated and 2,500 cases successfully mediated, with a success rate of 95.6%.

　　"two centers" into the command center

　　Make supervision more transparent and the masses more satisfied.

　　"I didn’t expect the Justice Bureau to pay so much attention to the demands of ordinary people and cured my heart disease for many years." Chen Mou, the litigant of the case, was relieved after the appeal was resolved.

　　In May this year, when the staff of the Legal Service Center of Shicheng County Judicial Bureau conducted a case return visit and a "double promotion" opinion poll, they found that Chen Mou, the party involved in the case, was extremely dissatisfied with his attorney, and then he also had opinions on the County Judicial Bureau.

　　Shicheng County Bureau of Justice immediately launched the "three-level return visit" mechanism and sent the person in charge of the business unit room to visit Chen Mou’s home.

　　Chen Mou stated that during the period when he hired an attorney to represent his case two years ago, there were some irregularities, such as violating the lawyer’s professional ethics, seeking profits, provoking and expanding the contradictions between the parties, which made him feel deeply unfair in justice. In the past two years, troubled by this matter, Chen Mou has been unable to get over it, and strongly urged the county judicial bureau to take corresponding punishment measures against the lawyer.

　　After a return visit by the second-level leaders in charge, it still failed to reach the expected treatment result of Chen Mou. Shicheng County Judicial Bureau immediately convened a coordination meeting involving lawyers and related personnel at that time, and finally completely eliminated the misunderstanding that existed between the two sides for many years on the desktop.

　　Yin Yufang, director of the Judicial Bureau of Shicheng County, told the reporter that in order to strengthen service supervision, Shicheng County has set up a legal service return visit center and a complaint reporting center. The legal service return visit center collects the number of lawyer services, notarization services, judicial expertise, legal aid and grassroots legal services every month, and implements a unified return visit at the end of the month. At the same time, set up a complaint telephone in the command center, arrange special work force, implement 100% quality tracking of public legal services, and open the door to accept supervision by the masses.

　　"The video surveillance systems of the county public legal service center, the county people’s mediation center and the grassroots judicial offices are interconnected with the video surveillance of the command center, and voice and video can be transmitted and stored in real time." Yin Yufang said that the command center monitors the arrival and daily work of the staff of the organs and grassroots judicial offices from time to time through video surveillance, and collects the surveillance video at the first time for the problems such as poor attitude of the staff and absence of the staff reflected by the complaints from the masses. After investigation and verification, it will be handled according to the law.

　　The integration of the legal service return visit center and the complaint reporting center into the command center has effectively promoted the cadres to change their work style and greatly improved the public’s credibility and satisfaction with the judicial administrative system. From January to August this year, the total number of return visits reached 831, of which 752 were satisfied, 4 were basically satisfied, 75 were invalid, and the dissatisfaction was zero, and the satisfaction reached 99.47%. In the first half of this year, Shicheng County ranked first in Ganzhou City and eighth in the province.

　　Reporter Huang Hui correspondent Lai Dezhong

　　[Aika Auto’s new car is original]

　　A few days ago, we learned from Dongfeng Nissan that the new Sylphy Classic model was officially launched, and four models were launched.The price range is 998-118600 yuan.. Two information points need to be known. The Sylphy Classic model that was previously on sale officially withdrew from the stage, and the new Sylphy Classic will be sold the same as the new generation Sylphy listed on July 16th.

　

　 　 　 　Compared with the current Sylphy, the overall design of the new Sylphy Classic has not changed, but the "Classic" logo has been added at the end to highlight its identity. In addition, the new Sylphy Classic still offers four body colors: mocha brown, Obsidian Black, Tungsten Steel Grey and Pearlescent White. In terms of configuration, the two comfort models come standard with 16-inch steel wheels, fabric seats, remote control keys, AUX/iPod/USB audio, 4 speakers, four-door electric windows, 6-way manual adjustment seats for driver’s seat/co-pilot’s seat, front double airbags, body stability system, tire pressure monitoring and so on.

　　The configuration of the two luxury models is much more advanced than that of the comfort model. On the basis of retaining the configuration of the comfort model, the electric sunroof, 16-inch aluminum alloy wheels, multi-function steering wheel, PVC leather seat, rear armrest, rear center headrest, side airbag, reversing image and front fog light are added. In terms of multimedia configuration, the manual deluxe edition is equipped with a 7-inch central control screen, with AUX/Wi-Fi/USB/ Bluetooth multi-source input function, and supports the interconnection of Apple CarPlay/ Baidu CarLife mobile phones; The top CVT Deluxe Edition is equipped with an intelligent car networking car system with an 8-inch central control panel, which provides intelligent voice control, remote real-time monitoring, full-time car navigation, 24-hour entertainment, car Wi-Fi hotspots, OTA upgrade function, and can enjoy ten years of basic functions. The service flow is free.

　　In terms of power, the new Sylphy Classic continues to be equipped with a 1.6L naturally aspirated engine, with a maximum power of 93kW(126Ps) and a peak torque of 154Nm. The transmission is matched with a 5-speed manual or CVT continuously variable gearbox. In addition, the new car also meets the national six emission standards.

　　Editor’s comment:Don’t underestimate Sylphy. In the 2018 car sales list, Sylphy ranked first, selling more than 460,000 vehicles, even surpassing another "God Car" LaVida. Although the official has not announced the sales proportion of Sylphy Classic, it is certain that the more cost-effective Sylphy Classic model must have made great contributions. Now a new generation of Sylphy is about to go on the market, and Sylphy currently on sale has officially become a new Sylphy classic. In fact, this form of old and new generations selling together exists in many brands, and the sales volume proves that this method is very easy to use.

Review of related articles:

Dongfeng Nissan’s brand-new Sylphy was launched on July 16, and it was innovated inside and outside.

New news of Nissan’s new generation Qijun or changing 2.0T power.

Nissan’s new Navarra official map has been upgraded in safety/load.

1905 movie network news The film "93 International Train Robbery: Moscow Action" (hereinafter referred to as "), co-produced and directed by, is released today! Andy Lau, the co-producer and special performance of the film, the lead actor, and the lead actor came to Chengdu to meet the audience! The audience enthusiastically shared their love for the film and interacted with the creators. The film was praised" No pee points throughout the process! "" The action scenes were very cool, wave after wave! "The male god Muse gathered to fight wits and courage, what kind of wonderful stories will be staged, and the audience is also invited to enter the theater to experience this fierce crime action blockbuster for themselves!

Characters into the wood three-point plot tension, the audience praised the movie "Moscow Action": action scenes are boiling

Andy Lau, the co-producer and special performance of the film "Moscow Action", Zhang Hanyu, the lead actor, and Wen Yongshan, the lead actor, came to Chengdu on the 28th to meet and interact with the audience of the cinema! As the only crime action blockbuster in the National Day file, the fighting and gunfights in the movie are fast and ruthless, and the drag racing explosions are hard to burn. It is enjoyable and at the same time, it is also hard to sweat. It is difficult for the audience to calm down their excitement and vividly express the immersive experience of watching the movie: "I feel very shocked. The biggest feeling is the action scenes. On the train, in the groundwater palace, the fighting scenes in various environments feel very exciting and boiling."

The three-dimensional and vivid characters in the film deeply empathize with the audience. The audience said: "Wassily played by Andy Lau is a love and desire, and it is really a love-hate mix." "Zhang Hanyu’s role as a police officer made me feel the tenacity and sonorous power of the police in the 1990s." "The role of Miao Qingshan can be called terrifying. As the plot goes on, you will feel that Miao Qingshan is manipulating your psychology step by step." "Wen Yongshan’s character has a lot of charm on the surface, but it is actually sensitive and delicate, which is heartbreaking." The male god Muse is also positive and evil, and the same stage stages a wonderful story, which makes the audience linger!

Chengdu Roadshow Fans Love "Overturn the Ceiling" Audience Sent to Precious Newspaper in 1993

The enthusiasm of the fans that day "toppled the ceiling"! The movie "Operation Moscow" brought the international train robbery that shocked the world in 1993 to the big screen. Some viewers specially found the newspaper on the day of the 1993 robbery and gave it to Andy Lau. This commemorative gift is touching. The famous scene of Wen Yongshan stepping on the plate in the movie is very out of the loop, and the audience imitated and restored the paragraph on the spot, which was affirmed by the "main".

Some audience members brought their mother to watch the movie, and her mother said: "Andy Lau is the male god I have always liked from a young girl to a middle-aged girl. All your music and works have been with us for the past 30 years. Thank you very much. I can’t express my love for you in a thousand words. I can only say that I have loved you for 10,000 years." Another audience confessed to Zhang Hanyu: "The image of a tough guy is deeply rooted in the hearts of the people, and I admire you even more after watching this movie." Coming to the Sichuan-Chongqing area, even the cakes became "spicy", which coincided with the second day of Andy Lau’s birthday. Fans sent Sichuan-Chongqing special hot pot cakes, and the audience spontaneously sang Andy Lau’s classic song "Love You for 10,000 Years" to confess to the creators. In the face of the enthusiasm of the audience, the creators also hugged each other in the air and were full of love! The movie is hot, and it starts fiercely!

The film "93 International Train Robbery: Moscow Action" directed by Qiu Litao, co-producer Han Sanping, co-producer and special performance Andy Lau, screenwriter Chen Daming, starring Zhang Hanyu, Huang Xuan, starring Wen Yongshan, starring 、、、、、、。

Once Upon a Time in the Tropics

1905 movie network news　Recently, Ning Hao’s "Bad Monkey 72 Change Film Project" once again plans to launch a new film. The new film, which will be produced by Ning Hao and directed by the contracted director Wen Shipei, will be called "Tropical Past Events". The new film officially starts today and will star Peng Yuyan.

The "Bad Monkey 72 Movie Project" has been dedicated to cultivating new directors, and this timeDirector of Once Upon a Time in the TropicsWen Shipei studied film at Columbia University, and "Once Upon a Time in the Tropics" will be his feature-length film debut.

The film will be set in Guangzhou in 1997. On an uncomfortably hot summer night, the city’s power outage hides a murder case in the dark, and the fates of the "villain", "widow" and "police officer" are forever changed, entangled for 20 years.

The film has now been filmed and will now be officially launched.