Ulaganje u litijum gvožđe fosfat nastavlja da raste, a planirana proizvodnja je skoro milion tona od oktobra
Defang Nano, Longpan Technology, Batian Co., Ltd., Huayou Cobalt Industry... The layout of many listed companies in the field of lithium iron phosphate has been "sweeping the screen" recently, and the investment enthusiasm has continued the trend in the first three quarters of 2021. After sorting out, it is found that since October, the planned annual output of lithium iron phosphate projects announced by listed companies has totaled nearly 1 million tons, far exceeding the actual output in 2020.
Ekspanzija novih materijala visokih-učinak, prekomorska ulaganja u projekte litijum gvožđe fosfata - U procesu ulaganja i proširenja projekata litijum gvožđe fosfata od strane kotiranih kompanija, pored proširenja industrijskog lanca, snažne saradnje i drugi modeli, pojavili su se novi trendovi u industrijskom lancu i geografskom rasporedu. Karakteristike.
Tehnološka ekspanzija materijala na bazi fosfata-ubrzava
Defang Nano, vodeća kompanija za proizvodnju litijum-gvozdenog fosfata, 10. uveče, objavila je da kompanija planira da emituje najviše 26,768 miliona A akcija određenim objektima, a očekuje se da ukupan iznos prikupljenih sredstava ne bude veći od 3,2 milijardi juana. Nakon odbitka troškova izdavanja, sredstva prikupljena od ove emisije će se koristiti za projekat osnovne proizvodnje novih katodnih materijala na bazi fosfata- godišnje proizvodnje od 110,000 tona i za dopunu obrtnih sredstava.
U poređenju sa ukupnom proizvodnjom od 100,000 tona koja je objavljena na početku, Defang Nano je neznatno povećao proizvodnju novih katodnih materijala na bazi fosfata-za 10,000 tona na 110,{ {6}} tona. Kako se navodi u saopštenju, gradilište projekta nalazi se u gradu Qujing, u provinciji Yunnan.
In the competitive landscape where many listed companies have deployed lithium iron phosphate and lithium ion battery upstream and downstream companies through the phosphorus chemical industry chain to jointly develop cathode materials, and the industry leader Hunan Yuneng seeks to be listed, Defang Nano has chosen to "better" lithium iron phosphate materials. further". Defang Nano said that the phosphate-based cathode material industry has high technical barriers, and the constantly optimized and updated product production process and huge RD investment make it difficult for new entrants to form competitiveness.
Industry insiders analyzed that the new phosphate-based cathode material is lithium manganese iron phosphate material, which has the characteristics of high voltage platform and high gram capacity. Under the condition that the cost of single GWH is basically unchanged, Defang Nano has solved its original cycle times. and security "short board".
Defang Nano je rekao da novi materijal može značajno poboljšati gustoću energije baterije, te zadržati prednosti visoke sigurnosti i niske cijene. Ovo fiksno povećanje može unaprijediti izgled novog tržišta katodnih materijala na bazi fosfata-i poboljšati njegovu tržišnu poziciju na polju katodnog materijala.
Kompanija je otkrila da je trenutno novi proizvod katodnog materijala na bazi fosfata- prošao pilot testiranje i da je u početku investirala u izgradnju pilot linije za istraživanje i razvoj. Proizvod je prošao verifikaciju u maloj seriji ključnih kupaca u daljem toku i bio je visoko prepoznat od strane kupaca.
Defang Nano also reminded the digestibility of its downstream customers: the company's important customer, CATL, plans to raise funds of no more than 58.2 billion yuan in August to invest in the RD and expansion plans of lithium-ion batteries, with a total output of 137GWH of new lithium-ion batteries; important Client Yiwei Lithium Energy and its subsidiaries plan to invest in the construction of a new energy power storage battery industrial park with an annual output of 104.5GWH.
Očekuje se da će ulaganje u inozemne projekte litijum-gvozdenog fosfata probiti
Earlier, Longpan Technology, another lithium iron phosphate head company, announced that Changzhou Liyuan, a holding subsidiary of the company, plans to establish a joint venture with investment institution STELLARINVESTMENTPTE.LTD. (hereinafter referred to as "STELLAR") in Indonesia. In the Morowali Industrial Park, Morowali County, Weixi Province, the company invested in the development and construction of a cathode material project with an annual output of 100,000 tons of lithium iron phosphate. The total investment of the project is about 235 million US dollars, and Changzhou Liyuan holds a 70 percent stake in the joint venture.
Longpan Technology said that the investment project products involved in the investment contract are mainly the company's strategic layout based on future development, expanding the industrial scale and meeting the overseas market demand of international battery companies, thereby promoting the company's steady development and continuously improving the company's comprehensive Competitiveness.
Caixin Securities vjeruje da će velika količina baterija za pohranu energije i instalirani kapacitet prekomorskih energetskih litijum{0}}jonskih baterija biti važna pokretačka snaga potražnje za litijum-gvozdeno-fosfatnim baterijama. Očekuje se da će do 2025. godine potražnja za litijum-gvozdenim fosfatom dostići 2,16 miliona tona.
Tempo ekspanzije Longpan tehnologije se tu ne zaustavlja. U 2021. godini, Longpan Technology je najavila niz planova proširenja vezanih za litijum željezo fosfat. U aprilu je Changzhou Lithium najavio kupovinu 100 posto udjela u kompanijama Betri (Tianjin) i Betri (Jiangsu); u avgustu, Changzhou Lithium Yuan namjerava osnovati zajedničko ulaganje sa Xinyangfengom za investiranje u projekat litijum-gvozdenog fosfata sa godišnjom proizvodnjom od 50,000 tona.
Longpan Technology's aggressive expansion and the viability of its overseas projects have drawn regulatory attention. In the inquiry letter, the Shanghai Stock Exchange required Longpan Technology to "explain the necessity of continuous foreign investment and construction related production in combination with the company's current production of lithium iron phosphate cathode materials, projects under construction, production line operating rate, and product orders."
"The local related mineral resources are relatively rich." The relevant person in charge of Longpan Technology said that the company chose to deploy in Indonesia, fully considering the low cost of various production factors, which can meet the increasing downstream international customers to a certain extent. want.
Shengxin Lithium Energy je najavio saradnju sa STELLAR-om kako bi investirao 350 miliona USD u industrijski park Morowali, okrug Morowali, provincija Central Sulawesi, uključujući projekte s godišnjom proizvodnjom od 50,000 tona litijum hidroksida i 10,000 tone litijum karbonata; Yiwei Lithium Energy i Huayou International grade projekat hidrometalurškog topljenja laterita nikla u Indoneziji; Očekuje se da će fabrika baterija Ningde Times Indonesia biti puštena u rad 2024. godine.
The doubling of the output of the lithium iron phosphate industry has drawn the industry's attention to excess production. The 21st Century Capital Research Institute believes that lithium iron phosphate will still be in a tight balance between supply and demand in 2022, and the timing of excess production will depend on the rhythm of supply-side production release. In addition, the construction period of the lithium iron phosphate project is generally 1 year to 1.5 years, and the new output of investment may appear in 2022 and 2023.
