Why is the phosphate lithium edge to "brush screen"?
Lithium iron phosphate has recently been "brush screen", and many companies expressed the expansion of this area.
On December 13, Tianyuan Shares announced that it is advisable to establish a new company to invest in construction of 100,000 tons / annual phosphate phosphate positive material project, and constructed a phosphoric acid and phosphate project according to the company subsidiary according to the actual situation (above Three projects are collectively referred to as "ferrite lithium ferrous integration items").
Prema najavi, godišnja proizvodnja od 100,000 tona litijum-gvozdenog fosfata pozitivnog materijala je integrisani projekat, glavna investicija je nova kompanija i postojeća podružnica, iznos investicije je 2,389 milijardi juana, a period izgradnje projekta je očekuje se 24 mjeseca. Očekuje se da će posljednja godina biti dobit od 689 miliona juana.
It is understood that the advantage of the implementation of the Tianshaulian shares is that the company's subsidiary, the subsidiary of the subsidiary, the phosphate ore resources, the subsidiary of Sichuan, Sichuan Tianshi Titanium Co., Ltd., high-tit, high-quality iron raw material Comprehensive resolution of iron resource supply of the project. The project will fully utilize the high quality phosphate, iron resource advantage, and solve the source of the upstream raw material supply source, which is conducive to reducing production costs.
On December 14, Xiashine's new energy announced that the company intends to establish Ya'an in the Ya'an Lithium Industry (Ya'an) Co., Ltd. (Limited Partners) in Sichuan Province Economic and Technical Development Zone. Xiaxia Tungs New Energy Materials Co., Ltd., the installment investment is an annual output of 100,000 tons of lithium iron phosphate production line, of which 20,000 tons of lithium iron phosphate production line is built, and the investment amount is 927 million yuan.
Potražnja je jaka, što rezultira porastom cijena
The rapid development of the new energy automotive industry has brought a significant increase in the production of dynamic lithium-ion battery production and loading. According to the data released by my country's Automotive Lithium Ion Battery Industry Innovation Alliance The overall increase of 175.5 percent in the same period. In terms of loading, 11 months of this year, my country's powered lithium-ion battery loading volume was 64.8GWh, up 50.5 percent year-on-year, up 270.3 percent .
Performanse litijum{0}} jonske baterije zavise od materijala pozitivne i negativne elektrode, a litijum gvožđe fosfat i ternarni materijali su najčešće korišćeni materijali u novim energetskim litijum - ion baterijama za vozila. U usporedbi s trojnim pozitivnim materijalom elektrode, prednosti litij željeznog fosfata pozitivnog materijala su cijena, niska sigurnost, dug vijek trajanja i ekološki prihvatljiviji.
Razvoj brokerskih poslova očekuje se da će prodaja novih energetskih vozila 2025. godine dostići 17 miliona, a novih energetskih vozila sa litijum-gvozdeno-fosfat-jonskim baterijama 30 odsto. Očekuje se da će 2025. globalna potražnja za proizvodnjom litijum gvožđa dostići 2,17 miliona tona. Kompozitna brzina rasta za 4 godine dostići će 60 posto, a tržišni prostor 2025. godine dostići će 83,8 milijardi juana.
Potražnja je jaka, što direktno dovodi do porasta cijena litij željeznog fosfata. Nakon prvog mjeseca cijene u novembru, nakon mjeseca, u decembru, prosječna cijena litijum-gvožđe-fosfatnog spota -tipa električne energije premašila je 90,000 juana po toni. Shanghai Steel joint je objavio da podaci pokazuju da je 13. decembra litijum željezo fosfat porastao za 4500 juana po toni.
Mnoge kompanije šire litijum fosfat
Optimistični u pogledu litijum-gvožđe-fosfata, sve više kompanija aktivno polaže na proizvodnju litijum-gvožđe-fosfata.
On the evening of December 9, Zhongwei Shares announced that the company's board of directors reviewed the "proposal to sign an investment agreement with the Kaifeng County People's Government". The total investment of the project is about 10 billion yuan, and the annual output of 200,000 tons of phosphate and lithium iron phosphate material production line integrated project.
In November 30, China, Zhongwei Shares said that the company will be with the total production planning of the company's investment in Guizhou's investment, the production planning construction is not less than 300,000 tons / annual phosphate, lithium iron phosphate and related phosphorus resource development, Phosphorus chemical supporting project.
On December 8, Thai and Technology said in the interactive platform, the company's wholly-owned subsidiary Thai and New Energy Materials (Shandong) Co., Ltd. intensive 10,000 tons of phosphate high-end positive material project has completed the procedure.
On the Thuring December, the Micro Share and Tuan Time Company, Saixiu New Can Partners, Wu Xuefeng, etc., signed the "Lithium Iron Project Cooperation Agreement", jointly investing in Jiangsu Queen Time Battery Materials Co., Ltd.
Dana 1. decembra, Long Yi Group objavila je da su kompanija i Vlada okruga Nanzhang nedavno potpisali ugovore o investiranju u projekte i namjeravaju proizvesti 150,000 tona baterijskog-fosfata, željeznog fosfata i tretiranih projekti proširenja nakon ulaganja u okrugu Nanxun. 200,000 tona godišnje), ukupna investicija od 3 milijarde juana.
Pored toga, Yun Tianhua, Bank of Silver, Fusheng, Sichuan, Sichuan Fa, German Nano, Longzhen Technology, Pata Shares, itd. takođe proširuju svoja ulaganja u oblasti ferita.
Litijum gvožđe fosfat je širok
Sve u svemu, litijum gvožđe fosfat je ogroman. Agencija očekuje da će globalna ponuda litijum-gvožđe-fosfat-jonskih baterija 2025. godine dostići 600GWH, a potražnja za litijum-gvožđe-fosfatnom baterijom blizu 2 miliona tona.
U isto vrijeme, sa sve više i više modela s litijum-fosfat-jonskim baterijama (kao što su BYD, Great Wall Orapo Cat Series, Wuling Mining MINI, Xiaopeng G3, itd.), i litijum-gvožđe-fosfat-jonskim baterijama u kapacitetu za skladištenje energije. Povećanje primjene na terenu donijelo je ogromnu priliku za litijum željezo fosfat.
Vrijedi napomenuti da je period ekspanzije pozitivne elektrode litijum željeznog fosfata 6-12 mjeseci, duži. Analiza industrije vjeruje da se u 2022. godini ili teškom za predstavljanje uskog grla u opskrbi, i dalje očekuje da će glavna kompanija održati iskorišćenost proizvodnje od oko 80 posto.
Ukratko, litijum gvožđe fosfat će zauzimati više scena u budućnosti ili u komercijalnim vozilima, a u isto vreme, industrija je postavila veće zahteve u pogledu troškova, tehnologije.
