Pelaburan fosfat besi litium terus meningkat, dan pengeluaran yang dirancang adalah hampir satu juta tan sejak Oktober
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.
Peluasan bahan baharu-berprestasi tinggi, pelaburan luar negara dalam projek fosfat besi litium - Dalam proses pelaburan dan pengembangan projek fosfat besi litium oleh syarikat tersenarai, sebagai tambahan kepada lanjutan rantaian industri, kerjasama padu dan model lain, trend baharu dalam rantaian industri dan susun atur geografi telah muncul. Ciri-ciri.
Pengembangan teknologi bahan berasaskan fosfat-dipercepatkan
Pada petang ke-10, Defang Nano, sebuah syarikat fosfat besi litium terkemuka, mengumumkan bahawa syarikat itu merancang untuk menerbitkan tidak lebih daripada 26.768 juta saham A kepada objek tertentu, dan jumlah dana yang diperoleh dijangka tidak lebih daripada 3.2 bilion yuan. Selepas menolak perbelanjaan terbitan, dana yang diperoleh daripada terbitan ini akan digunakan untuk projek asas pengeluaran bahan katod-fosfat baharu dengan pengeluaran tahunan sebanyak 110,000 tan dan untuk menambah modal kerja.
Berbanding dengan jumlah keluaran sebanyak 100,000 tan yang didedahkan pada mulanya, Defang Nano telah meningkatkan sedikit pengeluaran bahan katod -fosfat baharu sebanyak 10,000 tan kepada 110,{ {6}} tan. Menurut pengumuman itu, tapak pembinaan projek itu terletak di Bandar Qujing, Wilayah 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 berkata bahawa bahan baharu itu boleh meningkatkan ketumpatan tenaga bateri dengan ketara, dan mengekalkan kelebihan keselamatan yang tinggi dan kos rendah. Peningkatan tetap ini boleh memajukan reka letak pasaran bahan katod-berasaskan fosfat baharu dan meningkatkan kedudukan pasarannya dalam medan bahan katod.
Syarikat itu mendedahkan bahawa pada masa ini, produk bahan katod berasaskan fosfat-baru telah lulus ujian perintis dan pada mulanya telah melabur dalam pembinaan barisan perintis penyelidikan dan pembangunan. Produk ini telah melepasi pengesahan kumpulan kecil pelanggan hiliran utama dan telah diiktiraf tinggi oleh pelanggan.
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.
Melabur dalam projek fosfat besi litium di luar negara dijangka akan berjaya
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 percaya bahawa jumlah bateri simpanan tenaga yang tinggi dan kapasiti terpasang bateri litium-daya luar negara akan menjadi daya penggerak penting bagi permintaan untuk bateri litium besi fosfat. Dijangkakan menjelang 2025, permintaan untuk litium besi fosfat akan mencapai 2.16 juta tan.
Kepantasan pengembangan Teknologi Longpan tidak berhenti di situ. Pada tahun 2021, Teknologi Longpan mengumumkan beberapa rancangan pengembangan yang berkaitan dengan fosfat besi litium. Pada April, Changzhou Lithium mengumumkan pengambilalihan 100 peratus kepentingan dalam Betri (Tianjin) dan Betri (Jiangsu); pada bulan Ogos, Changzhou Lithium Yuan berhasrat untuk mewujudkan usaha sama dengan Xinyangfeng untuk melabur dalam projek fosfat besi litium dengan pengeluaran tahunan sebanyak 50,000 tan.
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 mengumumkan untuk bekerjasama dengan STELLAR untuk melabur AS350 juta di Morowali Industrial Park, Morowali County, Provinsi Sulawesi Tengah, termasuk projek dengan pengeluaran tahunan sebanyak 50,000 tan litium hidroksida dan 10,000 tan litium karbonat; Yiwei Lithium Energy dan Huayou International sedang membina projek peleburan hidrometalurgi nikel laterit di Indonesia; Kilang bateri Ningde Times Indonesia dijangka mula beroperasi pada 2024.
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.
