Naložbe v litijev železov fosfat se še naprej povečujejo, od oktobra pa je načrtovana proizvodnja skoraj milijon ton
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.
Širitev visoko{0}}zmogljivih novih materialov, čezmorske naložbe v projekte litijevega železovega fosfata - V procesu vlaganja in širitve projektov litijevega železovega fosfata s strani podjetij, ki kotirajo na borzi, poleg razširitve industrijske verige, tesnega sodelovanja in drugih modelov, so se pojavili novi trendi v industrijski verigi in geografski razporeditvi. Lastnosti.
Tehnološka ekspanzija materialov na osnovi fosfatov{0}} se pospešuje
Defang Nano, vodilno podjetje za proizvodnjo litijevega železovega fosfata, je 10. zvečer objavilo, da podjetje namerava izdati največ 26,768 milijona delnic A za določene objekte, skupni znesek zbranih sredstev pa naj ne bo več kot 3,2 milijard juanov. Po odbitku stroškov izdaje bodo sredstva, zbrana pri tej izdaji, porabljena za projekt osnovne proizvodnje novih katodnih materialov na osnovi fosfata- z letno proizvodnjo 110,000 ton in za dopolnitev obratnih sredstev.
V primerjavi s skupno proizvodnjo 100000 ton, razkritimi na začetku, je Defang Nano nekoliko povečal proizvodnjo novih katodnih materialov na osnovi fosfata-za 10,000 ton na 110,{ {6}} ton. Glede na objavo se gradbišče projekta nahaja v mestu Qujing v provinci 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 dejal, da lahko novi material znatno izboljša gostoto energije baterije in ohrani prednosti visoke varnosti in nizkih stroškov. To fiksno povečanje lahko izboljša postavitev novega trga katodnih materialov na osnovi fosfata- in izboljša njegov tržni položaj na področju katodnih materialov.
Podjetje je razkrilo, da je trenutno nov izdelek katodnega materiala na osnovi fosfata- prestal pilotni test in je sprva vložil v izgradnjo pilotne linije za raziskave in razvoj. Izdelek je prestal preverjanje majhnih serij ključnih strank na nižji stopnji in so ga stranke zelo prepoznale.
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.
Pričakuje se preboj vlaganja v čezmorske projekte litijevega železovega fosfata
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 verjame, da bo velika količina baterij za shranjevanje energije in nameščena zmogljivost litij{0}}ionskih baterij v tujini pomembna gonilna sila za povpraševanje po litij-železo-fosfatnih baterijah. Pričakuje se, da bo do leta 2025 povpraševanje po litijevem železovem fosfatu doseglo 2,16 milijona ton.
Hitrost širitve tehnologije Longpan se tu ne ustavi. Leta 2021 je Longpan Technology objavila številne načrte širitve, povezane z litij-železovim fosfatom. Aprila je Changzhou Lithium napovedal nakup 100-odstotnih deležev družb Betri (Tianjin) in Betri (Jiangsu); avgusta namerava Changzhou Lithium Yuan ustanoviti skupno podjetje s podjetjem Xinyangfeng za vlaganje v projekt litijevega železovega fosfata z letno proizvodnjo 50,000 ton.
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 napovedal sodelovanje s podjetjem STELLAR za naložbo 350 milijonov USD v industrijski park Morowali, okrožje Morowali, provinca Central Sulawesi, vključno s projekti z letno proizvodnjo 50,000 ton litijevega hidroksida in 10,000 ton litijevega karbonata; Yiwei Lithium Energy in Huayou International gradita projekt za hidrometalurško taljenje laterita niklja v Indoneziji; Tovarna baterij Ningde Times Indonesia naj bi začela obratovati leta 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.
