Leanann infheistíocht fosfáit iarainn litiam ag méadú, agus tá an t-aschur pleanáilte beagnach milliún tonna ó mhí Dheireadh Fómhair
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.
Leathnú-ábhar nua ardfheidhmíochta, infheistíocht thar lear i dtionscadail fosfáit iarainn litiam - Sa phróiseas infheistíochta agus leathnú ar thionscadail fosfáit iarainn litiam ag cuideachtaí liostaithe, chomh maith le síneadh slabhra tionsclaíoch, comhar láidir agus samhlacha eile, tá treochtaí nua sa slabhra tionsclaíoch agus leagan amach geografach tagtha chun cinn. Gnéithe.
Cuirtear dlús leis an leathnú teicneolaíochta ar ábhair atá bunaithe ar fhosfáit
Ar tráthnóna an 10ú, d'fhógair Defang Nano, cuideachta le rá fosfáit iarainn litiam, go bhfuil sé beartaithe ag an gcuideachta gan níos mó ná 26.768 milliún scaireanna A a eisiúint chuig rudaí sonracha, agus táthar ag súil nach mbeidh méid iomlán na gcistí a ardaítear níos mó ná 3.2. billiún yuan. Tar éis na speansais eisiúna a asbhaint, úsáidfear an t-airgead a bhaileofar ón eisiúint seo le haghaidh tionscadal bonn táirgeachta ábhar catóide bunaithe ar fhosfáit nua a mbeidh aschur bliantúil 110,000 tonna aige agus chun cur leis an gcaipiteal oibre.
I gcomparáid leis an aschur iomlán de 100,000 tonna a nochtadh ag an tús, mhéadaigh Defang Nano aschur na n-ábhar catóide nua fosfáit-bunaithe faoi 10,000 tonna go 110,{ {6}} tonna. De réir an fhógra, tá láithreán tógála an tionscadail suite i gCathair Qujing, Yunnan Cúige.
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".
Dúirt Defang Nano gur féidir leis an ábhar nua dlús fuinnimh na ceallraí a fheabhsú go suntasach, agus na buntáistí a bhaineann le sábháilteacht ard agus ísealchostas a choinneáil. Is féidir leis an méadú seasta seo leagan amach an mhargaidh ábhar catóide atá bunaithe ar fhosfáit a chur chun cinn agus feabhas a chur ar a shuíomh sa mhargadh i réimse an ábhair chatóide.
Thug an chuideachta le fios go bhfuil an táirge nua ábhar catóide atá bunaithe ar fhosfáit éirithe sa triail phíolótach faoi láthair, agus go bhfuil infheistíocht déanta ar dtús i dtógáil treoirlíne taighde agus forbartha. D'éirigh leis an táirge fíorú bhaisc bheag na bpríomhchustaiméirí iartheachtacha agus tá sé aitheanta go mór ag custaiméirí.
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.
Táthar ag súil go dtiocfaidh deireadh le hinfheistíocht i dtionscadail fosfáit iarainn litiam thar lear
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.
Creideann Caixin Securities go mbeidh líon ard cadhnraí stórála fuinnimh agus cumas suiteáilte cadhnraí litiam ian cumhachta thar lear ina fhórsa tiomána tábhachtach don éileamh ar chadhnraí fosfáit iarainn litiam. Táthar ag súil, faoi 2025, go dtiocfaidh an t-éileamh ar fosfáit iarainn litiam 2.16 milliún tonna.
Ní stopann luas leathnaithe Longpan Technology ann. I 2021, d'fhógair Longpan Technology roinnt pleananna leathnaithe a bhaineann le fosfáit iarainn litiam. I mí Aibreáin, d'fhógair Changzhou Litium go bhfuarthas geallta 100 faoin gcéad i Betri (Tianjin) agus Betri (Jiangsu); i mí Lúnasa, tá sé beartaithe ag Changzhou Litium Yuan comhfhiontar a bhunú le Xinyangfeng chun infheistíocht a dhéanamh i dtionscadal fosfáit iarainn litiam le haschur bliantúil de 50,000 tonna.
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.
D'fhógair Shengxin Litium Energy comhoibriú le STELLAR chun US350 milliún a infheistiú i bPáirc Tionscail Morowali, Contae Morowali, i gCúige Lárnach Sulawesi, lena n-áirítear tionscadail le haschur bliantúil de 50,000 tonna de hiodrocsaíd litiam agus 10,000 tonna de charbónáit litiam; Tá Yiwei Litium Energy agus Huayou International ag tógáil tionscadal bruithnithe hidreamhiotalluirgiúil nicil níos déanaí san Indinéis; Táthar ag súil go gcuirfear gléasra ceallraí Ningde Times Indonesia i bhfeidhm i 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.
