Tá an rian fosfáit iarainn litiam te, agus tá méadú tagtha ar an taobh Gearmánach de Batian a infheistíocht i nanaiméadar
The lithium iron phosphate market is constantly attracting new players to participate. On the evening of November 9, Batian Co., Ltd. (002170) announced that the company signed an agreement with the Weng'an County People's Government to invest in the construction of phosphate rock green resources to produce battery-grade iron phosphate new materials and supporting projects in Weng'an Economic Development Zone, Guizhou. .
De réir an fhógra, clúdóidh an tionscadal achar de thart ar 900 mu, le haschur bliantúil de 300,000 tonna de fosfáit iarainn. Tá an tionscadal le tógáil i dtrí chéim. Is é an t-aschur tógála ná 50,000 tonna/bliain, 100,000 tonna/bliain agus 150,000 tonna/bliain faoi seach. Is é an t-am tosaithe ná Samhain 2021, Meitheamh 2022, agus Márta 2023.
The advantage of Batian's entry into iron phosphate production lies in phosphorus resources. According to the calculation of Soochow Securities, referring to the market in the first half of this year, the lithium iron phosphate company with self-supplied phosphorus source has a cost advantage of about 2,135 yuan per ton of phosphorus source.
Batian Co., Ltd. has obtained the mining rights of Xiaogaozhai Phosphate Mine in Weng'an County, Guizhou Province in May 2020, and is currently in the stage of mine construction. The company recently responded to investors on the interactive platform that Xiaogaozhai Phosphate Mine is a medium and high-grade phosphate rock with an average grade of 26.74 percent and reserves of more than 60 million tons. The current daily output of the engineering mine is about 200-600 tons. greatly improved.
According to the financial report, Batian's revenue in the first three quarters of this year was 1.731 billion yuan, a year-on-year increase of 13.8 percent ; the net profit attributable to the parent was 58.45 million yuan, a year-on-year increase of 30.2 percent . It is worth mentioning that Batian has previously supplied nitric acid to German Nano, the leader in the domestic lithium iron phosphate industry.
An oíche sin, d'fhógair Gearmáinis Nano (300769) modh méadaithe seasta freisin. Tá sé beartaithe ag an gcuideachta gan níos mó ná 26.768 milliún scaireanna a eisiúint chuig rudaí sonracha agus gan níos mó ná 3.2 billiún a ardú. Ina measc, úsáidtear 2.3 billiún yuan le haghaidh tionscadal bonn táirgthe na n-ábhar catóide atá bunaithe ar fosfáit nua le haschur bliantúil de 110,000 tonna, agus úsáidtear 900 milliún yuan chun caipiteal oibre a fhorlíonadh.
German Nano said that the fundraising project belongs to the new production project of the company's new product new phosphate-based cathode material. The new phosphate-based cathode material is an upgraded product of nano-lithium iron phosphate, which has a higher voltage platform and can significantly improve The energy density of the battery, while retaining the advantages of high safety and low cost.
Tá an tionscal fosfáit iarainn litiam an-chomhchruinnithe. De réir na sonraí ardteicneolaíochta ceallraí litiam, b'ionann lastais iomlán na gceithre mhonaróir is fearr d'ábhair fosfáit iarainn litiam in 2020 agus 79.7 faoin gcéad. Dúirt Defang Nano go gcaithfidh an chuideachta go práinneach an margadh ábhar catóide atá bunaithe ar fhosfáit nua a imscaradh roimh ré trí chur i bhfeidhm an tionscadail tiomsaithe airgid seo, an deis a thapú agus uasghrádú táirgí a luathú.
Lithium iron phosphate is gaining momentum in the current lithium-ion battery market. In the power lithium-ion battery market, the current loading volume of lithium iron phosphate is comparable to that of ternary materials, and it is rising at a faster rate. According to the statistics of my country's Automobile Power Li-ion Battery Industry Innovation Alliance, from January to September, the national power lithium-ion battery installed a total of 92.06GWh, of which the ternary battery installed a total of 47.1GWh, an increase of 99.5 percent year-on-year; lithium iron phosphate batteries The cumulative loading volume was 44.8GWh, a year-on-year increase of 332 percent .
Ina theannta sin, meastar go bhfuil fosfáit iarainn litiam mar réiteach níos oiriúnaí i réimse na stórála fuinnimh, agus tá an margadh stórála fuinnimh freisin ar an oíche roimh an ráig. De réir sonraí Gaogong Litium Battery, sa chéad leath den bhliain seo, b'ionann lastais ceallraí ian litiam stórála fuinnimh baile agus 11.1GWh, méadú de 101.8 faoin gcéad de bhliain ar bhliain amháin. Sa chéad leath den bhliain, ba é 178,000 tonna an loingsiú intíre fosfáit iarainn litiam, rud a sháraigh leibhéal bliantúil 2020.
Le déanaí, tá leagan amach trasteorann rian fosfáit iarainn litiam ag roinnt cuideachtaí ceimiceacha fosfar, lena n-áirítear Xingfa Group, Hubei Yihua, Yuntianhua, Xinyangfeng, etc., agus tá monaróirí traidisiúnta ag leathnú táirgeadh ar scála mór freisin. Tá an margadh ag súil go gcuirfear tús leis an táirgeadh ag deireadh 2021, leanfaidh an méid ag méadú i 2022, agus d'fhéadfadh go mbeadh staid barrachais i 2023.
