Envestisman ityòm fè fosfat kontinye ap ogmante, ak pwodiksyon an te planifye se prèske yon milyon tòn depi Oktòb.
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.
Ekspansyon segondè -pèfòmans nouvo materyèl, envestisman lòt bò dlo nan pwojè ityòm fè fosfat - Nan pwosesis envestisman ak ekspansyon pwojè ityòm fè fosfat pa konpayi ki nan lis, anplis ekstansyon chèn endistriyèl, koperasyon solid ak lòt modèl, nouvo tandans nan chèn endistriyèl ak layout jeyografik te parèt. Karakteristik.
Ekspansyon teknolojik materyèl ki baze sou fosfat-akselere
Nan aswè a nan 10yèm, Defang Nano, yon dirijan konpayi ityòm fosfat fè, te anonse ke konpayi an plan bay pa plis pase 26.768 milyon A aksyon nan objè espesifik, ak kantite total lajan yo te ranmase yo espere pa plis pase 3.2. milya dola Yuan. Apre yo fin retire depans pou emisyon yo, lajan yo te ranmase nan emisyon sa a pral itilize pou pwojè baz pwodiksyon nouvo materyèl katod ki baze sou fosfat-ki gen yon pwodiksyon anyèl 110,000 tòn epi pou konplete kapital travay.
Konpare ak pwodiksyon total de 100,000 tòn divilge nan kòmansman an, Defang Nano te yon ti kras ogmante pwodiksyon an nan nouvo fosfat-materyèl katod ki baze sou 10,000 tòn a 110,{ {6}} tòn. Dapre anons la, sit konstriksyon pwojè a sitiye nan Qujing City, pwovens 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 te di ke nouvo materyèl la ka siyifikativman amelyore dansite enèji nan batri a, epi kenbe avantaj ki genyen nan sekirite segondè ak pri ki ba. Ogmantasyon fiks sa a ka avanse Layout nouvo fosfat-materyèl katod ki baze sou mache a epi amelyore pozisyon mache li nan domèn materyèl katod.
Konpayi an te revele ke kounye a, nouvo pwodwi materyèl katod ki baze sou fosfat- te pase tès pilòt la, e li te okòmansman envesti nan konstriksyon yon liy pilòt rechèch ak devlopman. Pwodwi a te pase verifikasyon pakèt ti kle kliyan en e li te trè rekonèt pa kliyan yo.
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.
Envesti nan pwojè lòt bò dlo ityòm fè fosfat espere kraze
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 kwè ke gwo volim pil depo enèji ak kapasite enstale pil ityòm -ion lòt bò dlo yo pral yon fòs kondi enpòtan pou demann pou pil ityòm fè fosfat. Li espere ke pa 2025, demann pou ityòm fè fosfat pral rive nan 2.16 milyon tòn.
Mach ekspansyon Longpan Teknoloji pa sispann la. Nan 2021, Longpan Teknoloji te anonse yon kantite plan ekspansyon ki gen rapò ak ityòm fè fosfat. Nan mwa avril, Changzhou Lityòm te anonse akizisyon de 100 bèl avantaj pousan nan Betri (Tianjin) ak Betri (Jiangsu); Nan mwa Out, Changzhou Lityòm Yuan gen entansyon etabli yon antrepriz ak Xinyangfeng envesti nan yon pwojè fosfat ityòm fè ak yon pwodiksyon anyèl nan 50, 000 tòn.
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 Lityòm Enèji te anonse pou kolabore ak STELLAR pou envesti 350 milyon dola ameriken nan Morowali Industrial Park, Morowali County, Santral Sulawesi Pwovens, ki gen ladan pwojè ki gen yon pwodiksyon anyèl 50,000 tòn idroksid ityòm ak 10,000 tòn kabonat ityòm; Yiwei Lityòm Enèji ak Huayou Entènasyonal ap bati yon pwojè fusion laterit nikèl idrometallurgik nan Endonezi; Ningde Times Endonezi plant batri espere yo dwe mete nan operasyon an 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.
