Why is the phosphate lithium edge to "brush screen"?
Lithium iron phosphate has recently been "brush screen", and many companies expressed the expansion of this area.
On December 13, Tianyuan Shares announced that it is advisable to establish a new company to invest in construction of 100,000 tons / annual phosphate phosphate positive material project, and constructed a phosphoric acid and phosphate project according to the company subsidiary according to the actual situation (above Three projects are collectively referred to as "ferrite lithium ferrous integration items").
Dapre anons la, pwodiksyon anyèl la nan 100, 000 tòn ityòm fè fosfat materyèl pozitif entegre pwojè envestisman prensipal la se nouvo konpayi an ak sipòtè ki deja egziste, kantite lajan an envestisman se 2.389 milya dola Yuan, ak peryòd konstriksyon pwojè a se espere 24 mwa. Li espere ke dènye ane a se pwofi a se 689 milyon dola Yuan.
It is understood that the advantage of the implementation of the Tianshaulian shares is that the company's subsidiary, the subsidiary of the subsidiary, the phosphate ore resources, the subsidiary of Sichuan, Sichuan Tianshi Titanium Co., Ltd., high-tit, high-quality iron raw material Comprehensive resolution of iron resource supply of the project. The project will fully utilize the high quality phosphate, iron resource advantage, and solve the source of the upstream raw material supply source, which is conducive to reducing production costs.
On December 14, Xiashine's new energy announced that the company intends to establish Ya'an in the Ya'an Lithium Industry (Ya'an) Co., Ltd. (Limited Partners) in Sichuan Province Economic and Technical Development Zone. Xiaxia Tungs New Energy Materials Co., Ltd., the installment investment is an annual output of 100,000 tons of lithium iron phosphate production line, of which 20,000 tons of lithium iron phosphate production line is built, and the investment amount is 927 million yuan.
Demann se fò, sa ki lakòz pri k ap monte
The rapid development of the new energy automotive industry has brought a significant increase in the production of dynamic lithium-ion battery production and loading. According to the data released by my country's Automotive Lithium Ion Battery Industry Innovation Alliance The overall increase of 175.5 percent in the same period. In terms of loading, 11 months of this year, my country's powered lithium-ion battery loading volume was 64.8GWh, up 50.5 percent year-on-year, up 270.3 percent .
Pèfòmans batri ityòm-ion yo depann de materyèl elektwòd pozitif ak negatif, ak ityòm fè fosfat ak materyèl ternary yo se materyèl ki pi lajman itilize nan nouvo enèji machin pouvwa ityòm-ion batri a. Konpare ak materyèl elektwòd pozitif ternary, avantaj ki genyen nan materyèl ityòm fè fosfat pozitif se pri, sekirite ki ba, lavi ki long, ak plis zanmitay anviwònman an.
Devlopman Brokerage espere ke lavant nouvo enèji machin yo nan 2025 pral rive nan 17 milyon dola, ak nouvo enèji machin ak ityòm fè fosfat ion pil pral rive nan 30 pousan. Li espere ke demann pwodiksyon mondyal ityòm fè 2025 pral rive nan 2.17 milyon tòn. Vitès la monte konpoze nan 4 ane pral rive nan 60 pousan, ak espas sou mache a nan 2025 pral rive nan 83.8 milya dola Yuan.
Demann lan se fò, dirèkteman ki mennen ale nan ogmantasyon nan pri ityòm fè fosfat. Apre premye mwa a nan pri Novanm nan, apre mwa a, nan mwa desanm, pri an mwayèn nan pouvwa a -tip ityòm fè fosfat plas la depase 90,000 Yuan / tòn. Shanghai Steel jwenti te anonse done montre ke sou Desanm 13, ityòm fè fosfat leve 4500 Yuan / tòn.
Anpil konpayi elaji fosfat ityòm lan
Optimis sou ityòm fè fosfat, pi plis ak plis konpayi yo aktivman tap mete sou pwodiksyon ityòm fè fosfat.
On the evening of December 9, Zhongwei Shares announced that the company's board of directors reviewed the "proposal to sign an investment agreement with the Kaifeng County People's Government". The total investment of the project is about 10 billion yuan, and the annual output of 200,000 tons of phosphate and lithium iron phosphate material production line integrated project.
In November 30, China, Zhongwei Shares said that the company will be with the total production planning of the company's investment in Guizhou's investment, the production planning construction is not less than 300,000 tons / annual phosphate, lithium iron phosphate and related phosphorus resource development, Phosphorus chemical supporting project.
On December 8, Thai and Technology said in the interactive platform, the company's wholly-owned subsidiary Thai and New Energy Materials (Shandong) Co., Ltd. intensive 10,000 tons of phosphate high-end positive material project has completed the procedure.
On the Thuring December, the Micro Share and Tuan Time Company, Saixiu New Can Partners, Wu Xuefeng, etc., signed the "Lithium Iron Project Cooperation Agreement", jointly investing in Jiangsu Queen Time Battery Materials Co., Ltd.
1ye desanm, Long Yi Group te anonse ke konpayi an ak Gouvènman Konte Nanzhang te siyen dènyèman kontra envestisman pwojè, ak entansyon pou pwodwi 150, 000 tòn batri- fosfat klas, fosfat fè, ak trete. pwojè ekspansyon apre envesti nan Konte Nanxun. 200,000 tòn / ane), envestisman total de 3 milya dola Yuan.
Anplis de sa, Yun Tianhua, Bank of Silver, Fusheng, Sichuan, Sichuan Fa, Alman Nano, Longzhen Teknoloji, Pata Aksyon, elatriye tou elaji envestisman li yo nan jaden an nan ferit.
Lityòm fè fosfat se laj
An jeneral, ityòm fè fosfat se gwo. Ajans la espere ke rezèv mondyal la nan ityòm fè fosfat ion batri nan 2025 pral rive nan 600GWH, ak demann lan pou ityòm fè fosfat yo pral fèmen nan 2 milyon tòn.
An menm tan an, ak pi plis ak plis modèl ak ityòm fosfat ion pil (tankou BYD, Great Wall Orapo Cat Series, Wuling Mining MINI, Xiaopeng G3, elatriye), ak ityòm fè fosfat ion pil nan kapasite depo enèji a. ogmantasyon nan aplikasyon an jaden te pote yon gwo opòtinite nan ityòm fè fosfat.
Li se vo anyen ke peryòd la ekspansyon nan ityòm fè fosfat elektwòd pozitif se 6-12 mwa, pi long. Endistri analiz kwè ke nan 2022 oswa difisil pou konstitye yon boutèy ekipman pou, konpayi an tèt toujou espere kenbe yon itilizasyon pwodiksyon apeprè 80 pousan.
Nan ti bout tan, fosfat an fè ityòm pral okipe plis sèn nan tan kap vini an oswa nan machin komèsyal yo, epi an menm tan an, endistri a te mete pi wo kondisyon an tèm de pri, teknoloji.
