Lityum temir fosfat investitsiyalari o'sishda davom etmoqda va rejalashtirilgan ishlab chiqarish oktyabr oyidan beri qariyb bir million tonnani tashkil etadi.
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.
Yuqori-samarador yangi materiallarni kengaytirish, litiy temir fosfat loyihalariga xorijda sarmoya kiritish - Lityum temir fosfat loyihalarini investitsiya qilish va roʻyxatga olingan kompaniyalar tomonidan kengaytirish jarayonida, sanoat zanjirini kengaytirishdan tashqari, kuchli hamkorlik va boshqa modellar, sanoat zanjiri va geografik joylashuvning yangi tendentsiyalari paydo bo'ldi. Xususiyatlari.
Fosfat{0}}asosidagi materiallarning texnologik kengayishi tezlashadi
10-kuni kechqurun, etakchi lityum temir fosfat kompaniyasi Defang Nano kompaniya aniq ob'ektlarga 26,768 million A dan ortiq bo'lmagan aktsiyalarni chiqarishni rejalashtirayotganini e'lon qildi va yig'ilgan mablag'larning umumiy miqdori 3,2 dan oshmasligi kutilmoqda. milliard yuan. Emissiya xarajatlari chegirib tashlangandan so‘ng, bu emissiyadan tushgan mablag‘ yillik ishlab chiqarish hajmi 110,{7}} tonna bo‘lgan yangi fosfat{5}}katodli materiallar ishlab chiqarish bazasi loyihasiga va aylanma mablag‘larni to‘ldirishga sarflanadi.
Boshida oshkor qilingan 100000 tonna umumiy ishlab chiqarish bilan solishtirganda, Defang Nano yangi fosfat{2}}asosidagi katod materiallari ishlab chiqarishni biroz oshirib, 10,000 tonnaga 110,{ {6}} tonna. E'longa ko'ra, loyihaning qurilish maydoni Yunnan provinsiyasining Qujing shahrida joylashgan.
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 yangi material batareyaning energiya zichligini sezilarli darajada yaxshilashi va yuqori xavfsizlik va arzon narxlardagi afzalliklarini saqlab qolishi mumkinligini aytdi. Ushbu barqaror o'sish yangi fosfat{0}}asosidagi katod materiallari bozorining tartibini yaxshilashi va uning katod materiallari sohasidagi bozor mavqeini oshirishi mumkin.
Kompaniya hozirda fosfat{0}}asosidagi yangi katod materiali sinovdan o‘tganini va dastlab tadqiqot va ishlanmalar bo‘yicha tajriba liniyasini qurishga sarmoya kiritganini ma’lum qildi. Mahsulot asosiy quyi mijozlarning kichik partiyali tekshiruvidan o'tdi va mijozlar tomonidan yuqori tan olingan.
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.
Chet elda lityum temir fosfat loyihalariga sarmoya kiritish kutilmoqda
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 kompaniyasi energiya saqlash batareyalarining yuqori hajmi va xorijdagi lityum{0}}ionli batareyalarning o‘rnatilgan quvvati lityum temir fosfat batareyalariga bo‘lgan talabning muhim harakatlantiruvchi kuchi bo‘lishiga ishonadi. 2025 yilga kelib lityum temir fosfatga bo'lgan talab 2,16 million tonnaga yetishi kutilmoqda.
Longpan texnologiyasining kengayish sur'ati shu bilan to'xtamaydi. 2021 yilda Longpan Technology lityum temir fosfat bilan bog'liq bir qator kengaytirish rejalarini e'lon qildi. Aprel oyida Changzhou Lithium Betri (Tyanszin) va Betri (Jiangsu) ning 100 foiz aktsiyalarini sotib olganini e'lon qildi; avgust oyida Changzhou Lithium Yuan Xinyangfeng bilan yillik ishlab chiqarishi 50,000 tonna bo'lgan lityum temir fosfat loyihasiga sarmoya kiritish uchun qo'shma korxona tashkil etish niyatida.
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 yiliga 50,{2}} tonna litiy gidroksid va 10,000 ishlab chiqarishni o'z ichiga olgan, Markaziy Sulavesi provinsiyasi, Morovali okrugi Morowali sanoat parkiga 350 million AQSh dollari miqdorida sarmoya kiritish uchun STELLAR bilan hamkorlik qilishini e'lon qildi. tonna litiy karbonat; Yiwei Lithium Energy va Huayou International Indoneziyada laterit nikel gidrometallurgiyani eritish loyihasini qurmoqda; Ningde Times Indonesia akkumulyator zavodi 2024 yilda ishga tushirilishi kutilmoqda.
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.
