Lithium iron phosphate frequently "swipes" -Lithium - Ion Battery Equipment
Lithium iron phosphate has been frequently "screened" recently, and many companies have indicated that they will expand production in this field.
On the evening of December 13, Tianyuan Co., Ltd. announced that it plans to establish a new company to invest in the construction of a 100,000-ton/year lithium iron phosphate cathode material project, and the company's subsidiaries will support the construction of phosphoric acid and iron phosphate projects according to the actual situation (above-mentioned). The three projects are collectively referred to as the "Lithium Iron Ferrite Integration Project").
The announcement shows that the main body of investment in the integrated project of lithium iron phosphate cathode material with an annual output of 100,000 tons is the newly established company and existing subsidiaries of Tianyuan Co., Ltd. The investment amount is 2.389 billion yuan. The construction period of the project is expected to be 24 months, and the final annual net Profit was 689 million yuan.(Lithium - Ion Battery Equipment)
It is understood that the advantages of Tianyuan Co., Ltd. in implementing this project are: the company's subsidiary Mabian Infinity Mining Co., Ltd. is rich in phosphate rock resources, and its subsidiary Sichuan Pingshan Tianyuan Titanium Industry Co., Ltd. High-titanium slag project produces a large amount of high-quality iron raw materials. , and comprehensively solve the iron resource supply of the project. The project will make full use of the advantages of Tianyuan's high-quality phosphate rock and iron resources to solve a stable upstream source of raw material supply, which will help reduce production costs.
On December 14th, Xiamen Tungsten New Energy announced that the company intends to jointly establish Ya'an with Yahua Lithium Industry (Ya'an) Co., Ltd. and Xiamen Cangya Investment Partnership (Limited Partnership) in Ya'an Economic and Technological Development Zone, Sichuan Province. Xiamen Tungsten New Energy Materials Co., Ltd. will invest in the construction of a lithium iron phosphate production line with an annual output of 100,000 tons, of which the first phase will build a 20,000-ton lithium iron phosphate production line with an investment of 927 million yuan.
Strong demand leads to higher prices
The rapid development of the new energy vehicle industry has brought about a substantial increase in the production and loading of power lithium-ion batteries. According to the data released by the my country Automotive Power Lithium-ion Battery Industry Innovation Alliance, from January to November this year, my country's lithium iron phosphate battery output accumulated to 105.3GWh, accounting for 56.0% of the total output, a year-on-year increase of 275.7%, far exceeding the power lithium-ion battery The overall output increased by 175.5% over the same period. In terms of vehicle loading, in the first 11 months of this year, my country's power lithium-ion battery loading volume was 64.8GWh, a year-on-year increase of 50.5% and a month-on-month increase of 270.3%.
The performance of lithium-ion batteries depends on the positive and negative electrode materials. Lithium iron phosphate and ternary materials are the two most widely used materials in new energy vehicle power lithium-ion batteries. Compared with ternary cathode materials, lithium iron phosphate cathode materials have the advantages of low cost, good safety performance, long life, and more environmental protection.
The brokerage research report predicts that the global sales of new energy vehicles will reach 17 million in 2025, and the proportion of new energy vehicles equipped with lithium iron phosphate batteries will reach 30%. The compound growth rate in 4 years will reach 60%, corresponding to the market space of 83.8 billion yuan in 2025.
The strong demand has directly led to the rise in the price of lithium iron phosphate. Following the first monthly price drop in November, the average spot price of power-type lithium iron phosphate exceeded 90,000 yuan/ton in December. According to data released by Shanghai Steel Federation, on December 13, lithium iron phosphate rose by 4,500 yuan/ton.
Several companies expand production of lithium iron phosphate
Optimistic about the prospects of lithium iron phosphate, more and more companies are actively deploying lithium iron phosphate production.
On the evening of December 9, Zhongwei Co., Ltd. announced that the board of directors of the company reviewed and approved the "Proposal on Signing an Investment Agreement with the People's Government of Kaiyang County". The total investment of the project is about 10 billion yuan, and it is planned to build an integrated production line project with an annual output of 200,000 tons of iron phosphate and lithium iron phosphate materials.
On the evening of December 13, Tianyuan Co., Ltd. announced that it plans to establish a new company to invest in the construction of a 100,000-ton/year lithium iron phosphate cathode material project, and the company's subsidiaries will support the construction of phosphoric acid and iron phosphate projects according to the actual situation (above-mentioned). The three projects are collectively referred to as the "Lithium Iron Ferrite Integration Project").
The announcement shows that the main body of investment in the integrated project of lithium iron phosphate cathode material with an annual output of 100,000 tons is the newly established company and existing subsidiaries of Tianyuan Co., Ltd. The investment amount is 2.389 billion yuan. The construction period of the project is expected to be 24 months, and the final annual net Profit was 689 million yuan.(Lithium - Ion Battery Equipment)
It is understood that the advantages of Tianyuan Co., Ltd. in implementing this project are: the company's subsidiary Mabian Infinity Mining Co., Ltd. is rich in phosphate rock resources, and its subsidiary Sichuan Pingshan Tianyuan Titanium Industry Co., Ltd. High-titanium slag project produces a large amount of high-quality iron raw materials. , and comprehensively solve the iron resource supply of the project. The project will make full use of the advantages of Tianyuan's high-quality phosphate rock and iron resources to solve a stable upstream source of raw material supply, which will help reduce production costs.
On December 14th, Xiamen Tungsten New Energy announced that the company intends to jointly establish Ya'an with Yahua Lithium Industry (Ya'an) Co., Ltd. and Xiamen Cangya Investment Partnership (Limited Partnership) in Ya'an Economic and Technological Development Zone, Sichuan Province. Xiamen Tungsten New Energy Materials Co., Ltd. will invest in the construction of a lithium iron phosphate production line with an annual output of 100,000 tons, of which the first phase will build a 20,000-ton lithium iron phosphate production line with an investment of 927 million yuan.
Strong demand leads to higher prices
The rapid development of the new energy vehicle industry has brought about a substantial increase in the production and loading of power lithium-ion batteries. According to the data released by the my country Automotive Power Lithium-ion Battery Industry Innovation Alliance, from January to November this year, my country's lithium iron phosphate battery output accumulated to 105.3GWh, accounting for 56.0% of the total output, a year-on-year increase of 275.7%, far exceeding the power lithium-ion battery The overall output increased by 175.5% over the same period. In terms of vehicle loading, in the first 11 months of this year, my country's power lithium-ion battery loading volume was 64.8GWh, a year-on-year increase of 50.5% and a month-on-month increase of 270.3%.
The performance of lithium-ion batteries depends on the positive and negative electrode materials. Lithium iron phosphate and ternary materials are the two most widely used materials in new energy vehicle power lithium-ion batteries. Compared with ternary cathode materials, lithium iron phosphate cathode materials have the advantages of low cost, good safety performance, long life, and more environmental protection.
The brokerage research report predicts that the global sales of new energy vehicles will reach 17 million in 2025, and the proportion of new energy vehicles equipped with lithium iron phosphate batteries will reach 30%. The compound growth rate in 4 years will reach 60%, corresponding to the market space of 83.8 billion yuan in 2025.
The strong demand has directly led to the rise in the price of lithium iron phosphate. Following the first monthly price drop in November, the average spot price of power-type lithium iron phosphate exceeded 90,000 yuan/ton in December. According to data released by Shanghai Steel Federation, on December 13, lithium iron phosphate rose by 4,500 yuan/ton.
Several companies expand production of lithium iron phosphate
Optimistic about the prospects of lithium iron phosphate, more and more companies are actively deploying lithium iron phosphate production.
On the evening of December 9, Zhongwei Co., Ltd. announced that the board of directors of the company reviewed and approved the "Proposal on Signing an Investment Agreement with the People's Government of Kaiyang County". The total investment of the project is about 10 billion yuan, and it is planned to build an integrated production line project with an annual output of 200,000 tons of iron phosphate and lithium iron phosphate materials.
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