Large-scale fixed increase plans are frequent, and the expansion of lithium battery industry is "winding"
Enjie recently announced a 12.8 billion yuan fixed increase plan, which once again aroused the market's attention to the expansion of the lithium battery industry. According to the incomplete statistics of reporters from my country Securities Journal, since 2021, the total amount of funds raised by the listed lithium battery companies in the fixed increase plan plans to raise nearly 136 billion yuan. As the production and sales of new energy vehicles continue to increase rapidly and the penetration rate continues to increase, companies in the industry chain have accelerated the pace of production expansion.
Ntau tshaj 30 lub tuam txhab npaj yuav nce peev los nthuav kev tsim khoom
Tsis ntev los no, tau muaj ntau zaus ntawm qhov loj - kev nrhiav nyiaj txiag hauv kev lag luam roj teeb lithium, suav nrog 45 billion yuan los ntawm CATL, 12.8 billion yuan los ntawm Enjie, 4.9 billion yuan los ntawm Jiayuan Technology, thiab 6 billion yuan los ntawm Xingyuan Materials . Ib tus neeg sau xov xwm los ntawm kuv lub teb chaws Securities Journal pom tias txij li xyoo 2021, 31 cov tuam txhab teev npe hauv kev lag luam roj teeb lithium tau tshaj tawm cov phiaj xwm nce ntxiv. Kev nrhiav nyiaj txiag feem ntau yog siv los nthuav ntau lawm, kev tshawb fawb thev naus laus zis tshiab thiab kev txhim kho, thiab lwm yam, suav nrog lithium roj teeb cathodes, anodes, electrolytes thiab lwm yam txuas.
Raws li cov lus tshaj tawm, Ningde Times npaj yuav nce 45 billion yuan rau Fuding Times lithium-ion roj teeb tsim lub hauv paus project, thawj theem ntawm Guangdong Ruiqing Times lithium{2}} ion roj teeb ntau lawm, thiab Jiangsu Times Fais fab thiab lub zog cia lithium-ion roj teeb RD thiab cov haujlwm tsim khoom (Phase IV), Ningde Jiaocheng Times Lithium-ion Fais Fab Lithium-ion Battery Production Base Project, ib feem ntawm cov nyiaj yog siv rau kev tshawb fawb thiab kev loj hlob ntawm advanced technologies xws li sodium - ion roj teeb.
Enjie npaj yuav nce nyiaj rau Chongqing Enjie siab-kev ua tau zoo lithium-ion roj teeb microporous diaphragm project, Jiangsu Enjie fais fab tsheb lithium-ion roj teeb diaphragm industrialization project, Jiangsu Ruijie fais fab tsheb lithium{{ 3}}ion roj teeb txhuas-cov yeeb yaj kiab kev lag luam yas, Suzhou Jieli muaj peev xwm tsim tau txhua xyoo ntawm 200 lab square metres ntawm lithium-ion roj teeb coated separators thiab cov peev txheej ua haujlwm ntxiv.
Tsis tas li ntawd, German Nano npaj yuav nce tsis pub ntau tshaj 3.2 billion yuan los tsim ib qho tshiab phosphate -raws li cathode cov ntaub ntawv tsim tawm hauv paus project nrog rau ib xyoos twg ntawm 110, 000 tons, thiab ntxiv peev nyiaj ua haujlwm. Zhongke Electric npaj yuav nce tsis pub ntau tshaj 2.206 billion yuan rau lub hauv paus tsim project ntawm Hunan Zhongke Xingcheng Graphite Co., Ltd. , ib xyoos ib zaug tso zis ntawm 30,{11}} tons ntawm lithium{12}} ion roj teeb anode cov ntaub ntawv thiab 45,{14}} tons ntawm graphite tshuaj ua tej yaam num.
Raws li cov khoom siv tseem ceeb rau kev tsim cov roj teeb lithium -ion roj teeb, tus nqi ntawm lithium cov peev txheej tau nce tsis ntev los no. Raws li cov ntaub ntawv los ntawm Asian Hlau, raws li lub Kaum Hli 2021, qhov nruab nrab -point CIF tus nqi ntawm 6 feem pua lithium concentrate yog US1,241 / ton, nce 197 feem pua los ntawm US418 / ton hauv Lub Ib Hlis.
Txhawm rau ntxiv dag zog rau kev tswj hwm cov peev txheej lithium, Tibet Everest npaj yuav nce 8 billion yuan rau kev tsim kho ntawm Lithium Potassium Argentina Co., Ltd. nrog rau cov khoom tsim tawm txhua xyoo ntawm 50, 000 tons ntawm lithium carbonate ntsev pas dej, thiab 6 lab-tuj kuv ntawm Tazhong Mining Co., Ltd. Mining thiab xaiv / xyoo reconstruction thiab expansion project, Lithium Salt Lake kev tshawb nrhiav qhov project ntawm Argentina Tossa Co., Ltd.
Soochow Securities tau hais tias qhov nrawm ntawm kev nthuav dav ntau lawm hauv CATL era yuav ua rau lub voj voog tshiab ntawm kev lag luam nthuav dav. Lub hwj chim lithium- ion roj teeb thiab cov thawj coj hauv kev lag luam tsheb hluav taws xob tau kaw cov peev txheej sab saud thiab qis qis hauv ntau txoj hauv kev. Ntawm lawv, muaj tsawg tus neeg sib tw hauv cov khoom siv, nrog rau cov nqi qis qis.
Kev nkag mus ntawm lub zog tshiab tsheb tau nce
The my country Association of Automobile Manufacturers recently pointed out that, driven by a series of policies to promote consumption, superimposed the cost performance of new energy vehicles and the further improvement of market awareness, my country's new energy vehicle industry has shown explosive growth since 2021, with sales from January to October year-on-year. It increased by 182.13 percent to 2.542 million vehicles, and the penetration rate increased significantly by 7.55 percentage points year-on-year to 12.12 percent .
Wang Chuanfu, tus thawj coj thiab tus thawj tswj hwm ntawm BYD Group, tau hais tsis ntev los no tias kev muag khoom ntawm lub zog tshiab tsheb hauv av loj yuav tsum tshaj 3.3 lab nyob rau xyoo 2021, thiab kev nkag mus yuav ntau dua 35 feem pua los ntawm qhov kawg ntawm xyoo tom ntej.
Kev nce nrawm nrawm ntawm kev nkag mus ntawm cov tsheb tshiab lub zog tau nce ntau qhov kev thov rau lub peev xwm ntawm lub zog lithium{0}}ion roj teeb. Raws li kev txheeb cais ntawm &II, hauv thawj peb lub hlis twg ntawm 2021, lub peev xwm nruab ntawm lub zog lithium -ion roj teeb hauv kuv lub teb chaws tau nce 152 feem pua xyoo-rau- xyoo rau 82.42 GWh.
Nyob rau tib lub sijhawm, kev lag luam txawv teb chaws tau nrawm nrawm ntawm kev txhawb nqa lub zog tshiab. Raws li xov xwm tshaj tawm, nyob rau hauv kaum xyoo tom ntej, UK yuav nthuav dav lub tsheb fais fab them nyiaj network, txhawm rau ua tiav lub hom phiaj ntawm kev txwv tsis pub muag cov tsheb tshiab los ntawm 2030. Los ntawm 2022, tsoomfwv UK yuav xav tau cov ntsiab lus them nyiaj los teeb tsa. thaum kho tsev lossis tsim cov tsev tshiab. Tebchaws Asmeskas yuav nqis peev 39 billion los txhim kho thiab hloov kho nws cov kev thauj mus los rau pej xeem, suav nrog kev qhia txog xoom- tsheb npav emissions, thiab 7.5 billion los tsim lub network ntawm cov chaw nres tsheb fais fab.
CDB Securities tau hais tias qhov nce hauv ntiaj teb kev nkag mus ntawm lub zog tshiab tsheb yog qhov kev sib txawv, thiab cov tuam txhab roj teeb lithium{0}}ion muaj lub siab xav nthuav dav ntau lawm, uas yuav muaj txiaj ntsig zoo rau kev lag luam lithium roj teeb.
Strengthening Technological Innovation thiab txhim kho cov khoom zoo
Qhov hnyav thiab loj - nplai nce ntawm cov tuam txhab hauv kev lag luam roj teeb lithium tau ua rau muaj kev saib xyuas ntawm cov tuam haujlwm cuam tshuam.
CATL tau ua tiav qhov kev nce ntxiv ntawm 19.7 billion yuan hauv 2020, thiab npaj yuav nce 58.2 billion yuan los ntawm kev nce ntxiv hauv 2021. Shenzhen Tshuag Txauv xa tsab ntawv nug rau nws thaum lub Cuaj Hlis 30.
Thaum Lub Kaum Hli 18, CATL teb tias lub tuam txhab tsis muaj nyiaj txiag ntau dhau. Txij li xyoo 2020, lub tuam txhab npaj yuav nqis peev kwv yees li 110 billion yuan hauv kev tsim peev txheej rau lub roj teeb tsim cov phiaj xwm. Cov nyiaj tau los nyob rau hauv ib puag ncig yav dhau los tau siv los ua qhov tseem ceeb, thiab qhov tsis tau siv yog qhov tsawg. Txawm li cas los xij, Ningde Times tau kho cov phiaj xwm nce ntxiv, thiab txo qis tag nrho cov nyiaj tau los ntawm tsis pub ntau tshaj 58.2 billion yuan mus rau tsis pub tshaj 45 billion yuan.
In addition, in order to further strengthen the management of the lithium-ion battery industry, promote the transformation and upgrading of the industry and technological progress, the Ministry of Industry and Information Technology announced on the website "Lithium-ion Battery Industry Standard Conditions (2021 Edition)" (draft for comments) on November 18 to guide the company Reduce manufacturing projects that simply expand output, strengthen technological innovation, improve product quality, and reduce production costs. In terms of product performance, according to the above-mentioned draft, power batteries are divided into energy type and power type. The energy density of energy type batteries is not less than 180Wh/kg, and the energy density of battery packs is not less than 120Wh/kg.
Raws li kev soj ntsuam ntawm Shanghai Nonferrous Hlau Network, ternary cov khoom siv roj teeb thiab lithium hlau phosphate roj teeb nyob hauv lub ntsiab ntawm lub zog lithium{0}}ion roj teeb lag luam. Ntawm lawv, tib lub zog ceev ntawm ternary roj teeb feem ntau yog 180Wh-220Wh / kg, thiab lub neej voj voog yog 1500-2000 zaug. Cov tuam txhab tseem ceeb hauv kev lag luam tuaj yeem ua tiav cov hom phiaj saum toj no. Txawm li cas los xij, qhov dav dav ib leeg zog ntawm lithium hlau phosphate roj teeb tsuas yog 160Wh-180Wh / kg. Qee lub tuam txhab ua kom zoo dua cov qauv ntawm cov pob roj teeb kom zoo dua qhov kev siv lub ntim ntawm cov roj teeb pob, uas tuaj yeem ua rau lub pob roj teeb ncav cuag 140Wh-160Wh / kg. .
Everbright Securities tau hais tias qhov chaw ua lag luam rau cov roj teeb lithium hlau phosphate tau nce ntxiv, thiab kev nthuav dav ntawm qis - kawg yuav raug txwv. Lub siab - thev txheej txheem lithium hlau phosphate roj teeb cov khoom lag luam tau tsim los ntawm cov tuam txhab roj teeb ua tau yooj yim dua los txhawb rau kev lag luam, ua tau raws li cov kev xav tau ntawm ntau daim ntawv thov scenarios, thiab ntxiv rau kev ua lag luam sib faib thiab tau txais txiaj ntsig.
