Lub lithium hlau phosphate khiav yog kub, thiab German sab ntawm Batian tau nce nws cov peev hauv nanometers
The lithium iron phosphate market is constantly attracting new players to participate. On the evening of November 9, Batian Co., Ltd. (002170) announced that the company signed an agreement with the Weng'an County People's Government to invest in the construction of phosphate rock green resources to produce battery-grade iron phosphate new materials and supporting projects in Weng'an Economic Development Zone, Guizhou. .
Raws li kev tshaj tawm, qhov project yuav npog thaj tsam ntawm 900 mu, nrog rau txhua xyoo tso zis ntawm 300, 000 tons ntawm hlau phosphate. Qhov project yuav tsum tsim nyob rau hauv peb theem. Cov khoom tsim tawm yog 50, 000 tons / xyoo, 100, 000 tons / xyoo thiab 150, 000 tons / xyoo raws li. Lub sijhawm pib- yog Lub Kaum Ib Hlis 2021, Lub Rau Hli 2022, thiab Lub Peb Hlis 2023.
The advantage of Batian's entry into iron phosphate production lies in phosphorus resources. According to the calculation of Soochow Securities, referring to the market in the first half of this year, the lithium iron phosphate company with self-supplied phosphorus source has a cost advantage of about 2,135 yuan per ton of phosphorus source.
Batian Co., Ltd. has obtained the mining rights of Xiaogaozhai Phosphate Mine in Weng'an County, Guizhou Province in May 2020, and is currently in the stage of mine construction. The company recently responded to investors on the interactive platform that Xiaogaozhai Phosphate Mine is a medium and high-grade phosphate rock with an average grade of 26.74 percent and reserves of more than 60 million tons. The current daily output of the engineering mine is about 200-600 tons. greatly improved.
According to the financial report, Batian's revenue in the first three quarters of this year was 1.731 billion yuan, a year-on-year increase of 13.8 percent ; the net profit attributable to the parent was 58.45 million yuan, a year-on-year increase of 30.2 percent . It is worth mentioning that Batian has previously supplied nitric acid to German Nano, the leader in the domestic lithium iron phosphate industry.
Hmo ntawd, German Nano (300769) kuj tau tshaj tawm txoj kev nce ntxiv. Lub tuam txhab npaj yuav tshaj tawm tsis pub tshaj 26.768 lab shares rau cov khoom tshwj xeeb thiab nce tsis pub ntau tshaj 3.2 billion. Ntawm lawv, 2.3 billion yuan yog siv rau lub hauv paus tsim project ntawm phosphate tshiab -raws li cathode cov ntaub ntawv nrog ib xyoos twg ntawm 110, 000 tons, thiab 900 lab yuan yog siv los ntxiv ua hauj lwm peev.
German Nano said that the fundraising project belongs to the new production project of the company's new product new phosphate-based cathode material. The new phosphate-based cathode material is an upgraded product of nano-lithium iron phosphate, which has a higher voltage platform and can significantly improve The energy density of the battery, while retaining the advantages of high safety and low cost.
Kev lag luam lithium hlau phosphate yog cov concentrated heev. Raws li cov ntaub ntawv siab - thev naus laus zis lithium roj teeb, tag nrho cov khoom xa tuaj ntawm plaub lub tuam txhab loj tshaj plaws ntawm lithium hlau phosphate cov ntaub ntawv hauv xyoo 2020 suav txog 79.7 feem pua. Defang Nano tau hais tias lub tuam txhab yuav tsum ceev nrooj xa cov phosphate tshiab -raws li cathode cov khoom lag luam ua ntej los ntawm kev ua raws li qhov kev nrhiav nyiaj txiag no, tuav lub sijhawm thiab ua kom cov khoom lag luam nce ntxiv.
Lithium iron phosphate is gaining momentum in the current lithium-ion battery market. In the power lithium-ion battery market, the current loading volume of lithium iron phosphate is comparable to that of ternary materials, and it is rising at a faster rate. According to the statistics of my country's Automobile Power Li-ion Battery Industry Innovation Alliance, from January to September, the national power lithium-ion battery installed a total of 92.06GWh, of which the ternary battery installed a total of 47.1GWh, an increase of 99.5 percent year-on-year; lithium iron phosphate batteries The cumulative loading volume was 44.8GWh, a year-on-year increase of 332 percent .
Tsis tas li ntawd, lithium hlau phosphate raug suav hais tias yog ib qho kev daws teeb meem zoo tshaj plaws hauv thaj chaw ntawm lub zog cia, thiab lub zog cia kev lag luam kuj tseem nyob rau ua ntej ntawm qhov tshwm sim. Raws li Gaogong Lithium Battery cov ntaub ntawv, nyob rau hauv thawj ib nrab ntawm lub xyoo no, domestic zog cia lithium - ion roj teeb xa khoom yog 11.1GWh, ib xyoos - ntawm - xyoo nce ntawm 101.8 feem pua . Hauv thawj ib nrab ntawm lub xyoo, cov khoom xa tuaj hauv tsev ntawm lithium hlau phosphate yog 178, 000 tons, uas tau tshaj li xyoo 2020.
Tsis ntev los no, ntau lub tuam txhab tshuaj phosphorus tau hla- ciam teb teeb tsa ntawm lithium hlau phosphate taug qab, suav nrog Xingfa Group, Hubei Yihua, Yuntianhua, Xinyangfeng, thiab lwm yam, thiab cov tuam txhab tsoos tseem tab tom nthuav dav ntau lawm. Kev ua lag luam cia siab tias qhov kev tsim khoom yuav pib ua haujlwm thaum kawg ntawm 2021, qhov ntim yuav nce ntxiv rau xyoo 2022, thiab tej zaum yuav muaj qhov tshwm sim ntau ntxiv hauv 2023.
