There is a huge demand for power batteries, how should companies invest in nickel-cobalt lithium?

Since China announced the timetable for the elimination of traditional fuel vehicles, Norway, Japan, the United Kingdom, France and other countries have also announced the timetable for the elimination of traditional fuel vehicles.

In China, the development of electric vehicles is one of the important ways to reduce air pollution, and has now risen to a national strategy. On December 19, 2016, the State Council officially promulgated the “13th Five-Year National Strategic Emerging Industry Development Plan”, and once again clarified the development goal of the new energy automobile industry, that is, by 2020, the new energy vehicles will be produced and sold over 2 million vehicles in that year. Production and sales exceeded 5 million. The promotion of electric vehicles has a huge demand for power batteries. In 2017, the global power battery for electric vehicles was 69.0GWh, which is the largest increment among the three sectors of consumer electronics, power and energy storage.

At the same time, raw materials such as lithium carbonate and nickel-cobalt from the upstream have frequently increased prices, and power battery companies urgently need to develop new technologies to break through the industry bottleneck.

In this context, the “OF week 2018 China power battery Technology and Application Seminar” hosted by OF week China High-Tech Industry Portal and hosted by OF week Lithium Power Grid will be held in Shenzhen on May 21, 2018.

So, how do power battery companies deal with the constraints from the upstream lithium battery? In this symposium, Dongqiang Cao, Chairman of Shanghai Gepai New Energy Technology Co., Ltd. will bring a keynote speech on “Analysis of Nickel-Cobalt-Lithium Investment Strategy and Exploration of Gee-Ety New Energy”, focusing on the layout of power battery in transition period.

It is understood that Shanghai Gepai New Energy Technology Co., Ltd. was founded in 2006 and is committed to building the world's leading power battery, 3C secondary battery and energy storage industry ecosystem. At the same time, Gepai New Energy is committed to new energy resources and technology. The development and investment fields involve the mining of important metals such as lithium, cobalt and nickel for ternary material batteries and solid-state batteries, as well as basic battery materials and cathode materials, and complete the entire industrial chain layout in the context of the new energy industry.

Gepai's new energy investment operations include: key metals such as cobalt, nickel and lithium for lithium-ion batteries and solids; cobalt trioxide and basic cobalt materials; base nickel materials; base lithium materials; nickel hydroxide cobalt manganese ternary precursors ( NCM&NCA); positive electrode materials such as lithium nickel cobalt manganate (NCM), lithium nickel cobalt aluminate (NCA), lithium manganate (LMO), lithium cobalt oxide (LCO); power battery, 3C battery, energy storage battery ; decommissioning power Battery cascade utilization and regeneration of the entire industry chain.

Gepai is based on the key materials of new energy materials. At present, Gepai New Energy has deployed six new energy key materials bases such as Zhejiang Shangyu, Jiangsu, Jiangxi Ganzhou, Anhui Xiaoxian and foreign Vietnam Haiphong and Congo (Gold). Planning basic cobalt materials, basic nickel materials, high-voltage cobalt trioxide, ternary precursors, a total of 20,000 tons of capacity.

In terms of company composition, Zhejiang Zhongjin Gepai is a company controlled by Shanghai Gepai New Energy Technology Co., Ltd., which was established in 2016 and is located in the national economic and technological development zone of Hangzhou Bay, Zhejiang Province, covering an area of 158 acres (105,158). Square meter), with a construction area of nearly 70,000 square meters, research and development, production and sales of high-performance power batteries (lithium-ion batteries, energy storage materials) materials, is currently China's leading large-scale power battery production of key materials at the national level high-tech enterprises.

In addition, in terms of enterprise investment and construction, CIMC has invested 500 million Yuan (200 million Yuan in fixed assets) in the first phase, which is used to acquire all the capital and resumption of production of Zhejiang Jialike, a leading company in the original cobalt industry. Zhongjin Gepai is carrying out a second phase of investment of about 100 million US dollars (about 700 million Yuan) for industrial extension.

The page contains the contents of the machine translation.