Investment in Lithium Materials Industry by Sequoia Stock/Byd / Huayu Cobalt Industry in 2018

Pressure on downstream battery companies has increased as subsidies recede, and industry analysts believe the industry will accelerate the reshuffle in 2018. In contrast, upstream material enterprises are in a better situation, raw material prices have risen and manufacturers are relatively concentrated. Who has mastered the resources who have taken the initiative, for a time each enterprise has joined the resource battle.

With the continuous expansion of battery manufacturers, the demand for upstream materials in the market has also increased. In the era of Ningde alone, it is expected that the demand for three-dimensional positive materials will exceed 15 billion in 2020, and the demand for electrolytes and wet diaphragm will be about 3 billion. The demand for positive and negative electrode materials is about 2.5 billion, and the demand for lithium ferrophosphate positive electrode materials is about 2 billion, and it is roughly estimated that the demand for structural parts is also about 5 billion.

In 2018, companies increased their control over resources and deployed upstream materials resources. According to incomplete statistics on lithium power, companies have invested more than 40 billion in lithium power materials projects in 2018. The following is a survey of 2018 battery materials related investment projects.

Sequoia SHARES

Shanshan SHARES announced on the evening of January 16 that the company's holding subsidiary, Shanshan Energy, signed an investment agreement with Changsha High-tech Zone and plans to invest 20 billion yuan(including liquidity) to invest in the development of 100,000 tons of high-energy density lithium-ion battery cathode materials in the Valley. Production and sales base projects. The project plans to complete an investment plan of 100,000 tons of high-energy density lithium-ion battery positive electrode materials in phases, and the annual output value after completion and production will be between 15 billion yuan and 20 billion yuan, which will further consolidate the new energy energy of Shanshan Lithium-cathode materials industry. The leading position in the world.

BYD

On February 3, the "3 +2" battery-grade lithium carbonate project of Qinghai Yanhu Biadi Resources Development Co., Ltd. and Qinghai Yanhu Fozhao Lanke Lithium Co., Ltd. was officially started. The industry said that this will be China's largest lithium carbonate project. "3 +2" refers to the 30,000 tons of battery-grade lithium carbonate project of Qinghai Yanhu Biadi Resources Development Co., Ltd. and the 20,000 tons of battery-grade lithium carbonate project of Qinghai Yanhu Fozhulan Lithium Company. The investment of the two projects is nearly 8 billion yuan. It is expected that the construction period will be about one and a half years. By then, the lithium carbonate production capacity of Yanhu shares will reach 60,000 tons per year.

Huayu Cobalt

Huayu Cobalt announced on the evening of March 12 that the company(or through its subsidiaries) plans to invest in the construction of a smart manufacturing base for new energy materials(an annual output of 150,000 tons of lithium electric power three-yuan precursor new material project). The total investment of the project is 636,982 million yuan. After the completion of the project, it is expected that the average annual operating income will be 12.525 billion yuan, and the average annual profit will be 1.281 billion yuan. The company said that it fully grasped the development opportunities of the National new energy automotive industry, met the growing market demand for high-end power battery materials in the new energy market, and sought the opportunity for the company to transform from a leader in the cobalt industry to a leader in the new energy materials industry for lithium.

Polyfluorosis

On January 16, Duofuduo issued an announcement stating that the application for the issuance of A-share shares was approved. The total amount of funds raised for the non-public issuance of stocks did not exceed 1.697 billion yuan. After deducting the issuance fee, all investments were made in "annual output 10. Ton Power lithium battery High-end New Additives Project "and" 300,000 Sets / Year New Energy Vehicle Power Assembly and Supporting Projects ".

Set new material

On February 5th, Set New Materials invested 1.2 billion yuan to build a lithium battery soft aluminum plastic film production project in Liancheng Industrial Park, focusing on the development and production of soft lithium ion batteries such as small, high-capacity tablets and electric tools. Aluminum plastic film. High-capacity, high-energy density electric vehicles, electric bicycle aluminum plastic film, and extended to high energy density, long cycle life energy storage system power source soft packaging supporting. The project will be implemented in three phases. After the completion of the project, an annual production capacity of 50 million square meters of aluminum plastic film will be formed. The annual output value will reach 1.4 billion yuan, making it the largest research and development production base for lithium battery flexible aluminum plastic film in China.

The page contains the contents of the machine translation.