Baili Technology's 1,295 million yuan cast lithium battery positive electrode material and conductive slurry project

Baili Technology announced on the evening of April 17 that the company and Ningxiahanyao signed the "Contract for Intelligent Production Line Design and Construction of Lithium-ion Battery Graphene Three-ary Positive Material and Conductive Pulp Project" with a contract amount of 1.295 billion yuan.

The company said that the implementation of the contract for the company to carry out the design of the lithium battery material production line and the general contracting business to accumulate rich construction and operational experience, further strengthen the company's main business in the domestic market competitiveness.

According to the announcement, the contract was implemented in two phases. The first phase was 15,000 tons/year, including lithium cobalt acid, 523 ternary materials, 811 ternary materials, and 6,000 tons of graphene modified conductive slurry. The second phase is 15,000 tons per year of three-yuan positive material and 4,000 tons of graphene modified conductive slurry. After the completion of the two phases, the total production capacity will reach 30,000 tons/year, and 10,000 tons/year graphene modified conductive slurry; The first phase of the plan was completed and put into operation at the end of March 2019, and the second phase was completed and put into operation in June 2020.

Ningxiahanyao's main business is research and development, manufacturing, and sales of graphene battery positive and negative grade materials, conductive slurry; Power supply products and related materials, mechanical and electrical products, analytical instruments and wholesale and retail sales that are compatible with the electric vehicle information industry; Import and export of products and technologies(except those prohibited by law and regulations); Technical advice, technology transfer, technical services; Analytical instrument detection service.

Guotai Junan Securities Analysis, as the contractor of the lithium positive output line, the company's positive material production line unit investment is relatively high, NCM523 production capacity of 5,000 tons/year production line investment of 2-3 billion yuan, NCM622 The production line investment of the same production capacity is 4-5 billion yuan, and the market space is large. And high nickel positive and low nickel positive production lines can not be common, with the arrival of high nickel trend, the industry may usher in a new round of small production expansion peak, the company will benefit fully as a domestic scarce positive production line contractor.

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