Why is the phosphate lithium edge to "brush screen"?
Lithium iron phosphate has recently been "brush screen", and many companies expressed the expansion of this area.
On December 13, Tianyuan Shares announced that it is advisable to establish a new company to invest in construction of 100,000 tons / annual phosphate phosphate positive material project, and constructed a phosphoric acid and phosphate project according to the company subsidiary according to the actual situation (above Three projects are collectively referred to as "ferrite lithium ferrous integration items").
According to the announcement, the annual production of 100,000 tons of lithium iron phosphate positive material integrated project investment main is the new company and the existing subsidiary, the investment amount is 2.389 billion yuan, and the project construction period is expected to be 24 months. It is expected that the final year is The profit is 689 million yuan.
It is understood that the advantage of the implementation of the Tianshaulian shares is that the company's subsidiary, the subsidiary of the subsidiary, the phosphate ore resources, the subsidiary of Sichuan, Sichuan Tianshi Titanium Co., Ltd., high-tit, high-quality iron raw material Comprehensive resolution of iron resource supply of the project. The project will fully utilize the high quality phosphate, iron resource advantage, and solve the source of the upstream raw material supply source, which is conducive to reducing production costs.
On December 14, Xiashine's new energy announced that the company intends to establish Ya'an in the Ya'an Lithium Industry (Ya'an) Co., Ltd. (Limited Partners) in Sichuan Province Economic and Technical Development Zone. Xiaxia Tungs & New Energy Materials Co., Ltd., the installment investment is an annual output of 100,000 tons of lithium iron phosphate production line, of which 20,000 tons of lithium iron phosphate production line is built, and the investment amount is 927 million yuan.
Demand is strong, resulting in rising prices
The rapid development of the new energy automotive industry has brought a significant increase in the production of dynamic lithium-ion battery production and loading. According to the data released by my country's Automotive Lithium Ion Battery Industry Innovation Alliance The overall increase of 175.5% in the same period. In terms of loading, 11 months of this year, my country's powered lithium-ion battery loading volume was 64.8GWh, up 50.5% year-on-year, up 270.3%.
The performance of the lithium-ion battery depend on the positive and negative electrode material, and lithium iron phosphate and ternary materials are the most widely used materials in the new energy vehicle power lithium-ion battery. Compared with the ternary positive electrode material, the advantages of lithium iron phosphate positive material is cost, low safety, long life, and more environmentally friendly.
The brokerage development is expected that the sales of new energy vehicles in 2025 will reach 17 million, and new energy vehicles with lithium iron phosphate ion batteries will reach 30%. It is expected that 2025 global lithium iron production demand will reach 2.17 million tons. The composite rising speed in 4 years will reach 60%, and the market space in 2025 will reach 83.8 billion yuan.
The demand is strong, directly leading to the rise of lithium iron phosphate prices. Following the first month of the price of November, after the month, in December, the average price of the power-type lithium iron phosphate spot exceeded 90,000 yuan / ton. Shanghai Steel joint announced data show that on December 13, lithium iron phosphate rose 4500 yuan / ton.
Many companies expand the lithium phosphate
Optimistic about lithium iron phosphate, more and more companies are actively laying on lithium iron phosphate production.
On the evening of December 9, Zhongwei Shares announced that the company's board of directors reviewed the "proposal to sign an investment agreement with the Kaifeng County People's Government". The total investment of the project is about 10 billion yuan, and the annual output of 200,000 tons of phosphate and lithium iron phosphate material production line integrated project.
In November 30, China, Zhongwei Shares said that the company will be with the total production planning of the company's investment in Guizhou's investment, the production planning construction is not less than 300,000 tons / annual phosphate, lithium iron phosphate and related phosphorus resource development, Phosphorus chemical supporting project.
On December 8, Thai and Technology said in the interactive platform, the company's wholly-owned subsidiary Thai and New Energy Materials (Shandong) Co., Ltd. intensive 10,000 tons of phosphate high-end positive material project has completed the procedure.
On the Thuring December, the Micro Share and Tuan Time Company, Saixiu New Can Partners, Wu Xuefeng, etc., signed the "Lithium Iron Project Cooperation Agreement", jointly investing in Jiangsu Queen Time Battery Materials Co., Ltd.
On December 1, Long Yi Group announced that the company and the Nanzhang County Government have recently signed project investment contracts, and intended to produce 150,000 tons of battery-grade phosphate, iron phosphate, and treated expansion projects after investing in Nanxun County. 200,000 tons / year), total investment of 3 billion yuan.
In addition, Yun Tianhua, Bank of Silver, Fusheng, Sichuan, Sichuan Fa, German Nano, Longzhen Technology, Pata Shares, etc. also expand its investment in the field of ferrite.
Lithium iron phosphate is broad
Overall, lithium iron phosphate is huge. The agency is expected that the global supply of lithium iron phosphate ion battery in 2025 will reach 600GWH, and the demand for lithium iron phosphate will be close to 2 million tons.
At the same time, with more and more models with lithium phosphate ion batteries (such as BYD, the Great Wall Orapo Cat Series, Wuling Mining MINI, Xiaopeng G3, etc.), and lithium iron phosphate ion batteries in the energy storage capacity The increase in the field application has brought a huge opportunity to lithium iron phosphate.
It is worth noting that the expansion period of lithium iron phosphate positive electrode is 6-12 months, longer. Industry analysis believes that in 2022 or difficult to constitute a supply bottleneck, the head company is still expected to maintain an output utilization of about 80%.
In short, the lithium iron phosphate will occupy more scenes in the future or in commercial vehicles, and at the same time, the industry has put forward higher requirements in terms of cost, technology.
