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Building the whole industrial chain of Yuxi new energy battery. Four companies plan to invest over 5

日期: 2022-03-22
浏览次数: 0

On the evening of February 16th, Tianhua announced that it would join hands with upstream and downstream lithium companies such as Enjie, Yiwei Lithium Energy and Huayou Holdings to reach a cooperation agreement with Yuxi Municipal People's Government of Yunnan Province on the whole industrial chain of new energy batteries, which will be followed by in-depth cooperation in mining mineral resources, deep processing, research and development and production of new energy batteries and related materials, and build local industrial clusters.

As for the construction of upstream and downstream materials of batteries, the project plans to invest in three phases. The first two phases will be completed before December 31, 2025, with a total investment of 51.7 billion yuan. The third phase is a long-term investment goal, which will be implemented by the above four companies.

In recent years, benefiting from the high growth of downstream demand and the continuous increase of installed capacity in Ferrous lithium phosphate, phosphorus chemical enterprises with upstream resource advantages have crossed the new energy battery field one after another, frequently pushing production expansion plans.

The project brings together four giants.

From the perspective of all parties involved, this Yuxi new energy battery industry chain project can be described as a gathering of giants: Yuntianhua is the leader of phosphorus chemical industry, with phosphate rock production capacity of 14.5 million tons/year; Enjie is the 'first brother' of lithium battery separator, with a domestic market share of 39% and a global market share of over 27%. In 2021, the loading capacity of power battery of Yiwei Lithium Energy was 2.92GWh, ranking eighth in China with a market share of 1.9%. Huayou Holdings is the controlling shareholder of Huayou Cobalt, which is the largest cobalt smelting enterprise in the world.

According to the announcement, the aforementioned project cooperation will be carried out around the whole industrial chain of new energy batteries, and the construction content covers mineral resources development, batteries, separators and supporting projects of anode and cathode materials.

In the cooperative development of mineral resources, Yuxi Municipal Government will jointly establish two companies with all participants, which are mainly engaged in mineral development and mineral deep processing. In terms of ownership structure, Yuxi Municipal Government or its designated entity holds 23% of the shares, making it the largest shareholder; The shareholding ratios of Enjie, Yiwei Lithium Energy, Huayou Holdings and Yuntianhua are 22%, 20%, 18% and 17% respectively.

In the construction of batteries and upstream and downstream materials, the supporting batteries, separators, iron phosphate, Ferrous lithium phosphate, copper foil and other projects are planned to be invested in three phases. The first phase will be completed before December 31, 2023, with a committed investment of about 18.05 billion yuan. The second phase will be completed before December 31, 2025, with a committed investment of about 33.65 billion yuan; The third phase is a long-term investment goal, which is planned to be completed by 2030. The aforementioned three-phase investment will be implemented in the form of project companies directly established by four enterprises, including Enjie, Yiwei Lithium Energy, Huayou Holdings and Yuntianhua.

According to the cooperation agreement, Enjie Co., Ltd., Yiwei Lithium Energy Co., Ltd. and Huayou Holding Co., Ltd. need to complete the promised investment scale as scheduled after the joint venture mining company obtains the corresponding lithium ore resources, otherwise Yuxi Municipal People's Government will buy back the equity of the joint venture mining company held by the above three parties according to the investment difference.

Phosphate chemical enterprises cluster across borders.

Since 2021, the upstream materials of lithium battery, represented by lithium carbonate, have risen sharply, and cost reduction has become the focus of the whole industry. The rise of lithium iron phosphate batteries with high cost performance has begun to overtake the ternary batteries that previously occupied the mainstream, driving the demand for cathode materials in Ferrous lithium phosphate to continue to rise. However, due to the advantages of raw materials such as phosphoric acid and cost, the phosphorus chemical industry enterprises are fully motivated to transform the industrial chain in Ferrous lithium phosphate, and have formed an investment boom in the industry.

As early as the end of 2020, Yuntianhua joined hands with Polyfluoride to build 5,000 tons/year of lithium hexafluorophosphate and other fluorosilicone projects, which are planned to be completed in 2022. In October, 2021, the company announced that it would invest in the construction of 500,000 tons/year new material precursors and supporting projects for iron phosphate batteries. The overall estimated investment of the project is 7.286 billion yuan, among which the first batch of 100,000 tons/year iron phosphate projects and supporting facilities are expected to be completed in June, 2022. The remaining 2× 200,000 tons is expected to be completed in December 2023.

Coincidentally, Hubei Yihua also announced in October 2021 that it had reached a cooperation intention with Ningbo Bangpu, a subsidiary of Contemporary Amperex Technology Co., Limited, on the project of supporting chemical raw materials for integrated battery materials. The two parties planned to set up a joint venture company to build and operate chemical raw materials such as iron phosphate, nickel sulfate and its front-end phosphate rock, phosphoric acid, sulfuric acid, etc., and to support phosphogypsum turnover yard and comprehensive utilization project of phosphogypsum.

In November, 2021, Xingfa Group signed a cooperation framework agreement with Huayou Cobalt Industry, and planned to build an integrated industry of phosphate mining and dressing, phosphorus chemical industry, wet-process phosphoric acid, ferric phosphate and Ferrous lithium phosphate materials in Yichang, Hubei Province, and planned to build 500,000 tons/year ferric phosphate, 500,000 tons/year Ferrous lithium phosphate and related supporting projects. At present, both parties have set up a joint venture company in Yichang, and it is planned to start the construction of 300,000 tons/year iron phosphate project, of which the planned production capacity of the first phase is 100,000 tons/year.

In addition, in September 2021, Sirte also reached an agreement with Rongjie Group to establish a joint venture company engaged in production in Ferrous lithium phosphate, with an estimated total investment of 2 billion yuan and a target output of 50,000 tons/year in Ferrous lithium phosphate.

Although the investment boom has hit, people in the industry said that due to technical and energy consumption indicators and other factors, it is still uncertain whether the aforementioned iron phosphate and Ferrous lithium phosphate projects can be put into construction and when they will be completed and put into operation, so we need to be vigilant about capacity release.

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