Li Dian Wanli Xing Sichuan-- the 10th Station Yibin Guangyuan Lithium material Co., Ltd.

SMM10 March 19: in the first half of 2020, despite the double influence of epidemic situation and policy adjustment, the upstream and downstream enterprises of Lithium Power Co., Ltd. still develop like a raging fire, relying on the indomitable spirit of hard struggle. Just like the warm and hot Sichuan, never admit defeat, always rise! The delegation, SMM integrated the industrial chain, located in Sichuan a number of upstream enterprises. In order to better promote the development of the industry and promote exchanges between the upstream and downstream of the lithium industry chain, October 19-23 SMM New Energy Director Wang Tian, marketing consultant Yu Lei, lithium industry analyst Liu Xiaoyi, new energy analyst Mei Wangqin, Consulting Department Liu Jiabin led SMM staff and representatives of lithium downstream enterprises mainly visited upstream materials companies located in Sichuan to seek more accurate and in-depth cooperation opportunities. The delegation is sponsored by Watson Energy Technology (Langfang) Co., Ltd., Bintel Control equipment Co., Ltd., Changzhou Xintai Packaging Co., Ltd., Jiangsu Saideli Pharmaceutical Machinery Manufacturing Co., Ltd., and Zhejiang Dingnai plastic Pipe Valve Co., Ltd. The tenth station Yibin Guangyuan Lithium material Co., Ltd.

Enterprise voice

Today, representatives of SMM and lithium downstream enterprises came to Yibin Guangyuan Lithium material Co., Ltd., General Manager Zuo Meihua and other leaders extended a warm welcome and received them. First of all, Guangyuan Lithium introduced the business development of the company in detail.

Guangzhou Libao New Materials Co., Ltd. is jointly built by Tianyuan Group, Guoguang Electric Appliance and Jiangsu Guotai Investment Co., Ltd., with a total investment of 2.5 billion yuan and registered capital of 630 million yuan. Guangzhou Libao New Materials Co., Ltd. is a high-tech enterprise dedicated to the research, development and production of cathode materials for lithium batteries. In 2017, the company invested in Yibin Libao New Materials Co., Ltd. and Yibin Guangyuan Lithium material Co., Ltd. two subsidiaries.

Yibin Guangyuan Lithium material Co., Ltd. was established in 2017, located in Yangchun Industrial Park, Jiang'an County, Yibin City, Sichuan Province, is an enterprise committed to the research, development and production of lithium battery cathode material precursors. It is independently developed by the research and development team of Guangyuan Company, together with the technical support of a number of experts in the lithium electricity industry from Japan and South Korea. Strive to establish a first-class enterprise in the domestic lithium-ion power battery precursor industry within three years.

Visit the factory

Subsequently, representatives of SMM and lithium downstream enterprises visited Guangyuan Lithium's advanced first-class production line to gain an in-depth understanding of mechanized, automated, intelligent production equipment and perfect quality management system.

exchange of technical know-how

Representatives of SMM and lithium upstream enterprises had in-depth exchanges on the product types and future product planning of Guangyuan Lithium Electronics.

Does Guangyuan have a cost advantage? In what ways? Sichuan has no nickel and cobalt resources, have you considered how to reduce the cost?

There are also nickel and cobalt manufacturers in Sichuan, such as Guangxi Yinyi, Chongqing Jian and so on, signing long orders to realize the advantage of raw material cost. The processing cost of extracting nickel and cobalt from Sichuan waste is lower than that of purchasing nickel and cobalt intermediate products. After the expansion of production capacity in Phase 2, a sulfate plant may be built locally.

Is laterite nickel ore the cheapest among nickel raw materials?

Nickel has the highest taste, the product is the most mature, and the low grade is the battery recycled material. Comprehensive judgment of the waste route has more price advantages, this year, nickel-carbon raw materials have been used, buy intermediate products to contract manufacturing, the cost of buying high-quality nickel sulfate is higher, so the purchase quantity is less.

What market does NCA provide? How much? What is the market potential?

At present, NCA mainly supplies domestic customers, and three foreign customers have sent samples. At present, there will be some demand in the domestic small power market, such as lawnmowers, but the domestic quantity is relatively small. At present, the monthly shipment is between 50 and 100 tons.

Inspection unit license

SMM specially set up an inspection unit licensing link to add a sense of harmonious development and pleasant communication between the inspected enterprises and the inspected enterprises. Wang Tian, director of the new energy division of SMM, awarded the license for Guangyuan lithium battery on the spot.

Take a group photo as a souvenir

After visiting the factory, representatives of SMM and lithium downstream enterprises took a group photo with Guangyuan Lithium to increase their deeper cooperation and friendship. I believe there will be deeper exchanges and cooperation in the future!

After this visit and research, SMM and representatives of downstream lithium enterprises have a deeper understanding of the products, technology and company development of Guangyuan Lithium Electronics, as well as a deeper understanding of the market situation, development trend and existing problems of the lithium industry, and will continue to deepen cooperation with major enterprises to achieve complementary advantages and jointly promote the development of China's lithium industry.