SMM June 17: yesterday, the lithium battery plate plummeted across the board, including Heavenly Gift Materials, Skyline shares, etc., and many shares fell by the daily limit, causing numerous guesses in the industry for a time. Some sources believe that the sharp decline in the lithium electricity plate is due to the recent hot new energy plate, and an appropriate pullback is a normal phenomenon; it is also reported that the sharp drop is related to the Yongtai technology investment in the construction of 20, 000 tons of lithium hexafluorophosphate and 1200 tons of related additives; others believe that the lifting of the ban on the sale of 950 million shares in the Ningde era, the leading power battery, is the main culprit.
Although there are different opinions on the market for the reasons for the decline, it is true that the shares of Tianyi Materials, Polyfluoroduo and Tianji shares, which are the leading enterprises of electrolyte, have fallen sharply. In fact, as early as June 15, that is, the day before Tianci suffered the limit, Tianci's non-public offering shares were listed on the Shenzhen Stock Exchange, raising funds of no more than 1.665 billion yuan. among them, 268 million yuan is planned to be put into the annual production of 20, 000 tons of electrolyte basic materials and 5800 tons of new lithium electrolyte project, and 155 million yuan is planned to be put into the annual production of 100000 tons of lithium battery electrolyte project. In other words, Divine Materials is planning to raise more than 400 million of the lithium battery business of the layout company.
According to public data, Tianci, founded in 2000, officially entered the field of electrolyte in 2004, and by 2020, the company's electrolyte sales had reached 73000 tons, becoming the largest electrolyte supplier in the world at that time.
As we all know, with the explosive growth of the demand for power batteries, the raw materials of electrolyte, as the core of power batteries, have been in short supply, among which the price of lithium hexafluorophosphate soared nearly 300% this year. But even so, according to SMM's previous analysis, considering that the expansion cycle of lithium hexafluorophosphate is generally more than one and a half years, production capacity can not be expanded rapidly in the short term, so lithium hexafluorophosphate will continue to be hot in the future.
However, for Yongtai Technology to put into production of 20,000 tons of lithium hexafluorophosphate capacity news, some investors believe that after the release of this capacity, the price of lithium hexafluorophosphate may decline to a certain extent.
And according to market news, electrolyte hot enterprises Divine-sent Materials and Polyfluorodo, will release their new production capacity in the second half of the year. Prior to this, the person in charge of Divine Materials said that at present, Tianci material has an annual production capacity of 30, 000 tons of liquid lithium hexafluorophosphate, while the production capacity of solid lithium hexafluorophosphate has reached 2000 tons per year. The company's private offering project also includes a project with an annual production capacity of 60000 tons of liquid lithium hexafluorophosphate, which is expected to start trial production at the end of the third quarter, and new planned production capacity will not be ruled out in the future. Therefore, according to the current situation, the future supply of lithium hexafluorophosphate will be alleviated to a certain extent, but under the continued optimistic prospect of the new energy market, lithium hexafluorophosphate will still be one of the profit points of enterprises in the future.
Some institutions believe that lithium hexafluorophosphate, as the core raw material of electrolyte, is the key to the production of lithium batteries, and its inventory is at the lowest level in the same period in the past three years. Considering the good production and sales data of downstream new energy vehicles, the tight supply and demand pattern of lithium hexafluorophosphate may continue.
After falling by the limit on June 16, Tianci fluctuated higher after a slight decline at the start of trading, and its share price continued to pick up. By midday's close, Tiancai was up 3.39% at 91.09 yuan per share.
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