SMM November 30th: November 29th, Longbai Group held a meeting to deliberate and approve the bill on investing in the construction of an integrated project of anode materials for lithium-ion batteries with an annual capacity of 200000 tons. In order to further strengthen the company's layout in the lithium-ion battery anode material industry, it is mentioned in the motion that Henan Bai New Energy Materials Co., Ltd., a subsidiary of Longbai Group, plans to invest in the construction of an integrated project with an annual capacity of 200000 tons of lithium-ion battery anode materials.
It is reported that the total investment of the project is 3.5 billion yuan, and the project is divided into three phases: the first phase and the second phase respectively build a production line with an annual output of 50, 000 tons of graphite anode materials for lithium-ion batteries, and the third phase builds a production line with an annual output of 100000 tons of graphite anode materials for lithium-ion batteries.
Stimulated by this news, the share price of Longbai Group jumped short and opened high this morning, rising more than 6.7% to 28.71 yuan per share at one point in intraday trading.
Referring to the necessity of the layout of graphite anode materials, Longbai Group said that the demand for lithium-ion batteries, as a key cross-industry among the three major industries of new energy, new materials and new energy vehicles, is gradually expanding. As one of the four key main materials of lithium-ion battery, anode material is an indispensable part of lithium-ion industry chain. The proportion of graphite anode material in the field of lithium-ion battery is increasing year by year because of its low cost and excellent comprehensive performance.
With the rise of strong demand, the price of graphite anode materials is also much higher than in previous years. According to the spot quotation of SMM, as of November 30, the average spot price of artificial graphite (high-end) was 75500 yuan / ton, up 8000 yuan / ton or 11.85% from the beginning of the year.
"Click to view the price of SMM new energy products
According to the recent research of SMM, the price of negative material industry has shown an upward trend at present. From the raw material point of view, low-sulfur petroleum coke and coal tar pitch prices have declined, needle coke prices remain flat; graphitization processing, processing fees are still at a high level, due to winter environmental protection and other conditions of policy restrictions, capacity and shipments are obviously insufficient; supply and demand, shortage and exuberant demand are still obvious characteristics of the industry in the short term, raw material expansion will take time, therefore, SMM expects that negative material prices are expected to rise this week. "View details
In November, in addition to Longbai Group's hard work on anode materials, Yi Chengxineng also announced on November 22 that in order to strengthen its competitiveness in the field of anode materials and further expand the industrial layout of anode materials, it is proposed to invest in the construction of Pingdingshan Tianhou New Materials Co., Ltd. and Yuzhou Tiandao New Energy Materials Co., Ltd. to support the development of anode materials projects. The registered capital of both companies is 100 million yuan.
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