Zhongwei Corporation plans to invest 10 billion yuan in the integrated construction project of Lithium Iron Phosphate Industrial Park. CICC claims that the diaphragm link is the most competitive track among the four major materials of lithium battery.

[Chuanfa Dragon Python: plans to build an annual production line of 200000 tons of lithium iron phosphate, etc.] Chuanfa Dragon Python announced that it intends to build a 200000 ton / year new material project in Panzhihua Vanadium Titanium Development Zone. including the construction of an annual production line of 200000 tons of lithium iron phosphate, 200000 tons of iron phosphate and 300000 tons of sulfuric acid, the planned land is 800mu, and the investment intensity of the project is not less than 4 million yuan / mu.

[Longbai Group: signing Strategic Cooperation Framework Agreement with Bic Battery] Longbai Group announced that it signed a strategic cooperation framework agreement with Bic Battery. Bic purchased lithium cathode and anode materials from the company from 2022 to 2024, and the annual procurement quantity of the two materials is not less than 5000 tons, 8000 tons and 10000 tons.

Zhongwei shares: plan to invest 10 billion yuan in the integrated construction project of lithium iron phosphate industrial park] Zhongwei shares announced that the company plans to build an integrated project of an annual production line of 200000 tons of iron phosphate and lithium iron phosphate in Kaiyang County, while supporting the construction of phosphate rock to produce phosphoric acid or yellow phosphorus and monoammonium phosphate within the chemical park, as well as supporting mining areas and phosphate mining to meet the demand for 200000 tons of lithium iron phosphate products, with a total investment of about 10 billion yuan. The development is carried out in stages and the construction period is 33 months. "View details

[Topang shares: 5 billion yuan for the first phase of the lithium battery project is expected to be put into use in the fourth quarter of 2022] Topang shares said on the interactive platform that the 5 billion yuan lithium battery project announced yesterday is the company's medium-and long-term investment plan in the direction of new energy. The equipment input of the first stage of the first phase is 280 million, and the production capacity of 1.3GWH is expanded. The company's production expansion plan for this year includes an increase in the production capacity of the battery, but because the project is still in the preparatory period of construction, it will take at least 2-3 years from completion to production. The plant to be purchased this time has already been built, which can speed up the production speed of lithium power production capacity and solve the current capacity gap. The first phase of the first phase is expected to be put into use in the fourth quarter of 2022.

[Tianqi Co., Ltd.: lithium carbonate production capacity will be fully increased to 5000 tons per year after the Tianqi Jintai Pavilion production expansion project is fully reached.] Tianqi Co., Ltd. said on the interactive platform that since the expansion of production in August this year, the company's lithium carbonate production capacity can reach 180,200 tons per month. After the technical renovation project of Tianqi Jintai Pavilion is fully reached, the production capacity of lithium carbonate will be increased to 5000 tons per year in an all-round way.

[CICC: the diaphragm link is the track with the best competition pattern among the four major materials of lithium battery] China International Capital Corporation research and report pointed out that the diaphragm link is the track with the best competition pattern among the four major materials of lithium battery, and we believe that the short-term supply and demand of the industry is tight and the price is steadily rising. in the medium and long term, the leading enterprises have stable profitability and high growth certainty, and it is one of the lithium power racing tracks with more investment value. The total demand for film coating is expected to exceed 12 billion square meters in 2022, an increase of 68%. By 2025, the total demand for film coating will exceed 30 billion square meters, and the CAGR will reach 47% in 2020-2025. It is expected that the high-end wet diaphragm will be in short supply from 2022 to 2023, and the price of the wet diaphragm may rise steadily.