Recently, Tianzhi revealed in a survey by investors that the company already has a processing capacity of 20,000 tons of lithium iron phosphate battery per year, and at present, the company has locked waste batteries from some downstream battery factories and vehicle factories, which will provide the company with a certain amount of lithium carbonate production capacity, which can appropriately alleviate the fluctuation of lithium carbonate price and the supply of raw materials.
In response to the current rapidly rising prices and tight supply of lithium carbonate, Tianci said that the company has taken mitigation measures such as price transmission, signing long orders, and increasing the source of lithium carbonate through recycling business.
From the perspective of specific measures, at present, more than 50% of the electrolyte products of Tianci materials are sold in the form of long-term orders, and the terms of long-term supply agreements for different customers are different, but there will be a corresponding adjustment mechanism for significant changes in raw material prices, although the transmission time will have a certain lag, but on the whole, the fluctuation of raw material prices is expected to have a low impact on the company's performance.
At the same time, in view of the progress and cost of the LiFSI project and the capacity planning of lithium hexafluorophosphate, Tianzhi material said that at present, the climbing of LiFSI capacity is progressing smoothly, and after the new plant and the planned capacity in the future are put into production, there will be room for further improvement in LiFSI cost; the planned capacity of lithium hexafluorophosphate has basically covered the demand for 2024. The company already has a production capacity of 32000 tons of lithium hexafluorophosphate, and a new technological transformation and expansion project is under construction, which is expected to be completed and put into production by the middle of this year, and the output of the electrolyte will be based on the actual output of the above lithium hexafluorophosphate.
In addition, for the impact of the expansion of the industrial chain, Divine material believes that the current market demand for iron phosphate is strong, and with the introduction of new production capacity in some industries starting from the fourth quarter of this year, the tension between supply and demand may be alleviated, and competition may intensify. The company has gained a first-mover advantage in the iron phosphate market and is well prepared for the competitive situation.
As one of the leading electrolyte suppliers in the world, Tianci continues to take the lead in terms of market share in recent years. In terms of customer cooperation, the company continues to improve its product research and development strength, manufacturing strength and customer service capacity by signing long-term supply agreements with strategic customers such as Ningde Times, LG New Energy, Tesla and so on.
At present, Tianci material has formed LiPF6, LiFSI, solvent, additives, electrolyte and other industrial chain layout, coupled with the construction of decommissioned battery recycling system, will further improve market competitiveness.
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