SMM March 8: yesterday, Tianci signed a "strategic cooperation agreement" with Nanjing Leader and China Banking Financial Leasing, which stipulated that Tianci and Leader Technology would carry out cooperation on retired electric vehicles and battery recycling / trade-in; leading Technology and China Banking Financial Leasing in accordance with relevant laws and regulations to carry out financial leasing business. On the other hand, Divine Materials cooperates with China Banking Financial Leasing on the recycling business of vehicles and power batteries, including but not limited to financial leasing, asset trading and so on.
In this regard, the three parties reached a preliminary agreement that CMB Financial Leasing will provide leasing business to Leader Technology, and that CMB Financial Leasing will carry out business cooperation with the company, including but not limited to financial leasing, asset buying and selling, and so on. It is estimated that the scale of this cooperation is up to 1 billion yuan.
And it is worth mentioning that for the power battery recycling industry, divine materials have already been laid out. In response to investor inquiries, Tianshi said that the company already has an annual processing capacity of 20,000 tons of lithium iron phosphate batteries, and the previously announced new recycling project is expected to be put into production by the end of this year. At present, Tianzhi material has locked some of the waste batteries in downstream battery factories and vehicle factories, if the follow-up business is carried out smoothly, it will provide the company with a certain amount of lithium carbonate and lithium iron phosphate production capacity.
Recently, with the continuous rise in the prices of metals such as nickel and cobalt, the Ministry of Industry and Information Technology has repeatedly mentioned the relevant policies on the recycling of power batteries. The rise in the price of raw materials has also led to a rise in the recycling price of power batteries, and the average price of lithium carbonate has exceeded 490000 yuan / ton. After that, SMM has also conducted a detailed analysis of this hot situation. Specifically, the average price of lithium carbonate has broken through 490000! The Ministry of Industry and Information Technology mentioned three times in two months that power batteries are going to be robbed to recycle old batteries. [SMM special topic] "View the article.
According to the spot price of SMM, as of March 9, the average spot price of domestic battery-grade lithium carbonate was 498000 yuan / ton, up 1000 yuan a day. Although the recent price rise of lithium carbonate has slowed down, since the beginning of the year, the spot price of battery-grade lithium carbonate has risen from 278000 yuan / ton to nearly 500000 yuan / ton, an increase of 79.14%.
"Click to order to view the spot historical price of SMM new energy products.
According to SMM's recent research, on the supply side, the current spot supply of lithium carbonate is still tight, and on the demand side as a whole, the demand for lithium salt has declined; on the price side, the market game mood is strong this week, and most manufacturers have basically completed the lithium salt preparation for March production, and the growth rate of lithium carbonate price may slow down. "View details
Last night, nickel, one of the important raw materials of power batteries, also exploded the market with its strong performance. It is reported that Lenny surged 80 per cent last night, hitting an all-time high of $55000 a tonne. Today, Shanghai Nickel also directly opened the trading limit, which shocked the non-ferrous metals market.
"Metal midday more uplink Shanghai nickel stainless steel sealing limit plate both set a record high! [SMM afternoon Review]
The high price of nickel hovers and the prices of lithium-related products continue to rise, and the recycling of power batteries is naturally concerned by people in the industry. Many manufacturers intend to reduce costs and increase efficiency through the recycling of battery resources. to deal with fluctuations in raw material prices. Therefore, divine materials layout power battery recycling business is also a wise move.
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