SMM July 19th: in 2021, the lithium industry will take off at the right time! Driven by policies and global electric trends, the new energy industry, such as Japan, has driven the whole industry chain into a stage of vigorous development. Lithium resources, as one of the most important basic raw materials for new energy vehicles, experienced a rise in prices in short supply at the end of 2020 and stabilized in the second quarter of 2021. The supply of lithium resources has become an important consideration for the development of new energy in the future. How will the customer base in the industrial chain, such as precursors, materials, batteries, automobiles and other downstream enterprises and upstream nickel-cobalt-lithium raw material production enterprises balance the expansion increment and raw material supply? Therefore, we have integrated the upstream and downstream enterprises located in the lithium power industry chain to carry out SMM to ride the wind and waves of "lithium power ten thousand miles".
In the just-concluded Hunan delegation, SMM and lithium downstream navigation companies have gained a lot! Next, we will continue to visit Sky Mirror Qinghai, the fourth stop of the "SMM Lithium Power Walk through the Wind and waves" delegation, to conduct an on-the-spot investigation with industry leaders on the production of raw materials enterprises in China's lithium power industry, in order to seek more accurate and in-depth cooperation and create more effective and sustainable exchanges.
From July 19 to 23, Wang Tian, director of SMM New Energy Division, and Yu Lei, marketing consultant, led SMM staff and members of the delegation to visit the production of raw materials enterprises in the lithium power industry in Qinghai to seek more accurate and in-depth cooperation opportunities. The delegation is strongly sponsored by Jiangxi Longnte Environmental Protection equipment Co., Ltd., Bintel Control equipment Co., Ltd., Hangzhou Shangtuo Environmental Technology Co., Ltd., Xiangtan Huibo centrifuge Co., Ltd., and Zhejiang Dongou filter Manufacturing Co., Ltd. On the morning of July 19th, SMM and the delegation came to the first station Minmetals Salt Lake Co., Ltd.
Enterprise voice
Today, SMM and members of the delegation came to Minmetals Salt Lake Co., Ltd., Minmetals Salt Lake Chairman Hou Zhaofei, Deputy General Manager Ma Pile, Assistant General Manager Tang Faman, General Manager Mu Dongping, and quality Inspection Center Director Kui Chao warmly welcomed SMM and his party. First of all, Minmetals Salt Lake introduces the business development of the company in detail.
Minmetals Salt Lake Co., Ltd. was established in September 2009. it is a company established by Minmetals to comprehensively develop Yiliping Salt Lake resources in order to carry out strategic cooperation with Qinghai Province, with a registered capital of 1.15185 billion. The company is registered in Mangya City, Haixi Prefecture, Qinghai Province, the production plant is located in Yiliping Salt Lake in the middle of Qaidam Basin, the office base is located in Xining City, and the wholly-owned subsidiary Minmetals (Qilian) Development Co., Ltd. is located in Qilian County, Haibei Prefecture, Qinghai Province. The company's main business includes lithium, potassium and other resources mining and lithium carbonate, potash and other products production, sales.
Visit the exhibition hall
Subsequently, SMM and members of the delegation visited the exhibition hall of Minmetals Salt Lake Co., Ltd., to gain an in-depth understanding of the company's development process and industry profile.
Among the domestic companies of Minmetals Group, there are "three most"-the largest factory area, the highest altitude and the hardest project construction conditions. The company has a large lithium mine Yiliping Salt Lake and medium-sized potash mine. Among them, the company's Yiliping lithium mining area is a large comprehensive salt lake deposit dominated by liquid lithium ore and co-existing with boron, potassium, magnesium and other beneficial components. The salt lake type is magnesium sulfate subtype salt lake, with lithium reserves of about 1.8 million tons (equivalent to 1.6 million tons of lithium carbonate), ranking fifth among domestic salt lakes and fourth in Qinghai salt lake. In terms of lithium resource grade, it ranks third in domestic salt lake and second in Qinghai salt lake. In addition, the company has potassium resources reserves of about 17 million tons and boric acid resources reserves of about 900000 tons.
In terms of lithium projects, Minmetals Salt Lake has controlled its full cost within 30,000 yuan, entering the top 80% of the global quantile, and continues to develop and expand major customers and high-quality customers such as German Nano, Bertre, Xiamen Tungsten Industry and Hunan Yuneng. Through unremitting efforts, now Minmetals Salt Lake's market position and share continue to improve, and its output has ranked second in domestic salt lakes.
In recent years, Minmetals Salt Lake has continuously increased its investment in the project. In August 2017, the company's annual output of 200 tons of lithium carbonate products was put off the line, and the 10,000 tons of lithium carbonate project was fully started in March 2018. In September 2018, the company completed the main body of the 10,000 tons / year lithium carbonate project and started a single machine test run. In April 2019, the 10,000 tons / year lithium carbonate project was pre-solidified and entered formal production. After 10 years of hard work, all the projects have been completed on schedule, and the investment is expected to be saved by 260 million yuan, and the production has been reached in an all-round way.
exchange of technical know-how
Representatives of SMM and lithium downstream enterprises had in-depth exchanges on the core competitiveness and future development planning of Minmetals Salt Lake Co., Ltd.
In the communication link, as to the question of "whether the salt lake can directly produce lithium hydroxide", Minmetals Salt Lake replied that the lithium hydroxide market has paid high attention in the near future. The investment of major manufacturers is relatively large, and high nickel will also dominate the growth of ternary materials in recent years. At present, there are also salt lake enterprises studying the extraction of lithium hydroxide directly from brine, perhaps using bipolar membrane method, which is still in the process of experiment, but the environmental protection problems related to production also need to be paid attention to. If large-scale production, it may not be easy to achieve in recent years.
In addition, for "is the recovery rate of lithium extracted from raw halogen really high?" In doubt, Minmetals Salt Lake said that at present, the results of lithium extraction from raw brine of Minmetals have been identified, and the yield of lithium extraction from original halogen is also high. The grade of our raw bittern is higher than that of old bittern. In terms of recovery rate, the recovery rate of old brine in the process of drying in salt field is about 40%. The extraction of lithium from the original halogen saves the drying process, and the recovery rate of 70% can be guaranteed in the later stage of extraction of lithium.
Finally, on the question of "whether the salt lake will stop production in winter", Minmetals Salt Lake said that winter actually does not have much impact on lithium extraction production, but does not rule out the possibility that some enterprises will be affected by local natural gas restrictions. as natural gas needs to be given priority to people's livelihood, it will hinder the production of some enterprises, and brine extraction will affect the yield because of crystallization.
Take a group photo as a souvenir
After visiting the factory, representatives of SMM and lithium downstream enterprises took a group photo with Minmetals Salt Lake Co., Ltd., to increase the deeper cooperation and friendship between them. I believe there will be deeper exchanges and cooperation in the future!
After this visit and research, representatives of SMM and lithium downstream enterprises have a deeper understanding of Minmetals Salt Lake Co., Ltd.'s products, technology and company development, as well as a deeper understanding of the market situation, development trend and existing problems of the lithium industry, and will continue to deepen cooperation with major enterprises to achieve complementary advantages and jointly promote the development of China's lithium industry.
