Ningde era plans to raise no more than 58.2 billion yuan to invest in lithium power projects | the annual output of lithium carbonate in Qinghai Salt Lake exceeds 90, 000 tons.

Telah Terbit: Aug 13, 2021 10:04
Sumber: SMM
Ningde era plans to raise no more than 58.2 billion yuan to invest in lithium power projects | Qinghai Salt Lake Lithium Carbonate annual production capacity exceeds 90, 000 tons | Longbai Group: plans to build lithium-ion battery materials and ferric phosphate projects | five-day three-board Everest in Tibet: lithium salt lake resources in Argentina have not yet entered the production stage | Mingguan new materials: do not directly produce energy storage batteries and other electrical equipment for the time being | Gongxin The Ministry issued opinions on automobile access management of Intelligent Network Union or increased the cost of operation and maintenance of the enterprise from four aspects.

[salt Lake Lithium extraction Technical problem Qinghai Salt Lake has an annual production capacity of more than 90, 000 tons] Chaerhan Salt Lake, the largest salt lake in China, has proven lithium chloride reserves of more than 12 million tons, which is huge. At present, the output of lithium carbonate in Lanke lithium industry has been increased to 100 tons per day, while the output of Tibetan lithium industry can reach 30 tons per day, but the full-load production is still in short supply. With the continuous maturity of technology, the average cost of lithium extraction industry in salt lake has gradually dropped to 30,000 yuan to 60,000 yuan / ton. Due to the rising price of lithium ore and the increasing cost, it has been close to 60,000 yuan / ton. Therefore, the capacity of lithium extraction from salt lake is growing rapidly, enterprises have expanded production, and the annual output of lithium carbonate in Qinghai Salt Lake has reached more than 90,000 tons.

[Longbai Group: plans to build lithium-ion battery materials and iron phosphate projects] Longbai Group announced that its subsidiary, Henan Longbai New Materials, plans to invest in the industrialization project of lithium-ion battery materials with an annual output of 200000 tons, with a total investment of 2 billion yuan. Henan China carbon New Materials, a subsidiary, plans to invest in the construction of an annual production capacity of 100000 tons of artificial graphite anode materials for lithium-ion batteries, with a total investment of 1.5 billion yuan. The subsidiary Henan Bailey New Energy plans to invest in the construction of a battery material grade iron phosphate project with an annual output of 200000 tons, with a total investment of 1.2 billion yuan; Henan Baili New Materials, a subsidiary, plans to invest in the construction of an annual capacity expansion project of 100000 tons of chlorinated titanium dioxide with a total investment of 700 million yuan. "View details

[Ningde era: drawing up a capital increase of no more than 58.2 billion yuan] the Ningde era disclosed a fixed increase plan, and the total amount of funds raised did not exceed 58.2 billion yuan. Invest in Fuding era lithium-ion battery production base project (new lithium-ion battery annual production capacity is about 60GWh), Guangdong Ruiqing era lithium-ion battery production project phase I (new lithium-ion battery annual production capacity about 30GWh), Ningde era new energy advanced technology research and development and application project (to carry out research and development of new generation power and energy storage battery key material system, Sodium ion battery industry chain key materials and equipment development, etc.) and other 6 projects and supplementary liquidity. Of which 11.65 billion yuan was invested in Jiangsu Times Power and Energy Storage Lithium Ion Battery R & D and production project (Phase IV).

[five-day three-board Tibet Everest: lithium salt lake resources in Argentina have not yet entered the production stage] news on August 12, five-day three-board Tibet Mount Qomolangma issued a stock price change announcement that the company's lithium salt lake resources in Argentina have not yet entered the production stage, and there is still great uncertainty about whether they can be put into production and make profits in the future.

[Mingguan New Materials: do not directly produce energy storage batteries and other electrical equipment for the time being] Mingguan New Materials said on the interactive platform that the soft aluminum plastic film of lithium batteries produced by Mingguan New Materials is mainly used for the packaging of lithium battery products of downstream power / energy storage / 3C digital lithium battery customers, and does not directly produce energy storage batteries and other electrical equipment for the time being.

[the Ministry of Industry and Information Technology issues opinions on intelligent network automobile access management or increase enterprise operation and maintenance costs from four aspects] on August 12, the Ministry of Industry and Information Technology issued the opinions on strengthening Intelligent Network Automobile production Enterprises and Product access Management (hereinafter referred to as the "opinion"). It is required to strengthen automobile data security, network security, software upgrade, functional safety and expected functional safety management to ensure product quality and production consistency. Promote the high-quality development of the intelligent network connection automobile industry. "View details

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
11 menit yang lalu
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
Baca Selengkapnya
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]
[Baterai solid-state: Produksi elektrolit sulfida 70 mt pada Januari-Agustus] Dari Januari hingga Agustus 2026, produksi elektrolit sulfida kumulatif Tiongkok mencapai 70 mt, naik 119,7% YoY, sudah melampaui total setahun penuh 2025 (58,29 mt). Namun, pertumbuhan mengesankan ini menutupi tiga kenyataan pahit: ① Hanya 19,6% dari target perkiraan tahunan (360 mt) yang tercapai; ② Tingkat utilisasi kapasitas pada Agustus hanya 5,82%, dengan kapasitas yang menganggur parah; ③ Harga produk terus merosot (LPSC turun lebih dari 24% dalam satu bulan). Produksi rata-rata bulanan Q4 kemungkinan besar berada di kisaran 11,5-13 mt, dengan total setahun penuh sekitar 118-121 mt, yang merupakan "pendakian solid." Perkiraan tahunan 360 mt, dengan hanya 70 mt yang diselesaikan dalam delapan bulan pertama: kesenjangan antara "peningkatan bertahap" elektrolit sulfida Tiongkok dan kenyataan.
11 menit yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
26 menit yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
Baca Selengkapnya
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
26 menit yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
1 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Baca Selengkapnya
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Menurut Red Metal Resources pada 3 September, proyek Farellon, bagian dari properti tembaga-emas-kobalt Carrizal milik perusahaan di dekat Vallenar, Chili, telah menyelesaikan pengiriman pertama bijih tembaga sulfida, menandai transisi proyek dari tahap pengembangan ke penjualan bijih aktual dan produksi skala kecil. Penyewa dan operator proyek, Minera KMT, mengangkut batch bijih pertama ke fasilitas pemrosesan Vallenar yang dioperasikan oleh perusahaan pertambangan milik negara Chili, ENAMI, pada 20 dan 21 Agustus. Tonggak ini tercapai hanya sekitar tiga bulan setelah para pihak menandatangani perjanjian pertambangan pada bulan Mei, sekitar empat bulan lebih cepat dari jadwal pengembangan awal tujuh bulan. Farellon adalah bagian penting dari properti tembaga-emas-kobalt Carrizal. Pengiriman bijih pertama diharapkan menghasilkan pendapatan royalti bagi Red Metal dan menjadi dasar untuk perluasan lebih lanjut aktivitas penambangan dan pemrosesan. Perusahaan belum mengungkapkan kadar kobalt spesifik, output kobalt, atau tingkat pemulihan untuk bijih yang dikirim. Namun, langkah proyek menuju produksi dan penjualan aktual merupakan perkembangan baru dalam jalur sumber daya kobalt Chili di luar Afrika.
1 jam yang lalu