On the evening of November 7th, Shida Shenghua (603026), a manufacturer of lithium electric solvents, issued two project announcements that the company plans to build a project with an annual output of 300000 tons of electrolyte and 100000 tons of liquid lithium salt through its subsidiaries, with an estimated total investment of 2.16 billion yuan.
Among them, Shida Wenghua wholly-owned subsidiary Shenghua New Energy Technology (Dongying) Co., Ltd. plans to invest 300000 tons / year electrolyte project. The total investment of the project is expected to be 1.6 billion yuan. The project is built at No. 198 Tongxing Road, Kenli District, Dongying City, Shandong Province, covering an area of 46667 square meters. The construction period is 15 months. It is expected to be completed and put into production in February 2023. The annual output value of the project is 10 billion yuan.
Shi Dashenhua said that at present, the company's main business is the production of carbonate and other series of products. As of September 30, 2021, sales revenue of carbonate and other series of products is mainly 4.153 billion yuan, of which carbonate series products account for 56.36%. At the same time, the company currently has no electrolyte production and sales business. Based on the development needs of the electrolyte industry, the company carries out the construction of electrolyte projects, which will help to strengthen the company's core competitive advantage, enhance the company's profitability, and lay the foundation for the company's long-term development.
In addition, Wintek New Energy, a 51%-owned subsidiary of Shi Dasheng, plans to invest in a 100000-ton / year liquid lithium salt project. The total investment of the project is expected to be 560 million yuan. The project is built at No. 198 Tongxing Road, Kenli District, Dongying City, Shandong Province, covering an area of 50000 square meters. The construction period is 15 months. It is expected to be completed and put into production in February 2023. The annual output value of the project is 3.6 billion yuan.
According to the announcement, the shareholding structure of Wintek New Energy is 51% held by Shandong Shida Shenghua Chemical Group Co., Ltd. Shareholding accounts for 49%. The existing production equipment is as follows: 2000 tons / year solid lithium hexafluorophosphate device. From January to September in 2021, Wintek New Energy achieved an operating income of 184 million yuan, mainly from the sales of lithium hexafluorophosphate, with a net profit of 70.4196 million yuan.
Shi Dashenhua said that at present, Wintek New Energy does not have the production and sales business of liquid lithium salt. Based on the development needs of liquid lithium salt industry, Wintek New Energy carries out the construction of liquid lithium salt project, which will help to strengthen the company's core competitive advantage and enhance the company's profitability.
What is noteworthy is that, in addition to extending the industrial chain, plus the layout of electrolytes and liquid lithium salts, on November 1, Shi Dasheng Huazeng issued an announcement to launch the original main business. The company has signed an investment framework agreement with the Management Committee of Wuhan Chemical Industrial Zone, with a total investment of not less than 1 billion yuan to build an integrated project for the production and R & D of lithium materials. The planned production capacity of carbonate is 220000 tons / year.
To sum up, since November, Shi Dashenhua has planned to invest no less than 3.16 billion yuan to bet on electrolyte-related fields. Everbright Securities recently reported that in the long run, the demand of the electrolyte industry broke out, and the mismatch between supply and demand of high-quality electrolyte may promote the sustained prosperity of the industry.
As a necessary lithium salt for electrolyte, the market of lithium hexafluorophosphate is also high, with the price rising from 300000 yuan / ton in June to 520000 yuan / ton on November 8th.
Battery Network noted that in addition to Shi Dasheng Hua Jiama electrolyte field, there are also two listed companies announced the layout at the same time on November 5:
On November 5th, Huarou soft Technology (002453) announced that Wuxue Odyssey, a wholly-owned subsidiary of Odyssey Chemical, plans to invest 300 million yuan to build a new "annual production capacity of 12000 tons of lithium battery electrolyte additive project", and Cangzhou Odyssey, a wholly-owned subsidiary of Odyssey Chemical, plans to invest 150 million yuan to build an "annual production capacity of 6000 tons of fluorinated vinyl carbonate (FEC) lithium battery electrolyte additive project".
On November 5th, Shenzhen Xinxing (603978) announced that Songyan Metallurgy, a wholly-owned subsidiary of the company, plans to invest 700 million yuan to build a lithium hexafluorophosphate project with an annual output of 15000 tons in the Songyan Industrial Park, Quannan County, Ganzhou City, Jiangxi Province. the construction period of the project is 1.5 years and is planned to be built in four phases.
In addition, on November 5, Tianci (002709) also disclosed the progress of the project with an annual production capacity of 150000 tons of lithium materials. The announcement shows that the plant with an annual output of 60, 000 tons of liquid lithium hexafluorophosphate and the preparation device with an annual capacity of 150000 tons of electrolyte mother liquor have been formally put into operation and have entered the stage of trial production.
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