Plate changes | Huawei and Xiaomi have invested in solid-state lithium battery R & D and lithium battery industry chain continues to rise.

๊ฒŒ์‹œ๋จ: Mar 29, 2022 13:49
[plate changes | Huawei and Xiaomi invest in solid-state lithium battery research and development industry chain continues to rise] on March 29th, affected by the news that Huawei and Xiaomi (01810) have invested in solid-state lithium battery research and development, the A-share lithium battery plate continues to rise. As of press time, Chuanjinnuo (300505.SZ) is up more than 12%; Xilong Science (002584.SZ) and 603659.SH are up by the daily limit. Yuntianhua (600096.SH), Shengxin Lithium Energy (002240.SZ), Huayou Cobalt Industry (603799.SH) and other stocks rose.

On March 29th, affected by the news that Huawei and Xiaomi (01810) had invested in solid-state lithium battery research and development, the A-share lithium battery plate continued to rise, with Chuanjinuo (300505.SZ) up more than 12% as of press release; Xilong Science (002584.SZ) and Pu Tai Lai (603659.SH) rose by the daily limit; and stocks such as Yuntianhua (600096.SH), Shengxin Lithium Energy (002240.SZ) and Huayou Cobalt (603799.SH) rose.

Recently, Beijing Weilan New Energy Technology Co., Ltd. has undergone industrial and commercial changes, adding a number of shareholders, such as Hubei Xiaomi Yangtze River Industrial Fund Partnership (Limited Partnership) and Huawei affiliated Company Shenzhen Hubble Technology Investment Partnership (Limited Partnership). At the same time, the company's registered capital increased from 58.0368 million yuan to 61.3673 million yuan, an increase of 5.74%. Sky Eye check information shows that Weilan New Energy is a solid-state lithium battery developer.

The agency commented that the solid-state battery has more stable mechanical and chemical properties of electrolyte, and its static and cycle life will be greatly improved. It is insensitive to temperature and can maintain the power of Discharge at the temperature of-50C-200C. It can greatly alleviate the problem of battery capacity decline in winter. At the same time, the energy density has been greatly improved, which is expected to reach 2-10 times that of the current ternary lithium battery, breaking the limit of liquid battery, and is regarded as one of the next generation mainstream battery technology.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
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Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
์—์ฝ”๋ผ ๋กœ์—ดํ‹ฐ์Šค๊ฐ€ 9์›” 2์ผ ๋ฐœํ‘œํ•œ 2026๋…„ ์ค‘๊ฐ„ ์‹ค์ ์— ๋”ฐ๋ฅด๋ฉด, ํšŒ์‚ฌ๋Š” ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์ฝ”๋ฐœํŠธ ์ŠคํŠธ๋ฆผ์„ ํ†ตํ•ด 266ํ†ค์˜ ์ฝ”๋ฐœํŠธ๋ฅผ ์ˆ˜์ทจํ–ˆ๋‹ค. ์ด๋Š” 2025๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ 140ํ†ค ๋Œ€๋น„ ์•ฝ 90% ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค. ์—์ฝ”๋ผ๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด์˜ ์ง€ํ•˜ ์ฑ„๊ตด ์ž‘์—… ์ฆ์‚ฐ์ด ํ˜„์žฌ ์‹ค์งˆ์ ์œผ๋กœ ์™„๋ฃŒ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฝ”๋ฐœํŠธ ๋ฌผ๋Ÿ‰ ์ฆ๊ฐ€์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ์— ํž˜์ž…์–ด, ์ŠคํŠธ๋ฆผ ๋น„์šฉ ์ฐจ๊ฐ ํ›„ ํ”„๋กœ์ ํŠธ ํฌํŠธํด๋ฆฌ์˜ค ๊ธฐ์—ฌ๋„๋Š” ์ƒ๋ฐ˜๊ธฐ์— 1,350๋งŒ ๋‹ฌ๋Ÿฌ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 230% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ํ‰๊ท  ์‹คํ˜„ ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ์ „๋…„ ๋™๊ธฐ ํŒŒ์šด๋“œ๋‹น 16.5๋‹ฌ๋Ÿฌ์—์„œ 28.4๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šนํ–ˆ๋‹ค. ํ•œํŽธ, ๋ฒ ์ผ ๋ฒ ์ด์Šค ๋ฉ”ํƒˆ์Šค๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ์—ฐ๊ฐ„ ์•ฝ 280๋งŒ ํ†ค์—์„œ 380๋งŒ ํ†ค์œผ๋กœ ํ™•์žฅํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๊ด€๋ จ ์˜ˆ๋น„ ํƒ€๋‹น์„ฑ ์กฐ์‚ฌ๊ฐ€ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์€ 2028๋…„๊ฒฝ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. ๋˜ํ•œ ์ด ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„์— ์ง€ํ•˜ ๋ฐ ์ง€ํ‘œ ์‹œ์ถ”๋ฅผ ๊ณ„ํšํ•˜์—ฌ ๊ด‘์‚ฐ ๊ณ„ํš์„ ์ตœ์ ํ™”ํ•˜๊ณ , ์ž์› ํ™•์žฅ์„ ์ง€์›ํ•˜๋ฉฐ, ๊ด‘์‚ฐ ์ˆ˜๋ช…์„ ์—ฐ์žฅํ•  ๊ฐ€๋Šฅ์„ฑ์„ ๋ชจ์ƒ‰ํ•˜๊ณ  ์žˆ๋‹ค. ์—์ฝ”๋ผ๋Š” ๋˜ํ•œ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 3๋ถ„๊ธฐ์—, ๋กฑ ํ•˜๋ฒ„ ์ •๋ จ์†Œ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 4๋ถ„๊ธฐ์— ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
2์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
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SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
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8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
20์‹œ๊ฐ„ ์ „
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
[SMM ๋ถ„์„: 8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„, 4๋ถ„๊ธฐ ๊ธ‰์ฆํ• ๊นŒ?] 8์›” ์ค‘๊ตญ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์€ 7.79ํ†ค์œผ๋กœ ์ „์›” ๋Œ€๋น„ 3.6% ์ฆ๊ฐ€, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 143% ์ฆ๊ฐ€ํ–ˆ๋‹ค. 4๋ถ„๊ธฐ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์ด ๊ธ‰์ฆํ• ๊นŒ? ํ•˜๋ฅ˜ ์ˆ˜์š”๋ฅผ ๊ธฐ์ค€์œผ๋กœ ๋ณผ ๋•Œ ํ˜„์žฌ๋กœ์„œ๋Š” ๊ฐ€๋Šฅ์„ฑ์ด ๋‚ฎ์ง€๋งŒ ์™„๋งŒํ•œ ๋ฌผ๋Ÿ‰ ํ™•๋Œ€๋Š” ์ง€์†๋  ์ „๋ง์ด๋‹ค. ์›”ํ‰๊ท  ์ƒ์‚ฐ๋Ÿ‰์€ 9~10ํ†ค ์ˆ˜์ค€์— ๋„๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, 3๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ์ฆ๊ฐ€ํ•˜๋Š” ์ˆ˜์ค€์œผ๋กœ ํญ๋ฐœ์ ์ธ ๊ธ‰์ฆ์€ ์•„๋‹ ๊ฒƒ์ด๋‹ค.
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Plate changes | Huawei and Xiaomi have invested in solid-state lithium battery R & D and lithium battery industry chain continues to rise. - Shanghai Metals Market (SMM)