SMM July 26th: 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 July 23, Li Dian's trip to Qinghai, which traveled thousands of miles in the sky, ended successfully. The following is a list of enterprises in this study.
Minmetals Salt Lake Co., Ltd.
On the morning of July 19th, SMM and the delegation came to the first station Minmetals Salt Lake Co., Ltd.
Minmetals Salt Lake Co., Ltd., established in September 2009, is a company established by China Minmetals to carry out strategic cooperation with Qinghai Province and comprehensively develop Yiliping Salt Lake resources. 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.
Li Dian Wanli Xing Qinghai-- the first Station Mineral Salt Lake Co., Ltd.
Qinghai Dongtai Jinel Lithium Resources Co., Ltd.
On the morning of July 20th, SMM and the delegation came to the second stop, Qinghai Dongtai Jinel Lithium Resources Co., Ltd.
Qinghai Dongtai Jinel Lithium Resources Co., Ltd. was established on June 26, 2015 in accordance with the requirements of the Qinghai provincial government on the spirit of resource integration. It is a pilot enterprise for the reform of mixed ownership in Qinghai, with a registered capital of 840 million yuan. The shareholders of the company are Qinghai Taifeng Lithium Energy Technology Co., Ltd. (49.5%), Western Mining Group Co., Ltd. (27%), Qinghai Lianyu Potash Fertilizer Co., Ltd. (20.34%), Qinghai CITIC Guoan Technology Development Co., Ltd. (2.16%). Qinghai State-owned assets Investment Management Co., Ltd. (1%). The company is also the controlling shareholder of Qinghai Lithium Industry Co., Ltd.
"Lithium Power Wanli Xing Qinghai-- the second stop, Qinghai Dongtai Jinel Lithium Resources Co., Ltd.
Jin Kunlun Lithium Industry Co., Ltd.
On the afternoon of July 20th, SMM and the delegation came to the third stop, Jin Kunlun Lithium Industry Co., Ltd.
Kunlun Lithium Industry Co., Ltd. was established on January 17, 2017. it is located on the north side of Hanhai Road, a major industrial base in Kunlun Economic and technological Development Zone, Golmud City, Qinghai Province, covering an area of 1100 mu. It is jointly funded by Dachaidan Dahua Chemical Co., Ltd., Golmud Development and Construction Investment Company and natural persons, with a registered capital of 320 million yuan. The main products of Kunlun lithium industry are Lithium, Lithium Carbonate, Lithium Chloride and Lithium magnesium Alloy and so on.
Li Dian Wanli Xing Qinghai-- the third stop Jin Kunlun Lithium Industry Co., Ltd.
Geermu Zangge Lithium Industry Co., Ltd.
On the morning of July 21, SMM and the delegation came to the fourth stop Golmud Zangge Lithium Industry Co., Ltd.
Golmud Zangge Lithium Industry Co., Ltd. was established in September 2017. The registration place is located at 15-02 Kunlun South Road, Golmud City, Qinghai Province. The company's business scope includes the production and operation of lithium series products (excluding dangerous chemicals and special regulations of the state). Salt lake lithium extraction technology research and development, consulting services. Graphene production and sales. Development, research, production and sales of new energy storage materials.
"Li Dian Wanli Xing Qinghai Chapter-- the fourth stop Golmud Zangge Lithium Industry Co., Ltd.
Qinghai Salt Lake Lanke Lithium Industry Co., Ltd.
On the afternoon of July 21, SMM and the delegation came to Qinghai Salt Lake Lanke Lithium Industry Co., Ltd., the fifth stop.
Qinghai Salt Lake Lanke Lithium Industry Co., Ltd. was registered in Qinghai Market Supervision Administration on March 22, 2007 with a registered capital of 343.3 million yuan. By 2021, through the adjustment of the ownership structure and the increase of capital and shares, the industrial and commercial change of the business license was completed on May 11, the registered capital increased to 517.9 million yuan, and the business term changed from the original 20 years to a long-term. It is a subsidiary of Qinghai Salt Lake Industry Co., Ltd., a regulatory enterprise of Qinghai State-owned assets Supervision and Administration Commission of Qinghai Province. its main business scope is: main lithium carbonate products. Also engaged in lithium chloride, lithium hydroxide, metal lithium, lithium magnesium alloy and other lithium series products research, development, production, consulting and so on.
"Lithium Power Wanli Travel in Qinghai-- the fifth stop Qinghai Salt Lake Lanke Lithium Industry Co., Ltd.
Qinghai CITIC Guoan Lithium Industry Development Co., Ltd.
On the morning of July 22nd, SMM and the delegation came to the sixth stop, Qinghai CITIC Guoan Lithium Industry Development Co., Ltd.
Qinghai CITIC Guoan Lithium Industry Development Co., Ltd. was established in May 2017 with a registered capital of 400 million yuan. Xitai Jinel Salt Lake developed by the company is rich in potassium, lithium, boron and magnesium brine resources, which is a large lithium mine, accompanied by potassium, magnesium, sulfur, boron and other resources. The endowment of mineral resources is in the forefront of the country. Potassium sulfate, lithium carbonate and other products are related to national food and energy security, and the market demand has remained stable for a long time. According to statistics, the comprehensive development project of Xitaijinel Salt Lake can support the annual production capacity of 500000 tons of potash fertilizer, 30, 000 tons of lithium carbonate and 10, 000 tons of refined boric acid.
"Lithium Power Wanli Journey to Qinghai-- the sixth stop Qinghai CITIC Guoan Lithium Industry Development Co., Ltd.
Qinghai Hengxin Rongli Technology Co., Ltd.
On the afternoon of July 22nd, SMM and the delegation came to the seventh stop, Qinghai Hengxin Rongli Technology Co., Ltd.
Qinghai Hengxin Lithium Industry Technology Co., Ltd., established in March 2014, with a registered capital of 65.192744 million yuan, is an enterprise engaged in comprehensive utilization of salt lake resources and technology research and development. the main project is the project with an annual output of 20, 000 tons of lithium carbonate. the project began construction in July 2015 and was officially completed and put into production in November 2017. the main products are industrial-grade lithium carbonate, lithium phosphate and magnesium hydroxide.
"Lithium Power Thousand miles in Qinghai-- the seventh stop, Qinghai Hengxin Rong Lithium Technology Co., Ltd.
After this visit and research, SMM and representatives of downstream lithium enterprises have a deeper understanding of the products, technology and company development of the above enterprises, 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.
