Yiwei Lithium can expand 30GWh production capacity again! It is proposed to put into construction the annual power storage battery project in Jingmen.

Telah Terbit: Aug 6, 2021 14:36
[Yiwei Lithium can further expand 30GWh production capacity! On August 5th, Yiwei LiNeng (300014) announced that the company and the management committee of Jingmen High-tech Industrial Development Zone agreed to establish a strategic cooperative relationship and signed a "strategic investment agreement".

Yiwei LiNeng (300014) announced that on August 2nd, the company and the management committee of Jingmen High-tech Industrial Development Zone agreed to establish a strategic cooperation relationship and signed a "strategic investment agreement."

The agreement includes: benefiting from the vigorous development of new energy vehicles and energy storage industry, Yiwei Lithium Energy and its subsidiaries plan to invest in the new annual 30GWh power storage battery project in Jingmen, specifically the 15GWh logistics vehicle and household energy storage lithium iron phosphate battery project and the 15GWh passenger car ternary battery project.

Yiwei LiNeng said that this cooperation will help the two sides to give full play to their respective resources and advantages, expand the production capacity of power storage batteries, further improve the diversified industrial layout of the company, and promote the development of the company in the lithium-ion power battery market. Enhance the company's influence and comprehensive competitiveness in the new energy industry, in line with the company's development strategic planning and the interests of all shareholders.

The battery network noted that since the beginning of this year, Yiwei LiNeng has begun to expand production frequently, of which several construction and expansion projects have been announced in Jingmen alone:

On August 2, Yiwei LiNeng announced that the company intends to sign a "joint venture agreement" and a supplementary agreement with Enjie, and the two sides intend to cooperate to set up a joint venture company in Jingmen, which will focus on the manufacture of lithium-ion battery separation membrane and coated film. The annual production capacity is 1.6 billion square meters of wet base membrane and the coated film that matches its production capacity, and gives priority to supply to the company and its subsidiaries. The total planned investment of the project is 5.2 billion yuan. The registered capital of the joint venture company is 1.6 billion yuan, of which the designated investor of Enjie shares subscribes 880 million yuan and holds 55% equity in the joint venture company; the company subscribes 720 million yuan and holds 45% equity in the joint venture company.

On July 22, Yiwei LiNeng announced that Yiwei Power, a subsidiary of the company, intends to sign a "contract" with the management committee of Jingmen High-tech Zone. We have respectively invested in the construction of 3GWh cylindrical lithium iron phosphate battery production line and auxiliary facilities project, 0.7GWh cylindrical lithium phosphate battery production line and auxiliary facilities project, 3GWh square lithium phosphate battery production line and auxiliary facilities project, 4GWh ternary square lithium ion battery production line and auxiliary facilities project and 1.5GWhternary square lithium ion battery production line and process testing institute project in Jingmen High-tech Zone. The total investment in fixed assets of the investment project is about 2.45 billion yuan.

On June 10th, Yiwei LiNeng announced that the company and its subsidiaries plan to invest in the construction of a new energy power energy storage battery industrial park with an annual production capacity of 104.5GWh (including the completed capacity 11GWh, the capacity under construction 11GWh and the capacity 82.5GWh to be reinvested in stages) in Jingmen Qiandao District, and introduce the supporting industry of lithium-ion power energy storage battery according to production demand.

Yiwei LiNeng said that the company's investment in Jingmen will help both sides to give full play to their respective resources and advantages, expand battery production capacity, optimize the company's industrial structure, and further promote the company's development in the lithium-ion power battery market. Enhance the company's influence and comprehensive competitiveness in the new energy industry, in line with the company's industrial layout and strategic development plan.

It is understood that Jingmen High-tech Zone is also clearly proposing that in the future, with 100 million Weekly Power, Green Mei, New Zebang and other enterprises as the leader, they will focus on developing power and energy storage batteries based on lithium batteries, make up for the shortcomings of anode materials, diaphragms, and aluminum-plastic films, and strive to improve the whole power battery industry chain. by 2025, the main business income of the power battery industry will reach more than 50 billion yuan.

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
Hak Kobalt Voisey's Bay Ecora Naik 90% YoY pada Semester I seiring Ramp-Up Tambang Bawah Tanah Mendekati Penyelesaian
25 menit yang lalu
Hak Kobalt Voisey's Bay Ecora Naik 90% YoY pada Semester I seiring Ramp-Up Tambang Bawah Tanah Mendekati Penyelesaian
Baca Selengkapnya
Hak Kobalt Voisey's Bay Ecora Naik 90% YoY pada Semester I seiring Ramp-Up Tambang Bawah Tanah Mendekati Penyelesaian
Hak Kobalt Voisey's Bay Ecora Naik 90% YoY pada Semester I seiring Ramp-Up Tambang Bawah Tanah Mendekati Penyelesaian
Menurut hasil interim Ecora Royalties 2026 yang dirilis pada 2 September, perusahaan menerima 266 ton kobalt melalui aliran kobalt Voisey's Bay pada paruh pertama tahun ini, naik sekitar 90% dari 140 ton pada periode yang sama tahun 2025. Ecora menyatakan bahwa peningkatan operasi penambangan bawah tanah di Voisey's Bay kini hampir selesai. Didorong oleh volume kobalt yang lebih tinggi dan harga yang lebih kuat, kontribusi portofolio proyek setelah biaya aliran naik menjadi US$13,5 juta pada paruh pertama, naik 230% dari tahun ke tahun, sementara harga rata-rata kobalt yang direalisasikan meningkat menjadi US$28,4/lb dari US$16,5/lb setahun sebelumnya. Sementara itu, Vale Base Metals sedang mengkaji perluasan kapasitas pemrosesan konsentrator Voisey's Bay dari sekitar 2,8 juta ton per tahun menjadi 3,8 juta ton per tahun. Studi pra-kelayakan terkait masih berlangsung, dengan keputusan investasi akhir ditargetkan sekitar tahun 2028. Proyek ini juga merencanakan pengeboran bawah tanah dan permukaan pada tahun 2026 untuk mengoptimalkan rencana tambang, mendukung perluasan sumber daya, dan berpotensi memperpanjang umur tambang. Ecora juga menyatakan bahwa pemeliharaan terjadwal dijadwalkan di konsentrator Voisey's Bay pada kuartal ketiga dan di kilang Long Harbour pada kuartal keempat.
25 menit yang lalu
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 2 September
16 jam yang lalu
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 2 September
Baca Selengkapnya
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 2 September
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 2 September
Hari ini, harga spot baterai lithium karbonat SMM bergerak lebih rendah dibandingkan hari perdagangan sebelumnya. Kontrak lithium karbonat 2701 dibuka lebih rendah di 157.000 yuan/mt hari ini, kemudian berfluktuasi melemah setelah pembukaan. Pada sesi pagi, diperdagangkan lemah di kisaran 156.000-157.000 yuan, dengan tertinggi intraday 157.800 yuan/mt. Menjelang tengah hari, harga turun cepat ke 153.200 yuan/mt, mencapai titik terendah intraday baru. Sekitar tengah hari, harga bergerak naik turun berulang kali di kisaran 154.000-156.000 yuan. Pada sesi sore, pembeli sempat mendorong harga naik tetapi gagal menembus garis harga rata-rata. Harga melemah lagi di akhir perdagangan, akhirnya ditutup turun 3,2% di 154.800 yuan/mt, dengan open interest turun 9.123 lot. Di pasar spot, pembeli hilir melakukan pembelian saat harga turun sesuai kebutuhan. Pada level 155.000 yuan/mt ke bawah, minat beli pesanan spot dari hilir terus pulih. Di sisi pasokan, seiring harga yang bergerak lebih rendah, minat menjual pesanan spot tetap lemah, dengan beberapa pabrik kimia lithium menahan harga dan menahan penjualan. Secara keseluruhan, permintaan pasar dan transaksi aktual relatif aktif.
16 jam yang lalu
Analisis produksi litium sulfida kelas baterai Agustus: Akankah kuartal IV melonjak? [Analisis SMM]
17 jam yang lalu
Analisis produksi litium sulfida kelas baterai Agustus: Akankah kuartal IV melonjak? [Analisis SMM]
Baca Selengkapnya
Analisis produksi litium sulfida kelas baterai Agustus: Akankah kuartal IV melonjak? [Analisis SMM]
Analisis produksi litium sulfida kelas baterai Agustus: Akankah kuartal IV melonjak? [Analisis SMM]
[SMM Analisis: Analisis Produksi Litium Sulfida Baterai Agustus: Akankah Kuartal IV Melonjak?] Pada Agustus, produksi litium sulfida Tiongkok mencapai 7,79 metrik ton, naik 3,6% MoM dan naik 143% YoY. Akankah produksi litium sulfida melonjak pada kuartal IV? Berdasarkan permintaan hilir, saat ini hal tersebut relatif tidak mungkin terjadi, tetapi ekspansi volume secara moderat akan terus berlanjut. Produksi bulanan rata-rata diperkirakan mencapai kisaran 9-10 metrik ton, sedikit meningkat dari kuartal III alih-alih melonjak secara eksplosif.
17 jam yang lalu
Yiwei Lithium can expand 30GWh production capacity again! It is proposed to put into construction the annual power storage battery project in Jingmen. - Shanghai Metals Market (SMM)