[a number of titanium dioxide enterprises lay out a new energy track this year] recently, Longbai Group announced that it intends to invest in the construction of a ferric phosphate project with an annual capacity of 200000 tons of battery materials, an industrialization project of 200000 tons of lithium-ion battery materials and an annual output of 100000 tons of artificial graphite anode materials for lithium-ion batteries. The company said that it will use titanium dioxide by-products such as ferrous sulfate to prepare high value-added ferric phosphate materials, which can be used as the precursor of lithium iron phosphate cathode materials to make lithium battery cathode materials. In addition to Longbai Group, including Anada, medium Nuclear Titanium dioxide and other titanium dioxide enterprises are also accelerating the layout of the "new energy" track.
[Donghua Technology: at present, the company does not have a relevant contract in the field of lithium electricity being executed] Donghua Science and Technology has issued an announcement of changes. Recently, there have been a number of questions about the company's hydrogen energy and lithium electricity related business on the interactive platform, and the related concepts have been widely concerned by the capital market recently. As an engineering company, the company mainly provides engineering design, general contracting and other services for engineering project construction in the fields of chemical industry, infrastructure and environmental governance. At present, the company does not have the relevant contracts in the field of lithium electricity being executed, so investors are invited to pay attention to the investment risks.
[salt Lake shares: no substantive cooperation with Ningde era] Salt Lake shares said on the interactive platform that there is no substantive cooperation between the company and Ningde era at present. The company currently has 10,000 tons of industrial-grade lithium carbonate equipment and 20,000 tons of battery-grade lithium carbonate equipment under construction in Lanke Lithium Industry Co., Ltd. In the layout of lithium industry, in addition to Lanke Lithium Industry Company, the company also cooperates with BYD to build a 30,000-ton battery-grade lithium carbonate project in Salt Lake, which has not yet been actually built.
[Yan'an Bikang: signing a long-term strategic cooperation agreement with Enchem involving the supply and purchase of lithium hexafluorophosphate] on August 13, Yan'an Bikang announced that Jiujiujiu Technology, a holding subsidiary, signed a "long-term Strategic Cooperation Agreement" with South Korea's Enchem Company. The two sides negotiated to determine the supply and purchase of lithium hexafluorophosphate products. Jiujiu Science and Technology promised to supply not less than 432 tons from July 2021 to December 2022, not less than 1200 tons in 2023, and no less than 4800 tons from January 2024 to December 2025.
[Yongtai Technology: 150 million yuan acquisition of Yongtai High-tech 15% equity plus lithium power and other materials business] Yongtai Technology announced that the company plans to buy Yongtai High-tech 15% equity stake held by Yongjing Technology for 150 million yuan. After the completion of the acquisition, the company will hold 75% stake in Yongtai High-tech, and Yongjing Technology will no longer hold Yongtai High-tech stake. According to Yongtai Technology, lithium electricity and other materials are one of the company's key business sectors, and Yongtai Gaoxin is an important carrier of this sector, and the acquisition is conducive to further improving the company's industrial layout.
[lithium mine supply delayed Tesla's home-made battery frustrated] Tesla recently released a report on batteries, making the upstream supply of his batteries once again attract market attention. Not long ago, Australian lithium miner Piedmont (Piedmont) said it would delay the delivery of the first batch of spodumene concentrate to Tesla, and no delivery date has been set.

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