On September 22nd, Sirt (002538) announced that it plans to sign a cooperation framework agreement with Rongjie Holdings and AVIC Trust on cooperation in the development of phosphate resources, joint venture production of iron phosphate and lithium iron phosphate products and other related cooperation.
According to the agreement, Sirte transferred the conditions agreed on by Guizhou Lufa, a wholly-owned subsidiary, to Rongjie Holdings in batches, and jointly set up a joint venture company mainly engaged in lithium iron phosphate, a new energy material, and the production of iron phosphate. Lithium iron phosphate company will be 70% owned by Sert (or its designated main body), with an estimated total investment of 2 billion yuan, and the target output of lithium iron phosphate is 50, 000 tons / year, which is achieved in three phases (the target output of the first phase of the project is 10, 000 tons / year, the target output of the second phase of the project is 20, 000 tons / year, and the target output of the third phase of the project is 20, 000 tons / year, totaling 50, 000 tons / year). The iron phosphate company is expected to have a total investment of 1.5 billion yuan, with Sert (or its designated main body) holding 51% of the shares, and the target output of iron phosphate is 100000 tons / year, which will be achieved in two phases.
Lithium Iron Phosphate aims that future product sales should enter at least one of the top three companies in the downstream new energy vehicle battery industry in China, or introduce the aforementioned company to invest in Lithium Iron Phosphate.
Sirt said that the signing of the cooperation framework agreement aims to promote the development and utilization of existing phosphate rock resources, improve the company's phosphorus chemical industry layout, enter the field of new energy materials, and further enhance the company's market competitiveness.
The data show that Sirte is a professional enterprise engaged in the research and development, production and sales of high concentration phosphate and compound fertilizer products, and has relatively sufficient phosphate rock resources. Guizhou Road, which has just acquired full equity in January this year, has found that it has phosphate mining rights of 4.5602 square kilometers in Mingniwan and 8.38 square kilometers in Yongwen. Among them, Yongwen phosphate rock retained resources reserves (160550m) is 104.3 million tons, the average grade (P2O5) is 30.96%; Mingniwan phosphate rock retained resources reserves (332-333-334) totaled 9.5963 million tons. At present, the Mingniwan Mine is in normal production and operation, with an estimated annual production capacity of 800000 to 1.2 million tons; the construction of Yongwen Mine is under intense planning and design, and once the design is completed, it will directly enter the construction stage.
When communicating with investors at the beginning of this month, Sirt said that the development of new energy industry is the future trend. Lithium iron phosphate, as the main raw material for batteries of new energy vehicles in the future, is more environmentally friendly, longer to store electricity, and cheaper. The main raw materials of lithium iron phosphate involve industrial-grade monoammonium phosphate or food-grade phosphoric acid and electronic-grade phosphoric acid, which are also favored by the capital market. However, investment in industrial-grade monoammonium phosphate or food-grade phosphoric acid and electronic-grade phosphoric acid projects have relatively strict requirements in all aspects, and the necessary technical process, site and maneuverability are needed. first of all, high-quality phosphate ore is required on the raw materials; secondly, the project must be built in the chemical park; and it needs the ability to deal with slag and residual acid; it also needs to have the ability to store phosphogypsum and digest phosphogypsum. At present, the company has the conditions for the production of the above products and has been conducting investigation, research and demonstration consultations on the specific issues related to the phosphorus chemical industry.
Battery Network noted that in September, in addition to Sert, two other listed phosphorus chemical companies were also expanding into iron phosphate and lithium iron phosphate:
Sichuan Heng shares (002895) announced that the company signed a framework agreement and cooperation agreement with Guoxuan Group to cooperate in the field of phosphorus battery materials and fluorine battery materials. The two sides plan to jointly plan and build a production line of iron phosphate for batteries with a capacity of not less than 500000 tons per year.
On September 3, Yuntu Holdings (002539) announced that it plans to invest 4.595 billion yuan to build 350000 tons of iron phosphate and its supporting projects in Songzi City, Hubei Province, to expand downward along the "phosphate rock-phosphoric acid-iron phosphate".
The latest data show that on September 22nd, German Nano, Beitri, Peking University first, Guanghua Science and Technology and other companies power lithium iron phosphate quoted for 63000 yuan / ton.
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