[12.29Lithium Express] Tianci Materials invest another 820 million to expand the production of electrolyte project | Tianfeng Securities: firmly optimistic that the high prosperity of the lithium plate will continue.

[Yongtai Technology: the lithium salt project of the holding subsidiary has entered the trial production stage] Yongtai Science and Technology announcement, the company's holding subsidiary Shao Wuyong Taigao New Materials Co., Ltd. has officially entered the trial production stage of "lithium hexafluorophosphate project with an annual output of 6000 tons" and "lithium difluorosulfonimide project with an annual production capacity of 400t".

[divine material: the subsidiary of the lithium battery electrolyte project with an annual production capacity of 200000 tons planned to invest 820 million yuan won an industrial land in Quzhou City at a price of 50.56 million yuan] the company intends to set up a wholly-owned subsidiary to invest in the construction of the "annual production of 200000 tons of lithium battery electrolyte project", with a total investment of 820 million yuan. After the project reaches production, it is expected to achieve an average annual operating income of 5.469 billion yuan and an average annual net profit of 298 million yuan. In addition, Zhejiang Tianji, a subsidiary of the company, competed for an industrial land in Dezhou at a price of 50.56 million yuan. The purpose of this bid for the above-mentioned state-owned land use rights is to meet the construction needs of Zhejiang Tianzhi 41000t/a Lithium Ion Battery material Project (Phase I).

[Jinyuan shares: the company's New Jinye Company will plan and layout the recycling business of waste lithium batteries] Jinyuan shares said on the interactive platform that the company is currently actively accelerating the mining and construction progress of the lithium source mining industry. The company New Golden Leaf Company will plan and distribute the recycling business of waste lithium batteries.

[Hunan Haili: plans to acquire Haili Lithium Power 100% equity layout new energy field] Hunan Haili announcement that the company plans to spend 97.7737 million yuan to acquire the 100% equity of Hunan Haili Lithium Technology Co., Ltd., which is held by the company's largest shareholder, Haili Group, and other shareholders. Haili Lithium Power has an annual production capacity of 5000 tons of lithium battery cathode materials (including 4000 tons of lithium manganate), which is the largest integrated R & D and production base of lithium manganate in Hunan Province. This acquisition brings the company into a new business area and is an important measure for the company to lay out the new energy field.

[Batian shares: iron phosphate project plans to start in early 2022 Batian New Energy Company has completed registration] Batian shares (002170) said that the registration of Batian New Energy Company has been completed and related work is under way. The company's iron phosphate project is used for the construction of the original land in Batian, Guizhou Province, and the construction is planned to start at the beginning of 2022. The phosphate rock of the company is located in Guizhou, where the grade is generally high and the content of heavy metals is low.

[Tianfeng Securities: firmly optimistic about the continuation of lithium plate boom] compared to the short-term surge in lithium prices, Tianfeng Securities said that it needs to pay more attention to performance and price persistence. At the same time, for the market concern that the lithium sector is still biased towards cyclical attributes, high prices are difficult to maintain, and earnings at the top of the cycle cannot be valued. Tianfeng Securities believes that as the demand of the new energy industry continues to improve next year, the lithium price center will remain high throughout 22 years. When the market sees that the price of lithium salt remains strong and gradually expects the price to form, it will focus on the performance improvement brought about by the expansion of its own alpha, which is also the logic of referring to the long-term "volume" rather than "price" of the lithium plate. In the dark moment, we are still firmly optimistic about the configuration value of lithium plate next year.

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