[1.11 Lithium Express] Huaan Securities said that the lithium industry is still the best track | Yiwei Lithium can participate in the development and utilization of lithium resources in Jiezhaka Salt Lake, Tibet.

Publicado: Jan 11, 2022 09:31
[1.11 Lithium Express] Yong Yongxing material: the resource reserve owned by the company can guarantee the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production. Tianyuan Co., Ltd.: subordinate companies invest in the construction of 900000 tons / year phosphate mining project Luzhong Mine Resources: the LiF technical renovation project which has been expanded to 6000 tons / year has been completed. Li Yi Wei Li Neng: signed a strategic cooperation agreement with Lanxiao Science and Technology to actively participate in the development and utilization of lithium resources in Jieze Chaka Salt Lake, Tibet. Li Greenmei: sign an agreement on the integration of phosphorus resources, chemical industry, new energy materials industry chain with Xin Yangfeng

[Yongxing material: the resource reserve owned by the company can guarantee the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production] Yongxing material said on the interactive platform that the company carries out information disclosure in strict accordance with the provisions of relevant laws and regulations, there is no matter that should be disclosed but not disclosed; the resource reserve owned by the company can guarantee the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production.

[Tianyuan shares: subordinate companies invest 900000 tons / year phosphate mining project] Tianyuan joint-stock announcement, in order to develop new energy battery materials industry, the company plans to rely on infinite mining phosphate resources to build 100000 tons of lithium iron phosphate cathode material integration project. To provide resource guarantee for the integration project of lithium iron phosphate cathode materials. after careful study, the company plans to invest 900000 tons / year Dingjia Phosphate Mine (Phase II) mining project with infinite mining as the main body, with a total investment of 179 million yuan.

[China Mineral Resources: the LiF technical renovation project that has been expanded to 6000 tons / year] China Mineral Resources said on the interactive platform that the company has completed the LiF technical renovation project which has been expanded to 6000 tons / year by the end of 2021. The technical renovation and recovery project of spodumene mining and separation system with an existing capacity of 120000 tons / year in the TANCO Mine of Canada was officially put into production on October 15, 2021 and has basically reached production. None of the above technical renovation projects will affect the original production capacity.

[Yiwei LiNeng: signed a strategic cooperation agreement with Lanxiao Science and Technology to actively participate in the development and utilization of lithium resources in Tibet's Jieze Chaka Salt Lake] Yiwei Lithium Energy announcement signed a "Strategic Cooperation Agreement" with Xi'an Lanxiao Science and Technology New Materials Co., Ltd. The two sides will establish a long-term, stable and close strategic cooperative partnership, carry out in-depth cooperation in the lithium resources industry chain, and actively participate in the development and utilization of lithium resources in Jieze Chaka Salt Lake in Tibet. Lanxiao Technology will encourage all parties involved in the project to give priority to the long-term supply of qualified lithium salt to the company and its designated parties at competitive prices.

[Greenbeauty: sign the integration agreement with Xinyangfeng on the industrial chain of phosphorus resources, chemical and new energy materials] Green Mei announced that the company and Xinyangfeng signed a strategic cooperation framework agreement, decided to combine the superior resources of both sides and jointly invest in the industrial chain of "phosphorus resources-ferric phosphate" new phosphorus chemical and new energy materials. To create a globally competitive "phosphorus chemical resources-lithium iron phosphate material manufacturing-power battery recovery and reuse" new phosphorus chemical new energy materials industry chain. According to the strategic cooperation framework agreement, within two years from 2022, New Yangfeng will take the lead in the development of phosphorus resources, take the lead in investing in the construction of not less than 150000 tons of iron phosphate materials and supporting phosphoric acid basic chemicals, and Greenmei will lead the development of downstream markets and lead the development of lithium iron phosphate manufacturing technology, leading the construction of lithium iron phosphate materials of no less than 100000 tons per year.

[Huaan Securities: high growth and high bearing support upward, lithium industry is still the best race track] Lithium electricity plate has achieved a relatively high increase since last year, and the short-term adjustment is mainly related to trading, New year style and other capital behavior, not fundamental changes; from a medium-and long-term point of view, the lithium industry still maintains a high level of development and is still the best investment track.

Related readings:

The price of lithium carbonate is soaring all the way! Today, it will increase by another 6000 yuan to 308000 yuan! [SMM Express]

The news that the concept of Lithium extraction from the Salt Lake has changed to boost the government of the Tibet City Investment Limited Autonomous region may be an inducement. [hot stocks]

100000 tons of high nickel order! The high nickel faucet with a pre-quadrupled annual performance is bound to "Ning Wang" and its future revenue is guaranteed?

Tibet Mining Industry: the Autonomous region attaches importance to the Company's Salt Lake Development Phase II 12000-ton Lithium Carbonate Project is expected to start in April

The overhaul output of lithium carbonate production line showed a month-on-month increase of nearly 20% compared with the previous month [SMM data]

Tesla handed in the production and marketing answer paper, production and sales increased by nearly 90% in 2021! [SMM analysis]

In November, global sales of new energy vehicles exceeded 5.3 million and China's market share reached 60% [SMM analysis]

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[1.11 Lithium Express] Huaan Securities said that the lithium industry is still the best track | Yiwei Lithium can participate in the development and utilization of lithium resources in Jiezhaka Salt Lake, Tibet. - Shanghai Metals Market (SMM)