[2.9Lithium Express] Ganfeng Lithium Industry Mt Marion spodumene project capacity will be expanded. China Mineral Resources acquires stake in Zimbabwe Bikita Lithium Mine.

게시됨: Feb 9, 2022 09:53
[2.9 Lithium Express] Zhonghua Mineral Resources: proposed acquisition of stake in Zimbabwe's Bikita Lithium Mine for US $180 million The capacity of: Mt Marion spodumene project of Ganfeng Lithium Industry will be reformed and expanded. Li Tianhua Super Clean: it is proposed to raise no more than 4.6 billion yuan to invest in the construction of lithium hydroxide project. Jin Yuan Co., Ltd.: sign a strategic agreement with Shanda Qili to carry out cooperation such as recycling of waste lithium batteries Li Greenmei: comprehensively focus on the development of new energy business with ternary precursors, cobalt tetroxide and power battery recycling as the main body.

[China Mineral Resources: plans to acquire a stake in Zimbabwe's Bikita Lithium Mine for US $180 million] China Mineral Resources announcement, a wholly-owned subsidiary of Hong Kong rare Mineral Resources, intends to acquire a combined stake in Afmin100% and Amzim held by AMMS and SAMM at a benchmark consideration of US $180 million in cash. Currently, the underlying Afmin and Amzim hold a combined 74% interest in Bikita, and Bikita's main asset is the Bikita lithium project in Zimbabwe. Bikita is implementing internal restructuring and share repurchase cancellation. If the final internal restructuring is approved by the government and the share repurchase write-off is completed, the company will hold 100% equity and related claims of Bikita. Bikita lithium ore project is in the production stage, the main products are technical grade lithium feldspar concentrate and cesium garnet concentrate with high grade and low impurity.

Ganfeng Lithium Industry: Mt Marion spodumene project capacity will be technical renovation and expansion] Ganfeng Lithium Industry announcement, the company and its wholly-owned subsidiary Ganfeng International have agreed that PMI will provide the company with spodumene underwritten in the Mt Marion spodumene project, and the company will process it into lithium compound products agreed by both parties, and the company will be responsible for sales. Recently, the company was informed by RIM that the management of RIM is considering the technical transformation and expansion of the capacity of the Mt Marion spodumene project by optimizing the production process and developing contact minerals. The expansion project is initially expected to be put into production in the second half of 2022, and the original production capacity is expected to increase by 10-15%. In addition, the contact mine production capacity will be increased, and it is expected to increase the production capacity by an additional 10-15%. The specific expansion scale depends on the results of process optimization and the actual situation of contact minerals. "View details

[Tianhua ultra-clean: planning to raise no more than 4.6 billion yuan] Tianhua super-clean announcement, proposed to raise no more than 4.6 billion yuan, for Sichuan Tianhua Times Lithium Energy Co., Ltd. annual production of 60, 000 tons of battery-grade lithium hydroxide construction project, Yibin Weineng Lithium Industry Science and Technology Co., Ltd. annual output of 25000 tons of battery-grade lithium hydroxide project, acquisition of Yibin Tianyi Lithium Industry Science and Technology Co., Ltd. 7% equity and supplementary liquidity.

[Jinyuan shares: sign a strategic agreement with Shanda Qili to carry out cooperation in the recycling of waste lithium batteries] Jinyuan shares announced, signed a "strategic cooperation agreement" with Shanda Qili to expand the recycling network of waste lithium batteries in urban areas, carry out cooperation in recycling, echelon reuse and recycling of waste lithium batteries, and promote the development of waste lithium battery recycling industry.

[002340.SZ: a comprehensive focus on the development of new energy business dominated by ternary precursors, cobalt tetroxide and power battery recycling] Greenmei (Grimme) said on the investor interactive platform on February 8th that the company comprehensively focused on the development of ternary precursors, cobalt tetroxide and power battery recycling as the main new energy business. Based on the company's world-leading R & D and production capacity of high-nickel precursors, the company achieved mass production and shipment of more than 811 high-nickel cathode materials in 2018. At the same time, the company has broken through the key technologies of new generation precursors, such as quaternary precursors, ultra-high nickel and low cobalt precursors, core-shell technology precursors, the magnetic foreign body level of high nickel ternary precursors has fully reached the PPb level, and the magnetic foreign body content of mainstream products is less than 1ppb, ranking among the top quality in the world.

[Huayou Cobalt Co., Ltd.: Ruiyou Investment Company is still in the reserve stage for the early layout of lithium resources for the company.] Huayou Cobalt Industry said on the interactive platform that the Ruiyou Investment Company with shares in the company is still in the reserve stage for the early layout of lithium resources.

Related readings:

Lithium carbonate jumped 8000 yuan today! The average price of lithium hydroxide broke through the 300000 yuan mark in one fell swoop. [SMM Express]

Tianqi lithium industry post-holiday share price plunged twice! Here comes the refutation of the rumors of the two "bad attacks"!

The price of cobalt and lithium is expected to reach a new high after the Spring Festival [SMM analysis]

Positive enterprises may be forced to reduce production due to shortage of raw materials during the Spring Festival in February [SMM analysis]

Illustrating the evolution of "intermediate" to cobalt salts takes you to understand the past and present lives of cobalt salts [SMM analysis]

Zijin Mining plans to spend US $380 million to set up Lithium Plant in Argentina

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
SMM 데일리 리뷰: 9월 2일 탄산리튬 현물 가격 하락
13시간 전
SMM 데일리 리뷰: 9월 2일 탄산리튬 현물 가격 하락
더 보기
SMM 데일리 리뷰: 9월 2일 탄산리튬 현물 가격 하락
SMM 데일리 리뷰: 9월 2일 탄산리튬 현물 가격 하락
오늘 SMM 전지급 탄산리튬 현물 가격은 전 거래일 대비 소폭 하락했다. 탄산리튬 2701 계약은 오늘 157,000위안/톤에 낮게 개장한 후 하락세를 보였다. 오전 장중 156,000~157,000위안 구간에서 약세 흐름을 보였으며, 장중 고점은 157,800위안/톤이었다. 정오 무렵 153,200위안/톤까지 급락하며 장중 신저가를 기록했다. 정오 전후로 154,000~156,000위안 구간에서 등락을 반복했다. 오후 장에서는 매수 세력이 일시적으로 가격을 끌어올렸으나 평균 가격선을 돌파하지 못했다. 장 후반 다시 약세를 보이며 결국 3.2% 하락한 154,800위안/톤에 마감했고, 미결제약정은 9,123계약 감소했다. 현물 시장에서는 하류 업체들이 필요에 따라 저가 매수에 나섰다. 155,000위안/톤 이하에서는 하류의 현물 주문 매수 의향이 계속 회복되었다. 공급 측면에서는 가격이 하락함에 따라 현물 주문 판매 의향이 여전히 약했으며, 일부 리튬 화학 공장은 가격을 고수하며 판매를 보류했다. 전반적으로 시장 문의와 실제 거래는 비교적 활발했다.
13시간 전
8월 배터리급 황화리튬 생산 분석: 4분기에 급증할까? [SMM 분석]
14시간 전
8월 배터리급 황화리튬 생산 분석: 4분기에 급증할까? [SMM 분석]
더 보기
8월 배터리급 황화리튬 생산 분석: 4분기에 급증할까? [SMM 분석]
8월 배터리급 황화리튬 생산 분석: 4분기에 급증할까? [SMM 분석]
[SMM 분석: 8월 전지급 황화리튬 생산 분석, 4분기 급증할까?] 8월 중국 황화리튬 생산량은 7.79mt으로 전월 대비 3.6%, 전년 동기 대비 143% 증가했다. 4분기 황화리튬 생산량이 급증할까? 하류 수요로 볼 때 현재로서는 가능성이 비교적 낮지만 완만한 물량 확대는 지속될 것이다. 월평균 생산량은 9~10mt 수준에 도달할 것으로 예상되며, 3분기 대비 소폭 증가하는 수준이지 폭발적으로 급증하지는 않을 것이다.
14시간 전
[SMM 단신] Albemarle, Wodgina 스포듀민 정광 경매 완료... CIF 중국 기준 US$2,307/dmt
16시간 전
[SMM 단신] Albemarle, Wodgina 스포듀민 정광 경매 완료... CIF 중국 기준 US$2,307/dmt
더 보기
[SMM 단신] Albemarle, Wodgina 스포듀민 정광 경매 완료... CIF 중국 기준 US$2,307/dmt
[SMM 단신] Albemarle, Wodgina 스포듀민 정광 경매 완료... CIF 중국 기준 US$2,307/dmt
SMM 9월 2일: Albemarle는 오늘 자사 Wodgina 광산의 스포듀민 정광에 대한 새로운 입찰을 완료했습니다. 입찰 물량은 15,840건조톤이며, ±10%의 수량 허용 오차가 적용됩니다. 최종 거래 가격은 US$2,307/dmt CIF 중국으로 보고되었으며, Li₂O 6% 기준으로 표준화되었습니다. 화물 가격은 중국 전장항 CIF 기준이며, VAT는 제외됩니다. 결제 조건은 선불 현금 결제로, 9월 8일까지 대금 수령이 완료되어야 합니다.
16시간 전
[2.9Lithium Express] Ganfeng Lithium Industry Mt Marion spodumene project capacity will be expanded. China Mineral Resources acquires stake in Zimbabwe Bikita Lithium Mine. - Shanghai Metals Market (SMM)