On March 18, Greene Mae (002340) said on the investor interactive platform that the company is mainly engaged in the production and manufacture of cobalt-nickel products and nickel-cobalt ternary materials. generally speaking, it is necessary to prepare strategic raw material inventory for 4-5 months and strategic product inventory for 2-3 months.
According to Greenmei, the company mainly ensures the supply of nickel resources through three ways: recycling power batteries, building a self-built Indonesian nickel resources factory, and signing a long order with the Strategic Mining Company. In 2022, the company is expected to ship 200000 tons of ternary precursors and 60,000-70,000 tons of metal corresponding to the demand for nickel resources. In 2022, the company expects to recover 15000 tons of nickel resources, and the Indonesian nickel resources project will also be put into production in the first half of this year. Together with long orders from mining companies such as Liqin, it will be enough to supply more than half of the company's nickel resources.
It is reported that Greenmei controls 72 per cent of Indonesia's Qingmei Nickel Resources project, with other shareholders Aoyama 10 per cent, CATL Bangpu 10 per cent and Japan Osaka and 8 per cent. The company took the lead in cooperating with Castle Peak to enter the nickel resource base in Indonesia, locking in 500000 tons of nickel resources and enjoying the first batch of nickel dividends. Through cooperation with Aoyama, the company has locked in the guarantee of nickel resources in the next 10 years.
In addition, Greenbeauty has signed medium-and long-term supply agreements with cobalt and nickel resource supply companies such as Glencore, Trafigura, first Quantum, Yongqing Group and other cobalt and nickel resource supply companies, and established a global green supply chain for cobalt and nickel resources.
At present, Grammy has signed orders for the remaining nickel resources for the whole year in the free market, so nickel resources in 2022 are fully guaranteed.
At the same time, based on circular economy, Grammy has obtained nickel resources through recycling, and has established a directional circulation cooperation relationship with Yiwei Lithium Energy and Funeng Technology to ensure the strategic supply of cobalt and nickel raw materials. In 2022, the company plans to recover more than 20000 metal tons of nickel resources and more than 5000 metal tons of cobalt, becoming the main supply of nickel and cobalt resources in 2022.
Grimme expects to recover 250000 tons of waste power batteries and 50, 000 tons of nickel resources in 2025; in the same period, the company's Indonesian nickel resources project production capacity will reach 80, 000 tons / year. As a result, the company's self-sufficiency rate of nickel resources will reach more than 70% by 2025. In 2030, if the company recovers 500000 tons of power batteries, the recovered nickel resources will reach the level of 100000 tons, and the production capacity of Indonesian nickel resources projects will be further increased during the same period. Therefore, through recycling + self-built nickel resource factory + signing a long order with the nickel resource plant, the demand for nickel resource supply can be fully met by the development of the company.
Battery Network noted that the recycling types of Grimm batteries include ternary lithium batteries, lithium iron phosphate batteries, nickel hydrogen batteries and other secondary batteries, as well as primary batteries such as zinc and manganese, which can carry out nationwide effective recovery, cascade utilization and complete resource utilization of power batteries, and build a new energy life cycle value chain of "power battery recovery-cascade utilization-raw material remanufacturing-material remanufacturing-power battery package recycling".
At present, among the 47 enterprises issued by the Ministry of Industry and Information Technology that meet the "industry norms and conditions for the comprehensive utilization of waste power batteries for new energy vehicles", Greenmei occupies three and is in a leading position in the industry. The company has reached strategic cooperation with nearly 500 vehicle manufacturers and battery factories, such as Volkswagen, Daimler Mercedes-Benz, Toyota, Changan, Weilai, Xiaopeng, Yiwei Lithium Energy, Funeng Technology and so on.
