[hot stocks] Anada trading titanium dioxide enterprises have cross-border unexpectedly is the layout of this industry!

Anada rose strongly at the start of trading today, and soon sealed the trading limit, with a share price of 17.45 yuan per share.

Anada announced on the evening of August 2 that in view of the future development prospects of lithium iron phosphate market and the comprehensive comparative advantages of Tongling Nayuan, a holding subsidiary, in terms of technology and cost, in order to further enhance economies of scale and profitability, Tongling Nayuan expanded the existing iron phosphate production plant to 50kt/a battery-level nano-iron phosphate production plant in two phases (the first phase will expand the existing production plant to 30kt/a battery-level nano-iron phosphate production plant, and the second phase will build a set of 20kt/a battery-level nano-iron phosphate production plant).

The announcement shows that through the joint efforts of engineers and technicians, the second phase of the 50kt/a battery-level nano-iron phosphate expansion project has been completed and put into production recently, the products have been recognized and used by customers, and customers require continuous supply. In the future, the unit will be further optimized according to the operation of the unit, so that the plant can reach production as soon as possible The project has been completed and put into operation, increasing the iron phosphate production capacity of Tongling Nayuan to 50,000 tons per year.

Recently, new energy vehicles continue to be popular, many titanium dioxide enterprises have cross-border layout of iron phosphate industry. As early as 2013, Anada has been involved in the production of iron phosphate, the company and Sinosteel Group Anhui Tianyuan Technology Co., Ltd. set up a joint venture Tongling Nayuan material Technology Co., Ltd., mainly engaged in the production and sales of iron phosphate products. Recently, Anada said on the investor interactive platform that since the beginning of this year, the lithium iron phosphate market has continued to boom, and the sales price of subsidiary iron phosphate has increased slightly.

Coincidentally, in February this year, another titanium dioxide industry enterprise, China Nuclear Titanium dioxide, announced that the company, through its wholly-owned subsidiary Gansu Dongfang Titanium Industry Co., Ltd. invested 10 billion yuan to build a project with an annual production capacity of 500000 tons of lithium iron phosphate to enter the lithium iron phosphate market. On the evening of August 3, China Nuclear Titanium dioxide announced once again that the company recently formally established the New Materials Research Institute of CNPC original Titanium dioxide Co., Ltd. the research institute will focus on the research of cathode material precursor iron phosphate, cathode material lithium iron phosphate and lithium-ion battery.

In addition, Dragon Python, the leader of the titanium dioxide industry, is also involved in the iron phosphate industry. recently, Dragon Python Bailey issued an announcement on establishing a joint venture with Hubei Wanrun New Energy to build a 100000-ton iron phosphate production line. Henan Baili New Energy Materials Co., Ltd., a subsidiary of the company, plans to set up a joint venture with Hubei Wanrun New Energy Technology Co., Ltd., of which the company subscribed for registered capital of 51 million yuan. Hubei Wanrun subscribed and registered 49 million yuan. The funds of the joint venture will be used to build a production line of 100000 tons of iron phosphate. The ferrous sulfate required for the project is supplied by Xiangyang Dragon Python Titanium Industry, a subsidiary of the company, while Hubei Wanrun New Energy provides technical guidance and sales of iron phosphate products.

With the increasing sales of new energy vehicles, lithium iron phosphate, as one of the cathode materials in batteries, the demand is also increasing.

Citic Construction Investment believes that assuming that the penetration rate of global power plus energy storage lithium iron phosphate reaches 40 per cent in 2025, the global demand for lithium iron phosphate is expected to increase from 130000 tons in 2020 to 2.07 million tons in 2025, with a compound growth rate of 73 per cent. According to incomplete statistics, only the future expansion capacity of domestic iron phosphate and lithium iron phosphate has reached 204.5 and 2.669 million tons respectively, when both supply and demand will break out.

Everbright Securities also said that the policy supports the continuous development of the new energy vehicle industry and promotes the prosperity of the lithium-ion battery industry. Lithium iron phosphate batteries have regained market favor and broad prospects because of their improved safety and quality. Iron phosphate is an important intermediate product in the manufacture of lithium iron phosphate battery. the company's layout of iron phosphate project is not only in line with the strategy of developing to the new energy industry chain, but also open up growth space for the company.