On the evening of April 7, Suotong Development (603612) issued an announcement that in order to give full play to its centralized procurement, global procurement advantages and relevant technical experience in the field of petroleum coke, seize the development opportunity of the new energy industry chain, and further improve the company's comprehensive competitiveness, after detailed investigation Decided to invest in Jiabei Industrial Park in Jiayuguan City, Gansu Province to build the first 50, 000-ton project with an annual output of 200000 tons of lithium-ion battery anode materials.
It is reported that the first phase of the 50, 000-ton lithium-ion battery anode material integration project with an annual output of 200000 tons is expected to invest 720 million yuan to build a graphitization furnace with an annual output of 50, 000 tons of lithium-ion battery anode materials and supporting public auxiliary facilities, with an estimated construction period of 12 months.
At the same time, Suotong Development increased its capital by 283 million yuan to Gansu Suotong Shengyuan carbon Materials Co., Ltd., a wholly-owned subsidiary, and used it as the main body of the project to be responsible for the construction of the project.
For the implementation of the anode material project, Suotong development analysis, under the background of "carbon peak, carbon neutralization", countries all over the world are actively developing new energy industry, and lithium-ion battery industry is also one of them. As the main component of lithium-ion battery, the proportion of carbon anode material in the field of lithium-ion battery is increasing year by year because of its low cost and excellent comprehensive performance, and will usher in a rapid development cycle.
Suotong Development believes that there are strong connections and similarities between carbon anode materials and aluminum pre-baked anodes, which are the company's main products, in terms of production raw materials, production equipment, production technology, production technology, etc., as well as the advantages of centralized procurement and global procurement of petroleum coke, which the company has accumulated for a long time in the aluminum carbon material industry, can optimize project construction and operating costs and improve production efficiency for the implementation of the project.
Suotong Development said that the company combines its own advantages, seize the development opportunities in the field of new energy, create new profit growth points, and enhance the company's overall strength and market competitive advantage. this investment is an important measure to implement the company's future strategy and will have a positive impact on the company's development.
According to the White Paper on the Development of China's anode Materials Industry (2022), shipments of anode materials in China reached 779000 tons in 2021, an increase of 86.4 percent over the same period last year. In 2021, global shipments of anode materials reached 905000 tons, an increase of 68.2% over the same period last year. The global share of shipments of negative materials by Chinese enterprises increased from 77.7% in 2020 to 86.1% in 2021. In its white paper, EVTank predicts that China's total shipments of anode materials will reach 2.705 million tons and 7.054 million tons respectively by 2025 and 2030, accounting for more than 90 percent of global shipments.
The development prospect of anode materials is promising, and it has also attracted the continuous increase of existing enterprises and the accelerated layout of new enterprises. since 2022, good news has come from many places in China.
In terms of investment and production expansion, Hunan Yuyu Fuji New Energy Technology Co., Ltd. has an annual output of 150000 tons of lithium-ion battery anode material project in Yulin, Guangxi, with a total investment of about 4.4 billion yuan. Hunan Xin Entropy New Materials Technology Co., Ltd. led the annual production of 50, 000 tons of lithium battery anode material project located in Anxiang County, Hunan Province, with a total investment of about 800 million yuan. China Science and Technology signed an investment cooperation agreement with Haida New Materials and Wangjiang Economic Development Zone. Haida New Materials plans to invest 510 million yuan to build an "annual production base of 100000 tons of negative material powder" in Wangjiang Economic Development area. China Science and Technology Co., Ltd. cooperates with Ningde era to build an integrated project with an annual output of 100000 tons of lithium anode materials in Gui'an New area, with a total investment of 2.5 billion yuan. The integrated base project of lithium battery anode materials with an annual output of 200000 tons has been contracted to Dali, Yunnan. The first phase of the project has an annual production capacity of 50, 000 tons, with an estimated investment of 2.392 billion yuan. Betteri plans to invest in the construction of a 40, 000-ton silicon-based anode material project in Guangming District of Shenzhen City, with a total investment of 5 billion yuan. Baichuan shares plans to issue convertible bonds of no more than 978 million yuan, with an annual output of 30, 000 tons of anode materials, with an estimated total investment of 1.42 billion yuan. Inner Mongolia Snow, a national technology holding subsidiary, plans to invest in Suizhou City, Hubei Province, to invest in the "annual production of 100000 tons of new energy power battery anode materials integration project", with a total investment of about 3 billion yuan. Jinhui Neng plans to invest 150000 tons of graphitization project in Sichuan Tianquan Jinyaneng, plans to invest 3 billion yuan, plans to invest 1.5 billion yuan in Chongqing Jinhui energy 100000 tons negative material project, and plans to build 100000 tons integrated production base; Dongdao new energy annual output of 300000 tons of power and storage battery anode material integration project will soon be settled in Guangdong Leizhou Economic Development Zone, with an investment of 10 billion yuan.
In terms of the start of the project, the Putailai battery anode material and graphite integration project started in Qionglai City, Chengdu, Sichuan Province, with an investment of 8 billion yuan. Jerry's annual production capacity of 100000 tons of lithium battery anode materials started in Gangu County, Tianshui City, Gansu Province, with an estimated investment of 2.5 billion yuan and put into production by the end of the year. Beitai's annual production line with an annual output of 70, 000 tons of artificial graphite anode materials laid the foundation in Shanxi. Jinhuineng (Ya'an) 100000 tons of lithium battery anode materials integrated production base commissioning ignition.
According to the "White Paper on the Development of China's anode Materials Industry (2022)", Bertre continues to maintain a leading position in the field of anode materials, maintaining the first position in the industry in China and even in the world. The shipments of Shangtai Technology will enter the top five of the industry in 2021, and the shipments of Dongdao in Guangdong will enter the eighth in 2021. In addition, Jinhuineng, Inner Mongolia Sanxin and other enterprises shipments growth is also very obvious. Since 2022, with the expansion of a large number of existing enterprises and the entry of new entrants, EVTank expects that the competition pattern of negative material enterprises will continue to adjust.
