On the evening of January 24th, Beitri (835185) announced that the company intends to sign the "Cooperation Agreement on the Integrated Base Project of anode Materials for Lithium batteries with an annual capacity of 200000 tons" with the people's Government of Dali Bai Autonomous Prefecture and the people's Government of Xiangyun County, Dali Prefecture. It is proposed to invest in the construction of an "integrated base project with an annual capacity of 200000 tons of lithium battery anode materials" in the Economic and technological Development Zone of Xiangyun County, Dali Prefecture.
According to the announcement, the project is divided into three phases, and the first phase of the project includes an integrated production line with an annual capacity of 50,000 tons of lithium battery anode materials. including plant, production equipment, testing equipment, power equipment, public works (water, electricity, gas, etc.), working capital and so on. The construction period of the first phase of the project is 12 months, with an estimated investment of 2.392 billion yuan, including 1.634 billion yuan in fixed assets and 758 million yuan in working capital.
The second phase of the project includes an integrated production line with an annual output of 50, 000 tons of lithium battery anode materials, and the third phase of the project includes an integrated production line with an annual output of 100000 tons of lithium battery anode materials. The specific progress of the second and third phases of the project will be determined according to the market situation after the first phase of the project is put into production.
According to the data, Bertre was founded in 000009 and is the holding company of Baoan (2000) in China. Its main business includes three major business sectors: lithium-ion battery anode materials, cathode materials and graphene materials, listed on the new third board in 2015, promoted to the new third board selection layer in 2020, and listed on the Beijing Stock Exchange in November 2021.
In addition to this investment, Bertre also carried out a number of overseas investment projects last year, including 50, 000 tons of high-end artificial graphite anode materials, 120000 tons of negative needle coke production line, 80, 000 tons of high-end artificial graphite negative electrode integrated production line, 50, 000 tons of lithium battery high-nickel positive material project and other expansion projects.
In response to questions from investors, China's Baoan said that its subsidiary Beitre currently has a negative capacity of 153000 tons per year, and Bertre arranges its production capacity according to market conditions and customer demand.
In terms of performance, on the evening of January 10th, Bertre disclosed its annual performance forecast for 2021, saying that the company made a profit of 1.35 billion yuan to 1.55 billion yuan in 2021, an increase of 173% Murray 213.44% over the same period last year. The company said that the downstream lithium battery market continued to boom in 2021, the market demand for battery materials further increased, the company's sales of positive and negative materials grew rapidly, and the company's current performance increased significantly compared with the same period last year.
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