With the hot market of new energy vehicles and power batteries, upstream lithium battery materials have become the focus of this year. In order to ensure the stability and safety of raw material supply, head battery companies have signed material supply orders with the upstream.
In mid-July, Dofudo issued an announcement that recently, the company and BYD, Funeng Technology, Enchem Co.,Ltd. Under separate contracts, no less than 9600 tons of lithium hexafluorophosphate materials will be supplied to the above three enterprises in the next year and a half.
As the leading enterprise of lithium hexafluorophosphate in China, the production capacity of lithium hexafluorophosphate is close to 15000 tons, and the products are in short supply. In order to meet the material needs of downstream electrolyte and battery customers. Recently, polyfluoroduo is adding the capacity planning of lithium hexafluorophosphate.
In mid-July, Duofuoduo announced that it would invest 100000 tons of lithium hexafluorophosphate and 40, 000 tons of lithium difluorosulfonimide (LiFSI) and 10, 000 tons of lithium difluorophosphate, with a total investment of 5.15 billion yuan.
According to the company's future demand for electrolyte and the trend of the continuous development of the lithium battery industry, it is an inevitable requirement for the company to continue to build and increase the production capacity of the products involved in this project, according to the company's future demand for electrolyte and the trend of the continuous development of the lithium battery industry.
Prior to this, the first half of 2021 performance forecast issued by Dofudo shows that thanks to the rise in volume and price of products, the company is expected to achieve a net profit of 270 million-320 million yuan from January to June this year, an increase of 16-19 times compared with the same period last year.
In fact, not only in lithium battery materials, but also in order to lay out the battery demand in the TWh era, polyfluorodo is also actively opening up the frontier in the field of power batteries.
In May this year, Polyfluorodo signed the Lithium Battery Project Investment Framework Agreement with the Nanning Municipal Government and the Qingxiu District Government of Nanning City, and the three parties jointly invested in the establishment of Nanning Project Company to cooperate in the construction of 20GWh lithium battery project and the production of lithium battery and related supporting products.
It is reported that the project will be divided into three phases of construction, the first phase of the production capacity of 5GWH, the second phase of the planned capacity of 5GWH, the third phase of the planned capacity of 10GWh. Among them, the first phase of the project strives to complete the construction of the main project and have the equipment installation conditions by December 31, 2021, and put into production by June 30, 2022.
According to the data of the Power Battery Application Branch, from January to June this year, the installed capacity of power batteries in new energy vehicles is about 350.39MWH, ranking fourth in the domestic soft bag market. With the completion and commissioning of the above projects, the supply capacity of polyfluorodo in the field of new energy vehicle batteries will increase rapidly.
At the same time, in addition to the supply of electric vehicles, with the release of its production capacity and production, its products are also expected to enter small power fields such as electric light vehicles and low-speed vehicles.
