At the time when the new energy outlets, the hot downstream demand drove the prosperity of the lithium battery industry chain. Not only is the supply of power batteries in short supply on the market, but also the core materials of lithium batteries are in a hurry.
The upstream raw materials of the lithium battery industry mainly include positive and negative materials, electrolytes, and separators. Among them, the cathode material is the most critical raw material for lithium batteries, which directly determines the safety performance of the battery and whether the battery can be enlarged. It is also the material with the highest proportion of lithium battery cost, accounting for about 40% of the cost of lithium battery cell materials. At present, the cathode materials are mainly lithium manganese oxide and lithium iron phosphate, lithium cobalt oxide and lithium cobalt oxide, and the anode materials are mainly graphite.
Recently, three lithium battery manufacturers distributed in different links have issued investment expansion announcements.
Xinzhoubang plans to build a lithium-ion battery electrolyte and material project in the Netherlands for 1.5 billion yuan
Xinzhoubang issued an announcement stating that it plans to use the wholly-owned Dutch company Xinzhoubang as the main body to invest in the construction of the Dutch Xinzhoubang lithium-ion battery electrolyte and materials project in Muldijk, the Netherlands. The total investment of the project is about 1.5 billion yuan. The project will be constructed in phases. The construction period of the first phase is 3.5 years, and it is expected to be put into operation gradually in the second half of 2024.
Xinzhoubang said that battery chemicals, as an important part of its main business, is one of the core business sectors that Xinzhoubang will focus on in the future. Based on the future development prospects of the new energy automobile industry, Xinzhoubang's deployment of this project in Europe can realize nearby supply to customers, and provide production capacity guarantee for the continuous and rapid growth of Xinzhoubang's battery chemicals business, thereby enhancing the company's overall profitability. In addition, Xinzhoubang set up a company in the Netherlands to build lithium-ion battery electrolyte and material projects, which will form a good synergistic effect with Poland's Xinzhoubang business.
Yiwei Lithium Energy joins hands with Enjie shares to build a production line of lithium-ion battery isolation membranes for 5.2 billion yuan
Yiwei Lithium Energy recently announced that the company intends to establish a joint venture company with Enjie shares in Jingmen, holding 45% and 55% of the shares respectively. The joint venture company will focus on the manufacture of lithium-ion battery isolation membranes and coating membranes, with an annual production capacity of 1.6 billion square meters of wet-process base membranes and coating membranes that fully match the production capacity, and will give priority to Yiwei Lithium Energy and its subsidiaries Supply, the total planned investment of the project is 5.2 billion yuan.
Yiwei Lithium Energy said: The establishment of a joint venture company with Enjie shares this time will integrate the superior resources of both parties, give full play to their competitive advantages, focus on the production of low-cost and high-quality lithium-ion battery isolation membranes and coating films, and give priority to The supply of the company and its subsidiaries is conducive to stabilizing the supply of raw materials, reducing procurement costs, in line with the industrial layout and strategic development plan of Yiwei Lithium Energy, and helping to enhance the core competitiveness and profitability of Yiwei Lithium Energy.
Shanshan shares: plans to build an integrated base project for lithium-ion battery anode materials with an annual output of 200,000 tons
As the "leader of lithium battery materials", Shanshan shares further expanded its bid and spent 8 billion yuan to build an integrated base project for lithium-ion battery anode materials with an annual output of 200,000 tons.
According to the announcement, the board of directors of Shanshan Co., Ltd. agreed that its subsidiary, Shanghai Shanshan Lithium Battery Technology Co., Ltd. will establish a project company in Meishan, Sichuan, and invest in the construction of an integrated base project for lithium-ion battery anode materials with an annual output of 200,000 tons. The planned total investment in fixed assets is about 80 100 million yuan. The total construction period of the project is expected to be 32 months, and it will be constructed in two phases. The investment in the two phases is about 4 billion yuan each, the production capacity is 100,000 tons each, and the construction period is expected to be 16 months each.
Shanshan shares said that after the completion of the project, it will help fill the gap in the production capacity of anode materials in the next few years, quickly respond to customer needs, increase market share, and strengthen the company's leading position.
Source: Mobile Public Account
