165438+1October 15, Huasheng Lithium Battery (688353. SH) Disclosure: It has signed the Investment Framework Agreement with the Management Committee of Jiangyin High-tech Industrial Development Zone, and plans to set up a joint venture with Suzhou Huaying New Energy Materials Technology Co., Ltd. (hereinafter referred to as Huaying New Energy), a holding subsidiary, to invest in the construction of a cathode material project with an annual output of 200,000 tons of low-energy and high-performance lithium batteries.
It is estimated that the total investment of the project is about 654.38+0.26 billion yuan.
According to public information, Huasheng Lithium Battery landed on the Science and Technology Innovation Board of Shanghai Stock Exchange on July 13, focusing on the research, development, production and sales of electrolyte additives for lithium batteries. Products mainly include electronic chemicals and special silica gel. Customers include BYD, Contemporary Ampere Technology Co., Ltd., Tianci Materials and other lithium-ion star enterprises.
For this time, Huasheng Lithium Battery said that the anode material is one of the most important raw materials for lithium batteries, which mainly affects the capacity, first efficiency and cycle performance of lithium batteries. In the next few years, graphite will remain the mainstream of anode materials. The company plans to rely on its own experience in lithium battery cathode material industry, seize the opportunity of rapid development of new energy industry, improve the technical level, increase the added value of products and enhance the company's competitiveness.
With the increasing popularity of new energy vehicles and the expectation that the lithium battery industry will grow tenfold in ten years, the demand for lithium battery materials, including anode materials, is growing rapidly.
Chang Ke, an analyst of lithium battery materials in Lian Gang, Shanghai, believes that the demand for anode materials is expected to be 6.5438+0.2 million tons this year, and the supply gap is about 300,000 tons. Under the high prosperity of the industry, the field of lithium battery cathode has set off a new wave of expansion.
On June 5438+ 10 this year, Shang Wei Co., Ltd. announced its transformation to the new energy field, and invested in an integrated project of negative electrode materials for power energy storage batteries with an annual output of 200,000 tons, with a first phase of 40,000 tons. In April, the integration project of new negative electrode materials in Jinzhou era, which was co-operated by Contemporary Anpu Technology Co., Ltd. and Jinzhou Petrochemical, started in Jinzhou, Liaoning.
In addition to cross-border, leading companies of lithium battery cathode materials such as Shanshan and Zhongke Electric are also overweight.
On the evening of 10 17, Shanshan co., ltd. announced that it plans to increase its capital by 6 billion yuan for the integrated base project (Phase I) with an annual output of 300,000 tons of lithium-ion batteries to supplement its working capital.
10 days later, Zhongke Electric disclosed that it planned to invest in the construction of an integrated project of cathode materials for lithium batteries with an annual output of 654.38+10,000 tons in Lanzhou New District. The investment in fixed assets of the project is about 2.5 billion yuan, and the annual output of cathode materials is planned to be 654.38+10,000 tons.
Changjiang securities pointed out that the increasing demand for lithium batteries led to the increasing demand for upstream cathode materials. In 20021year, the corresponding demand for cathode materials reached 720,000 tons, and it is estimated that the shipment of cathode materials will be 2.66 million tons in 2025.