Among them, Yongxing Materials Company, a leading mica lithium extraction enterprise, made it clear that its Jiangxi Yongxing new energy lithium carbonate smelting production line in Yifeng County, Yichun was temporarily suspended due to environmental investigation. Anzhong Co., Ltd. and Kanglongda Technology Co., Ltd. said that the reason why Jiangxi Lingneng Lithium Industry, controlled by the former, and Jiangxi Tiancheng Lithium Industry and Jiangxi Xiecheng Lithium Industry, controlled by the latter, stopped production was to cooperate with the infrastructure upgrading of Yichun shanggao county High-tech Industrial Park (Mei Jia Road Reconstruction Project).
However, this consistent expression of "building roads" has attracted many associations and speculations.
On February 5th, 65438, the relevant person in charge of the Environmental Protection Bureau of shanggao county Government in Yichun told this newspaper that the Environmental Protection Bureau had not issued a production suspension document to the lithium salt company in shanggao county, and the two holding companies also said that the situation would be subject to the announcement. However, the newspaper learned from sources that the most likely reason for the suspension of production of many lithium salt companies in Yichun is still the recent serious heavy metal pollution (tantalum exceeding the standard) in Jinjiang, Gao 'an City under Yichun's jurisdiction, and the lithium salt company located in the upper reaches of Jinjiang has been asked to suspend production temporarily to cooperate with the environmental investigation.
According to the announcement issued by Yongxing Special Materials Technology Co., Ltd. (hereinafter referred to as "Yongxing Materials"), Gao 'an City, Jiangxi Province found that the water quality of Jinjiang water source was abnormal in daily monitoring, and the ecological and environmental protection departments were conducting investigations in the upstream and downstream. Jiangxi Yongxing Special Steel New Energy Technology Co., Ltd. (hereinafter referred to as "Yongxing New Energy"), a subsidiary, temporarily stopped production of lithium carbonate smelting production line to cooperate with environmental investigation.
It is understood that Yongxing New Energy was established on 20 17, which is the main implementation platform of Yongxing Materials' lithium-ion new energy business. From June 5438 to September 2022, Yongxing Materials achieved a sales volume of lithium carbonate of 1.38 million tons, and the new energy business of lithium batteries realized a net profit attributable to shareholders of listed companies of 4.032 billion yuan. From June 5438 to September 2022, the net profit of Yongxing Materials was 4.2765438 billion yuan, and the income from new energy business of lithium batteries accounted for nearly 95%.
Yongxing Materials said that except for the lithium carbonate smelting production line, Yongxing New Energy's other businesses are operating normally. In view of the fact that it is not yet possible to determine the specific time for the lithium carbonate smelting production line to resume production, the specific impact of this temporary suspension on the company's performance is still unpredictable.
On February 3, 65438, Zhejiang Kanglongda Special Care Technology Co., Ltd. announced that its holding subsidiaries, Jiangxi Tiancheng Lithium Industry Co., Ltd. (hereinafter referred to as "Tiancheng Lithium Industry") and Jiangxi Xiecheng Lithium Industry Co., Ltd. (hereinafter referred to as "Xiecheng Lithium Industry"), planned to temporarily stop production due to equipment maintenance and facility maintenance, and at the same time, to cooperate with the infrastructure upgrading and reconstruction of shanggao county High-tech Industrial Park (Mei Jia Road Reconstruction Project).
Among them, the main product that Tiancheng Lithium stopped production was lithium sulfate solution, and the main product that Xiecheng Lithium stopped production was lithium carbonate. According to the disclosure, the capacity planning of the lithium sulfate solution production line of Tiancheng Lithium Industry can be converted into 654.38+0 million tons of lithium carbonate/year, while Xiecheng Lithium Industry currently has a project with an annual output of 6,000 tons of lithium carbonate and 6,000 tons of lithium hydroxide transferred from Tiancheng Lithium Industry.
According to the announcement of Kanglongda, the equivalent output of lithium carbonate in Tiancheng Lithium Industry from June 205438 to September 2022 was 2,930 tons. The holding subsidiary temporarily stops production, and it is estimated that the equivalent production of lithium carbonate will be reduced by about 25 tons per day. At present, it is impossible to accurately predict the overall income and financial impact.
According to the latest announcement of Anshan Heavy Mining Machinery Co., Ltd. (hereinafter referred to as "Anzhong"), Jiangxi Lingneng Lithium Industry Co., Ltd. (hereinafter referred to as "Lingneng Lithium Industry"), which holds Sun Company, is expected to reduce the output equivalent to lithium carbonate by about 20 tons every day, and the income impact is about 1 1 ten thousand yuan/day.
At the beginning of this year, Lingneng Lithium invested in the first phase of the battery-grade lithium carbonate production line project with an annual output of 6.5438+0 million tons. After two months of equipment debugging, the project has been put into production and the products have been sold.
According to the estimation of Shanghai Nonferrous Metals Co., Ltd., the duration of the state of emergency is uncertain. If it is estimated by pessimistic expectation, it will bring about the impact of 3,000-4,000 tons of lithium carbonate equivalent. Judging from the impact on the spot market of lithium carbonate, the downstream purchasing demand has been weakening in recent days, and the downward trend of lithium price is obvious. However, under the influence of this emergency, it is expected that the market price of lithium salt will show a steady and declining trend.
It is urgent to standardize the disposal of lithium mine waste.
This time, a number of lithium salt enterprises stopped production, so that the safe production of lithium salt once again surfaced. 165438+1On October 25th, an announcement issued by Gao 'an City, Jiangxi Province showed that during daily monitoring, the local water quality in Jinjiang was abnormal, and the ecological and environmental protection departments were conducting investigations in the upstream and downstream.
Gao 'an is a county-level municipality directly under the jurisdiction of Yichun, and Jinjiang is the largest river in Gao 'an. Originated in Yuanzhou District of Yichun City, it flows through seven counties and cities: Yuanzhou, Wanzai, Shanggao, Yifeng, Gao 'an, Xinjian and Fengcheng. It is the main water source for residents in counties (cities) such as Shanggao and Gao 'an.
According to sources, the heavy metal pollution in the Gao 'an section of Jinjiang is serious, and the Jiangxi provincial government has sent relevant investigation teams to the local area for on-the-spot investigation.
Among the lithium salt companies that stopped production this time, the lithium salt production line of Yongxing Materials Subsidiary is located in Yifeng County, and the lithium salt production lines of Kanglongda and Anzhong Co., Ltd. are located in shanggao county, both of which are located in the upper reaches of Gao 'an River Basin in Jinjiang.
In recent years, Yichun, Jiangxi Province is famous for its rich lepidolite ore. With the increasing sales of downstream new energy vehicles and the continuous expansion of power battery output, many enterprises have come to Yichun to look for lithium, and Yichun has repeatedly played a clear banner of vigorously developing the lithium battery industry and building Asia's "lithium capital".
According to the figures released by Yichun municipal government, the annual output of lithium carbonate in Yichun in 20021year was 8 1000 tons, which was more than a quarter of the national total output. It is estimated that by 2025, the output of Yichun lepidolite concentrate and lithium carbonate will reach 7 million tons and 500,000 tons respectively.
However, the waste residue produced in the process of ore smelting has gradually become a hidden danger. Insiders pointed out that due to the low lithium grade of lepidolite project, a large number of wastes (including tailings, tailings and lithium feldspar powder) were produced, which posed a great challenge to the subsequent consumption treatment. According to the current method of extracting lithium from mica, 150-200 tons of raw ore can produce 1 ton of lithium carbonate (the difference comes from the different grade of lithium). The planned output of lithium carbonate in Yichun in 2025 is 500,000 tons, and it is estimated that it will generate10 million tons of waste.
Earlier, some media reported that Yifeng, Shanggao and Gao 'an, where Jinjiang flows, have lithium battery enterprises and ceramic building enterprises all over the two sides. Due to the soaring price of lithium carbonate and the sluggish ceramic industry, a considerable number of ceramic enterprises have transformed into lithium carbonate industry. According to the previously published data, the conversion of lithium slag in Yichun area has involved more than 20 ceramic factories and more than 50 production lines.
In August this year, the Second Ecological Environmental Protection Inspector Group of Jiangxi Province gave feedback to Yichun City, pointing out that some outstanding ecological and environmental problems in Yichun City need to be solved urgently, including incomplete rain and sewage diversion in some lithium battery enterprises, irregular storage management of mineral processing tailings and smelting lithium slag, and great ecological and environmental risks. The inspector asked Yichun City to strengthen the supervision of industrial enterprises in accordance with the law, and do a good job in the ecological and environmental protection of lithium battery new energy industry with a high starting point and high standards.
Just ten days before 1 1, Yichun Bureau of Ecology and Environment issued the Notice on Suspending the Approval of Lithium Slag Roasting Project in Ceramic Factory. The notice pointed out that there are many hidden dangers in the lithium battery industry chain enterprises in this city, and the projects approved by the ceramic factory in the name of secondary lithium extraction from lithium slag have certain environmental risks. In order to prevent and control risks, the approval of such projects is suspended.
In addition, the notice also pointed out that in principle, except Yifeng, Fengxin, Yuanzhou and other places, Yichun "other counties and cities will no longer add lepidolite mineral processing projects". Yifeng, Gao 'an and other places should attach great importance to the disposal of feldspar powder produced by concentrator and lithium slag produced by lithium carbonate enterprises, and speed up the construction of lithium slag disposal site. For lithium slag that enterprises can't handle, they should be treated temporarily and developed and utilized when conditions are ripe.