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According to the plan, by 2020, the annual production and sales of new energy vehicles in China will reach 2 million. It is foreseeable that the demand for power batteries will remain very large in the next few years. Some insiders expect that the demand for power batteries in China will increase to 31GWh in 2017, and the demand for power batteries will reach 125Gwh by 2020. With the increase in the demand for power batteries, the lithium battery industry is bound to usher in a large-scale investment expansion, and the future investment in power batteries will further accelerate. Let's take a look at the related content with the car electronics editor.

2017上半年锂电四大材料“吸金”超510.33亿0

In the first half of 2017, the four major materials of lithium battery “absorbed gold” exceeded 51.033 billion.

The global lithium-ion battery market has entered a high-speed development channel, and the domestic lithium battery market has maintained a relatively high growth rate, and lithium battery materials will continue to benefit. According to estimates, during the “Thirteenth Five-Year Plan” period, the annual average growth rate of domestic lithium battery demand is more than 25%. The upstream cathode material, anode material, electrolyte and separator industry of lithium batteries will continue to benefit from the growth in demand for lithium batteries.

According to incomplete statistics, in the first half of 2017, there were over 51.033 billion yuan of funds influx into the four major materials of lithium batteries.

The positive electrode material industry "sucks gold" over 15.634 billion yuan

“Who will be the mainstream of ternary materials and lithium iron phosphate?” Although the debate has been around for a long time, the two are still active in different fields with their respective advantages. At present, there are about 200 cathode material manufacturers in China, and the market share of the top ten manufacturers accounts for about 70%. The remaining small factories are numerous and the competition is fierce. Benefiting from the growth of demand in the downstream lithium battery industry, cathode materials companies are striving to survive in the competition and continue to expand their production capacity in order to increase market share.

Anda Technology invests 1 billion yuan to expand production of high performance lithium ion cathode materials

On March 15, 2017, Guizhou Anda Technology Energy Co., Ltd. started the lithium ion battery cathode material project.

It is understood that the total investment of the project is 1 billion yuan and it is planned to be completed in 2020. In 2018, it is planned to complete the first phase of the project, which will produce 15,000 tons of cathode materials. After the completion of the project, Anda Technology will realize the annual production capacity of 50,000 tons of positive electrode material precursor and annual production capacity of 45,000 tons of high-performance lithium ion cathode material. The annual output value is expected to reach 5 billion yuan.

Huaze Cobalt and Nickel Investment 5 Billion Yuan to Launch New Energy Battery Materials Project

On April 1, 2017, Huaze Cobalt and Nickel announced that it will invest 5 billion yuan to build a new energy battery material project.

It is understood that the investment recovery period of the project is 8.1 years, and the annual sales income will reach 2.138 billion yuan after the project is completed.

Ronghui Lithium Industry Raises 268 Million Yuan to Acquire Upstream Halogen Water Resources Enterprise

On April 5, 2017, Ronghui Lithium announced that the company successfully issued 7,062,500 shares at a price of 38 yuan per share, raising funds of 268 million yuan. The funds raised will be used to increase capital to the subsidiaries Jiujiang Ronghui and Tibet Ronghui, acquire upstream brine water resources enterprises, and supplement liquidity.

Xiangtan Electrochemical Investment invested 29 million yuan to produce high performance lithium manganese oxide battery cathode material

On April 9, 2017, Xiangtan Electrochemical announced that it agreed to control the subsidiary Jingxi Electrochemical Investment to build 29 million yuan of high-performance lithium manganese oxide battery cathode material project, which was put into trial operation in June 2017.

Yongzheng Lithium Battery invested 102 million yuan to build battery-grade lithium hydroxide project

On April 19, 2017, the battery-grade lithium hydroxide lithium carbonate project invested and constructed by Zhejiang Yinzhou Yongzheng Lithium Battery Technology Co., Ltd. was laid.

It is understood that the project covers an area of ​​12.24 mu, with a total investment of 102 million yuan. After completion, the annual output will reach 5,000 tons.

At present, project design and equipment ordering are in progress.

Tianqi Lithium Industry invested 1.65 billion yuan to build lithium hydroxide project

On April 21, 2017, Tianqi Lithium announced that it will build a lithium hydroxide project.

It is understood that the project uses chemical grade spodumene concentrate (nominal lithium oxide content of 6.0%) as raw material, with an investment of 1.65 billion yuan. After the project is completed, it will produce 24,000 tons of battery-grade lithium hydroxide per year.

Guoguang Electric Appliances invested in the construction of nickel hydroxide cobalt manganese project

On April 25, 2017, Guoguang Optoelectronics signed a Cooperation Framework Agreement with Tianyuan Group. The two parties intend to invest in the construction of “20,000 tons of nickel hydroxide, cobalt manganese/nickel hydroxide per year” in Yibin through various cooperation methods such as equity investment. Cobalt-aluminum project" and "annual production of 20,000 tons of nickel-cobalt-manganate/nickel-cobalt aluminate project".

Strong invests 5 billion yuan to produce phosphate cathode materials

On May 4, 2017, Deputy General Manager of Lilan, Li Zhigang revealed that Strand will use the geographical location of Hubei and the advantages of local phosphorus resources to establish a cathode material production base in Central China.

It is understood that the base covers an area of ​​500 mu, with a total investment of 5 billion yuan. It will be completed in three to five years in three phases, and the production capacity will reach 100,000 tons. It is expected that the first phase of 30,000 tons of phosphate cathode material will reach the end of 2017. Production. According to the data, the base built by Sterling in Tianjin before the construction of the base has been put into operation, and it has an annual production capacity of 10,000 tons.

Haopurui New Energy invested 1.1 billion yuan to build a positive electrode material project

On May 8, 2017, the first-phase cathode material project of the New Energy Automobile Industrial Park of Hohhot Jinshan High-tech Industrial Development Zone, which was invested by Haupui New Energy, was officially put into operation.

It is understood that the project has a total investment of 1.1 billion yuan and builds four production workshops. After completion, it will build an annual output of 40,000 tons of lithium iron phosphate cathode materials with an output value of 3.8 billion yuan.

Dangsheng Technology invested 105 million yuan to expand the cathode material production line project

On May 12, 2017, Dangsheng Technology announced that it will self-raise funds from Jiangsu Dangsheng Materials Technology Co., Ltd., a wholly-owned subsidiary, to invest in the “Technical Reconstruction and Expansion Project of the New Power Lithium Ion Cathode Material Production Line of Jiangsu Dangsheng Phase II Project” .

It is understood that the project will be implemented step by step. The total investment in the first phase is 104 million yuan, and a new production line of new power lithium battery cathode materials with an annual output of 2,000 tons will be built.

ST Wanli invests 255 million yuan in holding materials company Terry battery

On May 14, 2017, ST Wanli planned to purchase 25.56 million yuan of a 15.6% stake in Terry Battery.

According to the data, Terry Battery was established in 2007. Its main business is the research, development, production and sales of lithium battery cathode materials. The main products are XC series lithium iron phosphate and TR series lithium cobalt cobalt manganate.

Wanrun New Energy invested 370 million yuan to build a lithium iron phosphate plant production line

On May 14, 2017, the production line of lithium iron phosphate plant invested by Wanrun New Energy was put into production in the Fuyang Economic Development Zone of Hubei Province.

It is understood that the project will invest 370 million yuan. After the project is put into production, it will produce 10,000 tons of lithium iron phosphate cathode material annually, and the annual industrial output value will reach 1.2 billion yuan.

CITIC Dameng Investment 26 million yuan to build nickel-cobalt-manganate ternary materials project

On June 1, 2017, CITIC Dameng invested in the construction of lithium nickel cobalt manganese ternary materials project in Guangxi Chongzuo Industrial Park.

It is understood that the project will invest 26 million yuan in three phases. Among them, the first phase has been completed and put into production, mainly to produce 523 type nickel-cobalt-manganese ternary material products; the second phase will build 10,000 tons of nickel-cobalt-manganate ternary material production line in 2018 to produce 622 type nickel-cobalt Lithium manganate ternary materials are the main products; the third phase will achieve an annual production capacity of 20,000 tons of lithium cobalt cobalt manganate ternary materials in 2020, and the newly added capacity will mainly produce high-nickel ternary materials.

Zhenhua Technology invested 300 million yuan to build a ternary material production line project

On June 16, 2017, Zhenhua Technology announced that it plans to invest 300 million yuan for the construction of a ternary material production line for lithium-ion power batteries (Yilong Phase I), which will form an annual output of 20,000 tons of lithium ions. Power battery ternary material.

The negative electrode material industry "sucks gold" over 12.34 billion yuan

The global anode material is highly concentrated. Leading domestic enterprises have strengthened the bargaining power of raw materials of the company's products by increasing the production scale of anode materials, improving the efficiency of production equipment and enhancing market competitiveness.

Shanghai Haotailai invests 5 billion yuan to produce new silicon-carbon composite anode materials

On April 13, 2017, the 璞泰来 lithium-ion battery material project was settled in Jiangsu Zhongguancun Science and Technology Industrial Park.

It is understood that the project plans a total investment of 5 billion yuan, 420 acres of land planned for the previous period. The project mainly includes the development, production and sales of coated diaphragm and anode materials. Yan Tailai also cooperated with the Institute of Physics of the Chinese Academy of Sciences to produce a new type of silicon-carbon composite anode material, which is expected to be partially completed and put into production at the end of this year.

Baotailong invested 680 million yuan to build a graphitization project for lithium battery anode materials

On April 28, 2017, Baotailong announced that it will invest in the construction of anode materials for lithium-ion batteries, including the graphitization project of lithium battery anode materials with an annual output of 50,000 tons and the mesophase carbon microsphere precursor of lithium battery anode materials with an annual output of 20,000 tons. Body project. The total investment of the project is 680 million yuan.

Zhengtai Electric invested 60 million yuan to produce metal lithium alloy materials

On May 26, 2017, Zhengtai Electric announced that it plans to increase its capital by 20 million yuan to obtain a 20% stake in Zhongneng Lithium.

According to the data, Zhongneng Lithium Battery Co., Ltd. is mainly engaged in lithium battery electrode materials and metal lithium alloy materials, which will provide resources for Baotailong graphene battery industrialization.

Dafu Technology invested 600 million yuan to jointly produce graphene products

On May 28, 2017, the company plans to jointly establish a joint venture company with Ruisheng New Energy to jointly develop the production, R&D and sales projects of graphene applications such as graphene.

According to the data, Ruineng New Energy owns patents related to graphite applications. Its joint venture company, Ruineng New Energy, holds 51% of technology holdings, and Dafu Technology invests 600 million yuan in cash holdings of 49%.

Guoxintong Group invested 6 billion yuan to build anode materials and other projects

On June 9, 2017, Guoxintong Group invested in the construction of power battery anode materials and other projects.

It is understood that the total investment of the project is 6 billion yuan, and the plan is divided into three phases. The first phase will be completed in the first half of 2017 to 2018, building a 70,000 square meter power battery and mobile phone battery production line; the second phase is planned to be completed in the first half of 2018 to 2019, with a construction of 50,000 square meters; the third phase is planned to be 2019 It will be completed in 2020 and will build 80,000 square meters.

Lithium battery industry "sucks gold" over 20.276 billion yuan

In the past few years, the high gross profit margin of lithium-ion separators has attracted a large number of new entrants, but new production capacity is concentrated in the low-end products, and high-tech barriers make domestic supply of high-end products far below market demand. The expansion of lithium-ion diaphragm companies is not only to increase market supply, but also to overcome high-tech barriers in high-end products through technology.

Jinli New Energy invested 700 million yuan to build lithium battery separator project

On February 8, 2017, the lithium battery separator project invested by Hebei Jinli New Energy was put into operation. It is understood that the project has an investment of 700 million yuan and covers an area of ​​70 mu. After completion, it can produce 55 million square meters of lithium battery separator.

Innovative shares invested 5.55 billion yuan to acquire Enjie new materials

On May 2, 2017, the company invested 5.55 billion yuan to acquire Shanghai Enjie New Material Technology Co., Ltd. Among them, 800 million yuan was raised for the construction of 5 wet production lines in Zhuhai Enjie. It is understood that the first phase of the project will have an annual output of 420 million square meters.

Taide Industrial invested 250 million yuan to build lithium battery separator coating project

On May 9, 2017, Shandong Liaocheng Development Zone signed a contract with Shandong Liaocheng Ted Industrial Co., Ltd., and signed a contract for Ted Industrial to invest 250 million to construct lithium battery separator coating.

Dongpu film production power electric diaphragm automatic production line

On May 19, 2017, the automated battery separator production line of Dongpu Membrane was put into operation in Tianjin Baodi District.

It is understood that this production project is the second phase project of Dongpu Membrane, which is divided into 4 productions.

2017上半年锂电四大材料“吸金”超510.33亿1 [1] [2] 2017上半年锂电四大材料“吸金”超510.33亿2

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