According to the plan, by 2020 China's new energy vehicles will reach 2 million annual sales. It is foreseeable that the demand for power batteries in the next few years is still very large. Insiders expect 2017 China's demand for power batteries will increase to 31GWh, by 2020 the demand for power batteries will reach 125Gwh. With the increase in the demand for power batteries, lithium industry is bound to usher in a large-scale investment expansion trend, the future capital market investment in power batteries will be further accelerated.
2017 lithium in the first half of the four major materials, "suction gold" over 510.33 billion
The global lithium-ion battery market into the high-speed development channel, the domestic lithium battery market to maintain high growth, lithium battery materials will continue to benefit. According to estimates, "thirteen five" period, the domestic average annual growth rate of lithium batteries for more than 25%. Lithium battery upstream cathode material, anode material, electrolyte, diaphragm industry will continue to benefit from lithium battery demand growth.
According to incomplete statistics, the first half of 2017, the domestic ultra-51.33 billion yuan of funds into the four major areas of lithium material.
Cathode material industry "suction gold" exceeded 15.534 billion yuan
"Ternary material and lithium iron phosphate who will become mainstream"? Although the debate has a long history, but the two are still their own advantages in different areas. At present, China's cathode material manufacturers have about 200, the top ten manufacturers accounted for about 70% market share, the remaining small factories many, highly competitive. Benefit from the downstream demand for lithium industry growth, cathode materials enterprises in the competition to survive, through the continuous expansion of production capacity, with a view to improving market share.
Anda Technology invested 1 billion yuan expansion of high-performance lithium-ion cathode material
March 15, 2017, Guizhou Anda Technology Energy Co., Ltd. lithium-ion battery cathode material project started.
It is understood that the project a total investment of 1 billion yuan, plans to be completed in 2020 all. 2018 plans to build a project to produce 15,000 tons of cathode material. After the completion of the project, Anda Technology will achieve an annual output of 50,000 tons of cathode material precursor and an annual output of 45,000 tons of high-performance lithium-ion cathode material production scale, is expected to reach 5 billion yuan annual output value.
Hua Ze cobalt nickel investment 5 billion yuan into the production of new energy battery materials project
April 1, 2017, Hua Ze cobalt nickel announcement that will invest 5 billion yuan for the construction of new energy battery materials project.
It is understood that the project investment recovery period of 8.1 years, the project is completed and put into production will achieve annual sales income of 2.138 billion yuan.
Rong Li Lithuan raised 268 million yuan to buy upstream brine resources enterprises
April 5, 2017, Rongli lithium industry announced that the company to 38 yuan / share price of 706.25 million shares issued successfully to raise funds 268 million yuan. The proceeds will be used to raise funds to the subsidiary Jiujiang Ronghui, Tibet Ronghui, the acquisition of upstream brine resources enterprises, and to supplement the working capital.
Xiangtan Dianhua investment of 29 million yuan put into operation high - performance lithium manganese oxide cathode material
April 9, 2017, Xiangtan Electrochemical Announcement, agreed to hold subsidiary Jingxi Electric invested 29 million yuan to build an annual output of 6,000 tons of high-performance lithium manganese oxide cathode material project, was in June 2017 trial operation.
Yongzheng lithium investment of 102 million yuan to build battery grade lithium hydroxide project
April 1917, by the Zhejiang Quzhou Yongzheng Lithium Technology Co., Ltd. to invest in the construction of battery-level lithium hydroxide lithium carbonate project started foundation.
It is understood that the total area of 12.24 acres of the project, a total investment of 102 million yuan, after the completion of the annual output will reach 5,000 tons.
At present, the project design, equipment orders are in progress.
Tian Qi Li industry investment 1.65 billion yuan to build lithium hydroxide project
April 21, 2017, Tian Qi Lithium issued a notice that will build lithium hydroxide project.
It is understood that the project to chemical grade spodumene concentrate (nominal lithium oxide content of 6.0%) as raw materials, investment 1.65 billion yuan, the project is completed with an annual output of 24,000 tons of lithium hydroxide batteries.
Guodian Electric to build nickel hydroxide cobalt manganese project
April 25, 2017, Guoguang Electric and Tianyuan Group signed a "cooperation framework agreement", the two sides intends to equity investment and other forms of cooperation, investment and construction in Yibin "with an annual output of 20,000 tons of nickel hydroxide cobalt hydroxide / nickel hydroxide Cobalt and aluminum project "and" an annual output of 20,000 tons of nickel cobalt manganese oxide / nickel cobalt aluminate lithium project. "
Sturland invests $ 5 billion to produce phosphate cathode materials
May 4, 2017, Deputy General Manager of Sri Lanka Li Zhigang said, Stran will use the geographical location of Hubei and local phosphorus resources, in central China to establish a positive material production base.
It is understood that the base covers an area of 500 acres, a total investment of 5 billion yuan, divided into three phases in three to five years, the production capacity will reach 100,000 tons, is expected by the end of 2017 a 30,000 tons of phosphate cathode materials will reach Production. Data show that the base construction before the construction of the base in Tianjin has been put into operation in Tianjin, now has an annual output of 10,000 tons of production capacity.
Haopu Rui new energy investment of 1.1 billion yuan to build positive materials project
May 8, 2017, by the Haopu new energy investment in Hohhot Jinshan Hi-tech Industrial Development Zone, the new energy automotive industry park a positive material project officially put into operation.
It is understood that the total investment of 1.1 billion project, the construction of four production plants, all built after the completion of an annual output of 40,000 tons of lithium iron phosphate cathode material, the output value of 3.8 billion.
When the rise of science and technology to invest 105 million yuan to expand the cathode material production line project
May 12, 2017, when the rise of science and technology announcement that will be wholly owned subsidiary of Jiangsu Dangsheng Material Technology Co., Ltd. self-financing, investment and construction of "Jiangsu when the second phase of the new power lithium cathode material production line technological transformation expansion project" The
It is understood that the project will be implemented step by step, the first phase of a total investment of 104 million yuan, will build an annual output of 2,000 tons of new power lithium cathode material production line.
ST million investment 255 million yuan holding company Terry battery
May 14, 2017, ST million to 2.552 billion yuan to subscribe 15.6% stake in Terui Battery.
Data show that Terry battery was established in 2007, the main business of lithium battery cathode material research and development, production and sales, the main products are XC series of lithium iron phosphate, TR series of nickel cobalt manganese oxide and so on.
Wanrun new energy investment of 370 million yuan to build lithium iron phosphate device production line
May 14, 2017, Wanrun new energy investment in the construction of lithium iron phosphate device production line in Hubei Province Yunyang Economic Development Zone trial production.
It is understood that the project investment of 370 million yuan, the project put into production, the annual output of lithium iron phosphate cathode material 10,000 tons, the total industrial output value of up to 1.2 billion.
CITIC large manganese investment of 26 million yuan to build nickel cobalt manganate ternary materials project
June 1, 2017 CITIC large manganese in Guangxi Chongzuo Industrial Park to invest in the construction of nickel cobalt manganate ternary materials project.
It is understood that the project investment 26 million yuan, in three phases of construction. Among them, a phase has been put into operation to produce 523 nickel-cobalt-manganese lithium ternary material products; two will be built in 2018 10,000 tons of nickel-cobalt-manganese ternary ternary material production line to produce 622 nickel cobalt Lithium manganate ternary materials products; three will be achieved in 2020 nickel-cobalt-manganese ternary materials with an annual capacity of 20,000 tons, the new production capacity of the main production of high-nickel ternary materials.
Zhenhua Technology invested 300 million yuan to build ternary material production line project
June 16, 2017, Zhenhua Technology announced that it plans to invest 300 million yuan for lithium-ion battery three yuan material production line project construction (Yilong a), will be completed after the completion of an annual output of 20,000 tons of lithium Power battery ternary material.
Negative material industry "suction gold" super 123.4 billion yuan
Global negative materials show a high degree of centralization. Domestic industry leading enterprises by expanding the production scale of negative materials to strengthen the company's raw materials, bargaining power, improve the efficiency of production equipment and enhance market competitiveness.
Shanghai Pu Taili to invest 5 billion yuan to produce new silicon carbon composite anode material
April 13, 2017, Pu Tai Lai lithium-ion battery materials project 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 pre-planned land. The project mainly includes the development, production and sale of coated diaphragm and anode materials. Pu Tailai also with the Chinese Academy of Sciences in cooperation with the production of new silicon carbon composite anode material, is expected to be completed by the end of this year and put into production.
Po Tailong investment of 680 million yuan to build lithium anode material graphite project
April 28, 2017, Po Tyrone announced the investment in the construction of lithium-ion battery anode material processing projects, including an annual output of 50,000 tons of lithium anode material graphite project and an annual output of 20,000 tons of lithium anode material mesophase carbon microsphere precursor Body project. The total investment of the project is 680 million yuan.
Chint Electric invested 60 million yuan to produce metal lithium alloy materials
May 26, 2017, Chint Electric announced that it intends to 60 million yuan to increase capital in the lithium, its 20% stake.
Data show that the main lithium battery in the lithium battery electrode materials, metal lithium alloy materials, etc., which will be Po Tyrone graphenene battery industry to provide resources to provide land.
Dafu Technology invested 600 million yuan joint venture to produce graphene products
On May 28, 2017, the Company intends to jointly set up a joint venture company with Ruisheng New Energy to form a joint venture company to jointly cooperate with the production, research and development and sale of graphite products such as graphene.
Data show that the new energy has a patented graphite applications, the joint venture company Ruijin new energy to technology holdings accounted for 51%, Dafu Technology invested 600 million yuan in cash holding 49%.
Guoxin Tong Group invested 6 billion yuan to build negative materials and other projects
June 9, 2017, Guoxin Tong Group invested in the construction of power battery anode materials and other projects.
It is understood that the total investment of 6 billion project, planning in three phases of construction. The first phase in 2017 to 2018 completed in the first half, the construction of 70,000 square meters of power batteries and mobile phone battery production line; two to be completed in 2018 to the first half of 2019, the construction of 50,000 square meters; three to 2019 Completed in 2020, the construction of 80,000 square meters.
Lithium diaphragm industry "suction gold" super 20.276 billion yuan
Over the past few years, the high margins of lithium separators have attracted a large number of new entrants, but the new capacity is concentrated in the low-end products, and high-tech barriers to domestic products in the domestic supply far lower than the market demand. Lithium separator business expansion, not only to improve market supply, more technology is to overcome the high-end products in high-tech barriers.
Jin Li new energy investment 700 million yuan to build lithium battery diaphragm project
February 8, 2017, Hebei Jinli new energy investment in the construction of lithium battery diaphragm project put into operation. It is understood that the project investment 700 million yuan, covering 70 acres, after the completion of the production of lithium battery separator 55 million square meters.
Innovative shares invested 5.55 billion yuan acquisition of new materials
May 2, 2017, the innovative shares of 5.55 billion acquisition of Shanghai Enjie New Materials Technology Co., Ltd.. Which raised 800 million yuan of funds for the Zhuhai Enjie five wet production line construction. It is understood that the project will reach an annual output of 420 million square meters.
Ted Industrial invested 250 million yuan to build lithium battery diaphragm coating project
May 9, 2017, Shandong Liaocheng Development Zone and Shandong Liaocheng Ted Industrial Co., Ltd. signed a contract for the TEDA industry plans to invest 250 million yuan to build lithium battery diaphragm coating.
East Gao film production power electric diaphragm automatic production line
May 1917, Donggao membrane production and construction of the power battery diaphragm automatic production line settled in Tianjin Baodi District.
It is understood that the project for the East Gao film two projects, divided into four production lines, after the completion of production capacity will reach 200 million square meters. It is expected that the whole project will be completed by the end of this year.
Golden Crown Electric invested 1.476 billion yuan acquisition ambitious diaphragm
June 20, 2017, Golden Delicious Electric invested 1.476 billion yuan acquisition ambitious diaphragm, the transaction is completed, ambitious diaphragm will become a listed company Golden Delicious electrical subsidiary.
It is understood that ambitious diaphragm has an annual capacity of 110 million square meters, is currently building three projects, production capacity of 9000 square meters, is expected by 2020 its total capacity will increase to 300 million square meters.
Freudenberg invests $ 7.2 billion in battery separator technology
According to media reports, in May 2017, Freudenberg held a press conference in Beijing to strengthen the layout of the battery separator technology in China. The expansion will invest 7.2 billion yuan.
It is understood that, compared with traditional products, Freudenberg's safety diaphragm has obvious advantages. It greatly improves the safety, more heat, thereby increasing the life of lithium batteries. At present, the Freudenberg diaphragm has been tested by high-energy positive system, in the face of the rapid growth of electric vehicles demand and battery energy density needs, Freudenberg diaphragm will effectively improve the reliability and safety.
Lucky film investment 600 million yuan high-performance lithium battery separator into mass production stage
May 26, 2017, Lucky film investment 600 million yuan to build high-performance lithium battery separator into the mass production stage. It is understood that the project began trial in July 2016, the import period of 9 months, the scale of production capacity will reach 40 million square meters.
Sinoma Technology to build a wet lithium battery separator production line
June 26, 2017, Sinoma Technology said that the company invested in the construction of four wet lithium diaphragm production line has been installed two, is entering the commissioning phase, is expected to put into operation in the second half. The other two production lines are expected to put into operation in the first half of next year, all completed, the annual production capacity will reach 240 million square meters.
Star source materials investment 3 billion yuan to build lithium battery diaphragm project
June 28, 2017, Changzhou Xingyuan New Energy Materials Co., Ltd. lithium battery diaphragm project started in Changzhou Economic Development Zone foundation. It is understood that the total investment of the project 3 billion yuan, completed in two phases. A project completed and put into production is expected to produce an annual output of 360 million square meters of lithium battery wet diaphragm and coated diaphragm. After the completion of all projects, will achieve annual sales of 3 billion yuan.
China and Thailand to invest 1.5 billion yuan to build lithium battery diaphragm project
June 30, 2017, Jiangxi China and Thailand Technology Co., Ltd. (referred to as "China and Thailand technology") lithium diaphragm project put into operation in Jiangxi Province.
It is understood that the project covers an area of 118 acres, a total investment of 1.5 billion yuan, three inputs. A phase into the four dry production line; two into the two wet production lines; three according to market demand one after another into a number of wet production lines.
Electrolyte industry "suction gold" super 2.783 billion yuan
Lithium hexafluorophosphate as the electrolyte of the raw material boom continued to increase. With the completion of the implementation of the old order and the signing of new orders, lithium battery electrolyte prices are expected to usher in a wave of price increases. In a favorable situation in the situation, companies have put into operation, in order to catch the ride.
Shanshan new materials to invest 500 million yuan production of lithium hexafluorophosphate
March 9, 2017, Shanshan new energy (Quzhou) Co., Ltd. lithium materials and ancillary equipment project of lithium hexafluorophosphate project cap. It is understood that the project a period of investment 500 million yuan, and ultimately built an annual output of 6,000 tons of lithium hexafluorophosphate and 50,000 tons of lithium-ion battery electrolyte integration project.
Guotai Huarong invested 100 million yuan to build lithium-ion battery electrolyte project
April 26, 2017, Cathay Pacific Huarong building lithium-ion battery electrolyte project settled in Fujian Ningde. It is understood that the total investment of 100 million yuan. At present, the plant is still under construction, the construction period is expected to 1 year.
Zhuhai Zetai raised 1.81 billion yuan to build lithium-ion battery electrolyte project
May 16, 2017, Zhuhai City Wei Electronic Materials Co., Ltd. to raise funds 204 million yuan