国轩20GWh电池项目全面运营

Core Viewpoint - The article highlights the rapid progress of the Yichun Guoxuan battery project, which is a significant investment in the lithium battery industry, showcasing the establishment of a complete industrial chain from resource extraction to battery production and recycling [3][4]. Group 1: Yichun Guoxuan Battery Project - The Yichun Guoxuan battery project is the first 10 billion yuan project introduced in Yichun, with significant milestones achieved since its signing in February 2021, including the completion of the first phase with a 10GWh production line in May 2022 and the recent unveiling of the second phase on November 30, 2023 [3][4]. - The total investment for the second phase of the Yichun Guoxuan battery project is 5.15 billion yuan, aiming for a production capacity of 20GWh per year, which, combined with the first phase, brings the total capacity to 30GWh per year [3][4]. Group 2: Industrial Chain Development - Guoxuan has established a complete industrial chain in Yichun, including resource mining, lithium carbonate extraction, and battery manufacturing, through the formation of several subsidiaries [4][6]. - The Yichun Guoxuan Mining Company has secured mining rights for lithium-containing minerals, enhancing the upstream supply chain for battery production [5][6]. Group 3: Expansion and Future Projects - Guoxuan is expanding its production capabilities with multiple projects, including a new factory in Hefei that has begun mass production, and a battery super factory in Slovakia with a total investment of 1.2 billion euros, expected to produce 20GWh annually starting in 2027 [7][8]. - The company is also developing a factory in Morocco, which will be the first large-scale electric vehicle battery factory in Africa, with an initial capacity of 20GWh and plans to expand to 100GWh in the future [8].