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贵州铜仁将新增10万吨磷酸铁锂产能
起点锂电· 2025-04-03 09:23
2025依旧是磷酸铁锂正极材料扩产大年,四川、云南、山东、广东、江西等多个省市项目提速。 3月底,贵州铜仁一磷酸铁锂项目也传来新进展,即将进入投产新阶段。 该项目为 贵州嘉尚 年产25万吨锂离子电池正极材料产业园项目二期,位于 大龙开发区北部工业园区, 目前正在加速建设中, 预计6月完成 交付。 据悉, 年产25万吨锂离子电池正极材料产业园项目建设单位为 贵州嘉尚新能源材料有限公司, 总投资25亿元,主要建设年产10万吨锰酸锂 正极材料生产线、4万吨三元正极材料生产线、1万吨钴酸锂正极材料生产线、10万吨磷酸铁锂正极材料生产线及相关配套设施。全 面投产 后,预计年产值将高达300亿元 资料显示, 贵州嘉尚是 广东嘉尚新能源科技有限公司控股子企业,持股比例为 66.33%。后者 自2015年成立以来,便深耕于锂离子聚合物 电池的研发、生产与销售领域, 产品远销至欧洲、美洲、非洲、东南亚及南亚等多个国家和地区。 在 大龙开发区北部工业园区内,除了 嘉尚项目,还有 凯金新能源负极材料项目、 贵州星茂 废旧电池综合回收利用项目、 贵州博邦山河年 产15万吨一体化锂电池负极材料及石墨项目、 中伟循环 废旧锂电池回收利用 ...
中伟股份宣布赴港上市冲刺“A+H” 加速全球布局上市后累赚61.74亿
Chang Jiang Shang Bao· 2025-04-03 00:52
Core Viewpoint - Zhongwei Co., Ltd. announced its plan to issue H-shares and list in Hong Kong, aiming to advance its global development strategy and enhance its international capital operation platform [1][2]. Fundraising and Financial Performance - Since its listing on the ChiNext board in December 2020, Zhongwei has raised a total of 107.08 billion yuan through its IPO and two private placements, which raised 50 billion yuan in 2021 and 43.07 billion yuan in 2022 [1][4]. - The company has reported significant revenue growth, with revenues of 74.4 billion yuan in 2020, 200.72 billion yuan in 2021, 303.44 billion yuan in 2022, and 342.73 billion yuan in 2023, reflecting year-on-year growth rates of 40.07%, 169.81%, 51.17%, and 12.95% respectively [6]. - Cumulative net profit reached 61.74 billion yuan since its listing, with net profits of 4.2 billion yuan in 2020, 9.39 billion yuan in 2021, 15.43 billion yuan in 2022, and 19.47 billion yuan in 2023, showing year-on-year growth of 133.65%, 123.48%, 64.33%, and 26.15% respectively [6][7]. Global Expansion Strategy - Zhongwei has been actively pursuing a global strategy since 2021, establishing nickel resource smelting bases in Indonesia with a production capacity of nearly 200,000 metal tons [2]. - The company plans to produce over 35,000 metal tons of nickel products in Indonesia by the first half of 2024, with a nearly 40% quarter-on-quarter growth in the second quarter [2]. - In Morocco, Zhongwei is collaborating with AL MADA to build a project that will supply battery materials for over 1 million electric vehicles annually, targeting the European and American markets [2]. - In South Korea, the company is working with POSCO on an integrated nickel refining and precursor production project, with an annual output of 50,000 tons of nickel refining and 110,000 tons of precursor production, sufficient for 1.2 million electric vehicles [2]. Research and Development Investment - Zhongwei has consistently increased its R&D investment, with expenditures of 2.7 billion yuan in 2020, 7.69 billion yuan in 2021, 9.29 billion yuan in 2022, and 10.56 billion yuan in 2023, totaling approximately 37.42 billion yuan since its listing [7].
GGII:2024年全球锂电勃姆石用量7.3万吨
高工锂电· 2025-03-19 11:29
Core Viewpoint - The demand for lithium battery barium stone in China is expected to grow significantly, reaching 74,000 tons by 2025, driven by the increasing production of lithium batteries and the need for enhanced safety performance in separator coatings [2][6]. Group 1: Market Demand and Growth - In 2024, the global barium stone usage is projected to be 73,000 tons, with China accounting for 59,000 tons, marking a year-on-year increase of 31% [3]. - The rapid growth in China's lithium battery barium stone usage is primarily due to the expected shipment of nearly 1.2 TWh of lithium batteries in 2024, which will drive the demand for barium stone [4]. - The performance of barium stone is improving, with its penetration rate in separator coatings increasing by over 3 percentage points compared to 2023 [4]. Group 2: Market Characteristics - The market for lithium battery barium stone in China is characterized by a trend towards thinner separator coatings, leading to a shift towards smaller particle sizes, from 0.8μm to 0.5μm and 0.3μm [5]. - The price of lithium battery barium stone is on a downward trend, with the price of mainstream products (0.8μm) expected to fall to between 11,000 to 14,000 yuan per ton by the end of December 2024 [5]. - The pace of capacity expansion among enterprises is slowing, resulting in an increase in industry capacity utilization [5]. Group 3: Competitive Landscape - By 2024, the industry concentration ratio (CR3) is expected to reach 73%, indicating a high level of market concentration, with Yishitong holding a 42% market share, an increase of over 2 percentage points from 2023 [6]. - Traditional leading companies like Nabaltec are experiencing a decline in market share, dropping to 10%, a decrease of over 3 percentage points, placing them in third position globally [6]. - Chinese companies are expected to strengthen their market position domestically, with leaders like Yishitong and Jidun further solidifying their global standing [6]. Group 4: Future Projections - The demand for lithium battery barium stone is anticipated to continue rising, with a compound annual growth rate (CAGR) of over 20% expected from 2024 to 2027 in China [6].
贝特瑞(835185):硅碳负极进入头部客户、亿纬锂能增资子公司,预计2024归母净利润9.06亿元
KAIYUAN SECURITIES· 2025-03-16 13:14
Investment Rating - The investment rating for the company is "Outperform" (maintained) [1] Core Views - The company is expected to achieve a net profit attributable to shareholders of 906 million yuan in 2024, reflecting a year-on-year decline of 45.23% [1] - The company's revenue for 2024 is projected to be 14.24 billion yuan, a decrease of 43.32% year-on-year, due to intensified industry competition and price pressures on negative materials [1] - Despite the challenges, the company has made significant breakthroughs in silicon-carbon anode materials and is expanding its overseas production capacity, which supports the maintained "Outperform" rating [1] Financial Summary and Valuation Indicators - Revenue (million yuan): 2022A: 25,679, 2023A: 25,119, 2024E: 14,237, 2025E: 16,174, 2026E: 23,867 [4] - Net profit attributable to shareholders (million yuan): 2022A: 2,311, 2023A: 1,654, 2024E: 906, 2025E: 1,189, 2026E: 1,671 [4] - Gross margin (%): 2022A: 15.8, 2023A: 17.7, 2024E: 18.9, 2025E: 16.9, 2026E: 17.0 [4] - EPS (diluted, yuan): 2022A: 2.05, 2023A: 1.47, 2024E: 0.80, 2025E: 1.05, 2026E: 1.48 [4] - P/E (times): 2022A: 11.7, 2023A: 16.4, 2024E: 29.8, 2025E: 22.8, 2026E: 16.2 [4] Industry Position - The company holds over 20% market share, ranking first in the domestic anode materials market, with a total output of 211.5 million tons in 2024, further increasing its global market share to 95.9% [3] - The company has successfully integrated its new generation silicon-based anode products into the supply chains of leading international clients, marking a significant milestone in its operational capabilities [2]
引领高压实磷酸铁锂,富临升华出货量排名第三
鑫椤锂电· 2025-03-05 02:29
Core Viewpoint - The lithium iron phosphate (LFP) material industry is undergoing a reshuffle, with high-pressure compact LFP leading the sector [1] Price Changes and Demand Forecast - A major manufacturer has implemented price increases for three types of LFP materials, with overall price hikes expected to be between 500 to 1500 yuan per ton by 2025, with the highest increase for the high-pressure compact 265 product [2] - According to Dongwu Securities, CATL's "Shenxing" battery's share in the company's LFP installations is expected to rise from approximately 15% in 2023 to over 70% by 2025, translating to a demand for high-end LFP of about 380,000 tons, with total demand for high-end LFP cathodes projected at 400,000 to 500,000 tons by 2025 [2] Company Performance and Profitability - Fulin Shenghua is one of the only two companies expected to be profitable in 2024, recovering from a significant loss of 1.05 billion yuan in 2023. The company reported a profit of over 1,000 yuan per ton for its LFP products in Q3 2024, marking a turnaround [4] - The company's ability to turn a profit is attributed to its pricing strategy, which has been the highest in the market since mid-2023, significantly ahead of competitors [4] Market Position and Production Capacity - Fulin Shenghua's shipment volume has rapidly increased, moving from barely making the top ten in 2023 to seventh place in 2024, with expectations to rise to second place by March 2024 [7] - Despite production cuts in the industry due to the Spring Festival, Fulin Shenghua has managed to increase production and is seeking outsourcing partners to fulfill customer orders due to high demand [7] Strategic Partnerships - Fulin Precision, a subsidiary of Fulin Shenghua, signed a long-term supply agreement with CATL in August 2024, committing to supply at least 140,000 tons of LFP annually from 2025 to 2027 [9] Cost Reduction and Production Efficiency - The company has adopted an oxalic acid process for LFP production, which provides a competitive edge in high-pressure compact performance. The cost is expected to improve significantly as the supply chain for lithium dihydrogen phosphate and other raw materials is established [11] - Longjiang Securities predicts that by 2025, the self-supply rate of lithium dihydrogen phosphate could reach 30-40%, potentially reducing the cost of LFP by 600-700 yuan per ton, with a long-term goal of 100% self-supply contributing to a reduction of 2,000 yuan per ton [11]
10万吨磷酸锰铁锂项目一期投产
起点锂电· 2025-02-27 04:20
倒计时1天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题: 聚集新 技术 探索新工艺 主办单位: 起点锂电、起点研究院(SPIR) 活动时间: 2025年2月28日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动规模: 500+人 近日,由山西特瓦时能源科技股份有限公司投资建设的年产10万吨磷酸锰铁锂正极材料项目一期正式投产。 该项目位于山西长治高新区,总投资达30亿元,一期占地306亩,建设了16条全自动生产线,主要生产磷酸锰铁锂正极材料,年产能达10万 吨,新建厂房及研发办公楼建筑面积约11.48万平方米。随着项目的投产,其年工业产值不低于100亿元,不仅能创造显著的经济效益,还将创 造130个以上就业岗位,有力推动当地经济发展。 ( 来源:晨报山西 ) 圆柱电池论坛: 行业首届圆柱电池技术论坛定档2025年2月28日,深圳举办! 点击" 阅读原文 "报名参会! ...
硅基负极材料“爆发在即”!
起点锂电· 2025-01-27 06:33
回首锂电池材料端可发现,2024年末至2025年初硅基负极新闻频发,布局速度明显加快。 国内方面,近日 负极材料龙头贝特瑞董事长贺雪琴 表示:" 作为新一代高性能负极材料的代表,硅基负极正迎来前所未有的市场需求。 贝特 瑞在硅碳、硅氧、新型气相硅三条路线拥有充分的技术积累,正引领着市场的新一轮变革。" 依靠研发一代、储备一代、量产一代的思路,贝特瑞目前已开发六代产品,比容量在2000mAh/g以上,与宁德/比亚迪/松下/LG/SK/三星等全 球主流电池企业建立合作关系。 1月16日国家知识产权局信息显示,贝特瑞申请一项名为"负极材料、电池"的专利,公开号CN 119297287 A,申请日期为2023年6月。 月初,中天宸(包头)硅基气体及硅基前驱体项目签约,该项目投资8亿元,分两期建设,一期建设电子级硅基气体及硅基前驱体项目;二期 建设2万吨新型硅基负极材料。 海外方面,1月9日,法国硅基企业Novacium宣布与本国陆军技术部门合作开发硅基负极电池,用于军事设施相关产品,该电池准备采用18650 圆柱电池型号,应用Novacium所生产的硅基负极材料。 豪鹏科技也与欧洲某硅材料企业签署谅解备忘录,双方将合 ...
湖南裕能2024年磷酸铁锂销量约70万吨!
起点锂电· 2025-01-26 05:38
1月21日,湖南裕能新能源电池材料股份有限公司发布2024年度业绩预告。 圆柱电池论坛: 行业首届圆柱电池技术论坛定档2025年2月28日,深圳举办! 预计2024年度归母净利润将为5.6亿元至6.6亿元,同比下降64.57%至58.24%。上年同期的归母 净利润为15.81亿元。此外,扣除非经常性损益后的净利润预计为5.2亿元至6.2亿元,同比下降 65.75%至59.17%,上年同期为15.18亿元。 业绩变动原因说明: 锂电池产业链在经历 2020-2022 年的高增长后,2023 年以来增速换挡、供需关系发生显著变 化。2024 年锂电池产业链处于筑底阶段,碳酸锂价格总体震荡下行,磷酸盐正极材料价格同比 上年大幅下降,对行业内企业的盈利水平产生较大压力。同时,磷酸盐正极材料行业竞争激 烈,行业总体产能利用率仍处于回升过程。 在此背景下,公司作为磷酸盐正极材料行业头部企业,保持较高的产能利用率和产销率以满足 下游需求。2024 年,公司磷酸盐正极材料销量同比增长约40%,持续推进一体化布局和降本增 效,并积极实施出海战略。2024 年,公司得以保持一定的盈利,但受行业周期及实施股权激励 的股份支付费用等 ...
磷酸铁锂龙头进军西班牙!
起点锂电· 2025-01-21 09:25
德方纳米与ICL分别持有该厂20%和80%的股份,合作双方也分别对此项目发表相关言论。 经历业绩大起大落的德方纳米迎来开门红。 起点锂电获悉, 德方纳米与特种矿物公司ICL集团达成协议,将在西班牙加泰罗尼亚萨伦特镇 合资建设锂电池材料工厂 ,该厂投资为2.85亿欧元,占地约25英亩,与当地规划的电池厂距离 较近,是西班牙该地区第一家生产磷酸铁锂材料的工厂。 德方纳米任望保表示磷酸铁锂是锂电池的关键材料,对新能源汽车产业链完善至关重要,合资 是双方优势的有利整合;ICL菲尔 布朗(Phil Brown)则认为磷酸铁锂是能源转型的关键解决 方案将共同开发一个重要的新增长市场。 ICL Group Ltd.主营特种矿物,主要有溴、钾肥和磷酸盐等产品,主打食品、农业、工业市场 相关矿物解决方案。近年来该公司对新能源领域有浓郁兴趣,除本次项目外,还在美国密苏里 州建立大型的磷酸铁锂制造厂。 德方纳米同样出海意愿强烈,海外布局方面此前公司表示称对海外情况进行充分考察与分析, 将选择合适的时间推进出海计划,本次合作是公司出海过程中具有里程碑意义的事件,标志公 司向外迈出了关键一步。 01 抗住市场压力,稳步前行 德方纳米一 ...