Although the recent performance in the capital market is not satisfactory, the power battery giant Contemporary Amperex Technology Co.Limited(300750) has not slowed down the pace of expansion.
Contemporary Amperex Technology Co.Limited(300750) 21 announced that Yichun Shidai New Energy Mining Co., Ltd., a holding subsidiary, successfully won the exploration right of ceramic soil (including lithium) in zhenkouli Fengxin jianxiawo mining area, Yifeng County, Jiangxi Province with an offer of 865 million yuan on April 20, marking that the giant has gradually completed the layout of the whole industrial chain from lithium mine to battery in Jiangxi Province.
mica lithium extraction gradually becomes the mainstream
lean mines usher in spring
According to Contemporary Amperex Technology Co.Limited(300750) introduction, the mining area winning the exploration right is located about 40 kilometers away from the 21 ° direction of Yifeng County, Yichun city. The administrative division is under the jurisdiction of Huaqiao Township, Yifeng county and Shangfu Town, Fengxin County. The exploration right covers an area of 6.44 square kilometers. It is inferred that the porcelain ore resource is 960251000 tons and the associated lithium metal oxide is 265678 tons.
According to the Shanghai Securities News reporter’s field interview in Yichun, Jiangxi Province earlier, although the local lithium porcelain ore resources are rich, the lithium oxide content is very low, which belongs to a typical lean ore. It is necessary to extract lithium mica from porcelain stone ore through process, and then extract lithium from lithium mica. More than 90% of the remaining ores will be sold to glass and ceramic factories as raw materials at very low prices. Compared with lithium extraction from spodumene and brine, the cost of lithium extraction from mica is significantly higher. In the era when the price of lithium carbonate is less than 80000 yuan / ton, its economic benefit has been questioned in the market.
Lithium porcelain ore in Yichun Area, Jiangxi Province
Time has changed, and this is not what it used to be. According to the price information released by 3 New Hua Du Supercenter Co.Ltd(002264) on April 20, the price of battery grade lithium carbonate was reported as 482500 yuan / ton, and the previous highest price had exceeded 500000 yuan / ton. At this price level, lithium is the king in the market, and the higher extraction cost can be ignored.
Moreover, taking 2020 as the node, Jiangxi enterprises such as Yongxing Special Materials Technology Co.Ltd(002756) , Nanshi lithium battery, Feiyu new energy, Jiangxi Special Electric Motor Co.Ltd(002176) and other Jiangxi enterprises have solved the problems of low recovery rate, easy kiln formation and toxic fluoride gas in the past lithium mica production one by one by using new technologies such as tunnel kiln and back section fluorine fixation, and successfully realized the efficient utilization of lithium mica.
At the same time, the market share of lithium iron phosphate batteries has increased rapidly in the past two years. Lithium iron phosphate batteries have better safety than high nickel ternary batteries, and have relatively low requirements for raw material impurities and uniformity.
In this case, lithium mica lithium carbonate has rapidly entered battery applications such as lithium iron phosphate. At present, the direct cost of extracting lithium from mica is about 40000 yuan / ton. The proportion of lithium products extracted from mica in the market has increased to 25%, from non mainstream to mainstream.
In addition to Contemporary Amperex Technology Co.Limited(300750) , Gotion High-Tech Co.Ltd(002074) also invested in lithium carbonate projects in Yifeng and Fengxin under the jurisdiction of Yichun City, Jiangxi Province last year.
related cooperation and layout start first
The cooperation between Contemporary Amperex Technology Co.Limited(300750) and Yongxing Special Materials Technology Co.Ltd(002756) was launched before announcing the acquisition of lithium porcelain ore mining right.
According to tianyancha data, Yifeng Shidai Yongxing new energy materials Co., Ltd. was established on March 2 this year. The legal representative is Lin Meina, with a registered capital of 1 billion yuan. Its business scope includes mining of mineral resources (non coal mines), beneficiation, research and development of new material technology, manufacturing of non-metallic mineral products, etc. The company is jointly held by Yichun times new energy resources Co., Ltd., a wholly-owned subsidiary of Contemporary Amperex Technology Co.Limited(300750) and Jiangxi Yongxing special steel new energy technology Co., Ltd., a wholly-owned subsidiary of Yongxing Special Materials Technology Co.Ltd(002756) company.
In addition, according to the announcement issued by Yongxing Special Materials Technology Co.Ltd(002756) in January this year, the company has signed the joint venture agreement with Contemporary Amperex Technology Co.Limited(300750) and both parties will establish a joint venture according to the agreement and invest in the construction of lithium carbonate project with the joint venture as the main body. The total investment amount of the project will not exceed 2.5 billion yuan, and the project with an annual capacity of 50000 tons of lithium carbonate is planned to be constructed.
In the announcement released in February, Yongxing Special Materials Technology Co.Ltd(002756) also said that its wholly-owned subsidiary Jiangxi Yongxing special steel new energy technology Co., Ltd. and Jiangxi Tungsten Industry Co., Ltd. signed the letter of intent for cooperation. In order to give full play to the advantages of both sides, both sides plan to establish a joint venture to build a 20000 ton lithium carbonate project. The produced battery grade lithium carbonate will be supplied to Contemporary Amperex Technology Co.Limited(300750) . However, Yongxing Special Materials Technology Co.Ltd(002756) said on the investor interaction platform that the company did not directly supply Contemporary Amperex Technology Co.Limited(300750) .
the total investment in Jiangxi exceeds 13.5 billion yuan
“ningwang” helps build the “lithium capital of Asia”
Contemporary Amperex Technology Co.Limited(300750) said that this time, Yichun era new energy mining won the lithium exploration right of Yichun City, which is an important measure for Contemporary Amperex Technology Co.Limited(300750) whole industrial chain layout Contemporary Amperex Technology Co.Limited(300750) will accelerate the exploration and development of lithium resources, increase the supply of lithium resources, boost the price of lithium related raw materials to return to rationality, help Yichun build a new energy all green industrial development system of “lithium resources – lithium battery materials – electric vehicles” and build a green “lithium capital of Asia” on the premise of meeting the national strategic mineral security guarantee.
Contemporary Amperex Technology Co.Limited(300750) announced in September last year that the company plans to invest in the construction of Contemporary Amperex Technology Co.Limited(300750) new lithium battery manufacturing base (Yichun) project in Yichun City, Jiangxi Province, with a total investment of no more than 13.5 billion yuan, which is expected to take no more than 30 months from the commencement of construction.
According to the information from Jiangxi Province, according to the relevant agreements, Contemporary Amperex Technology Co.Limited(300750) will accelerate the construction of lithium battery production and manufacturing base in Jiangxi, coordinate and promote relevant enterprises in the industrial chain to invest in Jiangxi, and help Jiangxi achieve the goal of exceeding 100 billion yuan of lithium battery new energy industry as soon as possible.
