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The investment exceeded 550 billion yuan in the first quarter! Investment enthusiasm in lithium power industry chain is high._SMM

The investment exceeded 550 billion yuan in the first quarter! Investment enthusiasm of lithium battery industry chain] in 2022, the investment enthusiasm of lithium battery industry chain is still high, and the head battery and material enterprises are still the main force of investment expansion. According to incomplete statistics, in the first quarter of this year, there were 62 large-scale expansion projects in the global lithium battery industry chain, with a total investment of more than 550 billion yuan. Among them, 23 were invested in power and energy storage battery industry, 38 in lithium battery material industry, 1 in power battery recycling industry, and 56 enterprises were involved in 62 investments. ....

Fulin Seiko , Zhuhai Guanyu , Lg New Energy , Honeycomb Energy , Yiwei Lithium Energy , Longbai Group , Xingfa Group , Qingtao Energy , Funeng Technology , Yiwei Lithium Energy Huizhou , Ningde Times , Fudi Battery , Guoxuan Hi Tech , Vision Power , Desai Battery , Chuanfa Dragon Python , Jinpu Titanium Industry , Yiwei Lineng United Enjie , Huayou Cobalt Industry , United Tianhua Super Clean , Germany Nano , Battery China ,

Traditional phosphorus chemical giants compete for the "big cake" of lithium iron phosphate_SMM

[traditional phosphorus chemical giants scramble for lithium iron phosphate "big cake"] phosphorus chemical giants are speeding up the layout of lithium iron phosphate. On December 22, Chuanjinnuo announced that it plans to invest 150000 tons / year of battery-grade lithium iron phosphate cathode material precursor iron phosphate and supporting 600000 tons / year sulfur sulphuric acid production project in Guangxi, with a total investment of 1.5 billion yuan; in addition, the total investment of 100000 tons / year battery-grade lithium iron phosphate cathode material project is expected to be 2.4 billion yuan. ....

Fulin Seiko , Guangxi Chuanjinnuo , Hubei Yihua , Wood Mackenzie , Power Battery Application Branch , Yuntu Holdings , Longbai Group , Xingfa Group , Chuanfa Dragon Python , Triple Quarterly , China Post Securities , Asia Qianhai Securities ,

Still debating which is better or worse than ternary or lithium iron phosphate? Several suppliers of cathode materials want both._SMM

[it is still debating whether ternary or lithium iron phosphate is better or worse. There are many technical routes for lithium battery cathode materials. At present, ternary and lithium iron phosphate stand in the center of the stage. In terms of performance, price and other aspects, both of them have their own advantages. It will develop in parallel for a long time in the future, and many suppliers have endorsed this point of view with practical actions. After combing the production expansion announcement of the lithium cathode industry chain in the past three months, Science and Technology Innovation Board Daily found that while many ternary material battery manufacturers vigorously develop high-performance material batteries, they are also actively developing lithium iron phosphate batteries. ....

South Korea , Xin Yangfeng , Technology Innovation Board Daily , Yuntu Holdings , Xingfa Group , Dangsheng Technology , Xiamen Tungsten Xinneng , Tungsten Xinneng , Chuanfa Dragon Python ,

The market continues to tap stagflation varieties, the rising price of cobalt has aroused concern [institutional reviews]_SMM

The market continues to tap stagflation varieties, the rising price of cobalt has aroused concern [institutional reviews]_SMM
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