450 million LFP battery material recycling project landing

　　Author ：Iflowpower – Portable Power Station Supplier

On May 25, Guanghua Technology (002741) announced the notice, intended to build an efficient comprehensive utilization of waste lithium-ion batteries and high performance battery material expansion projects, and the total investment of 454 million yuan. The project is important including the recovery project of the waste phosphate positive material, the comprehensive utilization of lithium-ion battery negative electrode materials, lithium iron phosphate expansion project, and iron phosphate expansion projects. The project construction site is Shantou City, the construction cycle is 24 months.

Guanghua Technology said that based on the market advantage of the existing phosphate and iron phosphate products, the project is implemented in the project, and the phosphate positive material recovery process used in the project is in the leading level. cost. Guanghua Technology is a domestic PCB chemical lead, and in 2016, the Guanghua Technology has increased new energy material business layout, and has developed cobalt-containing positive materials, lithium iron phosphate materials and other products, and began to lay out batteries.

As early as 2018, Guanghua Technology ranked among the first batch of "New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Conditions". At present, there is a strategic cooperation agreement with Anhui Xinsheng, Yuanbao Amoy, Wuzhou Dragon, Chery, Huaao, Jinlong, Beiqong Penglong and other car companies, and binds the use of waste dynamic lithium battery recycling channels. In 2020, Guanghua Technology Battery Materials and Recycling Performance has increased significantly.

Its lithium-electric material product revenue is approximately 20% year-on-year; the ladder uses product revenue is 66.167 million yuan, and the occupation ratio increased from 0.17% last year to 3.

28%, up 2128.21% year-on-year. Behind the Guanghua Technology "bet" LFP battery material recycling project, on the one hand, more and more host plants join the LFP camp, the new forces include Xiaopeng, Wei, zero run, all people launch LFP models or plus huge comparison.

Xiaopeng Auto Chairman He Xiaopeng pointed out that whether it is G3 or P7, the demand of the LFP battery is rapidly improved, and the ratio of G3 was 10%, P7 original 20%. The proportion of the future LFP model will also be further improved. It will upgrade the existing 70KWh battery pack, and the new battery pack will use the LFP battery, or will exceed 75KWH battery capacity, and planned in the fourth quarter of this year.

Zero Run T03 In recent new LFP battery version model, power lithium battery system energy density reached 135.6Wh / kg, NEDC continued to street to 403 kilometers, consistent with the current three-dimensional ion battery model, LFP power lithium battery supplier is Hefei Xuan. On the other hand, the global battery metal is facing serious supply.

In addition to the need for cobalt, lithium, nickel, LFP materials have shown stepped up trend this year, and the price of raw materials continues to support the dynamic lithium battery recycling industry. Industry data predicts, 2021 dynamic battery retraction is approximately 34GWH, 2022 is 55GWH, reaching 135GWH in 2025. 2021 - 2022 will be the beginning of the outbreak of the retired battery, and the annual industrial scale of retired batteries will exceed 10 billion.

It is foreseeable that as the LFP model accelerates penetration and battery material prices, the Future decommissioning battery brochure will also usher in the market blessing period.