Did the German nano subsidiary exploded 12 injuries, Iron phosphate, the expansion step, can you still have it?

　　Author ：Iflowpower – Portable Power Station Supplier

◎ Today, De Fang Namoto said that by preliminary analysis, the importance of this accident is that the temperature is too low, the equipment failure causes the exhaust gas tower pressure too high, the valve failure is caused. After the accident, the company immediately launched an emergency plan, and the current disposal work is in order. ◎ From the performance, in the first half of 2020, Lin Tie Technology revenue is 0, and the net profit is 54.

448 million yuan. Although Lin Tie Technology is not the main performance of Germany nano, Lin Tie Technology is its future. Every time I edited Zhang Hani today (January 20), the German Nano (300769, SZ) holding subsidiary Qujing Lijing Technology Co.

, Ltd. (hereinafter referred to as "Lin Tie Technology") Outdoor exhaust gas absorption tower exploded, the current rescue has ended. 12 people were injured in the accident, and the injured have been sent to the hospital for treatment.

Defang nano said that after preliminary analysis, the importance of this accident is that the temperature is too low, and the equipment failure causes too high, the valve failure is caused. The Defang nano subsidiary exploded attention, one is that the stock party is Ningde era, and the company has risen by 16.04% today, and the third is that the company is born with lithium iron production.

Lin Tie Technology is currently 20,000 tons / year in the production of ferrite. A few days ago, German nano, Ningde Times also signed 1.8 billion "annual production of 80,000 tons of lithium iron phosphate project".

The production and operation of the project is responsible by Lin Tie Technology Subsidiary. Does this accident interrupted the German nano's expansion process? The cause of the accident is that the equipment failure Germanyan subsidiary Lin Tie Technology explosion accident has become a hot spot on January 20. At 10 o'clock on the morning, an exhausted gas recovery tower in Linie Technology is an explosion.

The accident caused 12 injuries. The injured has been sent to the hospital for treatment. In the evening, Germany nanotong said that after preliminary analysis, the importance of this accident is that the temperature is too low, and the equipment failure causes too high, the valve failure is caused.

After the accident, the company immediately launched an emergency plan, and the current disposal work is in order. Defang nano said that the subsidiary is currently in the stage of testing; the company and other subsidiaries are normal. This accident will not have a major adverse impact on the company's production and operation.

The company will carefully learn the lessons of this accident, the company and the subsidiaries of the company immediately launched a safe production check, and to give an anti-danger investigation and rectification, prevent similar accidents from happening again, be sure to protect employee life and property safety. From the perspective of equity relationship, the largest shareholders of Lin Tie Technology are German nanometers, shareholding ratios, shareholding ratios, the second major shareholder is a Ningde era, 40% shareholding ratio is 40%. Due to January 7th, the explosion of the old factory in Hunan Bangpu Circuit Technology Co.

, Ltd. fired, plus 40% of Li Lin Technology, and the market will pay attention to the heart in Ningde era. Today, in the afternoon, the relevant people of Ningde Times said to the "Daily Economic News" reporter, Ningde Times is a participation, not participating in operations.

The Ningde Times also said that the specific operation of Lin Tie Technology is responsible by Germany nano. From the performance, in the first half of 2020, Lin Tie Technology revenue was 0, and the net profit lost 54.448 million yuan.

Although Lin Tie Technology is not the main performance of Germany nano, Lin Tie Technology is its future. On May 11, 2019, Germany nano has signed the "joint venture agreement" in Ningde Times, introducing the shareholders of Ningde Times as a subsidiary. After the completion of the capital increase, Lin Tie Technology registered capital of 100 million yuan, of which Gerfral nano funded 60 million yuan, and Ningde Times was 40 million yuan.

Ningde Times also purchased lithium iron phosphate technology to Lin Tie Technology, and according to the purchase quantity to its prepaid procurement, no more than 131.5 billion yuan. "Daily Economic News" reporter noted that German nano has a nanophosphate production of about 30,000 tons / year.

In addition, the company is currently in the Yunnan Qujing construction expansion project, including Lin Tie Technology Phase Item "10,000 tons / annual phosphate" project "is currently in the test production stage; Lin Tie Technology Phase II Project" 10,000 tons / annual phosphoric acid Lithium project "is in progress. From the video of the network, the ground is not hardened in the ground floor, and the factory is vacant, which may be lithium iron phosphate. Is the expansion plan to be interrupted? On January 19th, De Fang Nim was also announced, and the German Nano Time and the Jiang'an County Government signed an agreement.

It is agreed to invest in the investment construction of Jiang'an County, Yibin City, the annual output of 80,000 tons of phosphate, and the project investment 1.8 billion yuan. It is worth mentioning that in the announcement, the German nano and Ningde Times should ensure that Lin Tie Technology has a wholly-owned subsidiary with independent legal personnel in Jiang'an County.

The tax collection relationship between the wholly-owned subsidiary is in Jiang'an County. Responsible for project investment construction and production and operation. From this expression, it is not difficult to find that the "annual production of 80,000 tons of phosphate project" is very large to bear the wholly-owned subsidiary of Lin Tie Technology.

In fact, the German nanophosphate production expansion plan is an important variable that can accelerate the company's performance. At the same time, Germany nano also disclosed the equity incentive plan. From the performance evaluation objective, German nano-2021 net profit value is not less than 100 million yuan, and the cumulative net profit value of 2021 to 2022 is not less than 220 million yuan, and the cumulative net profit value of 2021 ~ 2023.

Not less than 364 million yuan. Now that Lin Tie Technology accidents, will this affect the future expansion process of German nano? After all, "annual production of 80,000 tons of lithium iron phosphate project" should be built in two years. In fact, in the last two days, lithium iron phosphate is in the wind.

Some insiders have analyzed that there is a structural shortage in the current phosphate supply and demand, and the market gap is still existing. According to the news network news, the recently closed phosphate material factory is not quoted, the reason is that the order is very full, the orders taken are also "picking fat", and is brewing a new round of price increase in February. Previously, the price of lithium carbonate caused the lithium iron phosphate vendor to carry out the end pressure.

If the subsequent price increase is implemented, the price increase of the original materials will increase the price increase in the price of the original material, and the quizzes of phosphate rose by 80% increase, high quality supply is shortage. However, according to the information of the business agency, as of 15 days, the average price of China's power-based phosphate is 38,000 / ton. This week, the price of iron phosphate is stable, the operating rate is stable, the supply and demand is balanced, the downstream demand is limited.

There is no significant increase in market demand. At present, the price of power-type lithium phosphate is stable, the market market is mainly stable, and the price will remain stable. The business agency also said that on January 20, the overall starting rate of the power-type phosphate is generally, the price has been pressed to the lowest, the transaction price is close to the cost price, the market demand is flat, the transaction atmosphere is flat, the price cannot be boosted in a short time, spot Plenty, slow consumption.

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