Guanghua Expand the lithium phosphate ion battery recovery!

　　Author ：Iflowpower – Portable Power Station Supplier

On May 25, Guanghua Technology (002741.sz) announced that the company will build high-efficiency comprehensive utilization and high-performance battery materials expansion projects in the existing factory area, and the total investment of the project is about 454 million yuan. Among them, the construction investment is 329 million yuan, and the floor flow fund is 125 million yuan.

Guanghua Science and Technology Notice Note pointed out that this project is important including the recovery project of waste phosphate, and the negative use of lithium-ion batteries, the lithium iron battery, and the iron phosphate expansion project, the location is located in Shantou City, the construction cycle 24 moon. According to the announcement, the company is based on the opportunities developed in the field of waste phosphate recovery. Based on the market advantage of existing phosphate and iron phosphate products, the project uses the lithium iron phosphate positive material recovery process is in the leading level, which can improve the waste The comprehensive utilization of the lithium iron phosphate ion battery reduces the recovery cost, and realizes the company's earnings while taking into account the environmental problems, promoting the healthy development of the recovery of the heited phosphate ion battery, and forms a benign of the recycling of waste phosphate ion batteries.

Cycle development. After the project is put into production, it will increase the overall size of the company, which helps to further develop the company's technology, products, customers, brands and management resources, realize the integration and synergistic effect of the company's business, and effectively enhance the company's ability to resist market changes, market competitiveness And sustainable development. Therefore, the implementation of this project will improve the continued profitability of Guanghua Technology and overall competitiveness.

On May 27th, Guanghua Technology in the secondary market is high, and the closing is 15.18 yuan / share. It rose 0.

60 yuan / share on the same day, and the current total market value is 5.684 billion yuan. Lithium-grid notice that after finding a reasonable profit model, the power lithium battery recovery is a "big business".

According to data from my country's automobile technology research center, the total amount of non-labor-based returns of my country's powered lithium battery in 2020 is about 200,000 tons. According to the trend of the new energy vehicle market, to 2025, about 780,000 tons of power lithium battery retirement. At present, the list of companies that have published "New Energy Automobile Waste Battery Comprehensive Utilization Conditions" have announced 27, of which 5, the second batch of 22.

In addition to Guanghua Technology, Zhejiang Huizhou Huayou Cobalt New Material Co., Ltd .; Jiangxi Yucheng Hapeng Technology Co.

, Ltd .; Hubei Jingmen Greenmei Xin Material Co., Ltd .

; Hunan Bangpu Circular Technology Co., Ltd. The second batch includes Tianjin Yinlong New Energy Co.

, Ltd., Shanghai Biandi Co., Ltd.

, Greenmei (Wuxi) Energy Materials Co., Ltd., including 22 companies, including 9 companies engaged in renewable use, 14 companies engaged in ladder.

.