-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
- Cosmetic Ingredient
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
【Chemical Machinery and Equipment Network Market Analysis】With the continuous growth of new energy vehicles, the power battery industry has ushered in new development opportunities
.
The disclosure of the semi-annual reports of listed companies such as CATL, BYD, and Shanshan also revealed the operating conditions
of the lithium battery industry in the first half of the year.
.
The disclosure of the semi-annual reports of listed companies such as CATL, BYD, and Shanshan also revealed the operating conditions
of the lithium battery industry in the first half of the year.
The lithium-ion battery industry chain is mainly composed of
upstream basic raw materials, midstream battery materials and downstream power battery manufacturers.
Recently, 14 lithium mining companies released half-year reports, and the financial reports show that the performance of lithium mining companies has risen
sharply.
Tianqi Lithium had revenue of 14.
3 billion yuan and net profit of 10.
3 billion yuan in the first half of the year, a year-on-year increase of 119 times; Ganfeng Lithium's revenue was 14.
4 billion yuan, and its net profit was 7.
25 billion yuan, a year-on-year increase of more than 4 times
.
upstream basic raw materials, midstream battery materials and downstream power battery manufacturers.
Recently, 14 lithium mining companies released half-year reports, and the financial reports show that the performance of lithium mining companies has risen
sharply.
Tianqi Lithium had revenue of 14.
3 billion yuan and net profit of 10.
3 billion yuan in the first half of the year, a year-on-year increase of 119 times; Ganfeng Lithium's revenue was 14.
4 billion yuan, and its net profit was 7.
25 billion yuan, a year-on-year increase of more than 4 times
.
Behind the hot lithium mining enterprises is the rising demand of the new energy industry and the rise
in the price of upstream raw materials.
In the face of high profits, mining companies do not forget to expand production
while increasing income.
Since the beginning of this year, Zijin Mining has made three acquisitions, involving four gold or lithium mines, with a purchase amount of 10.
44 billion yuan
.
in the price of upstream raw materials.
In the face of high profits, mining companies do not forget to expand production
while increasing income.
Since the beginning of this year, Zijin Mining has made three acquisitions, involving four gold or lithium mines, with a purchase amount of 10.
44 billion yuan
.
In terms of capacity expansion, Ganfeng Lithium also chose the acquisition method
.
On July 11, 2022, Ganfeng Lithium issued an announcement agreeing to acquire no more than 100% of the shares of Lithea Inc.
, which has two lithium salt lake assets
, Pozuelos and PastosGrandes, for a total consideration of no more than US$962 million (approximately RMB 6.
4 billion).
It is understood that as of August this year, Ganfeng Lithium has made four large-scale acquisitions
.
.
On July 11, 2022, Ganfeng Lithium issued an announcement agreeing to acquire no more than 100% of the shares of Lithea Inc.
, which has two lithium salt lake assets
, Pozuelos and PastosGrandes, for a total consideration of no more than US$962 million (approximately RMB 6.
4 billion).
It is understood that as of August this year, Ganfeng Lithium has made four large-scale acquisitions
.
The heat of the lithium battery industry is closely related
to the rapid development of domestic new energy vehicles.
According to the latest statistics from the China Association of Automobile Manufacturers, in the first seven months of this year, China's new energy vehicle production and sales reached 3.
279 million and 3.
194 million units, respectively, an increase of 1.
2 times
year-on-year.
Strong market demand has brought considerable profits
to the lithium battery industry.
to the rapid development of domestic new energy vehicles.
According to the latest statistics from the China Association of Automobile Manufacturers, in the first seven months of this year, China's new energy vehicle production and sales reached 3.
279 million and 3.
194 million units, respectively, an increase of 1.
2 times
year-on-year.
Strong market demand has brought considerable profits
to the lithium battery industry.
Battery manufacturers expanding upstream is nothing new
.
As early as September 2019, CATL signed a subscription agreement
with Australian lithium mining company Pilbara Minerals Limited through its wholly-owned subsidiary, Hong Kong Times New Energy.
In 2020, CATL's shareholding company Tianyi Lithium also signed a five-year supply agreement with Pilbara, which will supply 75,000 tons of spodumene concentrate to Tianyi Lithium per year
.
In April this year, Yichun Times, a subsidiary of CATL, successfully bid for the prospecting right
of ceramic clay (containing lithium) in the Zhenkouli-Fengxin County of Jiangxi Province with a quotation of 865 million yuan.
.
As early as September 2019, CATL signed a subscription agreement
with Australian lithium mining company Pilbara Minerals Limited through its wholly-owned subsidiary, Hong Kong Times New Energy.
In 2020, CATL's shareholding company Tianyi Lithium also signed a five-year supply agreement with Pilbara, which will supply 75,000 tons of spodumene concentrate to Tianyi Lithium per year
.
In April this year, Yichun Times, a subsidiary of CATL, successfully bid for the prospecting right
of ceramic clay (containing lithium) in the Zhenkouli-Fengxin County of Jiangxi Province with a quotation of 865 million yuan.
In addition to CATL, Guoxuan Hi-Tech is also actively moving towards the upstream industry
.
In March this year, Guoxuan Hi-Tech signed an investment cooperation agreement with the Yichun Municipal Government, and the two sides reached a consensus on the establishment of a
joint venture mining company and the landing of industrial park projects.
According to the agreement, Guoxuan Hi-Tech will invest in lithium battery new energy projects in Yichun City, develop mining resources, manufacture batteries, and develop energy storage systems
.
.
In March this year, Guoxuan Hi-Tech signed an investment cooperation agreement with the Yichun Municipal Government, and the two sides reached a consensus on the establishment of a
joint venture mining company and the landing of industrial park projects.
According to the agreement, Guoxuan Hi-Tech will invest in lithium battery new energy projects in Yichun City, develop mining resources, manufacture batteries, and develop energy storage systems
.
In the short term, the increase in ore increment and the increase in procurement demand for lithium products will not change much, so the industry generally believes that the price of lithium products will maintain a steady upward trend
in the short term.
in the short term.
Original: Lithium mining companies' profits soared, and battery manufacturers moved upstream
