On the evening of March 28, Jinpu Titanium Industry (000545) announced that the company plans to use the by-product ferrous sulfate to build battery-grade iron phosphate (lifepo4 battery) devices and downstream new energy battery cathode material lithium iron phosphate devices to meet new energy storage requirements. And the growing demand for lithium iron phosphate (lifepo4 battery) for new energy vehicles. Based on the comprehensive advantages of Anhui (Huibei) new coal chemical synthetic material base in terms of project land, policies, energy consumption, supporting conditions, etc., Jinpu Titanium Industry plans to build 200,000 tons/year battery-grade iron phosphate (lifepo4 battery), 200,000 tons/year lithium iron phosphate and other new energy battery materials integration projects.
The announcement shows that the total investment of the project is about 10 billion yuan, and the planned construction period is from September 2022 to June 2027. The project is constructed in three phases. The planned construction period of the first phase of the project is from September 2022 to December 2023, with the construction of 100,000 tons/year iron phosphate, 50,000 tons/year lithium iron phosphate (lifepo4 battery), 300,000 tons/year pyrite-to-sulfuric acid, 30,000 tons/year electronic grade sulfuric acid production unit; the planned construction period of the second phase project is from June 2024 to December 2025, with the construction of 100,000 tons/year iron phosphate, 150,000 tons/year lithium iron phosphate (lifepo4 battery), 300,000 tons/year sulfuric acid from pyrite and its upstream and downstream supporting devices; the planned construction period of the third phase of the project is from March 2026 to June 2027, and the construction of 8,000 tons/year lithium hexafluorophosphate and 50,000 tons/year lithium battery recycling .
Jinpu Titanium is mainly engaged in the production and sales of titanium dioxide. In terms of performance, the company released a performance forecast on the evening of January 28. It is expected that the net profit attributable to shareholders of listed companies in 2021 will be 87.5782 million yuan to 125 million yuan, turning losses into profits. Basic earnings per share are 0.0887 yuan to 0.1268 yuan.
The battery network noticed that in addition to Jinpu Titanium Industry, there have been many listed titanium dioxide listed companies such as Longbai Group (002601), Chuanfa Lomon (002312), China Nuclear Titanium Dioxide (002145), and Anada (002136). Lithium iron phosphate field.
Just this month, Longbai Group and Chuanfa Lomon have just started the construction of lithium iron phosphate related projects:
On March 22, the Deyang Chuanfa Lomon lithium battery new energy material base project invested by Chuanfa Lomon started. The total investment of the project is 12 billion yuan. It mainly builds an annual output of 200 thousand tons of lithium iron phosphate, 200 thousand tons of iron phosphate and supporting facilities. product item.
On March 7th, Longbai Group's lithium iron phosphate and titanium industry chain extension and replenishment projects started, investing 2 billion yuan to build "an annual output of 150,000 tons of battery-grade lithium iron phosphate project" and 1 billion yuan to build a "annual output of 20 10,000 tons of rutile titanium dioxide post-processing project”. In February, the production line of the first phase (50,000 tons per year) industrialization project of Longbai Group's lithium-ion battery material industrialization project with an annual output of 200,000 tons has been completed and is now entering the trial production stage. According to the data, the industrialization project of lithium-ion battery materials with an annual output of 200,000 tons mainly builds a lithium iron phosphate production line with an annual output of 200,000 tons and related supporting engineering facilities.
