November 30, lithium electric crossover new star Longbai Group (002601) announced again, the company's wholly-owned subsidiary Henan Baili New energy Materials Co., Ltd. to its own and self-raised funds 3.5 billion yuan investment in the construction of an annual output of 200,000 tons of lithium ion battery anode material integration project. The project is divided into three phases. The first phase and second phase will respectively build production lines with an annual output of 50,000 tons of graphite anode material for lithium ion battery, and the third phase will build production lines with an annual output of 100,000 tons of graphite anode material for lithium ion battery.
Longbai group said that the implementation of the project will further strengthen the company's strategic layout in lithium ion battery anode material products, is conducive to the company to form a more complete industrial system, actively promote the company into the new energy material production and manufacturing supply chain, enhance the company's comprehensive competitiveness.
The battery network learned that since this year, the new energy industry continues to hot, titanium dioxide, phosphate fertilizer and other listed companies seize the opportunity, relying on their own industrial advantages have crossed into the bureau. Among them, Longbai Group became one of the early entrants through new projects, cooperation, acquisition and other ways, and has continuously made efforts in the field of new energy since then.
On February 18, Longbai Group announced that baili New Energy, a wholly-owned subsidiary of the company, planned to invest 30,000 yuan to establish Henan Longbai New Material Technology Co., LTD in Qinyang city, Henan Province;
On February 27th, the Government of Qinyang City held a signing ceremony with Longbai Group, and the project of Longbai New energy battery Materials Industrial Park with a total investment of 2 billion yuan was settled in Qinyang.
On March 24, Longbai Group acquired 100% equity of Henan Zhongtan New Materials Technology Co., LTD., and took advantage of the talent and technology advantages of Zhongtan new materials to enter the graphite anode industry, formally entering the field of new energy.
On July 25, the board of Directors of Longbai Group examined and approved the establishment of a joint venture with Hubei Wanrun New Energy Technology Co., Ltd. in Nanzhang County, Hubei province to construct an annual output of 100,000 tons of iron phosphate project;
On August 12, Longbai Group announced three new energy projects: an annual output of 200,000 tons of battery material grade iron phosphate project, an annual output of 200,000 tons of lithium ion battery material industrialization project, and an annual output of 100,000 tons of artificial graphite anode material for lithium ion battery.
On November 17, Longbai Group introduced on the investor interactive platform that the first phase of the 200,000-ton iron phosphate, 200,000-ton lithium iron phosphate and 100,000-ton graphite anode projects invested by the company are expected to be completed and put into operation by the end of the year. The pilot test samples have been sent out in the first half of the year and have been recognized by customers. As the project is about to be completed and put into operation, marketing and customer development are being actively promoted. In addition, the company and Hubei Wanrun joint venture construction of 100,000 tons of iron phosphate project is going through land acquisition procedures.
Hua securities research report, according to the analysis before the dragon group, to accelerate the layout of new energy materials, development of lithium iron phosphate and iron phosphate, artificial graphite cathode battery materials, such as compaction of titanium industry advantage at the same time continue to expand the chlorination process titanium pigment production capacity, the future is expected to form "titanium dioxide + new energy" double development model, implementation from the comprehensive utilization of resources to the transition of the new material production, Continue to extend downstream to build integration advantage.
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