巨人が増え、素人が局に入り、生産拡大の流れが始まり、リチウム電池業界は無秩序な拡大に注意する
Since the beginning of this year, due to the mismatch between supply and demand, the supply of power lithium-ion batteries has been seriously in short supply. At the same time, there has been a continuous surge in the price of upstream raw materials, and the rise in raw material prices has accelerated the pace of expansion for lithium battery giants. Not long ago, the lithium-ion battery cathode material supplier Defang Nano and the power lithium-ion battery company Ningde Times announced the fixed increase plan, announcing to raise funds for the expansion of new lithium battery projects. Chemical companies such as Jinyuan Co., Ltd. and Bank of China Cashmere have also entered the lithium battery industry one after another, trying to get a share of the pie. While the company is accelerating its expansion, the Ministry of Industry and Information Technology announced the "Regulations for the Lithium-ion Battery Industry (2021 Version)" (hereinafter referred to as the "Regulations") and the "Administrative Measures for the Lithium-ion Battery Industry Normative Notices (2021 Version)" (for comments). Draft) (hereinafter referred to as the "Administrative Measures"), clearly proposed to guide the company to reduce manufacturing projects that simply expand production, strengthen technological innovation, improve product quality, and reduce production costs. The frequent actions on the market side and the orderly expansion of production by the management department have made this round of expansion of the lithium battery industry quite intriguing.
すべての関係者がリチウム電池プロジェクトを頻繁に拡大
The 2021 stock issuance plan to specific objects announced by Defang Nano, a leading company in lithium iron phosphate cathode materials, stated that the company plans to non-publicly issue no more than 26.768 million shares to no more than 35 specific investors, and is expected to raise no more than 3.2 billion yuan. . Among them, 2.3 billion yuan is invested in the production base project of new phosphate-based cathode materials with an annual output of 110,000 tons; 900 million yuan is used to supplement working capital. German Nano said that the new phosphate-based cathode material production base project with an annual output of 110,000 tons is a product upgrade and industrialization project based on existing phosphate-based cathode materials such as nano-lithium iron phosphate. . "At present, the company's new phosphate-based cathode material products have passed the small test link, and have initially invested in the construction of a research and development pilot line, and the products have passed the small batch verification of key downstream customers. It is urgent to pass the implementation of this fundraising project. Deploy the new phosphate-based cathode material market and seize the market opportunity." German Nano said in the fixed increase plan.
原材料サプライヤーは増産を計画していますが、リチウム電池会社は怠惰ではありません。 より大きな発言権を持つために、今年以来、パワーリチウム-イオン電池会社は頻繁に事業を上流に拡大してきました。 Ningde Timesは以前、リチウム-イオン電池の研究開発と拡張のために582億元を調達する計画であり、リチウム-イオン電池の生産量を合計で増やす計画であると発表しました。 137GWhの; Yiwei Lithium Energyはまた、年間生産量104.5GWhのバッテリーの建設に投資する計画であることを明らかにしました。 新エネルギー貯蔵バッテリー工業団地（11GWhの完成した出力、11GWhの建設中の出力、および82.5GWhの計画された投資と建設を段階的に含む）。 不完全な統計によると、今年の第3四半期だけでも、CATL、AVICリチウム、Honeycomb Energy、Guoxuan Hi - Tech、YiweiLithiumなどの企業が新しいリチウムの建設を次々と発表しています-。イオン電池プロジェクトで、計画されている新しい出力の合計は350GWhを超えています。
Just as companies in the industry are expanding their production, the outside industry has also taken a fancy to this market hot spot, and they have poured in across borders. On November 8, Jinyuan Co., Ltd., a cement-based company, announced that its wholly-owned subsidiary, Tibet Jinzangyuan Lithium Industry Co., Ltd., plans to acquire a 51 percent stake in Tibet Ali Liyuan Mining Development Co., Ltd. with its own funds of 510 million yuan. . This is not the first time that Jinyuan has "involved lithium". In the past month, it has planned to acquire 3 lithium resources and industry chain companies. The Bank of China Cashmere Industry, which started from cashmere, also announced that it intends to acquire 100 percent equity of Sichuan Xinruiheng Lithium Energy Technology Co., Ltd. billion. The phosphorus chemical company Chuanfa Lomon announced that it plans to build a 200,000-ton/year new energy material project in the De'A Industrial Park. Warehouse, RD center, staff dormitory and other supporting facilities.
政府部門は、企業が生産を合理的に拡大するように指導します
Just as the lithium battery project continues to expand, the Ministry of Industry and Information Technology has begun to guide the company to reasonably expand its output. The "Regulation Conditions (2021)" proposes to guide companies to reduce manufacturing projects that simply expand production, strengthen technological innovation, improve product quality, and reduce production costs. Although it is not enforceable as a normative condition, the publication of the document has attracted widespread attention both inside and outside the industry, and is considered to be a move by the management department to regulate the expansion of the lithium battery industry.
The "Regulations (2021)" specifically proposes to reduce the number of manufacturing projects that simply expand production, and the actual output of the declared company in the previous year should not be lower than 50 percent of the actual output of the current year. In the eyes of industry insiders, planning production based on actual production is an effective means of control. If such regulations can be truly implemented, it will play a very effective role in curbing the company's blind expansion of low-end production. "Since this year, the output expansion of the power lithium-ion battery and upstream raw materials industry has been too great, far exceeding the market demand." A senior industry expert who did not want to be named said in an interview with a reporter from "my country Auto News" that the "standardization" Conditions (2021)" just saw the hidden worries of the current power lithium-ion battery and upstream raw material industries blindly expanding production, and proposed to guide the company to reduce manufacturing projects that simply expand production, and emphasized the need to strengthen technological innovation, improve product quality, and reduce production. cost, and improve the product performance of power lithium-ion batteries.
同社は単純な生産拡大を減らすように導かれるだけでなく、産業情報技術省はリチウム-イオン電池産業の循環管理も実施し、パワーリチウムの建設と管理を明確にします{{1} }イオン電池プロジェクトは、資源の包括的な利用と環境保護を考慮し、生産源からの電力リチウム-イオンの厳密な管理を要求する必要があります。 バッテリー製造プロセスでの炭素排出は、包括的なエネルギー利用のレベルを向上させます。 この通知は、動的管理メカニズムの下での出口メカニズムを明確にし、会社が改ざんの赤い線に触れると、2つの製品スポットチェックが失敗し、安全事故が発生した場合は通知されないことを強調しています。 通知資格の資格または取り消し。 将来的には、リチウム電池プロジェクトの管理がより標準化され、出力のブラインド拡張が承認されず、拡張の流れが止まる可能性があります。
市場の需要または誤った繁栄？ パワーリチウム-イオン電池の需給の現状を正しく理解する
In fact, since the beginning of this year, the reason why so many companies are scrambling to expand lithium battery projects is because the price of raw materials for lithium-ion batteries has risen due to insufficient supply of power lithium-ion batteries. Affected by factors such as the epidemic and the rapid development of new energy vehicles, the price of upstream raw materials for lithium-ion batteries has continued to rise since the beginning of this year, resulting in rising costs of lithium-ion batteries, and even some small and medium-sized companies have insufficient production due to pressure on raw material procurement, further exacerbating the power lithium-ion battery. insufficient supply. "Lack of cores and less electricity" has become a constraint to the development of my country's auto industry, especially new energy vehicles, this year. But in fact, slightly different from the shortage of chips, the shortage of lithium-ion batteries is largely not a real shortage of production, but a false boom caused by business practices.
Statistics from my country's Automotive Power Li-ion Battery Industry Innovation Alliance show that in October this year, the output and loading of my country's power lithium-ion batteries were 25.1GWh and 15.4GWh, respectively, and there was a big gap between the two. Mo Ke, chief analyst of True Lithium Research, pointed out that the gap between vehicle loading and output is mainly caused by several factors: On the other hand, OEMs are reluctant to increase the purchase price of power lithium-ion batteries due to pressures such as price competition in the new energy vehicle market, which affects the supply enthusiasm of power lithium-ion battery manufacturers , the loading volume will naturally decrease. At the same time, the demand for batteries from other industries other than new energy vehicles continues to rise, and some batteries will flow to other industries. For the new energy vehicle industry, the lack of battery supply is not a lack of battery production to a certain extent, but in the case of rising costs, power lithium-ion battery manufacturers are holding stocks for sale in order to reduce losses as much as possible. Reflected on the OEM side, there has been a shortage of power lithium-ion batteries.
Judging from the output and demand that have been built so far, there is no obvious shortage of power lithium-ion battery output, but there is indeed a gap in high-quality output, especially in the case of high raw material prices, relevant companies hope to join the upstream and downstream companies in the industry chain to seize High-quality resources, expanding production is a normal market behavior. At the same time, my country's new energy vehicles are in a period of rapid growth. This year's production and sales are very likely to exceed 3 million vehicles, entering a period of rapid development, which indicates that there will be a stronger demand for power lithium-ion batteries. It is inevitable for capital to be optimistic about this industry. . However, blind production expansion does not necessarily have much market competitiveness. For power lithium-ion battery and raw material companies, the current key is to improve the technical level, and to make good reserves in forward-looking technology and core production technology capabilities. Prospects. "In the case of limited reserves of rare metals such as cobalt, we can only fundamentally solve the problem of insufficient supply of raw materials for power lithium-ion batteries by developing more new material batteries, such as sodium-ion batteries. Once the technology is mature, it can be applied on a large scale. To a large extent, the problem of insufficient reserves of rare metals such as cobalt can be solved." As Luo Junmin, deputy secretary general of my country Automobile Industry Association, said, while seizing limited raw material resources, the company should focus on forward-looking technology research and development. To fundamentally solve the problem of insufficient supply of raw materials.
