A number of companies gathered to disclose lithium related business

“There is lithium all over the world, and it is difficult to walk without lithium”. Although the popular stem of this A-share is slightly exaggerated, it reveals the popularity of the lithium battery plate.

Data show that the lithium battery index hit an all-time high on August 2, up nearly 75% from the low point of the year. On the evening of August 2, a number of listed companies gathered and issued announcements to disclose the company’s production expansion, investment and construction plan and relevant purchase agreements in the field of lithium batteries. However, some listed companies have given risk tips.

Many companies disclose their in the field of lithium batteries

Production expansion, investment and construction plan and relevant purchase agreements

Yiwei lithium energy (300014), a battery manufacturer and leader in the lithium battery industry with a market value of 200 billion yuan, announced that the company plans to cooperate with Enjie to set up a joint venture in Jingmen. The joint venture will focus on the manufacturing of lithium-ion battery isolation film and coating film, with an annual production capacity of 1.6 billion square meters of wet base film and coating film fully matched with its production capacity, and give priority to the supply to the company and its subsidiaries, The total planned investment of the project is 5.2 billion yuan. The registered capital of the joint venture is RMB 1.6 billion, of which the designated investor of Enjie shares subscribed RMB 880 million and holds 55% of the equity of the joint venture; The company subscribed 720 million yuan and held 45% equity of the joint venture. Enjie, as one of the four major raw materials of lithium batteries, has increased by more than 140% since the end of February this year. The latest share price is 252 yuan per share, with a market value of 224.7 billion yuan.

The electrolyte manufacturer xinzhoubang announced that the company plans to invest in the Netherlands xinzhoubang lithium-ion battery electrolyte and materials project in murdek, the Netherlands, with the wholly-owned subsidiary capchem Netherlands B.V. (hereinafter referred to as the Netherlands xinzhoubang) as the implementation subject. The total investment of the project is about RMB 1.5 billion. The project is constructed by stages, of which the construction period of phase I is 3.5 years, It is expected to be put into operation gradually in the second half of 2024. According to the semi annual report disclosed by the company on the same day, the operating revenue of the company in the first half of 2021 was 2.557 billion yuan, a year-on-year increase of 114.23%; The net profit was 437 million yuan, a year-on-year increase of 83.85%. The basic earnings per share is 1.06 yuan.

Shanshan Co., Ltd. (600884) announced that the board of directors of the company agreed that its subsidiary Shanghai Shanshan lithium battery material technology Co., Ltd. would set up a project company in Meishan, Sichuan and invest in the construction of an integrated base project with an annual output of 200000 tons of lithium-ion battery cathode materials, with a planned total investment in fixed assets of about 8 billion yuan. The total construction period of the project is expected to be 32 months, which will be constructed in two phases with a capacity of 100000 tons each. After the completion of the project, it will help to fill the capacity gap of the company’s cathode materials in the next few years, quickly respond to customer demand, improve market share and strengthen the company’s leading position. It is understood that lithium battery materials business is the main performance source of Shanshan. In 2020, negative electrode materials accounted for 30.65% of the company’s revenue that year.

Anada (002136) has also issued an announcement on production. The second phase of the company’s 50kt / a battery grade nano iron phosphate expansion project has been completed and put into operation recently. The products have been recognized and used by customers, and customers require continuous supply. In the future, it will be further optimized according to the operation of the unit to make the unit reach production as soon as possible. The completion and operation of the project will increase the capacity of iron phosphate of Tongling Nayuan to 50000 tons / year.

Yongtai Technology (002326), which rose nearly 23% in three trading days, announced that the company signed a material procurement agreement with Ningde times, and Ningde times purchased lithium hexafluorophosphate, lithium difluorosulfimide (lifsi) and vinyl carbonate (VC) products from the company. The agreement is valid from July 31, 2021 to December 31, 2026. Within 10 days after signing the agreement, Ningde times shall prepay the supplier with a total product payment of 600 million yuan according to the purchase volume of lithium hexafluorophosphate, lithium difluorosulfimide (lifsi) and vinyl carbonate (VC).

Haimu star (688559) announced that recently, AVIC lithium battery and the company signed a framework agreement on equipment procurement intention. AVIC lithium battery intends to purchase the company’s cell assembly equipment. According to the historical cooperation experience of both parties, the total amount of AVIC lithium battery intention procurement is expected to be 1.968 billion yuan. The framework agreement is valid from July 30, 2021 to July 29, 2023. The agreement signed this time is a framework agreement, which will not have a significant impact on the company’s operating performance in 2021 and is expected to have a positive impact on the company’s operating performance from 2022 to 2023.

However, some companies have given tips on relevant risks. Zijin Mining (601899), with a total market value of more than 280 billion, said that up to now, the company has no lithium resources and related businesses. The layout of lithium and other new energy minerals of the company is based on the preliminary strategic planning of the company, and there is no specific time schedule and specific project arrangement. Up to now, the company has not planned any specific projects. If there are relevant matters or progress in the future, the company will make a timely announcement.

At the same time, jiangte electric (002176), which has been trading for three consecutive days, also disclosed the change of share price, announcing that although the company has rich lithium resources, the “exploration to mining” of mines with large reserves requires a long time cycle.

As of the closing on August 2, the lithium battery index reached a record high, up nearly 75% from the low point of the year. In terms of specific stocks, wind data show that the lithium battery stocks with the largest increase this year are Lianchuang shares, with a cumulative increase of 415%, followed by Shi dashenghua, with an increase of 320%, and Tibet Mining and Jingrui shares have exceeded 200%.

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