Heroes compete in Sichuan's "lithium battery" rivers and lakes
In 10 days, it will be another year of "Made in my country Day". From a few decades ago, the poor and the white, the waste waiting to be rebuilt, to the prosperity and prosperity of all industries today, my country's manufacturing has made an indelible contribution. Among them, the successful breakthrough and rapid development of the energy industry are indispensable. Today, we will focus on lithium, which is known as "white oil".
Lithium battery is surging. my country's lithium battery looks at Sichuan, where does Sichuan lithium battery look?
In the context of the transformation and upgrading of the global energy structure, lithium has become a battleground for countries around the world in the energy arena, stemming from the use of lithium as a core resource in the field of new energy batteries. According to statistics from authoritative departments, my country's lithium resource reserves only account for 6 percent of the world's total, and 50 percent of lithium raw materials are imported.
my country, which was originally in the back of lithium resources, took precautions. In recent years, it has controlled 44 percent of the world's lithium carbonate equivalent through corporate capital operations and other methods, taking the lead in realizing the breakthrough of lithium resources in the world. In this process, Sichuan's performance is the most dazzling, not only the ore lithium resource ranks first in the country, but also actively deploys the entire industrial chain through the advantages of upstream resources. Therefore, my country's lithium battery is mainly in Sichuan.
So, which is the best lithium battery in Sichuan? In the past, Chengdu, the first city in Sichuan, took the lead, and then Yibin and Suining followed up to make a comprehensive layout of the lithium battery industry. Then Meishan and Zigong entered the market one after another, aiming to become a rising star of Sichuan lithium battery.
Dazhou is also gearing up to enter the lithium battery arena by virtue of its resource advantages. The economic value of lithium-potassium-rich brine in Xuanhan, Dazhou has been proven to be more than 700 billion yuan, and it has attracted Jiangxi Ganfeng Lithium Industry, a leader in the lithium industry, through investment promotion. So, can Dazhou, the star of hope in the lithium battery industry, come from behind to become the "first brother" of Sichuan lithium battery in the future?
Fighting against each other
Looking at the pattern of the lithium battery in Sichuan, it has shown a trend of multiple blooms and competition. Chengdu, Yibin, Suining, Meishan and other cities have launched a number of lithium battery projects, and many sister cities are competing on the same field. Sichuan lithium battery is a blue ocean.
The latest news about the lithium battery industry in Sichuan is that on December 13, in Zigong South Sichuan New Material Chemical Industry Park, a new lithium battery project with an annual output of 63,000 tons was officially signed, which means that Zigong has taken a key step in the lithium battery industry. a big step.
Chengdu, Yibin, Suining and other cities acted earlier and at a faster pace. It is understood that Chengdu has launched the AVIC Lithium Power Production 50GWh Power Li-ion Battery and Energy Storage Battery Project, the Honeycomb Energy Power Li-ion Battery Manufacturing Base and Southwest RD Base, the Yiwei Lithium Energy 50GWh Power Storage Battery Project, and Putailai New Energy Projects such as the whole industry chain of battery materials.
As one of the seven sub-center cities in Sichuan, Yibin is ahead of other sibling cities in the layout of the lithium battery industry. As early as 2018, the power lithium-ion battery giant CATL entered Sichuan for the first time, so it chose Yibin and established it in cooperation with Yibin Tianqi. Tianyi Lithium Industry invests in the construction of front-end material projects for power lithium-ion batteries. In 2019, the cooperation between Ningde Times and Yibin was further deepened, and the first to sixth phases of Sichuan Times power lithium-ion battery projects were successively signed, with a total investment of more than 30 billion yuan. In 2020, Times Geely, a subsidiary of CATL, once again invested in the construction of a power lithium-ion battery project with an annual output of 12GWh in Yibin.
The Ningde era opened the way, and Yibin's layout in the lithium battery industry has been one after another. Well-known domestic listed companies such as Changying Precision, Suzhou Tianhua Ultra Clean, Guangzhou Guoguang Electric, and Jiangsu Guotai have successively settled in Yibin. What's more, Ouyang Minggao, an excellent domestic lithium battery technology research and development team and an academician of the Chinese Academy of Sciences, also set up his only academician workstation in Yibin. It can be seen that Yibin holds a pivotal position in the minds of various lithium battery leaders.
Suining's performance in the lithium battery industry is also remarkable. Honeycomb Energy's 20GWh power lithium-ion battery, Longpan Technology's 150,000 tons of lithium iron phosphate, Hunan Yuneng's annual output of 110,000 tons of lithium battery cathode materials, Jiangxi Shenghua New Materials 50,000 tons of lithium iron phosphate and 60,000 tons of cathode materials and other lithium battery industries Chain projects, etc. have been launched one after another. Let Suining become an important rising pole for the development of the lithium battery industry in Sichuan, and an important faction in the lithium battery arena.
Compared with the previous cities, Meishan is a little late, but with its strong performance in the lithium battery industry this year, it has become a rising star. It is understood that this year, Meishan introduced a lithium-ion battery production base with an annual output of 56GWh of innovative energy, Shanshan Co., Ltd.'s 200,000-ton lithium-ion battery anode material integration base project, as well as the Yabao New Era lithium-ion battery material factory project and Tianci Materials' annual output 300,000 tons of electrolyte and 100,000 tons of iron-lithium-ion battery recycling project.
As far as each brother city is concerned, they are in the same place in the Sichuan lithium battery arena and compete in the same field, and competition is inevitable; in terms of industrial layout, they are in the same industrial chain, and more brother cities should cooperate and advance together to jointly consolidate the "oneness" of Sichuan lithium battery. brother" status.
star of hope
So, who will become the "first brother" of Sichuan lithium battery? We will further enlarge the vision of exploring the development of lithium battery in Sichuan. In the easternmost part of Sichuan, Dazhou, known as the "Gateway to East Sichuan", has also been eager to try in the lithium battery industry in recent years. So, what is the confidence of Dazhou's layout of the lithium battery industry?
On May 12 this year, my country's Dazhou Lithium-Potassium Comprehensive Development Conference was held in Xuanhan. Leaders from relevant national and provincial departments, academicians, experts, and leaders of leading companies gathered together to plan the development of lithium-potassium and help Dazhou The speed-up of the comprehensive development of lithium-potassium in Dazhou is effective, which also marks that the comprehensive development of lithium-potassium in Dazhou has entered a stage of rapid development.
Why did the Lithium Potassium Comprehensive Development Conference land in Xuanhan? It also attracted Zheng Mianping, academician of the Chinese Academy of Engineering, Institute of Mineral Resources, Chinese Academy of Geological Sciences, and his team of experts to attend the meeting. The reason is that there are abundant lithium-potassium resources in Xuanhan.
According to Zhou Xiangsheng, deputy commander of Xuanhan Lithium and Potassium Resources Comprehensive Development and Utilization Headquarters, according to the estimates of the expert team of Academician Zheng Mianping and other professional institutions, the lithium-potassium-rich brine within 1,116 square kilometers in Xuanhan is about 2.1 billion cubic meters and more than 2,000 square kilometers. There are lithium-rich potassium brines and new polyhalite potash mines in the range. Among them, within the core area of 340 square kilometers, the economic value of lithium-potassium-rich brine exceeds 200 billion yuan; the economic value of lithium-potassium-rich brine within 1,116 square kilometers is more than 700 billion yuan; the value of potassium sulfate in the new polyhalite potash mine is 20,000 yuan. billions or more.
The lithium-potassium-rich brine in Xuanhan is one of the two forms of lithium resources in nature. One is the rock form mainly composed of spodumene and lepidolite, and the other is the natural water form containing lithium mainly composed of salt lake brine. With such huge reserves of lithium-potassium-rich brine, Xuanhan and even Dazhou have become a rising star of hope in the Sichuan Lithium Power arena.
In fact, as early as March 2018, Xuanhan County and Dazhou City established the headquarters and leading group for the comprehensive development and utilization of lithium-potassium resources, and decided to make a big fuss about lithium-potassium resources. The comprehensive development and utilization of lithium-potassium resources has been selected as one of the 100 key promotion projects in the province for three years. development.
In the preparatory process, Xuanhan County also adhered to high standards to formulate and complete the park planning and industrial planning. Square kilometers, the investment is 20 billion yuan, and the output value is more than 100 billion yuan; by 2035, the built area is 20 square kilometers, the investment is 40 billion yuan, and the output value is more than 200 billion yuan.
Can break through
Dazhou has such abundant lithium resources, and its ambitions in the lithium battery industry can be seen through high-standard park and industrial planning. Facing the first movers such as Chengdu, Yibin, and Suining, Dazhou is currently at a disadvantage in the back-end competition. Can it break through and become the "first brother"?
At the 18th West Expo, Xuanhan successfully joined hands with Ganfeng Lithium
On September 17 this year, good news came from the 18th West Expo held in Chengdu. Xuanhan successfully won 15 cooperation projects. Among them, lithium potassium has become the focus of attention. Xuanhan and Jiangxi Ganfeng Lithium Industry signed a high-purity lithium salt project with an annual output of 100,000 tons, with a total investment of 10 billion yuan, including a comprehensive recovery project of brine extraction with an annual output of 50,000 tons. , An annual output of 50,000 tons of spodumene lithium extraction project and a comprehensive recycling and utilization project of retired batteries.
What is the origin of Ganfeng Lithium? It is understood that there are two leading companies in my country's lithium industry, one is Tianqi Lithium and the other is Ganfeng Lithium. Ganfeng Lithium has 20.56 million tons of lithium carbonate equivalent in the world, and together with Tianqi Lithium, it occupies 44 percent of the world's lithium carbonate equivalent, supporting the development of my country's lithium battery industry.
The advantages of Ganfeng Lithium are more in the expansion layout of mid-stream and downstream industries, such as the production and manufacture of new energy batteries. From the cooperation project between Ganfeng Lithium and Xuanhan, it can be seen that the current focus is on extraction and recycling in the upstream. Therefore, Ganfeng Lithium still has a huge space for the layout of the lithium battery industry in Dazhou.
At the same time, the huge market prospects and profitability of the lithium battery industry have also left enough room for other companies to imagine and deploy. Many companies have broadened the track and focused on the lithium battery industry. Liaoning Fangda Group, Chengdu Taili Chuangfu Lithium Industry, Shandong Haihua Group and other companies are actively negotiating with Xuanhan about project cooperation matters such as anode materials and titanium-based adsorbents.
Xuanhan successfully attracted Zhengwei International Group, a Fortune 500 company, in the process of attracting investment in the early stage of the comprehensive development and utilization of lithium-potassium resources. It is understood that in addition to setting up the copper-based new material base, one of its leading industries, in Xuanhan, Zhengwei International Group also cooperated with the government platform company in Xuanhan to establish Hanwei Company, and plans to invest 55 billion yuan to build the comprehensive development and utilization of lithium-potassium resources. Industrial parks, new energy materials industrial parks, intelligent lithium parks, new energy application manufacturing industrial parks and other projects.
Facing the favorable external environment of the lithium battery industry, Dazhou, which is located in the Sichuan lithium battery arena, will surely catch up, and it will take time to become the "first brother" of Sichuan lithium battery. The goal of "100 billion industrial park and the country's first deep brine lithium-potassium comprehensive development demonstration park" is also an important support for building Xuanhan into one of the top 100 counties in the country's economy, and will make positive contributions to Dazhou's striving for the province's economic sub-center . It will also promote the full integration of Dazhou into the Chengdu-Chongqing economic circle and the construction of the Wanda Kaichuan-Chongqing coordinated development demonstration zone.
