TCI Materials recently passed a proposal and decided to invest in the construction of a "lithium carbonate project with an annual output of 30,000 tons" by the subsidiary Jiujiang TCI Resources Recycling and self-raising funds. The construction period of this project is 14 months, and the total investment is expected to not exceed 10700 million yuan. After the project is completed and put into operation, it is expected to achieve an average annual operating income of 25300 million yuan, with an average annual net profit of 1700 million yuan.
The new lithium carbonate production line adopts the pyrometry process, which is different from the previous 30,000-ton purification production line. The characteristics of the pyromeric production line are that it achieves electric carbon directly from upstream raw materials and minerals, and realizes integrated production. This means that Tianci materials can not only ensure their own raw materials, but also further reduce production costs and improve the competitiveness of products.
As an important raw material in the lithium battery industry chain, the stability and cost of lithium carbonate directly affect the production of electrolyte and lithium iron phosphate products. The new lithium carbonate production line of Tianci Materials can not only meet its own needs, but also sell to the outside world and further expand its market share.
TCI Materials already has a strong competitive advantage in the field of lithium battery electrolyte, and the new lithium carbonate production line is a further improvement of the integrated layout of its industrial chain. This layout not only helps to improve the cost advantage of the material in electrolyte and lithium iron phosphate products, but also makes its position in the lithium battery industry chain more stable.
At present, the lithium battery industry is at the bottom of the cycle, and many companies are facing pressure on profitability. However, with its perfect industrial chain integration layout and strong competitive advantage, Tianci Materials is expected to rise rapidly when the industry recovers. It is expected that the company's performance in the next few years will usher in explosive growth, and it continues to recommend investors to pay attention.
Note: The data and opinions in this article are provided by the CT new team and are for reference only.
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