Article**: Frontiers of Energy Storage***
Although the upstream raw material lithium carbonate in the battery industry has been falling endlessly, the signing of lithium and sodium projects has been in full swing since November, and a total of 15 new projects in related industries have been signed according to incomplete statistics of the energy storage frontierThe total amount reached 40.2 billion yuan, of which sodium power projects totaled 18 billion yuan, accounting for 45% of the total contract amount, and all-solid-state batteries accounted for 16%, totaling more than 50% of the total.
Lithium battery related projects
Cathode material
On the afternoon of November 25, the Badr 10GWh lithium iron phosphate battery cell and smart energy storage system project was successfully signed in Tongshan District, Xuzhou City. The 10GWh lithium iron phosphate battery cell and smart energy storage system project signed this time has an accurate industrial direction, a large investment scale and a high product gradeIt has broad development prospects and good profit expectations. (The 10GWh lithium iron phosphate battery cell project was signed in Xuzhou!.)）8.7 billion!Anode material
Recently, the Hantang Senyuan new material anode industrial base project landed in Xi'an High-tech Zone. The projectWith a total investment of 3.5 billion yuan, it will mainly build an annual output of 80,000 tons of modified graphite anode materials and silicon carbon anode production linesThe "physical intercalation mechanical method" is used to complete the modification of natural graphite, which is not only lower than the traditional process, but also has the advantages of low energy consumption, zero emission and no pollution. (80,000 tons of anode material project landed in Xi'an!.)On November 22, the people of Zhungerqi and Changzhou Silicon Source New Energy Materials held a signing ceremony for the project of silicon-carbon anode materials with an annual output of 20,000 tons. The total investment of the project is 2.2 billion yuanAfter completion, it will become the world's largest silicon carbon anode material project with the largest domestic production capacity. (The largest in the country!.)The 20,000-ton annual silicon carbon anode material project settled in Inner MongoliaOn November 17, the people of Mianchi County, Henan Province signed a strategic cooperation agreement with Qingdao Zhengwang New Materials Co., Ltd., and signed a project with an annual output of 30,000 sets of lithium battery anode equipment and 30,000 tons of lithium battery anode materials. The total investment of the project is 200 million yuanThe project will be constructed in two phases, and the first phase is planned to invest 0500 million yuan, completed and put into operation within half a year;The second phase plans to invest 1500 million yuan, completed and put into operation in one year. (30,000 tons of lithium battery anode material project signed in Henan!)On the evening of November 13, Putailai (603659) released a report on the non-public issuance of A shares, and the number of the company's non-public issuance was 12.2 billion sharesThe total amount of funds raised is 282.1 billion yuanNet proceeds net of issuance expenses281.5 billion yuan, which is intended to be used in fullAn integrated construction project with an annual output of 100,000 tons of high-performance lithium-ion battery anode materialsAnnual output of 9600 million square meters of base film coating integration construction project and supplementary working capital. (2.8 billion!)The negative electrode leader will increase and expand production!）3.800 million!Electrolyte
On the morning of November 18, Linxiang City and Shenzhen Huachi New Energy Technology Co., Ltd. held a project signing ceremony, marking the official settlement of the new energy electrolyte project with an annual output of 50,000 tons in Binjiang District, Linxiang High-tech Zone. (50,000 tons of electrolyte project settled in Hunan!)It is understoodThe project invests 3800 million yuan, the construction of an annual output of 50,000 tons of new energy electrolyte production line. After the project is completed and fully put into production, the annual output value will not be less than 1 billion yuan, and the tax payment will be more than 17.5 million yuan. 6 billion!Other related projects of lithium battery
On the morning of November 17thJereh Environmental Protection and Wanhua Chemical Group Battery Technology, a subsidiary of Jereh Groupand other companies signed a cooperation agreement, inConstruction of lithium battery resource disposal plant, construction of lithium battery crushing project, production of new energy battery materialsExtensive cooperation has been reached in the fields of environmental governance, equipment R&D and manufacturing, which is the first large-scale centralized signing ceremony in the field of global lithium battery resource recycling. (Wanhua Chemical signed another lithium battery project!.)On the evening of November 19, Zhongyi Technology signed a project investment agreement with the people of Baoji City, Shaanxi Province, the people of Jintai District, Baoji City, and Baoji Industrial Development Group, hereinafter referred to as "Industrial Development Group".Construction of 80,000 tons of advanced electronic materials industrial base project in Jintai District, Baoji City. The project is located in Panlong High-tech Industrial Development Zone, Jintai District, Baoji CityThe total planned investment is about 6 billion yuanThe project is constructed in three phases, namely 30,000 tons, 30,000 tons and 20,000 tons, and the operation cycle from each phase of the project to official operation is about 18 months. The project plans to use about 500 acres, of which about 300 acres are used in the first phase and 200 acres are used in the second and third phases. (The 6 billion yuan lithium battery project landed in Shaanxi!.)On November 6, during the 6th China International Import Expo, Chen Haiming, deputy mayor of Dezhou City, had a discussion with Liu Changxin, regional director of Wotai Energy in East China, and other relevant persons in charge. During the discussion, a signing ceremony was held between Qingyun County and Wotai Energy Project. According to the agreement,Wotai Energy will invest in the construction of an annual output of 2GWh lithium battery pack and energy storage system integration project in Qingyun County. (The annual output of 2GWh energy storage project was signed in Shandong!.)）Sodium electricity related projects
18 billion!Sodium electricity project
On November 29, Meilian announced that the company's subsidiary, Liaoning Meicai New Materials, had signed the "Investment Promotion Agreement" with the people of Haicheng City on November 28, 2023, and wholly acquired Anshan Huihong Pigment TechnologyInvest 2.5 billion yuan to build a Prussian blue (white) project with an annual output of 60,000 tons in three phasesand the construction project of new special resin materials and fine chemical surfactants. (2.5 billion!)Another sodium cathode material project signed!On the afternoon of November 18, Huaihai Holding Group signed a 10 billion sodium-ion battery project with Fodi Battery. The project plans to have a total investment of 10 billion yuan and an annual production capacity of 30GWhIt will build the world's largest supplier of sodium electric systems for mini vehicles. (BYD's 10 billion sodium electricity project was signed!.))On November 14, Hedong Economic Development Zone, Linyi City, Shandong Province and China Sodium Times (Shenzhen) New Energy Technology Co., Ltd. (hereinafter referred to as China Sodium Times) held a project signing ceremony. It is understoodInvested and constructed by the sodium eraThe total investment of the project is 7400 million yuan, covering an area of 100 acres, the main construction content is an annual output of 25GWh sodium-ion battery and annual output of 5GWh pack+ energy storage. （7.The 5GWh sodium electricity project was signed in Shandong!On November 11, Toncin Environmental Protection (003027) announced that the company signed the "Investment Cooperation Agreement" with the Management Committee of Anhui Hanshan Economic Development ZoneIt is planned to invest about 600 million yuan to build a cathode material project with an annual output of 20,000 tons of sodium-ion batteries in two phases in Hanshan Economic Development Zone, Anhui ProvinceThe products are widely used in low-speed vehicles, starting power supply and energy storage and other fields. (600 million yuan!)The sodium battery cathode material project settled in Anhui!On November 8, the Management Committee of Henan Shangqiu Yushang Economic and Technological Development Zone and Tianjin Runya Technology Co., Ltd. jointly held a signing ceremony. According to the contract, the two parties will jointly build a 7GWh sodium-ion battery manufacturing project. The total investment of the project is 4.2 billion yuanIt is estimated that after completion and operation, it can achieve an annual income of 7 billion yuan and a profit and tax of 500 million yuan. (The annual output of 7GWh sodium-ion battery project landed in Henan!.)）Solid-state battery related projects
7 billion solid-state battery project
Recently, Wuhai City** and Haibo Bay District** of Inner Mongolia joined forces with Qingtao Energy to sign an investment agreement on the solid-state battery zero-carbon industrial park project. (The 7 billion solid-state battery project settled in Inner Mongolia!)）
With an investment of 7 billion yuan, the project will be constructed in three phases, and will have an annual output of 50,000 tons of zero-carbon manufacturing solid-state battery cathode materials, 10GWh solid-state battery cells and PACK-related businesses.