"Fighting Economy and Development" Research Store 丨 "Friends Circle" in the park

Chuanguan News reporter Chen Bihong Wenlu Min /Wen Yang Tree /Photography

Research point: Yibin, Jiang'an Economic Development Zone, Sichuan

"The latest price of lithium concentrate auction this morning is 40,000 yuan/ton, and the original lowest time is only 2,000 yuan/ton. Although the price has skyrocketed, the price of the acquisition is also available because of the continued increase in the downstream demand side." In June On the 24th, Zhang Xianggang, deputy general manager of Tianyi Lithium Industry Innovation Co., Ltd., Yibin City, received a wave of merchants, and another wave of merchants was ready to arrive.

The lithium -battery industry on the wind is like a "magnet", which has continuously attracted all places to enter this fiery industrial track. The market is not worried and the sales are not worried. It seems that as long as it is successfully squeezed into the track, you can earn one. But this is just a glorious side.

The Sichuan Daily All -Media Investigation Team found in the Sichuan Jiangan Economic Development Zone and found that in the face of the problem of logistics blocking, poor supply chain, and the collective price of upstream and downstream products in the industrial chain Or lightly "fall" and build an industrial ecological "circle of friends" with interdependence and dependence has become one of the keys to the stabilization industry in the park.

A string of "grape -shaped" industrial relationship map

In March of this year, due to the large number of domestic epidemic, a lithium mines imported from Australia and Brazil from Australia and Brazil were forced to stay at the coastal port for more than 10 days. In view of this, enterprises have to pay more than one million yuan for freight vessels.

However, the increase in logistics costs is just one aspect. If the ship can't get in, you can't get out. The orders of overseas customers can only be extended, but the new cost is one more. Zhang Xiang said frankly that fortunately, the warehouse had made raw materials reserves, otherwise even normal production would have an impact.

Various additional costs are superimposed and various risks coexist, but Tianyi Lithium still completed 2.4 billion yuan in output value last year. This year, the company's output value target set by the company is 10 billion yuan!

What is the confidence of this goal?

Tianyi Lithium

On the exhibition board placed in front of the company, a series of "grape -shaped" circular economic maps have attracted the attention of the research team: around the Sichuan era, Haifeng and Rui leading companies, the lithium battery circulation industry and chlorine chemical industry were connected in series, respectively. The two major chains of the circulating industry. Between these two industries, a larger industrial ecosystem is formed on the lithium battery. More than a dozen companies are like grapes tightly together, intertwined into a complete industrial relations network-

Haifeng and Rui are a company that produces chlor -alkali chemical and fine chemical products. The chlorine gas generated during its production process is used for another company to produce titanium pink, and the salt water and industrial residue produced by the third company returned to Haifenghe Specific production of cement.

"Sodium hydroxide is the basic material of lithium hydroxide, and our production must use some products of Haifeng and Rui." Zhang Xiang said that it is the complete industrial chain that has a stable and sufficient supply. Therefore, Tianyi Lithium Industry has accelerated new projects, and at the same time, the lithium battery circulation industry has been extended here.

In this regard, a person in charge of Haifeng and Rui said that although the epidemic affects the export of chlor -alkaline chemical products in a short period of time, the profit is considerable because of the large demand for downstream. "Relying on the development of the lithium battery industry in the park, it also has a significant effect on our products." The person in charge said.

The acceleration integration plan after a "pain"

The lithium battery industry track that rushed into the high -speed running was not every "player" that could rush ahead. Slowly running, there is the risk of being eliminated.

Yibin Guangyuan Lithium Electric Materials Co., Ltd., which focuses on the production of lithium battery three -yuan copers, has less than 10 minutes by driving from Tianyi Lithium. Last year, the company's output value reached 800 million yuan. In the first May of this year, the company's price of lithium salt raw materials soared dozens of times, which led the company's production of lithium battery three -yuan positive pole material front drive products to be priced. It was this lifting that directly caused the company's orders to decrease by 50%.

"The products sold by the company do not enter the lithium battery circulation industry supply network in the park. The downstream customers are mainly concentrated in Jiangsu and Zhejiang, because there is no" rising shipbuilding "such as a solid upstream and downstream supply chain relationship. Under the circumstances of super -expected factors at home and abroad, orders are easily lost. "Mu Yichuan, director of the company's general manager's office, said frankly.

After this wave of impact, Yibinguang originally had a new plan: Based on the current annual output of 10,000 tons, it will expand the production capacity to 25,000 tons next year. Essence

In Mu Yichuan's view, one of the important reasons that failed to enter the supply system in the past was that his volume was small, and the downstream related suppliers could not be seen. "Not only should we increase the market share by expanding the scale, but also hope that the park can introduce upstream sulfate manufacturers to build factories near the company to further improve the entire industrial chain and reduce logistics costs to the greatest extent."

Tianyi Lithium

As a bearing place for the Yibin Lithium Electric Industry Cluster Project, Jiang'an Economic Development Zone has landed in the past few years, with a total investment of more than 20 billion yuan. This year, it focuses on 20 projects, with a total investment of more than 50 billion yuan. Essence "How to play this good card in your hand is a test in the current complex development environment," said Liu Ping, deputy director of the management committee of the district.

At present, the park has successively established the "Frontline Headquarters" system, "one project, a leader, a special class, a set of solutions, one grasping to the end" follow -up promotion mechanism, etc., and closely introduce related projects around the main industry to ensure that the project is fully the project to complete the project.Link management and efficiency of the whole process.At the same time, in order to fully break the bottlenecks of the project landing elements, in terms of land use and environmental protection indicators, both actively strive for financing, but also vigorously implement the increase or decrease and linked hooks to solve the demand for project land."Physical examination", effectively guarantee the project quickly and smoothly."In the first June of this year, the total output value of the lithium battery industry in the park is expected to reach 7.52 billion yuan, an increase of 723.1%year -on -year." Liu Ping said.

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