Ganfeng Lithium Industry Hand Hands in GAC Aan's High Cost Lithium Industry Chain Reappear upstream and downstream in -depth cooperation

20AUG

Our reporter Cao Qi, a trainee reporter Li Wenshan on August 19, Ganfeng Lithium announced that the company and GAC Ean recently signed the "Strategic Cooperation Agreement". Line cooperation to continuously explore in -depth cooperation at all levels of lithium resource development, midstream lithium salt processing, and comprehensive recycling of waste batteries. In -depth cooperation between the two parties to broaden the industrial chain Huchenghe cooperation plan shows that Ganfeng Lithium will give full play to the advantages of the core raw materials such as lithium carbonate, to provide raw materials with both reliability and cost -effectiveness to GAC Ean or its (potential) suppliers; Ganfeng Lithium is developed in the field of new battery fields (such as solid -state batteries). Under the condition of comprehensive technology, quality, and cost, it is prioritized to introduce new battery solutions for Ganfeng Lithium Electricity. Lithium carbonate/lithium hydroxide required for production. In addition to the above -mentioned cooperation, Ganfeng Lithium also decided to participate in the introduction of strategic investor projects through capital increase and share expansion. On July 18, GAC Ean launched a new round of introduction of strategic investors' capital increase and expansion projects, and officially listed at the Guangdong United Property Rights Trading Center. It is reported that the funds raised this time will focus on the development and industrialization layout of core technologies such as new product development, new generation of batteries, electric drive research and development and industrialization, smart driving, smart cockpit, energy ecology and capacity expansion. "At present, the main factors that affect the growth of new energy vehicle sales are costs, chip supply and infrastructure supporting facilities. The battery cost has accounted for more than 50%of the entire vehicle cost, which limits the further growth of sales. In the future, GAC Ean and Ganfeng Lithium Industry Relying on their own industrial foundation and industry resources advantages in the new energy field, we can explore cooperation in lithium resources, battery recycling, battery ladder use, etc., improve the profit level and market status of both parties, and build a strategic alliance for the industrial chain. " Chang Qinghong told the Securities Daily reporter. At the previous World Power Battery Conference, Zeng Qinghong once ridiculed that he was working for Ningde Times, and bluntly said that the current price of power batteries is too high. In fact, GAC Ean has raised prices twice this year, and the price increases from 6,000 yuan to 10,000 yuan. The reason for price increases is caused by the continued rise in raw material prices. In the context of the mismatch of supply and demand, the price of upstream raw materials upstream of lithium batteries has continued to rise this year, which has also led to the price of power battery manufacturers to increase. The price of lithium iron phosphate batteries has reached 37%compared to the end of last year. Under the pressure of pressure, car manufacturers are generally generally transmitted. Facing huge cost pressure. At the same time, GAC Ean's sales have skyrocketed this year. Data show that GAC Ean's sales in July were 2,033 units, an increase of 138%year-on-year; the cumulative sales volume in January-July was 12,5284 units, an increase of 135%year-on-year, and the performance was very dazzling. Behind sales, in addition to the GAC Euan Fali Net car rental market, it also benefits from the company's development in the private car market. "As a local company in Guangdong, GAC Ean has the advantages of localized brands. In addition, the level of electricization in the Pearl River Delta region is high, and the GAC Ean market is broad." An industry insider told the Securities Daily reporter. The reporter noticed that GAC Ean said that it would achieve an annual sales of 400,000 units in 2025. By then, the demand for upstream raw materials will increase significantly, and the stability of the supply chain will become more important. In addition to in -depth cooperation with upstream raw material manufacturers such as Ganfeng Lithium, GAC Ean is also trying to increase its bargaining power in the industrial chain, such as adjusting the proportion of power battery suppliers to reduce the proportion of products in Ningde Times, a large number Increasing the supply of Fenng Technology, the "one supply" of power batteries is not Ningde Times but China Innovation Airlines. In 2021, Innovation Airlines accounted for 76.33%of its installed capacity. "At present, the company is building a power battery company and the mass production line of power batteries to promote the industrialization layout of the self -developed and self -produced battery, and to achieve independent controllable power battery supply." According to relevant sources of GAC Ean, on August 11th, on August 11, on August 11, on August 11, GAC Group's foreign announcement will set up an electric drive technology company to realize the industrialization of independent IDU electric drive systems and GMC hybrid electrocrobal coupling systems. The proportion of 23%, 26%, and 51%is planned to be completed in 2025. Solid -state batteries are about to mass -produce 1,000 kilometers one after another, which will not be the biggest feature of the dream solid battery. At the same time, it is also conducive to the improvement of energy density. Therefore, it is sought after by various capitals. Ganfeng Lithium began to enter this field in 2017. In January this year, the first batch of 50 Dongfeng E70 electric vehicles equipped with Ganfeng solid batteries officially completed delivery. At present, the company has built a 7GWH battery production capacity, including 2GWH's solid battery production capacity, which has accelerated significantly this year. On August 6, Ganfeng Lithium Industry Announcement stated that he agreed to the holding subsidiary Ganfeng Lithium Electric Power invested by its own capital to build an annual output of 15GWH new lithium battery project. Lithium battery projects; invest in Chongqing 5.4 billion yuan to build a 10GWH new lithium battery technology industrial park and advanced battery research institute project, which will become the largest solid -state battery production base in China. Although the layout is relatively earlier, Ganfeng Lithium's solid battery commercialization process is slow.

According to the data, the energy density of the second -generation solid -state battery of Ganfeng Lithium will reach 360WH/KG. This battery has been completed in the first quarter of 2021. According to the plan of the first quarter of 2022, it is expected to be developed. Enter the SOP (Standard Operation Procedure) stage. In addition, the energy density of its third -generation solid -state batteries will reach 420WH/KG, and A -shaped product development has been completed in the first quarter of 2021. "The company's solid -state battery is actually a semi -solid battery mixed with solid fluid, and the full solid state is still in the research stage." The relevant person in charge of Ganfeng Lithium industry revealed. In contrast, many domestic power battery manufacturers have gone forward. Funneng Technology stated on the interactive platform in January this year that the company's first generation of semi -solid batteries (energy density 330WH/KG) already have mass production conditions, which will be mass production conditions. According to customer needs, the production time is determined; Guoxuan Gaoke said on August 7 that the company's semi -solid battery single energy density reached 360Wh/kg. It reaches 160 kWh and has a range of more than 1,000 kilometers. The Ningde Times Kirin battery can be achieved 1,000 kilometers of battery life, and the energy density can reach 255Wh/kg. With the mass production of solid -state batteries in the future, many people in the industry believe that it is expected to accelerate a new era with a range of 1,000 kilometers of pure electric vehicles. Recommended reading

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