Deep cultivation of the Sanyuan Materials Industry Tianli Lithium can get capital to help to develop fast lanes

In recent years, the lithium battery industry has developed rapidly, driven by the multiple favorable demand of new energy vehicles and the multiple favorable policies of national environmental protection policies. The three yuan material has the advantages of high energy density, large discharge capacity, good circulation performance, and relatively stable structure. It has become an important development direction of lithium battery positive electrode materials, and has been widely used in new energy vehicles, electric bicycles, electric tools and 3C, etc. Related areas. Investigation data of the High Industry and Research Institute of Industry and Research (GGII) showed that in 2020, the shipments of China's positive pole materials were 510,000 tons, an increase of 27%year -on -year. After experiencing market downturn in the first half of the year, shipments can still increase by more than 20%. In the first half of 2021, driven by power batteries, energy storage batteries, and consumer batteries, the shipments of China's positive pole materials were 475,000 tons, an increase of 169%year -on -year.

In view of the long -term market prospects of the ternary material industry, in recent years, major domestic three -yuan material enterprises have invested in new production lines to expand the capacity of ternary materials. The overall competitive trend of the ternary orthopedic material industry has shown an intensified competition.

On August 29, Xinxiang Tianli Lithium Co., Ltd. (hereinafter referred to as "Tianli Lithium" or "Company") officially landed on A -share GEM. Tianli Lithium is a high -tech enterprise that is mainly engaged in lithium battery three -yuan material and its front -drive body research and development, production and sales. On the morning of August 29, the stock price of Tianli Lithium opened 32%, with a market value of nearly 10 billion yuan.

With the advantage of the first, the performance continues to grow

Tianli Lithium is one of the earliest companies in China that engaged in the research and development and production of ternary materials. The main products are the ternary materials of various models. They are one of the main domestic ternary material suppliers. Integrated R & D and production capacity.

Based on many years of industry experience and forward -looking market judgment, Tianli Lithium can start the research and development of ternary materials and front drives in 2009. The company broke and mastered the three -yuan front -drive system preparation technology in 2011, and successfully achieved mass production in that year; in 2012, it successfully mastered the key process technology of the three yuan material preparation and achieved mass production; Tons, the product has been widely recognized by downstream customers. The company's products include NCM333, NCM523, NCM622, NCM811 and other series, which cover almost all types of three yuan materials. According to GGII data (GGII) data, the company's ternary material shipments in 2020 were in the eighth place in the industry, with a market share of 5.67%.

Tianli Lithium has been focusing on the field of small power lithium batteries for many years. The downstream customers include Xingheng Power, Tianneng, Changhong New Energy, Hai Sida, Hengdian East Magnetic, Sunshine Power, Penghui Energy and other well -known domestic lithium battery fields. According to statistics from High Industry Research (GGII), in the field of electric bicycles and electric tool lithium batteries, the shipping industry in the industry in 2019 and 2020 ranks first in the industry, with a market share of 41%.

While focusing on the field of small power lithium batteries, relying on stable product quality and performance, some products of Tianli Lithium Energy have entered the new energy vehicle market, including Xingheng Power, Honeycomb Energy, AVIC Lithium, Hengdian East Magnetic, Penghui Energy sources A certain scale has been formed, and a certain scale has been formed.

Tianli Lithium can comprehensively consider from all aspects such as downstream customers' repayment cycle, the company's abundant funds, and the intense market competition. "pattern. Benefiting from this pattern, from 2019 to 2021, Tianli Lithium's operating income was 1.012 billion yuan, 1.243 billion yuan, and 1.663 billion yuan, respectively, and revenue continued to grow.

With technical advantages, focusing on the direction of high nickel and low cobalt

Tianli Lithium is a national high -tech enterprise. For many years, it has attached great importance to technological innovation, and adhering to the innovative ideas of "producing generations, reserving generations, and research and development generations." The company is one of the companies that have successfully developed the three yuan materials and its front -wheel drive and realized mass production earlier in China. In terms of research and development and production in the field of ternary materials and front -drive body, it is innovative and creative. The industrialization of meta materials in my country.

Since its establishment, Tianli Lithium has been focusing on the investment in R & D. From 2019 to 2021, the company's R & D investment was 34.036 million yuan, 38.901 million yuan, and 65.8051 million yuan, respectively. As of December 31, 2021, the company had a total of 74 developers, accounting for 18.73%of the total number of employees. At present, the company has 30 domestic patents, including 6 invention patents and 24 practical new patents.

In many years of production practice, Tianli Lithium can master many core technologies in the field of ternary materials and its predecessor. The stability has improved the safety and service life of the battery, and is innovative and leading in the industry.

It is worth noting that at the new cycle of the industry, the requirements of battery energy density and safety performance are becoming more and more stringent. At the same time, as the price of lithium battery raw materials rises and the voices of cost reduction and efficiency gradually increase, the lithium battery material system will be innovated. Sanyo, three yuan. The high nickelization, high voltage, and single -crystallization of the positive material have become trend.

在此情形下，天力锂能产品重点布局高镍低钴方向，通过研发三元前驱体晶面调控技术，对反应过程中工艺参数的调整和优化，可以满足常规、高镍、单晶、 The preparation requirements of low cobalt and cobalt -free products can match the best pre -driven appearance and structure according to the needs of the customer or sintering process to meet the diverse and personalized needs of customers. The company focused on the research and development of new products such as single crystal, covering, doping, doping, high nickel, low cobalt, cobalt -free, NCA, and four yuan. The company's product system includes mainstream products such as the 3 Series, 5 Series, 6 Series, and 8 Series, and it has the production capacity of 7 Series, 9 Series, NCA and other products. Full coverage. In terms of high -nickel products production technology, different from the mainstream of the industry, Tianli Lithium Energy mainly uses a three -fired process. Compared to the two -burning, the coverage of the three -burning modification is better and the overwhelming stability is better. In terms of cobalt -free positive materials, the company's products have strong market competitiveness due to their advantages such as excellent circulation performance, good safety, and low cost. From the successful research and development in 2020 to the end of 2021, the company produces a total of 360.61 tons of cobalt -free materials. Realizing sales of 354.38 tons and sales revenue of 26.1955 million yuan.

In the future, the three -yuan material field will accelerate the reshuffle. The market may be reconstructed. These related technical reserves that Tianli Lithium can be able to help them stand out.

The industry has a broad prospect, and capital helps the development

With the continuous improvement of new energy vehicle mileage, the sales volume of new energy vehicles is expected to continue to rise, and high -energy density ternary batteries are the mainstream power battery market to continue to expand; In the following, the alternative process of lithium batteries to lead -acid batteries is accelerated; at the same time, as large and medium -sized electronic consumer products such as consumer robots, smart homes, and unmanned aircrafts with high demand for power gradually enter the public's daily life, for lithium batteries, for lithium batteries The demand will also maintain stable and continuous growth; in addition, the energy storage, communication energy storage and family energy storage of power grids have formed continuous demand for the efficient energy storage application of lithium batteries, which further promotes the growth of the lithium battery market. The space is vast. As the main development direction of the positive electrode materials of lithium batteries, the demand for the market of ternary materials will continue to grow.

The core technology system and rich product chain of Tianli Lithium can have a complete product development, production and commissioning, which are at the forefront of the industry. However, its insufficient production capacity also limits the further development of the enterprise. At this time, capital assistance is essential.

Today, Tianli Lithium can successfully log in to the capital market to raise a total of 1.739 billion yuan, of which 628 million yuan will be invested in the Huaibei Sanyuan Active Materials Construction Project, and 208 million yuan will be invested into the Xinxiang Sanyuan Active Material Construction Project. These two projects can be effective Solve the problem of insufficient production capacity of the company. At the same time, after the project is put into production, it will help the company to further improve product performance, improve product types, improve the company's core technology level, and effectively meet the company's downstream customers' demand for high -nickel ternary materials, thereby improving the company's industry status and market competitiveness.

Get capital assistance, Tianli Lithium can reach a fast track of high -quality development. (Li Baoping)

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