Photovoltaic Di Mongolia cancels preferential electricity prices, and lithium battery materials enterprises affect geometry?The interpretation of the industry is here ...

Recently, the Development and Reform Commission of the Inner Mongolia Autonomous Region issued a notice of cancellation of preferential electricity price policies. It is understood that Inner Mongolia is not only an important domestic photovoltaic industry production base, but also an important gathering place for lithium battery materials enterprises.

According to media reports, because Inner Mongolia is an important capacity base for domestic battery litter graphification, this policy may increase the cost of littering of the domestic battery negative polarization in the later period of 1,400 yuan/ton.

In addition to negative graphite, Ten times the share of Yongtai Technology (SZ002326, 28.55 yuan, and a market value of 25 billion yuan) in 2021 also laid out electrolytic additive production capacity in the Wuhai in Inner Mongolia. Its production capacity of VC (carbonate) under construction in Wuhai is also an important basis for supporting it as a VC giant. So, will Inner Mongolia cancel the preferential electricity price, will it increase the cost of the company's electrolyte additive?

Neglastic graphite affects geometry?

Regarding the cost of negative graphite, the reporter of "Daily Economic News" consulted the Shanghai Nonferrous Network New Energy Analysts Tang Peng and Xinzhen Information Analysts Cheng Ling through WeChat. Both analysts have affirmed the position of Inner Mongolia in the negative graphite industry. Tang Peng introduced to reporters through WeChat that inner Mongolia's negative graphite production capacity accounted for about 45%of the country, and Cheng Ling believed that the proportion was about 40%.

It can be seen that the status of Inner Mongolia in the field of littering in negative poles. In addition, the cost of electricity in the negative graphite production is relatively high, and Cheng Ling believes that about 50%. So, what impact will the cancellation of Inner Mongolia's electricity discount on the negative graphite? The two analysts thrown their respective views.

Tang Peng gave his computing logic: a ton of graphite electricity consumption is 12000 degrees to 14000 degrees, and the price of electricity prices has increased by about 1,400 yuan/ton.

Cheng Ling told reporters: "In fact, since the third and fourth quarters of last year (since), because the power limit is particularly tense, most of the preferential electricity prices of most negative electroded graphite companies have been canceled, especially Ulanchabu. In the past, 3 cents were more than 3 cents. The once -electricity fee was basically canceled. Since the fourth quarter of last year, the electricity price has been around 4 cents, 1, 4 cents 2 (once). "

Cheng Ling believes that what is really affected is the La Jing enterprise (photovoltaic single crystal, polycrystalline). Previously, these La Jing companies enjoyed the preferential electricity price of 2 cents (once), and now rose to 4 cents (once). The electrical price of negative graphic enterprises has risen around last year. The cancellation of preferential electricity prices was about 2 cents to 3 cents. In addition, Cheng Ling believes that the amount of electricity for a ton of graphite is about 6000 degrees to 12000 degrees. According to this calculation, the affected enterprise is much less influenced.

For the cancellation of preferential electricity prices, a Shan Shan shares (SH600884, a stock price of 25 yuan, and a market value of 56 billion yuan) staff said to reporters through WeChat: "From the perspective of calculation, it will definitely increase the cost." Essence

It is worth mentioning that Guoxuan Hi -Tech (SZ002074, the stock price of 34.68 yuan, and a market value of 61.7 billion yuan) also built an annual output of 400,000 tons of negative material graphite chemical plant in Wuhai, Inner Mongolia. So, will Guoxuan Hi -Tech related projects be affected? Relevant staff of the company told the reporter of "Daily Economic News": "No, because we plan to be all solar."

The reporter inquired about Guoxuan Hi -Tech in June 2022 Investor Relations Activities Record Form that Guoxuan Hi -Tech Wuxi Ukitimate Material Graphite Project corresponds to 4 billion kWh. It is planned to fully use solar power supply. 1GWH company's own energy storage power station to create a zero -carbon base for new energy vehicle materials, and realize low -carbon cleaning from power generation, production to energy storage.

In addition, Guoxuan Hi -Tech also said that the company has recently established a strategic partnership with a photovoltaic company, which will continue to deepen cooperation in the fields of energy storage and new energy, and open up new space and growth points for the company's energy storage business expansion. It is not convenient to disclose details due to the confidentiality of customers.

Yongtai Technology: Project normal development

The cancellation of electricity prices is slightly different on the influence of the negative graphite. So does it have an impact on the removal of electricity prices for electrolyte additives?

A analyst who is unwilling to be named Xinxin Information said to the reporter of "Daily Economic News" through WeChat: "At present, it has little impact on the entire additive market. The additives are mainly in coastal areas. The power is a bit large. If the electricity increases by 1 yuan per kWh, the cost will increase a lot. "

VC Giant Yongtai Technology's electrolyte additive production layout is mainly located in Wuhai, Inner Mongolia. According to the company's June 2022 Investor Relations Record Form, the recent operating situation of Yongtai Technology Lithium Electric Materials Plates is: Lithium Six Fluorophosphate has been put into production capacity of 8,000 tons/year; VC products have been put into production capacity of 5,000 tons/year. FEC products have been For the production capacity of 3,000 tons/year, the lithium of dual -fluorosulfonal amine has been produced by 900 tons/year production capacity. Among them, the Wuhai of Inner Mongolia is mainly organic chemicals, mainly responsible for the production of additive products (VC, Fec). Fujian Shaowu is mainly inorganic chemicals. Production; electrolytes below Taizhou in Zhejiang.

In other words, the Black Sea of Inner Mongolia is the main electrolyte additive base of Yongtai Technology.Earlier, Yongtai Technology stated in the project feasibility report that the location of the park (low -carbon industrial park in Wuhai Economic Development Zone in the project) is located in Hainan District, Wuhai City.Rich resources, developed surrounding road networks, and good support conditions such as land, coal, and electricity. The raw materials and power resources used in the project have obvious supporting advantages.Regarding the cancellation of preferential electricity prices affecting the project progress, the reporter of "Daily Economic News" called Yongtai Science and Technology's Office on September 6.Relevant staff said: "I don't know what you say. Our (Wuhai) projects are currently carried out normally. Because our Inner Mongolia is relatively large, (electrolyte additive) projects are put into production, some are put into production, some are someSome are still under construction. "

Cover picture source: Daily Economic News Data Map

Daily Economic News

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