The new project of multi-fluorine and Dong-tung the vast amount of electrolyte for the six lithium phosphate supporting

The new lithium battery is more than fluorine (002407, closing price 62.80 yuan) announced 3rd, the company will spend more than 440 million yuan on investment plans. The planned capacity of the industry to make eyebrows, such as electrolyte, the company plans to use three years to build an annual output capacity of 20,000 tons of production lines, this scale is the industry leader in Jiangsu Guotai (002091, closing price of 31.27 Yuan) after the expansion of two times! Why do you plan to have such a large capacity? What is the company's plan in the field of lithium batteries?　　3rd, "Daily economic news" with these questions, contacted by the Chen Xiang. Electrolyte capacity supporting lithium hexafluorophosphate November 3, more than fluorine issued a notice said, will invest 344 million yuan to build lithium battery raw materials project, another 100 million yuan to power battery pack. The raw material project will be built in three phases, with a duration of three years and complete by 2013.　　After the completion of the project, the company will have an annual output of 400 tons of battery-grade lithium fluoride, 5000 tons of electronic-grade hydrofluoric acid, 2000 tons of lithium hexafluorophosphate and 20,000 tons of electrolyte capacity. The scale is quite large.　　Only from the electrolyte look, the domestic industry's leading, has been fighting for 8 years of Jiangsu Guotai, by the end of last year, production capacity is only 2000 tons, and Cathay after several considerations to decide the capacity expansion, after the completion of the 10,000 tons/year scale.　　Earlier, the reporter had to expand production interviewed Jiangsu Guotai, Chengxiaoqing, the company's securities representative, said at the time, although the lithium battery industry has no specific association, some industry data is difficult to unify, but on Cathay's own feelings, relying solely on consumer electronics demand, can not digest the company's expansion capacity. Another obvious sign is that companies are expanding in the industry, and there is a growing influx of new companies. For example, the new state now has an annual output of only 1500 tons, IPOs will allow the company's capacity in 2011 years to expand to 3600 tons, further expansion to 8600 tons in 2013; Among the new entrants, Huafang textile electrolyte was passed through EIA in June this year, and the July trial production samples were sent to downstream customers　　August to the level of hundred tons, the speed is quite fast. In this situation, the same as the new Ding more fluorine, a breath of 20,000 tons of capacity planning, is not afraid of the possibility of overcapacity risk? 3rd Company Dong Chen Sangju told reporters that the electrolyte design of such a large capacity, mainly for the six lithium phosphate project matching.　　Chen Sangju told reporters that after the completion of the new project, the company will have 2000 tons of lithium hexafluorophosphate, according to the current 1 tons of lithium hexafluorophosphate production 8~10 tons of electrolyte calculation, the company's supporting electrolyte production needs in 20,000 tons.　　Bullish on the demand for new energy vehicles but on such a large scale, does the company not worry about the embarrassment of overcapacity after the project is completed? Chen Sangju said that the company believes that lithium battery is a new sunrise industry, the future has a broad space for development; 20,000 tons of capacity at this point in time to look really big, but the company is built in stages, by the end of next year only to achieve 5000 tons annual production capacity,It is difficult to assert the extent to which market demand will be completed by 2013. This is mainly the new energy vehicle market. Chen Sangju said the company believes that once the new energy vehicle market starts, it will bring explosive growth to lithium battery demand, but the timing of the outbreak is difficult to judge;　　The same point of view also appeared in Jiangsu Guotai, its Chengxiaoqing also revealed that Cathay's expansion is also for the future of the expected new energy market to do reserves. "We do not deny that there is a risk, but the company is confident that the ability to succeed." "Chen Sangju said. He told reporters that the company in the field of lithium-ion steps are not aggressive, are in the firm before entering the next stage. For example, the most critical of lithium hexafluorophosphate, the first company trial-production scale of 2 tons, and then expanded to 20 tons, the product is stable and then mentioned 200 tons, is now going to start 2000 tons line construction.　　He revealed that 2 tons and 20 tons of products have reached the new energy vehicle power lithium battery specifications, 200 tons of the current production of the production of product indicators stable in the ideal state. Chen Sangju said that lithium is the company's development plan has been set down in the industry, will be built to cover lithium fluoride and hydrofluoric acid, lithium hexafluorophosphate, electrolyte, power batteries, including the Top-down industrial chain; In the future, more fluorine will rely on crystalline silicon products into the field of PV. And more fluoride in lithium batteries up and down the big strength, the company's IPO when the 620 million yuan, in addition to the partial repayment of bank loans, the rest have all been put into lithium.