Qinghai should promote salt resources development to national strategy.
On January 25, the first meeting of the 13th NPC in Qinghai Province was held in Xining, Qinghai Province. Governor Wang Jianjun of Qinghai Province proposed in his government work report that Qinghai would promote the development of salt resources to a national strategy in 2018. Meanwhile, Qinghai will push forward BYD lithium batteries, gold Kunlun lithium batteries and other projects.
As a province with over 60% of the world's lithium reserves, Qinghai Province, in recent years, is constantly expanding the development and utilization of the salt resources in the Salt Lake and trying to build a 100 billion yuan lithium battery industrial base to promote the lithium resource advantage into economic and social development New kinetic energy.
In fact, many listed companies already smell the business opportunities in the layout of related industries in Qinghai, including battery giant BYD, Ningde era.
Qinghai will promote salt resources development to national strategy
Qinghai Salt Lake is rich in resources, with official data showing that in the case of salt lakes alone, they are mainly distributed in 33 salt lakes in the Qaidam Basin, accumulating 303.175 billion tons of sodium chloride, 803 million tons of potassium chloride, 5.655 billion tons, 18.5196 million tons of lithium chloride.
Data released by Qinghai Provincial Department of Land and Resources as early as January 2017 show that the province has a total potential value of 104.56 trillion yuan of mineral resources, of which 11 kinds of salt lake minerals such as sodium salt, mirabilite, lithium ore, potassium salt and magnesium salt are potential Total value of 99.15 trillion yuan, accounting for 94.83% of the province's total potential mineral resources.
It is reported that since 2011, Qinghai Province has been mining salt lake amount of 244 million tons, the total industrial output value of 61.6 billion yuan.
Wang Jianjun said in his 2018 Qinghai government work report that in 2018, Qinghai would focus on stabilizing industrial growth and launching the year of industrial strong base development. It will transform and upgrade the industries of salt lake chemical industry, non-ferrous metallurgy and energy resources by using new technologies, new processes, new materials and new equipment Chemical industry, building materials, light industry and textile and other traditional industries. The project has fully completed the integration of metal magnesium and comprehensive utilization of Yili Ping Salt Lake resources, and promoted the development of Salt Lake resources to a national strategy.
At the same time, Qinghai Province will also implement five major projects, including lithium battery industry, photovoltaic capacity expansion, equipment manufacturing and bio-industry development, new material chain extension, key technology breakthroughs and information technology demonstration and application. Lithium salt, in the fiber, coal to olefin and other projects.
In fact, as early as 2016, when President Xi Jinping inspected Qinghai, he pointed out that Salt Lake resources are the largest resources in Qinghai and also the country's strategic resources.
Wu Hai-kun, director of the Qinghai Provincial Development and Reform Commission, once said that it is necessary to upgrade the development and utilization of salt lake resources to a national strategy that will guide the restructuring and integration of salt lake chemical companies. In accordance with the strategy of "going out of potassium, capturing magnesium, developing lithium, integrating alkali and optimizing chlorine" Layout, to the series, high-quality, diversified development, enhance the competitiveness of the entire industry chain, building in China has an important influence on the comprehensive utilization of salt lake 100 billion industrial clusters.
According to the Ministry of Land and Resources of Qinghai Province, according to the resource endowment, the province has stepped up the exploration and development of the province's salt resources in Qinghai Province in order to build Qinghai into a national strategic resource reserve base, find out the bottom line, and integrate funds, technologies and personnel.
Lithium resource development put on the agenda, Qinghai will create hundreds of billions of lithium industry chain
Many mineral resources in Qinghai Salt Lake, the concern is still lithium resources.
In recent years, the market for new energy vehicles is rapidly developing. From a global market perspective, sales of new energy vehicles increased from 51,000 units in 2011 to 914,000 units in 2016, an increase of 16.9 times in 5 years. Lithium Research Institute (GGII) expects global sales of new energy vehicles in 2022 will reach 6 million units, an increase of 5.6 times compared with 2016.
The rapid development of new energy vehicles led to the growth of power battery, with the outbreak of downstream power and energy storage market, the lithium chemical industry is ushering in tremendous room for growth.As the lithium battery industry's core raw materials of lithium carbonate, the price per tonne Three years has soared about 5 times.
Lithium products are divided into two types of basic lithium products and high-end lithium products. Basic lithium products refer to industrial-grade lithium carbonate, lithium chloride, and industrial grade lithium hydroxide. High-end lithium products include battery grade lithium carbonate, high purity lithium carbonate, Lithium-ion battery, butyl lithium, lithium fluoride, etc. Lithium carbonate, as the backbone of the lithium industry chain, is of crucial importance and the global lithium companies all measure the scale of the enterprises with lithium carbonate output.According to the sources of resources, at present, lithium carbonate There are two main types of production technology: ore to mention lithium and salt lake to mention lithium.
In fact, the lithium ore is mainly monopolized by foreign countries, and China's lithium resources mainly belong to salt lake brine lithium. And because of the high ratio of magnesium to lithium in the country's salt lake and poor resource endowment, the technology did not break through. High energy consumption, high cost, high pollution problems prominent, and the gradual removal of salt lake technology to mention, lithium salt lake industry gradually become the trend of development.It is understood that the salt lake to mention the low cost of lithium, about 50,000 yuan per ton, but due to rainfall And other natural factors, short-term output can not be substantially increased.It is generally expected in the industry to 2019-2020 Salt Lake lithium production capacity is expected to significantly increase.
The "Qinghai Lithium Industry Patent Navigation Report" released in September 2017 shows that the world's identified reserves of lithium resources are 34 million tons, that of Qinghai Salt Lake accounts for over 60% of the global lithium reserves, and that 80% of China's lithium resources Concentrated in Qinghai.
For such a rich lithium resources in Qinghai, how to seize the opportunity to industrialization of resources development?
In 2014, "Qinghai Province 100 billion yuan lithium battery industry development plan" has made it clear that the maximum advantage of lithium battery industry in Qinghai Province into economic advantages in the construction of Qinghai Province has a certain influence of 100 billion yuan lithium industry base, to In 2020, Qinghai plans to invest 70 billion yuan in the lithium industry with an output value of over 78 billion yuan, and by 2025, the lithium industry will invest 160 billion yuan and the output value will reach 180 billion yuan or more.
On January 20, Wang Liming, Vice Governor of Qinghai Province, said at the China EV 100 Forum (2018) that in order to promote the development of the lithium industry, Qinghai Province will implement the measures from five aspects:
Efforts to enhance innovation-driven capacity.Qinghai Province, will strengthen the key technology of salt lake lithium, the establishment of a lithium battery leader as the mainstay of the Qinghai-Lianye technology research institutes combined to provide intellectual support for industrial development.
Continue to expand the scale of the industry.Qinghai Province to speed up the improvement of new energy automotive battery manufacturing industry chain, and strive to 2025, BYD and other manufacturers of lithium batteries to reach 60 GWh, of which lithium carbonate reached 120,000 tons, the cathode material to achieve 160,000 tons, the anode material strives to achieve 100,000 tons, the electrolyte reaches 100,000 tons, the diaphragm material achieves 5 billion square meters. Lithium copper foil reaches 80,000 tons, the lithium aluminum foil achieves 80,000,000 square meters. Strive to construct the production capacity more suitable lithium Battery industry cluster.
Set up a development fund that supports the lithium industry, give full play to the role of fiscal funds in guiding, gathering and amplifying, actively introduce and integrate various types of capital in the society, concentrate on investing in the lithium battery industry, support enterprises in technological breakthroughs and technological transformation, and expand their scale. Expand investment space at the same time, further accelerate the pace of industrial upgrading.
In addition, Qinghai Seaview to speed up the upgrading of infrastructure services, and vigorously promote new energy vehicles, thereby promoting Qinghai's lithium industry to achieve large-scale development.
BYD and other listed companies have been the first layout of Qinghai 100 billion lithium industry
In fact, as early as more than 10 years ago, there are related enterprises in Qinghai Salt Lake lithium research.
Qinghai Province, the main Chaerhan Salt Lake, East Taiwan Ji Nail Salt Lake, West Lake and Taiwan are the main three salt Lake Salt Lake Salt Lake .The three Salt Lake Salt Lake shares (000792) under the Blue Branch Lithium, Western Mining (601168) Owned subsidiary of Qinghai Lithium Industry and CITIC Guoan (000839) under the Qinghai CITIC Guoan Lithium Industry Development Co., Ltd. (hereinafter referred to as 'Guoan Lithium Industry') to operate, the various salt extraction technology in salt lake different paths, mainly membrane separation, Adsorption, extraction and so on.
National Security Lithium major shareholders as early as 2005 trial in the salt lake to lithium, and in the same year access to a production of lithium carbonate patents around 2004, Qinghai Lithium Industry has undertaken the National High-tech Industrialization Project 'Qinghai Salt Lake to mention lithium and Comprehensive utilization of resources' project.
In addition to the earlier years in Qinghai layout of enterprises, in recent years, including BYD and other lithium battery giants have also entered the Qinghai Salt Lake.
In March 2017, BYD said in a bulletin that it has made major breakthroughs in the technology for preparing lithium adsorbent from salt lake and mastered the technology for preparing lithium adsorbent for extracting lithium from salt lake brine. The scientific breakthrough is the key to commercializing lithium salt in Salt Lake As a result, BYD and Salt Lake shares formed a joint venture of Qinghai Salt Lake BYD Resources Development Co., Ltd. (hereinafter referred to as 'Salt Lake BYD').
BYD, Salt Lake shares were announced in December 2017, BYD Lake salt will be built with an annual output of 30,000 tons / year battery-grade lithium carbonate project, the project a total investment of about 4.85 billion yuan. Salt Lake BYD Salt Lake shares held 49.5%, BYD Holding 49% stake in Salt Lake announced that its subsidiary Lanke Lithium Industry will be based on the existing 10,000 tons / year lithium carbonate device, the expansion of 20,000 tons / year battery level lithium carbonate project, the project total investment 3.132 billion Yuan, the expansion of lithium blue lithium industry Lithium carbonate plant will reach 30,000 tons / year of lithium carbonate. As of December 25, 2017, Lithium Lithium industry production of 7,759 tons of lithium carbonate.
Another had to absorb the separation of materials-based blue Xiao Technology (300,487) January 14 evening also announced that the company and the Shaanxi Provincial Institute of Membrane Separation Technology Co., Ltd. commitment Qinghai Lake 100 tons / year of lithium carbonate The project completed commissioning of the production line and entered the normal operation phase, and has produced high-purity lithium carbonate.The success of the project marks the industrialization transformation of the company's core technology of extracting brine, process and system equipment from brine brine.
According to the Shanghai Securities News quoted the Commission cited a letter of 'lithium new material production capacity' shows that only the salt lake lithium that is the field of lithium carbonate that 12 companies layout, the total planned production capacity of 174,000 tons has been completed capacity of lithium carbonate A total of 42,000 tons, Qinghai Lithium Industry, Lanke Lithium Industry, Guoan Lithium industry each 10,000 tons; Lithium carbonate in production capacity of a total of 132,000 tons, Lanke Lithium Industry, Salt Lake BYD, Qinghai Dongtai Guineer Lithium Resources Ltd. In the construction of production capacity of 20,000 tons, 30,000 tons, 30,000 tons, Minmetals are also building 10,000 tons of lithium carbonate production capacity.
Qinghai Province, the lithium industry chain is divided into lithium carbonate, lithium cathode material, lithium anode material, separator materials, batteries, lithium supporting industries, etc. In addition to the layout of lithium carbonate, including Ningde era, Guoxuan Tech, Watermark, Peking University first In recent years, enterprises have laid the upper and lower reaches of lithium in Qinghai.
As early as 2011, PetroChina's first controlled subsidiary, Taifeng Lithium Industry Co., Ltd. and New Energy Technology started building 5GWh power and storage batteries and 50,000 tons of storage battery cathode materials projects in Qinghai with a total investment of 7.5 billion yuan.
On January 15, 2016, Qinghai Beijie Motor Co., Ltd., a total investment of 5.4 billion yuan, generated 2 billion square meters of annual power and energy storage capacity of lithium Ion battery separator project started in Xining.
Ningde Times, which is currently preparing an IPO, also set up a subsidiary Qinghai Era in Xining in 2012 and plans to invest 7.5 billion yuan to build a 5GWh power lithium battery and energy storage lithium battery project base.
October 29, 2016, Qinghai BYD 10GWh power lithium battery project with an annual output of 20,000 tons of power battery material production and recycling project started in Xining.According to media reports, Qinghai 10GWh power lithium battery project can produce lithium iron phosphate and three Yuan battery.This also means that BYD in Qinghai formed a set of 'lithium salt to mention lithium - cathode material - battery' lithium industry chain.
However, the salt lake lithium can become the development trend, which in turn led to the development of lithium industry in Qinghai, the industry also held different views.Because the magnesium salt of Qinghai Salt Lake is much higher than the foreign salt lake, can continue to produce tens of thousands of tons of battery level Lithium carbonate remains to be seen.