It is reported that the new version of the subsidy policy encourages the upgrading of battery quality, and the subsidy policy has been settled, which has also greatly promoted the rise of the lithium-cobalt industry. At present, cobalt and lithium are certain "growth industries", and listed companies are accelerating the layout of lithium-cobalt industry.
With the subsidy policy for new energy vehicles in the 2018 edition before the Spring Festival, the lithium-cobalt plate ushered in a good start after the holiday, and many companies announced new layouts in the field of lithium and cobalt.
On the evening of February 25, Xinhaiyi announced the signing of a lithium industry cooperation agreement, and plans to invest another 500 million to cooperate with the Australia-Australia fund; the software control shares also announced that they intend to subscribe for eCobalt shares, and lay out the core mineral resources of lithium batteries; Pengxin resources in the Congo (Gold) The subsidiary company signed a copper-cobalt concentrate underwriting agreement with the local mining company to enhance the copper and cobalt resource reserve.
It is understood that the Australia-Australia Fund is a professional lithium industry fund. Xinhaiyi previously invested in the Australian-Australian fund with its own capital of 30 million yuan. The initial fund size is 530 million yuan. This time, Xinhaiyi signed the "Lithium Industry Cooperation Framework Agreement" with the Australia-Australia Fund. Xinhaiyi or its designated entity intends to reinvest 500 million yuan to carry out in-depth cooperation with the Australia-Australia Fund.
According to the fund use plan, 300 million yuan will be used for the construction of the spodumene mining and processing plant in Canada. After the completion of the mining plant, it is expected to reach the scale of processing 1 million tons of rough stone per year; 200 million yuan will be used to build 20,500 tons of lithium carbonate and hydrogen in China. The lithium oxide processing plant is scheduled to start in the second and third quarters of 2018 and will be completed by the end of 2019.
According to the announcement, the Guobang Fund Molblan lithium mine is located in Quebec, Canada, with a total resource of 14.249 million tons. Xinhaiyi said that this cooperation is conducive to the transformation direction of the company's "new energy".
Soft Control Co., Ltd. signed a cooperation agreement with eCobalt, a listed company of the Toronto Stock Exchange. It intends to subscribe for eCobalt's new issue of no more than 19.9% ​​of the shares and provide interest-bearing loans for production and operation. It is expected to subscribe for shares and provide loans. The total does not exceed 80 million US dollars.
eCobalt is a company specializing in the exploration and development of cobalt mineral resources. The two parties agree to establish a production project for cobalt resource related products in China with suitable partners when conditions are ripe. After obtaining the necessary government and regulatory approvals, eCobalt agrees that each year will be More than 50% of the cobalt mining production is underwritten by the soft control shares. This cooperation is a new strategic layout of Soft Controls outside the field of rubber tire equipment.
Pengxin Resources also announced that in order to strengthen the strategic resources of copper and cobalt mines, the company's holding subsidiary, Hitluo Mining, which is incorporated in the Democratic Republic of the Congo, signed a product underwriting agreement with the local Vincent Mining. Vincent Mining is committed to supplying copper and cobalt concentrates to the Hitulu mining industry, corresponding to a copper metal content of not less than 5,500 tons / year, corresponding to a cobalt metal amount of not less than 1,500 tons / year. The product underwriting period is 15 years and can be automatically extended for 15 years after the expiration of the underwriting period.
In addition, Haofeng Lithium said on the interactive platform that the company's annual production of 20,000 tons of lithium hydroxide project has been completed and is currently in the trial phase.
The various layouts of listed companies in the field of lithium and cobalt and the impact of the new version of the new energy vehicle subsidy policy in 2018 are not unrelated.
According to the analysis, according to the “Notice on Adjusting and Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles†issued by the Ministry of Finance and other four ministries and commissions on February 13, it is expected that the new subsidy policy in 2018 will still ensure the steady growth of new energy vehicle production and sales. Good for lithium cobalt.
The new version of the subsidy policy encourages the upgrading of battery quality. For the passenger car with a cruising range of ≥300 km, the subsidy quota is increased. For vehicles with a battery energy density of 160 Wh/kg and above, the subsidy is 1.2 times, guiding the new energy vehicle enterprises to improve the cruising range and improve the battery. The energy density, while also improving the quality requirements for the raw material lithium cobalt, is expected to promote the development of ternary lithium batteries, driving the demand for high quality lithium cobalt products.
Recently, Geely has once again invested in a new energy plant; Dyson has deployed electric vehicles; smart electric vehicles jointly built by Huawei, Baidu and Tencent will be mass-produced in 2018, which confirms the certainty of the development of the new energy industry.
Recently, some media reported that due to the outbreak of the new energy automobile industry, the supply of cobalt mines has further intensified, and some industry giants have to directly grab resources. It is reported that Apple is negotiating to purchase cobalt directly from mining companies.
The organization believes that under the rapid growth of cobalt demand for global consumer batteries and new energy vehicle power batteries, it is expected that global cobalt metal demand will reach 125,000 tons in 2018, and supply will still be short of 2,363 tons. The future supply and demand gap of cobalt will be further enlarged. .
According to Zhongtai Securities Research, from the perspective of supply and demand, cobalt supply and demand will continue to be tightly balanced, and lithium supply and demand are booming, which is a certain “growth industryâ€.
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