According to the latest announcement, Dazhong Mining, the iron ore leader, is further competing for lithium resources. After1invested116 billion yuan to win the lithium mine resources in Linwu County, Chenzhou City, Hunan Province, it has invested 20 billion yuan with relevant parties to recapture the relevant lithium mine resources in Inner Mongolia Autonomous Region.

"At a time when lithium mine resources are becoming more and more important, the local government has set a policy orientation of" resources for industry "for lithium mine development, and it is difficult to exploit and develop lithium carbonate alone." The relevant person in charge of a listed company that has just won lithium mine resources told the shanghai securities news reporter, "In this context, leading enterprises have invested heavily in the entire industrial chain of lithium batteries, and local governments will also allocate relevant lithium mine resources."

Invest 20 billion yuan

Building the whole industrial chain of lithium batteries

According to the announcement of Dazhong Mining165438+124 October, the company, Guocheng Holding Group Co., Ltd. (hereinafter referred to as "Guocheng Holdings"), Shanghai Jinyuansheng New Energy Materials Co., Ltd. (hereinafter referred to as "Shanghai Jinyuansheng") and Jingcheng New Energy Investment Co., Ltd. (hereinafter referred to as "joint investors") set up a joint venture in 65438. Signing ceremony was held with the People's Government of Chifeng City, Inner Mongolia, and the People's Government of Keshiketeng Banner, Chifeng City on the development of resources such as lithium mines, the development of new energy industry, and the * * * strategic cooperation investment to build a "low-carbon" industrial park for lithium batteries.

At present, the three parties have signed a framework cooperation agreement, but the stamping and signing of some subjects have not been completed. So far, no framework cooperation agreement signed and sealed by all subjects has been obtained.

This investment is very large. According to the agreement, in order to cooperate with the relevant policies and plans of the state, Inner Mongolia Autonomous Region and Chifeng City on the development of "lithium battery industry chain", the joint investor plans to invest about 20 billion yuan in Keshiketeng Banner of Chifeng City to build a "low-carbon" industrial park for the whole lithium battery industry chain.

Eight projects will be built in the "low carbon" industrial park. One is the lithium carbonate production project. Relying on the lithium mine resources in Hexigten Banner, it is planned to build a 40,000-ton/year lithium carbonate project with an estimated investment of about 2 billion yuan. Followed by other lithium salt projects. It is planned to build a 40,000-ton/year lithium salt project, which will be started after the lithium carbonate production project is put into production, with an estimated investment of about 2 billion yuan.

"Low-carbon" industrial park not only invests in the upstream links of lithium battery industrial chain such as lithium carbonate, but more importantly, builds the downstream links of lithium battery industrial chain.

In the middle reaches of the lithium battery industry chain, the joint investors have targeted three major projects: battery cathode material production project, 65.438+10,000 tons artificial graphite cathode material integration project and 654.38+ 00 GWh lithium battery manufacturing project, with a total investment of 65.438+006 billion yuan.

Specifically, relying on the lithium salt project, the joint investor plans to build 250,000 tons/year iron phosphate and lithium ferrous phosphate projects, with an overall estimated total investment of about 4.6 billion yuan; It is planned to build an integrated project of 654.38+10,000 tons/year artificial graphite anode materials, with an estimated total investment of about 4 billion yuan; It is planned to build a lithium battery with a capacity of 10GWh, and the total planned investment of this project is about 2 billion yuan.

In terms of downstream links, joint investors will invest in new energy power station development projects. In order to serve the development needs of the "low-carbon" industrial park project, relying on the support of the government, the pilot project of green power supply in the "low-carbon" industrial park or the mode of "source network charging and storing" are adopted, and the allocation indicators of scenic resources are inverted according to the power load of the industrial park to ensure the rational consumption of new energy. The total investment of the project is about 7-8 billion yuan (including self-use energy storage and power transmission and transformation assets, etc.). ), and plan ahead and give priority to construction to ensure the power demand of industrial park projects.

Secondly, the joint investors will invest in battery packs and public energy storage power stations. According to the battery production capacity, the joint investor will invest in the construction of a battery pack production plant with a corresponding scale in Keshiketeng Banner, Chifeng City, with an initial planned investment of about 200 million yuan. According to the local power development plan of Keshiketeng Banner, Chifeng City, the joint venture company will invest no less than 65,438+0 GWh in the local and surrounding areas, and invest in a number of user-side energy storage projects to serve the new power system construction.

Finally, the joint investor will build a charging and replacing power station investment project. It is a favorable opportunity to plan to use the electric energy of the local short-inverted transport vehicle to replace it. In the first phase of this project, no less than 20 heavy trucks will be used to charge and replace the power station. It is estimated that the direct investment is about 70 million yuan, and the annual consumption of new energy is about 200 million kWh. In order to serve the transportation demand of urban garbage and dregs, combined with urban planning, this project plans to build a number of charging and replacing power stations.

Just invested 654.38+06 billion in Hunan to win the lithium mine.

165438+1At the beginning of October, Dazhong Mining just disclosed that it had invested16 billion yuan in Hunan and won local lithium resources.

165438+1On October 4th, at the World Computing Conference held in Changsha, Hunan Province, with the joint participation of governments, experts and entrepreneurs at all levels in Hunan Province, the chairman of Dazhong Mining signed an investment cooperation agreement with the county magistrate of Linwu County People's Government.

According to the agreement, under the condition that the Linwu County People's Government allocates 65.438 million tons of lithium carbonate resources for every 5GWh battery project, the total investment of large and medium-sized mining enterprises and holding and cooperative enterprises is about 65.438 billion yuan, including 4 billion yuan for mining and dressing projects, 2 billion yuan for pipeline transportation, lithium carbonate processing and new building materials projects, and 654.38 billion yuan for lithium battery production projects.

According to reports, the construction site of the project is Xianghualing in Linwu County and the distribution area of lithium-containing polymetallic ore resources in Linwu County Industrial Development Zone.

The project includes 40,000 tons/year lithium carbonate mining, smelting and pipeline transportation, new building materials production base, 6,543.8+600,000 tons lithium iron phosphate cathode material production base, and 20GWH lithium battery production project. According to the agreement, the battery project will start construction at the end of 65438+February in 2022 and put into trial production in 65438+February in 2023.

In principle, at the end of March, 2023, Linwu County People's Government supported Dazhong Mining to obtain lithium-bearing polymetallic exploration rights in the blank area of the target area according to law through legal procedures. In principle, before April 19, 2023, support Dazhong Mining to integrate the mining rights in the target area, and assist Dazhong Mining to handle the registration procedures for the change of relevant entities.

At present, lithium ore is hot. Because of this, the local government has set extremely detailed terms for the development of lithium resources.

Dazhong Mining promised that its lithium-containing mineral resources (including lithium carbonate) would not be shipped out of Shengzhou City, Hunan Province. At the same time, Dazhong Mining promised to reduce, harmless and recycle the tailings produced by the development and utilization of lithium-containing polymetallic ore resources, so as to achieve "eating out and squeezing out", and the comprehensive utilization rate of tailings (including land reclamation and ecological restoration) should reach more than 80%. At the same time, it promises to comprehensively utilize the valuable elements in the lithium-containing polymetallic mineral resources, and the recovery rate of a single element reaches more than 60%.

In addition, Dazhong Mining promised to set up a registered company in Linwu Industrial Development Zone within 30 working days from the date of signing the agreement. The total registered capital of each company is not less than 65.438+0 billion yuan. The company is established to carry out related project cooperation business in Linwu and pay taxes. The operating period is not less than 65.438+00 years.

"For all localities, it is definitely hoped that the lithium battery industry chain will stay in the local area, rather than just mining lithium mines. This also requires related companies to form a consortium to build the entire lithium battery industry chain. " A person from a listed company in the lithium battery industry said.