At the beginning of 2022, relying on the resource endowment of lithium ore, Yichun started the resource scramble for the domestic lithium battery industry cluster. In the TWh era, the production capacity of power batteries has jumped to a larger scale, and a new round of "enclosure movement" of resources in the power battery industry chain led by the government and formed around leading companies is accelerating.

On February 28, 2022, Fulin Precision announced that its subsidiary Jiangxi Shenghua and the Management Committee of Yichun Economic and Technological Development Zone have reached a cooperation framework on investment in lithium battery cathode materials industry projects, development and utilization of lithium resources, and support for core raw material lithium resources for industrial projects. protocol.

First, Jiangxi Shenghua invested in the Yichun Economic and Technological Development Zone to build a new high-pressure lithium iron phosphate cathode material with an annual output of 200,000 tons and an integrated project of supporting main materials, a research and development center and a technology platform. The total investment of the project is about 5 billion yuan, which will be constructed in two phases, with an investment of 2.5 billion yuan in the first phase and a planned production capacity of 100,000 tons.

Second, comprehensive development and utilization of lithium resources, including but not limited to lithium mine development projects, lithium salt production capacity construction projects, and lithium battery recycling and reuse projects. Third, Yichun Economic and Technological Development Zone provides Jiangxi Sublimation with sufficient guarantee and support based on the guaranteed supply of core lithium resources corresponding to the project.

On February 25, Yichun Economic and Technological Development Zone signed contracts for major projects, including 1 project of over 10 billion yuan, 1 project of 5 billion yuan, and 3 projects of 2 billion yuan, involving lithium battery manufacturing, lithium battery materials, lithium battery warehousing and logistics, aluminum metal processing, semiconductors , new energy vehicle accessories and other fields.

In early February, Sunshine New Energy signed a strategic cooperation agreement with the Gao'an Municipal People's Government, planning to build an energy storage system equipment manufacturing base with an annual production capacity of 10GWh, a 2GW+200MW/400MWh wind-solar storage green application project, and a 500MW/500MWh energy storage application demonstration project , the total investment is expected to exceed 10 billion yuan.

Prior to this, Yichun had comprehensively promoted the industrial layout of the lithium battery industry chain, and successively introduced a large number of lithium battery projects such as Ningde Times, Guoxuan Hi-Tech, Enjie, Mingguan New Materials, Hezhong Automobile, Qingtao New Energy, and Zichen Technology. Batteries, positive electrodes, negative electrodes, separators, electrolytes, structural parts, etc.

In September 2021, CATL signed a cooperation agreement with the Yichun Municipal Government to jointly build a new lithium battery production and manufacturing base project. The project construction period does not exceed 30 months. In October of the same year, the foundation stone was laid for the new lithium-ion battery production and manufacturing base project in Yichun Times. The first phase of the project invested 13.5 billion yuan and planned to build a 50GWh new lithium battery production base.

As early as July 2021, CATL signed a strategic cooperation framework agreement with the Jiangxi Provincial Government and the Yichun Municipal Government, and will build a new lithium battery production and manufacturing base and corresponding upstream material production bases such as lithium carbonate in Yichun. It has successively cooperated with Yichun Mining to deploy upstream materials such as lithium carbonate, and strategically invested in Jiangxi Zhicun Lithium Industry and Jiangxi Sublimation.

Guoxuan Hi-Tech came earlier. In March 2021, Guoxuan Hi-Tech and the Yichun Municipal People's Government signed an investment cooperation agreement in Hefei. The two parties signed a contract on the establishment of a joint venture mining company and the implementation of the industrial park project.

Guoxuan Hi-Tech plans to set up a number of subsidiaries in Yichun Economic Development Zone, Fengxin County, Yifeng County and other places, mainly engaged in mining resource development, lithium carbonate extraction, lithium battery research and development and manufacturing, energy storage system development, etc., plans to invest 115 billion. The latest news is that the Yichun lithium carbonate project has completed the commissioning of the production line and is in smooth production.

In December 2021, Yifeng Electric Power Energy Storage System Integration and Power Energy Storage Lithium Battery PACK Project with a total investment of 5.5 billion yuan, 2.5 billion yuan Yichun Economic Development Zone battery aluminum cover and cover manufacturing project, 2.1 billion yuan power lithium battery and The battery cathode material production project was signed, with a total investment of 21.66 billion yuan.

Large-scale leading enterprises have landed, and the Yichun Municipal Government is also actively cultivating high-quality local enterprises in the industrial chain, and constantly improving the entire industrial ecology. Local lithium battery companies such as Jiangte Motor, Nanshi Lithium Battery and Feiyu New Energy have mica lithium extraction technology and mature production lines.

On the one hand, Yichun has abundant lithium resources and relatively complete industrial chain resources. For example, the Yichun Tonggu-Yifeng-Fengxin-Gao'an metallogenic belt has the world's largest polymetallic associated lepidolite mine. ; But more importantly, the Yichun municipal government attaches great importance to and supports the lithium battery industry chain.

Yichun put forward the slogan of "Asia Lithium Capital" as early as 2009. It is planned that by 2025, the operating income of the city's new energy (lithium battery) industry will reach 150 billion yuan, connecting lithium resources - lithium materials - lithium batteries - lithium applications - lithium recycling. industrial chain.

As of October 2021, Yichun has a total of 118 new energy (lithium battery) industry chain enterprises (including 100 above-standard enterprises), 24 projects under construction, and 15 listed companies on the main board and holding subsidiaries of listed companies, covering lithium resources mining, Selection, smelting, key materials and spare parts of lithium batteries, lithium ion batteries, green and efficient energy storage batteries, new energy vehicles, lithium battery recycling and other links, forming a relatively complete closed-loop industrial chain.

In the TWh era, the production capacity of power batteries has jumped to a larger scale, and a new round of "enclosure movement" of resources in the power battery industry chain led by the government and formed around leading companies is accelerating.

It is foreseeable that under the trend of a new round of regionalization of the power battery industry, the characteristics of power battery companies and supply chain companies to jointly expand production are becoming more and more obvious, and the two are also developing to a larger scale and a deeper level. Strategic cooperation to reshape supply chain relationships. Editor/Sang Xiaomei