1. CATL actually talked about all the phosphate leaders you know. This is the first in-depth cooperation on equity, and it may not be the last.
2. Ningde's investment in Hunan Yuneng, the current leader in lithium iron phosphate, is 200 million, and its cooperation with Defang Nano, the second leader in iron and lithium phosphate, is 1.8 billion. The investment of Tianyuan Lithium Industry is more than 50 million. This cooperation with Hubei Yihua should have set a new record.
3. The layout of Sanyi in Ningde is clear: Yibin is the lithium battery headquarters of southwest Ningde with a total investment of 30 billion; Yichun is Ningde's new lithium battery base with a total investment of; 135 billion; Yichang is Ningde iron, lithium and lithium batteries material base, with total investmental of 32 billion. Yichang, as the “Phosphorus Capital”, is expected to be the tenth production base in Ningde. This investment will be a huge boost for all phosphate mining companies in Yichang and even Hubei. In the near future, lithium battery giants such as Tianci Materials, Huayou Cobalt, GEM and Yiwei Lithium Energy will join the Phosphorus Metropolis Circle.
4. More importantly, Ningde's first phosphorus-lithium cooperation is a formal announcement: phosphorus is the new upstream resource for lithium batteries. Stop talking nonsense about whether phosphorus is not rare or whether phosphorus is a false concept. The shortage is so severe that various lithium battery giants have walked out the doors of phosphate mining companies and are facing deep grounding. As far as I know, Yuntianhua, Wengfu Group and Xingfa Group are alsoally the same, and they received waves from lithium battery giants. Other collaborations are underway.
5. Regarding Hubei Yihua, this cooperation was both in line with my expectations and beyond my expectations. After all, the Yihua Group is deeply connected with Hillhouse, and it is normal for Hillhouse to connect with Ningde. Additionally, since Yihua is Yichang's eldest industrial son, it makes sense for Ningde and Yihua to cooperate. The provincial government should also have made efforts. Yihua does not incur any losses from investing in mines, as Yihua mainly relies on outsourced phosphate ore for its phosphate fertilizer manufacturing. Its mines are not considered rich. I actually didn't expect to mine large quantities of ores. to link my actions, it’s a win-win situation. It also lets you know how ppopular and what are the future prospects of big mining kings like Yuntianhua and Xingfa.
6. The enterprise with the lowest valuation and highest cost-performance ratio in Ningde's industrial chain has emerged. The road to new energy sources for phosphorus is only just beginning.
For reference only, thank you
Fuxing lithium battery is not bad, the quality is OK. Fuxing lithium batteries are produced by the Fuxing Group. It belongs to a larger group and can still be reliable in terms of product quality.
Fuxing Group was founded in 1978 and currently has 13 companies, including new materials, real estate, biomedicine, modern logistics, modern agriculture and financial investments. The company was ranked among the 500 largest private companies in China pfor 16 consecutive years and has been classified as a national civilized unit for 6 consecutive years. She also won the national “May 1st” labor certificate, the national canton of civilized demonstration. Enterprise, the National Outstanding Integrity Enterprise, the Outstanding Enterprise of Hubei Province and the Top 100 Provincial Enterprises of Hubei.Industry and other honorary titles.