Recently, DoF showed in an investor relations event that currently, the companyButton lithium batteryThe production capacity is 1.5G watt-hour, and the 4G watt-hour production line is being expanded and a 10G watt-hour production line is planned. With the rapid growth in demand for new energy vehicles, the company's power lithium battery will also simultaneously expand production capacity and increase output.
In addition, the company's production capacity of lithium 6 fluorophosphate is 6,000 tons per year, and the output is expected to be more than 8,000 tons in 2019. It will increase production capacity every year following market changes to maintain its leading position in the industry.
The full text of the record sheet is as follows:
1. What is the situation of fluoride salt production and operation?
Aluminum fluoride and cryolite are the company's traditional advantageous products. They have been in the leading position in the world for many years. The price of aluminum fluoride is 12,000 yuan\/ton, and that of cryolite is 7,000 yuan\/ton. Production and sales are booming, and the gross profit is high. .
What is the production and operation situation of lithium 2,6 fluorophosphate?
At present, the domestic trade price of lithium 6-fluorophosphate is about 95,000 yuan\/ton, which is the cost line of most enterprises. However, the cost of polyfluoropolymer’s self-made direct raw materials, hydrofluoric acid, lithium fluoride, and phosphorus pentachloride, is about 95,000 yuan\/ton. Lower than the average cost of peers. Currently, the monthly sales volume of polyfluorocarbons is around 600 tons. As new energy vehicles are accepted by consumers and production and sales further increase in the future, it is expected that market demand will grow rapidly in 2019, and prices will also increase. It will rise steadily.
What are the main customers, shipment volume and market share of lithium 3,6 fluorophosphate?
The main customers of lithium 6 fluorophosphate include BYD, Shanshan New Energy, Xinzhoubang, SOULBRAN, etc. The domestic market share is about 35% and the international market share is about 20%.
What is the next production expansion plan for lithium 4,6 fluorophosphate?
It is expected that the sales volume of new energy passenger vehicles will reach 1.57 million units in 2019, an increase of 50%, and the market demand for lithium 6-fluorophosphate is approximately 43,000 tons, an increase of 47%. Currently, the company’s production capacity of lithium 6-fluorophosphate is 6,000 tons\/ In 2019, the company will further expand its production capacity. It is expected that the output in 2019 will be more than 8,000 tons. It will also increase production capacity every year following market changes and always maintain its leading position in the industry.
5. What is the production and operation situation of hydrofluoric acid and electronic grade hydrofluoric acid?
At present, the company's total hydrofluoric acid production capacity is 220,000 tons\/year, ranking among the best in the country. The company has a 10,000-ton electronic-grade hydrofluoric acid production line, which is an alternative to imported products for UPSS-grade hydrofluoric acid. In the chip manufacturing industry, it has developed South Korea's A number of customers include Xiu Bo Rui Yin, 3 Star Products, Chongqing Super Silicon, Chongqing Texas Instruments, Shanghai Huali Microelectronics, etc.
6. What is the research and development status of electronic-grade high-end fine chemical products?
In addition to lithium 6-fluorophosphate and electronic-grade hydrofluoric acid, the company has also developed high-end fine chemical products for integrated circuits such as electronic-grade nitric acid, electronic-grade ammonia, and electronic-grade ammonium fluoride.
7. What are the advantages, selling price and customer situation of lithium batteries?
Since 2011, the company has focused on the R&D and manufacturing of polymer soft-pack batteries. This product has the characteristics of high energy density, good high-rate charging and discharging effects, and high safety performance, adapting to the development direction of new energy vehicles. In addition, the company Committed to the research and development of lithium battery materials, it has technical advantages. Currently, the price of lithium batteries is about 1.3 yuan\/watt-hour, and its main customers include Chery, Haima, Dongfeng, Lifan, etc.
8. What is the production expansion plan for lithium batteries?
At present, the company's lithium battery production capacity is 1.5G watt-hour, and it is expanding its 4G watt-hour production line and planning a 10G watt-hour production line. With the rapid growth in demand for new energy vehicles, the company's power lithium battery will also simultaneously expand production capacity and increase output.
9. How is the business situation of new energy vehicles?
After the company invested and controlled Red Star Motors, it focused on investing more in technology research and development and production line transformation, and developed new energy models such as the new energy Red Star X1 and X2 passenger cars, van logistics vehicles, and light trucks, which have been successively produced and sold. Model adjustments are made every year due to policy changes. However, the overall scale is small and the operating income is not large.
10. What’s the outlook for the company in the future?
Innovation is the main line of enterprise development. The company focuses on the three elements of "fluorine, lithium and silicon", giving full play to its R&D, technology and industrialization advantages to deepen, refine and strengthen inorganic fluoride, lithium batteries and materials and silicon-based materials. , and extends to the new energy automobile industry to create an industrial chain "supported by new material systems, led by new energy vehicles, and with electric vehicle powertrain as the core", and build polyfluoropolymer into a new material and new energy characteristic. of enterprises.
(The above news information comes from the Internet. Dongguan Dongzan Lithium Energy Technology Co., Ltd. focuses on research and development and produces different types of primary button batteries. Search through Baidu3V lithium battery,Environmentally friendly 3V batteryLearn more.)