Smic will aggressively enter the lithium industry

Smike (002162) announced recently that the company plans to invest 48 million yuan to invest in the establishment of a wholly-owned subsidiary, Lithium Solar Energy Technology Co., Ltd., and to sign a technical strategic cooperation agreement with Changyuan Technology Industrial Co., Ltd.

According to the announcement, Lithium-Strontium Energy is mainly engaged in the high-performance lithium-iron battery, which is a new product with strong environmental protection benefits that the country strongly supports. Based on this type of battery, it has the advantages of environmental protection, safety, and large capacity. It will have a huge future in the energy storage battery market. potential. The lithium battery project has a total investment of 120 million yuan, and is expected to reach the standard after about 3 years. After reaching the standard, it will produce approximately 80 million ampere-hours of iron-lithium batteries, achieve an annual sales income of approximately 400 million yuan, and realize an annual net profit of approximately 20 million yuan. The investment recovery period About 6 years. The company stated that after the project meets the standard, according to the actual operation and market demand assessment at that time, the second phase of investment will be carried out when necessary. The second phase of the investment is expected to reach the standard within two to three years after the investment. The total investment of the two phases totaled 300 million yuan. After the second phase of investment reached the target, the cumulative investment in the two phases will be 200 million ampere-hours of iron-lithium batteries, and the accumulated annual sales revenue will be about 1 billion yuan, and the accumulated annual net profit will be 100 million yuan. yuan.

In addition, the company announced on the same day that Taiwan Changyuan Technology signed the “Strategic Cooperation Agreement on Lithium-Ion Battery System Technology”. The two sides cooperated in the development, design, production and application of iron-lithium battery systems, and conducted talent training.

Dong Guo Securities analyst Yin Guohong said that considering the value of the Sri Lanka Lithium porcelain clay mineral resources and corresponding to the traditional business 2011 25

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