Molecular company

Graphite Valley Industrial Group

Graphite Valley Industry Group Lantern Festival Speech

The law returns to Chunhui to see, Vientiane begins to renew. On the occasion of the Lantern Festival of the Year of Renyin, Graphite Valley Industry Group sincerely wishes the employees who have been working hard and working tirelessly for the development of the group, as well as the leaders at all levels, partners, and friends from all walks of life who have given us care and support. Happy holidays! The full moon, a good meaning of the word, become the Lantern Festival can not be changed pronoun. Recalling the past year, Graphite Valley Industry Group all worked hand in hand and worked together in the same boat to draw a perfect end to 2021 with wisdom and diligence. Because this year is the start of the five-year plan of the group company, the year of transformation and upgrading, the first year of equity reform, and a year destined to write heavily in the development history of the group. The development and growth of the group is the real "flower" in our hearts, so that all employees can live a happy life, and it is the "full moon" that we continue to pursue ". 2022 is the year of the take-off of Graphite Valley Industry Group. We will face a more complicated social and economic situation. Many uncertain factors need us to face and study, and adapt to the new market with the spirit of persistence, reform and innovation. Demand, so as to maintain our competitive advantage; we must also work modestly, diligently, and down-to-earth, only in this way can we deduce hard work into creative work and accumulate ordinary life into real achievements. Fireworks are in full bloom, and the sky is bright. I believe that under the correct guidance of the group leaders, the efforts of employees, and the support of friends from all walks of life, the future of Graphite Valley Industry Group will be as bright and colorful as fireworks. The moon is full in the sky and the earth is reunited. Finally, Graphite Valley Industry Group once again wishes friends good health, smooth work and happiness and well-being of their families! Chairman Fang Zhenhui Heilongjiang Graphite Valley Industry Group

Graphite Valley Industry Group Held 2022 Special Meeting on Key Projects

On the morning of February 15, 2022, on the occasion of the traditional Lantern Festival, Fang Zhenhui, chairman of Graphite Valley Industry Group, presided over a special meeting on the work of the group's key projects to study the landing of key projects in 2022 and other related matters, and arrange the deployment of the next step. Group General Manager Liu Zhiliang, Executive Deputy General Manager Mei Jia, Deputy General Manager He Bin, Deputy General Manager Ji Nanyi and project leaders attended the meeting. After carefully listening to the relevant reports of the project and fully discussing with the participants, Chairman Fang pointed out that the key project is the "bull nose" of the group's development and the top priority of the group's work. All departments should attach great importance to the construction of key projects, think deeply, look for gaps, make up for shortcomings, seize opportunities, compact responsibilities, improve project guarantee mechanisms, optimize project promotion processes, promote project construction to speed up, improve quality and efficiency, and ensure the group's major projects Orderly implementation. The meeting stressed that the work of key projects is related to the development of the whole group, is related to the long-term and the overall situation, and it is necessary to make overall planning, scientific layout, find ways around difficulties, and strive for new breakthroughs in work. In the operation of key projects, it is necessary to highlight characteristics, standardize management, adhere to problem orientation, actively analyze and research, strengthen coordination and cooperation, and solve problems in the process of project advancement in a timely manner. According to the task requirements determined by the group, we should pay close attention to the landing of the project, clarify the work plan, implement the responsibilities at all levels, speed up the supervision and promotion, and ensure that the project is grasped, managed and implemented. Efforts should be made to optimize the service, improve the efficiency, and compare the ability and see the level in promoting the project. Finally, Chairman Fang pointed out that the group's key projects have reached the stage of development. The leaders in charge and the project leaders should coordinate the work among the projects and go all out to promote the project construction with superior wisdom, unswerving confidence, the spirit of daring to grasp and manage, the pattern of enlightened morality, the courage of the sword and the courage to assume the sense of responsibility. The whole group should make concerted efforts, work hand in hand and work hard to grasp the project construction, to ensure the completion of the annual mission objectives, to promote the group's high-quality development.

Industry dynamics... Speaking of "lithium" all over the world.

Industry data show that from 2020 to 2025, the compound growth rate of electric vehicle sales is 48% (about 23 million electric vehicles sold in 2025, with a penetration rate of about 27%). Such a violent growth in electric vehicles, corresponding to lithium battery raw material lithium demand, is expected to maintain a compound growth rate of 37%. The rapid growth in demand for lithium resources is due to the fact that in the lithium battery technology route, whether it is lithium iron phosphate, lithium cobalt oxide, or ternary materials, lithium is a necessity, and the material accounts for a relatively stable proportion. Among them, ternary materials (commonly used are NCA and NCM) have advantages in energy density, volume capacity and cycle performance. The lithium iron phosphate material mainly uses lithium carbonate, which has the advantages of relatively low cost and strong safety. It is used in the fields of entry-level models, electric buses and energy storage. In addition, lithium batteries continue to grow in the downstream demand for lithium. In 2010, lithium batteries accounted for 27% of lithium downstream demand, and traditional industries such as grease and ceramics accounted for 73%. By 2020, traditional industries have dropped to 31%, and the total demand for lithium in power, consumption and energy storage batteries has reached 69%, which is expected to reach more than 90% in 2025. Talk about "lithium" demand growth Market conditions show that the global lithium industry demand in 2020 is about 300000 tons of LCE, and the lithium industry demand is expected to exceed 1.4 million tons by 2025, with a compound growth rate of 37%. In terms of supply, although the global lithium supply has grown steadily, it is far from keeping up with market demand. Price, due to the terminal new energy development greatly exceeded expectations, bringing midstream battery materials have been expanded. This directly allowed the price of lithium to explode, first from 40000 yuan/ton to 90000 yuan/ton, and then broke through 180000 yuan/ton, and then rose again after a short-term shock. As of December 31, 2021, the Asian metal network battery grade lithium carbonate quotation has reached 278000 yuan/ton, significantly exceeding the highest point of lithium price in 2018. By the first quarter of 2022, the price has soared to more than 400000 yuan/ton, and there is also a selling price of 500000/ton in the market. It can be seen from the price that for the entire lithium battery industry, the stable and high-quality supply of upstream materials has become the key to continued rapid development. Lithium supply bottleneck in salt lake lithium extraction At present, the existing forms of lithium resources that can be economically exploited mainly include salt lake brine, spodumene, lithium mica and lithium clay. The global lithium resource deposits are mainly divided into solid lithium ore and salt lake brine lithium ore, of which solid lithium ore is divided into pegmatite type and sedimentary rock type, such as spodumene, lithium mica ore mainly belongs to pegmatite type. According to USGS2012 -2010 data, about 58% of global lithium resources exist in the form of closed basin brine, and lithium resources in the form of pegmatite account for about 26%. Salt lakes account for the largest proportion of many forms of lithium resources. Different resource types correspond to different lithium extraction processes and lithium salt products. According to different types of resources, the lithium extraction process can be roughly divided into salt lake lithium extraction and ore lithium extraction. Lithium extraction from ore: take the relatively mature sulfuric acid roasting process as an example, the main process flow includes: ore sorting-high temperature roasting-sulfation roasting-dissolution-impurity removal-lithium precipitation, the process is relatively simple, the lithium recovery rate is high, but the energy consumption is large, the required auxiliary materials are more, so the production cost is higher. Salt lake lithium extraction: Compared with ore lithium extraction, salt lake lithium extraction energy consumption, the required auxiliary materials are relatively small, so the corresponding production costs are lower, the cost is mainly concentrated in the salt field construction and other early investment. Due to the poor versatility of the salt lake lithium extraction process, the expansion rate of salt lake production is relatively slow, and the expansion pace of global salt lake production enterprises is relatively limited. If there is a big breakthrough in salt lake lithium technology and the speed of expansion, the shortage of lithium resources will be alleviated in the future. Lithium supply bottleneck in salt lake lithium extraction In 2014-2020, with the increase in lithium demand, global lithium supply increased from 59000 tons of LCE to 439000 tons, a compound growth rate of 40%, of which Australia and South America are the main supply, both accounting for about 80% of the total. By 2020-2021, Australia's lithium pyroxene mine is still the main supply, while South America's salt lake resources have not yet been released in large quantities and have not kept pace with supply. However, with the release of production capacity such as salt lakes in South America, Australia's share of lithium flint supply will decrease. At the same time, the supply of salt lakes and lithium mines in China will gradually catch up and the share will increase. In 2021, China's total lithium salt production reached 410000 tons of LCE, Western Australia lithium concentrate, South American salt lake resources mainly flow to China, and from China's output of lithium hydroxide (mainly from lithium concentrate smelting) a large number of exports to Japan and South Korea and other demand countries. China is becoming the largest demand and production area for lithium salt. As the capacity expansion rate of the smelting side is less than 1 year, the capital expenditure cycle of the lithium mine is about 3 years, and the capital expenditure cycle of the salt lake is about 5 years. Today's lithium industry shortage, it is the resource end of the expansion rate is much lower than the smelting end. For the problem of lithium shortage, how to ensure the supply of lithium without being subject to market fluctuations has increasingly become the focus of raw material companies.

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