September 11, known as "cash cows," said Foshan Lighting [8.59 -1.26%] (000541.SZ) dell Inspiron E1705 battery announced that the proposed joint venture with partners in the development of lithium carbonate in Qinghai to get into the hot new field of energy. Qinghai Salt Lake in lithium resources have a unique advantage. Prior to have two listed companies, CITIC Guoan [18.25 0.39%] (000839.SZ), and Qinghai Salt Lake Potash [56.90 -0.52%] (000792.SZ) to get involved, and deep plowing a long time.
At present, several companies involved in lithium carbonate industry, is only produced by industrial-grade lithium carbonate, the higher the purity requirements of battery grade lithium carbonate is not mass production, a battery grade lithium carbonate to compete for the high ground of the encounter has been quietly launched.
Technological bottlenecks
For the successful production of lithium carbonate, the two factors are indispensable: lithium-containing mineral resources, and mature production processes.
Foshan Lighting The announcement shows that the joint venture is the use of Qinghai Salt Lake brine extract lithium carbonate by drawing upon the technology. dell G5260 battery China and Europe project with the Technical Advisory and Project Development Company Limited's international patents, patented technology known as "salt solution obtained from the lithium chloride method and the implementation of this method of equipment."
The company said, using the technology to extract the lithium content of up to 99.3%, exceeding the national target 98% of the provisions of 1.3 percentage points to reach the international advanced level. But the announcement also said, "the joint venture does not involve mineral resources."
In response, an analyst at Guotai Junan Sang Yong-liang told reporters that because of the different salt components contained in the requirements of the different pairs of processes varies widely, from the Bulletin Board to see, they use patents to its selected target lake how strong dell D5318 battery the current is still unknown.
Foshan Lighting Deputy General Manager's office for this call, company officials said lithium carbonate in Foshan Lighting is a strange industry, must rely on partner technologies. This technology a few years ago related to Salt Lake in Qinghai tried, and passed the test.
From the current industry, practically speaking, lithium carbonate production process as a whole is not mature enough.
Sang Yong-liang said that in the lithium carbonate production, there are two kinds of processes, ore extraction and salt brine extraction, ore extraction process maturity, but the high energy consumption, heavy pollution and high cost; salt lake brine lithium content extraction has the advantages of high and low-cost However, the high technical difficulty. dell 310-6322 battery At present domestic production or in the main ore extracting lithium, but lithium brine to mention technology is the future direction of development.
Current production lithium carbonate enterprises are mainly CITIC Guoan, Tibet Mining [23.20 -1.11%] (000762.SZ), Salt Lake Potash ore extraction technology, as well as experts in the way Raymond shares [19.30 -1.53%] (002192.SZ). Sang Yong-liang said that listed companies from the relevant situation, the salt lake brine extraction techniques are to be improved, technology is not good, not necessarily the cost of extracting ore than using the traditional low.
Qinghai, a local source said that if the perfect Foshan Lighting's patented technology, widening the distance, and other colleagues mention.
Other listed companies have also been struggling to break through the bottleneck. With CITIC Guoan, for example, September 8, the company opened announcement and Chengdu Aircraft Industry Company, is planning to launch later this year battery grade lithium carbonate products in order to obtain a higher price. China Merchants Securities [99.70 -0.01%] Zhang Zhihong that the current has stabilized the company's lithium technology is expected to double this year, next year's output can be compared with more than 1.2 million tons, dell 310-6321 battery long-term up to 2 million tons.
Lithium-Ion battery is still "yourselves"
Support the major listed companies competing to enter the lithium carbonate industry is its lithium batteries for future applications will be of great development of the pre-sentence: the world's major vehicle manufacturers have a clear development of electric or hybrid cars ambitious plan.
Golden State Securities [21.77 -1.98%] automotive industry researcher predicts the next 10 years, the development of new energy vehicles in China demand for lithium carbonate compound annual growth rate will reach 40%, from 1,500 tons less than in 2010 increased to 2015, nearly 10000 t, 2020 more than 40,000 tons.
However, the Chinese Renewable Energy Society, vice president dell Inspiron 9400 battery of Mengxian Gan told reporters that the new energy vehicles still have many questions to be resolved, there is a great distance away from mass production, the most important thing is to increase scientific and technological research and development on all aspects of efforts, including the in battery production.
A senior industry source said, in 2008, the domestic battery is mostly produced by OEM (processing), first because of China's current extraction technology can not be used in the formation of lithium carbonate scale; 2 is due to the current purity of self-produced lithium carbonate enough, can only be used for some of the purity less demanding areas, such as aluminum smelting, ceramics and glass, alloy and agriculture.
State Securities Wang Xiaoying Jin pointed out that lithium carbonate has a high resources, financial and technical barriers, the domestic legal system in order to extract the salt lake brine lithium carbonate firms such as CITIC Guoan, a mining plan in Tibet are still not fully up to capacity.
CITIC Guoan plan by the end of 2009 to produce battery grade lithium carbonate in 2010, 5,000 tons; Tibet in 2008 a loss of 14 million yuan mining Zabuye lithium industry in the production of lithium carbonate and lithium hydroxide is only 1556.5 tons, which is not the battery level.
Tibet Mineral insiders also told reporters that they are now the purity lithium carbonate is 60% -65%, that is not yet reached the battery level, dell Inspiron 9300 battery the future whether or not to expand in this direction depends on government support and funding efforts in the circumstances.
Two are considered the most "Lithium" concept of the listed companies there is no battery-level products, which means that, in China's listed companies, the so-called "lithium concept", is output in the absence of lithium battery-level when the capital market by virtue of a listed company, "yourselves" interpretation of the karate.
Foshan, broke into the lighting, as well as the enterprising CITIC Guoan to this dilemma may be a breakthrough. Foshan Lighting near a high-level source said, according to Buddhism in Qinghai Lithium Energy Development Co., Ltd. was established, it is estimated under normal production within three years, will work with other lithium carbonate production enterprises in Qinghai have completed an annual output of 5,000 tons to 40,000 tons carbonate lithium (purity above 99.3%), lithium chloride (purity up to 99.3%) dell Inspiron 6000 battery (dell 6000 battery) large-scale production, based on current international market, market, the product will be formed of more than 2 billion sales volume.
However, Sang Yong-liang told reporters that the decision to enter into production between now and at least two or three years time, put into a longer time, its future performance of listed companies remains to be seen.
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