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13 billion yuan! Annual production capacity 7.5 billion m ²! China Science and Technology Hualian plans to lay out 11 diaphragm production bases] this time, China Science and Technology Hualian has a total investment of RMB 13 billion to build and layout 11 bases nationwide with the mode of "headquarters + base". Build 52 new large-width ultra-high-strength diaphragm production lines, with an estimated annual production capacity of about 7.5 billion m ².

[Stellantis announces annual capacity forecast for a joint venture with LG and SDI within a week] on October 22nd, Stellantis and Samsung SDI signed a memorandum of understanding to form a joint venture to produce batteries and modules for North America. The battery plant is scheduled to start production in 2025 with an initial annual capacity of 23GWhh and may be increased to 40GWh in the future.

[this Lithium Iron Phosphate head Enterprise IPO has been accepted and introduced into Ningde Times, BYD, etc.] this time, IPO, Hunan Yuneng plans to raise 1.8 billion yuan for Sichuan Yuneng Phase III / IV Lithium Iron Phosphate Project with an annual production capacity of 60, 000 tons and supplementary working capital, with a total annual production capacity of 120000 tons of Lithium Iron Phosphate.

In terms of market, the market concentration of domestic anode materials is relatively high, the price is relatively stable, the overseas layout of the head company is accelerated, and the production and marketing increment can be expected in the future. in terms of capacity layout, driven by downstream demand, head anode materials companies all have production expansion plans, and the trend of graphitization supporting capacity is obvious. In terms of technology, the technology of silicon-based anode materials has gradually matured, and the relevant companies have actively laid out and accel...