Zhongang Mining: Fluorite continues to lead the growth of new energy market

Due to several waves of rising oil prices this year , Drive the second outbreak of the new energy vehicle market , At the same time, it also stimulated the upstream battery enterprises to expand production rapidly , At present, the power battery industry has entered a period of short supply . According to the latest data ,2022 year 5 month , The global installed capacity of electric vehicle batteries is 33.7GWh, Year-on-year growth 1.5 More than double . This year, 1-5 month , The global installed capacity of power batteries has reached 157.4GWh, Year-on-year growth 77.3%. This is also self. 2020 Since the third quarter of , The market has maintained this upward trend .

There is a clear trend , That is, the market share of Chinese battery manufacturers is expanding , Continue to lead market growth , Japanese and Korean battery manufacturers are in a downward trend as a whole , The growth rate is mostly lower than the market average .5 Global installed capacity of power batteries in January TOP10 The enterprises are ： Ningde era 、 BYD 、LG New energy 、 panasonic 、SK On、 samsung SDI、 China Innovation airlines 、 GuoXuan high tech 、 Xinwangda 、 Yiwei lithium energy .

The rapid expansion of industry demand and capacity , Stimulate the cyclical price rise of upstream materials in the battery industry , Cause the whole industry to worry about the shortage of raw material resources . For lithium ore 、 Cobalt ore 、 Nickel ore storage , The economically recoverable reserves of global lithium resources are 2100 Ten thousand tons of , The total exploration reserves are 8600 Ten thousand tons of . China's power battery market is dominated by lithium batteries 、 Market pattern supplemented by hydrogen fuel cells , Showing a diversified development trend of letting a hundred flowers bloom .

Lithium hexafluorophosphate in lithium battery , Is the most important element , It is the cutting-edge material in the lithium battery industry , There is even “ The soul of electrolyte ” Known as the , Fluorite is an important resource for extracting fluorine to produce lithium hexafluorophosphate . With the rapid development of new energy , Fluorite resources have also accelerated tension , at present , China is the world's largest consumer of fluorite , It accounts for about of the total global consumption 60% about , Besides , The United States 、 Mexico 、 Spain is also an important region for global fluorite consumption , The consumption accounts for... Of the global fluorite consumption respectively 6%、5%、5% about .

Zhongang Mining Co., Ltd. is a company mainly engaged in Fluorite Mining and fluorite industrial chain investment 、 production 、 machining 、 Technology development, etc ; Fluorite （ Ordinary ） Underground mining （ Including concentrator , Limited to subsidiaries ）; Mining of mineral products 、 machining 、 testing 、 Mining enterprises engaged in technical consultation on mine environment and safety . The company's professional team has more than 20 years of mine exploration 、 Experience in mining and ore flotation . The mines owned by zhong'ang group include 8 seat , There are three flotation plants 、1 Seat annual output 6 10000 tons of hydrofluoric acid plant , It can be a booster for the development of new energy market , Provide continuous raw materials .

With the explosion of new energy industry and the growth of demand for fluorite , It also drives the development of the upstream, middle and downstream industrial chain of new energy , Including lithium hexafluorophosphate ,PVDF、 Graphite negative electrode 、 Photovoltaic panels need to use a lot of fluorite . The prosperity of an industry must bring good development space to other industries , Zhongang mining will adhere to the principle of providing resources for market demand , It will continue to lead the growth of the new energy market .