Central setting!

When it comes to the purple micro-star industry in the 1920s, the presence of new energy vehicles is almost the strongest
.
From the visible sales volume, the increasing market share of new energy vehicles, to the new energy vehicle sector index reaching new highs, the increase since April this year is close to 50%, all of which indicate that the era of new energy vehicles has arrived
.
The presence of new energy vehicles is not limited to the market.
The government and policies are also actively supporting this section.
Even the just-concluded Politburo meeting of the CPC Central Committee emphasized the need to accelerate the development of new energy vehicles
.

The Politburo of the CPC Central Committee’s deployment of the development of new energy vehicles as a headline work demonstrates its importance and provides room for further catalysis of policies in the second half of the year
.
This also gives the market and the industry a more powerful boost and push
.
New energy vehicles carry the important mission of China's energy revolution and economic growth, and are one of the most important directions and tracks for Chinese investment in the future
.
Investors can focus on the investment opportunities of high-quality vehicle manufacturers and high-quality companies in the auto parts field whose stock prices have not yet risen sharply
.

As a coating and its upstream and downstream companies, in addition to the coating coating chain that has been provided for the automotive industry, after the market for new energy vehicles has become increasingly turbulent, another industrial chain is also quietly rising, that is, the necessary lithium for new energy vehicles.
In the battery industry chain, titanium dioxide companies, which are upstream companies in coatings, have begun to invest in lithium iron phosphate batteries filled with lithium batteries
.


In the
production process of
lithium iron phosphate battery titanium dioxide, ferrous sulfate is produced as a by-product, which can be used to make iron phosphate.
Therefore, it is natural for titanium dioxide companies to produce iron phosphate .
It is easy to enter the upstream track of lithium iron phosphate, and the benefits are considerable .
In the past, the method of obtaining iron powder was to obtain iron powder from iron ore, and then undergo a substitution reaction with industrial-grade sulfuric acid, and finally produce industrial-grade ferrous sulfate.
Now with the participation of the titanium dioxide industry, the original mainstream method for obtaining ferrous phosphate Obviously it is not as simple, lightweight and low-cost as the titanium dioxide industry
.

In terms of titanium dioxide, companies that have entered the iron phosphate and lithium iron phosphate tracks include Longbai Group, China Nuclear Titanium Dioxide, Anadar, and Tianyuan
.

These well-known titanium dioxide companies in the coatings industry have aimed at the new energy vehicle, a new track with great potential, and added more
.


Long Bai Group
July 8, Long Bai Group announced that the new energy and Hubei Mason joint venture to build 10 million tons of iron phosphate production line
.
Henan Baili New Energy Materials Co.
, Ltd.
, a subsidiary of Longbai Group, intends to establish a joint venture with Hubei Wanrun New Energy to build a 100,000-ton iron phosphate production line.
The registered capital of the joint venture is 100 million yuan
.


ANE June 8, ANE announcement that will be set up in the iron phosphate production and operation margin Co.
, Ltd.
and Hunan New Energy Battery Material Co.
, Ltd.
joint venture
.

It is reported that the registered capital of the joint venture company is 120 million yuan; on August 3, Ananda issued an announcement on the completion and commissioning of the 50kt/a battery-grade iron phosphate expansion project (Phase II) of its holding subsidiary, and said that the project was completed and put into operation , Increasing the iron phosphate production capacity of Tongling Nayuan to 50,000 tons/year
.


CNNC Titanium Dioxide recently announced that it became the *Materials Research Institute; CNNC Titanium Dioxide plans to deploy resources, titanium chemicals, new materials, and new energy through the strategic means of "endogenous growth and extensional mergers and acquisitions"
.
Currently, the company is centering on the concept of “vertical improvement and horizontal circulation”, establishing a unique “sulfur-phosphorus-iron-titanium-lithium” coupled circular economy industrial chain, and expanding its main business products from a single titanium dioxide to cover Titanium dioxide, water-soluble monoammonium phosphate (water-soluble fertilizer), and a series of products related to new energy battery cathode materials such as iron phosphate and lithium iron phosphate
.
The hot sale of new energy vehicles has driven the growth of the lithium battery industry
.
The "White Paper on the Development of China's New Energy Vehicle Industry (2021)" shows that in 2020, the global shipment of power batteries for new energy vehicles will reach 158.
2GWh, and the demand for power batteries is expected to reach 919.
4GWh by 2025
.

The huge demand for new energy vehicles and the policy encouragement and support for the industry will gradually change the industry chain related to new energy vehicles.
It is reported that some titanium dioxide companies have invested heavily in the lithium iron phosphate battery sector, making them in the second The secondary market is highly sought after; presumably in the future, more and more titanium dioxide companies will follow suit and enjoy the huge dividends and unlimited business opportunities in the new energy vehicle industry
.