天奇股份(002009.SZ):擬斥資50億元建設退役動力電池等項目
格隆匯6月28日丨天奇股份(002009.SZ)公吿,公司於2021年6月28日審議通過了《關於與龍南經濟技術開發區管委會簽訂項目合同書的議案》,同意公司與江西省贛州市龍南經濟技術開發區管委會簽署《投資興辦退役動力電池、鋰電池梯次利用及三元前驅體生產項目合同書》,公司及子公司擬在龍南經開區購置約397.34畝土地,在未來5年內規劃投資以廢舊鋰電池原料為主導,形成年產3萬噸三元前驅體及1.2萬噸電池級碳酸鋰的生產項目。
公吿顯示,項目實施主體為公司控股子公司江西天奇金泰閣鈷業有限公司或其於龍南設立的項目公司。項目總投資約為50億元,其中固定資產投資25億元。項目分二期建設,第一期規劃用地247.34畝,預計2021年四季度開始建設,2023年四季度建成投產;第二期規劃用地150畝,預計2022年四季度開始建設,2024年四季度建成投產。
隨着新能源汽車產業的高速發展,新能源電池市場容量急劇增長,鋰電池產業迎來了蓬勃發展的歷史機遇,預計未來5-10年,三元前驅體、碳酸鋰等鋰電池材料以及廢舊鋰電池回收市場需求呈倍速增長。公司核心子公司金泰閣及贛州天奇鋰致實業有限公司專注於廢舊鋰電池回收資源化利用,具備實現鋰離子電池全部金屬提取工藝,其生產工藝成熟且有較強盈利能力。
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