Since the outbreak of the epidemic, countries have attached importance to food security, the global agricultural product prices have soared, the demand for phosphate fertilizer is strong, and the phosphorus chemical industry as a whole has ushered in a boom cycle. At the same time, with the rapid development of new energy vehicles, the output of phosphorus-based new energy-related materials such as iron phosphate and lithium ferrous phosphate has increased, and the downstream demand for phosphate rock has ushered in a new growth point.
Yuntianhua is rich in phosphate rock resources and coal resources, and the existing raw ore production capacity is14.5 million tons. It is one of the largest phosphate mining and dressing enterprises in China.
In May of 20 13, Yuntianhua Group injected high-quality assets such as phosphate rock, phosphate fertilizer, phosphorus chemical industry, trade logistics and public works into Yuntianhua, which realized the overall listing of the main business of the group company and constituted the main revenue framework of Yuntianhua today.
At present, Yuntianhua's main business includes fertilizer, fine chemicals and business services. Benefiting from the high prosperity of the fertilizer industry and some fine chemicals, Yuntianhua achieved revenue of 36.623 billion yuan in the first half of 2022, a year-on-year increase of 65,438+08.4%; The net profit returned to the mother was 3.466 billion yuan, up 120.48% year-on-year, and the performance reached a record high.
In recent years, Yuntianhua has closely followed the opportunities of new energy development and actively expanded its new energy industry business by combining its own advantages in resources, technology and industrial chain.
On October 30th, 2002110, Yuntianhua announced that it planned to invest 7.286 billion yuan to build 500,000 tons/year iron phosphate battery precursors and supporting projects.
Among them, it is planned to invest in a new 654.38+10,000 tons/year iron phosphate project and supporting facilities, which is expected to be fully put into operation in September 2022; It is planned to invest in a new 200,000-ton iron phosphate project and supporting facilities, which is expected to be completed in June 5438+February 2023. The implementation of this project will further promote the diversification and deep development and utilization of Yuntianhua phosphorus resources.
The construction of Yuntianhua Phase I 65438+ 10,000 tons/year iron phosphate project is progressing as planned, and has now entered the debugging stage; The second phase of the 200,000 tons/year iron phosphate project has completed the filing and classification procedures. According to the report of Yuntianhua Project, after the project is completed and put into production, it is estimated that the annual revenue will be 8.537 billion yuan and the net profit will be 938 million yuan.
This time, Yuntianhua and Huayou Holdings reached a cooperation intention on iron phosphate and lithium ferrous phosphate projects. The cooperation includes:
(1) Huayou Holdings intends to acquire 49% equity of Yunnan Yunjuneng New Materials Co., Ltd. (hereinafter referred to as Juneng New Materials) held by Yuntianhua through the open trading market; (2) Yuntianhua intends to acquire 49% equity of Yunnan Oilfield New Energy Technology Co., Ltd. (hereinafter referred to as Yunnan Oilfield) held by Huayou Holdings; (3) After the transferee is completed, Juneng New Materials will be responsible for the construction (or acquisition) and operation of Yuntianhua 500,000 tons/year iron phosphate project.
In addition, Yunnan Oilfield is responsible for Yuntianhua's 500,000-ton/year lithium ferrous phosphate project: the first phase is 654.38+10,000 tons/year (planned to be completed in 2023); The second phase is 200,000 tons/year (planned to be completed in 2024); The third phase is 200,000 tons/year (planned to be completed in 2025). At present, Yunnan Oilfield has completed the filing and evaluation of the lithium ferrous phosphate project, and is carrying out the preliminary administrative examination and approval of the project.
Zhai, chief analyst of Shenzhen-Hong Kong Securities Chemical Industry, believes. Yuntianhua relies on its own advantages in phosphate rock resources to actively expand the business of new energy industry. With the continuous growth of the output of new energy vehicles and the installed capacity of lithium ferrous phosphate, the iron phosphate project is expected to inject new growth momentum into Yuntianhua.