Market Economy Analysis
随着2035年中国全部停止销售燃油汽车，动力电池用球形石墨及锂电负极材料将有快速增长。全球储能市场提升显著，国内5G基站建设加速，电动工具、电动自行车等小动力市场锂电池用量占比提高等，对天然石墨负极需求提振明显，由此带动球化石墨需求大幅增加。
专家预言：“20世纪是硅的世纪，21世纪将是碳的世纪”。天然鳞片石墨作为国家战略性矿产，与节能环保、新能源、高端装备制造和新材料等新兴产业关系极为密切，具有带动全局和重大引领作用，未来发展潜力巨大。
截止2022年9月份，全国负极材料基地产能规划超过1400万吨，2021年负极材料出货量为78万吨，石墨精粉出货量120万吨。国际原子能机构（IEA）预测，2020年至2040年，清洁能源技术对石墨需求增长25倍，到2040年，石墨供应短缺将增加至800多万吨，市场前景巨大。
目前设计的生产规模为精粉5万吨/年，按当前-195石墨的价格4300元/吨计算，扣除生产费用1500元/吨，可实现净利润1.4亿元，如将精粉转化为负极材料等深加工产品利润空间更大。
The performance of natural graphite is accelerating in all aspects
The low energy consumption of natural graphite better meets industrial policy requirements
Unique advantages in raw material supply chain stability
Huge potential market space for graphene products
How to Cooperate
Valuation can be conducted by a qualified third-party mining rights appraisal institution, with reference to market conditions and industry development prospects. The final price will be determined through negotiation between buyer and seller. If required by the buyer, key technical personnel from the seller can be retained to participate throughout the project construction. We ensure "support throughout the entire process".
Mining rights can be appraised as capital contribution to establish a new enterprise. A cooperation contract will define rights, obligations, equity ratio, and introduction of capital, technology and other elements for joint planning and development of graphite projects. Achieving "collaboration and mutual success". The appraised value of mining rights can be included in the listed company's capital reserve or disclosed as significant positive news.
A mixed-ownership company can be jointly established by the purchaser, mining rights holder, and local government investment platform.
1. Government participation enables better utilization of advantages in land acquisition, plant construction, roads, water supply, power supply, and tax policies. This facilitates strategic resource planning and control, promoting high-quality industry development while ensuring protective development and efficient utilization of graphite resources.
2. Enterprise-government cooperation reduces construction pressures and capital burdens for companies. It minimizes policy-related uncertainties and human factors, significantly enhancing investor security and trust. This approach builds investment confidence and creates a favorable business environment.
1. Government participation enables better utilization of advantages in land acquisition, plant construction, roads, water supply, power supply, and tax policies. This facilitates strategic resource planning and control, promoting high-quality industry development while ensuring protective development and efficient utilization of graphite resources.
2. Enterprise-government cooperation reduces construction pressures and capital burdens for companies. It minimizes policy-related uncertainties and human factors, significantly enhancing investor security and trust. This approach builds investment confidence and creates a favorable business environment.