1、Finland emerging as European battery material hub芬兰是欧洲电池材料生产的中心芬兰是欧洲电池材料生产的中心SMM International New Energy Conference9 May 2023,Changsha芬兰矿业集团12带动芬兰整体矿业及电池行带动芬兰整体矿业及电池行业的繁荣发展业的繁荣发展We area forerunner driving prosperity of theFinnish mining and battery industry可持续发展可持续发展We build sustainablebusinesses投资

2、创造价值投资创造价值We createvalue through active ownership建立芬兰建立芬兰电池产业链电池产业链We increasethe value add by building a Finnish battery value chain芬兰矿业集团是一家国有特殊目的公司芬兰矿业集团是一家国有特殊目的公司Finnish Minerals Group is a special-purpose company owned by the State of Finland 特殊任务特殊任务Special assignment芬兰政府开发矿业与电池产业链的平台公司Govern

3、ments holding and development company for mining industry and battery value chain 愿景愿景Vision我们为气候中和提供材料We provide materials forclimate neutrality 使命使命Mission负责任得最大化芬兰矿产资源价值Responsibly maximizingthe value of Finnish minerals目标目标Our purpose战略目标战略目标Our strategicobjectivesEuropean market continues to gr

4、ow欧洲市场持续增长欧洲市场持续增长3Transition to electrified mobility is strong汽车电动化趋势仍然强劲汽车电动化趋势仍然强劲4Million vehicles20201,4 million20212,3 million65%growthin EuropeSource:IEA.January 2021EV sales development in past years新能源汽车销售持续增长新能源汽车销售持续增长and sales forecast for 2020-2040未来销售预期未来销售预期Source:RhoMotionGiga Factor

5、ies in Europe by 2030Announced capacity by location,GWh2030年欧洲电池项目计划（年欧洲电池项目计划（按投资目的地国别按投资目的地国别）5Source:Benchmark Minerals Intelligence,Feb 2023 Spain西班牙701 129GWhGermany德国德国325Hungary匈牙利匈牙利207Poland波兰波兰115France法国法国114Sweden瑞典瑞典93Norway挪威挪威63Portugal葡萄牙葡萄牙45Other其他其他97Introduction toFinnish Mineral

6、s GroupFinnish Minerals Group is building battery value chain in Finland建立可持续的电池产业链建立可持续的电池产业链FMG works with strategic partners to build battery value chain in Finland芬兰矿业集团与战略合作伙伴一起建立芬兰电池产业链芬兰矿业集团与战略合作伙伴一起建立芬兰电池产业链State of Finland芬芬兰政府兰政府Finnish Minerals Group芬芬兰矿业集团兰矿业集团Minority少少数股权数股权100%Battery

7、 Value Chain Partnerships合合作模式：成立芬兰合资公司作模式：成立芬兰合资公司Technology company科科技公司技公司Majority多多数股权数股权FMG looking to invest across the battery value chain,in one or more Partnership arrangements 投资领域投资领域a)Battery cell manufacturing 电池生产电池生产b)Cathode material manufacturing 前驱体前驱体/正极材料生产正极材料生产c)Anode material

8、manufacturing 负极材料生产负极材料生产FMG targets minority ownership share at illustratively 20 40%,subject to negotiations 预预期初步占股期初步占股20-40%FMG acts as local partner and can support both in equity and debt financing 芬兰矿业集团作为当地合作伙伴提供项芬兰矿业集团作为当地合作伙伴提供项目支持：股权和债务融资目支持：股权和债务融资Our mining portfolio companies make go

9、od progress矿业投资组合公司项目进展矿业投资组合公司项目进展8KotkaHaminaSavukoskiSotkamoKokkolaKaustinen67%Large,vertically integrated nickel mine in a top tier European location欧洲大型综合性镍项目欧洲大型综合性镍项目100%Large carbonatite complex with significant REE potential大型碳酸岩综合项目（含稀土元素）大型碳酸岩综合项目（含稀土元素）20%The most advanced integrated lit

10、hium project in Europe欧洲最成熟的锂项目欧洲最成熟的锂项目Good financial performance in 2022 良好的财务表现良好的财务表现30.000 tpa Ni production reached实现年产实现年产3万镍金属吨生产万镍金属吨生产Nickel sulphate refinery ramp-up progresses硫酸镍项目投产中硫酸镍项目投产中Off-take agreements with Renault,Stellantis and Umicore announced与与Renault,Stellantis,优美科等签署优美科等签

11、署承购协议承购协议Sibanye-Stillwater as majority stakeholder南非大股东南非大股东Final Investment Decision for LiOH refinery 590 M5.9亿欧元投资氢氧化锂冶炼亿欧元投资氢氧化锂冶炼Permitting for the mine site in final stages 许可流程处于收尾阶段许可流程处于收尾阶段Preliminary economic assessment work is progressing well初步经济性分析推进中初步经济性分析推进中Studies and investigatio

12、ns at site continue其他技术分析和调研将继续其他技术分析和调研将继续9pCAM前驱体，哈米纳CNGR,worlds largest NCM precursor manufacturer and FMG are developing a pCAM plant in Hamina port.CAM 正极，科特卡Beijing Easpring,a leading CAM manufacturer and FMG are developing a CAM plant in Kotka.Cell and LFP Cathode电芯与磷酸铁锂正极，瓦萨FREYR Battery and

13、 FMG are developinga battery ecosystem in Vaasa.Kotka科特卡Hamina 哈米纳Vaasa瓦萨Anode 负极，瓦萨Epsilon Advanced Materials and FMG are developing an anode material plant in Vaasa.Sodium sulphate treatment硫酸钠处理Adven and FMG are planning for a novel circular economy solution for sodium sulphate treatment in conne

14、ction to pCAM plant.Cell 电芯，科特卡Undisclosed partner and FMG are evaluating a Cell plant in Kotka.合作方未公开.FMGs announced battery material projects 参与项目（已公布）We are moving forward in the battery value chain 产业链布局产业链布局10HaminaVaasaKotkaNickel ore镍矿Cobalt ore钴矿Lithium ore锂矿Nickelsulphate硫酸镍Cobalt sulphate硫

15、酸钴Lithium hydroxide氢氧化锂Cathodematerials正极材料Anode Materials负极材料Electric vehicles新能源汽车Energy storage储能Batterymaterial recycling电池材料回收Sodium sulphatesolution硫酸钠处理Battery cell电芯Rawmaterials原材料原材料Chemicals/salts化学品化学品/盐盐Processed materials中间材料中间材料Cell andpack电芯与电池组电芯与电池组Downstream applications下游应用下游应用Second life useand recycling回收与二次利用回收与二次利用KotkaHaminaVaasaSavukoskiSotkamoKokkolaKaustinenVaasaKotkaHamina Follow us on LinkedIn