The most popular evolution of the whole lithium ba

2022-08-07
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Abstract: with the introduction of the subsidy policy for new energy vehicles, ternary materials are expected to become the future development direction of power batteries. With the arrival of the three element era, the three element battery will usher in explosive growth. Lithium battery enterprises set off a wave of expansion of three element battery. The linkage effect of the four upstream material fields is significant. A change of the whole lithium battery industry chain is on

with the introduction of the subsidy policy for new energy vehicles, ternary materials are expected to become the future development direction of power batteries. With the arrival of the three element era, the three element battery will usher in explosive growth. Lithium battery enterprises set off a wave of expansion of three element battery. The linkage effect of the four upstream material fields is significant. A change of the whole lithium battery industry chain is on

lithium battery enterprises in the "three yuan" era have made in-depth layout of three yuan batteries. The new subsidy policy for new energy vehicles issued at the end of 2016 is based on the energy density as the subsidy adjustment coefficient. In addition, according to the "13th five year plan", the national goal is to achieve an energy density of 350wh/kg for power batteries by 2020. Affected by the policy, since the end of 2016, high-energy density ternary batteries have become an important direction in the strategic layout of lithium battery enterprises at home and abroad. It is reported that the lithium battery enterprises such as BYD, Ningde times, Chengfei integration, GuoXuan high tech, zhuonang Co., Ltd. will expand the production capacity of ternary lithium battery

BYD, which loves the technical route of lithium iron phosphate batteries, has also begun to deploy ternary lithium batteries on a large scale. It is reported that BYD will expand the layout of ternary lithium batteries in the future. BYD expects a battery capacity of 10gwh in 2016 and a new ternary battery GWH in 2017. The proportion of lithium iron phosphate and ternary capacity in Ningde era will gradually move from the current 2:1 to 1:1. Chengdu Aircraft integration plans to build a ternary lithium battery production line with an annual output of 5billion wh. Guangxi zhuoneng New Energy Technology Co., Ltd., a subsidiary of zhuoneng Co., Ltd., plans to expand the production of 5billion ah ternary power batteries in Guangxi. The 1GWh/a ternary lithium battery production line of GuoXuan hi tech Qingdao Co., Ltd. was officially put into operation. The ternary high specific energy lithium battery produced by the 1GWh/a ternary lithium battery production line will be specially equipped for BAIC new energy vehicles

the price of ternary raw materials soared

ternary materials are expected to become the future development direction of power batteries. Lithium battery enterprises set off a trend of expansion of ternary batteries, driving the sharp rise of ternary materials. Since this year, the price of lithium cobalt oxide has doubled, and the price of cobalt sulfate has increased by more than 30%. Ternary materials also increased by more than 10%. In 2016, the output of ternary materials increased by about 50%. It is estimated that the year-on-year growth rate of ternary fracture load - the force output causing fracture in tensile, contraction, zigzag or change experiments in 2017 will be 110% to 120%

enterprises seize the beach to lay out lithium hydroxide

the change in terminal demand forces the development of the lithium battery industry chain. Lithium battery enterprises set off a trend of expansion of ternary batteries, driving the evolution of the four upstream materials. International mainstream lithium battery manufacturers are gradually transforming to ternary materials. In order to improve the energy density, ternary materials will continue to develop towards high nickel. Lithium hydroxide used for high nickel ternary materials has become an important direction of the strategic layout of international lithium industry giants. Domestic and foreign lithium enterprises have begun a new round of layout in the field of lithium hydroxide

in may, 2016, in order to meet the demand for lithium hydroxide, which plays a very important role in protecting the personal safety of experimental operators and protecting the normal operation of experimental equipment due to the high growth of global new energy vehicles, FMC plans to add a 20000 ton lithium hydroxide project in three phases from 2017 to 2019 to expand the company's total lithium hydroxide production capacity to 30000 tons/year; The company plans to complete phase I production expansion in mid-2017 and all phase III construction in 2019. At the same time, the construction progress can be adjusted according to market demand

Tianqi lithium

as an important participant in the international lithium battery industry, Tianqi lithium has also taken a step towards the strategic layout of lithium hydroxide. In September, 2016, Tianqi lithium invested in the construction of a battery grade lithium hydroxide monohydrate project with an annual output of 24000 tons. The project is located in quinana, Western Australia. The construction period of the project is 25 months. It is expected to be completed and put into trial production in october2018

Ganfeng lithium

in July 2016, Ganfeng lithium invested 3.1 billion yuan to build a 20000 ton/year lithium hydroxide project. The main products of the project include 15000 tons of battery grade lithium hydroxide monohydrate and 5000 tons of industrial grade lithium hydroxide monohydrate. The construction period is one and a half years

orocobre

orocobre has also started a new round of layout in the field of lithium hydroxide. It is expected to build a commercial plant from June 2017, with an annual output of 15000-25000 tons of lithium hydroxide

boost the industrialization of silicon-based negative electrode materials

artificial graphite has become the mainstream of the current negative electrode materials market with its reliability and safety. The research and development of new negative electrode materials has been significantly accelerated, among which silicon-based materials have become a hot spot. Various negative electrode material enterprises are actively promoting the industrialization of silicon-based negative electrodes, and a competition for silicon-based negative electrode materials is being staged

GuoXuan high tech

in November 2016, GuoXuan high tech raised about 3.6 billion yuan to invest in power battery projects, including projects with an annual output of 10000 tons of high nickel ternary cathode materials and 5000 tons of silicon-based cathode materials

the annual innovative product of Shenzhen snow, high-capacity silicon-based lithium battery cathode material, is a high-capacity silicon-based lithium battery cathode material prepared by the company and domestic universities, using their respective advantages, using silicon powder with porous structure and combining with the carbon material to describe the growth path and development concept stability of Hangxiao steel structure. It has the characteristics of high capacity and long cycle, and the coulomb efficiency can reach 95% for the first time, The capacity retention rate of 500 cycle material is more than 1000mah/g

Huzhou Chuangya

the energy density of Huzhou Chuangya silicon negative electrode can reach mah/g, and the silicon carbon negative electrode material can reach 600mah/g. It is expected that pilot scale mass production will begin in the first half of this year

Yaoguiming, director of Investment Department of Shanghai Shanshan, introduced that nano silicon and silicon oxide are relatively mature silicon-based materials of the company and have achieved mass production. At present, the shipment volume of silicon oxide can reach 2 tons/month, and the nano silicon has hundreds of kilograms/ton per month. Samples have been sent to Samsung, LG, Panasonic and other international battery enterprises

strategic layout of electrolyte manufacturers lifsi

the high nickel content of ternary power battery will bring the wide application of new lithium salt additive lifsi. Lifsi, a new lithium salt additive, can improve the conductivity, high and low temperature performance and hydrolytic resistance of the electrolyte. At the same time, it can inhibit air expansion and has high safety performance. It will be widely used in low temperature, high voltage and high rate electrolytes in the future. At present, domestic mainstream electrolyte manufacturers such as Tianci materials and xinzhoubang are actively building lifsi production lines

Tianci materials

in August 2016, Tianci materials disclosed that it was expected that the company would have a capacity of 300 tons of lifsi new lithium salt by the end of 2016. In addition, it is planned to build a new lithium salt production capacity of 2000 tons/year

in July 2016, new Zhoubang and Changsha Xinlian Huayuan planned to jointly invest 20million yuan to set up Bofu technology and invest in the construction of the lifsi project with an annual output of 200 tons. The project is to be implemented in Chenzhou, Hunan, with a planned investment of 20million yuan and a construction period of 6 months. It is expected to be gradually put into operation by the end of 2016

the market demand for wet diaphragm surged

driven by the demand for ternary batteries, the shipment and demand of wet diaphragm surged, and the proportion of coated diaphragm increased rapidly. The market share of wet diaphragm will increase significantly. It is estimated that by 2020, the wet diaphragm in domestic diaphragm will exceed 70%. Domestic enterprises have expanded the capacity of wet diaphragm, and the supply of high-end wet diaphragm is in short supply

Cangzhou Mingzhu

Cangzhou Mingzhu, with the help of the capital, technical advantages and resources of listed companies, expands the capacity of dry wet diaphragm by means of cooperation with battery enterprises and fixed increase fund-raising, so as to stabilize the industry position and ensure sufficient supply capacity. On january25,2016, Cangzhou Mingzhu established a joint venture with AVIC lithium to establish a wet lithium ion battery diaphragm project with an annual output of 105million square meters. Three wet diaphragm production lines will be built, and it is expected that they will be completed and reach production capacity in February 2018. At that time, the company's total capacity of wet diaphragm will reach 190million square meters

Jinli shares

in February this year, Jinli shares invested 17.4581 million yuan to build the third and fourth wet diaphragm production lines. In addition, the company's No. 2 wet diaphragm production line with a capacity of 25million square meters was officially put into operation in December 2016. The project and equipment have passed the acceptance, and the product performance has reached the standard, and a sales order has been signed

the water-based adhesive has been successfully promoted.

in order to improve the performance of ternary battery materials and find new adhesives to replace the traditional PVDF that is difficult to take into account both conductivity and bonding performance and is prone to pollution, enterprises such as ruiong group, Zhongke Laifang, blue ocean Blackstone and so on have launched water-based adhesives to solve the problem of cathode material expansion in improving the energy density of power batteries

in addition, adhesive products represented by organic silica gel are emerging. At present, silica gel enterprises such as Sibao technology, Huitian new material and Lexus new material are actively exploring the application of more adhesive products in power battery safety besides silicone adhesive

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