Lithium battery materials, the depth of the future
The next 5-10 years electric cars will gradually mature, and thus become the killer application of lithium batteries. Lithium batteries as a core component, the industry size will grow more than a hundredfold. Our lithium battery materials industry to “overweight” rating, the proposed robust investor, optimal electrolyte; active investor, optimal membrane. We Recommend Fosugufen, the new state-chou, Jiangsu Guotai, when l Technology
The promotion of electric vehicles will drive demand for lithium battery materials explosive growth. To stimulate the economy and energy as an effective means of reducing emissions, electric cars become the focus of policy support to Governments, lithium battery electric vehicles will become the mainstream .
Integrated technology, product profitability and demand growth, we are all sub-sectors as following: the technical maturity to consider the electrolyte> lithium iron phosphate = lithium hexafluorophosphate> diaphragm; from the product yield into account, divide> hexafluorophosphate Lithium> Lithium Iron Phosphate> electrolyte; rising demand from the battery room for growth into account, lithium iron phosphate> divide> = lithium hexafluorophosphate electrolyte.
Lithium cobalt oxide cathode materials still account for most of the market share, but growth rate will gradually decline. The field of traditional lithium batteries, lithium manganese oxide and ternary materials will have more development space, and power batteries primarily for the development of the domestic lithium iron phosphate-based. At present the main difficulty lies in lithium iron phosphate to improve product consistency VW-VBG6 .
Electrolyte to the electrolyte purity lithium hexafluorophosphate is highly demanding, so free acid and impurities control the production of lithium hexafluorophosphate key experience with fluorine chemical enterprises have certain advantages. At present the domestic market mainly of the few Japanese companies monopoly, Jiangsu Guotai and Fluoride in progress test is expected to achieve a breakthrough. The technical core of lithium electrolyte formula, the relatively low barriers to entry, the main challenge the company’s technical service capabilities.
Membrane is the highest lithium battery materials, technical barriers samsung IA-BP85ST battery hp-pavilion-dm3-battery-p-69446.html”>Pavilion dm3 battery , the highest profits. At present, only four to produce ordinary lithium battery separator, as much as 80% of import dependence, while the dry process production of battery separator, China can not achieve domestically.