-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
While the epidemic and the shortage of semiconductor chips have led to a general decline in auto sales in many countries around the world, the electric vehicle segment has experienced growth against the trend
.
According to statistics from the China Association of Automobile Manufacturers and the European Automobile Manufacturers Association (ACEA), China and Europe, the world's two largest electric vehicle markets, both saw a sharp increase in sales in the first three quarters of this year
Lithium battery welcomes the bright moment
Lithium battery welcomes the highlight momentlithium battery welcomes the highlight momentAt present, the "dual carbon" goal has become a national strategy.
To implement this goal, it is necessary to transform the energy structure and develop low-carbon technologies
.
Lithium batteries are undoubtedly the "bull nose" of carbon neutrality and the "big heart" of the electric vehicle industry
Statistics released by the China Association of Automobile Manufacturers show that in the first three quarters of this year, China's automobile production and sales completed 18.
243 million and 18.
623 million respectively, a year-on-year increase of 7.
5% and 8.
7%
.
Among them, the production and sales of new energy vehicles were 2.
As the core of new energy vehicles, the importance of lithium batteries is self-evident
.
Kaiyuan Securities Research Report believes that, driven by the prosperous sales of new energy vehicles, the domestic demand for lithium batteries will maintain a high growth, reaching 430GWh in 2022
It is understood that South Korea, the United States and other countries want to build a "battery alliance", and the European Union has spent 6.
1 billion euros to build two battery alliances
.
Under the surging dark tide, the competition of various countries around lithium batteries is rapidly heating up
According to incomplete statistics, since 2021, lithium battery listed companies have intensively issued fixed increase plans, with a total planned fundraising of nearly 136 billion yuan, which will be used to expand production capacity and new technology research and development, involving lithium mines, lithium battery positive electrodes, negative electrodes, electrolytes, etc.
Links
.
Diaphragm expansion surges
Diaphragm expansion wave rises Diaphragm expansion wave rises Lithium batteries are mainly composed of positive electrode material, negative electrode material, separator, electrolyte and battery casing
.
Among them, the cost of diaphragm accounts for about 10% to 20% of the cost of lithium-ion batteries, and the gross profit rate can reach 50% to 60%.
Driven by profits, domestic diaphragm companies "covet" this cake, and frequently set off a wave of expansion
.
On November 22, Enjie, a leading enterprise in the field of wet-process lithium battery separators, issued an announcement stating that it plans to raise capital of no more than 12.
8 billion yuan for the Chongqing Enjie high-performance lithium-ion battery microporous diaphragm project and Jiangsu Enjie Power Automotive lithium battery separator industrialization project, Jiangsu Ruijie Power Automobile Lithium Battery Aluminum Plastic Film Industrialization Project, Suzhou Jieli’s annual production capacity of 200 million square meters lithium ion battery coated separator project and supplementary working capital
.
After the project is put into production, the company will increase the annual production capacity of 3.
In addition, on October 21, Cangzhou Mingzhu announced that the company’s Sun Company Wuhu Mingzhu Diaphragm Technology Co.
, Ltd.
planned to invest in the construction of a 200 million square meter wet lithium-ion battery diaphragm project in Wuhu City, Anhui Province; November 8, Putai To issue an announcement to increase capital to subsidiaries to strengthen the company’s scale efficiency of coated diaphragm processing; on November 9, Sinoma Technology issued an announcement that Inner Mongolia Sinolithium New Materials Co.
, Ltd.
, a subsidiary of Sinoma Lithium Membrane Co.
, Ltd.
, a holding subsidiary, plans to Inner Mongolia Hohhot, Autonomous Region, invested 895 million yuan to build a special wet-process diaphragm production line for lithium batteries with an annual output of 320 million square meters; The additional investment of the source does not exceed 100 million US dollars for the expansion of 2 wet production lines, 2 coating production lines and supporting equipment for the second phase of the Eurostar project
.
The diaphragm technology content is relatively high.
However, in only one month, diaphragm companies have successively planned to invest more than 15 billion yuan to expand production, which reflects the surge in downstream lithium battery market demand
.
Be alert to the risk of excess
Be wary of excess risk be wary of excess risk Regarding the frequent production expansion waves in the diaphragm industry, industry insiders reminded that it is still necessary to stay awake and be vigilant against overcapacity
.
According to the survey and calculation of Shanghai Nonferrous Metals (SMM), China's total output of ternary materials in October was about 39,000 tons, an increase of 4.
7% month-on-month and a year-on-year increase of 54.
3%
.
In terms of demand, data from the China Automotive Power Battery Innovation Alliance show that China's power ternary battery output was 9.
On November 18, the Ministry of Industry and Information Technology released on the official website of the "Lithium-ion Battery Industry Specification Conditions (2021 Edition)" (Draft for Solicitation of Comments) to guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce Production costs
.
At the same time, the era of solid-state batteries is coming to us
.
At the beginning of this year, Li Bin, the founder of Weilai Automobile, announced that the company will mass-produce solid-state batteries in 2022.
Although they are "semi-solid batteries" to be precise, they still need to use electrolyte and separators
.
But even so, many people still realize that the advent of solid-state batteries is only a matter of time, and it will have an impact on the lithium battery separator and electrolyte market
.
