Jinan talks about "lithium"

On June 28, the first China New Materials (Lithium Battery Chemicals) Fortune Forum was held in Jinan, Quancheng.
Representatives from the industry, education, research and media of the lithium battery chemical industry chain conducted a professional and professional seminar on the theme of "Technology Leading Innovation and Leaping Cycles".
Lively discussion and exchange
.
Experts at the meeting agreed that, benefiting from the historic opportunity of accelerating the development of new energy vehicles in the world, the future of the lithium battery chemical industry is optimistic in the long term, and its wealth can be expected
.
But at the same time, in terms of technological innovation, capacity expansion rhythm, market construction and industrial chain coordination, there is still a lot of room for improvement and improvement in the entire industry, and it is necessary to speed up the exploration of high-quality development
.

Cui Xuejun, Secretary of the Party Committee and Chairman of China Chemical Industry News Co.
, Ltd.
, pointed out in his speech that the lithium battery chemical industry has been very hot in the past two years, and all parties have paid attention and capital
.
This seemingly "swarming" phenomenon, on the one hand, may bury the risk of homogeneous competition and excess capacity in the later stage, but at the same time it also injects vigorous kinetic energy into the development of the industry
.
Only in this "heat" and in the fierce competition of learning and catching up, can we constantly distinguish the superior and the inferior, and the superior and the inferior are eliminated
.
To achieve development and growth through tempering
.
”

He also emphasized that strategic emerging industries such as lithium battery chemicals should strive to learn from the photovoltaic industry and draw experience and nutrition from the development of the photovoltaic industry
.
Since the beginning of the new century, China's photovoltaic industry has experienced many ups and downs, and has gone through the cycle of heat and cold, life and death, and now it has become a strong force in the world's new energy industry, and it has also become a leading business card for China's new energy development
.

Lu Tianbao, Secretary of the Party Committee and Chairman of Shandong Lubei Enterprise Group Corporation, introduced in his speech that Lubei Group has been unswervingly developing ecological, low-carbon and circular economy industrial clusters for more than 40 years since its establishment, and has been committed to the technology research and development of ecological industry.
It has successfully created the only national-level ecological industrial demonstration park with enterprises as the main body in China, and realized multi-element products such as "titanium, sulfur, phosphorus, calcium" and so on.
As well as the industrialized co-production of salt-alkali-electricity-aluminum and seawater cascade comprehensive utilization, China's northern Lubei eco-industrial model is well-known at home and abroad
.

Since 2016, Lubei Group has successfully incorporated the lithium battery new material industry into the ecological industrial system through independent research and development, and during the "13th Five-Year Plan" period, the lithium battery industry has been listed as a key development plan, starting from lithium ion battery raw materials and cathode materials, and implementing the whole process.
Industrial chain development
.
During the "14th Five-Year Plan" period, the company cooperated with Hubei Wanrun, Shanghai Jinxuan, State Power Investment Corporation and other leading enterprises in the industry to construct and plan a series of major projects of new energy and new materials for lithium batteries, which are planned to be used for 3 to 5 years.
In time, it will build a Shandong Lubei Smart Lithium Battery New Energy Industry Base with an operating income of over 100 billion yuan and profits and taxes of over 10 billion yuan
.
The construction of the base has been included in the "Shandong Province New Energy Automobile Industry Development Plan (2021-2025)" and the 12 major supporting projects for the conversion of new and old kinetic energy during the "14th Five-Year Plan" period in Shandong Province
.

The forum brought a total of 14 exchange reports, covering the overall operation of the petrochemical industry, the transformation of the automotive industry and the development of new energy vehicles, the development trend of lithium-ion batteries, the innovation and development of new energy materials, and positive and negative materials, electrolytes, separators, solvents and Analytical communication for additive aliquots
.

Fu Xiangsheng, Vice President of China Petroleum and Chemical Industry Federation, gave a keynote report on "Recent Economic Operation of Petrochemical Industry and Thoughts on Lithium Battery Innovation"
.
He especially reminded the lithium battery chemical industry to pay close attention to innovation, especially the disruptive innovation progress in other alternative technology routes and new material solutions, and to have forward-looking thinking and maintain a scientific and prudent attitude in project construction
.

Fang Haifeng (top), deputy director of China Automotive Strategy and Policy Research Center, and Chen Shihua (bottom), deputy secretary-general of China Association of Automobile Manufacturers, analyzed and predicted the development of new energy vehicles from the perspective of industrial policy and industrial transformation
.
According to reports, all countries in the world are currently attaching great importance to the development of new energy vehicles, and China has established an all-round and full-chain new energy vehicle industry support policy, which is the most systematic and policy-intensive
.
Affected by this, China's new energy vehicle production and sales have ranked first in the world for seven consecutive years, reaching 3.
55 million in 2021
.
At present, China's new energy vehicles have shifted from policy-driven to market-driven, and a good situation for self-driven industrial development has arrived
.
In the first 4 months of this year, even under the impact of the severe epidemic, the production and sales of new energy vehicles in China continued to grow rapidly and exceeded 2 million units.
It is expected to exceed 5 million units in the whole year, and it is expected to reach 10 million units in 2025.
The demand for power batteries It will exceed 500GWh, and the market prospect is very broad
.

Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, pointed out in the report that driven by the continuous and rapid development of lithium battery new energy vehicles, China has become the world's largest producer of lithium batteries and lithium battery chemicals, and the output of many lithium battery chemical materials is in the world It accounts for nearly 70% and some varieties exceed 80%, making it a veritable global production and consumption center
.
In the near future, lithium iron phosphate will have a good development because of its good safety, low cost and good compatibility with some popular batteries and models
.
In the long run, high performance and low cost should become an important direction for the development of lithium battery chemicals
.

Qiu Jieshan, Dean of the School of Chemical Engineering, Beijing University of Chemical Technology, analyzed the development prospects and corresponding challenges of carbon-based energy materials, and put forward targeted thoughts and suggestions
.

Yu Qingjiao, secretary general of the Zhongguancun New Battery Technology Innovation Alliance and chairman of the Battery Hundred People's Association, analyzed the current status and trends of the electrolyte industry
.
As a global lithium battery electrolyte production and sales center, he believes that the high-quality development of the industry in the future should shift from "price war" to "value war", and pay attention to the integration and synergy within the industry and between industrial chains, and pursue overall interests and long-term development
.

Yin Longwei, a professor at the School of Materials Science and Engineering of Shandong University, brought a new technology report on "High Specific Energy Lithium-Oxygen Batteries"
.
This technology is one of the hotspots in current lithium battery research, which brings good ideas and guidance for improving the energy density, safety and service life of lithium batteries
.

Li Yan, Director of the Materials and Chemical Division of the Petroleum and Chemical Planning Institute, shared the current situation and trend prospects of lithium battery chemicals, and made comments and analysis on the performance of mainstream and emerging varieties of lithium battery chemicals such as positive and negative materials, electrolytes, and separators
.

Wang Zhe, chief analyst of the energy and chemical industry of CITIC Securities, analyzed the pattern and development trend of the lithium battery materials industry from the perspective of the financial industry
.

In the corporate communication session, Zhai Hongxuan, deputy general manager of Shandong Lubei Enterprise Group Corporation, introduced the Lubei Wanrun lithium battery project under construction, which will be completed in phases and will eventually be built into 660,000 tons/year lithium iron phosphate co-production 660,000 tons/year iron phosphate The project explores new models and new paths based on circular economy and ecological industry for the high-quality development of China's lithium battery chemicals industry
.

Li Shijiang, Secretary of the Party Committee and Chairman of DFD New Materials Co.
, Ltd.
, introduced the company's innovative practice of using new energy to drive new materials and new materials to support new energy, which attracted the common attention of the participants
.
Focusing on the main track of new energy, Polyfluoride has deeply cultivated the new energy potential of chemical elements such as fluorine, lithium and silicon, and has become an outstanding leader in the fields of lithium hexafluorophosphate and electronic grade hydrofluoric acid
.

Cheng Kai, a market analyst at Shandong Shida Shenghua, introduced the evolution of the market structure of the carbonate industry
.
It is understood that carbonate is the main component of lithium battery electrolyte, and Shi Dashenghua is a leading enterprise in this field.
In the future, it will continue to improve market competitiveness and consolidate industry leadership through intensive cultivation
.

Kang Xiaoling, general manager of Shanghai Donggeng Chemical Technology Co.
, Ltd.
shared the company's innovative chemical reaction and separation process technology solutions, which can better assist the research and development of lithium battery chemicals
.

Wu Xue, chairman of Shandong Zhongke Haoliang Technology Co.
, Ltd.
, shared the new magnetic liquid sealing technology that won the second prize of the National Technology Invention Award, and the industrial cloud technology with high security and reliability based on independent intellectual property rights.
interest
.

It is understood that the development of new energy vehicles in China is a long process of exploration, which has achieved a leap from quantitative change to qualitative change
.
Beginning in 2020, the global new energy vehicle has ushered in a period of booming production and sales
.
Driven by lithium battery new energy vehicles, lithium battery chemicals such as positive and negative electrode materials, separators, and electrolytes related to battery manufacturing have risen in response to the trend, and the market has become hot.
Lithium carbonate, lithium iron phosphate, lithium hexafluorophosphate, bisfluorosulfonimide The price of lithium and other varieties has risen sharply, hitting a record high, and the market performance is quite amazing
.

Driven by the fiery market and promising prospects, domestic chemical companies in the past two years have extended their transformation to the field of lithium battery new energy, which is quite large and frequent, and has become an industry phenomenon and trend
.

It is precisely because of the long-term thinking that believes in the bright future of China's lithium battery new energy industry, "China Chemical News" Co.
, Ltd.
initiated and hosted the China Lithium Battery Chemical Fortune Forum, which opened a marathon and shared weal and woe with the industry
.
The first forum was co-organized by Shandong Lubei Enterprise Group Corporation and DFD New Materials Co.
,
Ltd.

Qu Jingjia (left) and Liu Quanchang (right), deputy editor-in-chief of China Chemical Industry News Co.
, Ltd.
, presided over the meeting that day, and more than 120 representatives from the industry participated in the meeting
.