Annual growth of lithium manganate batteries is expected to increase
According to the statistics of Xin Lu Information, the output of 12 lithium manganate manufacturers in my country in the first half of this year totaled 18,450 tons, a year-on-year increase of about 25%; the total domestic production of lithium manganate this year is expected to reach 55,000 tons, a year-on-year increase of 57% . Industry analysts believe that under the dual effects of the decline of new energy vehicle subsidies and market promotion, among the three power lithium battery systems, the price advantage of lithium manganese oxide will be prominent, and enterprises may promote the development of medium and high-end lithium manganese oxide batteries. Among the three major power lithium battery systems of ternary lithium, lithium manganate, and lithium iron phosphate, the price advantage of lithium manganate is more obvious. Since the beginning of this year, the price of ternary lithium materials has dropped after experiencing the skyrocketing cobalt price, but power-type materials are still at a high level; although the price of lithium manganate is affected by the environmental protection of manganese dioxide, the price of raw materials has risen relatively quickly. , But compared with the rate of decline in the price of lithium carbonate, the cost of lithium manganese oxide has a smaller change, and the high-end power model is only about 60,000 yuan/ton. Since the beginning of this year, the domestic market price of lithium manganate has generally been stable. The price of ordinary capacity lithium manganate is around 50,000 yuan/ton, and the price of mid-to-high-end is between 60,000 and 70,000 yuan/ton. The price of lithium is 65,000-80,000 yuan/ton. With the gradual increase of ternary materials in the field of power batteries, lithium manganate has gradually surpassed the market share of lithium iron phosphate due to its high energy density advantages, but safety and cycle performance still restrict its further development. Expert analysis believes that the current energy density of lithium manganese oxide batteries for pure electric buses basically exceeds 115wh/kg, and the low energy density situation has gradually improved. Under the policy's dual requirements for energy density and fast charging performance, the characteristics of power performance, discharge rate performance, good low temperature performance, and high voltage frequency of lithium manganate batteries can also fully meet market needs. Development towards the mid-to-high end Under the dual effects of the decline of new energy vehicle subsidies and market promotion, BAIC New Energy has applied lithium manganese oxide to pure electric passenger car models the most, followed by Xiamen King Long and CSR. In addition, Zhongtong Bus, Yutong Bus, Yangtze River, Ankai Bus, Shenlong, Yaxing Bus, etc. have all begun to use lithium manganate in pure electric bus models. Since the second half of last year, many lithium manganese oxide companies have expanded their production capacity, such as Hunan Haili, CITIC Dameng, Hebei Qiangneng, Zhongtian Light Source, Tianjin Tongyi, etc., and their products have also moved to medium and high-end power lithium manganese oxide. development of. At present, there are close to 20 domestic lithium manganate companies with an annual output of 1,000 tons or more. With the replenishment effect of new energy vehicles this year, and the rapid advancement of lithium manganate technology, this product will gradually be favored by car companies. Favor. Feng Xiao, chairman of Xingheng Power, believes that manganese batteries are one of the most suitable choices in the electric vehicle field in the future. Xingheng Power will insist on using manganese batteries in commercial vehicles, especially logistics vehicles. There are also listed companies that have expanded the original lithium iron phosphate battery project to the direction of lithium manganate. Golden Eagle previously stated on the interactive platform that the company is actively adjusting the original lithium iron phosphate battery project to expand in the direction of lithium manganate. Industry insiders believe that if lithium manganate can maintain its original advantages, and through technological innovation, increase the number of cycles, increase capacity, and enhance high and low temperature performance, it will occupy a place in the segment of the new energy market.