Overview of the lithium battery cathode material industry, the lithium battery cathode material industry has differentiated

Overview of the lithium battery cathode material industry, the lithium ion battery cathode material industry has divided. The energy density of a lithium-ion battery depends on the positive electrode material. The core structure of the lithium-ion battery cell includes the positive electrode material, the negative electrode material, the electrolyte, and the separator. Among them, the positive electrode material accounts for the largest proportion of the manufacturing cost and quality of the battery. The positive electrode material directly determines the safety, energy density and other properties of the power lithium battery product. Of all the material costs of lithium-ion batteries, the proportion of cathode materials has never been less than 30%, and the highest is more than half. 1. Overview of the lithium battery cathode material industry. In recent years, the double harvest of my country's new energy vehicle production and sales has driven the rapid development of the entire upstream and downstream industrial chain, especially the increasing demand for power lithium batteries. New energy vehicles have put forward higher requirements for power lithium-ion batteries. Energy density, cost, safety, thermal stability, and cycle life are the key performance indicators of power lithium-ion batteries. As the core of power lithium-ion batteries, cathode materials account for about 30-40% of the manufacturing cost of new energy vehicles. With the rapid development of the domestic lithium-ion battery manufacturing industry, the output of lithium-ion battery cathode materials in my country in 2016 was 21.6 million tons; by 2017, the output of lithium-ion battery cathode materials in my country rose to 323,000 tons, a year-on-year increase of 49.54%; in 2018, my country The output of cathode materials for lithium-ion batteries was 226,300 tons, an increase of 13% year-on-year; my country’s output of cathode materials for lithium-ion batteries in 2019 will exceed 500,000 tons, reaching 537,000 tons. The compound growth rate in the next few years is about 17.02%, and it is predicted In 2023, my country's lithium battery cathode material output will also exceed one million tons, reaching 1.007 million tons. In the foreign cathode material market, major foreign cathode material companies mainly produce ternary materials. In the past few years, the total output of ternary materials such as nickel cobalt manganese lithium and nickel cobalt lithium aluminate was 58,300 tons, accounting for 49.87%. Lithium cobalt oxide has an output of 30,500 tons, accounting for 26.09%. Although the output of lithium iron phosphate has increased rapidly among all cathode materials, an increase of 86.14% year-on-year, it still accounts for a small proportion of 11.72%. As foreign cathode material companies continue to transfer their output to my country, Chinese companies will face greater competitive pressure. At present, many large international companies have regarded my country as an important cathode material production base in the future, and have established or are building factories. Under the influence of market competition pressure and the power of clusters, other international companies have to maintain their advantages and better in the competition. Service customers will definitely choose to enter my country to set up a cathode material production base. 2. The cathode material industry for lithium-ion batteries has differentiated. At present, the domestic lithium-ion battery separator market mainly presents a market competition pattern in which foreign and domestic manufacturers coexist and are polarized: low-end market concentration is low, disorderly competition is obvious, and domestic Manufacturers occupy; the high-end market with high technical barriers and high product quality requirements is occupied by Japanese and Korean manufacturers and a few domestic leading companies. According to the growth rate of production and sales of new energy vehicles, the output of domestic high-end cathode materials is far from being satisfied. After that, the comparison of cathode material companies is not only the output, but also a contest of technological level and Ru0026D capabilities. The concentration of the cathode material industry will further increase in the future. In the future, only companies that truly master the four capabilities of technical capabilities, management capabilities, financial capabilities, and the ability to grasp upstream resources can win. Relevant personnel said: The entire lithium battery industry is currently under great pressure. On the one hand, the cost cannot be lowered. On the other hand, the current burden of battery recycling is all placed on the battery production company. Now the vehicle manufacturer has signed an extension of the production responsibility system with the battery manufacturer. At the end of battery life, the production company is responsible for recycling. my country’s cathode material industry has attracted much attention in the development of global power lithium batteries. On the one hand, some Chinese lithium battery cathode material manufacturers have continuously improved their technical level during the running-in process with international lithium battery manufacturers in the past few years, and they have gradually approached their international cathode material counterparts. The industrial development of power lithium batteries has been supported by domestically produced power lithium battery materials; on the other hand, my country’s new energy vehicles and power lithium battery development have achieved world-renowned achievements. Once the market demand increases, it will further promote my country’s lithium battery cathodes. The accelerated development of the material industry.