The important technical level of lithium-ion battery electrolyte is improved
Benefiting from the strong demand for consumer electronic products represented by mobile phones, electric cars, notebook computers, and digital products, the global lithium-ion battery industry has maintained a rapid growth trend in recent years.
Lithium-ion batteries are mainly composed of four parts: positive electrode material, negative electrode material, electrolyte, and separator. Electrolyte is one of the key raw materials of lithium-ion batteries, and it is the blood of lithium-ion batteries. Lithium hexafluorophosphate (LIPF6) is the core material of lithium-ion battery electrolyte, commonly known as lithium salt, which is the electrolyte with the best performance and the most usage.
The ratio of lithium hexafluorophosphate to organic solvent (including additives) is about 1:7, and its cost accounts for about 50%-70% of the entire electrolyte production cost. The current price of lithium hexafluorophosphate At 25-30 million yuan/ton, the gross profit margin is about 60%, which is one of the highest value-added parts of lithium-ion battery materials. The technological research and development level, production supply capacity, and price level of lithium hexafluorophosphate have a large impact on the development scale and profit level of the lithium-ion battery industry.
Domestic lithium-ion electrolyte manufacturers basically purchase lithium hexafluorophosphate from Japanese companies to produce lithium-ion battery electrolyte products. Before the company successfully achieves large-scale production, the production technology of this product is basically based on Kanto Denka, SUTERAKEMIFA, and Morita Chemical are monopolized by three Japanese companies.
Tianci successfully broke through the technical barriers and realized the large-scale production of lithium hexafluorophosphate. The company has a production capacity of 300 tons of lithium hexafluorophosphate in 2011. The company's lithium hexafluorophosphate products are mainly used for personal use and are equipped with lithium-ion battery electrolyte products for external sales. In 2011, lithium-ion battery electrolyte had a production capacity of 2,540 tons.
The rapid development trend of new energy vehicles will bring explosive growth to the lithium-ion battery industry. It is understood that the lithium-ion battery capacity of an electric car is 10,000 times the capacity of a mobile phone battery. According to the forecast of the Japan Institute of Information Technology (IIT), the global production of new energy vehicles will reach 6.89 million. Based on the average consumption of 40 kilograms of lithium-ion battery electrolyte for a new energy vehicle, the global new energy vehicle needs by 2019 Li-ion battery electrolyte is about 275,800 tons, with a compound growth rate of 86%.
Industry analysts predict that the market capacity of lithium hexafluorophosphate will show rapid growth in the future. Once new energy A breakthrough in the automotive market will bring geometric growth to the upstream lithium-ion battery electrolyte and lithium hexafluorophosphate.
