According to media reports, under the support of the national key R&D program, Professor Xia Dingguo of Peking University conducted a new high-energy manganese-based cathode material research. This positive electrode material has a specific discharge capacity of 400 mAh/g or more and a specific energy density of 1380 Wh/kg or more. It is possible to develop a new type of lithium ion battery with a specific energy of more than 500 Wh/kg, which is the highest ratio reported at home and abroad. Energy-density lithium-ion battery manganese-based lithium-rich cathode material.
Cathode material is one of the key materials to determine the performance of ternary lithium-ion battery. It accounts for more than 40% of the total cost of lithium battery. It is also the main source of lithium ion in commercial ternary lithium-ion battery. Its performance and price袼 has a greater impact on lithium-ion batteries. The positive electrode materials that have been successfully developed and applied are mainly lithium cobaltate, lithium iron phosphate, lithium manganate, ternary materials such as lithium nickel cobalt manganese oxide (NCM) and lithium nickel cobalt aluminate (NCA).
In terms of market demand, the lithium grid data shows that the output of new energy passenger vehicles in China is expected to reach 800,000, 1.24 million and 1.94 million vehicles respectively from 2018 to 2020, corresponding to the market size of ternary anodes for electric vehicles, respectively. Yuan, 16.3 billion yuan, 24.5 billion yuan, the total market size exceeds 50 billion yuan.
In addition, the strong demand for lithium manganese oxide lithium-ion batteries is well reflected in the company's financial report. Not long ago, when Sheng Technology announced the third quarterly report of 2018, the first three quarters of operating income of 2.478 billion yuan, an increase of 72.60%; attributable to listed company shareholders deducted non-net profit of 196 million yuan, an increase of 133. 45%. This was mainly due to the rapid growth in sales of Shengli Lithium Battery cathode materials and the significant increase in revenue from lithium cathode materials business.
The industry believes that the new cathode material has the advantages of low cost, high capacity, non-toxic safety, etc., and can meet the requirements of lithium batteries in the fields of small electronic products and electric vehicles. After solving the related technical problems, the new polar material positive electrode material has the absolute advantage of the discharge specific capacity, which will be beneficial to realize the large-scale promotion of electric vehicles, and the future space is broad.
Related companies, according to the selected treasure theme library (xuangubao.cn) lithium battery panel display,
Yulong shares: The company said on the interactive platform that the vision for the next few years will become the top three suppliers of lithium iron oxide lithium ion battery cathode materials. At present, the relevant industries of the company are planning and layout around the positive electrode materials of lithium batteries and their supporting industrial chains. In the future, they hope to build a closed-loop system of environmental protection for lithium battery materials industry.
Keheng: The company's current downstream mainframe factory ternary batteries are still mainly 523 and 622. At present, the main customers of the company's 622 power cathode materials are migratory. The company is currently in transition, and the research and development of the dynamic 811, 622 samples have been sampled in the first-line customers such as Ningde Times, BYD, Great Wall, and AVIC Lithium.