Battery Electrolyte
Domestic battery manufacturers supporting electrolyte has been basically achieved domestically. Main raw materials for the electrolyte lithium hexafluorophosphate, accounting for about 50% of the cost of the electrolyte, its production cost is 10 yuan / ton, priced at 40 yuan / ton, gross margin as high as 75%, but the market was largely Kanto Electric the chemical industry, SUTERAKEMIFA, Morita chemistry, several Japanese companies a monopoly. Therefore, the urgent need to solve the most critical Inspiron 2000 lithium battery electrolyte lithium hexafluorophosphate electrolyte composition (LiPF6) large-scale production problems. Only the key technology to achieve breakthroughs in China's auto power lithium battery industry chain can be close to perfect.
Now the world's lithium battery electrolyte balance between market supply and demand, lithium battery electrolyte requirements of the relatively high, but the volume are few. For example a mobile phone battery with only 3 grams, the proportion of small, 2,000 tons of electrolyte can be produced 600 million mobile phone batteries. Vehicle power battery is not the case, and a car is necessary to 40 kg. Once the rise of electric cars will bring the explosive growth in the electrolyte.
China engaged in the production of lithium battery electrolyte enterprise mainly Juhua, Shanshangufen, Huarong Chemical Co., Zhuhai race Wei electronics, Tianjin, Taurus, Shantou golden, Guangzhou and a heaven-sent and so on more than 10. Among them, Huarong Chemical Co., Zhuhai race weft electronic positioning high-end market, other companies can only do low-end market.
Juhua (600.16 thousand): At present, very few companies able to produce lithium hexafluorophosphate, and in this one Juhua walking in the forefront of domestic enterprises, already have well-fluorine chemical industrial chain, advanced technology and rich fluorine chemical fluoride raw material. Lithium hexafluorophosphate production of raw materials anhydrous hydrogen fluoride, W0465 will be leading the development is of Jiangsu Guotai, Shanshangufen electrolyte lithium battery manufacturers and other upstream industry, the prospects are rather broad, it is worth focusing on.
4. Diaphragm:
Li Sheng-mao believe that with the gradual promotion of new energy vehicles, the future demand for power lithium battery materials will be detonated. Divide the Department of Li-ion materials technology, the highest barriers to a high-value-added material, gross profit margin is usually 70% or more, accounting for 20-30% of the cost of lithium batteries. Accordance with the terms of a car can be used in 1000-2000 m2 membrane. Divide the market is currently a serious shortage of supply, most dependent on imports, the market dominated by Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard dominate. Membrane with a typical "high-tech, high-capital" characteristics, and the project cycle is very long, the investment risk greater enthusiasm for investing in domestic enterprises is not high. At present, the domestic companies able to produce membrane only star-source technology, Jinhui High-Tech two technologies are relatively mature.
Fosugufen (000,973): In 2006, BYD Fosugufen co-financing with the 2.81 million U.S. dollars, set up Foshan Jin Hui Hi-Tech Optoelectronic Material Co., Ltd., which Fosugufen accounted for 55% of the shares. It is this company, it would Fosugufen and BYD conceptual link up. At present, the domestic annual demand is about 130 million square meters, while Jinhui company to 1,200 million square meters. Nevertheless, Jinhui company's annual 12 million square meters of membrane, which is used in the car on the little battery power, most of the battery is still used in communications. BYD, including sales to the membrane, it is mainly used in mobile phone use Latitude X300 lithium batteries. Financial data show that the establishment only three years, Jinhui company profits showed strong growth trend in 2008 has brought Fosugufen million profit in 2000.
Zhongda shares (600,074): Fosugufen up shares of peers in the membrane is king. Largest shareholder in Shin-tat-tat of shares in the Technology Innovation Group, a breakthrough in the search for new, independent research and development of new materials, production of solar photovoltaic, battery separation film and a number of leading international standard projects. Up shares in China's new materials, polymer soft plastic faucet, producing BOPP film, BOPET film, CPP film three series of products, production scale of China's leading, but these are mostly low-profile products, packaging materials used for to do, while the polyolefin film If used in lithium-ion separation membrane, thin-film solar cells will be worth a hundred times, the shares reached a Fosugufen like potential.
Power lithium battery and broad development prospects
According to the Investment Advisor "issued by China's new energy vehicles 2008-2010 Industry Analysis and Investment Consulting BAT3151L8 report" shows that the situation with China's energy resources and the development trend of the international automotive technology is expected by 2012, annual production will reach a new energy vehicles 1 million, while projected that by 2025, China accounted for regular gasoline vehicle holdings of passenger cars will be only around 50%, and advanced diesel and gas vehicles, bio-fuel vehicles such as the rapid development of new energy vehicles will be.
The future of new energy vehicles instead of the traditional automotive trend will become a necessity, power lithium batteries as a new energy vehicles in the "heart" will be spawned huge industrial and economic effects on the battery raw material suppliers and manufacturers who are huge commercial cake.
Is expected that by 2012 the annual production of new 1G222 energy vehicles will reach 1 million, according to each new energy automotive batteries costs 7 million power lithium battery cathode material lithium iron phosphate 52 kg, 41 kg anode material, electrolyte 40 kg calculations. 1 million hybrid vehicles will drive the 52,000 tons cathode material, anode material for 41,000 tons, 40,000 tons electrolyte needs. For domestic battery manufacturers, this would be a gross output value of 70 billion yuan of the big cake. If calculated according to passenger cars, this value will increase three times - each hybrid passenger car battery demand is four times that.