Lithium probably the most potential materials
Battery is the key technology of recent energy motor vehicles link the particular interview correspondents business researcher was informed that the car battery includes two nickel-hydrogen batteries and lithium batteries. Ni-MH battery as a result of technical maturity and cost advantages for a while remains the first choice regarding hybrid cars. However, because low vitality than lithium batteries have memory effect and the disadvantages regarding cost to be resolved, lithium batteries could be the plug-in mixture vehicles and pure electric vehicles, the key driving push. In China, even though industrialization of lithium batteries will have some time, but the rapid development of lithium central components, the actual preferential plan of higher benefit.
Li-ion battery consists mainly of several parts: cathode substance, anode material, electrolyte and membrane. Among them, the particular cathode materials, electrolyte and membrane is the core of the three forms of materials, sales for 70% of the price of lithium battery packs. In line with the different cathode components, lithium batteries could be divided into lithium cobalt oxide, lithium manganese oxide, ternary materials, lithium flat iron phosphate associated with four. Of the, lithium cobalt oxide is especially utilized in cell phones, COMPUTER, is not suited to new energy vehicles battery power. Japanese and Korean firms have a tendency to use lithium manganese oxide, or perhaps ternary materials, IBM THINKPAD T60 Battery power, as the U. S. and Chinese enterprises tend to use lithium flat iron phosphate battery packs.
Securities experts believe the East China Sea cow Ji Gang, both technologies might coexist for a long journey, but a longer iron phosphate lithium electric battery has long life, spectacular advantages such as greater safety, is without question probably the most promising power lithium kinds. Internal lithium electric battery cathode material related to listed companies mainly Shanshangufen (19. 78, -0. 41, -2. 03%), whenever l technological innovation (64. 990, 0. 93, a single. 45%), CITIC Guoan (13. 86, -0. 21, -1. 46%) and China Baoan (twelve. 08, -0. 08, -0. 79%), etc.. One of them, Shanshangufen have built from the anode material to cathode substance, to the electrolyte of a complete system. Is among the most largest in the world’s third-largest provider of cathode material has mastered the actual Preparation involving lithium flat iron phosphate; Tiongkok Baoan could be the cathode materials lithium flat iron phosphate, setting the standard, having 55% of the Bei Terui lithium straightener phosphate potential cathode material has reached 1, 500 tons / season, holding 75% of the ternary Tianjiao industrys main cathode substance in 2008 the very first domestic home sales and market share of up to 30% to 40%. Nevertheless, Ji Team Niu said, This industry has implied a specific risk of overcapacity, competitive competition will be only technological advantages excellent performance could be good and stable business in the fierce competition. But also for now, because very little demand for the release of the industry, all the gap is still real very good judge.
Lithium electric battery electrolyte overall performance is another important influence material, relatively high technical limit. The size of domestic production capacity of the electrolyte together with main suppliers in Jiangsu Guotai (27. 81, -0. 54, -1. 90%) possessed Huarong Chemical, a subsidiary of Dongguan Shanshangufen Zhou Shanshan and the new express (47. 580, just one. 07, some. 30%). Huarong Chemical is the largest and highest grade of services and products electrolyte lithium battery pack manufacturer, currently is constructing 300 a great deal of lithium hexafluorophosphate Task Huafang Sheet (17. twenty-seven, -0. 07, -0. 40%) subsidiary of the Chinese company is also planning the afternoon {5}, 000 plenty capacity, it is still inside trial generation stage. It is worth mentioning that the high end of its garbage and electrolyte associated with lithium hexafluorophosphate high purity demands, our business has not fully mastered the creation technology, the mandatory lithium hexafluorophosphate heavily dependent on imports. Jiangsu Guotai already targeting the particular technology high ground, if the trial successfully, the field in the electrolyte is expected to achieve significant technical and cost benefits.
Membrane technology is the lithium content of the material and the highest margin services and products, the safety of the battery has a great effect. Companies will divide our country there is no manufacturing in industrial generation, mainly by foreign monopolies. Fosugufen (13. 25, -0. thirty two, -2. 36%), a jv established along with BYD Li-ion electric battery membrane are usually professional maker – Foshan Jin Hui Hi, is just about the industry leader in the diaphragm. Jin Hui Economical is actively developing energy Dell INSPIRON 6400 Battery power separator, is expected to lead any breakthrough in this area.
Special scenery upstream sources
In the new power automotive sector chain, battery power, motor sector also not directly stimulate upstream. CITIC Investments (thirty. 29, -0. thirty five, -1. 70%) think that the battery pack industry may be the main upstream resources of lithium, as the motor industry could be the main upstream sources of rare world, so lithium and rare earth in the new energy automotive industry occupies an essential position in the chain.
Palm lithium exploration resources are generally mainly within Tibet (35. 92, -0. 74, -2. 34%) and CITIC Guoan. Exploration in Tibet have a national reserve First, the world’s 3 rd largest exploration rights for two decades Zabuye Salt Lake, lithium carbonate (the key raw materials cathode substance) is abundant, offers proven reserves in excess of 2 million a great deal of lithium carbonate. Once the sun lithium, filter technology exposure, it is most likely to offer low-cost battery-grade lithium carbonate producers. Companies in the May 7 notice to organize non-public providing fund-raising 1. {5} billion, all for the lithium vitamin resource improvement. Qinghai CITIC Guoan countrywide security of the company’s generation of lithium carbonate can also be just a few thousand loads, nevertheless the company’s style capacity of 25, 000 tons / yr, possibility of future development. However the industry has additionally emphasized that at present there’s a certain gap involving the under counter carbon water filters, up to now from the actual capacity planning potential.
The other major recycleables of unusual earth in hybrid vehicles and pure electric powered automobile industry chain mainly used in NdFeB long term magnets. From the current situation, NdFeB long lasting magnet synchronous motor for the most suitable magnetic materials, which is also the biggest consumer of rare earth new components.