1, the cathode material of cathode material is to determine the key factors in the performance of electric vehicles. Requirements of electric vehicle batteries with high energy, power, self-discharge, low price, long life and good safety features, the corresponding cathode material must meet the same requirements. Cathode materials industry in the past 10 years the average annual growth rate of about 15%, are high-growth industry. 2009 global sales of lithium battery material market value increased by 16.2%, up to $ 3,390,000,000, of which cathode material sales value of approximately $ 1,810,000,000.Dell Inspiron 1720 battery dell Latitude C640 battery
Technology is the most mature and most widely used, the most successful commercialization of lithium ion battery cathode material is lithium cobalt oxide, Apple Laptop Battery but its high cost and safety of existing low shortcomings. From the development trend in the field of power battery, lithium manganese oxide and lithium iron phosphate is the most promising cathode material, lithium cobalt oxide, both the relative price advantage with the stronger, and better thermal stability, security. In individual stocks, the proposed focus on cathode materials currently occupy the largest market share of technology when l [61.00 1.46%], the domestic production of the highest lithium manganese oxide CITIC Guoan [12.97 2.13%], and battery products, battery Desai, the most abundant [30.35 6.30%].
Membrane technology is the lithium content of the material and the highest margin products, the safety of the battery has a great influence. Companies will divide our country there is no manufacturing in industrial production, mainly by foreign monopolies. Fosugufen built with BYD Li-ion battery joint venture enterprise specialized in producing diaphragm - Foshan Jin Hui Hi, has become the industry leader in the diaphragm. Jin Hui Hi-Tech is actively developing power battery separator, is expected to lead a breakthrough in this area.Dell XPS M140 battery Dell Inspiron E1405 battery
Unique scenery upstream resources
In the new energy automotive industry chain, battery, motor industry also indirectly stimulate upstream. CITIC Securities that the battery industry is the main upstream resources of lithium, while the motor industry is the main upstream resources of rare earth, so lithium and rare earth in the new energy automotive industry occupies an important position in the chain.
Lithium the most potential materials
Battery is the key technology of new energy vehicles link panasonic VW-VBD210 battery correspondents in an interview that when industry researchers, car battery consists of two nickel-hydrogen batteries and lithium batteries. Ni-MH battery because of technical maturity and cost advantages in the short term is still the first choice for hybrid vehicles. However, due to its low energy than lithium batteries have memory effect and the disadvantages of cost to be resolved, lithium batteries will be the plug-in hybrid vehicles and pure electric vehicles, the main driving force. In China, although the industrialization of lithium batteries will have some time, but the rapid development of lithium core components, the preferential policy of greater benefit.
Li-ion battery consists mainly of four parts: cathode material, anode material, electrolyte and membrane. Among them, the cathode material, electrolyte and membrane is the core of the three kinds of materials, accounting for 70% of the cost of lithium batteries. According to the different cathode materials, lithium batteries can be divided into lithium cobalt oxide, lithium manganese oxide, ternary materials, lithium iron phosphate of four. Of these, lithium cobalt oxide is mainly used in mobile phones, PC, is not dell 700m battery dell C1295 batterysuitable for new energy vehicles battery. Japanese and Korean firms tend to use lithium manganese oxide, or ternary materials, lithium batteries, while the U.S. and Chinese enterprises tend to use lithium iron phosphate batteries.
Securities analysts believe the East China Sea cow Ji Gang, "the two technologies might coexist for a long path, but because of lithium iron phosphate has a longer life, better security and other outstanding advantages, no doubt the most promising power lithium species" . Internal lithium battery cathode material related to listed companies mainly Shanshangufen, when l technology, CITIC China Baoan, etc. Ann. Among them, Shanshangufen have built from the anode material to cathode material, to the electrolyte of a complete system. Has become the largest in the world's third-largest supplier of cathode material has now mastered the Preparation of lithium iron phosphate; China Baoan is the cathode material lithium iron phosphate, setting the standard, holding 55% of the Bei Terui lithium iron phosphate capacity cathode material has reached 1,500 tons / year, holding 75% of the ternary Tianjiao company's main cathode material in 2008 the first domestic home sales and market share as high as 30% to 40%. However, panasonic PV-BP17 battery Ji Gang Niu said, "This industry has implied a certain risk of overcapacity, fierce competition will be only technical Latitude x300 battery Dell latitude cpi battery advantages outstanding performance can be good and stable business in the fierce competition. But for now , because not a lot of industry demand the release of, each of the gap is still real good judge. "
2 lithium battery anode materials currently commercially available material of the basic carbon anode, carbon materials including graphite, amorphous carbon materials, nitride, silicon-based materials, tin-based materials and new alloys. Anode materials technology is mature, the domestic industry has been achieved, basically to meet the needs of the domestic market, the industry's top three domestic Shenzhen Bei Terui, Shanghai Shanshan, long sand sea capacity. China Baoan Shenzhen Bei Terui [10.82 1.22%] 55% subsidiary of Group Holdings, is the standard battery carbon cathode materials makers, as of July 2010, the carbon negative annual capacity of over 7,000 tons of global market share of 12 %, ranking fourth in the world. Therefore, the proposed focus of China Baoan stocks.
3, electrolyte electrolyte including the solvent and electrolyte, is to achieve positive and negative electrodes of lithium ion migration in the media, on the lithium capacity, operating temperature, cycle efficiency and safety have a significant impact. More definite in the main solvent conditions,Dell 1x793 battery dell Inspiron 1501 battery Dell 75UYF Battery, the electrolyte additives has become a hot spot. Additives increased in recent years, become increasingly prominent role in the electrolyte, the electrolyte species to promote the growth and performance improvement areas in the future power lithium additives will play a greater role.
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