LG Chemical and Huayou Cobalt Industry 4 billion China set up positive material plant! The ternary battery will be unified with lithium battery?

Mok, chief analyst of True Lithium Research, expects that lithium iron phosphate battery will completely withdraw from the pure electric passenger vehicle market in 2019, and the proportion of pure electric passenger cars will also decline year by year, and its focus shifts to the low-speed electric vehicle market, but the market also will face strong competition from ternary batteries.

[Editor's note] Positive material weekly report, China Battery Network (micro-number: mybattery) and domestic well-known enterprises - Rongbai Holdings (micro-number: rongbaitouzi) under the jurisdiction of the company - Rongbai lithium battery jointly launched the positive material information weekly report (per Launched on Monday, it belongs to the “Battery Think Tank” column, which aims to bring more objective understanding and analysis to the industry through more valuable data, reports or information, and to create different perspectives and thinking for the industry, and we will Readers, industry, and company needs to launch in-depth research and project docking, and introduce foreign advanced technology and appropriate capital to promote the commercial application process of China's cathode materials industry. In addition, exploring the joint venture with the company or organization also meets the needs of the company, the market, and users to a greater extent. We look forward to your attention, participation and support!

China Battery Network Editor-in-Chief Rongyin Holdings Rongba Lithium Battery

April 16, 2018

LG Chemical "Bound" Huayou Cobalt Industry 4 billion China set up a positive material "feast" to attract giants into the game

[Company] LG Chemical "Bound" Huayou Cobalt Industry 4 billion China set up a positive material "feast" to attract giants into the game

On the evening of April 10, Huayou Cobalt (603799) announced that the company intends to pass the subsidiary Zhejiang Huayou New Energy Technology Co., Ltd. (hereinafter referred to as "Huayou New Energy") and Korea Co., Ltd. LG Chem (hereinafter referred to as " LG Chem") joint venture to establish Huajin New Energy Materials (Zhangzhou) Co., Ltd. (referred to as "Huajin Company") and Leyou New Energy Materials (Wuxi) Co., Ltd. (referred to as "Leyou Company"), investing in new energy sources for lithium batteries Material business.

According to the announcement, Huajin Company mainly deals with the production, sales and related supporting services of precursors. The total investment is US$159,000,000 (equivalent to RMB1000, 523, 400) and the registered capital is US$159,000,000 (1,000,523,400 yuan). Huayou New Energy, a wholly-owned subsidiary of Huayou Cobalt, invested US$81,090,000, accounting for 51% of the registered capital, and LG Chemical invested 77,910,000. The US dollar accounts for 49% of the registered capital. Leyou Company is mainly engaged in the production, sales and related supporting services of cathode materials. The total investment is US$475,600,000 (2,992,760,560 yuan) and the registered capital is US$285,360,000 (1,795,656,336 yuan), of which Huayou New Energy invested US$139,826,400, accounting for 49% of the registered capital, and LG Chemical invested US$145,533,600, accounting for 51% of the registered capital.

According to the agreement, the first phase of Huajin's production scale is 40,000 tons/year. Afterwards, both parties can expand the production scale of the joint venture company to 100,000 tons of precursors according to customer needs and market conditions. The first phase of production of Leyou Company is 40,000 tons/year of cathode material. Afterwards, both parties can expand the production scale of the joint venture company to 100,000 tons of cathode materials according to customer needs and market conditions. (Source: China Battery Magazine - China Battery Network)

Structural Characterization and Electrochemical Properties of Li2Mn1/2Ti1/2O2F

Structural Characterization and Electrochemical Properties of Li2Mn1/2Ti1/2O2F

[Observation] Reversible Mn2+/Mn4+ redox reduction in lithium cathode materials

The development of low-cost, resource-friendly, high-energy-density cathode materials is becoming more and more urgent to meet the rapidly growing demand for electrical energy storage. In the current lithium-ion batteries, due to the low cost and high reserves of metals, manganese-based high-capacity cathode materials will have special development potential, and can replace nickel and cobalt with scarce resources and safety issues, while Mn4+ oxidation state. The stability of the sample is good, which has caused widespread concern among researchers. The development of high-capacity cathode materials based on other redox metals can achieve high capacity requirements by exchanging two electron transition metals, such as Ni2+/Ni4+ pairs in NMC cathodes. Low cost and low toxicity make Mn2+/Mn4+ coupling particularly desirable for high performance lithium ion batteries that are environmentally friendly.

Recently, the group of Jinhyuk Lee and GerbrandCeder (co-communication author) of the University of California at Berkeley published an article entitled "ReversibleMn2+/Mn4+doubleredoxinlithium-excesscathodematerials" on Nature. The team provided a strategy for combining high-valent cations and partial fluorine-substituted oxygen in a disorder-rock salt structure to couple reversible Mn2+/Mn4+ double redox couples into a lithium excess cathode material. The lithium-rich positive electrode produced has a high capacity (>300 mAhg-1) and a high energy density (about 1,000 Whkg-1). Due to the high capacity of manganese, only a small amount of redox is required to provide a total capacity of more than 300 mAhg-1, thereby alleviating redox-related problems, the use of Mn2+/Mn4+ redox reduces the redox activity of oxygen, thereby stabilizing the material state and opening up new opportunities for the design of high performance manganese-rich anodes for advanced lithium-ion batteries. (Source: Material Cattle)

The ternary battery will unify the lithium battery, and the lithium iron phosphate battery will gradually withdraw from next year.

[Focus] The ternary battery will be unified with lithium battery, lithium iron phosphate battery or gradually withdraw next year.

Mok, chief analyst of True Lithium Research, expects that lithium iron phosphate battery will completely withdraw from the pure electric passenger vehicle market in 2019, and the proportion of pure electric passenger cars will also decline year by year, and its focus shifts to the low-speed electric vehicle market, but the market also will face strong competition from ternary batteries.

Data show that in 2017, the domestic power battery installed capacity was about 36.39GWh, an increasing of more than 20%. The lithium battery technology route has undergone tremendous changes in the past year. The ternary power battery accounted for more than 44% of the market share, doubled compared with 2016.

Ningde era, BYD (002594.SZ), Guoxuan Hi-Tech (002074.SZ) and other lithium iron phosphate battery companies have begun to expand the capacity of ternary batteries. In August last year, Guoxuan Hi-Tech announced that its subsidiary will cooperate with China Metallurgical Industry Group Co., Ltd., BYD and Tangshan Caofeidian Development Investment Group Co., Ltd. to arrange ternary cathode materials. The newly established joint venture company registered amount of 937 million yuan. . In addition, BYD is expected to expand its 10 GWh ternary battery capacity in Qinghai this year.

Mokke believes that the lithium battery industry began to adjust in depth in 2017, and the installed center of gravity shifted to pure electric passenger vehicles. After the subsidies were linked to the battery energy density, the rapid growth of ternary lithium batteries exceeded the industry's expectations, and the ternary battery route will quickly occupy Dominance. (Source: Interface News)

[Analysis] Ningbo Rong Baizhen Shengxian: Analysis of the development of high-nickel ternary positive electrode

According to domestic data, there were only 770,000 new energy vehicles in 2015. It is estimated that by 2025, new energy vehicles will increase to 17 million, an increase of 22 times. The number of conventional energy vehicles in 2015 was 90 million, and it is expected to increase by 100 million by 2025, an increase of about 11%.

Yan Shengxian, general manager of R&D of Ningbo Rongbai New Energy Technology Co., Ltd. said that the rapid development of new energy vehicles in China is mainly due to several advantages of new energy vehicles: 1. No pollution, zero emissions; 2. Click-driven noise Low; 3, automatic driving zero accident; 4, mobile interconnection.

The main shortcomings of new energy vehicles are: 1. Short cruising range, high price 3, safety to be tested continuously, and problems such as complicated maintenance, difficult charging, appearance, brand, interior and so on.

From the statistics, it is estimated that by 2025, NCM811 will have a substantial growth compared with 2017, and the future will be the protagonist of the industry. It is expected that by 2025, high-nickel ternary cathode materials will dominate the market, and low-nickel materials and medium-nickel materials will only account for one-third of the market. (Source: Shanghai Nonferrous Network)

Taifeng first baggage beam: how to break lithium iron phosphate under the limitation of high energy density subsidy

[Viewpoint] Taifeng first baggage beam: how to break lithium iron phosphate under the limitation of high energy density subsidy

In 2017, China produced about 811,000 new energy vehicles and sold 777,000 vehicles. The total installed capacity of the power battery is about 36.24GWh, a year-on-year increase of 29%. Li Liang, sales director of Qinghai Taifeng Pioneer Lithium Energy Technology Co., Ltd., said that the rapid development of the new energy auto industry will bring huge development opportunities for all related materials including lithium iron phosphate. China Power Vehicle will pull the cathode material. Demand is growing rapidly.

With the rapid reduction of the overall cost of lithium-ion batteries, and because of the advantages of recycling and cost in lithium iron phosphate materials, it is most likely to be the first to replace lead-acid batteries for lithium-ion batteries, which is widely used in energy storage. It is predicted that by 2024, the installed capacity of the global energy storage system will reach 45Gwh/81GWh. With lithium iron phosphate battery, the demand for new lithium iron phosphate will be 100,000-200,000 tons.

Li Liang said that under the guidance of China's new energy policy, it has had a negative impact on lithium iron phosphate materials in the short term, but as long as there are breakthroughs in the following aspects, it is firmly believed that the future of lithium iron phosphate materials will be better. 1. The advantages of safety and cost of lithium iron phosphate materials need to be fully exerted; 2. The disadvantages of lithium iron phosphate materials in terms of energy density and power need to actively seek breakthroughs; 3. Products adhere to high-end lead and eliminate low-end Repeat, resolutely eliminate backward processes and production capacity, resist homogenization competition, price wars; 4. Actively cultivate new application fields such as passenger cars and energy storage, expand the application scale of lithium iron phosphate materials, and further develop lithium iron phosphate, more application scenarios.

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