Why the demand for lithium battery anode materials for new energy vehicles has increased rapidly?

The cathode is one of the battery discharge flow electronic pole. Lithium battery mainly adopts graphite materials as the cathode. Graphite anode materials is divided into natural graphite, artificial graphite and one of them Power lithium battery Use artificial graphite anode materials. New energy automotive industry to drive the high power battery industry boom, pull the graphite anode materials demand rapid rise.

Lithium battery cathode material is mainly divided into carbon-based materials and carbon materials. Wide application of graphite materials in carbon materials, such as artificial graphite, natural graphite and mesophase carbon microspheres.

Soft carbon of carbon-based materials, such as petroleum coke and needle coke, directly used as anode materials is less, more is used as the raw materials of artificial graphite or modified graphite. The carbon-based materials, titanium base material and silicon material is common.

Artificial graphite, natural graphite, mesophase carbon microspheres and anode materials such as lithium titanate have mass production. Graphite anode materials such various aspects comprehensive performance is good, high cost performance. Lithium titanate material while low specific capacity, efficiency and cycle life is higher, but for the first time quick charge performance is good, more convenient in use.

Specific capacity of graphene is higher, but not on other performance technological break through. Silicon carbon composite material poor cycle life and safety, but the specific capacity is much higher than other materials, quick charge performance is good, is the focus of future research and development of anode materials.

high power lithium battery industry booming, anode materials demand is growing rapidly

Downstream of the main application field of lithium-ion batteries for consumer battery, power battery and energy storage battery. Consumption of battery is mainly used in mobile phones, laptops and cameras and other consumer electronics products; Power battery used mainly for electric bicycles and new energy vehicles; Energy storage battery is mainly used in electric tools (also can be divided into the consumer electronics market), mobile base station power supply, home energy storage and power grid energy storage, etc.

was moderate consumption growth lithium-ion batteries

The main consumer electronics product demand close to saturation.

Mobile phones, smart phones and laptops are the main products consumption lithium battery installed. According to true lithium research statistics, in 2016 the three categories of products of battery installed capacity accounted for 85% of consumer batteries. Consumer electronics product demand has experienced rapid increase stage, is now close to saturation.

In 2017, the domestic mobile phone and smart phone shipments for 4.91 million and 4.91 million, down about 12% compared with 2016;Notebook computers, in 2016 the domestic sales of laptop computers continue to fall, 1.65 million.

was moderate consumption growth in lithium-ion batteries

Benefit from the rapid growth of the consumer electronics market demand, consume 2014/2015 year lithium battery installed base year-on-year growth of 38% / 38%.Installed capacity growth fell back in 2016, 2017Consumer electronics lithium battery Installed base year-on-year growth has dropped to below 10%, to 8%.

Consumer electronics lithium battery installed capacity proportion in the total installed capacity also dropped year by year, from 56% in 2013 to 29% in 2017.We expect that 2018/2019 / consumer electronics batteries installed capacity will reach 2020 GW h 27.5/24.4/25.9.

Energy storage lithium battery On a smaller scale, pilot use of huge potential

Energy storage type of lithium battery on a smaller scale, growth is slowing.

Energy storage areas mainly include electric tools, mobile base station power supply, home energy storage and power grid energy storage, such as market segment.

Industrial energy storage lithium battery installed capacity of 13.11 2017 GW h, is substantially smaller than consumer electronics batteries and battery power.

Energy storage lithium battery installed capacity proportion in the total installed capacity lithium battery also decline year by year, down 10% from 2013 to 2017.

The year-on-year growth in industrial lithium battery energy storage field declined year by year, by 56% in 2014, fell to 7% in 2017.We expect that 2018/2019 / lithium storage battery installed capacity will reach 2020 GW h 15.2/13.8/14.5.

pilot using lithium-ion batteries has huge potential

Power grid upgrading ascending energy storage battery needs. Along with our country industrialization level, the power system, power capacity and power transmission and distribution capacity increasing, the peak valley load difference of modern power system.

At the same time, new energy sources such as wind power and solar energy grid, increased the complexity of power system. Promotion of power grid and new energy grid use, is driving energy storage battery needs improvement.

Battery energy storage technology of short construction period, low operating cost, no impact to the environment, has become the preferred scheme of energy storage grid applications. Now the mainstream energy storage battery types are: sodium sulfur batteries, vanadium batteries, lithium batteries, lead-acid batteries, etc.

Lithium battery energy storage batteries in the industry accounted for further improvement. Lithium battery than energy and high energy density, low self-discharge rate, no memory effect, and to the environment pollution-free, all aspects of performance is superior to the other type of energy storage battery. According to the statistics data show that the lithium TV university

In 2016,Lithium ion batteries Installed share 62% of the energy storage battery. Electro chemical energy storage capacity of body also is very small, but 2016/2017 total installed capacity for 0.1/0.12 GW h, GW h storage lithium battery installed capacity for 0.063/0.086.

Power battery arrangement in using the potential is enormous. When the new energy vehicle power battery remaining capacity decreased to 70% - 70% of initial capacity when it cannot meet the requirements of on-board applicable.

But retired power battery, by testing, screening and restructuring, still have the ability for standby power, electricity, energy storage, and other operating conditions are relatively good, the battery performance requirements of lower areas. Energy storage battery market is expected to take power battery arrangement in use of the opportunity to usher in rapid growth.

Since 2018, the first to enter the market of automobile power battery will usher in "scrap". According to the provided reports, power battery industry is expected to 2018 "scrap" quantity is 14.03 GW h, with lithium battery recovery value of 0.3 Yuan/WH calculation, power lithium battery recycling market size is close to 5 billion Yuan.

By 2020, the market scale will exceed 10 billion Yuan, scrap is about 20 times that of 2016.

power lithium battery demand rising, pull the anode materials industry growth

Power the main application of lithium-ion batteries

Lithium battery is higher than energy, no memory effect, and mature technology, and in energy conservation and emissions reduction under the combination of industrial policy and market factors, lithium batteries are widely used in power battery market.

At present, the power type lithium battery widely used in electric bicycles, electric cars; Useless power battery also can undertake dismantling, through pilot use project into the field of energy storage.

space of li-ion battery electric bicycle permeability is still upwards

Lithium battery electric bicycle production by 2011 in 1.17 million increased sharply to 2014 in 3.18 million, an average annual compound growth rate of about 40%, the permeability will be increased from 4% to 4%.But the demand of the electric bicycle has tends to saturation, production began to fall.

Due to the price reason, lead-acid battery is still market dominant, the permeability of lithium-ion batteries leveled off, keep at around 9%.According to incomplete statistics, China bicycle association in July 1, 2017, 21.63 million sets of national electric vehicle production, lithium battery electric bicycle permeability is about 8%.

As the future lithium battery costs further downside, li-ion battery electric bicycle market penetration will have a certain rise space.

due to good policy, new energy automotive industry boom will continue

The state council "energy saving and new energy vehicles industry development planning" requirements, in 2020 China's new energy automobile production capacity of 2 million vehicles, the cumulative volume has more than 5 million vehicles.

To develop the new energy automotive industry, our country all levels of government to a number of supporting policies, new energy vehicles, such as involving enterprise manufacturing operating subsidies subsidies, charging pile construction, etc., but also for consumers to purchase tax, toll fee, parking fee, licences and other preferential subsidies.

Production of new energy vehicles in China in 2017, 794000, 777000, more than 50% year-on-year growth.

In 2017 led by the outbreak of the downstream, power battery in China with a total installed capacity of 36.23 GW h, up 29.4% from a year earlier.

It is predicted that in 2018-2020 new energy automobile production compound growth rate will reach 38%, new energy automobile production in 2020 will reach 2.105 million units, 101.1 GW h demand corresponding power battery.

New energy automobile production climbed quickly led power lithium battery market continue rapid growth. Power battery installed capacity has more than 2015 began, the transportation market consumer electronics market, has become the largest lithium battery application field. Predicts 2020, demand for domestic power lithium battery will reach 109.2 GWH.

power battery anode materials demand rapid growth

According to our forecast, future consumer demand growth will stabilize at a lower level, in the field of energy storage capacity increment is lesser, and power battery needs to push the lithium battery industry is high growth long main engine.

Predicts 2020, demand of power lithium batteries will reach 109.2 GW h, the total demand will reach 151.6 GW h of lithium-ion batteries, corresponding to the demand of the anode materials will reach ten thousand tons of 8.9/13.3.

According to the average price of 60000 Yuan per ton, estimates that in 2020 the domestic anode materials market space will be close to 8 billion Yuan. In terms of anode materials about 30% of the export proportion in our country, the market space will amount to 12 billion Yuan.

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