Dansheng technology has developed dynamic NCA products that can produce NCA full model dynamic multimaterial

Recently, when rising technology to answer investor inquiries, said that the company has developed dynamic NCA products, technical indicators have reached the international level. The company put into production at the end of 2017 in jiangsu dengsheng phase ii and phase ii project, with an additional capacity of 4,000 tons/year of high-nickel multicomponent materials. The new production line can produce NCA, NCM811, NCM622, NCM523 and other full-size power multicomponent materials.

Specific inquiries are as follows:

1. Q: what is the product structure of the company now?

A: the company's main products include multi-materials and lithium cobalt oxide, mainly multi-materials, lithium cobalt oxide only accounted for a small part. The company's multi-material is mainly power multi-material, applied in the field of new energy vehicles. At the same time, the company is the only one in China to develop energy storage materials and achieve bulk sales of the company.

2. Q: what is the current capacity of the company's NCM811?

Answer: the current annual capacity of NCM811 products is 4,000 tons, and the company plans to add 1 ton to the third phase of jiangsu dangsheng project. With a capacity of 80,000 tons, the new production line can produce NCM811 / NCA, NCM622, NCM523 and other all-model power multicomponent materials.

3. Q: how much is the planned investment in jintan new material industry base?

A: the company recently signed the "project cooperation agreement on lithium battery new material industry base" with the management committee of jintan jincheng science and technology industrial park in changzhou city, jiangsu province. According to the agreement, the two sides plan to build a lithium battery new material industrial base in jintan jincheng science and technology industrial park, with an annual production capacity of 50,000 tons and an investment of 3 billion yuan in the first phase.

4. Q: why did the company choose jintan as the site for the new material industry base?

Answer: jintan district, changzhou, jiangsu province has a good geographical location advantage, superior investment environment and perfect supporting infrastructure, in line with the company's new capacity location and construction needs. At the same time, in recent years, jintan district has taken the new energy automobile industry as the key direction of attracting investment and provided policy support. At present, jintan and surrounding areas have introduced a large number of domestic leading enterprises of new energy automobile industry chain, including baic new energy, zotye automobile, CATL, avic lithium battery, penghui energy, etc., many of which are existing customers of the company. Company investment in jintan area construction of lithium electric new material industrial base, on the one hand is advantageous to the company make full use of local related support policy, speed up the construction of a productivity, reduce the investment cost, on the other hand help the company to further strengthen the business cooperation with clients and related to reduce operating costs, improve the market competitiveness of the company.

5. Q: does the company use salt lake lithium as raw material to produce anode materials?

A: at present, lithium salts can be divided into mineral lithium extraction and brine lithium extraction. At present, the company has been in the actual production of salt lake brine lithium, mainly from South America and China's qinghai province.

6. Q: the price of lithium cobalt oxide has risen a lot since this year. Is there any alternative for lithium cobalt oxide in the 3C field?

A: the downstream consumer sector has been substituting lithium cobalt oxide for several materials to reduce costs in the past few years, and the significant increase in the price of cobalt since the second half of last year has led to a significant increase in the price of lithium cobalt oxide, which will become more obvious. Several high-voltage and high-magnification polymaterials developed by us have been used to replace lithium cobalt oxide in downstream customers. However, in fields such as ultra-thin mobile phones and pads, lithium cobalt oxide cannot be completely replaced due to its advantages such as good volume, energy density and magnification performance.

7. Q: what is the capacity utilization rate of the company now?

A: the company's total production capacity is 1. 60,000 tons, the company is now full of orders, the factory production line close to full production.

8. Q: are the company's energy storage materials mainly sold domestically or exported?

A: the company's energy storage materials are mainly used in tesla Powerwall, AES and other foreign energy storage projects.

9. Q: how will the company guarantee the supply of lithium cobalt raw materials after the increase of production capacity in the future?

A: in terms of lithium raw materials, the company maintains cooperation with yabao of the United States and actively develops the brine lithium extracted from qinghai salt lake of China. With respect to cobalt raw materials, the company will actively seek suitable upstream resources with the platform and technical advantages of Beijing mining and metallurgical technology group, a major shareholder. In addition, it is expected that some raw materials for lithium battery materials will be recycled from waste batteries in the future, and the company has participated in the craft-design batteries and started to lay out the field.

Q: the price of nickel has increased recently. Does the company feel the shortage of nickel materials?

A: at present, the application of nickel in the battery is relatively small, including nickel hydrogen, nickel cadmium batteries, etc., the amount of about 4-5%, most of the application in stainless steel and other industries. At present the company nickel raw material supply is sufficient.

11. Q: many upstream and downstream enterprises in the lithium battery industry have also started to build anode material production lines. What do you think of this?

Answer: the new energy automobile industry prospect is good, the competition is inevitable. In the future, only those anode material enterprises that truly master core technologies, have international and domestic large customer resources and have modern high-end production capacity can become the leader of this industry. Dangsheng has been focusing on lithium anode materials since its establishment. In the past, it was the first domestic anode material enterprise certified by samsung SDI, sanyo and other international lithium battery giants, and also the first domestic anode material enterprise exported. Now in the high nickel power materials and high-end energy storage materials and once again in the forefront of the industry, outstanding technical advantages, excellent product consistency. At the same time, most of the top ten lithium battery enterprises in the world are customers of dangsheng, with high-quality customer resources. The company has built jiangsu dang sheng lithium anode material production base, in the process technology level, degree of automation and other aspects in the domestic first-class level.

12, q: jiangsu haimen phase iii project capacity for the production of what type of products?

Answer: the new production capacity of jiangsu dengsheng phase iii project will be mainly based on high-nickel multicomponent materials, designed according to NCM811 / NCA, which can produce NCM811 / NCA, NCM622, NCM523 and other full-model power multicomponent materials.

Q: can the NCM811 be used on soft-pack batteries now?

A: NCM811 is currently mainly used in cylindrical batteries, but some domestic and foreign battery companies with high technology level have started to try small batch application in square and soft pack batteries.

14. Q: how much precursors capacity does the company have now?

A: high-end anode materials have high requirements for the quality of the precursors. Some of the precursors of high-end dynamic anode materials are produced by the company itself. At present, the production capacity of the company's precursors is nearly 5000 tons, and other products need to be purchased.

15. Q: what are the plans for the subsidiary zhongding hi-tech this year?

A: in 2018, zhongding high-tech will make full use of its core technology, actively explore the international market, increase the promotion and application of products in medical treatment, RFID and other industries, strengthen the integration of automation technology and lithium battery industry market and technology, enter the new field of lithium battery die cutting, and steadily promote "new products, new markets"; New business, new field; Implementation of the "three-step" strategy of "automation and intelligence".

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