When the technology 811 production capacity 4000 tons layout battery resource recovery

In recent days, when receiving research from investment agencies, Sheng Technology stated that the company's new production capacity for future expansion will be mainly based on high-nickel multivariate materials, designed according to NCM811/NCA. At present, the annual production capacity of the company's NCM811 product is 4,000 tons, and the Jiangsu Phase III project plans to add 18,000 tons of production capacity. The new production line can produce NCM811/NCA, NCM622, NCM523 and other full-model power multivariate materials.

At the same time, the NCM811 produced by the company is a power type NCM811, which is applied to power batteries for new energy vehicles. The company does not produce small NCM811.

In addition, the research and development of lithium-rich manganese based positive electrode materials is still under way. When the technology said that this kind of material has the advantages of high specific capacity and low cost, but it also needs to seek technical breakthroughs in solving the attenuation of the cycle process capacity and voltage.

At present, the price fluctuation of raw materials is the bottleneck that restricts the development of the new energy automotive industry.

In this regard, when Sheng Technology stated that on the one hand, from the raw materials link, the company actively plans to layout upstream resources, including signing off-take and long orders with some cobalt resource companies, and further reducing the company's procurement costs while safeguarding the supply of resources; On the other hand, from the product link, the company's main measures are to introduce high-nickel positive electrode materials and develop lithium-rich manganese based materials. The amount of cobalt used for these materials will continue to decrease, and eventually achieve low cobalt or cobalt. In addition, the company is working with Beiqi, the core battery, etc. jointly developed and distributed battery resource recovery.

The following are the survey records:

1, what is the company's positive material production capacity structure?

A: The company currently has a total production capacity of 16,000 tons of positive materials, of which the capacity of lithium cobalt acid is about 3,000 tons. The rest is a multi-material production capacity, and production capacity is still relatively tight. The construction work for the phase III project in Jiangsu has been started. The company has recently signed the "Lithium Electric New Materials Industry Base Project Cooperation Agreement" with the Jiangsu Jintan Jincheng Science and Technology Industrial Park Management Committee, and plans to establish a Lithium Electric New Materials Industrial Base in Jintan to further expand the company's production capacity.

Is the precursor of the company produced by itself?

A: High quality materials require high quality precursors. Some precursors are produced by the company. At present, the company's precursor capacity is nearly 5,000 tons. Others need to be purchased.

3, the current company NCM811 how much capacity?

A: The current annual production capacity of NCM811 products is 4,000 tons, and the company plans to add 18,000 tons of production capacity to the Jiangsu Phase III project. The new production line can produce NCM811/NCA, NCM622, NCM523 and other full-model power multivariate materials.

4, the company's future new production lines are used to make high nickel materials?

A: The new production capacity of the company's future expansion will mainly be based on high-nickel multivariate materials. According to the NCM811/NCA design, NCM811/NCA, NCM622, NCM523 and other full-model dynamic multivariate materials can be produced.

Does the company currently use lithium raw materials extracted from Salt Lake brine?

A: At present, lithium salts can be divided into ore extraction lithium and Salt Lake brine extraction lithium. At present, the company has used lithium Salt Lake brine in its actual production, mainly from South America and Qinghai, China.

6, the company's NCM811 mainly used in power or small?

A: The NCM811 produced by the company is a power type NCM811. It is used in power cells for new energy vehicles. The company does not produce small NCM811.

7, how does the company deal with the current upstream and downstream enterprises have set foot in the positive material industry situation?

A: The new energy auto industry has a good future and competition is inevitable. In the future, only positive materials companies that truly master core technologies, have large international and domestic customer resources, and have modern high-end production capacity can become leaders in this industry.

Since its establishment, it has focused on lithium cathode materials. In the past, it was the first positive material company certified by Samsung SDI, Sanyo and other international lithium giants in China. It is also the first domestic export. Positive material company. Now in high nickel power materials and high-end energy storage materials are once again in the forefront of the industry, with outstanding technical advantages and excellent product consistency.

At the same time, the top ten lithium-ion battery companies in the world are mostly customers and customer resources are of high quality. The company has built the Jiangsu changsheng lithium-positive material production base, in the process technology level, automation degree and so on is in the domestic first-class level.

8, the company began to develop lithium-rich manganese base materials?

A: The company is currently carrying out the research and development of lithium-rich manganese base positive electrode materials, which have the advantages of high specific capacity and low cost, but it also needs to seek technical breakthroughs in solving the attenuation of circulating process capacity and voltage.

9, the company is still high cobalt prices, how to deal with?

A: The current volatility of raw material prices is indeed a bottleneck that restricts the development of the new energy automotive industry. On the one hand, from the raw materials link, we actively plan the layout of upstream resources, including the signing of off-take and long orders with some cobalt resources companies, while ensuring the supply of resources while further reducing the company's procurement costs; On the other hand, from the product side, our main measures are the introduction of high-nickel positive electrode materials and the development of lithium-rich manganese based materials. The amount of cobalt used in these materials will continue to decrease, and eventually achieve low cobalt or no cobalt. In addition, we are working with BAIC, card-core batteries, and other joint development and layout of battery resource recovery.

Will the positive electrode of solid lithium also change a lot Has the company conducted any research?

A: The biggest difference between solid lithium and current lithium batteries lies in solid electrolytes. After solid lithium is used as a solid electrolyte, on the one hand, it can increase the voltage platform of the battery and further increase the energy density of the battery. On the other hand, it reduces the gas emission and improves the safety performance of the battery. Solid lithium-ion batteries will not change much in the positive material system. At present, the company is already developing the technology of solid lithium-ion electric materials.

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