High nickel ternary market application speed impact

Driven by the two-wheel market policy, manufacturers of positive electrode materials are on the verge of capacity expansion of high-nickel ternary materials, and the upgrading and replacement of production lines will drive a new round of market dividend for equipment enterprises related to high-nickel ternary positive electrode materials.

The tracking information of lithium battery shows that domestic anode material enterprises are accelerating their pace in the field of high nickel ternary. At present, the enterprises that have made rapid progress include ningbo rongbai, tianjin bamo, shanshan co., LTD., xiamen tungsten industry, Linnaeus new energy and so on. The latest production capacity is as follows:

From the perspective of demand side, some domestic high nickel anode material enterprises have been gradually certified by commercial vehicle and passenger vehicle enterprises, and the market application has begun to accelerate. In the first half of this year, NCM811/NCA has been in short supply.

High nickel anode material demand surge, for equipment enterprises is undoubtedly a big positive. It is understood that the positive pole production line unit investment price is high, especially the high nickel positive pole production line. The investment scale of NCM523 production line project is about 24,000 yuan per ton, NCM622 is about 40,000 yuan to 60,000 yuan, and NCM811/NCA needs nearly 70,000 yuan.

With the arrival of the high nickel trend, the positive electrode material industry will usher in a new round of small peak of production expansion, and enterprises involved in the layout of high nickel automation equipment will also benefit fully.

It is worth noting that the core equipment of NCM811/NCA production line in China is mainly imported because the process of the core equipment of high nickel positive electrode material involves upgrading and adjustment, and the production process control is more strict than that of conventional positive electrode material.

In general, with the breakthrough of production technology, the focus of anode material manufacturers will inevitably start to expand production capacity, reduce costs and seize the market. Domestic equipment enterprises in the field of high nickel equipment research and development strength of continuous innovation and upgrading, high nickel equipment replacement rate is expected to rapidly increase.

High nickel ternary requires high equipment selection

Due to the unavailability of both high and low nickel anode production lines, the equipment needs to be replaced synchronously when material manufacturers switch to high nickel anode products.

It is known that the production process of high nickel anode material is as follows: feeding -- mixing/stirring -- grinding -- drying -- potting -- calcining -- grinding -- iron removal -- grading -- screening -- drying -- packaging. But because each material manufacturer technology technology is different, therefore the production technological process also can have the difference.

However, in general, the core equipment that high nickel anode material enterprises need to upgrade and replace mainly includes: kiln, drying equipment, crushing equipment, grinding machine, dehumidification equipment, etc.

For example, due to the high content of nickel in the ternary material with high nickel content and high corrosion, the oxidation resistance of the components inside the kiln equipment is required to be high. Sintering preparation technology is difficult, sintering temperature needs to be effectively controlled. At the same time, high-nickel ternary materials require pure oxygen atmosphere, which requires high sealing of production equipment. The kilns with conventional multi-material cannot meet the requirements completely, so a new design innovation is needed.

In terms of drying equipment, due to the high nickel ternary material is sensitive to humidity and easy to absorb moisture, leading to deterioration and even failure of material performance, the selection of drying equipment is also higher than that of conventional material drying equipment.

At the same time, high nickel ternary materials need to produce environmental humidity control at less than 10%, so the requirements for dehumidification equipment and environmental control requirements are higher.

It is worth mentioning that automation integration route is the development trend of positive electrode material production line, so some material enterprises still have the need for high nickel positive electrode automation complete line solution.

The high nickel ternary equipment will welcome the localization substitution

At present, the core equipment of material manufacturers with high nickel anode material mass production strength is still mainly imported, and a small part of them will adopt domestic equipment. However, with the domestic equipment enterprises in the core technology innovation, the late high nickel ternary material equipment replacement will be further accelerated.

Yu yingchao, CEO of zhejiang linnai new energy co., LTD., said the company's high-nickel sanyuan production line mainly consists of imported equipment and some domestic equipment. At present, the gap between domestic and foreign equipment is narrowing. Under the same parameters, the performance of domestic equipment is even higher than that of imported equipment, and domestic equipment has advantages in price and after-sales service.

"We predict that in the next two years, the mainstream material factories will choose domestic equipment. In fact, many domestic material factories are also actively cultivating domestic equipment factories. At the same time, the strength of domestic OEM is not bad, many foreign equipment factories also set up subsidiaries in China, the quality and performance is basically the same as the import equipment factory.

As a matter of fact, some excellent domestic equipment enterprises in the field of high nickel ternary materials have been developed and laid out in advance and are ready to be deployed before the market starts.

It is known that since 2015, time high-tech has been committed to the layout of a fully automatic vacuum drying system for high nickel positive powder. In 2017, time high-tech became the strategic partner of the world famous Japanese enterprise NORITAKE group, and took this opportunity to introduce the full-automatic vacuum drying system of high nickel positive powder into the supply system of panasonic of Japan.

Time high-tech chairman tian hanrong said, the company launched the high nickel ternary positive powder material drying line, truly realized automation, large-scale production, high vacuum, low dew point environment, rapid uniform heating, effectively eliminate the high nickel material internal water, gas, impurities. In addition to improving the high temperature and high frequency characteristics, the power density is improved and the internal resistance is reduced, which greatly reduces the moisture content of anode materials and improves the technical index of anode materials.

Cathode material production equipment complete solutions for business, also aim at time, roll out 811 high nickel ternary materials complete sets of automatic production line, through the study of the intelligent upgrade of production equipment, to create a closed operation, intelligent monitoring production environment, improving the quality of the finished product to assist the anode materials enterprises, and reduce the production cost.

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