Looking at the future trend from the negative electrode layout of lithium battery companies in the first half of 2018

The rapid development of new energy vehicles has brought about an opportunity for the development of the lithium battery industry. The broad prospects of new energy vehicles downstream of lithium batteries have brought huge demands and structural changes to the entire upstream materials.

This year, the policy has declined, and the lithium battery industry has shown a cautious trend, but the silicon carbon anode and high nickel cathode materials bring more uncertainty to the lithium battery industry. The challenges of industrial structure, changes in material structure, mergers and acquisitions, and project advancement have made the 300 wh/kg high-energy density battery no longer far away, but it is obviously not wise to swarm.

To this end, the reporter made a relevant inventory of incomplete statistics on the negative electrode layout of lithium battery companies in the first half of 2018:

Medium carbon

On June 9th, it was reported that the negative carbon material of China Carbon was only shipped more than 200 tons last year. It is estimated that the monthly shipment will be 100-200 tons from May this year. It is initially contracted by the mainland graphite processing plant and is waiting for Pingnan graphite. After the new plant is put into production, the proportion of carbon materials revenue is expected to increase from 7% to 10%. Investment law analysis, the anode material has been optimistic because the gross profit margin is at least 50%, which has become an important role in driving the carbon margin.

In addition, China Carbon's revenue in the first five months has reached 3.366 billion. It is estimated that the revenue in the first half of this year will be far more than 4 billion yuan. Huang Shucheng, deputy general manager of China Carbon, pointed out that revenue and profit in the first half of the year were better than last year, mainly oil prices. Rising, Vietnam Hejing No. 2 blast furnace ignition and anode material (cooked ball) sales increased.

On May 15, Yu Tailai announced that the company plans to set up a wholly-owned subsidiary, Inner Mongolia Ziwei Technology Co., Ltd., in Zhuozi County, Inner Mongolia, with a registered capital of RMB 200 million. The business scope is lithium ion battery anode materials and new graphite (carbon), technical development, production and sales of composite anode materials, silicon anodes, and silica-carbon graphite composites.

The company said that this time, it established a subsidiary of anode materials in Inner Mongolia, and cooperated with Inner Mongolia Xingfeng's graphitization processing capacity to improve the strategic layout of the company's production capacity and business.

Paisley

On May 11, Paisi shares disclosed a major asset restructuring plan, and planned to acquire 950 million yuan of 100% equity of Zhengtuo Energy, and raised a total of supporting funds of not more than 569 million yuan. After the completion of this transaction, Zhengtuo Energy will become a wholly-owned subsidiary of the listed company. The main business of the listed company will add lithium battery anode material business based on the natural gas industry chain, and broaden the business layout of listed companies in the new energy field.

Zhongke Electric

On April 23, Zhongke Electric released a quarterly report, showing that Q1 revenue in 2018 was 106 million yuan, an increase of 87.68%. At the same time, it indicated that it intends to increase the investment of Guizhou Geruite New Materials Co., Ltd. (hereinafter referred to as: GREAT), a wholly-owned subsidiary of the company, with an amount of not more than 200 million yuan, for its annual output of 10,000 tons of lithium ion battery graphite anode construction of materials projects.

On the afternoon of May 4, Dong Xiong Huang Xiongjun said at the 2017 annual performance online briefing that in the past two or three years, the company plans to add 10,000 tons of lithium ion battery anode material capacity in the field of anode materials, and at the same time, graphitize 10,000 tons. Production capacity is up.

Yingxiang Carbon

On the morning of April 18, Inner Mongolia Yingxiang Carbon Co., Ltd. officially started construction of an annual production capacity of 20,000 tons of ultra-high power graphite electrodes and 10,000 tons of anode material production line, the project is planned to cover an area of 150 mu with a total investment of 300 million yuan, including fixed assets investment of 250 million yuan, mainly for the construction of a set of ultra-high power electrode production line and 10,000 tons of negative electrode material processing line. The construction period of the project is from April 2018 to April 2020. After the completion of the project, the annual sales will be 860 million yuan, and 300 people will be employed.

Keda Jie Neng

On April 12th, about the production project of 4,000 tons of graphene/nano-silicon-carbon composite battery anode material for Zhangzhou Juming Graphite Material Co., Ltd. (hereinafter referred to as: Zhangzhou Juming), the company's products have been supplied to the rumors of the Ningde era, Kodak Based on the interactive platform, Jieneng said that the company's nano-silicon carbon project is undergoing pilot test; the subsidiary company Zhangzhou Juming's graphitization and processing products have entered the Ningde era supply chain system, and other products are currently entering the system.

Shanshan Technology

On April 10, Shanshan Technology's 100,000-ton lithium battery anode material project started in Baotou with a total investment of 3.8 billion yuan and covers an area of ??about 980 acres. The project is divided into two phases and is expected to be completed and put into operation by the end of 2019. The project, from raw material processing, raw material processing, graphitization, carbonization to finished product processing, integrates five major processes into one negative electrode material production line, which can provide employment for 2,000 jobs, and the project's economic and social benefits are obvious. Recently, Shanshan shares said on the interactive platform that its silicon-carbon anode material has begun to be supplied in small quantities, mainly for CATL.

Betray

On March 22, China Baoan related to the 30,000 artificial graphite anode materials project in Shanxi. On the interactive platform, Shanxi Beitui has started the construction of 10,000 tons of graphitization and supporting projects. The follow-up project construction depends on the market conditions set. At the same time, the graphite anode of the fast-loading lithium iron phosphate battery and the graphite anode of the fast-charged ternary lithium battery released by the Ningde era need to be modified by a special process (the surface of the negative graphite, using the "fast ion ring" technology) and Betray's Relationship, China Baoan denied.

Dongxu Photoelectric

Previously, Dongxu Optoelectronics invested 3.5 billion yuan in the world's first single-layer graphene industrial base Taizhou project total investment of 1.65 billion yuan, two phases of construction, the project is progressing smoothly. The first phase will build a graphene-based lithium-ion battery core and pack production line with an annual output of 0.2GWH; the second phase will build a graphene-based lithium-ion battery core and a pack production line with an annual output of 0.8GWH.

In March of this year, Dongxu Optoelectronics and the New Energy Industrial Park jointly established a 100 million yuan graphene industry development guidance fund, based on the integration of Dongxu Optoelectronics' existing industrial resources and technical strength, and opened up the new energy automobile industry chain layout.

Jinmei carbon material

In February of this year, the company announced that it will invest in the construction of new energy materials projects in the Xuancheng Development Zone in Anhui Province, with an investment scale of RMB 1.5 billion. The project is divided into three phases and is scheduled to start in July this year. Jinmei Carbon Materials' capacity of anode materials last year was 4,720 tons. This year, 30,000 tons of lithium-ion battery anode materials, fuel cell materials, 5G mobile glass shell hot bending molds and electric locomotive pantograph systems were completed. After the investment projects were completed, The total output value is expected to reach RMB 3 billion to RMB 4 billion.

Yingtang Zhizhi

On January 12th, Yingtang Zhikong disclosed the “Announcement on the Cooperation Agreement on the Construction of the Project of Annual Production of 4,000 Tons of New energy battery Positive and Negative Materials in the Tengchong Border Economic Cooperation Zone of Baoshan City”. At the same time, Yingtang Zhikong said on the interactive platform that it will continue to actively explore the market in new energy vehicles and charging piles.

Right rear flag

Inner Mongolia Mengji New Carbon Material Co., Ltd. is the start project of Chayouhouqi in autumn of 2017, with a total investment of 280 million yuan. The construction content is to expand three production lines of 15,000 tons of lithium battery anode materials. It is expected to be completed and put into operation at the end of December 2018. The newly added output value was 144 million yuan. At present, the electrification trial production of 10 graphitization furnaces in workshop workshop and workshop has been completed; the construction of workshop No. 4 has been completed, and the installation of graphitization furnace and transformer is currently underway.

To sum up:

In 2017, there were a lot of negative-related mergers and acquisitions throughout the year, and this year basically continued the relevant projects last year, and the project was promoted; there were fewer new projects in the first half of this year, and there were not many projects related to silicon-carbon anodes; the industry shuffled, silicon The carbon negative electrode is pushed onto the wind-tip wave together with the high-nickel positive electrode, but the actual research and development is more and less applied; the silicon-carbon negative electrode is conceptual or future, and remains to be seen.

The page contains the contents of the machine translation.