What is the production capacity of the ternary lithium battery industry chain related companies?

Ternary lithium battery industry chain related companies

BYD: On August 30 this year, Guoxuan Hi-Tech announced that it plans to establish a new joint venture with China Metallurgical Industry Group Co., Ltd., BYD and Tangshan Caofeidian Development Investment Group Co., Ltd., mainly engaged in the precursor of ternary cathode material for lithium ion battery project. The ternary precursor is an important part of the ternary lithium battery, which means that BYD has begun to take action in the field of ternary lithium batteries in addition to lithium iron phosphate batteries. BYD's positive electrode uses high-nickel ternary materials. It is planned that the energy density of the ternary battery will reach 240Wh/kg in 2018 and 300Wh/kg in 2020.

Guoxuan Hi-Tech: The third-largest lithium-ion battery industry company, the company's ternary lithium battery is not too early to start, is also actively deploying ternary lithium batteries. At the beginning of 2017, Guoxuan Hi-Tech lithium iron phosphate battery capacity is 3.5Gwh, ternary battery capacity is 2Gwh. In the next two years, with the increase of investment, the ternary lithium battery will become the largest business segment of Guoxuan Hi-Tech.

Huayou Cobalt Industry: On the investor interaction platform, the company currently only has ternary precursor products, and it is difficult to judge at the technical stage which stage has higher technical content, but from ternary precursor to ternary positive electrode. The material, compared with cobalt trioxide to lithium cobalt oxide, the technical content and certification requirements of the ternary precursor are relatively much higher.

Dangsheng Technology: The annual production capacity of 4,000 tons of cathode materials has been completed. It is estimated that there will be 4,000 tons of capacity planned for production in the third quarter of this year.

Shanshan: The company has positive production capacity of 38,000 tons at the end of 2016. This year, Ningxia Base started the second phase of 7,000 tons of high-nickel ternary and precursor projects. Ningxiang Phase II expansion of 10,000 tons of positive poles was put into production. By the end of this year, the company a capacity of 50,000 tons of cathode material will be formed.

Xiamen Tungsten Industry: The capacity of cathode materials is 10,500 tons, including 5,000 tons of ternary materials.

GEM: There is 9000 tons of ternary NCM capacity and 25,000 tons of ternary NCA and NCM capacity are under construction.

Polyfluoride: ternary battery capacity of 1GWh, new capacity of 1.5GWh.

Yiwei Lithium Energy: the company currently has 0.7GWh capacity.

Aoyang Shunchang: Acquired ternary material power lithium battery assets (Jiangsu Tianpeng). Jiangsu Tianpeng focuses on the ternary power cylindrical core for ten years, and its technology and process accumulation is profound: in 2016, the production capacity reached 300,000/day, and in 2017, it added 1 million/day.

At last

NCA has the characteristics of high energy density, good rate characteristics and good low temperature performance. It is one of the most promising high energy density lithium battery cathode materials. Internationally, from the development of electric vehicles, batteries, NCA cathode materials, to precursors, the technology is more mature and advanced, and the upstream and downstream industries have formed a complementary industrial chain and a relatively stable and mature supply chain; it is still in the initial stage of development. Apart from the precursors, there is a certain gap in the whole industry chain technology, and the industrial chain has not yet been formed. It is foreseeable that domestic precursor companies and cathode material manufacturers will increase investment in research and development, speed up the technical level and production capacity of high-end lithium battery cathode materials, and quickly enter the supply system of foreign advanced battery manufacturers to form materials.

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