May 2018 What is the domestic production of lithium manganese acid?

According to ICC xinluo's statistics, domestic production of lithium manganese in May totaled 3,600 tons, an increase of 20 % year-on-year. Since the beginning of this year, the Environmental Protection problem in Guangxi has been that the supply gap of manganese dioxide, one of the raw materials for the preparation of lithium manganese acid, is relatively tight. After the Dragon Boat Festival, the manufacturer's quotation has been raised again. The main current price has risen by 1,000 yuan to 13,000 yuan per ton, which is higher than the previous period. However, the price of lithium carbonate has fallen faster. In July, the market will usher in an off season, so the price of lithium manganate is temporarily stable.

On June 15th, the Ministry of Industry and Information Technology publicized the declaration of the 309th batch of new products of the "Road Motor Vehicle Production Enterprise and Product Notice", which contained a total of 426 new energy vehicles, of which 42 were lithium manganese battery supporting models, accounting for 9.9 %., so far, Since 2018, there have been six batches of lithium manganese acid battery supporting models exceeding 96 models.

From the perspective of specific application fields, lithium manganese acid batteries are not only one of the main forces in the field of new energy passenger car batteries. In the field of special vehicles(especially logistics vehicles), they have been working since 2016. At the same time, in 2017, they also have a small trial in the passenger car field. The market influence can not be ignored. Under the double action of new energy vehicle subsidy and cost reduction, product price performance has undoubtedly become the core force of power battery companies to participate in market competition. Among the three major power lithium battery systems, the price advantage of lithium manganate is particularly obvious.

With the Advancement of the market in these two years, the breakthrough of key materials and technologies and the excavation of application fields, the situation of lithium manganese acid batteries being neglected is gradually being broken. Many lithium manganate companies such as Hunan Haili, Qingdao Qianyun, Hebei Qiangneng, Zhongtian light source, etc. have continuously introduced high-performance lithium manganate materials to meet the new needs of the market. There are also many power battery companies involved in lithium manganese batteries have established a foothold in the domestic electric logistics vehicle field, and will also attack the broader field of new energy passenger vehicles. Such as:

Micro-macro Power

On April 26, 2017, Micro-macro Power's third-generation MpCO lithium battery was officially released in Huzhou, Zhejiang Province. This new lithium manganate battery has greatly increased the energy density, with a monomer of 170Wh/Kg, and at the same time with fast charging. The characteristics of long life have both cost advantages.

Xing Heng Power Supply

As the insistence of the lithium manganate technology route, after laying the foundation for the electric logistics vehicle field, Xing Heng began to enter the passenger car field. In April 2018, Xinghengsuchu's modern industrial park project covers an area of about 700 acres and the total planned investment is 10 billion yuan, which is divided into four phases. The first phase of the project will invest 3 billion yuan and will be completed and put into production in the second quarter of 2019. The production capacity will be 6GWh; The second phase of the project is planned to be completed by the end of 2020. After completion, it will have 12 production lines and 13 GWh of power lithium battery production capacity; The overall project construction will be completed in 2022 and the completed production capacity will reach 25 GWh.

AESC

With the support of the Hubei provincial government, China's VC Jinsha River invested $1 billion last year to purchase a total 51 % stake in AESC from Nissan. AESC is known for its lithium manganate technology route. The company's global market share in vehicle-mounted batteries is second only to Panasonic, ranking second. It is understood that AESC is mainly engaged in the production of lithium cell units, modules and lithium batteries. It mainly produces lithium soft-coated manganese batteries, and mainly supplies Nissan electric vehicles such as LEAF and several other hybrid vehicles such as Renault ZoeR400. It has greater technical advantages in consistency and safety.

Golden Eagle Shares

On May 4, 2018, the company stated that due to the adjustment of the state's new energy subsidy policy and industry trends, the company has adjusted its development strategy for lithium iron phosphate positive electrode materials. At present, the company is actively conducting in-depth research and carefully investing in other markets. Wide space and significant competitive advantages of positive materials. For example, a high-energy density lithium manganate power cell. Lithium-manganate powered batteries have a wide market space due to their performance and cost advantages. The company has already accumulated a considerable degree in this product and plans to mass-produce and launch it as soon as possible.

The biggest factor affecting the growth rate of lithium manganate in the second half of the year will be the raw material - manganese dioxide. At present, the lithium manganate factory in the market is also getting tighter. If this situation continues, the production of lithium manganate will be released. To a certain inhibition.

On July 4-5(4 daily reports), the "2018 High-Energy Density Positive and Negative Material Industrialization Seminar" organized by Sheraton Hotel, Zhenjiang, Jiangsu Province, will carry out in-depth discussions on the application status and future development trends of lithium manganate.

The page contains the contents of the machine translation.