Main listed companies of lithium batteries:
Contemporary Anpu Technology Co., Ltd. Xinwangda Zhongchuang Singapore Airlines BYD Funeng Technology Guo Xuan Hi-Tech Ganfeng Lithium Industry Yiwei Lithium Cell Energy.
Comparison between ternary lithium battery and lithium iron phosphate battery
(1) ternary lithium battery has high energy density and large specific capacity, but it has poor high-temperature safety and short cycle period.
(2) Lithium iron phosphate battery has good high-temperature safety and long cycle period, but its energy density is not as good as ternary lithium battery.
Industrial chain:
In the upstream raw material cost of ternary lithium battery, the anode material of zui accounts for a high proportion, accounting for 39%.
In the production cost of ternary lithium battery, the cost of raw materials accounts for 77%, including anode material, cathode material, separator, electrolyte, aluminum shell and so on.
The main cathode materials are NCA, NCM11,NCM523, NCM622, NCM8 1 1 and so on. At present, NCM523 and NCM8 1 1 are widely used in zui.
(1) The global lithium reserves are mainly distributed in Chile, Australia, Argentina and the United States, with Chile accounting for 40%.
(2) Tianqi Lithium Industry and Ganfeng Lithium Industry are the head enterprises in the lithium mine industry.
Market size of ternary lithium battery;
The market scale increased from133.5 billion in 20 17 to 83.22 billion in 20021year, with a compound annual growth rate of 57.9%. It is estimated that it will grow to 3.31.79 billion in 2026, with a compound annual growth rate of 3 1.9%.
Structure of ternary lithium battery industry:
The concentration of ternary lithium battery enterprises in China is high, and the head enterprises occupy a large market share with outstanding strength. The distribution area is mainly in East China and South China, and the main provinces are developed provinces such as Jiangsu, Zhejiang and Guangdong.
Current situation of ternary lithium battery market;
The load of power battery increases year by year, from 56.9GWh of 20 18 to 202 1154.5 GWh; The "load capacity" of its ternary lithium battery increased from 33. 1GWh in 20 18 to 74.3GWh in 20021year and reached 45.6GWh in the first half of 2022. The "production and sales" of ternary lithium batteries fluctuated. The output increased from 39.2GWh in 20 18 to 93.9GWh in 200218, and reached 82.9GWh in the first half of 2022. Sales increased from 34.5GWh in 20 18 to 79.6GWh, and increased to 83.8GWh in the first half of 2022.
Recycling of ternary lithium battery;
The price of battery-grade lithium carbonate is rising, and the raw material cost of ternary lithium battery is getting higher and higher. At the same time, lithium ore is a non-renewable resource, and the recycling of lithium batteries has become a trend.
Industry terminology:
Ternary lithium battery: refers to a lithium-ion battery with three transition metal oxides of nickel, cobalt and manganese as cathode materials.
Ternary precursor: refers to the hydroxide of nickel, cobalt and manganese. Using nickel salt, cobalt salt and manganese salt as raw materials, the ratio of nickel, cobalt and manganese can be adjusted according to actual needs.
Lithium iron phosphate battery
It is a lithium ion battery with lithium ferrous phosphate as cathode material and carbon as main cathode material.
Wh: the unit of electricity, which represents the original energy of one watt generated by the generator working for one hour, is the abbreviation of English Watt-hour
GWh: the unit of electricity, 1GWh is equal to 1 millikwh is equal to 1 millikwh, which is the English abbreviation for Gigawatt-hour.