Recently, the concept stocks of lithium battery additive LIFSI and its raw material thionyl chloride have strengthened. The concept stocks of Zhongshilong Industrial Co., Ltd. and Winbond Health Co., Ltd. participated in the New OTC Market, rising 60% on the 7th. Data shows that its subsidiary Kaisheng New Materials disclosed an A-share issuance announcement, and the issuance price was determined to be 5.17 yuan/share. Calculated at this price, the subscription market value is only about 2 billion yuan.
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1. LiFSI, as the solute lithium salt of the electrolyte, has the advantages of high conductivity, high chemical stability and high thermal stability, and is more suitable for high performance and wide temperature in the future. The development direction of high-security lithium batteries is the next-generation lithium battery lithium salt that is most likely to partially replace LiPF6.
2. After nearly 10 years of process exploration, the choice of LiFSI process route by global leading suppliers has gradually come to an end. We predict that LiFSI will gradually enter the stage of industry introduction and demand explosion in the next five years. The global demand for LiFSI is expected to reach 129,100 tons in 2025, with a market potential of 30-40 billion yuan and broad development prospects.
3. It is recommended to pay attention to two main lines of investment: For companies with advantages in patented technology layout, current synthesis costs, and 1) LiFSI synthesis main track future production capacity planning, it is recommended to pay attention to Tianci Materials, Xinzhubang, Polyfluoride, Yongtai Technology, etc. The explosion of demand for LiFS will drive the rapid expansion of demand for core raw materials such as thionyl chloride, film-forming additives, and current collector protection additives. Pay attention to suppliers related to thionyl chloride, Kaisheng New Materials, and film-forming Yongtai Technology and Aoke shares related to additives.
4. As the solute lithium salt of the electrolyte, LiFSI has the advantages of high conductivity, high chemical stability and high thermal stability, and is more suitable for the future development of high-performance, wide-temperature, and high-safety lithium batteries. The direction is the next generation lithium battery lithium salt that is most likely to partially replace LiPF6. After nearly 10 years of process exploration, the choice of the LiFSI process route by global leading suppliers has gradually come to an end. We expect that LiFSI will gradually enter the stage of industrial import and demand explosion in the next five years. The global demand for LiFSI is expected to reach 129,100 tons in 2025, with a market potential of 30-40 billion yuan and broad development prospects.
5. It is recommended to pay attention to two main lines of investment. For companies with advantages in patented technology layout, current synthesis costs, and future production capacity planning, it is recommended to pay attention to Tianci Materials, Xinzhubang, and Poly as the main track of LiFSI synthesis. Fluorine, Yongtai Technology, etc. LIFS demand explosion 2) The LIFS demand explosion will drive the rapid expansion of demand for core raw materials such as sulfoxide chloride, film-forming additives, and current collector protection additives. Pay attention to suppliers related to sulfoxide chloride: Kaisheng New Materials, Yongtai Technology, and Aoke Shares and other suppliers related to film-forming aids.