Since sales of "new energy vehicles" have increased in Japan and other countries, major agencies have also expressed their expectation for the growth of "new energy vehicles" in the future, and the traditional petroleum resources are gradually depleting. The raw materials needed by "new energy vehicles" Resources have become a hot spot for auto manufacturers to quietly compete for or lay out.
New energy vehicles are a highly-connected industry. Besides their own conventional automobile-related chains, they also involve batteries, electronic control and related manufacturing materials industries. The policy support for new energy vehicles will bring more opportunities for raw materials industries such as lithium and rare earths in the upper reaches of batteries and electric motors. However, industry experts believe that the technical reserves in the materials sector still need to be improved.
New energy automotive materials include various types of positive electrode lithium, negative electrodes, electrolytes, and separators, which are further traced back, including lithium carbonate, lithium hexafluorophosphate, and rare earth metals required for batteries and motors.
The electric vehicle market is about to start. The potential growth of battery materials such as positive and negative stages, separators, and electrolytes is expected to be extremely high. The demand for materials for power batteries will increase by 50%. With the increase in the penetration rate of direct-drive fans, rare earth permanent magnets Demand continues to be bullish, and the demand for permanent magnet materials for electric vehicles reaching one million vehicles will reach more than 10,000 tons. Overall, the average growth rate of magnetic materials is more than 20%.
Lithium-ion batteries are a new generation of green high-energy batteries with outstanding performance, and have become one of the focuses of high-tech development. According to CCID Consulting's analysis and prediction of the development status and future trends of the lithium-ion battery industry chain, battery materials are the key link in the lithium-ion battery industry chain and will highlight the high investment value of the new energy automotive industry. . The cathode material that occupies about 30% of the cost of a lithium-ion battery can greatly influence the performance of a lithium-ion battery, thereby becoming an important carrier for leading the development direction of lithium-ion batteries.
Wang Jinliang, deputy director of the China Battery Industry Association and director of the technical committee, analyzed the current development of domestic battery materials. He said that currently used battery cathode materials are mainly lithium iron phosphate and lithium manganate, both of which are There are advantages and disadvantages that will coexist for a period of time. Therefore, domestic enterprises must develop lithium iron phosphate while developing lithium manganate; in the aspect of negative electrode materials, attention should be paid to the development of new materials, such as lithium titanate, and closely follow the advanced world. The development trend of technology; electrolyte, should increase the localization of key materials, such as lithium hexafluorophosphate, mainly rely on imports from abroad, domestic enterprises should speed up the progress of industrialization in this regard, in addition, we must pay attention to the additives in the electrolyte R & D; In the battery separator, the current single-layer film can be made domestic, high-end diaphragm, composite film also imported from abroad, domestic companies should pay attention to the research and development of composite film.
In several economic zones along China’s coastal areas, a large number of enterprises have entered the entire industrial chain of new energy vehicles, from top to bottom, from raw materials to batteries to the production of complete vehicles. In addition, the input of operators has rapidly increased, such as the State Grid Corporation of China, Sinopec, PetroChina, CNOOC, and other large central enterprises. They are deliberating on building a national network of charging and replacing power stations. With the continued investment in capital, technology, and talent, the expansion of this market can be expected.
The revised version of the “New Automobile Industry Development Policy†clearly stipulates the requirements for new energy automobile production enterprises. In the new key joint ventures such as batteries, motors, and electronic control of new energy vehicles, the shareholding ratio of Chinese shareholders is not Should be less than 50%. With the development of emerging industries and the continuous emergence of new industries, the upstream market for new materials will continue to be discovered.
New energy vehicles are a highly-connected industry. Besides their own conventional automobile-related chains, they also involve batteries, electronic control and related manufacturing materials industries. The policy support for new energy vehicles will bring more opportunities for raw materials industries such as lithium and rare earths in the upper reaches of batteries and electric motors. However, industry experts believe that the technical reserves in the materials sector still need to be improved.
New energy automotive materials include various types of positive electrode lithium, negative electrodes, electrolytes, and separators, which are further traced back, including lithium carbonate, lithium hexafluorophosphate, and rare earth metals required for batteries and motors.
The electric vehicle market is about to start. The potential growth of battery materials such as positive and negative stages, separators, and electrolytes is expected to be extremely high. The demand for materials for power batteries will increase by 50%. With the increase in the penetration rate of direct-drive fans, rare earth permanent magnets Demand continues to be bullish, and the demand for permanent magnet materials for electric vehicles reaching one million vehicles will reach more than 10,000 tons. Overall, the average growth rate of magnetic materials is more than 20%.
Lithium-ion batteries are a new generation of green high-energy batteries with outstanding performance, and have become one of the focuses of high-tech development. According to CCID Consulting's analysis and prediction of the development status and future trends of the lithium-ion battery industry chain, battery materials are the key link in the lithium-ion battery industry chain and will highlight the high investment value of the new energy automotive industry. . The cathode material that occupies about 30% of the cost of a lithium-ion battery can greatly influence the performance of a lithium-ion battery, thereby becoming an important carrier for leading the development direction of lithium-ion batteries.
Wang Jinliang, deputy director of the China Battery Industry Association and director of the technical committee, analyzed the current development of domestic battery materials. He said that currently used battery cathode materials are mainly lithium iron phosphate and lithium manganate, both of which are There are advantages and disadvantages that will coexist for a period of time. Therefore, domestic enterprises must develop lithium iron phosphate while developing lithium manganate; in the aspect of negative electrode materials, attention should be paid to the development of new materials, such as lithium titanate, and closely follow the advanced world. The development trend of technology; electrolyte, should increase the localization of key materials, such as lithium hexafluorophosphate, mainly rely on imports from abroad, domestic enterprises should speed up the progress of industrialization in this regard, in addition, we must pay attention to the additives in the electrolyte R & D; In the battery separator, the current single-layer film can be made domestic, high-end diaphragm, composite film also imported from abroad, domestic companies should pay attention to the research and development of composite film.
In several economic zones along China’s coastal areas, a large number of enterprises have entered the entire industrial chain of new energy vehicles, from top to bottom, from raw materials to batteries to the production of complete vehicles. In addition, the input of operators has rapidly increased, such as the State Grid Corporation of China, Sinopec, PetroChina, CNOOC, and other large central enterprises. They are deliberating on building a national network of charging and replacing power stations. With the continued investment in capital, technology, and talent, the expansion of this market can be expected.
The revised version of the “New Automobile Industry Development Policy†clearly stipulates the requirements for new energy automobile production enterprises. In the new key joint ventures such as batteries, motors, and electronic control of new energy vehicles, the shareholding ratio of Chinese shareholders is not Should be less than 50%. With the development of emerging industries and the continuous emergence of new industries, the upstream market for new materials will continue to be discovered.
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