Market Analysis of Li-Ion Batteries Electrolyte (part 2)
The main units of the national production of the electrolyte Jiangsu Guotai (002 091) Wing Wah, Cathay Pacific, Taurus Tianjin, Dongguan Shanshan Shantou Golden, Zhuhai race Wei Electronics, Guangzhou Heaven, Beijing Chong Asia more than 10 products companies chemicals. Annual production capacity of 1000 tons and more are involved in high, middle and bottom of each market to meet our need for production of lithium-ion battery, and some for export. Sony vgp-bps13/s battery Sony vgp-bps13a/b battery
Cathay Pacific Wing Wah is a lithium-ion battery electrolytes leading companies in the industry, is the largest manufacturer of electrolytes in lithium-ion batteries. In 2008, the company built in the Jiangsu Yangtze River Chemical Industrial Park has 50 million tons production (also reserved capacity of the plant to 5,000 tons), construction of the plant was completed, in 2009 June-July, the production of 10 trials in November with full production, after production capacity of 3,000 tons of old factories closed. 9.8 had an annual production of 2700 tons / 4000 tons. Currently the company of domestic market share of 30% -40%, and the location of high-end market. Taurus Tianjin, Dongguan Firs 30% of total market share of the product is mainly located in the low-end market.
Race Wei Electronic - Zhuhai race Wei Electronic Materials Co., Ltd. is located in Doumen District of Zhuhai City, Toyama Industrial Park, is a new high-tech company and a private investment in new capacity for annual production of 10 million yuan to 1,000 tons of lithium batteries, lithium-ion battery and super production line of electrolytic capacitors, the factory covers an area of 3,000 square meters, produces and sells functional electrolyte batteries for lithium-ion batteries to improve high temperature performance, safety and low temperature properties such as batteries and lithium ion polymer electrolyte batteries, tailored for the lithium manganese oxide, lithium iron phosphate, ternary materials, modified graphite anode natural and cathode materials, electrolyte. Sony vgp-bps13b/b battery Sony VGP-BPS14/S battery
Taurus Tianjin - Tianjin Taurus Power Materials Co., Ltd Xingtai Mining (Group) Co., Ltd. and Tianjin Chemical Engineering Research and Design Institute organized jointly funded R & D, production, operation and business services high technology. A completed set of the production of salt electrolyte, solvent refining, the preparation of electrolytes and packaging production line, the main products are: lithium hexafluorophosphate (scale of 80 tons / year), High purity solvents (scale of 500 tons / year), the lithium-ion battery electrolyte and related materials. Taurus Tianjin Company is the only means of self-developed technology, and national production of raw materials and office equipment lithium hexafluorophosphate, but with feedback from the industry, quality products and the internationally, there are still a big gap.
6 hexafluorophosphate lithium raw material supply
The main raw material for the lithium salt electrolyte, the scientific name (lithiumfluorophosphate LiPF6), which represents about 50% of the cost of its production cost is 10 yuan / ton, a price of 400,000 yuan / ton Gross margin was 75%. Silica materials of lithium carbonate lithium / can be purchased in China. Sony VGP-BPS18 battery Sony VGP-BPL12 battery
Lithium salt is now almost monopolized by a handful of Japanese companies. Among them, the annual production of electric Kanto Chemical LiPF6 to 950 tons (mainly for UBE) SUTERAKEMIFA 800 tonnes (mainly ECOPRO), the world’s largest manufacturer of lithium salts to produce 960 tons of chemicals Morita (mainly for Mitsubishi) The company in Jiangsu Yangtze River Chemical Industrial Park has an annual production of 600 tonnes of production lines, including 300 tons of supplies from the company. There is also a Golden Tech Co., Ltd., Tianjin Chemical Engineering Design & Research Institute, Shandong Chemical Fertilizer Xingtai city, Tianjin, Taurus and other businesses to produce, but less capacity, quality and are much worse.
Because lithium hexafluorophosphate huge future market demand, domestic firms have begun to actively access the other. Jiangsu Guotai (002 091) and subsidiary Huarong established jointly funded source of high-tech materials Zhangjiagang Asia Co., Ltd., has invested an annual production of 300 tons of new products lithiumfluorophosphate project a total investment of 83.3 million yuan , is expected before the end of 2009 the test equipment to debug. Henan Fluoride Chemical Co., Ltd. started construction in 2009, the annual production of 200 tons of projects lithiumfluorophosphate Sony VGP-BPS7 battery Toshiba Satellite A80 battery
7, the next significant increase in the electrolyte Market Forecast
1, hybrid vehicle market
Hybrid Electric Vehicle (HEV) in the coming years the main developments in the direction new energy vehicles. 2010, global oil production will reach 78 million vehicles, hybrid electric vehicle production will reach 2.1 million or 2.66%, each battery of the vehicle to 50,000 yuan, and the overall battery market value of the car would be 105 billion yuan. Most auto manufacturers of hybrid cars to 85% Ni-MH battery energy storage devices for vehicles. But the big manufacturers have new models in the use of lithium batteries as the energy storage of the vehicle. Li-ion battery to replace nickel metal hydride being is likely to accelerate faster than the market expected. (For Foton Motor, for example, received 800 new hybrid vehicles, has decided to all use lithium batteries) lithium vehicle battery to the industrialization of the rapid penetration of 20% in terms of products, the magnitude of the market should reach 21 billion yuan. Corresponding to 2.52 billion yuan market scale in future large-scale commercial demand HEV electrolyte is expected after the explosive growth of the electrolyte. apple ibook g4 14-inch battery apple macbook 13 inch battery
2, the market for electric motorcycle
In 2008, world production of over 22.5 million electric bikes, of which 95% is produced in China. In common usage the battery electric bike, 84% of lead acid batteries, lithium battery with only 14%. According to estimates, in 2010, world production of electric bikes is nearly 30,820,000, the output value of the battery reaches 61.64 billion yuan, if the lithium penetration reached 10% of span market expected to reach 6.164 billion yuan, the corresponding size of the market to 740 million of electrolyte element.
3 wheelchair market, scooter and
Electric scooter, including golf carts, electric wheelchairs, 2007, worldwide sales approaching one million electric scooter, the rate of about 8% annual growth expected to reach 1.2 million in 2010. The market is dominated by lead acid batteries, but also the direction to the development of lithium-ion batteries. Projections for 2010, global demand for the scooter more than 1.2 million euros out of the battery will be nearly 3.3 billion dollars if the penetration rate of 10% lithium wide market expected to reach 2.975 billion yuan, the corresponding size of the market electrolyte 120 million yuan. apple a1189 apple ibook g4 12-inch battery
4, the power tools market
Power Tools is a broad application prospect of the lithium battery market. Currently, power tools, mainly nickel-cadmium batteries, power tools with lithium batteries can easily see through in the past 18V voltage design constraints, and trends of an industry first product tool. 2005, E-ONE Moli and the launch of the V28 Miwaukee used cathode material for lithium manganese industry power tools, 26,650 sessions of shock caused by the formal declaration of power tools lithium era. In 2007, the world’s largest power tool manufacturer B & D introduced the first use in the world of power tools lithium iron phosphate (DCX6401 Combo kit), following the announcement of this product in the first two quarters, then his 1-hour fast charge, powerful, high security, and more than 2,000 times the cycle life of the battery and other benefits, a record 20 million in sales performance, breaking the B & G since the foundation of all records. In the promotion of international manufacturers, the penetration rate will increase lithium. The current global demand for power tools around 5% growth rate per year, power tools, lithium battery for less than 10%, 85% of nickel-cadmium batteries. The nickel-cadmium because of pollution problems, the European and American countries have gradually legislation to restrict the scope. According to estimates, in 2010, the global energy market tool will reach 182 million units, demand reached 730 million batteries, battery production will reach 33 billion yuan, if the penetration rate reaches 10% lithium market reached 3.3 billion market sizes of 396 million euros corresponding to the electrolyte, next year there will be a steady growth. apple a1148 apple a1175 apple a1185