Lithium battery concept so sought after, and the state of the new energy automotive industry is closely related to the strong support. Early in July to open the current round of market integration, it is the Ministry of Finance began to purchase private energy subsidies shortly after the new energy; Subsequently, the 16 central enterprises jointly set up the central enterprises of the new energy automotive industry alliance, no doubt to see the market from the government level .
With more and more listed companies to join the industry, the development of lithium-ion battery in the end how the whole industry chain, the current ecological environment and how? With these questions, "Daily Economic News" reporter visited the industry.
The core link or cathode material
According to the general classification, lithium-ion battery industry chain is classified as upstream resources, cathode material, anode material, electrolyte, diaphragm, battery batteries, battery management system 7 links. At present domestic development situation how?
Xiangcai Securities analyst Hou Wentao told reporters, from the output value, the cathode material is the largest part of the cost of about 40% of the battery; electrolyte and anode materials accounted for about 15% to 20%.
China's lithium battery industry has been quite mature, but in the new energy vehicles with lithium battery materials are very different with foreign countries, a lot of materials can not be produced. Huachuang Securities analyst Li Dajun on the "Daily News" reporter, in fact, the entire new energy automotive industry are in the initial stage, the battery performance is not yet mature, vehicle technology is not complete, infrastructure construction is not complete, are the future of industrialization In the need to address the problem.
Reporters learned that, in terms of industrial concentration, the current positive, negative, there are many companies enter the electrolyte, diaphragm, battery management system is basically blank; technical threshold also corresponds to the latter two are much higher The first three links.
Huatai United Securities analyst Xiao Hui on the sub-sectors were sorted, according to the technical maturity from high to low, the electrolyte "lithium iron phosphate = lithium hexafluorophosphate (electrolyte key material)" diaphragm; from the product yield, the diaphragm, "lithium hexafluorophosphate "Lithium iron phosphate" electrolyte; from the power battery to bring the growth in demand for space considerations, lithium iron phosphate "diaphragm" electrolyte = lithium hexafluorophosphate.
Lithium battery development is also related to lithium salt. Chinese Academy of Engineering, Chinese Academy of Sciences Institute of Physics researcher Chen Liquan has said that the domestic lithium salt and the diaphragm are still need to import. Hou Wentao told reporters that extracted from the salt lake which is the lithium salt, although the holding of domestic listed companies Salt Lake resources, but the extraction technology and process is not mature, extracted from the lithium salt or industrial-based.
Hou Wentao said that he personally optimistic about the cathode material, after all, the future market capacity is much greater than other links. China's cathode materials to take lithium iron phosphate route, Chengfei integration, CITIC Guoan, China Baoan have mastered the relevant technology, the future market after the timely production and rapid release of production capacity.
Demand for automotive lithium batteries is growing rapidly
At present, lithium batteries have been fully applied to consumer electronics, the basic form of the world, Japan and South Korea three pillars of the pattern, but in the field of new energy vehicles with lithium-ion batteries, but now no country to form large-scale industrial clusters.
As a new market, lithium-ion battery market will do much? Major brokerage gives a variety of forecasts. According to the relevant planning of the Ministry of Science and Technology, from 2009 onwards three years, the development of 10 cities each year, each city in the bus, rental, public, municipal, postal and other fields launched 1000 new energy vehicle demonstration run, The scale of operation of new energy vehicles by 2012 accounted for 10% of the automotive market share. In accordance with the existing car market share, this figure is about 1 million.
Taking into account the lithium-ion battery to replace the existing nickel-metal hydride batteries to BYD F3DM lithium iron phosphate battery cost 50,000 yuan / station as an example to estimate, then 100 million corresponding to the market size will reach 50 billion yuan. Of course, this is only a very rough calculation, did not consider the end of 2011, the decline in battery costs and the actual demand to cultivate faster than expected.
To be sure, the new energy vehicles on the lithium battery material needs far more than ordinary consumer electronics. According to the National Sea Securities analyst Yan Zhu Bing estimates that a pure electric vehicles need 40 to 50 kg of cathode materials and electrolytes, is a single mobile phone battery consumption of about 10,000 times, this way, only the production of 1 million electric cars The required lithium-ion battery-related materials, it will be the world's total demand for lithium battery materials several times. Data show that in 2009 the global lithium battery materials sales reached 3.39 billion US dollars.
In addition, the end of 2008 there have been new energy vehicle battery line dispute, to the present no longer exists. The Toyota Prius as the representative of the nickel-metal hydride car is the first generation of successful commercialization of new energy vehicles, but more than a year to the industry car prices have increased investment in lithium-ion batteries. On the domestic car prices, Changan Automobile announced earlier this year, since the second half of this year, will be its hybrid car using nickel-metal hydride batteries for lithium-ion batteries.