Analysis of the development level of the four key materials of lithium batteries

Cathode material is the most critical raw material for lithium batteries, accounting for more than 30% of the cost of lithium batteries. Due to the rapid development of large-scale lithium battery cathode materials in my country in the past decade, the product quality has been greatly improved, and they have strong cost advantages. In recent years, Japanese and Korean lithium battery companies have begun to gradually import lithium battery cathode materials from my country. It is reported that the current market share of lithium battery cathode materials in my country has been It occupies about half of the world, and there is still plenty of room for future development. The negative electrode material industry has a high degree of agglomeration. The world's top four companies have a combined market share of 78%, and the negative electrode materials show a high degree of agglomeration. At present, the anode material is mainly carbon material, which accounts for a relatively low cost of lithium batteries, and has basically achieved full industrialization in China. For the sake of accessing resources and reducing manufacturing costs, Japan's critical anode material companies have also transferred their production to my country, which is rich in graphite resources. The electrolyte transports ions and conducts current between the positive and negative stages of the lithium battery, which is one of the key factors for the battery to obtain high energy, long life and safety. In the past, lithium battery electrolyte has always been dominated by Japanese and Korean manufacturers. However, with the improvement of my country's technology and the increasing speed of domestic demand, especially after the localization of lithium hexafluorophosphate, the production of electrolyte has continued to shift to my country. The separator is second only to the positive electrode material in cost composition, accounting for 20-30%. The performance of the separator determines the interface structure and internal resistance of the lithium battery, which directly affects the battery's capacity, cycle and safety performance. Benefiting from the increase in demand for downstream new energy vehicle power lithium-ion batteries, the global lithium battery separator industry is developing rapidly. At present, my country's lithium battery separators are still in the stage of import substitution. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete.