Analyze the development trend of lithium-ion battery electrolyte technology

Analysis of the price trend of lithium-ion battery electrolyte Since 2017, the prices of phased products with overproduction of lithium hexafluorophosphate have continued to fall, resulting in a continuous decline in electrolyte prices. In terms of output value, in 2017, the domestic lithium-ion battery electrolyte output value was 5.95 billion yuan, a year-on-year decrease of 0.92%. The output value increased negatively, and the company's gross profit fell seriously. The price of lithium-ion battery electrolyte continued to fall. Judging from the overall trend, the average price of electrolyte in 2013 was around RMB 48,000 to RMB 50,000, a decrease of about 25% from 2012, while the average market price in the fourth quarter of 2013 dropped to around RMB 40,000/ton. In 2017, due to overproduction and falling prices of lithium hexafluorophosphate, the price of lithium-ion battery electrolytes fell. Among them, the prices of lithium-ion battery electrolytes for energy storage and power lithium battery electrolytes fell sharply by 23% and 16.7%, respectively. The price of 3C digital products dropped by 7.14% year-on-year. In 2017, the overall price of electrolyte products was at a relatively low level, and the average market price was between 50,000 yuan and 55,000 yuan/ton. There are two important reasons for the price drop. First, the price of lithium hexafluorophosphate, an upstream raw material, has continued to fall, from 300,000 yuan to 150,000 yuan to 200,000 yuan, and then to about 80,000 yuan at present. Downstream lithium-ion battery manufacturers are very aware that they are willing to lower the prices of upstream raw material manufacturers. Based on the fact that the capacity of lithium hexafluorophosphate is equal to more than 2 to 3 times the current domestic demand for electrolyte production and sales, after Chinese manufacturers, there is a strong room for cost reduction. Domestic mainstream manufacturers continue to bet on the price of lithium hexafluorophosphate, but due to the decline of 60% from 60% At a cost structure of 40%, the basic price of solvents and other additives is related to the price of crude oil, and the marginal effect of the future decline in electrolyte prices is diminishing. According to the industry, the market generally expects that the price of lithium-ion battery electrolyte will continue to fall in the next two years, and the market generally expects 36,000 yuan/ton. We calculate that the gross profit is about 10,000 tons, the net profit in 3000-5,000 tons, the investment of 5,000 tons of equipment is about 100 million yuan, the total return on investment can reach 15%-25%, and the period of technological transformation and expansion is very short. Almost all large companies have the ability to expand production, but the actual situation is that large manufacturers are still expanding from the 14th to the 15th. The development trend of lithium ion battery electrolyte technology 1. High specific energy electrolyte At present, the pursuit of high specific energy is the biggest research direction of lithium ion batteries. Especially when mobile devices take up an increasing proportion of people's lives, battery life has become the most critical performance of the battery. 2. High-power electrolyte High-power lithium-ion batteries not only require high solid phase diffusion electrode materials, short nanometer ion migration paths, control electrode thickness and compaction, but also have higher requirements for electrolytes. 3. Wide-temperature electrolyte When the battery is at a high temperature, the electrolyte itself is easy to decompose, and the side reaction between the material and the electrolyte is intensified. At low temperatures, electrolyte salting out and negative SEI membrane impedance can rise exponentially. 4. Safety electrolyte The safety of lithium-ion batteries is importantly reflected in combustion or even explosion. First, the battery itself is flammable. Therefore, when the battery is overcharged, over-discharged or short-circuited, when the battery is punctured and squeezed by the outside, or when the outside temperature is too high, it may cause a safety accident. Therefore, flame retardants are an important research direction for safe electrolytes. 5. Long-period electrolytes Due to the technical difficulties in the recycling of lithium-ion batteries, especially power lithium batteries, improving battery life is a way to alleviate this situation. The above is the development status and price trend analysis of lithium-ion battery electrolyte. At present, domestic battery manufacturers have basically realized the localization of electrolytes, and only a small number of manufacturers use imported electrolytes. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.