Briefly describe the current status of the four key material technologies for lithium batteries

In terms of cathode materials, domestic companies are forming a trend of surpassing both in technology and scale, and their future development prospects are promising; in terms of anode materials, domestic companies have the advantages of comprehensive leadership, and the industry position has been formed, and it is difficult to be surpassed in a short time; Due to patents and core additives being controlled by foreign companies, and the formula is restricted by the client, domestic electrolyte manufacturers have actually become foundries; in terms of diaphragms, domestic companies have made slow technological progress, and the new system has not been broken. Dealing with problems in essence, the industry wants to disrupt the situation. 1. Current situation of cathode materials: the industry concentration will be further improved. Ternary materials are worthy of attention. At present, there are about 200 domestic positive-level material manufacturers. Compared with lithium iron phosphate, the advantages of ternary batteries are higher energy density and cruising range. Bigger. The market expects that ternary materials will become the mainstream materials for power lithium-ion batteries for a period of time in the future, but in a short period of time, they will face the test of safety assessment and promotion will require a process. 2. Current status of anode materials: The industry has a high degree of concentration. The price of graphite anode materials from the strongest Hengqiang has shown a continued downward trend in recent years, and it is expected that this trend will continue in the next few years. The leading companies in the domestic industry can strengthen the bargaining power of the company's product raw material procurement through the expansion of the processing scale of the negative electrode material, improve the efficiency of the processing equipment, and strengthen market competitiveness. 3. Current status of diaphragm materials: high-end product import substitution space is large. In the past few years, the high gross profit margin of lithium battery diaphragms has attracted a large number of new entrants, while new production is concentrated in the low-end product category, resulting in an oversupply of low-end products. High-tech barriers make domestic supply of mid-to-high-end products far lower than market demand, and in particular, about 90% of high-end products are imported. The global diaphragm industry is concentrated in the United States, Japan and South Korea, and there is a lot of room for domestic development. 4. Current status of electrolyte: The boom of the raw material lithium hexafluorophosphate will continue, and the price is expected to usher in a wave of price increases. Due to its high technical threshold, strict processing technology requirements, environmental protection approvals and long equipment procurement times, the expansion cycle is long and the expansion cycle is long. In more than 1.5 years, we therefore expect that the high boom of lithium hexafluorophosphate will continue for more than one year. According to the current development status, among the four major material categories of lithium batteries in my country, cathode materials, anode materials and electrolytes have gradually been self-sufficient. Only the diaphragm materials are highly dependent on imports, but the development speed is also very fast. In general, my country’s lithium batteries There is no shortage of core technology, and the foundation of industrialization is relatively solid. With the company's enhanced technology research and development and the promotion of the new energy vehicle market, the quality of my country's lithium batteries will be further improved, and a good period of use will be ushered in. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Detailed explanation of the three major battery technologies in the new energy wave