Lithium theme, why is it so hot? Under the dual pressures of oil security concerns and carbon emission reduction, the most important sub-sectors for the development of new energy policies in various countries are new energy vehicles. Electric vehicles have become the common strategic direction of major countries and automobile manufacturers in the world. In China, the development of new energy vehicles has risen to a national strategy, and the new energy automobile industry faces a rare historical opportunity. From the perspective of the industrial chain, new energy vehicles involve a number of related industries such as self-contained, lithium batteries and charging stations. Among them, lithium batteries have huge market demand, and thus the “lithium concept” company has become the most promising segment in the new energy vehicle sector.
Taking electric vehicles as an example, according to China's automobile industry development plan, the development goal of the electric vehicle industry is: by 2010, the number of electric vehicles will account for 5%-10% of the total vehicle ownership, and the annual production and sales of electric vehicles will be more than 1.5 million. . A pure electric vehicle needs 40-50 kg of cathode material and electrolyte. The lithium-ion battery-related materials needed to produce only 1 million electric vehicles will be several times the total demand for lithium battery materials in the world. Lithium-electric electric The car has a strong driving force for power lithium batteries. It is estimated that the power lithium battery market will be about 500 million US dollars in 2010, and will reach 16 billion US dollars by 2018, with an average compound annual growth rate of 54.2%. According to IIT forecasts, by 2020, the output value of lithium-ion batteries will be the same as that of small lithium batteries, with a total market size of $35 billion. Therefore, in the future, electric vehicles will drive lithium battery materials to increase by more than ten times.

Lithium batteries can be the direction of industrial development, mainly based on its many characteristics. First, it has a high energy density. The weight of a lithium-ion battery is half that of a nickel-cadmium or nickel-hydrogen battery of the same capacity, and the volume is 40-50% of that of nickel-cadmium. 20-30% of nickel-hydrogen, and secondly, it can achieve high voltage. A lithium-ion battery unit has an operating voltage of 3.7V (average value), which is equivalent to three series of nickel-cadmium or nickel-hydrogen batteries; The physical, lithium-ion battery of the battery does not contain batteries such as cadmium, lead, and mercury, which are considered to be non-polluting.

At present, the sales volume of power lithium batteries in the domestic market is still very low, and it is still in a state of low profitability. The sales revenue of lithium batteries mainly comes from the small lithium battery fields such as mobile phones and computers. However, a pure electric vehicle is a single mobile phone battery. About 10,000 times the amount of consumption, with the gradual maturity of new energy vehicles in the future, will inevitably lead to explosive growth of power lithium batteries.

Taking lithium iron phosphate as a positive electrode material for lithium batteries as an example, as of 2009, a total of 50-60 home appliance manufacturers in the country will soon or have completed the purchase of production lines, and capacity expansion, among which enterprises that have entered industrial mass production and stably supply to the market have Tianjin Strand, Peking University, BYD, Hunan Shanshan New Materials, etc., the rest are in the pilot stage, and the capacity under construction in 2009 is 2,500 tons. After all production, the total production capacity is about 5,000 tons. In 2010, iron phosphate Lithium production capacity will continue to grow. At present, the annual demand for lithium iron phosphate in China is about 8,000 tons. In 2008, the actual sales volume was less than 1,000 tons. It is estimated that the annual domestic demand for lithium iron phosphate will exceed 15,000 tons in 2010. The global supply gap of lithium iron phosphate will reach 100,000 tons.