Lithium battery future energy representative

At present, the national environmental protection agencies are suspending production and rectification of lead-acid battery companies across the country. Lead-acid battery companies that have not reached the 500-meter protection distance are all shut down, and the lead-acid battery industry was suspended in May. Industry analysis, compared to traditional lead-acid batteries, lithium-ion batteries have many advantages such as small size, light weight, high operating voltage, high specific energy, long cycle life, no pollution, and good safety performance. Lithium batteries will be environmentally friendly in this round. Take advantage of the opportunity during the investigation.

The reporter learned yesterday (August 15) that it has been learned that more than 10 companies in Ningbo, such as Zhongyu Lithium Battery, Ningbo Libang New Energy Technology Co., Ltd., and Ningbo Harishton Electromechanical Co., Ltd., embarked on this “Lithium” thought. Road, invest heavily in this new energy industry. In the case of rectification of the lead-acid battery rectification industry, especially the introduction of various national policies on new energy vehicles, the lithium battery industry, which is regarded as “future energy,” will face more opportunities.

Optimistic about the prospects of lithium battery industry Yesterday, in the factory of Zhongyu Lithium Power Co., Ltd. located in Yuyao, Zhejiang, a group of batteries went down the assembly line. "This lithium ion battery is almost the same size and air conditioning remote control, ex-factory price of three or four hundred yuan, intentional orders have been nearly 100 million." Zhongyu Lithium Energy Co., Ltd., the person in charge is pleased to tell reporters.

Zhongyu Lithium Power is a subsidiary of the Xinyu Group, a Yuyao strength private enterprise. Backed by “big tree”, in the next four years, Zhongyu Lithium will invest RMB 1.8 billion to build 20 lithium-ion battery production lines with an annual output value of RMB 5 billion. In 2025, the output value will reach 15 billion yuan, and the national tax will be turned over to 1.5 billion yuan, thus fulfilling the wish of Shiye, the chairman of the new Zhongyu Group, to take on the responsibility of social responsibility.

“We spent only six months from equipment procurement to installation and commissioning last December, new product R&D, and trial production to the first large-capacity lithium iron phosphate battery produced in May this year. This speed is unique in the industry. "Zhong Yu, head of lithium battery Wang Jiayong, told reporters that the company is positioned as a high starting point, high-tech, the latest international equipment specializing in the production of high-power, high-capacity lithium-ion battery, power, standby power, energy storage lithium ion battery is In the main direction, in the future, electric vehicles, electric motorcycles, mobile communications, wind power, high-speed railways, and military energy storage can all be used by the company's R&D and production.

“We plan to invest 500 million yuan each in the first and second year, and invest 400 million yuan each in the next two years, investing 1.8 billion yuan in purchasing automation lines in Japan, Germany, etc. Nowadays, only the existing hardware and software of the pilot line Conditions, the annual output value of up to 250 million yuan." The person in charge of the company said.

It is reported that Zhongyu Lithium Electric uses the industry-leading lithium iron phosphate material as a positive electrode. Using the world's first coating water-based solvent spray technology, it has developed 10 ampere hours, 20 ampere hours, 40 ampere hours, 100 ampere hours and other specifications of lithium. Ion battery. Zhongyu lithium battery plan to purchase 200 acres of land to build a new plant, the new assembly line will be put into production in June next year.

In addition to Zhongyu Lithium, there are several companies in Ningbo that have invested heavily in the lithium battery industry. Ningbo Libang New Energy Technology Co., Ltd., which is also located in Yuyao, has set its sights on the key material of lithium-ion power battery, which is a promising prospect, and it has officially launched an annual output of 6,000 tons of lithium iron phosphate at the beginning of this year. The total investment of the project is 300 million yuan. At present, the project has invested 30 million yuan in the first phase. Before the end of this year, 100 million yuan will also be invested for the construction of new plants and procurement of equipment. It plans to achieve annual sales of 720 million yuan in three years.

Five years ago, Ningbo Hariston Electromechanical Co., Ltd., which manufactures electric bicycles, initiated the development of lithium batteries. It had a substantial breakthrough last year and commissioned fixed-point production. However, due to the high price of lithium batteries, only half of the company's electric bicycles use lithium batteries, and the monthly usage is more than 2,000 sets.

From the lithium battery raw materials to the development and production of lithium batteries, and finally to the application of lithium batteries, the Ningbo region has formed a complete industrial chain, and more than 10 companies have joined them.

Looking at the whole country, as an important part of the strategic emerging industries, the lithium battery industry has also led to the rush of capitalists. In 2008, Buffett held a 10% stake in BYD Company for 1.8 billion Hong Kong dollars. In 2009, BYD invested 5 billion yuan to establish the Huizhou Industrial Park. At present, the basic construction of BYD electric vehicle battery production is completed, and large-scale production of lithium batteries can already be carried out.

In 2009, CNOOC invested RMB 5 billion in Tianjin Lishen. The planned six-phase projects are all for power batteries for electric vehicles, and strive to reach a production capacity of 200,000 units, which is in the top five levels of global automotive power batteries.

Wanxiang Electric Vehicles has signed a framework agreement with Ener1 in the United States to establish a fully automated production base for batteries and battery systems. It plans to invest over US$300 million in the first phase, and 300 million Ah batteries and 4 batteries by the end of 2011. Million sets of battery system capacity for electric vehicles... There has been an upsurge of investment in lithium batteries throughout the country.

Funding technology threshold "double high"

"Although the lithium battery industry is promising, it is both a capital-intensive industry and a technology-intensive industry. Private capital investment needs to be cautious," said the person in charge of the Ningbo City Economic and Information Commission.

It is understood that Zhongyu Lithium Electric will continue to invest 1.8 billion yuan in four years, and a single pipeline investment will exceed 100 million yuan, of which one is worth 20 million yuan. “Zhongyu Lithium Electric is a subsidiary of the New Zhongyu Group Holding Company. There is no support from the group company. It is impossible for this new project to be completed,” said Wang Jiayong, deputy general manager of the company.

According to the reporter's understanding, in addition to Zhongyu Lithium, there are also Zhongyu Real Estate and Zhongyu Business. In 2010, Xinzhongyu’s sales revenue exceeded RMB 3.5 billion. Shi Yee, the chairman of the new Zhongyu Group, belongs to the first generation of Ningbo entrepreneurs and is 65 years old. Last year, he also won the second Yuyao "economic man" title.

The lithium battery industry is also a technology-intensive industry. Wang Jiayong told reporters that at present, Zhongyu Lithium has applied for eight practical patents. By the end of the year, it plans to apply for 12 practical patents. By the end of next year, it will fight for two national invention patents.

The personage of Zhejiang Ji Neng Battery Technology Co., Ltd. also stated that the technical threshold of the lithium battery industry is relatively high. Together with Zhejiang University and Zhejiang Industrial University, they established the "Lithium-ion Power Battery Joint Research and Development Center" and "production, research and research base". The technical team consists of more than 10 doctors, masters, and domestic battery industry experts. It has a global leader in nanoscale. Electrode materials, core engineering, system integration and other core patented technologies.

Lithium Battery Replacement Trend Appeared At the beginning of March this year, the Ministry of Environmental Protection carried out environmental inspections of lead-acid battery companies throughout the country. Since May, a large number of lead-acid battery companies in many provinces and cities across the country have been shut down or stopped production due to environmental issues. According to the statistics of 12 provinces and cities in China, 70% of the 1178 battery companies in the country stopped production and rectification, and the market supply contracted sharply.

"I can say without hesitation that lead-acid batteries are currently in trouble and electric bicycles will formally enter the lithium era." A person in charge of the company told reporters that the Ministry of Industry and Information Technology is about to introduce the Lead-Acid Battery Access Regulations and the recent The strict rectification carried out by the industry is accelerating the arrival of the era of lithium battery replacement.

“Now in China, electric bicycles use 97% of lead-acid batteries, and only 3% of them use lithium batteries. Although lithium-ion batteries cannot completely replace lead-acid batteries, for enterprises, lithium batteries have huge room for development. Enterprises and battery R&D companies should seize the opportunity,” said Lu Jinlong, director of the Bicycle Association Committee of the China Bicycle Association.

Lu Jinlong believes that the current lithium battery electric car is difficult to open the market because its price is too high, if the lithium battery electric car can be subsidized 400-500 yuan per vehicle, can basically make up for the difference in lithium battery electric vehicle market, you can To open the door for large-scale lithium battery market. At present, the Bicycle Association of China Bicycle Association is seeking a subsidy from the state for the sale of lithium battery electric vehicles to help lithium batteries enter the market faster and reduce the environmental lead pollution caused by traditional lead-acid battery production.

It is understood that the "New Energy Vehicle Industry Development Plan" will be launched soon. According to the plan, by 2020, the cumulative production and sales volume of China's new energy vehicles will reach 5 million. Among them, medium- and heavy-duty hybrid passenger vehicles account for over 50% of the annual sales of passenger cars.

Someone in the industry once counted an account: At present, the annual sales of passenger cars in China have exceeded 10 million. If half of the sales in 2020 are calculated for hybrid vehicles, then only one hybrid vehicle will be more than 5 million.

"The power of new energy vehicles is mainly driven by lithium batteries and other power. Therefore, lithium batteries will have a strong profit margin with the gradual marketization of new energy automobile industry," said the above-mentioned sources.

According to the latest data, the market size of lithium batteries in the world in 2010 was 87 billion yuan, and the lithium battery market in China was 25 billion yuan. It seems that lithium battery companies are entering the fast lane of the market is the general trend.

It is understood that the rapid development of lithium batteries will also promote the rapid development of lithium battery electrolyte industry. At present, a cell phone lithium battery has only 4 grams of electrolyte, but the electrolyte of a power battery of a large-scale urban passenger car will be as high as 20 kilograms, which reflects that once the new energy automobile is industrialized, relevant stocks engaged in electrolyte will face Explosive downstream demand.