Tshaj 1,000 Li-Ion Roj Teeb Kev Lag Luam Chain Tuam Txhab-Guoxuan Hi-Tech: Fais Fab Lithium Battery plus Positive Electrode plus Negative Electrode plus Diaphragm
The "2018-2025 China Electric Vehicle Lithium Battery Market Development Trend and Investment Prospect Forecast Report (2018 Edition)" and "2018 Business Analysis Report of 250 Power Lithium-ion Battery Enterprises (2018 Edition)" released by Auto Research Consulting. There are 420 companies in the lithium battery market (if the subsidiaries are counted separately, there are about 650 companies, covering 3C, power, and energy storage lithium batteries), including 62 companies listed in Shenzhen, Shanghai and Hong Kong, 36 companies listed on the New Third Board, investing in lithium battery vehicle manufacturing There are 22 companies and 300 other non-listed companies.
Ntawm lawv, muaj tag nrho ntawm 144 lub zog cia lithium roj teeb cov lag luam (cov tuam txhab niam txiv, cov tuam txhab koom nrog, thiab cov tuam txhab ceg suav nrog tib lub tuam txhab, yog xam cais, muaj ntau dua 200), ntawm 115 lub tuam txhab muaj peev xwm tsim tau. , thiab 29 tuam txhab uas muag tab tom tsim. Tsev neeg.
The predecessor of Guoxuan Hi-Tech Co., Ltd. was established in May 2006. In 2015, it entered the A-share market through backdoor "Dongyuan Electric". One, the main products include power lithium battery cells and battery packs, lithium iron phosphate cathode materials, etc.
Thaum lub Cuaj Hlis 2014, Dongyuan Electric, uas tau raug ncua rau ntau tshaj tsib lub hlis, tshaj tawm tias Dongyuan Electric yuav tshaj tawm txog 490 lab shares rau cov tswv ntawm Hefei Guoxuan Hi-Tech Power Energy Co., Ltd. Guoxuan Hi{ {3}}Tech paub txog qhov nkhaus uas teev los ntawm Dongyuan Electric, thiab Li Zhen, tus thawj coj ntawm Guoxuan Hi-Tech, yuav dhau los ua tus tswj hwm ntawm lub tuam txhab teev npe. Tom qab qhov kev hloov pauv no, kev tsim khoom thiab muag khoom siv hluav taws xob sib txuas thiab xa tawm, kev lag luam tseem ceeb ntawm Dongyuan Electric, yuav khaws cia.
On November 14, 2017, Guoxuan Hi-Tech announced that the company reviewed and approved the "Proposal on Determining the Company's Allotment Ratio", and the total amount of funds raised should not exceed 3.6 billion yuan, which is planned to be used for the industrialization of the company's new generation of high specific energy power lithium batteries. Projects (including projects in Hefei, Qingdao and Nanjing), an annual output of 10,000 tons of high-nickel ternary cathode materials and 5,000 tons of silicon-based anode materials, an annual output of 210,000 units (sets) of new energy vehicle charging facilities and key components Project, the annual output of 200,000 sets of electric vehicle powertrain control system construction projects, engineering research institute construction projects and other projects.
(1) Lub hwj chim lithium roj teeb
Txij li thaum xyoo 2016, lub tuam txhab tau siv lean ntau lawm, lithium hlau phosphate roj teeb ntawm tes ntau lawm kab tau ua tiav module ntu automation, VDA (German Automobile Industry Association) tus qauv ternary roj teeb ntau lawm tau ua tiav tag nrho - kab ntau lawm, thiab PACK cov kab ntau lawm tau ua tiav siab automation.
Thaum lub Plaub Hlis 2017, qhov project coj los ntawm Hefei Guoxuan Hi-Tech Power Energy Co., Ltd. tau ua tiav hauv kev tshawb fawb thiab kev tsim kho thiab kev sib koom ua ke ntawm kev siv lub zog tshwj xeeb zog lithium- ion roj teeb, thiab tsim cov roj teeb nrog lub zog ntom ntom ntawm 281Wh / Kg thiab 302Wh / Kg. Monomer qauv. Ob lub roj teeb siv silicon-raws li cov ntaub ntawv anode, nrog rau yav dhau los siv siab -nickel cathode cov ntaub ntawv thiab tom kawg siv lithium- cov ntaub ntawv nplua nuj cathode.
On June 9, 2017, Guoxuan Hi-Tech stated that 2017 is a key year for the company's power battery business to shift from lithium iron phosphate batteries to ternary batteries, and from commercial vehicle power batteries to passenger vehicle power batteries. . The company will focus on continuing to promote model development and mass production for passenger car customers, and will further increase the proportion of passenger car power battery business in the next 2-3 years, while matching the rapid technological progress and production capacity enhancement of ternary batteries.
Hais txog lub zog ceev, lub tuam txhab yuav maj mam hloov ntawm NCM111 mus rau NCM622, thiab lub zog ceev ntawm lub xov tooj ntawm tes tuaj yeem ncav cuag 190Wh / Kg.
Thaum Lub Ib Hlis 2018, lub tuam txhab tau txiav txim siab muab lub roj teeb ternary 622 rau thawj tus qauv tsim los ntawm Ford thiab Zotye, nrog rau kev caij nkoj ntawm ntau tshaj 350km.
In terms of battery technology route, it has undertaken the major scientific and technological progress of 300Wh/Kg high energy density of the Ministry of Science and Technology of the People's Republic of China, and has developed ternary 811 soft-pack batteries with an energy density of 302Wh/Kg, and has begun to build a pilot line for related products. It is planned for 2019 The construction of the production line began in 2007.
At the beginning of 2018, Guoxuan Hi-Tech revealed that its existing production line is expected to produce 6.5GWh of power batteries in 2018. In the first half of 2018, a 6-7GWh production line will be constructed and put into operation, of which the Sanyuan 622 production line is 5GWh. Guoxuan Hi-Tech stated that it is expected that the company's power battery output will reach 8-9GWh in 2018, and the company's overall production capacity will reach about 13-14GWh by the end of 2018.
In 2017, the company's ternary power battery installed capacity was about 0.4GWh, accounting for 18.59 percent of the company's total power installed capacity, with a market share of about 2.52 percent ; of which more than 0.3GWh was used in the field of pure electric passenger vehicles.
(2) Lithium roj teeb cathode khoom
Lub hauv paus Lujiang tau dhau los ua ntu tseem ceeb ntawm txoj kev teeb tsa ntawm Guoxuan Hi-Tech. Cov haujlwm tseem ceeb ntawm cov khoom lag luam xws li lithium hlau phosphate cathode cov khoom siv hauv paus nrog cov khoom tsim tawm txhua xyoo ntawm 8,000 tons, thawj zaug -theem 3,000-ton siab{{6 }}nickel ternary cathode cov khoom siv ntau lawm kab, 3GWh fais fab roj teeb project, thiab thawj theem ntawm Hefei Xingyuan 80 lab square meters ntawm ntub diaphragm Hoobkas tau tag nrho nyob rau hauv Guoxuan Hi-Tech Lujiang Base.
Hais txog cov ntaub ntawv cathode, Guoxuan Hi-Tech kuj tseem maj mam paub txog cov ntaub ntawv ternary cathode tom qab paub txog ib feem ntawm tus kheej - muab cov ntaub ntawv lithium hlau phosphate cathode.
As of May 2017, Hefei Guoxuan has a production capacity of 8,000 tons of lithium iron phosphate cathode materials, which can ensure that the company's power battery cathode materials are all produced by itself, without external procurement. The ternary battery cathode material companies are all outsourced, but the company has accelerated the construction of the production line of ternary cathode materials.
Guoxuan Hi-Tech kuj tau nce nyiaj rau 10,000 tons ntawm siab-nickel ternary cathode cov ntaub ntawv thiab 5,000 tons ntawm silicon-raws li cov ntaub ntawv anode . Thawj-theem 3,000-tuj siab-nickel ternary cathode cov khoom siv ntau lawm kab tau muab tso rau hauv lub quarter thib plaub ntawm 2017.
(3) Ternary precursors
MCC Ramu Tshiab Zog Technology Co., Ltd. tau tsim nyob rau hauv lub Cuaj Hli Ntuj 2017. Tuam Tshoj Metallurgical Group Co., Ltd. tuav 31 feem pua ntawm cov shares, Hefei Guoxuan Hi-Tech Power Energy Co., Ltd. tuav 30 feem pua ntawm cov shares, thiab Shenzhen BYD Lithium Battery Co., Ltd. tuav 10 feem pua ntawm cov shares. feem pua, tuav 9 feem pua ntawm cov shares.
Thaum Lub Yim Hli 30, 2017, Guoxuan Hi-Tech Co., Ltd. tau hais tias nws tau kos npe rau daim ntawv cog lus nrog Tuam Tshoj Metallurgical Technology Group Co., Ltd., BYD Co., Ltd., thiab Tangshan Caofeidian Development Investment Group Co., Ltd. los koom ua ke tsim ib lub tuam txhab koom ua lag luam, feem ntau koom nrog lithium - ion roj teeb peb Yuan cathode khoom ua ntej qhov project.
Qhov project tau muab faib ua ob theem ntawm kev tsim kho. Thawj theem ntawm qhov project yog tsim thiab tsim los muab 48,000 tons ntawm NCM523 ternary khoom precursor thiab 48,000 tons ntawm NCM622 ternary khoom precursor, thiab cov zis ntawm ob hom khoom tuaj yeem hloov tau yooj yim raws li kev ua lag luam. Lub sijhawm thib ob ntawm qhov project yuav ntxiv cov kab ntau lawm nrog tib lub peev xwm ua haujlwm.
(4) Lithium roj teeb anode khoom
Nyob rau lub Plaub Hlis 2016, Hefei Guoxuan Battery Materials Co., Ltd. tshaj tawm tsab ntawv tshaj tawm thib ob hauv online ntawm kev ntsuam xyuas ib puag ncig ntawm txoj haujlwm tshiab nrog cov khoom tsim tawm txhua xyoo ntawm 10,000 tons ntawm siab -nickel ternary cathode cov ntaub ntawv thiab 5,000 tons ntawm silicon-raws li anode cov ntaub ntawv.
In April 2017, the project "RD and integrated application of high specific energy power lithium-ion battery" led by Hefei Guoxuan High-tech Power Energy Co., Ltd. has achieved phased progress, and the development has completed energy densities of 281Wh/Kg and 302Wh/Kg samples of battery cells. Both batteries use silicon-based anode materials, with the former using high-nickel cathode materials and the latter using lithium-rich cathode materials.
Thaum lub Tsib Hlis 2017, lub tuam txhab npaj yuav koom tes nrog Shanghai Electric Group Co., Ltd. los tsim Shanghai Electric Guoxuan New Energy Technology Co., Ltd. nrog nws cov peev nyiaj. Kev lag luam kev lag luam ntawm kev sib koom ua lag luam yog kev tshawb fawb thiab kev tsim kho, kev tsim khoom thiab kev muag khoom ntawm lub zog cia roj teeb thiab lawv cov khoom siv, roj teeb tswj kev tswj hwm, kev sib koom ua ke, thiab kev tswj hwm hluav taws xob sib xyaw ua ke raws li cov ntaub ntawv lithium titanate uas tsis zoo electrodes.
Thaum Lub Kaum Hli 1, 2017, Guoxuan Hi-Tech, nyob hauv Lujiang, tau tsim cov khoom siv lithium hlau phosphate cathode tshiab nrog cov khoom tsim tawm txhua xyoo ntawm 10,000 tons, lithium titanate anode cov ntaub ntawv project nrog ib txhua xyoo tso zis ntawm 2,000 tons, thiab ib qho ternary cathode cov ntaub ntawv project nrog ib xyoo tso zis ntawm 3,000 tons.
(5) Lithium roj teeb cais
Thaum Lub Xya Hli 12, 2017, thawj theem ntawm Hefei Xingyuan New Energy Materials Co., Ltd., koom ua lag luam los ntawm Guoxuan Hi-Tech thiab Xingyuan Materials, tau muab tso rau hauv kev ua haujlwm. Tag nrho cov peev ntawm Hefei Xingyuan qhov project yog 3 billion yuan, nrog rau txhua xyoo tsim muaj peev xwm ntawm 500 lab square meters thiab muaj peev xwm ntawm 80 lab square meters nyob rau hauv thawj theem. Cov khoom tseem ceeb yog ntub dej - txheej txheem cais rau siab -kev ua tau zoo zog lithium- ion roj teeb.
