Supported by the new subsidy policy and the rising demand for battery life in the consumer market, ternary material batteries with significant advantages in energy density are generally favored by the market. From 2016 to 2017, ternary materials have gone from confusion to chasing sticks, In the passenger car market glow, and because of the use of lithium iron phosphate in the positioning of the bus more clearly, the output slowed significantly.
According to the statistics of Xinxun, the output of ternary materials and lithium iron phosphate in 2017 was 131,200 tons and 74,400 tons respectively, up by 102% and 0% respectively over the same period of last year.
The rapid expansion of the ternary materials, the manufacturers in 2018 and what products will gain market competitive advantage?
The breakthrough of cruising mileage is one of the main directions of new energy vehicles, which will put forward higher requirements on the energy density of the power battery.High nickel ternary positive electrode material has higher energy density and is the mainstream of future technology development and is expected to be This round of new energy vehicles continue to benefit from the market.
As we all know, ternary cathode material of high nickel and low cobalt in improving the battery energy density, reduce material costs and so has obvious advantages, but the safety and stability problems are more prominent.But the domestic power battery industry chain has been an early leader Start layout high nickel market.
First, more than 50% of the technical content of ternary materials is contained in the precursor, and the development of high-nickel ternary materials can not be separated from the promotion of high-nickel ternary precursors. Taking Zhongwei Technology, a representative of ternary precursors, as an example , The company succeeded in mass production of power-type high-nickel ternary precursors in 2016 and started to export to Japan and South Korea in the second half of 2016. It won the title of crown from January to October 2017 to maintain the domestic sales of ternary precursors First (part of the bonded area processing trade enterprises do not participate in the rankings.) Guizhou Zhongwei is the source of advanced technology and stable quality to conquer the overseas customers and ternary material manufacturers from the point of view, Ningbo Jinhe, the 622 Type or even type 811 have been mass production, and the quality of stability, access to praise in the market, followed by the following:
In addition, Tianjin Bamo, Cologne, Henan and other enterprises have also laid out.
In the downstream power battery manufacturers, Guoxuan Hi-Tech's existing production line is expected to produce 6.5GWh of power battery by 2018. In addition, in the first half of 2018, the company will also build 6-7GWh production line and put into operation gradually, of which, the Sanxing 622 line 5GWh and the company takes into account the cost of cobalt, will continue to increase the battery energy density and the proportion of ternary cathode nickel content, thereby reducing the amount of cobalt metal per kwh battery .Sales of three yuan 622 battery products this year, the cathode material of nickel Cobalt and manganese three metal ratio has reached 6.5: 1.5: 2.
Thus, with the triple battery safety improved and process evolution, the trend of high-nickel ternary materials, the mainstream manufacturers of all ternary materials in 2018 will be a fierce competition in the high-nickel market!
