According to Xinyi's statistics, the output of 12 lithium manganate manufacturers in China in the first half of this year totaled 18,450 tons, up about 25% year-on-year; the total domestic production of lithium manganate is expected to reach 55,000 tons this year, up 57% year-on-year. It is believed that under the dual role of subsidies for new energy vehicles and market promotion, the price advantage of lithium manganate will be highlighted in the three major lithium battery systems, and enterprises will promote the development of medium and high-end lithium manganate batteries.
The price advantage is obvious
In the three-power lithium battery system of ternary lithium, lithium manganate and lithium iron phosphate, the price advantage of lithium manganate is more obvious. Since the beginning of this year, the price of ternary lithium material has experienced a certain decline after experiencing the soaring price of cobalt. However, the dynamic materials are still at a high level; although the price of lithium manganate is limited by the environmental protection of manganese dioxide, the price of raw materials is rising rapidly, but compared with the rate of decline in the price of lithium carbonate, the cost of lithium manganate is less variable, high-end power The type is only about 60,000 yuan / ton.
Since the beginning of this year, the domestic market price of lithium manganate has been mainly stable. The price of ordinary capacity lithium manganate is about 50,000 yuan/ton, and the price of medium and high-end is between 60,000 yuan and 70,000 yuan/ton. The price of lithium is 65,000 yuan - 80,000 yuan / ton.
With the increasing amount of ternary materials in the field of power batteries, lithium manganate has gradually surpassed the market share of lithium iron phosphate with its high energy density, but its safety and cycle performance still restrict its further development.
Experts believe that the current energy density of lithium manganese oxide batteries for pure electric buses is more than 115 wh/kg, and the energy density is gradually improved. Under the dual requirements of energy density and fast charge performance, lithium manganate batteries With the power performance, discharge rate performance, low temperature performance, high voltage frequency characteristics can also fully meet market demand.
To the high-end development
Under the dual role of subsidies for new energy vehicles and market promotion, the most common application of lithium manganate to pure electric bus models is Beiqi New Energy, followed by Xiamen Jinlong and CSR. In addition, Zhongtong Bus, Yutong Bus, Yangzijiang, Ankai Bus, Shenlong, Yaxing Bus, etc. all began to use lithium manganate in pure electric bus models.
Since the second half of last year, many lithium manganate enterprises have expanded their production capacity, such as Hunan Haili, CITIC Dameng, Hebei Qiangeng, Zhongtian Light Source, Tianjin Tongyi, etc., and products have also been in the middle, high-end power lithium manganate Development. At present, there are nearly 20 lithium manganate enterprises with an annual output of more than 1,000 tons. With the replenishment effect of new energy vehicles this year, and the rapid advancement of lithium manganate technology, the product will gradually receive the car. The favor of enterprises.
Feng Xiao, chairman of Xingheng Power, believes that manganese batteries are one of the most suitable choices in the future electric vehicle field. Xingheng Power will adhere to the application of manganese batteries in commercial vehicles, especially in logistics vehicles.
There are also listed companies to expand the original lithium iron phosphate battery project to the direction of lithium manganate. Golden Eagle shares previously said on the interactive platform that the company is actively adjusting the original lithium iron phosphate battery project to the direction of lithium manganate.
The industry believes that if lithium manganate can maintain its original advantages, and through technological innovation, increase cycle times, increase capacity, enhance high and low temperature performance, etc., will have a place in the new energy market segment.
