On January 15th, the Ministry of Industry and Information Technology released the list of companies that meet the "Lithium-ion battery industry regulatory conditions" (second batch), Duodu, Xinwangda, National Energy Battery, Nugget Power, Zhongxing Power, Zhonghang Lithium, etc. 18 Lithium companies entered the list.
A number of energy storage battery companies were selected
Divided by product type, 7 companies are producing energy-storage battery companies and 6 companies are producing consumer-type battery companies. Shanghai DeLong Power Battery Co., Ltd. also produces energy storage batteries and consumer batteries. The rest are electrolytes, anode and cathode materials, diaphragm manufacturers.
In August 2015, in order to strengthen the management of the lithium-ion battery industry and guide the industrial transformation and upgrading, the Ministry of Industry and Information Technology issued the "Lithium-ion battery industry regulatory conditions" (referred to as "regulatory conditions"), and established a "threshold" for the company's production scale, including: The annual battery production capacity is not less than 100 million watt-hours; the annual production capacity of cathode material is not less than 2,000 tons; the annual production capacity of anode material is not less than 2,000 tons; the annual production capacity of diaphragm is not less than 20 million square meters; and the annual production capacity of electrolyte is not less than 2,000. Tons, electrolyte capacity not less than 500 tons. The actual output of the company in the previous year was not less than 50% of the actual production capacity.
On April 17, 2017, the Ministry of Industry and Information Technology announced the list of companies that meet the "Lithium-ion battery industry regulatory conditions" (first batch), and eight companies were selected. Among them, Ningde Times New Energy Technology Co., Ltd. was selected as the only energy storage battery company.
It is worth noting that in the second batch of companies, the number of energy storage battery companies exceeds that of consumer battery companies. According to industry analysts, this is closely related to the rapid development of new energy vehicles.
According to the data from the China Automobile Association, in 2017, the production and sales of new energy vehicles reached 774,000 vehicles and 777,000 vehicles, respectively, an increase of 53.8% and 53.3% year-on-year respectively. With the further development of the new energy automobile industry, the proportion of energy storage batteries will further increase.
Lithium-ion battery technology breakthrough
Recently, several companies have made breakthroughs in lithium-ion battery-related technologies.
Lanxiao Technology announced on January 15 that the company and the Shaanxi Provincial Membrane Separation Technology Research Institute Co., Ltd. undertook the Qinghai Cold Lake 100t/a lithium carbonate project to complete production line commissioning and produced high-purity lithium carbonate. The success of the project marks the company's industrialization of the core technologies for the extraction of lithium from salt lake brines, processes and systems. The company stated that the industrialization of lithium absorption technology is one of the new important growth points of the company's metal sector and is a good start for the company to expand its application in the new energy sector.
Jiang Te Motor recently accepted an agency survey and said that the company’s lithium carbonate production line currently produces more than 10 tons per day, and the new production line is scheduled to be completed in the first half of this year. The company's lithium mica to extract lithium carbonate costs about 70,000 yuan per ton, and there are more than 10 battery grade lithium carbonate users. With the company's mining and mineral processing project put into operation, and the gradual release of lithium carbonate production capacity, it is expected that the mining industry will account for the largest proportion in the annual sales in 2018.
Analysts in the power equipment industry told the China Securities Journal that the subsidies for downstream new energy vehicles have fallen, the cost of lithium and cobalt in the upper reaches has increased, and the core industry in the middle reaches has been squeezed. The breakthrough in lithium extraction from salt lakes will, to some extent, ease the tight supply of raw materials.
Source: China Securities News · Zhongzheng Wang Author: Cui small millet
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