Filed under: battery news — bestbattery09 at 6:28 am on Monday, November 9, 2009  Tagged Business Notebook nx7400, Latitude D510, TravelMate 290, VGP-BPS2B 1, the materials industry of lithium and analysis of corporate status quo</SPAN>
The lithium batteries can be divided into electrode (positive / negative) materials, separator and electrolyte. Material for Li-ion Laptop batterycathode is at the heart of the current cobalt oxide lithium, lithium manganese, lithium and nickel-cobalt-manganese-based lithium iron phosphate. Ze Yi graphite anode material, solid particles of carbon-based, amid the positive and negative electrodes while the electrolyte and battery separator.
In the industry chain of the lithium battery, comparing the current capacity, because of high barriers to entry, the material of lithium battery cathode is the smallest capacity, which is the string industry as a whole, the most promising aspect. Cathode materials currently in production companies are: China Baoan, CITIC Anhée Shanshangufen, BYD.
Compared to the cathode material, anode material for the costs of lithium represent the proportion of low and domestic-oriented industries has been achieved, the negative electrode materials, graphite, solid particles of carbon-based . Currently engaged in the business of lithium TravelMate 290 batterycathode material production in China, the top three national security Shanshangufen, Long Sand sea lift capacity, the anode material now able to basically meet the needs of domestic market but with the growing popularity of vehicles, new energy, the future market for it is a huge gap in demand occur.
Manufacturers of household batteries supporting electrolyte has been performed mainly at national level. The main raw materials for lithium hexafluorophosphate electrolyte, which represents about 50% of the cost of the electrolyte, its production cost is 10 yuan / ton, the price of 40 yuan / ton, gross margin reached 75% but the market was largely Electric Kanto Chemical Industry, SUTERAKEMIFA, Morita chemistry, several Japanese companies a monopoly.
Divide the Department of Li-ion materials technology, barriers to higher value-added material, the gross margin is generally 70% or more, which represents 20-30% of the cost of lithium batteries. Under the terms of a car can be used in 1000-2000 m2 membrane. Divide the market is currently a severe shortage of supply, more dependent on imports, the market dominated by Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard dominate. Membrane-type “high-tech features high capital, and the project cycle is very long, enthusiastic risk of higher capital to invest in domestic companies is not high. Currently, domestic firms capable of producing membrane-star single technology source, Jinhui High-Tech two technologies are relatively mature.
2, lithium VGP-BPS2B battery materials, the development prospects
According to the Investment Advisor “issued by the new energy vehicles in China during the 2008-2010 Industry Analysis and Investment Consulting report” shows that the situation of energy resources of China and the development trend of international automotive technology is expected by 2012, annual production will reach a new energy vehicles to 1 million, while the projections, by 2025, China accounted for holdings regular gasoline vehicles and cars will be only d ‘about 50%, and advanced diesel and gas vehicles, bio-fuel vehicles such as the rapid development of new energy vehicles will be. 
The future of new energy vehicles, instead of the traditional tendency of the automobile will become a necessity, lithium batteries power as new  阅读全文>>