With the introduction of new energy vehicle subsidy policies, ternary batteries will usher in explosive growth. Therefore, the ternary battery has become an important position for the strategic layout of lithium-ion enterprises. Many domestic and foreign lithium-ion enterprises have actively expanded the construction of ternary battery projects and seized market share.

The demand for ternary batteries is booming and the market potential is huge.

Driven by the policy, the current market structure of new energy vehicles has changed. The proportion of new energy passenger vehicles and new energy special vehicles has gradually increased, while the new energy passenger vehicles and new energy special vehicles are mainly based on ternary batteries. It is foreseeable that the demand for ternary batteries will show a rapid growth in the future. According to the above forecast of production of passenger cars and special vehicles, it is assumed that the average EV and PHEV passenger cars need 22Kwh per battery, and the average electric vehicle is 18Kwh. It is expected that the ternary battery will exceed 49Gwh in 2018. From the composition of power lithium battery production in 2015, lithium iron phosphate battery accounts for more than 69%. According to forecasts, although by 2018, the proportion of ternary battery production will surpass the iron system, reaching 36.50 Gwh, it is still difficult to meet downstream demand.

The upgrade of the power battery system in 2017 will be prominent in the field of ternary lithium batteries, and the high-nickel ternary/silicon-carbon anode system will become the focus of R&D and production of various companies in 2017. In fact, the development and production of high-nickel ternary batteries in 2016 has been “the trend of the original”. Compared with lithium iron phosphate and low-nickel ternary materials, high-nickel ternary materials have a greater specific energy advantage due to the higher proportion of nickel. High-nickel NCA (nickel-cobalt-aluminum), NCM622 and NCM811 are the most important development directions for ternary power batteries. Therefore, the starting point study (SPIR) predicts that the price of ternary materials will increase significantly in 2017, with a growth rate of more than 20%.

Three-dimensional battery has become an important position for the strategic layout of lithium-ion enterprises

According to estimates, the demand for ternary batteries in 2020 can reach 55.4GWh (including passenger cars) or 50.5GWh (excluding passenger cars), which is 11.6 times or 10.5 times higher than that in 2015. At present, ternary batteries have become an important position for the strategic layout of lithium-ion enterprises. Although in the first half of last year, due to the "three yuan battery ban" policy, lithium-ion enterprises have adopted a conservative attitude in the production of ternary batteries, slowing down the pace of ternary battery projects. However, in the catalogue of the "Automobile Power Battery Industry Standard Conditions" published by the Ministry of Industry and Information Technology (the fourth batch), 21 companies in 32 companies have ternary batteries, and were subsequently banned by "three yuan batteries" and subsidies for new energy vehicles. Double impact, domestic and foreign lithium battery companies have laid out the ternary battery market, grabbing the market share of ternary batteries.

BYD <br style="padding: 0px; margin: 0px;"> BYD is the world's second largest and largest domestic power battery manufacturer. It has always adhered to the technical route of lithium iron phosphate battery and is the leader of the global lithium iron phosphate battery technology. By. Now BYD has also begun to lay out large-scale ternary lithium batteries. According to BYD's secretaries, Li Wei, BYD will expand the layout of ternary lithium batteries in the future. In 2016, BYD expects to have a battery capacity of 10GWH and a new ternary battery of 5-6GWH in 2017.

Ningde era

The Ningde era has been committed to introducing innovative products and technologies that are faster, safer and more efficient. In addition to fast-charge batteries, in the case of high-energy-density batteries, the technical plan for the Ningde era is to achieve a battery energy density of 300 Wh/kg before 2020. After 2025, there is a plan to further increase the energy density. A person in charge of the Ningde era revealed to the media that the company's lithium iron phosphate and ternary capacity accounted for about 2:1, and will gradually tend to 1:1 in the next two years.

Guoxuan Hi-Tech

Guoxuan Hi-Tech realized strategic transfer and launched a ternary lithium battery. It announced on November 15, 2016 that the company intends to issue no more than 115 million shares to eight specific investors at the issue price of 31.18 yuan/share. The total amount of funds to be raised will not exceed 3.6 billion yuan, and the fundraising will be invested in a new generation of high-energy-power lithium battery industrialization projects.

The projects invested by the raised funds are: Hefei Guoxuan annual production of 600 million Ah high-power lithium battery industrialization project, Qingdao Guoxuan annual production of 300 million Ah high power lithium battery industrialization project, Nanjing Guoxuan annual output 3 Billion Ah high-power lithium battery industrialization project, and annual production of 10,000 tons of high-nickel ternary cathode material and 5,000 tons of silicon-based anode material industrialization project, with an annual output of 210,000 sets (sets) of new energy vehicle charging facilities and key zero Component projects, an annual output of 200,000 sets of electric vehicle powertrain control system construction projects, engineering research institute construction projects, etc.

In the 1.2 billion Ah high-energy-power lithium battery industrialization project in Hefei, Qingdao and Nanjing, the ternary lithium battery for new energy passenger vehicles will occupy an important proportion, and the annual output will be 10,000 tons. The high-nickel ternary cathode material and 5,000 tons of silicon-based anode material industrialization projects will match the 5G watt-hour ternary lithium battery.

Subsequently, Guoxuan Hi-Tech Qingdao Company officially put into operation the 1GWH ternary lithium battery production line. The ternary high-energy lithium battery produced by the 1GWH ternary lithium battery production line will be specially designed for Beiqi New Energy Vehicle.

Chengfei integration

On December 29, Chengfei Integrated announced that AVIC Lithium (Jiangsu) Co., Ltd. plans to start the second phase of the industrial park construction project. The total investment scale of the project is 437.34 million yuan, and a lithium-ion battery production line with an annual output of 5 billion watts of ternary materials will be built.

Huayou Cobalt Industry

Huayou Cobalt Co., Ltd., a wholly-owned subsidiary of Zhangzhou Huayou Cobalt New Materials Co., Ltd., completed the equity partnership partnership with Zhangzhou Huahai New Energy Technology Industry Co., Ltd. on September 2, 2016 with Zhejiang Qiandongbu Fund Management Co., Ltd. The signing of the partnership agreement and the supplementary agreement is to jointly establish the Zhangzhou Huahai New Energy Technology Industry Equity Investment Partnership (Limited Partnership) with a view to implementing the company's new energy development strategy. The Huahai New Energy Industry Fund, which was established this time, will invest in the project of Zhangzhou Huahai New Energy Technology Co., Ltd., which mainly builds a ternary precursor production line.

Zhuoneng

On January 9th, the off-line ceremony of the 5 billion Anshi Power Battery 2 standard project of Guangxi Zhuoneng New Energy Technology Co., Ltd., a subsidiary of Zhuoneng Co., Ltd., and the signing ceremony of the strategic cooperation with Guangxi Yuanzheng New Energy Automobile Co., Ltd. were successfully held. It is understood that the expansion of the 5 billion ampere ternary power battery project is the entire capacity planning of Zhuoneng's base in Guangxi, covering a total area of ​​about 2,000 acres, a total of three phases of construction, the first phase has been implemented 450 acres of land .

Yufu shares

Yufu shares announced on November 26, 2016 that in order to further promote the development of power battery enterprise Zhihang new energy, expand its production scale, and build a new production line, the company plans to increase the capital of Zhitai New Energy by 204 million yuan. 49% of the other shareholders of New Energy intend to increase the capital of Zhiyang New Energy by 196 million yuan, and the total amount of the two will increase by 400 million yuan. According to the data, Zhihang New Energy specializes in the design, research and development, production, sales and service of ternary power lithium batteries for new energy vehicles.

Greene

GEM announced on January 10 that in order to rapidly expand the technology and commercialization of NCA's new generation of ternary power materials, and promote the technical level of the company's ternary power battery material industry chain and international standards, the company's wholly-owned subsidiary Jingmen City, GEM products limited The company and ECOPRO Co., Ltd. jointly funded the establishment of a joint venture company in Jingmen, Hubei and Pohang, Gyeongsangbuk-do, Korea, and signed the Gemme and ECOPRO Sino-foreign joint venture contract and Shareholders Agreement on January 6, 2017. .

According to the announcement, Jingmen JV will develop, produce and sell active material precursors for ternary materials (NCA) for power batteries. The initial target is to achieve NCB of not less than 10,000 tons of NCA ternary materials in 2017. The production capacity of the precursors will expand the scale of production in the future according to the needs of the global market.

In fact, as early as 2016, GEM has stepped up the layout of ternary batteries, and its subsidiary Jingmen GEM and its subsidiary Jiangsu Kailik achieved full control of Yuyao Xingyou Metal in July. Xingyou Metal has an annual production capacity of 4,000 tons of nickel-cobalt-manganese (NCM) ternary power battery material production line, with reliable advanced technology and mature market system. On October 20, GEM and Bonp Group signed the “Strategic Cooperation Agreement for Entrusted Processing of Cathode Materials for Precursor Materials”. The contract period is from October 1, 2016 to September 30, 2021. The contract is marked with nickel-cobalt-manganese hydroxide ( The precursor of the ternary positive electrode material), the target amount is about 700 million yuan / year, further enhancing the market share of GEM in the domestic high-end new energy vehicles and vehicle power battery materials.

Kenrui Woneng

At the beginning of February 2017, Jianruiwo said in an investigation of investment institutions that the market has been dominated by lithium iron phosphate in recent years, and the opening of ternary materials began in 2017. There is no need to argue about the specific technical route, and it has its own merits in terms of specific models. Although we are currently lithium iron phosphate, we have always placed product safety first, and there are layouts in ternary materials. We have been researching and developing products. It is expected that small quantities will be put into production in 2017.

Real association

The company said that the company plans to expand a total of five battery production lines including ternary in 2017. It is estimated that the total production capacity in 2017 will be 1.0-1.2 billion Wh. Established in 2012, Shilian Changyi is a state-level high-tech enterprise with independent intellectual property rights core technology, specializing in R&D, production and sales of lithium-ion battery technology, and officially passed ISO/TS16949:2009 certification. The company's main power-type, energy storage lithium battery, currently mainly based on lithium iron phosphate battery, with 109 research and development personnel. Under the established general direction of the three-electricity line, the future battery route of the company will be adjusted accordingly with changes in policies and markets.

Zhonghe shares

In January 2017, Zhonghe shares said that the production capacity of the subsidiary Shenzhen Shenjiao Sanyuan Power Battery cathode material is 1,500 tons/year in Shandong Linyi Base and 3,500 tons/year in Lianyungang Base. It is still in trial production.

Hengdian East Magnetic

On August 26, 2016, Hengdian East Magnetic announced that the company plans to invest 3 billion yuan to invest in a 6GWh high-capacity lithium-ion power battery project. This is after the investment of more than 400 million yuan in December 2015 to build 100 million high-capacity lithium-ion battery production lines of 18650 type, Hengdian East Magnetic once again added a focus on the ternary lithium battery.

According to the announcement, Hengdian East Magnetic plans to add 10 high-capacity lithium-ion power battery production lines, 5 modular automated assembly lines, and 1999 sets/sets of various production and testing equipment to achieve an annual output of 6GWh high-capacity lithium. The production capacity of ion power batteries, including 150,000 sets of passenger car battery system integration products and 20,000 sets of commercial vehicle battery system integration products.

Smart energy

On the evening of August 10, 2016, Smart Energy disclosed a fixed plan of 3.114 billion yuan to expand the production line of high-end ternary lithium battery. According to the plan, the total amount of funds raised by the company will not exceed 3.14 billion yuan, of which 2.514 billion yuan will be used for the R&D and industrialization project of high energy density power storage lithium battery with an annual output of 3G watt hours in Far East Foster New Energy Co., Ltd. The total investment of the project is 3.889 billion yuan. The company will expand the 3Gwh three-element cylindrical lithium battery production line in two phases. The infrastructure + equipment investment will exceed 2.5 billion yuan, and the average 1Gwh investment will be 830 million yuan.

Bangpu Group

In June 2016, the Bangpu Group invested 1.226 billion yuan to build an annual production of 35,000 tons of ternary precursor project. Bangpu's annual production of 35,000 tons of ternary precursor project is planned to cover an area of ​​450 mu. It will be completed and put into operation within 1.5 years, and will be put into production within 3 years. After the production, the annual disposal of used batteries will be 100,000 tons, and the annual output of ternary precursors will be 35,000 tons. With an annual output value of more than 2.5 billion, it can generate annual tax revenue of more than 135 million.

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