Source: China Battery Magazine - China Battery Network
Read: In CATL, Silver Long new energy, BYD and other large lithium power plant lithium equipment tender promotion, the market orders are expected to improve. According to reports, a number of companies 2018-2020 new production capacity of more than 150GWh, a total demand of 60 billion devices.
Xiamen Tungsten and North Rare Earth signed strategic cooperation framework agreement.
Xiamen Tungsten 1 evening notice, the company signed with the North Rare Earth strategic cooperation framework agreement, both parties are China's large rare earth enterprise groups in the south and north of the rare earth product structure has a good complementarity, the two sides decided to cooperate in the management of rare earth products, Supply security and other aspects of cooperation, including the protection of cooperation in the supply of rare earth products, hydrogen storage materials industry cooperation, cooperation of lanthanum cerium praseodymium neodymium metal, research and development and management cooperation and cooperation of rare earth group and so on. The cooperation between both parties will help maintain the stability of rare earth market and promote the healthy development of rare earth industry.
BYD: To divest automobile seat business Focus on vehicle business
BYD announced on the evening of the 31st, the controlling subsidiary of BYD Automotive Industry Co., Ltd. to be with Faurecia (China) Investment Co., Ltd. joint venture set up Shenzhen Faurecia Auto Parts Co., Ltd.. The registered capital of the joint venture is tentatively RMB760 million, of which BYD Industry should invest RMB228 million in cash or 30% of the registered capital. FAURECIA should invest RMB532 million in cash, accounting for 70% of the registered capital %. After the establishment of the joint venture, it will acquire BYD Industry's existing car seat business and BYD will divest its car seat business. This cooperation is the first attempt of BYD to spin off and integrate the auto parts business, which will help reduce the asset burden and focus on the vehicle business. Meanwhile, the sale of car seats business will also bring a one-time return to the company.
Chinese Academy of Sciences Suzhou Nano Institute: Invention invented lithium-sulfur battery cathode material new technology
Recently, CAS Chenzhou mammoth team made progress in the research of lithium-sulfur batteries. Relevant achievements were published in "Nature - Communication" magazine.
Conventional coating strategy is to prepare a coating outside the sulfur cathode material particles, and then the material is prepared as a positive electrode and assembled with the electrolyte and the like into a battery. However, the conventional coating strategy has an insurmountable contradiction: if the material particles are covered with a perfect coating before assembling the battery, the electrolyte is hard to diffuse into the material, causing the internal sulfur to fail to participate in the charging and discharging process. If the material is not Perfectly coated, the intermediate product of polysulfide during charging and discharging will still diffuse out of the positive electrode material, resulting in the shuttle effect.
To do this, the researchers pre-engineered the carbon / sulfur composite particles into an imperfect pore-containing pre-coating and assembled the positive electrode made from this material into an electrolyte with a special additive. While the electrolyte infiltrates the carbon / sulfur particles, the additive reacts with the pre-coating to form a dense coating in situ on the exterior of the particles.
The research shows that the coulombic efficiency and cycle life of the lithium-sulfur batteries adopting the new coating strategy are significantly improved, and the assembled batteries exhibit excellent cycle stability under high discharge rate conditions.
Lithium battery equipment bidding season approaching industry leaders to share billions of orders
According to media reports, the fourth quarter ushered in the tender season of lithium equipment orders, the current CATL, SAIC, Lishen and other power battery companies have started the tender process. In CATL, Silver Long new energy, BYD and other large-scale lithium power plant lithium equipment bidding promotion season, the market orders are expected to improve. According to reports, a number of companies 2018-2020 new production capacity of more than 150GWh, a total demand of 60 billion devices.
The industry said that the domestic supply pattern of lithium power plants gradually clear, Matthew effect gradually revealed. The market share of the top 5 lithium power plants has been continuously increasing. The market share of 2015-2017Q1 is 59%, 68% and 74%, respectively. The strong Hengqiang pattern has been gradually established. Reference to overseas experience, the Japanese battery factory and equipment factory to maintain joint research and development model, this path will be learned from, lithium equipment companies will benefit from the joint development with manufacturers, path dependence, further enhance competitiveness. Binding downstream lithium battery manufacturers, the formation of a competitive advantage of the industrial chain equipment company is expected to get most of the orders.
