As of the close of early trading on May 25th, China Tobacco Chemical (600328. SH), one of the concept stocks, reported 10.68 yuan, up more than 6%, up more than 16% compared with last Friday. Sanyang shares (002580. Battery and energy storage product manufacturer SZ) reported 6.77 yuan, up more than 6%, up nearly 17% from last Friday.
The popularity of the concept of nano-ion battery stems from a recent speech by Zeng Yuquan, chairman of Contemporary Amp Technology Co., Ltd. at the company's shareholders' meeting.
Cailian reported on May 2 1 Zeng Yuquan revealed at the meeting that Contemporary Ampere Technology Co., Ltd. will release sodium ion batteries around July this year. Because it is a new product, sodium ion battery may be more expensive than lithium ion battery. Contemporary Ampere Technology Co., Ltd. invested in the 2 1C Innovation Laboratory last year, and has set the research and development of the next generation batteries such as sodium ion batteries as the short-term research direction of the laboratory.
The principle of sodium ion battery is similar to that of lithium battery, which relies on the reversible migration of sodium ions between the positive electrode and the negative electrode to realize the charging and discharging of the battery.
According to the analysis of Zhongtai Securities Research Institute, the energy density of sodium ion batteries is low, and the future application scenarios may mainly focus on energy storage, low-speed new energy vehicles and low-power fields. Lithium-ion battery is still the mainstream technical route of new energy vehicle batteries.
According to the agency report, the energy density of lithium battery can reach 150-250Wh/kg, and the cycle life is more than 3000 times. Under the existing material system, the energy density of sodium ion battery is 100- 150Wh/kg, and the cycle life is about 2000 times.
Nano-ion batteries were not born, and the research on this technology began in the 1970s. Zhongke Haina Technology Co., Ltd. (hereinafter referred to as Zhongke Haina), a domestic sodium ion battery manufacturer, once said that as of last year, more than 20 enterprises around the world had been engaged in the research and development and industrialization of sodium ion batteries.
In official website, Zhongke Haina said that in 20 17 years, the company has installed sodium ion batteries on electric bicycles. At present, this technology has been applied in low-speed vehicles, two-wheeled vehicles, 5G base stations and other fields. In March this year, the company completed a series of financing of 1 100 million yuan to build a production line with an annual output of 2,000 tons of anode and cathode materials for sodium ion batteries.
Zhongke Haina said that compared with the current mainstream lithium-ion batteries, the advantages of unlimited resources and low cost make sodium ion batteries an important alternative path for large-scale energy storage.
According to Zeng Yuqun's statement at the shareholders' meeting, the plan of contemporary Ampere Technology Co., Ltd. to launch sodium ion batteries is closely related to the recent increase in the price of battery raw materials.
He mentioned: "In the past, the price of cobalt was fierce, so we tried our best to develop cobalt-free batteries. What if the nickel explodes again? " We will make a nickel-free battery. "
Zeng Yuqun said that if the price of lithium continues to rise, lithium can also be excluded from raw materials, and its way is sodium ion batteries.
"How do you fry a sodium? I don't think sodium chloride can be fried, (because) there is a lot of salt? " He said this at the shareholders' meeting. Metal materials such as cobalt, nickel and lithium are all important raw materials for lithium ion batteries.
According to statistics of Xinyi Lithium Battery, the price of battery-grade lithium hydroxide today is 87,500 yuan per ton, up 53% in four months. The price of battery-grade lithium carbonate today is 88,000 yuan/ton, which has also increased by more than 20% in four months.
Last week, it was reported by the media that in order to reflect the rising cost of raw materials, Contemporary Ampere Technology Co., Ltd. planned to increase the quotation of lithium iron phosphate battery by 65,438+00%.
At the investor exchange meeting held by Contemporary Amperex Technology Co., Ltd. this month, Zheng Shu, the company's financial director, responded to the price increase of raw materials, saying that the price increase of the company's main metal materials has put some pressure on the cost side, and will mainly optimize product design and manufacturing, and reach in-depth cooperation with the industrial chain to reduce production costs and raw material costs.
In April this year, Contemporary Ampere Technology Co., Ltd. and Luoyang Molybdenum Industry (603993. SH/03993。 HK), the world's second largest producer of cobalt metal, also announced that the two sides have reached an all-round strategic cooperation in the field of new energy metal resources, and the cooperation is valid for ten years.
In addition to cobalt resources development, the two sides will also strengthen cooperation in nickel resources development, nickel metal smelting and processing, and lithium resources acquisition, merger and investment development at home and abroad.
Contemporary Ampere Technology Co., Ltd. sold 46.84 GWh of lithium-ion batteries last year, which is the company's main source of income. According to the statistics of South Korea's new energy analysis organization SNE, Contemporary Ampere Technology Co., Ltd. has become the world's largest power battery enterprise for the fourth consecutive year.