It is reported that the lithium price remains high, and the industrialization process of sodium ion battery, which is regarded as a spare tire, is accelerated.
on September 18th, Midland New Materials (3586.SZ) and Qicai Chemical (3758.SZ) announced on the same day that they had signed a strategic cooperation agreement on the construction of a battery-grade Prussian blue (white) project with an annual output of 18, tons with an investment of 2.5 billion yuan.
Prussian blue (white) is one of the mainstream routes of cathode materials for sodium ion batteries, and both sides indicated that it will boost the development of sodium ion battery industry. Recently, Contemporary Amperex Technology Co., Limited also publicly responded, striving to promote the industrialization of sodium ion batteries in 223.
The secondary market was moved by the wind. On September 19th, the sodium ion battery sector rose, and Qicai Chemical rose by more than 18%. Chuanyi Technology once had a daily limit, and many stocks such as Xinzhoubang, Shandong Zhanggu and Midland New Materials followed suit.
The technical route is not yet unified
According to the data, Midland New Materials mainly uses color masterbatch and melt-blown nonwoven fabrics, and Qicai Chemical is mainly engaged in the research, development, production and sales of high-performance organic pigments and dyes.
Both parties stated in the announcement that Qicai Chemical has the advantages of Prussian blue (white) industrialization technology, cost and environmental protection treatment; Midland New Materials has the production capacity, cost and technical advantages of sodium cyanide, the core raw material of Prussian blue (white) upstream, and it is planned that * * * will jointly contribute to establish a joint venture company, with each holding 5%.
according to the announcement, the two sides will give full play to their respective advantages and establish a deep strategic partnership through industrial technology cooperation and capital cooperation.
Caijing.com contacted Midland New Materials in this regard, and the other party said that it was only an intentional agreement at present, and further information would be announced, so it is not convenient to make a specific reply now.
Caijing. com also called Qicai Chemical. The staff of the company's securities department said that they just learned the news, and the specific cooperation mode has not yet been implemented, mainly by announcement. The company's shareholding company Anshan Huihong has relevant production technology.
In August last year, Colorful Chemical said on the interactive platform that Prussian Blue is one of the main business products of Huihong, with a production capacity of 3, tons/year.
It is understood that Prussian blue was originally used as a pigment and dye, such as Van Gogh's Starry Sky on the Rhone. In the chemical field, Prussian Blue Analogue (PBAs) has excellent electrochemical performance, and has become one of the mainstream cathode materials for sodium ion batteries.
Similar to the dispute of technical routes for cathode materials of lithium batteries, there are also many technical routes for cathode materials of sodium ion batteries, mainly including layered transition metal oxides, polyanionic compounds and Prussian blue analogues. Among them, layered transition metal oxides are similar to lithium ternary materials, and polyanionic compounds are closer to Ferrous lithium phosphate structure.
each of them has its own advantages and disadvantages, and there is no clear leading technical route at present. Liu Jimao, a veteran of new energy, told Caijing. com that the layered oxide has the highest energy density among the three, and its preparation process is mature, with the disadvantage of low stability; Polyanionic compounds have stable structure, but low specific capacity and low conductivity, so it is difficult to produce on a large scale. Prussian blue has obvious cost advantage, but the technical threshold is high.
According to the Northeast Securities Research Report, in the selection of cathode materials for sodium ion batteries, Contemporary Amperex Technology Co., Limited adopts two technical routes: layered oxide and Prussian blue. NatronEnergy company of the United States chooses Prussian blue with high magnification; Layered oxide cathode materials are used by Sinochem Sodium, Hunan Cube and FARADION Company in Britain. Chuanyi Technology adopts layered oxide and polyanionic cathode materials.
Guotai junan securities believes that short-term layered transition metal oxide materials are at the forefront of industrialization, and long-term three-way or parallel development. The synthesis cost of Prussian blue compound is very low, but the fast charging performance is excellent, but the crystal water in the structure is difficult to remove, which has certain security risks. If the limiting factors of the two kinds of materials are improved in the future, it is expected to form a new situation of three pillars and complementary advantages.
Industrialization will be ushered in in p>223
In fact, the research of sodium ion battery is not later than that of lithium ion battery. Its battery principle and structure are the same as that of lithium battery, and its main structure includes positive electrode, negative electrode, current collector, electrolyte and diaphragm. Under the background that the price of lithium continues to exceed expectations, the industry is actively looking for alternatives, and sodium ion batteries regain market attention by virtue of their cost advantages.
From the perspective of raw material reserves, sodium resources are very rich. Compared with the current lithium price of over 5, yuan/ton, the price of 1 ton of sodium carbonate is only 2,-3, yuan. Battery companies including Contemporary Amperex Technology Co., Limited and Sinochem Sodium have increased their research and development and industrialization of sodium batteries.
but the other side of the coin is. In addition to being cheap, other performances of sodium ion batteries are lost to lithium batteries. Wang Chaoyang, president of the Institute of Battery and Energy Storage, once compared the sodium ion battery to a spare tire, pointing out that its energy density is not too high, and the production cost is not necessarily low because of the lack of supply chain.
another basic fact is that, with favorable policies and market attention, the industrial chain of sodium ion battery is accelerating to improve, laying the foundation for its subsequent commercial application, and the spare tire is expected to accelerate to turn positive.
For example, Rongbai Technology once predicted that the cathode materials of sodium batteries will be mass-produced in a month of 1 tons or even hundreds of tons next year. The company plans to produce 36, tons/year of cathode materials of sodium batteries in 223 and 1, tons/year in 225.
Zhongke Haina plans to expand the production line of anode and cathode materials for 1GWh sodium ion battery in Huayang Co., Ltd.; Cooperate with polyfluoride in electrolyte. Sodium Innovation Energy plans to put into production 3, tons of cathode materials and 5, tons of electrolyte in 222, and build 8, tons of cathode materials and supporting electrolyte production lines by stages in the next 3-5 years.
According to The Paper, Contemporary Amperex Technology Co., Limited is committed to promoting the industrialization of sodium ion batteries in 223, including not only the mass production of batteries, but also the establishment of the upstream industrial chain. The batteries can be used in electric vehicles and energy storage power stations respectively.
there should be more next year. Some people in the new energy industry told Caijing. com that sodium batteries will replace some lithium batteries from energy storage, two-wheeled and some passenger cars.
Another person in the new energy industry who did not want to be named told Caijing. com that sodium ion battery technology may be deployed in 223. According to the rumored huge cost-saving space, sodium ion batteries may be the killer weapon for new energy vehicles to end oil vehicles.
Industrial Securities predicts that the supporting industrial chain of sodium ion batteries will be initially formed in 223. When all links in the industrial chain are in place, the production cost of sodium ion batteries will have obvious advantages compared with Ferrous lithium phosphate.