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1.LiFSI, as the solute lithium salt of electrolyte, has the advantages of high conductivity, high chemical stability and high thermal stability, which is more suitable for the development direction of high performance, wide temperature and high safety lithium batteries in the future, and is the next generation lithium battery lithium salt that is most likely to partially replace LiPF6.
2. After nearly 10 years of process exploration, the selection of LiFSI process route by global head suppliers is gradually coming to an end. We expect that LiFSI will gradually enter the stage of industrial introduction and demand explosion in the next five years. In 2025, the global demand for LiFSI is expected to reach 1.29 1 10,000 tons, and the market space can reach 30-40 billion yuan, with broad development prospects.
3. It is suggested to pay attention to two main investment lines: for companies with advantages in patent technology layout, current synthesis cost and future capacity planning of 1)LiFSI synthesis main rail, it is suggested to pay attention to Tianci Materials, Xinzhubang, Polyfluoride and Yongtai Technology. The outbreak of LiFS demand will drive the rapid expansion of demand for core raw materials such as thionyl chloride, film-forming additives and current collector protection additives, and pay attention to Kaisheng new materials related to film-forming additives, suppliers related to thionyl chloride, Yongtai Technology and Aoke.
4.LiFSI, as the solute lithium salt of electrolyte, has the advantages of high conductivity, high chemical stability and high thermal stability, which is more suitable for the development direction of high performance, wide temperature and high safety lithium batteries in the future, and is the next generation lithium battery lithium salt that is most likely to partially replace LiPF6. After nearly 10 years of process exploration, the selection of LiFSI process route by global head suppliers is gradually coming to an end. We expect that LiFSI will gradually enter the stage of industrial import and demand explosion in the next five years. In 2025, the global demand for LiFSI is expected to reach 1.29 1 10,000 tons, and the market space can reach 30-40 billion yuan, with broad development prospects.
5. It is suggested to pay attention to two main investment lines. For companies with advantages in patent technology layout, current synthesis cost and future capacity planning, it is suggested to pay attention to Tianci Materials, Xinzhubang, Poly Fluoride and Yongtai Technology. LIFS demand explosion 2)LIFS demand explosion will drive the rapid expansion of the demand for core raw materials such as thionyl chloride, film-forming additives and current collector protection additives, and pay attention to suppliers related to thionyl chloride, such as Kaisheng New Materials, Yongtai Technology, Aoke Co., Ltd. and other suppliers related to film-forming additives.