Lithium iron phosphate circuit is hot and attracts players from all walks of life into experts.

As a lithium -ion battery electrode material, lithium iron phosphate heat is still the same.

On the evening of July 18, Wanli issued an announcement saying that the lead -acid battery business was planned, and the main business was changed to the production and sales of lithium iron phosphate, and the lithium iron phosphate track added "new players".

"The development of the new energy market is in full swing, driving the demand for lithium batteries to increase, and it has also taken the sub -segment track of iron phosphate lithium." Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, told the Securities Daily reporter that some need to seek new performance. Listed companies at the growth point are its inevitable choice to enter this field.

In fact, before Wanli shares, there were already listed companies such as phosphorus chemicals and titanium pinks entered the track across borders, and even housing companies came to insert a kick. Today's lithium iron phosphate market is moving towards the fierce stage.

Step into lithium iron phosphate circuit

According to the announcement of Wanli, it is planned to replace the assets of 100%of the Wanli power supply, that is, the equity of 100%of the Wanli power supply, is to replace the equivalent part of the equivalent of 48.15%of the Terry batteries held by the transaction party. After the transaction is completed, the main business of the listed company is changed to the research and development, production and sales of lithium iron phosphate for lithium battery positive materials. The products are mainly used in the field of new energy vehicle power batteries and energy storage batteries.

Like Wanli Co., Ltd., due to the popularity of the market, many listed companies have smelled business opportunities in the past two years.

It is reported that in 2021, titanium white powder manufacturers including China Nuclear Titanium White and Longbai Group, as well as phosphorus chemical companies such as Chuanfa Long Python, Yuntianhua, Xingfa Group, Sichuan Jinnuo, Chuanheng Co., Ltd. Lithium iron phosphate business, the investment quota is tens of billions of yuan.

According to incomplete statistics, in 2021 alone, the domestic iron phosphate planning project has exceeded 3 million tons, and the planning project of 2022 has been superimposed. The total planning capacity has exceeded 5.4 million tons.

In addition, there are no shortage of real estate companies cross -border entry. Among them, Hunan Bangsheng Industrial Holding Group Co., Ltd. and Ningxiang High -tech Zone signed a lithium iron phosphate project, with a total investment of 12 billion yuan, constructing an annual output of 200,000 tons of iron phosphate projects, and 40 production lines.

Lin Boqiang, the dean of the China Energy Policy Research Institute of Xiamen University, told the reporter of the Securities Daily: "The companies entering the bureau are almost the same. It is difficult to say that who has a greater advantage. It depends on who can do better and cheaper. The market stands out. Of course, it may be eliminated. "

The growth space of the positive material market is large

In the industry's opinion, lithium iron phosphate is still the mainstream positive pole material in the future.

It is understood that lithium battery materials are mainly divided into four key materials and other auxiliary materials, of which the four key materials consist of positive poles, negative electrodes, electrolytes and diaphragms. The positive electrode material is the core material of the lithium battery, which determines the battery's energy density, voltage, service life and other core properties. At the same time, the positive electrode material is also the highest part of the cost of lithium battery materials. It is 40%.

According to data released by the High Industry Industry Research Institute (GGII), thanks to the strong growth of the terminal market and the increase in overseas exports, the overall rapid growth of China's positive pole material market. In 2021, the shipment of China's positive pole material market was 1.13 million tons, an increase of 116%year -on -year. GGII predicts that by 2025, the shipments of China's positive pole materials will reach 4.71 million tons, and the market growth space will be large.

Among them, the growth rate of lithium iron phosphate shipments has far exceeded other positive poles. Data show that in 2021, the shipments of lithium iron phosphate orthopedic materials were 480,000 tons, an increase of 258%year -on -year, while the shipments of triangular positive materials, lithium cobaltate, and lithium manganate positive electrode materials increased by 80%year -on -year. 31%, 60%.

"Lithium iron phosphate is an important technical route for lithium batteries, accounting for nearly half of the market share, and it is still worthy of optimism in the future." Industry insiders said.

Liang Guangchuan, a professor at Hebei University of Technology, said at the 7th China International New Energy Conference held recently that lithium iron phosphate has been determined to be the mainstream positive pole material for future development. From a technical point of view, there is still much room for improvement of lithium iron phosphate. Avoiding homogeneous competition is a problem to face the industry.

Reporter Wang Hehe

Learr reporter Feng Yuyao

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