Under the air outlet, the "competition" and "combined" of the lithium battery

Shandong Seiko Electronic Technology Co., Ltd. Lithium Calp for Lithium Electric Products. (□ Reporter Zhao Feng Meng Lingyang report)

Shandong Ruifu Lithium Industry Co., Ltd. Production workshop. (Reporter Zhao Feng report)

Shandong Tianhan New Energy Technology Co., Ltd. production scene. (□ Reporter Zhao Feng Meng Lingyang report)

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□ Our reporter Zhao Feng Cao Rufeng Meng Lingyang

In the first half of this year, the output of new energy vehicles in Shandong increased by 261%year -on -year, and retail sales of new energy vehicles above the limit increased by 184.4%year -on -year. At the national level, in the first half of the year, the cumulative production and sales of new energy vehicles completed 2.661 million and 2.6 million, respectively, an average of 120%year -on -year.

As the mainstream power choice of new energy vehicles, in recent years, the lithium -ion battery industry has grown at a rapid growth, and it is considered that the "air outlet" has arrived. Under the ventilation, what is the current status of Shandong's lithium battery industry and where can the "track" occupy the "track"? The reporter interviewed Zaozhuang High -tech Zone, Taierzhuang District, Tengzhou City, and Tai'an Fat City, where the lithium battery industry gathered.

Demand is strong, and enterprises expand production

"In the first half of the year, the city's lithium battery industry revenue happened to be the revenue of the whole year last year."

On August 4th, Feicheng, the general control room of Shandong Ruifu Lithium Co., Ltd., two duty staff through the management platform of the digital wisdom factory, paid an eye on the operation of each link, with an annual output of 25,000 tons of battery -level lithium carbonate production lines and annual output. The 10,000 -ton battery -grade lithium hydroxide production line is running.

Lu Yanpeng, deputy general manager of the company, introduced that after multiple processes such as burning, acidification, cooling, and purification of the pylori, the two fist products of the battery -grade lithium carbonate and battery -grade lithium hydroxide finally formed.

"Lithium is scarce resources, and lithium mines are mainly abroad. Due to strong downstream demand, lithium salt prices have risen all the way. In 2020, it was 40,000 yuan per ton. In 2021, it rose to 100,000 yuan per ton. It reached 520,000 yuan, and now it is more than 400,000 yuan per ton. "Lu Yanpeng said that from January to June, the company's output value was 3.83 billion yuan, an increase of 3.54 billion yuan year -on -year.

It has been 10 years in the lithium battery industry in Ruifu Lithium. As early as 2010, Wang Mingyue, then chairman of Mingrui Chemical, realized that primary products such as sulfuric acid and steam, which were mainly engaged in the market fluctuations, chose lithium battery in multiple transformation directions, and cooperated with Fuzhou University's professional team. The Ruifu Lithium Industry was established. After technological transformation, the new lithium production line of lithium pyroxin has been added, which has continuously expanded production. At present, 35,000 tons of lithium salt production capacity ranks among the top three in the country.

"The company's newly invested 1 billion yuan and an annual output of 30,000 tons of lithium carbonate projects has made a smooth progress, and it will soon be put into trial production." Lu Yanpeng added.

It is about 200 kilometers east to the south from Feicheng to the Zaozhuang of the famous coal city. Since 2003, a number of lithium -battery companies producing electrolytes, battery cells, and positive materials have been formed spontaneously. Later, due to various reasons, a large number of enterprises were closed. At one time, only Shandong Seiko Electronic Technology Co., Ltd. was only available.

Today is different, Zaozhuang has 57 lithium battery companies. Liu Zhongbo, director of the Energy Bureau of Zaozhuang City, said, "Zaozhuang's lithium battery industry has nearly 20 years of development, and there are many accumulation of technology, talents and markets. Spring. "

In the precision electronic exhibition hall in Zaozhuang High -tech Zone, the reporter saw the company's lithium -ion battery positive electrode material, lithium ion battery and various energy storage products.

"This kind of energy storage cabinet is mostly sold to Europe and the United States for home energy storage; lithium battery products account for 95%of the global golf car market. It is the supplier of the three major golf giants in the world; this medical equipment uses phosphate phosphate Iron and lithium batteries, small volume, large capacity, and high safety performance. It was equipped with wireless mobile medical vehicles in Huoqian Mountain Hospital to reduce the contact between medical staff and patients, reducing the possibility of infection ... " According to the introduction, Seiko Electronics mainly takes customized product routes. According to customers, the product is continuously transformed and upgraded, and the product iterations are relatively fast. For example, the battery used in golf charter first provides motivation at first, and now adds intelligent functions, which can realize automatic followers.

Lithium batteries are mainly used in new energy vehicles, electrochemical energy storage, and consumer electronics. Its raw materials include positive poles, negative electrodes, electrolytes, and their solvents, and diaphragms. In the precision electronic exhibition hall, the reporter also saw the electrolytes, septum, and negative materials produced by other lithium battery companies in Zaozhuang. Wang Ran said that through such a concentrated display, you can basically understand the main enterprises and products on the entire industrial chain of Zaozhuang's lithium battery.

At present, there are more than 200 types of lithium battery products in Zaozhuang, with 100,000 tons of positive electrode materials, 40,000 tons of negative materials, 1.6 billion square meters of diaphragm, 130,000 tons of electrolytes, 10GWh battery cells, and disassembling 44,000 tons. "In the first half of the year, the city's lithium battery industry realized revenue of 2.68 billion yuan, which happened to be the revenue of last year." Liu Zhongbo said.

Li Guan Chao, Minister of Investment Promotional Division of the Management Committee of Taierzhuang Economic Development Zone in Zaozhuang City, said that there was no lithium battery industry in Tai Erzhuang District in the past in 2016, but it has developed rapidly. Many companies such as Tianke New Energy Co., Ltd..

"The company was established in December 2018. It is a new energy new energy high -tech enterprise that integrates professional R & D, production and sales of lithium -ion batteries and battery packs. It focuses on the high -power power battery segment market and has 26 core products. In 2021, the company's output value achieved 250 million yuan, an increase of 11 times over 2020. "Sun Xianfu, the quality manager of Tianke New Energy, said that the company's current production capacity of 0.5GWH semi -solid lithium battery has been able to meet market demand. Actively promote the construction of total investment of 1.06 billion yuan and annual output of 2GWH high -energy high -power aluminum shell lithium battery projects. Taking advantage of making up for shortness, gathering "lithium" into a momentum

The investment effect of the industrial chain shows that a company invested 2 billion yuan without a field inspection.

"The regional competition in the lithium battery is very fierce, and the advantage of Zaozhuang is the relatively complete industrial chain. This year's provincial government work report pointed out that 'supporting Zaozhuang lithium battery industry agglomeration and development'. Policy support is preferred. "Liu Zhongbo said.

Xinwangda Electronics Co., Ltd. is the top enterprise in the domestic lithium battery field. Its Xinwangda power battery and supporting projects invested 20 billion yuan have received real support. Wang Haiping, general manager of Shandong Xinwangda New Energy Co., Ltd., pointed to a number on the exhibition board, "1328 acres of project land, and concentrated films, it is hard to. The largest scale. Recently, the company has added a BEV pull line in the second and third phases of the plan. After the entire production is put into production, the annual output will increase from 30GWh to 50GWh. "

Before landing Zaozhuang, this project was strived for many places. "In addition to the sincerity of the local government, we have also seen the location advantage here. This is the place where Shandong is the most relied on south. It is not far from the customers of North China, Central China, and East China that the company wants to serve. Reduce logistics costs. "Wang Haiping said.

Shenzhen Kideli Industry Co., Ltd., a top 50 enterprise in China Lithium Electric, invested in the construction of a new energy vehicle power battery precision structural parts in Zaozhuang, and held a signing ceremony in late July. Interestingly, before signing the contract, Kodari did not go to Zaozhuang to conduct an inspection. This is incredible for a large project that plans to invest 2 billion yuan and cover an area of ​​more than 260 acres. But this is the manifestation of the effect of the industrial chain investment promotion and the effect of large projects.

It turned out that Kodari was the "old acquaintances" of Xinwangda Company. The products such as lithium battery cover and lithium battery shell are mainly provided by Xinwangda. "At that time, after our company signed the news of Zaozhuang, Kodari Company was connected with Zaozhuang High -tech Zone the next day. After the" Yun "exchange, the high -tech zone sent someone to the enterprise to investigate, and the project soon landed." Wang Haiping will soon be. " Say.

The reporter learned that the products of many lithium battery companies need to be exported, and the export of lithium batteries in the country in the first half of the year increased by 75.3%. Therefore, it is important to export convenience to enterprises.

Considering the complexity of lithium -battery clearance and inspection and inspection cycles, Zaozhuang Customs Innovation implements the "appointment inspection, centralized inspection, reported that is, and fast certification" inspection methods to save more than 60%of the waiting time for the company. In Feicheng, the consideration of lithium battery has another point. "The advantage of Feicheng lies in the advantages of the front -end raw material, as well as the R & D and transformation capabilities of Tai'an Azure Technology Enterprise Incubation Co., Ltd.. In this way, focus on promoting medium -tier industries such as batteries manufacturing, lithium battery assembly, etc. 'Lithium concentrate processing -basic lithium salt -positive and negative electrode materials -battery component assembly -waste battery recycling and use' whole life cycle industry chain. "Li Hengguang, a second -level director of the Feicheng Commerce Bureau, said that this year, Feicheng lithium battery industry won Shandong Shandong. Provincial characteristic industrial cluster.

Most of the lithium battery companies use large electricians. Lu Yanpeng said that Ruifu's lithium industry has a monthly electricity cost of several million yuan, and due to expansion, there is also a certain shortage of steam. Wang Ran also mentioned that the electricity bill of Seiko Electronics was around 2 million yuan in January.

The reporter noticed that on the factory buildings of the Ruifu Lithium and Seiko Electronics, photovoltaic power generation equipment was placed, and some also replenished a certain power replenishment through energy storage battery peak -storage energy storage, but the alternative was limited.

"With the support of the city, Tai'an Ruisai Hao Environmental Protection Technology Co., Ltd. invested 1.5 billion yuan to build a lithium battery new material power source project, which can provide sufficient guarantee for the steam and sulfuric acid required for our company's full load. , For Ruifu Lithium Industry, "Lu Yanpeng said.

Digital empowerment can also effectively reduce costs. Lu Yanpeng said that through government funding support, the company cooperated with Huawei to build the management platform for the digital wise factory, which can monitor the operation and energy consumption in real time. The annual comprehensive benefits increased by more than 8 million yuan. In the next step, it will continue to deepen cooperation with Huawei to broaden the scope of application.

Zhang Mingzhu, Chief of the New Energy Department of Zaozhuang City Energy Bureau: "In order to achieve new energy, the nearby cost of new energy, greatly reducing the cost of electricity consumption, the Zaozhuang High -tech Zone signed a contract with Xinda Comprehensive Energy Company The project, through the layout of photovoltaic power generation, energy storage and smart energy dispatch control systems, overall planning the power supply and distribution facilities of the production and city integration demonstration zone, jointly creating a new power system, comprehensively solving the capacity of new energy green electricity for customers in the production and city integration demonstration zone need."

Under the ventilation, the eye volume should be considering the scarcity of lithium. Many companies have deployed the research and development of sodium ion batteries and full solid batteries.

On August 4th, Song Jie, general manager of Shandong Hongyi Technology Co., Ltd., led the team to study and improve the results of entering the test stage. In the past few years, many projects such as ternary positive materials developed by the team have entered the test stage. The industrialized plant is being built, and the special processing equipment required is also being purchased.

"At present, there are 20 masters and doctors in the team, and many of them have developed research and development in head companies. We concentrate on research and development and do not simply do it. Choose here because the azure technology company incubator has mature incubation facilities, financing , Operation and promotion of industrialization have experience, "Song Jie said.

Wu Xiaopeng, the general manager of the Azure Technology Enterprise Incubator, said: "The company's positioning is not copying, not following, and original creation. The lithium battery industry is at the air. It is also necessary to lay out in advance. The industry is 3 to 5 years, otherwise it will be easy to catch up. Technology enterprises must walk 3 legs in technology, products, and markets, and R & D must take an absolutely important weight. "

For example, a professor of a university in Southern Southern came to the Azure Blue Technology Enterprise to investigate, hoping to put the project into the incubator, but considering that the technical achievements in his hands may only lead the industry for about 1 year, he did not let his project fall. "This is like this. Without a certain degree of lead, you can't do it."

Although it has occupied an absolute advantage in the segmented industry, Seiko Electronics is also layout in advance. Sun Hao, the manager of the technology department, said: "The company is currently developing high -density and high -energy materials." In addition to the technical layout, it is also expanding downstream and cooperating with "Star Driving Power" to provide battery -changing services.

Lianhong New Materials Technology Co., Ltd., located in Tengzhou Lunan High -tech Chemical Park, has developed in the field of special chemical products for many years. Since last year, it has been deployed in the field of new energy materials.

Tan Yanyan, deputy general manager of Lianhong New Material Production Management Center, said: "The company's annual lithium battery material project with a company of 100,000 tons is stepping up construction. The carbonate products produced are mainly used as solvents for lithium battery electrolytes. The prospect is wide. The project can be captured and using 50,000 tons of carbon dioxide each year, which can play a good effect of fixing carbon. "

Considering the scarcity of lithium, many companies have deployed the research and development of sodium ion batteries and all -solid batteries, and some companies have tried to recycle lithium battery steps.

Liao Mingming, manager of Shandong Dende Power Technology Co., Ltd., said: "The company has strengthened the research on the comprehensive utilization technology of lithium battery recycling recycling, and also on a production line for automated drying method. Disassemble the lithium battery of 44,000 tons. "

While layout recycling projects, Ruifu Lithium has accelerated the research on low -quality lithium lifting technology to improve the utilization rate of low -quality lithium ore.

After achieving a high -power semi -solid battery large -scale product offline, Tianke New Energy layout abroad. "In December last year, we signed a joint venture agreement with TAB, the largest lead -acid battery manufacturer in Europe to cooperate in Europe to cooperate in Europe to build an annual output of 2gWh iron phosphate battery cell." Sun Xianfu said.

Pay attention to the future of an enterprise, you must not pay attention to talents. In the Blue Technology Enterprise Incubator, talents are introduced regardless of full -time or flexible. As long as they come, the incubator helps the establishment of the company. "A previous researcher was introduced by flexible. After working here for a few years, this year, he was determined to resign to engage in research and development and industrialization." Wu Xiaopeng said.

At present, the Azure Technology Institute of Physics of the Chinese Academy of Sciences, the Shanghai Silicate Research Institute, and the universities of Shandong University have established a cooperative relationship between industry, university, and research, and introduced more than 30 high -level talents. 14 projects.

On the basis of the introduction of talents, Zaozhuang City has also stepped up to cultivate local talents, established the Lithium Electric Industry College at Zaozhuang College to jointly build talents and integrates talent training, scientific research, technological innovation, corporate services, student entrepreneurship and other functions. Demonstration innovation platform.

Early risk, strengthen cooperation

The profit margin of the upstream raw materials is high, the lower the profit margin downstream to the industrial chain

At present, the lithium battery industry is in a stage of profitable profits. The profit margin of upstream raw materials is high, and the lower the industrial chain, the lower the profit margin. In the face of the fierce competition, there are some "cold thinking" in the face of lithium batteries upstream, middle, and downstream.

"As new energy vehicles have higher and higher requirements for battery life and safety performance, transmission to upstream is the higher and higher purity requirements for lithium carbonate, especially the content of impurities such as magnetic substances is stricter. It is necessary to improve the level of technology and maintain competitive advantage. "Lu Yanpeng said.

Although the lithium battery industry in the bureau has been enrolled shortly, many years of corporate business experience made Tan Yanyan clearly realize that companies must establish a "moat" early, and it is difficult to resist market risks by single products. "The" moat "of the enterprise is the advantage of protecting themselves not being disrupted by market risks. Now many companies are doing electrolyte -related products, including many chemical companies such as raw materials. They have the advantages of raw materials, some small factories raw materials You need to buy it out, and naturally do not take advantage. When the price of the product is high, it can still support it. When the technology has upgraded, and the release capacity is more and more, the price may be reduced, and the existing development model cannot be supported. " Tan Yanyan said that the phenomenon of upside down the profit of the industrial chain is abnormal, and a healthy industrial chain must have a reasonable profit distribution. With the development, the price will return to reason. Sun Xianfu also admits that although Tianke New Energy is currently leading and market demand is large, some large enterprises are bound to raw materials in advance. SMEs are becoming more and more difficult to get raw materials, resulting in longer and longer order delivery cycles. This should attract great attention from the entire industry chain.

"When attracting the project, we also pay more and more attention to improving the correlation of the industrial chain and increasing the localization support rate of the product." Liu Zhongbo said.

The newly attracted Shanhai New Materials Project formed a small chain in the Lunan Chemical Park. "We use the production of electrolyte additives of chemical products such as Lianhong New Materials and other companies in the park, which can reach 200,000 tons of production capacity after putting in production. Because such raw materials are dangerous chemical transportation, which can save freight rates every year compared to other cities, which can save freight rates each year. 150 million yuan. "Wang Dongchun, general manager of Shandong Shanhai New Energy Co., Ltd. said.

Strengthening the relationship between enterprises is not a simple matter. Liao Mingming said, "Depending on the nature of the battery cell, the electrolyte ratio requirements are also different, and corresponding adjustments should be made according to customer needs. The collaborative facilities of the industrial chain must also be in line with the actual situation of the company. In the past, the company's raw materials were mostly from the province. The Zhuo Yaohong New Energy Project, who has just settled in Taierzhuang, has established a cooperation in raw material supply to achieve local facilities. "

Seeing the good momentum of the development of the lithium battery industry in Zaozhuang High -tech Zone, Shandong Xiaoy Electric Technology Co., Ltd. also deployed two rounds and three -wheeled electric vehicle manufacturers here. Jiang Yan'an, deputy general manager of the company, said, "Everyone is optimistic about the future of lithium battery, which is beyond doubt. Before, we still need to find the market. More than 1,000 vehicles, then adjust and optimize according to the user experience, first make good quality, and then take the amount. "

In order to accelerate the driving effect of the entire vehicle on the industrial chain, Zaozhuang has increased its attractiveness and invested 3 billion yuan in Jinpeng Smart special vehicle projects, Borey electric loaders, and Hanno car operation special vehicles. From September 2nd to 4th, the 2022 China (Zaozhuang) International Lithium Electric Industry Exhibition will be held at the Zaozhuang Convention and Exhibition Center, which will be established for the development of the development of the lithium battery industry chain.

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