On May 10, the China International Electrolyte Conference was held in Changsha, hosted by Shanghai Nonferrous Network Information Technology Co., Ltd. Experts and scholars participating in the meeting had a heated discussion on how to achieve healthy development of the electrolyte industry, and pointed out that the electrolyte production capacity is expanding rapidly, the end market demand is lower than expected, and the electrolyte market as a whole is in a situation of oversupply. Enterprises need to further optimize production costs, and By strengthening its own research and development capabilities, it will lay out suitable materials for new battery technologies in advance, such as electrolytes for sodium batteries and solid-state electrolytes.
Yang Yue, chief analyst of SMM electrolytes, believes that the current planning capacity of the electrolyte industry is seriously overcapacitated, and the overall operating rate is expected to be about 40% in 2023. Enterprises need to expand rationally and improve their competitiveness through strategies such as cost reduction, differentiation, and stable sales channels. In the future, the power and energy storage markets will be the two major growth points of electrolyte demand.
According to the analysis of Huang Huadong, a Dianxin researcher at Zheshang Securities Research Institute, in the field of power, it is estimated that the installed capacity of the global power field will be 592 and 867GWH in 2023 and 2023, with a year-on-year growth rate of 99% and 45%. Among them, the proportion of lithium iron phosphate is expected to continue to increase due to its higher cost performance, with year-on-year growth rates of 149% and 65% in 2023 and 2023, respectively. In the field of energy storage, it is estimated that the global installed capacity of energy storage in 2023 and 2023 will be 57 and 114GWH, with a year-on-year growth rate of 154% and 100%. With the optimization of catalysts and business models in the European and American household storage and China-US large storage markets, the demand for energy storage cells may exceed expectations.
Zhu Xuequan, director of the research institute of New Asia Shanshan New Material Technology (Quzhou) Co., Ltd., pointed out that the current lithium battery material market competition is fierce in terms of electrolyte competition and business prospects, and it is inevitable that the survival of the fittest will be faced in the future. Build your own sustainable competitiveness in 6 aspects, including industrial chain integration, in-depth strategic binding or strategic coordination with key customers, optimization of the circle of friends in the lithium battery industry, advanced technology research and development, ultimate service, and taking a path that suits your own development.
In terms of new trends in the development of electrolytes, Zhu Xuequan believes that efforts should be made mainly in two directions: low-cost battery technology and high specific energy batteries. In terms of low-cost battery technology, focus on the development of sodium-ion battery electrolytes, lithium-rich manganese-based high-voltage electrolytes, lithium manganese iron phosphate electrolytes and liquid electrolytes (LiPF6, LiFSI, NaFSI); Nickel-silicon-carbon negative electrode electrolyte, positive electrode lithium supplement technology electrolyte, step-by-step liquid injection and thick electrode technology, and semi-solid gel electrolyte.
Zhu Chao, general manager of Enke China, analyzed the development trend of lithium batteries. On the one hand, it ushers in the historical opportunity for the government to gradually increase policy support for the new energy industry under the background of carbon neutrality. On the other hand, it also faces the challenges brought about by the industry reshuffle and the IRA bill. The status quo of electrolyte development is overcapacity. It is estimated that the utilization rate of electrolyte capacity will be less than 60% in 2023, but the market demand is still large, and the market trend is still upward. The prediction of the cycle of the electrolyte industry is that the electrolyte market has entered a mature stage from the growth stage, the marginal profit of enterprises has further shrunk, and the competition in the industry has become more intense. But there is no need to be pessimistic. The market potential of electrolyte is still great. It is estimated that the global electrolyte market demand will exceed 8 million tons by 2030. Enke has carried out a global integrated strategic layout in terms of production capacity, supply chain, service guarantee, talent and technical reserves.
At the meeting, Zhang Lijuan, deputy general manager of Hunan Fanlaite New Energy Technology Co., Ltd., Wang Xianming, chairman of Hangzhou Wanlida New Energy Technology Co., Ltd., and Bai Guohua, general manager of Marketing Company of Shandong Hualu Hengsheng Chemical Co., Ltd., made important speeches . As one of the important sub-forums of the 2023 (Eighth) China International New Energy Conference and Industry Expo, this conference has attracted the attention of the industry, with 300 participants. (Wang Jing)
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