Epoxy curing agent Market Surge in lithium battery exports drives NMP industry

Surge in lithium battery exports drives NMP industry

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With the ban on fuel vehicles in many countries and the strong support for the new energy field, the new energy vehicle market at home and abroad continues to expand. In 2022, the global power The installed capacity of batteries reached nearly 500 GWh, an increase of 70% year-on-year; the installed capacity of energy storage batteries was nearly 143Gwh, an increase of over 200% year-on-year. According to the newly released customs data, my country exported 109.79 billion yuan of lithium batteries in the first quarter, with a growth rate of 94.3%.

In the production process of lithium battery electrodes, NMP has many advantages such as low toxicity, high boiling point, strong stability and strong polarity. It has become a very important auxiliary material. It is mainly used in the stages of batching, coating, coating and baking. It is used as an auxiliary material for PVDF and slurry to participate in the production. It can form a suitable viscosity and stable coating and effectively reduce the occurrence of negative electrodes in the coating baking area during the baking process. problems such as cracking. It is currently the most widely used auxiliary material in the production of lithium batteries.

In the past few years, the rapid development of the lithium battery industry has also led to the rapid rise of the NMP industry. At present, there are about 16 synthetic NMP enterprises in my country, accounting for nearly 80% of the global synthetic NMP production capacity, represented by Changxin Chemical, Binzhou Yuneng, Zhongrun New Materials, and Maiqi Chemical. At the same time, companies continue to build or expand NMP projects. In the first quarter of 2023 alone, there will be 300,000 tons of NMP trial production of Fujian Puquan New Energy Technology; the second and third phases of the Zhongrun New Material Industrial Park project will start simultaneously, including a total of 300,000 tons of NMP; China Pingmei Shenma The Group held a groundbreaking ceremony for the NMP project with an annual output of 450,000 tons; Shandong Chenhai New Material Co., Ltd. officially filed for the 100,000 tons/year NMP project; Jiangxi Xinlianxin Chemical Industry Co., Ltd. Industrial Chain Extension Project (Phase I) Environmental Impact Assessment Public Participation The first announcement of information; Changxin Chemical submitted an application for listing on the main board, The funds raised are planned to be used for the annual production of 80,000 tons of NMP...

In the future, the production capacity will increase significantly Under the circumstances, the market competition will also become more intense, and the production capacity in low-end and backward fields may face the risk of being eliminated. The research and development of products and the protection of the environment have become the direction of enterprise efforts.

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