Research Report on the Radioli Recycling Industry in 2021

　　Author ：Iflowpower – Portable Power Station Supplier

In 2021, the lithium electric copper foil is tight. What is the reason for the rise in price? Lithium-copper foil is an indispensable material for lithium-ion battery production, the industry authority said that the current cost of copper raw materials has increased, the upstream supply has decreased, downstream demand recovery The copper foil faces the pressure of the price increase. The new production is slow, and the lithium electropper copper foil will be supplied next year.

In 2021, the lithium copper foil is tight. What is the cause of the price of the price? Copper foil is a base material in lithium electricity, electronic field, which acts as both a carrier of the negative electrode active material in a lithium ion battery structure, and an anode electron collecting and conducting. Collect current to make a larger output current.

In the past few years, the lithium-copper foil industry has expiredly expanded to the industry, but due to the rapid rise in demand, the lithium copper foil in 2021 may have a 1% supply and demand gap. 1. From the supply perspective, it is subject to equipment supply, production construction, employee training, and lithium copper foil expansion cycle.

It is generally 2-3 years, and the accumulation of core equipment and process is two important factors affecting its production expansion. According to data statistics of the copper foil association, there are few newly-built production available in 2021, and the total output and total demand are larger. 2.

From the production point of production, the lithium electropper foil has a slitting loss. First, the copper foil process is to obtain copper to the copper sulfuric acid to obtain a copper sulfate solution, and then inject into the foil machine, plus the cathode electrode by the titanium roller, under the use of the electric field, deposited copper ions in copper sulfate to the titanium roller. The surface is stripped to become a copper foil required for lithium ion batteries.

One of the main equipment of the copper foil is the titanium roller. At present, the high-end copper foil is almost uses Japanese imported titanium rollers. The width of the titanium roller of more than 95% of domestic production is concentrated in 1380 mm width, and the new expansion will have Part 1.

5m width, but accounting for small. However, when these lithium copper foil enters a lithium ion battery production process, the lithium ion battery manufacturer is not standardized, and the various manufacturers have designed and improve efficiency, and the lithium electropper width of the various manufacturers is different. In order to improve production efficiency, most of the lithium ion battery manufacturers choose a copper foil of 700-800 mm width, which tends to be divided over the copper foil exceeding this width, and the actual use of a parent can be around 1300mm, and the standard production is actually The supply is available.

Second, as the copper foil develops in the direction of ultra-thin, the production efficiency has gradually declined. The thinner foil is thinner, and its mechanical strength includes the probability of pleats, the higher, and it is easy to occur. Therefore, in order to continue to produce, the copper foil producer will reduce the production current accordingly, and the production efficiency is also reduced accordingly.

3. From the perspective of competitive industry, the copper foil is important to apply the two major markets of copper foil and lithium ion battery copper foil. Under the influence of the epidemic, the foreign supply chain breaks, the domestic terminal products continue to increase, the foil market continues to heat up, especially the standard copper foil of 12 μm and 15 μm, because there is a certain superposition of the lithium electrical foil production, and it is more exciting.

The price of the foil is constantly being mad, but due to the use of 1280mm or 1290mm wide, the finished product rate of the foil is higher, and some battery manufacturers will switch between the boss and lithium copper foil. Under the superposition of the above reasons, the total amount of lithium electropper foil supplies is sufficient in 2021, and it is unable to form a breakthrough in a short time, but the rise in demand is still very rapid, and the supply and demand will be severely imbalance, the price of lithium electric copper foil It is bound to rise. Outlook 2021 Lithium TV Four Materials Pattern 1, Diaphragm: Supply and Demand or Extraordinary Balance, Profit Ability Improves Demonstration Septors is the best segment industry in lithium-electric four materials, according to statistics, 2021 global diaphragm industry new The output is about 2 billion flat, corresponding to battery increments of about 110GW; 2021 dynamic lithium battery new demand is expected to be 127GW, and the supply of new separators is substantially equal, and the overall supply and demand or tight balance.

In 2021, the rhythmic rhythm of the indifvention of the septa manufacturers will make my country's diaphragm manufacturers in overseas market, and the average price of domestic diaphragms is expected to benefit from the price difference of the differential membranes at the harbor. 2, lithium-ion battery positive material: The positive electrode industry is expected to continue the positive material material. In addition to the downstream demand, it is also related to the sustained price increase of the raw material lithium salt: lithium salt in NCM811, lithium iron phosphate cost The proportion is 28%, 45%, respectively.

Outlook 2021, positive upstream raw material lithium mine prices are expected to increase due to long-term supply, short-term supply and demand imbalances, lithium ore prices or prices from current $ 400 / ton to $ 500-600 / ton. 3, electrolyte: lithium hexafluorophosphate does not seek, 2021 probability continues to rise, the limited supply of lithium hexafluorophosphate cannot meet downstream high demand, resulting in rising up to 107,500 yuan / ton, from nearly 70% from the low point. In 2021, there is a limited number of new production.

The probability of the supply and demand in Sato will still exist, and the price is more expected to rise to 11-1.2 million yuan in Qi and Q2. 4, lithium-ion battery negative material: graphite self-sufficiency increase profitability graphitization in artificial graphite negative electrode materials (market accounts 82%), which is more than 30%, is an important processing link.

At present, the company is a more leading company in the championship. The future can achieve more than 50% of graphitized processing, and can save a processing cost of 0.4-0.

5,000 yuan / ton, and the overall cost decreases by 29%. With the rapid development of lithium-electric copper foil production technology, technology leaders will effectively reduce their own costs and get greater prices.