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release time:2024-04-18 Hits: Popular:AG11 battery
Discussion on the technical threshold and price fluctuation of li ion 18650 battery pack cathode material production
Discussion on the technical threshold and price fluctuation of li ion 18650 battery pack cathode material production. li ion 18650 battery pack cathode materials are the most critical materials that promote the performance improvement of lithium-ion batteries. As li ion 18650 battery pack technology improves and the li ion 18650 battery pack market matures, lithium-ion batteries have different performance requirements for various cathode materials. Affected by factors such as subsidy policy adjustments and raw material price fluctuations, various changes have occurred in the field of cathode materials.
li ion 18650 battery pack cathode material production technology threshold
The production process of high-nickel NCM811 in raw materials, sintering, crushing, post-processing and other aspects is quite different from that of ordinary NCM cathode materials. It has extremely strict environmental requirements and has a high technical threshold.
Lithium cobalt oxide has a high theoretical capacity, but its actual capacity is only half of the theoretical capacity. The reason is that lithium ions are released from the lithium cobalt oxide material during the charging process, but when the release amount is less than 50%, the morphology and crystal form of the material can remain stable. As the amount of lithium ions released increases to 50%, the lithium cobalt oxide material will undergo a phase change. If charging continues at this time, the cobalt will dissolve in the electrolyte and generate oxygen, seriously affecting the cycle stability and safety performance of the li ion 18650 battery pack. Therefore, the general lithium cobalt oxide charging cut-off voltage is 4.2V.
The voltage of lithium iron phosphate cathode material is only about 3.3V, which is lower than other cathode materials, which makes lithium iron phosphate battery reserves lower; secondly, lithium iron phosphate has poor conductivity and needs to be nanometerized and coated to obtain good The electrochemical properties of the material make the material fluffy and have a lower compacted density.
Different configurations of the three elements of nickel, cobalt and manganese will bring different properties to the material: increasing the nickel content will increase the capacity of the cathode material, but will worsen the cycle performance; the presence of cobalt can make the material structure more stable, but the content is too high It will reduce the capacity; the presence of manganese can reduce costs and improve safety performance, but too high a content will destroy the layered structure of the material. Therefore, find the proportional relationship between the three materials to optimize the overall performance, which is the cathode of the ternary li ion 18650 battery pack. The focus of materials research and development.
The li ion 18650 battery pack cathode material industry is a technology-intensive industry and requires strong technical accumulation to gain a foothold. Competition in the cathode material industry in the future must be all-round competition in technology, customers, funds, and costs (raw materials, etc.). Only companies that truly master core technologies, enter high-quality supply chains at home and abroad, and have certain financial strength and cost advantages can become such companies. An industry leader and ultimate winner.
The research and development of cathode materials for lithium-ion batteries is mainly carried out in three aspects:
1) At the basic science level, it mainly involves the discovery of new materials, or the calculation, design and synthesis exploration of material composition, crystal structure and defect structure, in order to discover new cathode materials with excellent electrochemical properties;
2) At the material chemistry level, we mainly discuss synthesis technology with a view to optimizing material structural factors such as material crystal structure, orientation, particle morphology, and interface to obtain the best match between electrochemical performance, processing performance and li ion 18650 battery pack performance, with the purpose of research and development. Material structures and synthesis methods that can optimize the overall performance of cathode materials;
3) At the material engineering technology level, it mainly focuses on developing large-scale, low-cost, and stable equipment and processes in order to develop reasonable engineering technology to meet market demand.
Price fluctuations of li ion 18650 battery pack cathode materials
The prices of the four major li ion 18650 battery pack cathode materials have each fluctuated significantly. Among them, lithium cobalt oxide and ternary materials have the largest fluctuations, with both falling by more than 20% year-on-year. Lithium manganate remained relatively stable, while lithium iron phosphate fell along with the price of lithium carbonate. It was also affected by the industry and showed a serious decline by the end of the year.
At present, the international market pricing mechanism for li ion 18650 battery pack cathode materials is relatively mature and adopts formula prices, which include parts directly linked to the prices of raw materials such as nickel, cobalt, and lithium. Many raw material production companies are also actively reducing raw material procurement costs through diversified procurement channels and understanding of market conditions.
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