Luo Jia continued to write quickly on the whiteboard, listing the domestic lithium battery cathode manufacturers one by one, as well as their market share and technical level.
“From this table, we can clearly see that the current market share of lithium battery anode materials in my country has reached 53% of the world, and it is still accelerating.”
“So, if we enter the battery industry, we will adopt a strategy of cooperating with domestic suppliers for cathode materials. At the same time, we also need a research team to study the possibility of improving cathode materials.”
After Luo Jia finished speaking, she picked up a new whiteboard.
“Next is the negative electrode material, which is graphite. The negative electrode material accounts for 10% of the total cost of the battery. The top three in the world are my country’s Betray, Neon’s Hitachi Chemical, and the idler Shanshan Group.”
“These three giants together account for 70% of the global share of negative electrode materials, and have completely monopolized the market. The technology industry is cruel, and the same is true for the new energy industry. The former overlord of negative electrode materials, neon carbon , Mitsubishi Chemical, and Neon JFE are all gone now, who did it?”
“Of course it’s Betray and Shanshan who is not doing business properly. They did it. It is estimated that in the next step, they will attack Hitachi Chemical, the last foreign manufacturer among the Big Three.”
Hahahaha~
Everyone in the conference room laughed and then applauded.
Everyone feels more and more fond of listening to Luo Jia’s pre-war meeting. Maybe knowledge can really change a person’s temperament. Unknowingly, Luo Jia has become more and more confident, and at the same time there is no lack of some inspirations. Little humor that makes people laugh.
Luo Jia waited for everyone’s laughter to stop, then took out a third whiteboard and wrote on it.
“The third largest raw material is the electrolyte, which is lithium hexafluorophosphate. Before starting the analysis, let me tell you a little story.”
“Before 2011, the price of lithium hexafluorophosphate was as high as 340,000 yuan per ton, but this year’s price was only 80,000 yuan per ton. Twenty-three and a half percent of the price.”
“Why?”
“Because the monopoly is broken!”
“Before 2011, Neon Rising Chemical, Morita Chemical, and Kanto Denka monopolized the global market. Every time we bought a ton of lithium hexafluorophosphate from them, they would get 80% of the net profit!”
“However, when Chinese manufacturers produced lithium hexafluorophosphate, they realized that it turned out that this thing sold for 80,000 yuan per ton and still made money. This is the price of technological monopoly!”
Everyone is sighing, everyone has heard the same thing a lot, because of the lack of technology, the tuition fees paid these years are really amazing, the road of scientific research has a long way to go.
Luo Jia wrote down the names of several companies on the whiteboard, “The current market structure is that my country’s polyfluoride is the first in the world, Neon Morita is second, Neon Rising is third, and my country’s Tianci and Bikang are divided Columns fourth and fifth.”
“So our lithium battery project will directly purchase electrolyte from domestic manufacturers.”
Afterwards, Luo Jia picked up the fourth whiteboard, and his expression suddenly became serious.
“Of the four major raw materials for lithium batteries, the last one is the diaphragm.”
“Different from the previous three major raw materials, this industry is still ruled by giants. After Neon Asahi Kasei acquired CELGARD in the United States, it formed the world’s strongest diaphragm manufacturing group. Followers are Neon Tonen, Neon Ube, Korea SK.”
“There are three major companies participating in the competition in my country, namely Xingyuan, Zhongke, and Jinhui. Among them, Xingyuan cooperates with Sichuan University and is the only one in China that has mastered the two membrane-making processes of stretching porosity and phase separation. Manufacturers, according to this year’s data, they are already the fourth largest player in the world and have achieved good results.”
“But it is a pity that we have higher requirements for technology. At present, the thickness of the diaphragm mainly used in the market is 7 microns, and we must strive to compress the thickness of the diaphragm to less than 3 microns. After all, the diaphragm is to ensure lithium batteries. We must not joke about safety, and the thickness and weight of the diaphragm material will also determine the most important parameter of a battery, the energy density.”
“In order to achieve this goal, we need to conduct in-depth research on the upstream materials of the diaphragm, PP and PE, and conduct in-depth research and development on the equipment for manufacturing the diaphragm, mainly the mold temperature controller.”
When Luo Jia talked about his request and vision, the smiles on everyone’s faces gradually disappeared.
The first three raw materials have a mature domestic manufacturing system, which makes everyone have the illusion that it is easy to make lithium batteries.
Starting from the diaphragm, the difficulty of research and development has increased explosively!
The experts in the conference room who were engaged in materials, mechanics, chemistry, and heat research all felt short of breath and their hearts beat faster and faster.
As expected of the blood of the technology industry, it is so **** difficult to make this small lithium battery!
Luo Jia spoke faster and faster, and he took out the fifth whiteboard, the sixth whiteboard, the seventh whiteboard, and the eighth whiteboard!
“After solving the problem of the diaphragm, there are still more problems waiting for us.” Luo Jia said seriously, “In addition to alloy hard packaging, industrial lithium batteries also need flexible packaging, but industrial soft packaging The aluminum-plastic film used is currently dominated by giants, and my country’s self-produced aluminum-plastic film ~Soverse.com~ only accounts for 7% of the world.”
“Neon DNP, Neon Showa Denko, Neon Letterpress, and Neon Kurimura monopolize the global aluminum-plastic film industry. We want to develop the aluminum-plastic film forming process and develop corresponding machines.”
“In addition, there are winding machines, pole piece slitting machines, welding and winding machines, electrode stacking machines, assembly machines, four-in-one forming machines, all of these special machinery and equipment are not bad. We will conquer them all!”
Luo Jia’s voice became excited, but the meeting room was already silent.
Everyone couldn’t believe their ears. Even the top elites in various industries were a little scared at the moment.
People always feel that there is no technical content in a small lithium battery.
But after listening to Luo Jia’s in-depth investigation and research, everyone is about to collapse!
If you want to build something casually, it’s really not difficult.
However, if you want to build a good lithium battery and challenge the global overlord Panasonic, you will have to spend untold amounts of money and invest in a dozen or even dozens of top R&D teams!
This is probably the charm of the technology industry. Few people really understand how amazing investment is hidden behind an inconspicuous technology product, and how much effort has been consumed by R&D personnel.
Luo Jia shrugged, “Now you understand why I said that the lithium battery project is a hard bone, because it is really hard, and it is not easy to chew it off.”
“Moreover, this is just plan B. Since the battery project is so important and concerns the future of all mankind, the company will launch a two-line combat plan for the first time!”
After finishing speaking, Luo Jia took out today’s ninth whiteboard!
Start writing quickly.
After seeing what Luo Jia wrote on the whiteboard, everyone’s expressions changed drastically at the same time.