Lithium manganese iron phosphate expert exchange minutes

In terms of performance, safety can be comparable to lithium iron phosphate, especially under low temperature conditions to solve many safety problems; the energy density is close to ternary 523, 10-20% higher than lithium iron, and a little lower than the high capacity ternary capacity; the cost is only 5-6% higher than lithium iron phosphate; the number of cycles is more than 2000 weeks, and there is room for improvement.

On the technical path, it has long been in research and development, and the domestic policy has basically given up on using ternary before, and now the downstream has begun to pay attention to it, and BYD intervened earlier.

In terms of application, the current two-wheeler has been shipped on a large scale, and the large-scale outbreak of four-wheeler applications may be in the second half of next year.

The company's production capacity will be 10,000 tons of manganese iron lithium next year. The investment amount of a single ton production line is similar to that of iron lithium, but it is difficult to change the original iron lithium production line, and there are still technical barriers and first-mover advantages.

Experts introduce the basic situation of the industry

Industry background. Technically not new, after lithium iron phosphate came out in 95 years, it was done according to different formulations. Zero years Dow Chemical has done a lot of research, the domestic 08 years of research has not fully agreed with lithium iron phosphate, the later BYD has the idea to do, encountered national policies from the early lithium battery materials to high-capacity materials, manganese iron lithium compared to high-capacity ternary materials or there is a gap, many manufacturers will turn to ternary, especially four rounds. After BYD made it, the cost did not drop much, and the capacity was not as good as three yuan. Overseas Dow and others have not made a good market, resulting in no good research on manganese lithium. In 19 years, it was found that manganese ferro-lithium is better than lithium iron phosphate material, the whole country has changed the lithium battery environment, the first pair of higher safety requirements, capacity balance and safety, lithium iron phosphate safety is the best, manganese iron lithium is better than iron phosphate, iron voltage platform is low, fierce high, manganese iron lithium is an improved material of lithium iron material, itself is very safe. The second capacity, with manganese, has a higher capacity. The third cost factor, in addition to the early national policy promotion, lithium cobalt nickel are rising, the main engine factory battery factory is looking for affordable, ternary material weakness safety, the material structure itself is not safe, lithium manganese oxide lithium cobalt oxide is not safe, needle piercing can not be passed. Lithium manganese iron can be needle punctured. In the ternary, no cobalt is also because of the high price of cobalt, and the price of lithium has also gone up this year, and the cost of ternary is high.

Apply the orientation. The earliest is a two-wheeler, safety cycle life is cost-effective. Now two-wheeler companies on the market, after research and development to the market, ternary and lithium manganate material after-sales is not good, the battery is burning to charge and other problems, and now the overall cost of adding manganese iron lithium into it has declined, followed by safety. Cycle life, phosphate materials product life are longer, two-wheeler hundreds of billions of market, mainly lead acid, takeaway companies require 5 years of cycle, ternary and iron phosphate can not reach, manganese iron lithium 2000-3000 weeks, can make the warranty period longer, and now with the domestic first-line main engine factory to do. Low temperature performance is very good, in winter low temperature, there is a 95% charging efficiency. Four-wheeled vehicles are much safer than two-wheelers, the input cost of battery structure is reduced, the ternary material cycle is not very good, and the iron lithium manganese iron lithium cycle is better. Cobalt and nickel are completely replaced, and the cost is reduced. Low temperature, solve the problem of turning off the fire in winter. In digital 3C, there are also applications, security considerations, and life expectancy considerations. Power tools on, safe and practical, low temperature performance requirements, because outdoor use. The largest amount is a four-wheeler. The energy storage market is slowly entering, and it currently requires two points, long cycle life, good low temperature performance, and good safety.

Market conditions, the industry on high safety long cycle low cost, overseas did not make the reason, Dow and other research is still problematic, so many years we have improved domestically, when overseas technology lack of application areas, early stopped. BYD also stopped for three years, this year just had the wind out, this piece of attention is relatively high, manufacturer feedback is more positive, 21 years everyone realized that this material is better than others, our advantages are prominent. Cooperation with the main engine factory, the exploration of materials, the processing technology is very different, to the lithium battery production line debugging, how to complete the coating and so on. The production capacity next year is relatively large, this year's market push we expand production, to 10,000 tons of requirements for us.

Questions

Q: The rhythm of downstream large customer applications, the time of large-scale volume?

Downstream at present to see the subdivision of the industry, two-wheeled vehicles have been more, the purchase volume at the end of this year has been very large; four-wheeled vehicles from research and development to the main engine factory to verify the cycle is longer, is expected to be large-scale in the second half of next year. Which OEMs are cooperative? Two-wheelers are used by brands who have heard the name; four-wheelers have advanced rapidly, and it is not possible to disclose specific customer names at this time.

Q: The technical path has been there for a long time, lithium manganese iron has so many advantages, why did it skip this technical route directly in the past few years and lithium iron phosphate developed so fast?

The biggest difference is that there is manganese, which cannot be simply processed. Lithium iron is a semiconductor, add a little carbon on it, manganese iron lithium is an insulator, particle size makes the processing technology route difficult. At present, no one in the industry has a unified technical route and barriers. The degree of research and development is needed, the accumulation of technology is required, and it is completely different to use lithium iron phosphate. We are currently leading the way and may be the technical standard setters.

Q: The energy density of manganese iron lithium is higher than that of ternary, the cost is lower, and the permeability on the four wheels is higher?

Lithium iron phosphate, lithium manganese iron phosphate, ternary three technical routes. The energy density of manganese iron lithium is close to that of ternary 523, which is 10-20% higher than that of lithium iron, and it is still a little lower than the high capacity ternary capacity. In terms of application, this year's Wuling Hongguang, M3, selling well are iron lithium models. In the future, on the one hand, manganese ferrolithium replaces lithium iron, which will be used alone on a large scale. Vehicle companies also know that to kill gasoline vehicles must use cost-effective cars, lithium ferromanganese energy density is higher and the price is only 5-6% higher, because the cost performance will replace lithium iron phosphate. Another way is to use it with the ternary, and the high-end model will continue to use the ternary, but the lower part of the ternary can be done in two ways. The penetration rate is still in the early stage, and the direction is already very clear. The big plan is for four-wheeled vehicles, the certification cycle is long, and within the next year, we can see the emergence of a relatively large vehicle model with manganese lithium iron. The main body of the high-end model is still the three-yuan 811 and 622, just like the sodium battery is not pure, sodium ion with lithium ion, mixed and matched. Not a complete replacement for ternary.

Q: The cost is lower than the 811, will it replace the ternary technology in the high-end model of the four-wheeler?

The material angle capacity has reached the bottleneck, and the main engine factory is mainly to improve the structure. It is not competition with ternary but cooperation, but with lithium iron phosphate, which is more fiercely competitive.

Q: What changes are needed to the existing lithium iron phosphate production line to lithium iron manganese phosphate production line?

The first is one more raw material, the ratio of ingredient formulas will change, and the ingredient system will change. Solid phase or hydrothermal method, hydrothermal method Of the entire material needs to be changed, it is difficult to directly change production, it is best to build a new production line.

Q: Production process barriers?

Iron lithium technology process line improvement is very small, manganese iron lithium there is no unified standard, can produce products and see the sample, a lot of over. The material process is not uniform, and it is difficult to say who sets the standard now.

Q: What are the effects on other materials such as the negative electrode?

At present, the perspective of our impact does not need to change.

Q: Will manganese be scarce?

Manganese is abundant, similar to iron.

Q: Comparison of domestic lithium ferromanganese phosphate customer certification?

Manganese ferro-lithium may be made out of no more than 5, sent no more than 3 samples, we are energy products relatively fast, we set the standard, other homes want to come in need to pass our standards.

Q: Hybrid or alternative?

Mixing is the direction and is a good way to cut in. Pure large-scale application is the future path, and it is also the reason why we cooperate with giants.

Q: Manganese capacity problems lead to failure

Tesla commissioned the Nobel Prize team to do a project, analyzed and experimented with thermal stability on various paths, and the thermal stability of manganese iron lithium was very good.

Q: High compaction?

Reaching high compaction will be quick, and now the density is 2.3-2.4, which is different for each family. Some can only do 2.1-2.2, 2.6 up high compaction, after the crushing, lithium ion in and out is very difficult, no sense for the battery, 2.4-2.5 is almost the same, and then up the meaning is not big, if the iron lithium can do 2.6, manganese iron lithium can also, the two structures are the same.

Q: Energy density and battery companies?

The energy density is currently 15% higher than lithium iron phosphate, and the high voltage of manganese determines that the price is 5-6% higher. The old line is over 1,000, 22 years can do 10,000, next year to 10,000 tons of production capacity. It can only be said that the current level of 10,000 tons has been planned, and the specific tens of thousands depend on the requirements of the main engine factory. The new investment amount of the 10,000-ton production line will not be too far from the iron and lithium line.

Q: Craftsmanship?

It is not pure hydrothermal nor is it a pure solid phase. What is the method of high compaction? Signed a confidentiality agreement, there are many paths to achieve high compaction, the technical angle is very clear.

Q: Iron and manganese voltage platforms are not the same, resulting in different voltages how to solve?

Iron platform low manganese high, we are divided into two pieces, pure use and mixed use, mixed time is mainly manganese, hardware BMS can be used inside, software BMS can be counted integral, loaded according to voltage. Existing BMS can be applied directly.

Manganese itself synthesizes precursors, manganese-iron-related. Other homes buy raw materials, and we are our own synthetic precursors, which is also a barrier.

Q: What is the difference between two rounds and four rounds?

The security requirements are higher, and the protection system is not as good as the four wheels; the four wheels have high cost requirements for capacity. There is no fundamental difference in technology, and the long certification cycle is what all materials need to be that long.

Q: German Nano wants to build a production capacity of 100,000 tons, compare the technical process?

German nano intends to establish, how much of it is for lithium ferromanganese phosphate is not known, at present do not see its products, may have cooperation with other companies. At present, I have contacted down the main engine factory with his family manganese iron lithium no.

Q: Is lithium manganese iron a substitute for LiFSI, a small temperature-controlled material?

In fact, the case of use, manganese iron lithium is the best to make at low temperatures, better than pure ternary pure iron lithium, the data is not easy to disclose, real. Commercial flashpoint, two-wheeled vehicles have been detonated, four-wheeled vehicles are not easy to predict, or hot trends, depending on the downstream customers can be announced when to judge.

Q: Are the lithium manganese lithium formulas combined or separate?

The chemical formula is formed together, there are both manganese and iron in the crystal, and the ratio of iron and manganese can be adjusted, and the symbiotic relationship is generated. Lithium manganese phosphate technology angle is an insulator, technically challenging, the production process requirements are much higher, if you want to complete at ten times the cost, the cost is not high. Technically can be discussed, but commercially unrealistic at the moment.

Q: How much does the energy density increase?

Manganese is 20-30% higher than iron, manganese and iron ratio of 6:4 can increase the energy density by 15%-20%, there is no room for improvement in the performance, the unit of manganese increased by 4.1 and the unit of iron corresponds to the gap of 3.4, so in theory, with the higher the manganese energy density is higher and higher.

Q: What is the ratio of manganese to iron?

Each has several products, the proportion is variable, there is no fixed value.

Q: Manganese domestic manufacturers?

Ternary also uses manganese sulfate, and ternary uses which manganese iron lithium also uses those home. Environmental protection requirements are indeed high, manganese-related companies are many, not lack of materials, one or two problems do not affect the overall situation, cobalt and nickel prices fluctuate greatly.

Q: Liquid phase method or solid phase method?

Liquid phase method energy density is high, solid phase method cost advantage is obvious, there is no absolute good or bad, to achieve the combination of technology and cost is the highest cost performance, but also to meet the downstream needs.

Q: The only disadvantage of lithium manganese iron is that the number of cycles is not high, and there is room for future improvement.

The monomer is more than 2000 weeks, and the iron lithium is higher. It is no problem to improve in the future, and it is almost possible to raise it to iron lithium, because the structure of the two is the same. Ternary and lithium manganate are worse, if the electrolyte of these intermediate materials can be changed can also be improved, but this we leave aside, just for the evaluation of the monomer, lithium manganese iron to reach close to the number of cycles of lithium iron is no problem.

Q: Disadvantages of lithium manganese lithium manganese technology?

Application manufacturers are not many, the market point of view of the production capacity needs to be solved urgently, the energy density will not be higher than the ternary, can only be close to the level of 523, compaction can only be close to lithium iron, to achieve more than 3. Only ternary and lithium manganese oxide can do.

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