Lithium battery blockbuster file, leading benefits

First, the Ministry of Industry and Information Technology plans to reduce the expansion of battery production capacity

In the past few years, the lithium battery industry has developed rapidly. According to the data released by the Ministry of Industry and Information Technology, in 2022, the output of lithium-ion batteries in mainland China will increase by more than 130% year-on-year, and the total output value of the industry will exceed 1.2 trillion yuan.

In order to further strengthen the management of the lithium-ion battery industry and promote the high-quality development of the industry, on May 8, the Electronic Information Department of the Ministry of Industry and Information Technology issued the "Public Solicitation of Opinions on the Lithium Battery Industry Specification Conditions and Announcement Management Measures (Draft for Comments)", which proposed:

Production and operation: the annual R&D and process improvement expense rate is not less than 3%, enterprises are encouraged to create green factories, the capacity utilization rate of the previous year is not less than 50%, and the electrode coating uniformity, burr control in shearing, electrode alignment control, electrochemical consistency, and harmful impurities control are required.

Power battery: (1) Energy type - energy density: ternary cell ≥ 230Wh/kg, Pack≥165Wh/kg, lithium iron≥165Wh/kg, Pack≥120Wh/kg; (2) Power type - power density: cell ≥ 1500W/kg, Pack ≥ 1200W/kg. (3) All models - cycle life: 1500 times for monomer ≥, 1000 times for Pack ≥.

Energy storage battery: (1) Energy density: cell ≥ 155Wh/kg, Pack≥110Wh/kg; (2) Cycle life: 6000 times for monomer ≥, 5000 times for Pack ≥.

Consumer batteries: (1) Energy density: battery ≥ 260Wh/kg, Pack≥200Wh/kg; (2) Cycle life: monomer + Pack≥ 800 times.

正极-比容量：磷酸铁锂≥155mAh/g ，三元≥180mAh/g，钴酸锂≥165mAh/g，锰酸锂比容量≥115mAh/g。

负极-比容量：碳(石墨)≥340mAh/g，无定形碳≥280mAh/g，硅碳≥480mAh/g。

隔膜：①干法单向强度：纵向拉伸≥120MPa，横向拉伸≥10MPa，穿刺≥0.133N/μm；②干法双向强度：纵向拉伸≥110MPa，横向拉伸≥25MPa，穿刺≥0.133N/μm；③湿法双向强度：纵向拉伸≥110MPa，横向拉伸≥90MPa，穿刺≥0.204N/μm。

电解液:水含量≤20ppm,氟化氢含量≤50ppm,金属杂质钠含量≤2ppm,其他金属杂质单项含量≤1ppm,硫酸根离子含量≤10ppm,氯离子含量≤5ppm。

Second, improving product quality is a top priority for the development of the lithium battery industry

In the context of global competition, the upgrading of China's lithium battery industry is particularly critical. At present, China is already the world's largest producer and consumer of lithium batteries, but its share in the high-end market is limited. By improving product quality and technical level, China's lithium batteries can not only meet the domestic demand for high-performance batteries, but also occupy a more favorable position in the international market.

For consumers, the shift in lithium battery production capacity to high-end and high-quality will bring safer and more stable product choices. For example, the range of smartphones will be greatly improved, and the range and charging speed of electric vehicles will also be significantly increased. At the same time, with the development of renewable energy, efficient and reliable energy storage systems will become an important support for the development of smart grids and clean energy.

This guiding strategy of the Ministry of Industry and Information Technology is not only a profound change in the current lithium battery market, but also a forward-looking layout for the upgrading of the future energy structure. It marks that China's lithium battery industry will enter a new stage of quality first and innovation-driven, so as to better serve the development of the national economy and play a leading role in the field of global battery technology.

3. Analysis of relevant beneficiary concept stocks:

The supply-side reform of the lithium battery industry can refer to the supply-side reform of the steel industry, eliminate backward production capacity, survive the fittest, benefit the high-performance solid-state battery industry chain, and benefit the disorderly development of the lithium iron phosphate industry chain.

The four main materials in the lithium battery industry, electrolyte and separator do not need to be considered, and solid-state batteries are the ultimate batteries, which do not need electrolytes and separators. Cathode materials, lithium iron phosphate are too bad, and the output of domestic enterprises can be fed three times in the world. High-performance lithium batteries, cathode materials must choose high-nickel ternary and manganese-rich lithium, manganese ore in Xiangtan Dianhua and western gold has risen sharply.

There are two targets for high nickel ternary: Dangsheng Technology and Rongbai Technology.

Among the anode materials, silicon-carbon anode and lithium metal will become the mainstream, while lithium metal is used for all-solid-state batteries, and it is estimated that it will take three years before it becomes popular, mainly because it is too expensive.

The carbon nanotube is a high-performance lithium battery essential product, mainly to improve the conductivity to achieve fast charging, fast charging is a must for all power batteries in the future, lithium batteries that do not support fast charging are hooligans, carbon nanotubes are two: Tiannai Technology and Dow Technology.

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