Just yesterday, the price of this important material for lithium batteries has risen again, according to reports, the spot price of electrolytic manganese has risen by about 25% since the end of June, does manganese have the opportunity to become the fourth new energy vehicle metal that has been hyped after lithium, cobalt and nickel?
Recently, due to environmental protection inspections and power restrictions and other factors, many manganese plants have reduced production this month, increasing the tension of spot resources, and the supply side of the electrolytic manganese market has been significantly reduced, giving the market certain support. The price of electrolytic manganese continues to rise, some merchants have reported more than 20,000, and some high prices have also been reported at 20,300 yuan / ton.
What many people are not clear is that the ternary lithium battery we often say is actually a combination of nickel, cobalt, manganese + lithium, cobalt and nickel because it is more scarce, the market attention is higher, and manganese is ignored by the market in the direction worth our good digging, in addition to the field of lithium batteries, silicon manganese is also an important additive to steel, in steelmaking a small amount of silicon manganese can greatly improve the hardness of steel, toughness and other indicators, the recent crude steel price has risen sharply, and a new round of steel moves is expected to be concentrated, it is expected that manganese prices will also rise high, These four electrolytic manganese faucets are expected to usher in a wave of rapid growth, and the military division will immediately take stock for you!
Red Star Development (600367)
The company's manganese products, including electrolytic manganese dioxide and high-purity manganese sulfate, etc., of which high-purity manganese sulfate is mainly used for lithium battery ternary cathode materials
Manganese products mainly include EMD for primary batteries and lithium batteries, high-purity manganese sulfate, manganese tetroxide and other products. At the same time, the company is also involved in the production and sales of battery-grade lithium carbonate and by-products sulfur, urea, sodium sulfide, barium slag environmental protection bricks, and the natural pigment industry. Subsidiary Guizhou Red Star Development Dalong Manganese Industry Co., Ltd. completed the optimization of high-purity manganese sulfate impurity removal technology and lithium carbonate process optimization, etc., providing technical reserves and problem solutions for lithium manganese series products to improve quality and expand energy and efficiency.
Ordos (600295)
The company is the world's largest single ferrosilicon production enterprises, silicon manganese ferrosilicon production first
The company's power metallurgical and chemical sector business is relying on the local rich coal, silica, limestone resources, to the deep processing and transformation of resources to enhance the value of the main line, in accordance with the circular economy industry chain model, based on the development of coal and other mineral resources, the power industry as the energy hub, around the production of ferrosilicon alloys and chlor-alkali chemical products, the comprehensive use of "three wastes" (waste gas, waste residue, wastewater), the formation of the most complete "coal and other mineral resources - electricity - ferrosilicon alloy", "coal and other mineral resources - electricity - chlor-alkali chemical" production line, At present, the formation of ferrosilicon production and marketing scale of the world's first, chlor-alkali chemical production and marketing scale of the country's fourth, Inner Mongolia first industrial scale, the company has realized the power metallurgical chemical business upstream and downstream products orderly link, multi-level utilization, transformation and value-added mode, to create a resource conversion and upgrading as the leading supporting perfect, reasonable structure, rich chain of heavy chemical industry cluster, the formation of the whole industry chain to participate in the terminal product market competition and upstream and downstream integrated operation of the circular industry operation pattern.
Xiangtan Electrochemical (002125)
The domestic leading company of electrolytic manganese dioxide has high-purity manganese sulfate for ternary cathode materials for lithium batteries
The company adjusts the product structure according to the needs of customers, and tracks and monitors, strictly controls raw materials and product quality, improves the construction of quality system, the company's product quality is stable and superior, and high-performance products are praised by customers; innovative procurement channels reduce procurement costs, strengthen various expense control, strengthen the optimal allocation of personnel; increase research and development efforts, and continuously carry out technology and product innovation. According to market changes to quickly adjust the marketing strategy, further strengthen the strategic cooperation with large customers, the proportion of large customers steadily increased; lithium manganese oxide type electrolytic manganese dioxide product demand growth, showing a situation of short supply, the company seized the opportunity, and actively open up new customers, expand market share, while the wholly-owned subsidiary Jingxi Denhua is expanding the annual output of 10,000 tons of high-performance lithium manganese oxide type electrolytic manganese dioxide production line, optimize the company's product structure.
Sinosteel Tianyuan (002057)
The world's largest supplier of manganese tetroxide, the shareholding company Guizhou Jinrui is mainly engaged in high-purity manganese tetroxide, high-purity manganese sulfate and so on.
The company's scientific and technological innovation work closely focuses on the high-quality development of the industry and the major technical needs of the country, focuses on the core role of "technical support" and "forward-looking leadership", takes the research and development project as the main starting point, transforms scientific and technological achievements into the focus, continuously improves the construction of innovation system and mechanism, the construction of R&D software and hardware, and unremittingly explores the breakthrough point of the service industry and the sustainable virtuous cycle innovation model of "R&D-reserve-transformation-re-research".
The company's battery grade manganese tetroxide is mainly used for the manufacture of lithium battery cathode material lithium manganate, electronic grade manganese tetroxide is widely used in automotive, photovoltaic, electronics, home appliances, 5G communications, electricity, charging piles and other industries, can also be used for optical glass, thermistor and other functional materials, battery grade manganese tetroxide into the customer supply chain, and in the international first-line battery customers for certification.
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