At present, the overall transaction price of the electrolytic manganese market revolves around 26500-27000 yuan / ton, which is nearly 10,000 yuan / ton higher than the price of 16500-16700 yuan / ton in early June. A record high.
Manganese metal is a silvery-white metal, hard and brittle, but easy to oxidize in the air, manganese melting point of 1244 °C, boiling point of 1962 °C. Manganese resources are widely distributed in land and oceans, with global terrestrial manganese resources reserves of about 570 million tons (data released by the U.S. Geological Survey in 2015), and marine manganese nodule resource reserves of about 3,000 billion tons. There are two main ways to refine manganese metal: thermal (fire) and electrolysis (wet). The purity of metal manganese produced by the thermal method does not exceed 95 to 98%, and the energy consumption is high, the pollution is serious, and it has been gradually eliminated. The purity of the metal manganese produced by electrolysis can reach more than 99.7 to 99.9%, and the pollution is relatively small, and it has now become the main way of metal manganese production.
The use of manganese is very extensive, involving almost all aspects of human production and life. Of the manganese produced worldwide each year, about 90% is used in the steel industry, and 10% is used in non-ferrous metallurgy, chemicals, electronics, batteries, agriculture and other sectors, due to the introduction of sodium-ion batteries, which has increased the new demand for electrolytic manganese. The main electrolytic manganese concept stocks in the two cities are as follows:
002125 Xiangtan electrochemical
The company is the largest electrolytic manganese dioxide production enterprise in China, and also the largest production of green high-energy environmental protection batteries in China - mercury-free alkali manganese batteries for special electrolytic manganese dioxide production enterprises. The main business is engaged in two aspects: battery materials business and sewage treatment business. The battery materials business includes P-type EMD, alkali-manganese EMD, high-performance EMD, lithium-manganese EMD and lithium manganate cathode materials, of which P-type EMD, alkali-manganese EMD, high-performance EMD, lithium manganese emd are used in the production of primary batteries, lithium manganese cathode materials are used in the production of secondary batteries, and the company adopts the business model of "R&D-production-sales". The number of battery material sales increased over the same period of the previous year, and the unit price of sales increased compared with the same period of the previous year, and the profitability was enhanced.
Analysis of the main business composition of Oriental Wealth Software Xiangtan Electrochemical in 2020
The company's annual production capacity is 52,000 tons. The scale ranks first in the world's single factory in the same industry, accounting for 12.98% of the world's total output, the company is also the domestic large-scale production of electrolytic manganese dioxide enterprises with the longest history, in the world first developed a new process technology to produce mercury-free alkali manganese electrolytic manganese dioxide with manganese carbonate as raw material, and enjoys a high reputation in the electrolytic manganese dioxide industry at home and abroad.
Xiangtan electrochemical K-line diagram
600367 Red Star Development
The company's main business is barium salt, strontium salt and manganese products research and development, production and sales, barium salt and strontium salt is an inorganic chemical basic materials, manganese materials are electronic chemicals, the three major enterprises are high-tech enterprises. Manganese products include electrolytic manganese dioxide and high-purity manganese sulfate, which can be used in primary batteries and lithium-ion secondary battery cathode materials, respectively.
Analysis of the main business composition of the Oriental Wealth Software Red Star Development in 2020
Red Star Development Recent Trend Chart
Red Star Development Candlestick Chart
600116 Three Gorges Water Conservancy
The company's main business is power business: power supply, sales and service; Development, construction, design and operation management of power distribution systems; Engineering survey and design; Undertake the installation (repair, testing) of electric power facilities; Development, technology transfer, technical consultation, technical services of electric power technology; Sale and leasing of electricity materials; Power project development; Distributed energy comprehensive utilization services; Integrated energy services integrating power supply, gas supply, water supply and heat supply business. Production, processing and sales of roasted manganese, manganese carbonate, silicon manganese alloy and manganese ferroalloy.
Analysis of the main business composition of the Three Gorges Water Conservancy in the first half of 2021
Recent trend chart of the Three Gorges Water Conservancy
Overview of the application of manganese
The use of manganese is very extensive, involving almost all aspects of human production and life.
The use of manganese in the steel industry
The pig iron smelted in blast furnaces is generally an iron-carbon alloy, and the addition of a small amount of manganese can not only improve the operation and processing of smelting, but also improve the performance of pig iron.
The main role of manganese in steelmaking is deoxygenation, desulfurization and as an alloying element.
Application of manganese in the non-ferrous metallurgical industry
Aluminum manganese alloy plate manganese in the non-ferrous metallurgical industry has two main uses, one is to add manganese dioxide or potassium permanganate as an oxidant in the wet smelting process of copper, zinc, cadmium, uranium and other non-ferrous metals. The other is to produce many alloys with industrial value with copper, aluminum and magnesium, such as brass, bronze, white copper, aluminum-manganese alloy, magnesium-manganese alloy and so on.
Application of manganese in the battery industry
Zinc-manganese batteries Due to their ease of use and low price, zinc-manganese batteries are still the most widely used batteries, with the largest output value and output.
Application of manganese in the electronics industry
With the rapid development of electronic technology, the demand for manganese in the electronics industry is also increasing. The basic materials of the electronics industry are magnetic materials, especially soft magnetic materials, and soft magnetic materials are mainly manganese-zinc ferrite, because it has a narrow acoustic magnetic induction curve, which can be repeatedly magnetized, and has the characteristics of high permeability, high resistivity, low loss, etc. under the action of high frequency, and at the same time, it is inexpensive and has a wide range of sources, and has replaced most of the nickel-zinc ferrite, accounting for more than 80% of the soft magnetic materials.
Application of manganese in agriculture
Manganese is one of the indispensable trace elements for the normal growth of plants, it is involved in photosynthesis and nitrogen conversion, participates in the activity of many enzymes and redox processes, and can promote the synthesis of chlorophyll and the operation of carbohydrates.
The application of manganese in environmental protection
Manganese can also be applied to the treatment of sewage, waste gases and the purification of natural drinking water.
Application of manganese in the field of medicine
Potassium permanganate solution manganese is mainly used as a disinfectant, pharmaceutical oxidizer, catalyst and so on in the medical field.
Manganese in other applications
Manganese dioxide is often used as a catalyst in the laboratory, such as adding manganese dioxide to hydrogen peroxide to decompose oxygen. Manganese is also used as a fading, coloring and clarifying agent in the glass production process. The soap industry widely uses potassium permanganate or manganese dioxide as catalysts, and now manganese soap is also used as a catalyst to make soap. Manganese dioxide can not only be used as an oxidant in the printing and dyeing industry to prepare reduced green printing and dyeing pigments, but also as an oxidant to produce film films and photographic negatives. In addition, manganese is also used in the welding industry because it plays a role in desulfurization, deoxidization and improving the strength of the weld.
The above analysis is for reference only, not as a stock recommendation, please consider carefully and make your own decisions.