Lithium titanate battery market share rise,it may be good for titanium dioxide

July 6-7, by the China Chemical (601117) and the physical power industry association sponsored the “first lithium titanate battery industry chain symposium” opened in Wuxi, Jiangsu. According to the China Securities News, the total from the Chinese Academy of Sciences, Fudan University, Tianjin University, China Academy of Electric Power and other colleges and universities and scientific research institutions of experts and scholars, as well as Yinlong new energy, micro-macro power lithium batteries such as lithium enterprises in charge of a total of 300 I attended the seminar, seminars on the lithium titanate battery industry chain, material performance, system performance and market applications and other professional areas to explore and exchange.

June 2, the Ministry of Industry issued a “new energy vehicles to promote the use of recommended models directory” (the first batch of 2017), a total of 87 brands 309 models selected, compared with the third batch of 634 and the fourth batch of 453 models The number of passenger cars 29, accounting for 9.39%, passenger cars 189, accounting for 61.17%, 91 special vehicles, accounting for 29.44%. According to the technical route points, the fifth batch of new energy car directory contains a total of 264 pure electric vehicles, 42 hybrid models and 3 fuel cell models.

In all models, 87 models using three yuan lithium battery, are passenger cars and special vehicles; 162 models using lithium iron phosphate batteries, which use the bus has 145; 35 models using lithium manganese oxide battery, which The application of the bus has 29; another 12 models using lithium titanate batteries, are bus. Can be seen that the current use of more safety and stability of the lithium iron phosphate battery, passenger cars use more energy density is relatively high three yuan lithium battery. At the same time, according to statistics, 270 models using permanent magnet synchronous motor, accounting for 87.38%, only a few models using AC induction motor.

Zheshang Securities pointed out that this batch of models in the 12 models of passenger cars using lithium titanate batteries, accounting for 6.35% of the crowded passenger car models; and the third and fourth batch of promotional catalog, respectively, 19 and 6 bus models The use of lithium titanate batteries, respectively, when the batch directory bus models of 4.19% and 2.24%, showing the application of lithium titanate batteries in the bus has increased the proportion. Compared with the current widely used lithium iron phosphate battery, three yuan lithium battery, lithium titanate battery in the cycle life and fast charge performance advantages, the application of the appropriate scene (such as fixed line bus), you can properly avoid energy Low density of the shortcomings. Lithium titanate batteries are expected in the application of new energy vehicles will gradually expand.

According to Huai Xin information reported that in recent years, Zhuhai Yinlong, Xingneng Group and other lithium titanate battery manufacturers intensive expansion of high-end demand for titanium dioxide surge, causing titanium dioxide enterprises attention. Cobalt prices for the past six months due to the new energy vehicles ternary materials and sought after speculation by the capital, and with more and more industrial capital overweight lithium titanate batteries, high-end demand for titanium dioxide began to increase rapidly, is expected to reshape the development trend of titanium dioxide industry