electrolyte additives: the amount doubles, the price bottoms
Current VC+FEC production capacity 5,000 tons, full production; 9,000 tons added in Q1 23, and the production capacity increased to 14,000 tons; it is expected that shipments in 23 will be 11,000 tons, and the will more than double the year-on-year ; the company has been in the domestic long-term cooperation and overseas framework agreement, and has maintained full production status for 23 years.
VC/FEC is a heavy asset industry with an investment of over 1 billion tonnes; in addition, the production and manufacturing costs account for 60%, which makes the industry cost different; in the past six months, the price has dropped from 500,000 to 100,000 yuan, and has reached a relative bottom. Huasheng's cost was around 60,000 last year, which was more than 15,000-20,000 yuan lower than its peers' cost (Huasheng was 65,000 yuan in 2021, and Huayi was 117,000 yuan); at present, many companies lost profits at the price, while Huasheng expects to make a net profit of more than 20,000 yuan per ton.
negative electrode black technology: contributes to the second growth business
19 development, with a pilot line of 5,000 tons, and has recently obtained certification from many top battery factories, and has begun large-scale construction, with a 200,000 tons planning, and a first phase of 50,000 tons. Unlike the previous negative electrode process, the advantages are:
1) low energy consumption, cost reduction, bypassing graphitization and high-temperature coating, the investment of 10,000 tons is 50 million yuan, and the cost is 50,000-10,000 yuan/ton lower than the existing plan;
2) different coating modification plan, in situ growth process, functional molecules are grafted on the surface of graphite, and have chemical bonds with graphite body, which are more uniform, and have functional groups with electrolyte additives, which can be directly converted into SEI film in chemical reactions.
3) Reduce self-discharge by 60-80%, and the battery cycle life can be doubled.
is expected to be put into production in the third quarter of 2023, and 10,000 tons will be shipped in 23 years
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