Daim duab 1: Panoramic Txheej txheem cej luam - Lub Pyramid los ntawm "Resources" mus rau "Applications"

Upstream: Resource Foundation

Kev tsim cov roj teeb lithium pib nrog kev rho tawm cov peev txheej tseem ceeb hauv cov ntxhia, suav nrog:

Lithium(los ntawm cov pas dej brine lossis nyuaj- pob zeb mines)

Nickel

Cobalt

Graphite

Tuam Tshoj tam sim no tuavkwv yees li 85% ntawm lub ntiaj teb lithium carbonate ua lub peev xwm.

CovTuam Tshoj lithium roj teeb lag luam loj txog li RMB 1.75 trillion hauv 2024.

Midstream: Manufacturing Core

Lub midstream sector tsom rau kev tsim cov khoom siv roj teeb thiab kev tsim khoom ntawm tes.

Plaub yam khoom tseem ceeb

Cov khoom siv cathode:~ 40% ntawm cov nqi roj teeb

Cov khoom siv anode: ~10–15%

Electrolyte: ~10–15%

Separator: ~8–12%

Kev tsim khoom

Kev npaj khoom siv
→ Kev tsim khoom ntawm tes(winding lossis stacking, electrolyte filling)
→ Roj teeb pob sib dhos (PACK, suav nrog BMS)

Lub midstream manufacturing segment account raukwv yees li 70% ntawm tag nrho cov nqi roj teeb.

Downstream: Application Market

1. Cov roj teeb fais fab (tus tsav tsheb loj tshaj plaws)

Kwv yees li62% ntawm kev ua lag luam

2. Lub zog cia roj teeb (thov kev loj hlob thib ob)

Kev loj hlob sai mus rau ib puag ncig25%

3. Cov khoom siv roj teeb

Siv nyob rau hauv portable electronics thiab cov neeg siv khoom.

Daim duab 2: Core Manufacturing - "Plaub Cov Khoom Siv Tseem Ceeb" thiab Hnub Yug ntawm Roj Teeb Cell

1. Cov Khoom Siv Cathode (Qhov Chaw Lub Zog)

Lithium ntsev (lithium carbonate / lithium hydroxide)
→ Synthesis txheej txheem
→ Cathode cov ntaub ntawv xws li:

High -nickel ternary khoom (NCM811)

Lithium hlau phosphate (LFP)

Cov txheej txheem thev naus laus zis tam sim no tab tom mus raunickel cov ntsiab lus siab duarau siab zog ceev.

2. Cov khoom siv Anode (Lithium Storage Host)

Ntuj graphite

Artificial graphite

Yav tom ntej evolution trend:

Silicon{0}} cov khoom siv sib xyaw ua ke

3. Separator (Safety Barrier)

Ob hom loj:

Cov txheej txheem ntub dej cais(thinner, kev ua tau zoo dua)

Qhuav txheej txheem separators(tus nqi qis)

4. Electrolyte (Ion Thauj Nruab Nrab)

Electrolytes yog tsim los ntawm kev sib xyaw:

Cov kuab tshuaj

Lithium ntsev

Cov tshuaj ntxiv

5. Cov txheej txheem tsim khoom ntawm tes

Cov kauj ruam tseem ceeb suav nrog:

Sib tov
→ Txheej
→ Calendering
→ Stacking los yog winding
→ Electrolyte filling
→ Sealing thiab ntim

Qhov no muab qhov nruab nrab raulithium -ion thauj ntawm electrodes.

Daim duab 3: Daim Ntawv Thov Tsav Tsheb thiab Green Closed-Loop System

Daim Ntawv Thov Kev Lag Luam Tsav Tsheb

Daim Ntawv Thov Kev Lag Luam Tsav Tsheb

Hluav taws xob tsheb (Power Batteries)

Lithium roj teeb xav tau muaj zog tsav los ntawm lubtshiab zog tsheb kev lag luam.

Hom roj teeb muaj xws li:

High - tsheb kawg:Ternary lithium roj teeb

Nkag mus - theem tsheb:Lithium hlau phosphate roj teeb

Energy Storage Systemms

Cov qeb loj muaj xws li:

Kev siv hluav taws xob- nplai cia (sab tsim hluav taws xob)

Commercial & industrial zog cia

Lub zog txuag chaw nyob

Consumer Electronics thiab Emerging Fields

Cov ntawv thov suav nrog:

3C cov khoom siv hluav taws xob

Drones

Tsawg-qhov siab kev lag luam kev lag luam

Circular Recycling Industry Chain

Cov roj teeb uas tau so haujlwm nkag mus rau hauv cov saw hlau rov ua dua:

Siv roj teeb
→ Thib ob -kev siv lub neej(lub zog cia, qis- tsheb fais fab, thiab lwm yam.)
→ Cov khoom siv rov ua dua tshiab

Cov txheej txheem rov ua dua tshiab suav nrog:

Kev rhuav tshem

Hydrometallurgy / Pyrometallurgy / Mechanical txheej txheem

Cov txheej txheem no rov qab muaj txiaj ntsig zoo xws li:

Lithium

Nickel

Cobalt

Cov ntaub ntawv rov qab tau rov qab siv dua los tsimcov khoom siv cathode, tsim lub kaw - voj voog:

Cov peev txheej → Cov khoom siv → Cov khoom siv rov ua dua tshiab → Cov khoom siv rov ua dua tshiab

Qhov no tsim ibSustainable ncig ecosystem rau kev lag luam roj teeb lithium. 🔋🌱