Divine materials: ternary and iron lithium batteries are constantly updated and the amount of lithium difluorosulfonimide will be higher and higher.

On June 18, Tianci (002709) said that ternary and iron lithium batteries are constantly updating and iterating, with higher requirements for high and low temperature, cycle performance and magnification, and the technology trend is that more LiFSI (difluorosulfonimide) will be used, and the addition amount of products will be higher and higher. And after the scale of the product, the cost advantage of LiFSI will be further reflected.

In addition, Tianshi material also introduces the advantages of liquid lithium hexafluorophosphate plant: first, in terms of product quality, after liquification, the product uniformity is better, which is more conducive to the stability / uniformity of customer product quality and improve the consistency of cell performance; the yield of raw materials is high: compared with solid hexafluorine, the yield of liquid lithium hexafluorophosphate can reach more than 99%. Second, in terms of cost, the per ton investment of liquid lithium hexafluorophosphate is lower than that of solid products, and it also has significant comparative advantages in terms of conversion and yield.

The Battery Network noted that on the evening of June 17, Tianshi material issued three investment announcements in succession, agreeing to the company's wholly-owned grandson company Chizhou Tianzhi to use self-raised funds to invest in the construction of a new lithium electricity material project with an annual production capacity of 152000 tons. It is agreed that the company's wholly-owned subsidiary Tianshi New Power will use self-raised funds to invest in the construction of an annual electrolyte basic material project with an annual production capacity of 62000 tons. It is proposed to invest in the construction of an annual ferric phosphate project with an annual capacity of 300000 tons (first phase) through the establishment of a joint venture subsidiary

The proposed new production capacity of the above investment projects includes 60 000 t of difluorosulfonimide and 150000 t of liquid lithium hexafluorophosphate.

According to Tianshi material, according to the company's previous new projects and capacity reserves, supply may be relatively tight by 2023, and the expansion of 150000 tons of liquid lithium hexafluorophosphate is mainly to meet subsequent market demand.

Tianzi material said that in recent years, the company has successively developed and distributed liquid lithium hexafluorophosphate, LiFSI, VC, DTD, lithium difluorophosphate and other core electrolyte raw materials and additives, forming an integrated layout strategy based on electrolyte raw materials. In the private offering project in 2020, the company once again improved the integration of "sulfuric acid-hydrofluoric acid-LiF/PF5- lithium hexafluorophosphate-electrolyte" industry chain to comprehensively enhance the self-yield of raw materials and continuously strengthen the company's core competitiveness.