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The 5th China International Nickel-Cobalt-Lithium Summit Forum came to a successful conclusion.
Jul 14,2020 17:08CST
translation
Source:SMM
The content below was translated by Tencent automatically for reference.

SMM7 March 14: in order to explore the current situation and development strategy of the new energy industry, further promote the sustained and healthy development of China's new energy industry, and sort out, analyze and look forward to the current situation of the relationship between upstream and downstream, sponsored by Shanghai Nonferrous Network Information Technology Co., Ltd. The (Fifth) China International Nickel, Cobalt and Lithium Summit Forum, directed by China Renewable Resources Industry technological Innovation Strategic Alliance and Shanghai Nonferrous Metals Industry Association, was officially held in Ningbo on July 14-15. The meeting was officially opened in a speech by Cai Jianyong, chairman of Qin Resources Science and Technology Development Co., Ltd., and Fan Xin, general manager of Shanghai Nonferrous Network Information Technology Co., Ltd. This meeting gathered the participation of more than 1000 colleagues in the upper and lower reaches of the industrial chain, and carefully arranged face-to-face negotiations and supply-demand exchanges among famous enterprises, allowing enterprises to expand customer resources and market in this rare professional platform.

The meeting is divided into three forums: China International Lithium Industry chain Summit Forum, China International Nickel-Cobalt Industry chain Summit Forum, China International Lithium key Materials Summit Forum. At the meeting, Fu Peng, chief economist of Northeast Securities, gave a keynote speech on "blocking the fate of depression to ICU, but still facing the basic disease-observation of the world pattern after the epidemic: debt trap". Association experts, industry celebrities and senior analysts explained the current situation and future development prospects of the nickel-cobalt-lithium industry, and studied and judged the price trend of nickel-cobalt-lithium on the basis of the fundamentals.

Distinguished speakers:

Cui Dongshu, secretary general of the National passenger vehicle Market Information Association, interpreted the development planning of the new energy vehicle industry, the change of the double points policy, and the new energy vehicle market and support policies under the epidemic.

CTO Lin Jian, Chief Technology Officer of Shenzhen Bic Power Battery Co., Ltd., delivered a keynote speech on "the Application of High Nickel Ternary in Cylindrical batteries".

Chen Xin, chairman of Shandong Xicheng New material Technology Co., Ltd., analyzes graphene carbon nanotube technology and lithium electricity application.

Fan Xin, CEO of Shanghai Nonferrous Network Information Technology Co., Ltd., introduced the practice and reference of new energy industry pricing.

Hu Jian, vice president of Shanghai Nonferrous Network Information Technology Co., Ltd., on how to stay green in the new energy industry? The theme of how to change the concept of extensive development to prudent investment gives professional guidance.

"[nickel, cobalt and lithium summit] there are four major results of the extensive development of the new energy industry chain. Investment needs to be considered in these aspects.

RhoMotion Executive Director AdamPanayi gave a speech on the global electric vehicle market in the post-epidemic era. He said the recovery in the electric vehicle market was roughly in line with our expectations and we were entering a "medium impact" phase. In Europe, the downturn may not be that long-lasting, but the important thing is that the electric car market seems to have bottomed out. The restocking cycle has cushioned electric vehicles, leaving them with strong penetration during the economic downturn. The change of regional sales mode will have an impact on the dynamics of the battery market. For electric vehicles, the stimulus package may be good for the electric car industry, but it will not be the main driver of recovery. We hope that these effects will be relatively short-lived.

[nickel-cobalt-lithium summit] the global electric vehicle market in the post-epidemic era, the European market may have bottomed out.

Cai Jianyong, chairman of Ningbo Liqin Resources Technology Development Co., Ltd., shared the "general situation of wet nickel-cobalt project construction in Indonesia". He said: "Ningbo Liqin Resources Technology Development Co., Ltd. has the largest share of nickel laterite trade in China for four consecutive years. In 2019, it imported more than 20 million tons, with a market share of 28%. It also has five interests in nickel mines in Indonesia and other places. In 2015, it acquired Jiangsu Huiran Industrial Co., Ltd., which is currently wholly-owned, with an annual output of 30, 000 tons of metal. In 2018, Liqin established a joint venture with Indonesia's Harita Group to build a wet smelting project for laterite nickel ore in Indonesia, using the leading high-pressure acid leaching HPAL process. It is expected to be put into production in the second half of 2020 to produce 160000 tons of nickel sulfate, which is also the first production line in the world to produce nickel sulfate directly from nickel laterite ore. "

"[nickel, cobalt and lithium summit] the demand for new energy vehicles will become mainstream and the demand for nickel and cobalt will change like this.

Yue Yuanbin, secretary of the board of directors of Luoyang Luanchuan Molybdenum Group Co., Ltd., analyzed the development of global cobalt resources mines. He said: "Luomolo Group, the world's second largest cobalt producer, owns 56 per cent of the mine indirectly in TFM Mining, which is located in the Democratic Republic of the Congo, and has the exclusive right to buy another 24 per cent of the TFM copper-cobalt mine. The concessionary mining area of the mine covers an area of nearly 1600 square kilometers and covers the exploration, mining, extraction, processing and sale of copper and cobalt ores. Let us in the face of the lack of domestic cobalt resources, we can still ensure stable production. "

Hu Guorong, a professor at the School of Metallurgy and Environment of Central South University, analyzed the industrial status of high nickel ternary cathode materials for lithium ion batteries, and gave some suggestions for future development: "High nickel MCN and NCA materials with high energy density are the preferred cathode materials for lithium batteries for electric vehicles. At present, there are still some problems in high nickel MCN and NCA materials, such as safety, cycle life, high surface residual alkali content and so on, which need to be further studied and improved. Considering the advantages of cost, cycle and safety performance of lithium iron phosphate, combined with lithium iron phosphate blade battery and CTP battery, the future technical route of electric vehicles will be that ternary materials and lithium iron phosphate keep abreast of each other. Some suggestions for the future development of high-nickel ternary materials are as follows: solving safety problems, further improving range, further increasing industrial concentration, large-scale and intelligent equipment, selecting dry areas and areas with cheap electricity, extending upstream and downstream to enhance industrial competitiveness, doing a good job in battery recycling, co-production of high nickel ternary and lithium ferric phosphate, reducing costs, industrial mergers and acquisitions, and promoting the healthy development of the industry! "

[nickel-cobalt-lithium summit] Industry status and future development of high-nickel ternary cathode materials for lithium-ion batteries

Huo Yuan, senior analyst of cobalt industry in Shanghai Nonferrous Network Information Technology Co., Ltd., analyzed the change of global cobalt supply and demand pattern and future development trend under the new crown epidemic. "the uncertainty of the epidemic in Africa has increased and the supply of cobalt raw materials is unstable; the Glencore Mutanda copper and cobalt mine has been shut down and the global supply of cobalt raw materials has been reduced; and SMM expects China to import 86000 tons of cobalt raw materials in 2020, down 4 per cent from a year earlier," she said. The terminal industry is affected by the epidemic in 2020, the demand is depressed, the epidemic control is optimistic, and the terminal demand may improve gradually from 2021 to 2022. In terms of cobalt sulfate, China's cobalt sulfate began to accumulate stocks in December 2019, the uncertainty of cobalt raw materials increased, the downstream demand warmed up, and the supply and demand structure of cobalt sulfate improved in the second half of the year. In terms of cobalt tetroxide, the inventory of cobalt tetroxide in China began in June 2020, and SMM expects that the main tone in the second half of the year will be destocking. In terms of lithium cobalt, the upgrading of 5G smartphones, online courses on tablets, the trend of high voltage and high capacity of batteries, demand for e-cigarettes, drones, TWS headphones and smart homes have been driven, and some 3C and battery overseas orders have been transferred to China. The supply of lithium cobalt in China will increase in 2020 and is expected to increase by 15% compared with the same period last year. "

[nickel, cobalt and lithium summit] the epidemic in Africa is unpredictable, cobalt raw material supply is at risk, and cobalt demand is expected to recover gradually.

JimLennon, senior commodity consultant at MacquarieCommoditiesStrategy, shared the distribution of global nickel resources and expansion projects. "the substantial growth in NPI in 2018 and 2019 and the collapse in demand have led to a glut in the global market, and there are still short-term downside risks in our demand forecasts, but there are also downside supply risks," he said. The use of battery nickel will be the main area of growth for nickel by 2030-there is great uncertainty about the real growth rate by 2020, but in our view, medium-term risks remain. The supply response to meet the incremental demand growth comes from Indonesia, currently from NPI, but in the future from high-pressure acid leaching projects. HPAL's record creates uncertainty. We increasingly believe that converting NPI/FeNi to fog / refining may be a source of growth for nickel in batteries. "

"the impact of the [Nickel-Cobalt-Lithium Summit] epidemic on the supply and usage of Nickel batteries in Indonesia

Liu Yuqiao, senior nickel industry analyst at Shanghai Nonferrous Network Information Technology Co., Ltd., reviewed the Chinese nickel market price in 2019, and predicted the future market: "in 2020, China's primary nickel supply fluctuated between 10-120000 nickel tons per month, showing a stable performance compared with last year's data. Although there is little change in quantity, its structure has changed obviously. As can be seen from the figure on the right, the changing trend of domestic primary nickel supply structure is as follows: 1. Increasing trend: imported ferronickel. The increment of imported nickel iron mainly comes from Indonesian nickel pig iron, and with the further expansion of Indonesian nickel pig iron, it is still in an increasing trend; 2, the shrinking trend: domestic nickel pig iron, imported electrolytic nickel. Since the mineral ban in Indonesia, domestic nickel pig iron is facing strong cost pressure, and the phase-out and production reduction process of small and medium-sized enterprises will continue in the next few years, while the decrease of imported electrolytic nickel is mainly affected by the reduction of pure nickel consumption in Chinese stainless steel plants. 3. The proportion is basically stable: domestic electrolytic nickel, general nickel, nickel salt. It is estimated that the total output of nickel sulfate in 2020 will be 523100 physical tons, a decrease of 15.82% compared with the previous year. On the one hand, due to the large accumulative inventory of nickel sulfate in 2019, about 72500 physical tons; on the other hand, due to the reduction of terminal consumption and downstream demand of nickel sulfate affected by the epidemic this year, the price of nickel sulfate is close to the cost, and most nickel sulfate plants choose to reduce production or stop production. It is expected that with the improvement of the epidemic next year, the terminal consumption of nickel sulfate will pick up under the stimulus of the policy, and the production of nickel sulfate will also increase. "

[nickel, Cobalt and Lithium Summit] actual situation of Nickel supply after Mineral ban in Indonesia consumption tracking Nickel Price V-shaped rebound after epidemic situation

Wang Sanyou, chief engineer of Hefei Rongjie Metal Technology Co., Ltd., said that judging from the current situation of the cobalt smelting industry, apart from the impact of the sudden global epidemic this year, the cobalt smelting industry chain faces frequent sudden changes in the volatility of policies and standards; the roller coaster fluctuation of the upper and lower ends; the imbalance of the ratio of production and demand-supply exceeds demand; changes in the demand structure of end products; The increase of production costs and the ski decline of profits; the lag of the progress of technology and production equipment; individual failure to abide by the rules is purely the interference of speculators; financing difficulties and poor capital flow and other problems. On the whole, there are still opportunities and risks in the cobalt smelting industry.

"[nickel, cobalt and lithium summit] there are still risks in the cobalt smelting industry. At first, these technologies are necessary!

Professor Xu Shengming, a research fellow and doctoral supervisor of the Institute of Nuclear Energy and New Energy Technology of Tsinghua University, explained the latest "lithium-ion battery recycling technology and the current market development status".

Mr. Xia Yonggao, PhD and graduate tutor of Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, gave a speech on the key technologies of high-value recycling and clean utilization of decommissioned power batteries.

Y.T.KIM, head of the research and development department of the Korea Battery Industry Association, introduced the battery recycling technology in Korea in detail. "between 2015 and 2017, the global electric vehicle market grew by 183 per cent, with China accounting for 60 per cent of the market, Europe 21 per cent and the US 13 per cent," Y.T.KIM said. China remains the world's largest electric vehicle market, selling nearly 1.1 million electric vehicles in 2018, an increase of nearly 600000 over 2017 and accounting for 55 per cent of the global electric vehicle market. South Korea aims to have 430000 BEV and 67000 FCEV on the road by 2022. "

Liu Yanlong, secretary-general of China Chemical and physical Power Industry Association, interpreted the development status and market trend of lithium-ion battery industry in 2020. "Lithium-ion batteries are mainly produced by Chinese, Japanese and Korean companies, accounting for more than 95% of global demand, and lithium-ion batteries are mainly used in digital consumer electronic products, new energy vehicles and energy storage," he said. The digital market mainly includes mobile phones, notebook computers, tablet computers, wearable devices, mobile power sources, etc.; the power market mainly refers to electric passenger cars, electric buses, electric bicycles, power tools and so on; energy storage market mainly refers to new energy storage, communication base station energy storage, industrial and commercial energy storage, household energy storage and so on. In 2017, digital accounts for 34.8%; power accounts for 60.2%; and energy storage accounts for 5%. In 2019, digital accounts for 21.5%; power accounts for 73.3%; and energy storage accounts for 5.2%. "

"Nickel-Cobalt-Lithium Summit] the expert's practical information on the current situation and future growth points of the lithium-ion battery market must be collected.

Wang Zhengwei, deputy general manager of Xingheng Power supply Co., Ltd., explained the application of multicomponent composite system based on lithium manganate in power battery. He said: "with the implementation of the national standard of electric bicycles and the implementation of policies such as purchase and emission restrictions, the new energy power market is accelerating to form a pattern of two-wheel and three-wheeled light vehicles, special purpose vehicles (logistics vehicles) and dual-100 electric vehicles and long-range electric vehicles going hand in hand. In the past five years, the sales of lithium electric two-wheeled vehicles have increased year after year, with a growth rate of more than 30%, reaching a high growth rate of 65.5% in 2019; new energy special vehicles will maintain steady growth; and passenger vehicles will maintain rapid growth, with a compound growth rate of 33.3% from 2019 to 2023. Based on light vehicles, logistics vehicles and double 100 electric vehicles, Xing Heng promotes the development of the long-lasting pure electric vehicle market, forms a market-oriented product positioning, and promotes the diversified growth of Xing Heng. Based on lithium manganate, the products are mainly used in three major fields: two-wheel and three-wheel electric vehicles, logistics vehicles, double 100 electric vehicles and long-range electric vehicles. Xing Heng's troika is composed of two-wheeled and three-wheeled electric vehicles, logistics vehicles, dual 100 electric vehicles and long-range electric vehicles to help Xing Heng diversify its development in the field of new energy. "

Application of [Ni-Co-Li Summit] Lithium manganate-based Multi-component Composite system in Power Battery

Hou Zhaoping, deputy general manager of Minmetals Salt Lake Co., Ltd., shared the development process of lithium extraction technology from salt lake and looked forward to it. "at present, there are two kinds of lithium deposits that can be developed and utilized worldwide, one is salt lake brine lithium deposits, and the other is rock lithium deposits, of which salt lake brine lithium resources account for more than 70% of the total resources, mainly distributed in Chile, Bolivia, Argentina, China and other places," he said. The lithium salt lake resources in China are mainly distributed in Qinghai and Tibet. Among them, there are 10 lithium ore producing areas with mineral reserves in Qinghai salt lake resources, with lithium chloride reserves of 24.4738 million tons. There are two super-large deposits in Chaerhan Salt Lake and Bieltan mining area, and three super-large deposits in Xitai, East Taijinel Lake and Yiliping mining area. Ten salt lakes have lithium resources of industrial grade of 8.92 million t, which can be developed and utilized. "

[nickel Cobalt Lithium Summit] Lithium Resources and Development status of Salt Lake in China Development and cost Evolution of Lithium extraction Technology from Salt Lake

Luo Wenbin, a professor at Northeastern University, interpreted the new process for the preparation and modification of lithium iron phosphate and its ideal matching with the negative electrode. "the state has included special new energy materials and devices in the strategic requirements of national planning," he said. The state encourages the research and development of low-temperature lithium-ion batteries to meet the energy storage needs of industries such as border defense equipment, new energy vehicles in cold areas, engineering construction, and field mining. At present, there is no commercial high-end hard carbon material supply enterprise in China, individual Japanese enterprises can produce this product, but the price is expensive and the output is limited. Because the material belongs to the special new energy strategic demand material, its high-end products are not exported. It limits the development of our country in this field. The anode material used in the production of lithium batteries in China is mainly graphite, with an annual consumption of about 50,000 tons. With the increase of national investment in the development of new energy vehicle batteries, the amount of graphite will also increase. However, the low temperature characteristic of graphite negative electrode is poor (serious electrical attenuation below zero), so it is difficult to be applied in national defense and some extremely cold fields. . Lithium ferromanganese phosphate cathode material was prepared by solution ao method using iron oxide scale of iron and steel plant as raw material. the process is simple, the product stability is high and the electrochemical performance is excellent. 2. Phenolic resin organic compounds are used as raw materials to prepare hard carbon, an anode material for low-temperature lithium-ion batteries, with an efficiency ≥ 90% for the first time, wide working temperature and excellent high current performance. 3. The next step is to use the full battery to systematize the performance parameters of the positive and negative materials to form a cryogenic battery system. "

"[Ni-Co-Li Summit] hard carbon can significantly improve battery performance to meet the requirements of automotive and military batteries in alpine areas.

Qin Jingjing, senior analyst of lithium industry in Shanghai Nonferrous Network Information Technology Co., Ltd., reviewed the global lithium industry market from 2019 to 2022, and predicted the price trend. She said: "on the supply side, the supply of Australian mines and Argentine salt lakes shrank significantly in the first quarter; on the demand side, car markets in Europe and the United States cut production on a large scale in April, and demand in emerging digital markets such as Africa and India recovered slowly. Since May 2019, with the rapid decline in domestic lithium carbonate prices, the overseas lithium carbonate market began to "destroy orders", and a large number of products poured into the Chinese market; in addition, as the overseas markets are mainly high-nickel models, the demand for lithium carbonate is low, more overseas salt lake enterprises have focused on the Chinese market, and the supply and price of domestic lithium carbonate may continue to face the pressure of overseas lithium imports in the future. There are two main reasons for the sharp decline in lithium hydroxide exports in the first quarter of 2020: 1, taking into account the Chinese New year holiday, overseas markets have been prepared in advance in the fourth quarter of 2019; 2, the spread of the epidemic has blocked import and export logistics. As the epidemic situation in China, Japan and South Korea was gradually brought under control, the export of lithium hydroxide was obviously repaired in April. In the next 10 years, the compound growth rate of China's new energy vehicle production will be 30%, and the proportion of new energy passenger vehicles will reach 94% in 2030. Ternary battery is the main type of battery in new energy passenger vehicles, and the process of high nickelization in China will be accelerated in the next 10 years. SMM believes that the removal effect of lithium ore is remarkable, smelting products and domestic ore stocks still need time to digest, and the global lithium raw materials may achieve a balance between supply and demand in 2022. "

[nickel, Cobalt and Lithium Summit] Lithium supply and demand carding and Price Prospect China's new energy vehicle production has a compound growth rate of 30% in the next 10 years.

Wu Hui, general manager of the research department of Yiwei Economic Research Institute, analyzed the market capacity and future trend of lithium battery in China: "We have reduced the sales of new energy vehicles in China to about 1.1 million in 2020, but looking forward to the next five years, we are still optimistic about China's new energy vehicle market. With the exception of China, the recovery of Europe and the United States after the epidemic will become an important global market for the sale of new energy vehicles. It is expected that with the superposition of small batteries and energy storage batteries, the global demand for lithium-ion batteries will be close to 900Gwh. "

[nickel, Cobalt and Lithium Summit] New Energy vehicle and Battery Market Research and Prospect are optimistic about the Chinese Market in the next five years

Liu Bowen, head of the research and development department of Shandong Haike Chemical Group Co., Ltd., explained the new development of lithium battery electrolyte solvent-assisted battery enterprises. He said the epidemic affected European and domestic markets; demand for Q2 bottomed out in 2020, but sales of electric cars rose sharply in the second half of the year under incremental indicators and subsidies in first-tier cities such as Beijing. In 2020, the epidemic affected sales of 450000 units, with an estimated global sales of 2.7 million units, an increase of 20%; a domestic forecast of 1.28 million units, an increase of 6%; a growth of 1.42 million units abroad, an increase of 35%; and a high opening and high performance in 2021, with double points and carbon emission policies supporting the bottom line. Global sales are expected to be 4 million units, an increase of 47%, domestic sales are expected to be 1.82 million units, an increase of 42%, and 2.15 million units abroad, an increase of 43%. In 2025, global sales of electric vehicles are expected to be 13.78 million, domestic 6.23 million, with a domestic electrification rate of 20%, and 7.55 million abroad and 22% in Europe. Since the beginning of this year, affected by the epidemic, the growth of the electric vehicle and lithium-ion battery industry has lagged to a certain extent, but does not change the long-term high growth trend. Lithium-ion battery is still the most feasible way of energy storage at present, and the market life cycle of carbonate as a mainstream solvent can be expected to be 8 Mel 10 years. Although it has been 30 years since the commercialization of lithium batteries, it is still a new thing to be used in electric vehicles, including a lot to be improved.

[nickel-cobalt-lithium summit] New energy vehicles have entered the accelerated development stage and the development of lithium batteries has been improving for a long time.

Ma Xin, chairman of Jiangsu Zhongxin Energy Technology Co., Ltd., shared the "report on the technological Frontier and industrialization experience of High specific Energy Power batteries and Materials".

Mr. Lei Cheng, Technical Director of Baowu carbon material Technology Co., Ltd., gave a speech on the new preparation technology of high-performance artificial graphite anode materials.

Liu Zhaoping, laboratory director of Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, gave a speech on the development and application of graphene composite silicon-carbon anode materials.

Mao Chong, deputy general manager of electrolyte Division of Zhuhai Saiwei Electronic Materials Co., Ltd., showed the current development progress of high-performance lithium-ion battery electrolyte.

At this point, the meeting came to a successful conclusion!

Thank you for your support and attention. See you at the next summit.

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