【Highlights】Enjie Co., Ltd.: Solid Electrolyte Production Line with Ton-Level Capacity Completed
On March 11, Enjie Co., Ltd. (002812) stated during an investor communication session that the company's all-solid-state products mainly include lithium sulphide, sulphide solid electrolytes, and sulphide solid electrolyte membranes. The lithium sulphide production line with a capacity of hundreds of tons is in trial production, the solid electrolyte production line with ton-level capacity has been completed, a 10-ton production line is under construction, and a pilot production line with a capacity of 1,000 tons is planned. The solid electrolyte membrane is currently in the small-scale R&D stage.
Notably, on January 13, Enjie Co., Ltd.'s controlling subsidiary, Shanghai Enjie New Material Technology Co., Ltd., signed a "Procurement Framework Agreement" with Beijing WELION New Energy. It was agreed that WELION New Energy would allocate 80% of its material procurement share to Shanghai Enjie and its controlled affiliates for purchasing electrolyte separators for half-solid state batteries, as well as electrolytes and electrolyte membranes for all-solid-state batteries. From 2025 to 2030, Beijing WELION New Energy is expected to place orders with Shanghai Enjie and its controlled affiliates for no less than 300 million m² of electrolyte separators for half-solid and all-solid-state batteries and no less than 100 mt of electrolytes for all-solid-state batteries, subject to actual procurement orders. (Source: Battery 100 Forum - Battery Network)
【Investment】1.2 Billion Yuan! Sodium-Ion Battery Cathode + Solid Electrolyte Project! Ronbay Technology Increases Investment in Xiantao, Hubei
According to "Xiantao Daily," on March 13, the "Chu Entrepreneurs Returning Home, Building a Pivot Together" Xiantao (Beijing) Investment Promotion Conference was held, with 14 projects signed on-site, planning a total investment of over 13 billion yuan.
Among them, Ronbay Technology announced an additional investment of 1.2 billion yuan to establish Ronbay Academy and a production line project with an annual capacity of 6,000 mt of sodium-ion battery cathode materials, as well as a pilot production line project for solid-state battery electrolytes in Xiantao, Hubei. The aim is to build the world's largest modern, intelligent, and garden-style high-end power lithium battery ternary cathode material production base. (Source: Battery 100 Forum - Battery Network)
【Updates】Annual Capacity of 60,000 m³! Sichuan Development Xingneng's Short-Process Vanadium Electrolyte Production Project Commences Operation
According to "Weiyuan Media," on March 11, Sichuan Development Xingxin Vanadium Energy Technology Co., Ltd. (referred to as Sichuan Development Xingneng) held the commissioning ceremony for its short-process vanadium electrolyte production project with an annual capacity of 60,000 m³ in Weiyuan County, Neijiang City, Sichuan Province.
It is reported that Sichuan Development Xingneng's short-process vanadium electrolyte production project, located in the Lianjie Industrial Park of Neijiang Economic Development Zone, is the world's largest short-process vanadium electrolyte production project. The project adopts independently developed next-generation short-process vanadium electrolyte production technology. The all-vanadium flow batteries produced using this technology have been listed as one of the key promoted technologies in the national "14th Five-Year Plan" New-Type Energy Storage Development Implementation Plan and can be widely applied in power grid peak shaving energy storage. (Source: Battery 100 Forum - Battery Network)
【Company】Yongtai Technology: Vertical Integrated Industry Chain Layout from Lithium Chemicals Raw Materials to Electrolytes Formed
On March 17, Yongtai Technology (002326) introduced during a survey activity that the company has formed a vertical integrated industry chain layout in the lithium battery materials field, covering lithium chemicals raw materials, lithium chemicals, additives, and electrolytes. This project aims to significantly enhance the cycle life of lithium-ion batteries through the development of new materials and mechanisms, promote the green and sustainable development of the lithium battery industry, and advance the efficient recycling of resources. The collaboration on this project helps strengthen the company's technical reserves, enhance its core momentum in the lithium battery materials field, and lay a solid foundation for sustainable strategic growth. However, the technology development requires a certain R&D cycle, and the subsequent industrialisation will also be influenced by various factors, posing significant uncertainties. In the short term, it will not have a major impact on the company's operating performance. (Source: Battery 100 Forum - Battery Network)
【Highlights】Fengshan Group: Electrolyte Sales Still in Ramp-Up Stage
On the evening of March 12, Fengshan Group (603810) released an investor relations activity record, indicating that the company's business is divided into three segments: agrochemicals, new energy electronic chemicals, and high-end fine chemicals for new materials. Currently, agrochemical business is the main source of the company's revenue. The new energy segment, due to obtaining the IATF16949 quality management system certification for the automotive industry in June 2024, and additional certifications required by some enterprises, as well as the relatively long time from sample supply to validation, has its electrolyte sales still in the ramp-up stage. Additionally, the Hubei fundraising project is expected to enter trial production in January 2025, with products already being sold and gradually increasing in volume. (Source: Battery 100 Forum - Battery Network)
【Interaction】Ruitai New Energy Materials: Production and Sales of Prusice 40,000 mt/Year Electrolyte Project in Poland Gradually Increasing
On March 13, Ruitai New Energy Materials (301238) stated on the investor interaction platform that the production and sales of its newly built Prusice 40,000 mt/year lithium-ion power battery electrolyte project in Poland are gradually increasing. For specific operational details, please refer to the "2024 Annual Report" to be disclosed on April 26, 2025, on the CNINFO website. (Source: Battery 100 Forum - Battery Network)
【Interaction】Tinci Materials: Patent Layout Established in Solid-State Battery Electrolyte Materials
On March 17, Tinci Materials (002709) stated on the investor interaction platform that, as an industry-leading enterprise, the company has a clear technical plan for solid-state battery electrolyte materials and has already established a patent layout. The company has also listed the progress of specific R&D projects in its periodic reports. It will continue to monitor the development of new technologies in the industry, maintain R&D investment, and promptly prepare technical reserves. (Source: Battery 100 Forum - Battery Network)
【Think Tank Insights】January-February, China's Electrolyte Demand for Ternary Batteries Reached 32,000 mt, LFP Batteries 218,000 mtOn March 11, the China Automotive Power Battery Industry Innovation Alliance released the February monthly information on power batteries.In terms of materials, based on estimates of China's demand for key materials for power and other batteries, in February, China's demand for ternary materials for power and other batteries was 34,000 mt, LFP materials 192,000 mt; anode materials 116,000 mt; separators 1.5 billion m²; electrolyte for ternary batteries 16,000 mt, and electrolyte for LFP batteries 105,000 mt.
From January to February, China's demand for ternary materials for power and other batteries was 70,000 mt, LFP materials 398,000 mt; anode materials 214,000 mt; separators 3.12 billion m²; electrolyte for ternary batteries 32,000 mt, and electrolyte for LFP batteries 218,000 mt.
