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【Chemical Machinery and Equipment Network Star Enterprise】On September 18, 2022, Midland New Materials (300586.
SZ) announced that the company signed a strategic cooperation agreement with Qicai Chemical, and the two parties tentatively agreed to jointly invest 2.
5 billion yuan to build an annual output of 180,000 tons of battery-grade Prussian blue (white) industrialization project, committed to the research and development and industrialization of Prussian blue (white) series products of sodium-ion battery cathode materials, and promote the development of
sodium-ion battery industry.
SZ) announced that the company signed a strategic cooperation agreement with Qicai Chemical, and the two parties tentatively agreed to jointly invest 2.
5 billion yuan to build an annual output of 180,000 tons of battery-grade Prussian blue (white) industrialization project, committed to the research and development and industrialization of Prussian blue (white) series products of sodium-ion battery cathode materials, and promote the development of
sodium-ion battery industry.
The two parties intend to jointly invest in the establishment of a joint venture company to implement the project, with the joint venture holding 50%
of the shares.
of the shares.
About Midland New Materials
Founded in June 2000, Midland New Material is a domestic masterbatch industry enterprise, the main products are colored masterbatch, cyanuric chloride, battery wet separator (base film and coating film) and meltblown non-woven fabric.
At present, it has 7 subsidiaries, of which the holding subsidiary Yingchuang Sanzheng is an enterprise in the global cyanide chloride industry, with an annual production capacity of 90,000 tons of cyanide chloride; Anhui Meixin, a holding subsidiary, mainly produces wet separators, which are widely used in lithium batteries, sodium batteries, semi-solid batteries and other fields, and currently has 300 million square meters of wet separator production capacity put into production, or will add 600 million square meters of production capacity
in 2023.
At present, it has 7 subsidiaries, of which the holding subsidiary Yingchuang Sanzheng is an enterprise in the global cyanide chloride industry, with an annual production capacity of 90,000 tons of cyanide chloride; Anhui Meixin, a holding subsidiary, mainly produces wet separators, which are widely used in lithium batteries, sodium batteries, semi-solid batteries and other fields, and currently has 300 million square meters of wet separator production capacity put into production, or will add 600 million square meters of production capacity
in 2023.
It is understood that Prussian blue compounds are a kind of cathode materials for sodium-ion batteries, and the cooperation between Meilian New Materials and Colorful Chemical fully integrates the resources and technical advantages of both parties to achieve a high degree of strategic synergy
.
Colorful Chemical has the advantages of Prussian blue (white) industrialization technology, cost and environmental protection; Midland New Material has the capacity, cost and technical advantages
of sodium cyanide, the core raw material upstream of Prussian blue (white).
.
Colorful Chemical has the advantages of Prussian blue (white) industrialization technology, cost and environmental protection; Midland New Material has the capacity, cost and technical advantages
of sodium cyanide, the core raw material upstream of Prussian blue (white).
Veike Network Lithium Battery noted that Meilian New Materials Holding Subsidiary Yingchuang Sanzheng currently has 300,000 tons of sodium cyanide production capacity, this cooperation, for Meilian New Materials, is conducive to its better development of new energy business, accelerate the company's large-scale development, thereby promoting the company's transformation and upgrading
.
.
In fact, in the field of sodium-ion batteries, Meilian New Materials has also frequently made layouts
in the past two months.
On August 8, Midland New Materials announced that it intends to increase its capital with 14 million yuan, and hold 7% of the equity
of Huana New Materials after the capital increase.
HuaNa New Material is committed to the preparation of cost-effective sodium-ion battery cathode and anode materials, which is conducive to the cooperative development and supply relationship
of sodium battery materials between Meilian New Material and HuaNa New Material.
in the past two months.
On August 8, Midland New Materials announced that it intends to increase its capital with 14 million yuan, and hold 7% of the equity
of Huana New Materials after the capital increase.
HuaNa New Material is committed to the preparation of cost-effective sodium-ion battery cathode and anode materials, which is conducive to the cooperative development and supply relationship
of sodium battery materials between Meilian New Material and HuaNa New Material.
On August 24, Midland New Materials announced that Anhui Meixin, a holding subsidiary, plans to invest 13.
2 million yuan to establish a joint venture with Changsha Meiyue Technology to research new separator materials for sodium-ion batteries and semi-solid separator materials for lithium-ion batteries
.
2 million yuan to establish a joint venture with Changsha Meiyue Technology to research new separator materials for sodium-ion batteries and semi-solid separator materials for lithium-ion batteries
.
In the first half of 2022, Midland New Materials achieved operating income of 1.
251 billion yuan, a year-on-year increase of 50.
28%; The net profit attributable to the parent was 193 million yuan, a year-on-year increase of 751.
59%.
251 billion yuan, a year-on-year increase of 50.
28%; The net profit attributable to the parent was 193 million yuan, a year-on-year increase of 751.
59%.
Chen Xiao, an analyst at Huaan Securities, pointed out in a research report released on August 22 that the scale of Melian new material cyanuric chloride business is leading in the world, and the construction of wet separator production capacity has formed an effective supply, deeply grasped the development trend of batteries, forward-looking layout of sodium electricity, and the performance is expected to be released quickly
.
.
In the secondary market, as of September 19, Midland New Materials reported 1.
729 billion yuan, with a total market value of 9.
068 billion yuan
.
729 billion yuan, with a total market value of 9.
068 billion yuan
.
The industrialization process of sodium batteries has accelerated
Although sodium batteries are still in the early stage of commercialization, all soldiers and horses have long been competing for layout and seizing the starting position
in advance.
in advance.
Veike.
com lithium battery learned that the manufacture of sodium-ion batteries and the manufacture of lithium-ion batteries are fully compatible, lithium-ion battery equipment can be used, electrolyte and separator are also basic lithium-ion battery systems, and the innovation difference is mainly reflected in the
cathode material.
At present, the cathode material system of sodium-ion battery is mainly divided into three technical routes
: layered transition metal oxide, polyanionic compound and Prussian blue compound.
com lithium battery learned that the manufacture of sodium-ion batteries and the manufacture of lithium-ion batteries are fully compatible, lithium-ion battery equipment can be used, electrolyte and separator are also basic lithium-ion battery systems, and the innovation difference is mainly reflected in the
cathode material.
At present, the cathode material system of sodium-ion battery is mainly divided into three technical routes
: layered transition metal oxide, polyanionic compound and Prussian blue compound.
Transition metal oxides are currently the most popular cathode materials, such as sodium iron phosphate, sodium iron manganate, sodium titanium-manganate, etc.
, and Zhongke Hai Na, Sodium Innovation Energy and British Faradion are the main companies
on this route.
, and Zhongke Hai Na, Sodium Innovation Energy and British Faradion are the main companies
on this route.
Prussian compounds have good electrochemical performance, low cost and good stability
.
However, there are problems such as difficult control of coordination water content in the preparation process, and CATL, Starry Sky Sodium Power and Natron Energy of the United States are the main companies
of the route.
.
However, there are problems such as difficult control of coordination water content in the preparation process, and CATL, Starry Sky Sodium Power and Natron Energy of the United States are the main companies
of the route.
Polyanionic materials have good stability and cycle life, and the compound family is diverse, but the low intrinsic electron conductivity limits the practical application of
such materials.
such materials.
In terms of anode materials, carbon-based anode materials have the most potential
for commercial application.
for commercial application.
Northeast Securities Research Report shows that driven by the economic appeal of energy storage, the mass production of sodium-ion batteries has accelerated
.
Under the expectation of tight supply and demand balance of lithium carbonate, sodium-ion batteries are expected to gradually penetrate
into price-sensitive fields such as two-wheel electric vehicles and low-cruising range A00-class electric vehicles by virtue of their cost advantages.
.
Under the expectation of tight supply and demand balance of lithium carbonate, sodium-ion batteries are expected to gradually penetrate
into price-sensitive fields such as two-wheel electric vehicles and low-cruising range A00-class electric vehicles by virtue of their cost advantages.
Zhang Xucheng, an analyst at Kaiyuan Securities, estimated in the research report that the demand for sodium-ion batteries in the field of low-speed vehicles in 2025/2030 will be 16/51GWh; In the field of power energy storage, the new demand in 2025/2030 will be 19/68GWh
respectively.
respectively.
Sodium battery industry chain layout
At present, in the production of multiple sodium batteries such as batteries, positive electrodes, and negative electrodes, global enterprises have made layouts
.
.
CATL: Comprehensively laid out the field of sodium batteries and their materials, using Prussian white cathode materials and hard carbon anode materials, and the energy density of battery samples reached 160Wh/kg, which is expected to be industrialized in 2023, which can be used for both electric vehicles and energy storage power stations
.
.
Zhongke Haina: It is also a comprehensive layout of the sodium battery industry chain
.
The positive electrode adopts ternary layered oxide, the negative electrode uses low-cost anthracite-based soft carbon, the battery energy density has reached 145Wh/kg, and it is expected that the production capacity of sodium-ion battery materials will reach 40GWh
by 2025.
.
The positive electrode adopts ternary layered oxide, the negative electrode uses low-cost anthracite-based soft carbon, the battery energy density has reached 145Wh/kg, and it is expected that the production capacity of sodium-ion battery materials will reach 40GWh
by 2025.
EVE Lithium Energy: The company has sodium battery related technical reserves
.
.
Penghui Energy: Sodium battery samples have been produced, positive electrode phosphate, negative electrode hard carbon system
.
.
Three Gorges Energy: The world's first 1GWh large-scale production line for sodium-ion batteries built by China Three Gorges Capital, Fuyang City, Anhui Province and Zhongke Haina in Fuyang City is under orderly construction and is expected to be officially put into operation
this year.
this year.
Sunwoda: Has sodium battery sodium supplement technology and sodium battery related invention patents
.
.
Greenmead: Sodium battery research and development has been completed and downstream customer testing
is underway.
is underway.
Zhenhua New Material: With a thousand-ton production capacity of layered oxide cathode materials, voltage 3.
8-3.
9V, specific volume 145-150mAh/g, cycle times 5000-6000 times, currently in the sample delivery stage, has been recognized
by some downstream customers.
8-3.
9V, specific volume 145-150mAh/g, cycle times 5000-6000 times, currently in the sample delivery stage, has been recognized
by some downstream customers.
Huayang Co.
, Ltd.
: Holding 15.
56% of the equity of Zhongke Haina through Yang Coal Intelligent Manufacturing Fund, a total annual production capacity of 2,000 tons (about 0.
8 GWh) of cathode and anode material production lines will be built, which will be put into operation in 2022 and expanded to 10GWh
in 2023.
, Ltd.
: Holding 15.
56% of the equity of Zhongke Haina through Yang Coal Intelligent Manufacturing Fund, a total annual production capacity of 2,000 tons (about 0.
8 GWh) of cathode and anode material production lines will be built, which will be put into operation in 2022 and expanded to 10GWh
in 2023.
Zhejiang Pharmaceutical: Holds 40% of the shares of Sodium Innovation Energy and invests 1.
5 billion yuan to establish a sodium ferrite cathode production line, which is expected to produce 80,000 tons per year in 2022
.
5 billion yuan to establish a sodium ferrite cathode production line, which is expected to produce 80,000 tons per year in 2022
.
Xiamen tungsten new energy: sodium electric cathode has achieved sample delivery verification
in domestic and foreign customers.
in domestic and foreign customers.
Rongbai Technology: It has the production capacity of nanoelectric cathode tons, and is cooperating with downstream customers to plan and develop sodium-ion batteries
.
.
Shanshan Co.
, Ltd.
: Hard carbon graphite composite materials have entered the pilot stage
.
, Ltd.
: Hard carbon graphite composite materials have entered the pilot stage
.
Putailai: It has accumulated technology in
hard carbon anode and sodium electric coating film.
hard carbon anode and sodium electric coating film.
Polyfluoride: There are technical reserves for a variety of new batteries, including sodium-ion batteries, and sodium hexafluorophosphate (NaPF6) products have been shipped in batches, and NaFSI products
are being developed.
are being developed.
Shandong Zhanggu: Holds shares of Ande New Materials, which has the production technology
of sodium-ion solid separators.
of sodium-ion solid separators.
·······
Original: Another chemical leader enters the field of sodium batteries!
