since the subsidy for new energy vehicles dropped sharply last year, trams have entered the market driven market. mileage anxiety and cost are two major considerations for consumers. under this trend, the loading capacity of lithium iron phosphate battery has been rapidly increased by virtue of its low cost advantage, surpassing the ternary battery for the first time in july. all major auto enterprises compete to release lithium iron phosphate models to compete for users. however, the range of lithium iron batteries currently installed is generally 500 kilometers, and increasing the mileage has become an important way to attract consumers.
recently, as one of the directions of lithium iron phosphate (lfp) battery technology upgrading, lithium manganese iron phosphate (lmfp) has attracted extensive attention in the capital market. li jigang, general manager of tianjin skolande technology co., ltd., told reporters that compared with iron lithium battery, lithium manganese iron phosphate can increase the energy density of battery by more than 15%. at present, it still needs a certification cycle of about one year, and will be increased in large scale later.
obvious advantages in energy density
the synthesis method of lithium manganese iron phosphate material is similar to that of lithium iron phosphate, which is mainly divided into liquid phase method and solid phase method. the liquid phase method can realize the combination at molecular level, with high consistency and better circulation performance. the product homogeneity of the solid phase method is relatively lower than that of the liquid phase, but the process is mature and easy to control, which is the production scheme of lithium iron phosphate for most enterprises in the market.
"compared with lithium iron phosphate, lithium manganese iron phosphate has the advantage of increasing the voltage from 3.2v to 4.1v, and then increasing the energy density by more than 15%, which means that the endurance mileage can reach about 600km." li jigang said. china merchants securities youjia training team believes that the theoretical energy density of lmfp may be close to the current 5-series high voltage ternary (ncm) battery, but the low conductivity, side reaction with electrolyte, jahn teller effect and other defects have greatly affected the industrialization process. li jigang believes that the conductivity in the industry has been greatly improved by means of carbon coating, ion doping, and nanocrystallization, while the jahn teller effect has been significantly suppressed. in addition to upgrading lithium iron phosphate battery, lmfp is also useful for the high cost and instability of ternary battery. the team of you jiaxun said that the method of coating ternary materials with lmfp is expected to make composite materials have the advantages of low cost, high safety and high energy density of ternary materials.
industrialization is speeding up
at present, the application market of lithium manganese iron phosphate is mainly small power two wheeled vehicles and tricycles. for example, the lmfp18650 battery produced by tianneng (688819. sh) was successfully applied in the latest f0 series electric vehicle of xiaoniu. "every year, there are 30 million to 40 million electric bicycles in china, which will gradually be replaced by lithium batteries instead of lead acid. different products are selected according to different markets. at present, the market capacity of lithium manganese iron phosphate is at least tens of thousands of tons." li jigang said. in li jigang's view, power battery is a definite development direction. the biggest difficulty in marketization now is that the certification of new products requires a period of about one year. after that, it must be large-scale, gradually or partially replace lithium iron, including composite use with ternary materials, to improve safety performance. at the same time, when lmfp is applied to the energy storage terminal, it can effectively reduce the quality of the energy storage system and the number of batteries required, which can not only reduce costs, but also reduce the number of maintenance.
recently, many positive material companies have released plans for the production and technical reserve of lithium manganese iron phosphate batteries, which will lead to mass production. on september 3, german nano (300769. sz) announced that it planned to build a "100000 ton/year production base of new phosphate cathode materials" in qujing economic and technological development zone. the industry speculates that the project may be lithium manganese iron phosphate. in august, dangsheng technology (300073. sz) disclosed in the middle report that the company was developing high-performance lithium iron phosphate and lithium manganese iron phosphate materials specifically for electric vehicles and high-end energy storage markets.
in addition, 0.13kg iron source and 0.38kg manganese source are required for lmfp positive pole per kwh. its mass production and application may greatly increase the demand for battery grade manganese sources.
li jigang said, "lithium ferromanganese phosphate has a large demand for manganese, but the reserve of manganese is very rich, and the overall price is relatively balanced. with large-scale production, the price of lithium ferromanganese phosphate should be equivalent to that of lithium iron.".
source: kechuangban daily/power battery network