Lithium battery industry enters the integration period, and more fluorine and more powerful enters new energy

The traditional automobile industry is beginning to decline, and the new energy industry will usher in an outbreak. Mainly engaged in high-performance inorganic fluoride, lithium-ion battery materials, semiconductor lighting and photovoltaic materials, nano-metal materials and other research and development, production and sales of polyfluoride, and recently also began to develop new energy. See how the multi-fluoro is overtaking.

Under the impetus of the new energy automobile industry policy, Polyfluoride (002407.SZ) is digging deep into the industry and embracing capital. Starting from the fluorine chemical industry and marching into new energy, it has formed a new energy vehicle chain with new material systems as the support, new energy vehicles as the guide, and electric vehicle power as the core technology.

With its strong "innovation" and "subversion" genes, Polyfluorocarbon enters the field of new energy vehicles and must also become a strong competitor in the field of new energy vehicles.

"The saying of overtaking in the corner should be changed. The overtaking of the lane is more in line with the development status of the national new energy automobile industry." In an exclusive interview with the reporter of "The Talents", Li Shijiang, chairman of Polyfluoropoly Chemical Co., Ltd., defined China's new energy. The era label of the automotive industry.

Undoubtedly, market-changing technology is a milestone that cannot be bypassed by the development of China's automobile industry. China's auto market has already surpassed the US and has become the global sales champion. However, to this day, China's traditional automobile industry is still deeply mired in the mud of technological autonomy barriers.

In comparison, the rapid development of new energy vehicles has caused a group of vehicle manufacturers to grow rapidly. Since the rapid expansion of the industrial scale in 2015, the upstream and downstream of the entire new energy industry have begun to harvest results.

Li Shijiang believes that the three forces that promote the formation of a new industry come from policies, innovations and markets.

This is quite similar to the current development path of the new energy automobile industry. The national strategic policy has played an important role in promoting the development of the new energy automobile industry. Government subsidies not only created scale in a short period of time, but also accelerated the recognition of market participants. Know the speed of the product.

However, it has been less than three years since the policy of 2020 has retreated. On the one hand, the way the policy is promoted is changing. For example, the recently introduced point system is the best evidence. On the other hand, the continuous maturity of the market has also brought about the direction of different technological changes. At this time, it is the time window for innovation to push the industry to gain momentum.

"Now our country's industrial policy is slowly withdrawing, and the power of innovation is strengthening, and the market is slowly forming. This stage has its very obvious feature, that is, to take innovation as the main force at this stage to deal with Slope.” Li Shijiang pointed out the most important task at both the industrial level and the business level – technological innovation.

This is the bottleneck that the traditional automobile industry has never been able to break through.

In 2016, the national market share of polyfluoride cryolite was 60%, and the national export volume was the first for 15 consecutive years; the national market share of polyfluoropolyfluorocarbon was 35%, and the national export volume was the first for 10 consecutive years. The market share of lithium polyfluoride hexafluorophosphate is 40%, the global market share is 25%, and the production and sales volume ranks first in the world.

The result of all these glamorous achievements stems from a decision made by Polyfluoride more than a decade ago. In 2006, lithium hexafluorophosphate was the core of lithium battery electrolyte. The price per ton was as high as 1 million yuan. Not only the production threshold was extremely high, but also the production technology was monopolized by Japanese companies.

Subsequently, Li Shijiang started from R&D, small test, and pilot test in 2008, 2009, and 2012, and worked hard for 8 years to realize the comprehensive “self-made” of lithium hexafluorophosphate from product process to equipment. At present, polyfluoride has a production capacity of 6,000 tons of high-purity lithium hexafluorophosphate.

The power of polyfluoride has reduced the price of lithium hexafluorophosphate from 1 million yuan/ton to less than 300,000 yuan/ton now. Since then, polyfluoride has gained the right to speak in the upper reaches of the industry, and has transformed China's lithium-ion materials from being controlled to being supplied to the world.

After mastering the lithium hexafluorophosphate technology, polyfluoride has realized the transformation from traditional fluorination workers to fine fluorination workers and electronic grade fluorination workers. In the post-Lithium Hexafluorophosphate era, polyfluoride is often used to overcome the technical problems of electrode-level hydrofluoric acid, cathode materials, anode materials and separators. Subsequently, it was extended downwards in the battery industry chain. Based on the material battery, polyfluoride began to attack the key technologies in the field of new energy vehicles such as motors and powertrains.

Since 2010, Polyfluorocarbon has developed a power lithium-ion battery with independent intellectual property rights. Now it has an annual production capacity of 300 million Ah of power lithium-ion battery. The layout of polyfluoride and the downstream has achieved initial results, and the closed industrial chain has taken shape.

The polyfluorinated in the material and battery field has not stopped. In 2015, Polyfluorocarbon acquired Hebei Hongxing Automobile Manufacturing Co., Ltd., and planned a 1000-acre battery factory and a new energy vehicle project with an annual output of 100,000 units in Xingtai. In the first year of the new energy vehicle explosion in China, it successfully entered the whole vehicle manufacturing.

There is no doubt that from the material to the whole vehicle, such a deep closed industrial chain is rare in the industry. Throughout the industry, even BYD has not been able to achieve such integration.

But on the other hand, after the whole vehicle was built, the fierce competition of the various forces immediately followed.

Li Shijiang believes that the new energy-making car is nothing more than the glue of the three parties. Traditional cars, emerging forces that have a certain amount of resources in the industry, and the recent hot Internet.

"Traditional cars have made undeniable contributions to the development of the automobile industry, and therefore have path dependence and historical burdens." Li Shijiang pointed to the new dilemma of traditional automobile manufacturing, but he also admitted that when the social driving force is large enough, The energy of this power will really break out.

For the positioning of polyfluoride itself, Li Shijiang believes that the past polyfluoride should be classified as the second category.

But with the acquisition of the entire vehicle manufacturing plant and penetration into the Internet, we are seeing a brand new combination of emerging forces, traditional vehicles and Internet-built vehicles.

The reserve of core technology and the full integration of the industrial chain. For a company with a current market value that is not very high, such a huge game of chess, no money is not going to work.

"Capitalism for the promotion of an industry, we must understand and understand from the front, to see the various resources behind it, all kinds of talents and all kinds of wisdom." Li Shijiang The power that the capital wings spread can be very optimistic.

For the penetration of the entire industry chain, Li Shijiang also said that not everything can be done personally. On the one hand, polyfluoride will cultivate existing entities through the fixed-income operation in the capital market; on the other hand, while multi-fluorination will transform into many non-main businesses, it will also expand the territory by introducing external funds.

At present, capital is pouring into the new energy automobile industry. Li Shijiang also acknowledges that there will be a bubble in the development of emerging industries. However, compared with the bubble, the influx of capital has made him see the trend of future industrial development. The current polyfluoride is a welcome attitude to pay attention to the capital of new energy vehicles.

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