Zhongang Mining: Fluorite helps the construction and development of lithium battery in fluorine industry

Lithium battery materials are about to open “ Bulk ” Prelude to the times . With the demand for lithium batteries in the new energy vehicle and energy storage market The demand is expanding day by day , The industry is about to enter TWh Time , Zhong'ang mining expects 2025 The annual demand for electrolyte and ferric phosphate is breakthrough 300 Ten thousand tons , Close to the volume of small chemical industry . expect 2025 The annual total demand for iron phosphate materials can reach 359 Ten thousand tons of , Five year compound growth rate 96%. The downstream lithium iron phosphate battery leverages the growth of terminal demand with the advantage of low cost , So as to broaden the electrolyte 、 Lithium hexafluorophosphate and new lithium salts LiFSI Demand space , hypothesis 2025 Lithium hexafluorophosphate and LiFSI The addition proportions are 12.5%、5.0%, We expect 2025 The annual demand for electrolyte can reach 356 Ten thousand tons of , Corresponding to the demand for lithium hexafluorophosphate 45 Ten thousand tons of ,LiFSI Requirement 18 Tons of , Five year compound growth rate 61%、61%、145%.

Fluorite is one of the important resources for extracting elements from lithium hexafluorophosphate electrolyte , Zhongang mining liujinhai layout helps the whole industry chain . The upstream of the industrial chain is the chemical raw material industry , Mainly including vinyl carbonate 、 Dimethyl carbonate 、 Diethyl carbonate 、 Potassium fluoride 、 Liquid alkali 、 Potassium hydroxide 、 oxalate 、 Boric acid 、 Lithium hydroxide, etc ; The midstream is the production industry of additives , The main products are film-forming additives 、 Flame retardant additive 、 High and low temperature additives 、 Overcharge protection additives, etc ; Downstream is the electrolyte application industry , Include 3C Electronic electrolyte 、 Power battery electrolyte and energy storage battery electrolyte .

The downstream of the electrolyte additive industry chain is the electrolyte industry , Electrolyte is an important material for lithium batteries , Mainly used in 3C Electronics 、 Power battery and energy storage battery . stay 3C Electronic markets , With 5G The development of technology drives a new round of mobile phone market growth , Bring new growth to consumer grade lithium batteries and electrolytes , At the same time, in the small power market , With the rapid replacement of lithium batteries in the two wheeled vehicle market and the rapid popularization of electric tools , The market prospect of small battery electrolyte is broad ; In the power market , With the rapid development of new energy vehicle industry , Drive the rapid increase in the installed capacity of power batteries for new energy vehicles ; In the energy storage market , At present, the market scale of energy storage electrolyte is relatively small , As the country pays more attention to new energy , It will bring the demand for large-scale energy storage technology , Drive the growth of lithium battery electrolyte demand in the energy storage field .

The layout of zhongang mining industry focuses on daily chemical materials 、 Lithium materials 、 New materials containing fluorine . The company has more than 20 years of mine exploration 、 Mining and ore flotation experience , We will make every effort to continuously export a large number of high-quality fluorite minerals for the development and construction of lithium battery industry , In order to build a fluorite resource development company 、 Hydrofluoric acid 、 Fluorocarbon chemicals 、 Research and development of fluoropolymer materials 、 Production and sales of fluorine chemical enterprises as one of the goals . The expert team has more than 20 years of mine exploration 、 Experience in mining and ore flotation , Plan to build fluorine chemical industry in the future , Take the strategic center of Chifeng municipal Party committee to establish multiple upstream and downstream asset packages of fluorine chemical industry within 1000 kilometers , Build a fluorine chemical industry chain complex .