Special research report on the market of lithium battery electrolyte industry in China (2022 Edition)

Electrolyte is the medium of lithium ion migration and charge transfer , Known as lithium battery “ blood ”. Electrolyte is generally composed of solute 、 solvent 、 Additive composition .1） solvent （ The mass proportion is 80%-85%）： Mainly cyclic carbonates 、 Chain carbonates 、 Ether organic solvents, etc .2） Solute （ The mass proportion is 10%-12%）： Mainly lithium hexafluorophosphate , And new lithium salts LiFSI etc. , Provide lithium ion , Determine the performance of electrolyte .3） additive （ The mass proportion is 3%-5%）： Improve battery performance , There are mainly film-forming agents 、 Flame retardant, etc .

2018 Global demand for lithium battery electrolyte in 26.0 Ten thousand tons of ;2019 Global demand for lithium battery electrolyte in 29.4 Ten thousand tons of , Year-on-year growth 13.4%;2020 Global demand for lithium battery electrolyte in 41.9 Ten thousand tons of , Year-on-year growth 42.5%;2021 Global demand for lithium battery electrolyte in 72.7 Ten thousand tons of , Year-on-year growth 73.5%.

Benefit from the development of new energy vehicle industry , The demand for power batteries in China is rising , It drives the development of lithium battery electrolyte .2020 Total capacity of lithium battery electrolyte in 64.3 Ten thousand tons of , Among them, the domestic production capacity 51.6 Ten thousand tons of , Overseas production capacity is 12.7 Ten thousand tons of .2020 China's electrolyte shipments in 25.2 Ten thousand tons of , Year-on-year growth 37.70%.2021 In, the shipment volume of electrolyte in China reached 50.0 Ten thousand tons of , Year-on-year growth 98.4%.

The market scale of lithium battery electrolyte in China has increased from 2016 Year of 61.2 Billion yuan to 2019 Year of 77.1 One hundred million yuan , The market scale of electrolyte is proportional to the output of lithium battery , The increasing demand for lithium batteries , Promote the increasing market scale of electrolyte .2020 Market scale of lithium battery electrolyte in China in 98.4 One hundred million yuan , Year-on-year growth 27.7%;2021 Market scale of lithium battery electrolyte in China in 167.5 One hundred million yuan , Year-on-year growth 70.2%.

In the future competition , Customer structure 、 Technology development strength 、 Cost leadership and industrial chain layout will become crucial factors in the competition of lithium battery electrolyte industry .