Technological Hegemony

Luo Jia continued to write quickly on the whiteboard, listing the domestic lithium battery cathode manufacturers one by one, as well as their market share and technical level.

"From this table, we can clearly see that the current market share of lithium battery cathode materials in my country has reached 53% of the world, and it is still accelerating."

"So, if we enter the battery industry, we will adopt a strategy of cooperating with domestic suppliers for cathode materials. At the same time, we also need a research team to study the possibility of improving cathode materials."

After Luo Jia finished speaking, she picked up a new whiteboard.

"Next is the anode material, which is graphite. The anode material accounts for 10% of the total cost of the battery. The top three in the world are my country's Betray, Neon's Hitachi Chemical, and Shanshan Group, which is not doing business properly. .”

"These three giants together account for 70% of the global share of negative electrode materials, and have completely monopolized the market. The technology industry is cruel, and the same is true for the new energy industry. The former overlords of negative electrode materials, Neon Carbon, Mitsubishi Chemical , Neon JFE, are all gone now, who did it?"

"Of course it's Betray and Shanshan, who is not doing business properly. They did it. It is estimated that in the next step, they will attack Hitachi Chemical, the last foreign manufacturer among the Big Three."

Hahahaha~

Everyone in the conference room laughed and then applauded.

Everyone feels more and more fond of listening to Luo Jia's pre-war meetings. Maybe knowledge can really change a person's temperament. Unknowingly, Luo Jia has become more and more confident, and at the same time there are some funny things. little humor.

Luo Jia waited for everyone's laughter to stop, then took out a third whiteboard and wrote on it.

"The third largest raw material is the electrolyte, which is lithium hexafluorophosphate. Before starting the analysis, let me tell you a little story."

"Before 2011, the price of lithium hexafluorophosphate was as high as 340,000 yuan per ton, but this year's price was only 80,000 yuan per ton. In a short period of time, the price was halved and then halved, all the way plummeting to 100,000 yuan per ton of the original price. Twenty-three and a half quarters."

"why?"

"Because the monopoly is broken!"

"Before 2011, Neon Rising Chemical, Morita Chemical, and Kanto Denka monopolized the global market. Every time we bought a ton of lithium hexafluorophosphate from them, they could get 80% of the net profit!"

"However, after Chinese manufacturers produced lithium hexafluorophosphate, they realized that it turned out that this thing sold for 80,000 yuan per ton and still made money. This is the price of technological monopoly!"

Everyone sighed. Everyone had heard the same thing. Because of the lack of technology, the tuition fees paid over the years were too staggering. The road to scientific research has a long way to go.

Luo Jia wrote the names of several companies on the whiteboard, "The current market structure is that my country's polyfluoride is the first in the world, Neon Morita is second, Neon Rising is third, and my country's Tianci and Bikang are ranked fourth. and fifth."

"So our lithium battery project will directly purchase electrolytes from domestic manufacturers."

Afterwards, Luo Jia picked up the fourth whiteboard, and his expression suddenly became serious.

"Of the four major raw materials for lithium batteries, the last one is the diaphragm."

"Different from the previous three major raw materials, this industry is still ruled by giants. After Neon Asahi acquired CELGARD in the United States, it formed the world's strongest diaphragm manufacturing group, followed by Neon Tonen, Neon Ube, and South Korea's SK. "

"There are three major companies participating in the competition in my country, namely Xingyuan, Zhongke, and Jinhui. Among them, Xingyuan cooperates with Sichuan University and is the only manufacturer in China that has mastered the two membrane-making processes of stretching porosity and phase separation. According to According to this year's data, they are already the fourth largest player in the world and have achieved good results."

"But unfortunately, we have higher requirements for technology,

At present, the thickness of the separator mainly used in the market is 7 microns, and we must strive to compress the thickness of the diaphragm to less than 3 microns. After all, the diaphragm is an important material to ensure the safety of lithium batteries. We must not joke about safety. In addition, the diaphragm material The thickness and weight of the battery will also determine the most important parameter of a battery, the energy density. "

"In order to achieve this goal, we need to conduct in-depth research on the upstream materials of the diaphragm, PP and PE, and conduct in-depth research and development on the equipment for manufacturing the diaphragm, mainly the mold temperature machine."

Luo Jia talked about his own requirements and ideas, and the smiles on everyone's faces gradually disappeared.

The first three raw materials have a mature manufacturing system in China, which makes everyone have the illusion that it is easy to make lithium batteries.

Starting from the diaphragm, the difficulty of research and development has increased explosively!

The experts in the conference room who were engaged in materials, mechanics, chemistry, and heat research all felt short of breath and their hearts beat faster and faster.

It is indeed the blood of the technology industry. It is so damn difficult to make this small lithium battery!

Luo Jia spoke faster and faster, and he took out the fifth whiteboard, the sixth whiteboard, the seventh whiteboard, and the eighth whiteboard!

"After solving the problem of the separator, there are still more problems waiting for us." Luo Jia said seriously, "In addition to hard alloy packaging, industrial lithium batteries also need flexible packaging, but the aluminum used in industrial soft packaging Plastic film is currently dominated by giants, and my country’s self-produced aluminum-plastic film accounts for only 7% of the world.”

"Neon DNP, Neon Showa Denko, Neon Toppan, and Neon Kurimura monopolize the global aluminum-plastic film industry. We want to develop the aluminum-plastic film forming process and develop corresponding machines."

"In addition, there are winding machines, pole piece slitting machines, welding and winding machines, electrode stacking machines, assembly machines, four-in-one forming machines, all of these special machinery and equipment are not bad, and we have all of them To conquer!"

Luo Jia's voice became excited, but the meeting room was already silent.

Everyone couldn't believe their ears. Even the top elites in various industries were a little scared at the moment.

People always feel that a small lithium battery has no technical content in it.

But after listening to Luo Jia's in-depth investigation and research, everyone was about to collapse!

It's really not difficult to make one casually.

But if you want to build a good lithium battery and challenge the global overlord Panasonic, you have to spend countless money and invest in a dozen or even dozens of top research and development teams!

This is probably the charm of the technology industry. Few people really understand how amazing investment is hidden behind an inconspicuous technology product, and how much effort has been consumed by R\u0026D personnel.

Luo Jia shrugged, "Now you understand why I said that the lithium battery project is a hard bone, because it is really hard, and it is not easy to chew it off."

"Besides, this is just plan B. Since the battery project is so important and concerns the future of all mankind, the company will launch a two-line combat plan for the first time!"

After finishing speaking, Luo Jia took out today's ninth whiteboard!

Start writing quickly.

After seeing what Luo Jia wrote on the whiteboard, everyone's expressions changed drastically at the same time.