Chapter 80: Plan B
Luo Jia continued to write quickly on the whiteboard, listing the domestic manufacturers of lithium battery cathodes 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 China has reached 53% of the world, and it is still accelerating."
"Therefore, if we enter the battery industry, the cathode materials will adopt the strategy of cooperating with domestic suppliers, and at the same time, we also need a research team to study the possibility of improving the cathode materials."
After Luo Jia finished speaking, she picked up a new whiteboard.
"Next is the anode material, that is, graphite, the anode material accounts for 10% of the total cost of the battery, and the top three in the world are China's beiteri, neon Hitachi Chemical, plus the Shanshan Group that is not doing business."
"The three giants combined, accounting for 70% of the global share of anode materials, have completely monopolized the market, the technology industry is cruel, the same is true of the new energy industry, the former overlord of anode materials, neon carbon, Mitsubishi Chemical, neon JFE, now all have declined, who did it?"
"Of course, it was beiteri and the unscrupulous Shanshan, the two of them did it, and it is estimated that in the next step, they will poison the last overseas manufacturer among the three giants, Hitachi Chemical."
Hahahaha~
The room was filled with laughter and applause.
Everyone feels more and more fond of listening to Luo Jia's pre-war meetings, maybe knowledge can really change a person's temperament, unconsciously, Luo Jia has become more and more confident, and there is no lack of laughter and humor.
Luo Jia waited for everyone's laughter to stop, then took out a third whiteboard and wrote on it.
"The third major raw material is the electrolyte, which is lithium hexafluorophosphate, and before I start the analysis, I will 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.
"Why?"
"Because the monopoly is broken!"
"Before 2011, Neon Ruixing Chemical, Morita Chemical, Kanto Denhua, monopolized the global market, and every ton of lithium hexafluorophosphate we bought from them, they could get 80% of the net profit!"
"But when my country's manufacturers made lithium hexafluorophosphate, I realized that this thing was sold for 80,000 yuan per ton and still made money, which is the price of technology monopoly!"
Everyone sighed, everyone has heard a lot of the same thing, because of the lack of technology, the tuition fees paid over the years are really amazing, and the road of scientific research is a long way to go.
Luo Jia wrote the names of several companies on the whiteboard, "The current market pattern is that China's polyfluoride is the first in the world, Neon Morita is second, Neon Ruixing is third, and China's Tianci and Bikang are ranked fourth and fifth respectively." ”
"Therefore, our lithium battery project will directly purchase electrolytes from domestic manufacturers."
Then, Luo Jia picked up the fourth whiteboard, and her expression suddenly became serious.
"Among the four major raw materials of lithium batteries, the last one is the separator."
"Unlike the previous three major raw materials, this industry is still dominated by giants, and after the acquisition of CELGARD in the United States, Neon Asahi Kasei has formed the world's strongest diaphragm manufacturing group, followed by Neon Dongran, Neon Yubu, and South Korea's SK."
"There are three major enterprises in China to participate in the competition, namely Xingyuan, Zhongke, Jinhui, of which Xingyuan and Sichuan University cooperation, is the only domestic master of the stretching hole method and phase separation method, two kinds of film making process manufacturers, according to this year's data, they are already the fourth largest player in the world, has achieved good results."
"But unfortunately, we have higher requirements for technology, the main separator thickness used on the market is 7 microns, and we must strive to compress the thickness of the separator to below 3 microns, after all, the separator is an important material to ensure the safety of lithium batteries, we must not joke about safety, in addition, the thickness and weight of the separator material will also determine the most important parameter of a battery, 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 said her requirements and ideas, and the smiles on everyone's faces gradually disappeared.
The first three raw materials, there is a mature manufacturing system in China, which makes everyone have the illusion that it is easy to make lithium batteries.
Starting with the diaphragm, the difficulty of research and development has increased dramatically!
In the conference room, the experts who worked on materials, machinery, chemistry, and heat felt shortness of breath and their hearts beat faster and faster.
It is worthy of the blood of the science and technology industry, and it is so difficult to make this small lithium battery!
Luo Jia's speed of speech became faster and faster, and he took out the fifth whiteboard, the sixth whiteboard, the seventh whiteboard, and the eighth whiteboard!
"The diaphragm problem has been solved, and there are still more problems waiting for us." Luo Jia said solemnly, "In addition to the hard packaging of alloy materials, industrial lithium batteries also need to be packaged softly, but the aluminum-plastic film used in industrial soft packaging is currently ruled by giants, and China's self-produced aluminum-plastic film accounts for only seven percent of the world." ”
"Neon DNP, Neon Showa Electric, Neon Letterpress Printing, Neon Kuri Village, monopolize the global aluminum-plastic film industry, we want to develop the aluminum-plastic film process, and develop the corresponding machine."
"In addition, there are winding machines, to pole slitting machines, to welding and winding machines, electrode stacking machines, assembly machines, four-in-one molding machines, these special machinery and equipment, none of them is bad, we have to overcome them all!"
Luo Jia's voice was excited, but the conference room was already silent.
Everyone couldn't believe their ears, even the top elites in various industries, they 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 is about to collapse!
If you want to make it casually, it's really not difficult.
But if you want to build lithium batteries well and challenge the global hegemon Panasonic, you will have to spend countless money and invest in more than a dozen or even dozens of top R&D 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 is consumed by R&D personnel.
Luo Jia shrugged his shoulders, "Now you understand, why do I say that the lithium battery project is a hard bone, because it is really hard, and it is not easy to gnaw it down." ”
"Moreover, this is only Plan B, because the battery project is so important and related to the future of all mankind, the company will open a two-line combat plan for the first time!"
After speaking, Luo Jia took out today's ninth whiteboard!
Start writing quickly.
And after seeing what Luo Jia wrote on the whiteboard, everyone's faces changed at the same time.