The market demand for electronic grade vinylene carbonate is growing rapidly and the industry concentration is high
2022-02-25
In recent years, driven by the rapid development of the downstream power, consumer and energy storage lithium-ion battery electrolyte industries, the market demand for electronic grade vinylene carbonate in China has shown a rapid growth trend. Electronic grade vinylene carbonate is a core film-forming aid for lithium-ion battery electrolyte and a core additive in lithium-ion battery electrolyte. It can undergo electrochemical reaction on the surface of negative electrode during the initial charge and discharge of lithium-ion battery to form a solid electrolyte. The interface film (SEI film) can significantly prolong the cycle life of lithium-ion batteries and improve the initial capacity of the battery. Electrolyte is an important raw material in lithium-ion secondary batteries, and has a very important impact on various performances of the battery. It can be said that the electrolyte is the "blood" of the battery. In recent years, with the continuous development of the application of lithium-ion batteries, users have put forward higher and higher requirements for lithium-ion batteries. To achieve better performance, the use of additives in Li-ion battery electrolytes is an important solution. Among the additives for lithium-ion battery electrolyte, vinylene carbonate is the organic film-forming additive with the most in-depth research and the most ideal effect. In recent years, driven by the rapid development of the downstream power, consumer and energy storage lithium-ion battery electrolyte industries, the market demand for electronic grade vinylene carbonate in China has shown a rapid growth trend. At the beginning of 2020, due to the impact of the epidemic, the operating rate of the lithium-ion battery industry decreased. With the orderly resumption of work and production after the domestic epidemic was controlled in the second quarter, the installed demand for lithium-ion batteries in China resumed rapid growth, which led to a rebound in electrolyte shipments, which in turn promoted electronic The demand for high-grade vinylene carbonate has grown substantially. According to the "2021-2025 China Electronic Grade Vinylene Carbonate Industry Market Monitoring and Future Development Prospect Research Report" released by Xinsijie Industry Research Center, in 2020, the demand for electronic grade vinylene carbonate in China will be 6,450 tons. The growth rate reached 78.2%. In industrial production, ethylene carbonate is generally used as a raw material, and chlorinated to obtain chloroethylene carbonate, which is reacted with dimethyl carbonate, triethylamine, etc. to obtain industrial-grade vinylene carbonate, and then refined to obtain electronic-grade carbonic acid. vinylidene ester products. In the production process of electronic grade vinylene carbonate, highly toxic gases such as chlorine gas, flammable, explosive and toxic gases such as triethylamine are used, and there will be toxic and corrosive gases such as hydrogen chloride in the exhaust gas. The production is dangerous and polluting to the manufacturer. There are high requirements for production qualifications and environmental protection equipment investment, resulting in high barriers to entry in the industry. At present, the number of domestic electronic grade vinylene carbonate enterprises is relatively small, only a few enterprises such as Jiangsu Huasheng Lithium Battery Materials Co., Ltd., Jiangsu Hankang New Materials Co., Ltd., Rongcheng Qingmu High-tech Materials Co., Ltd., and Suzhou Huayi New Energy Technology Co., Ltd. To achieve large-scale production, the market concentration is high. A researcher from Xinsijie said that at present, electronic grade vinylene carbonate is used as the main additive in the electrolyte formulation of Lithium Iron Phosphate system, and the addition amount is generally 2% to 5%, while the electronic grade carbonic acid in the electrolyte of high nickel ternary system is used as the main additive. The vinylene ester additive content is generally less than 1% or even not added, so the iron-Lithium Ion Battery system has more demand for electronic grade vinylene carbonate, so the production and sales growth of lithium iron phosphate battery will further intensify the electronic grade vinylene carbonate The situation of ester supply in short supply provides market guarantee for the capacity expansion of the electronic grade vinylene carbonate industry.
