Nrog rau kev nrov nrov thiab kev siv cov roj teeb hluav taws xob tshiab xws li lithium manganate roj teeb, lawv cov khoom siv manganese-based zoo tau nyiam ntau yam. Raws li cov ntaub ntawv cuam tshuam, lub chaw tshawb fawb kev lag luam ntawm UrbanMines Tech. Co., Ltd. piav qhia txog kev txhim kho ntawm Tuam Tshoj txoj kev lag luam manganese rau kev siv ntawm peb cov neeg siv khoom.
1. Manganese mov: Cov ore kawg tso siab rau kev xa khoom, thiab cov khoom tsim tawm ntawm cov khoom lag luam yog cov concentrated heev.
1.1 Manganese kev lag luam saw
Manganese cov khoom yog nplua nuj nyob rau hauv ntau yam, tsuas yog siv nyob rau hauv steel ntau lawm, thiab muaj peev xwm loj nyob rau hauv lub roj teeb tsim. Manganese hlau yog silvery dawb, tawv thiab nkig. Nws yog tsuas yog siv los ua deoxidizer, desulfurizer thiab alloying caij hauv cov txheej txheem steelmaking. Silicon-manganese alloy, nruab nrab-tsawg carbon ferromanganese thiab high-carbon ferromanganese yog cov khoom siv tseem ceeb ntawm manganese. Tsis tas li ntawd, manganese kuj tseem siv rau hauv kev tsim cov ntaub ntawv ternary cathode thiab lithium manganate cathode cov ntaub ntawv, uas yog cov chaw siv nrog lub peev xwm loj rau kev loj hlob yav tom ntej. Manganese ore feem ntau yog siv los ntawm metallurgical manganese thiab tshuaj manganese. 1) Sab saum toj: Ore mining thiab hnav khaub ncaws. Manganese ore hom muaj xws li manganese oxide ore, manganese carbonate ore, thiab lwm yam. 2) Kev ua haujlwm nruab nrab: Nws tuaj yeem muab faib ua ob qho kev qhia loj: chemical engineering method thiab metallurgical method. Cov khoom xws li manganese dioxide, metallic manganese, ferromanganese thiab silicomanganese yog ua tiav los ntawm sulfuric acid leaching lossis hluav taws xob txo. 3) Cov ntawv thov hauv qab: Cov ntawv thov hauv qab npog cov hlau alloys, roj teeb cathodes, catalysts, tshuaj thiab lwm yam haujlwm.
1.2 Manganese ore: cov khoom siv zoo tshaj plaws yog tsom mus rau txawv teb chaws, thiab Tuam Tshoj tso siab rau kev xa khoom.
Ntiaj teb manganese ores yog concentrated nyob rau hauv South Africa, Tuam Tshoj, Australia thiab Brazil, thiab Tuam Tshoj tus manganese ore reserves nyob rau hauv lub ntiaj teb no. Ntiaj teb no manganese ore kev pab muaj ntau, tab sis lawv yog unevenly faib. Raws li cov ntaub ntawv Cua, raws li lub Kaum Ob Hlis 2022, lub ntiaj teb cov pov thawj manganese ore reserves yog 1.7 billion tons, 37.6% ntawm cov uas nyob hauv South Africa, 15.9% hauv Brazil, 15.9% hauv Australia, thiab 8.2% hauv Ukraine. Nyob rau hauv 2022, Tuam Tshoj tus manganese ore reserves yuav yog 280 lab tons, suav txog 16.5% ntawm lub ntiaj teb tag nrho, thiab nws cov reserves yuav nyob rau hauv thib ob nyob rau hauv lub ntiaj teb no.
Cov qib ntawm cov khoom siv manganese ore thoob ntiaj teb sib txawv heev, thiab cov peev txheej zoo yog tsom mus rau txawv teb chaws. Manganese-nplua nuj ores (muaj ntau tshaj 30% manganese) yog concentrated nyob rau hauv South Africa, Gabon, Australia thiab Brazil. Qib ntawm manganese ore yog nyob nruab nrab ntawm 40-50%, thiab cov reserves account rau ntau tshaj 70% ntawm lub ntiaj teb reserves. Tuam Tshoj thiab Ukraine tsuas yog tso siab rau cov khoom siv manganese ore qib qis. Feem ntau, cov ntsiab lus manganese feem ntau tsawg dua 30%, thiab nws yuav tsum tau ua tiav ua ntej nws tuaj yeem siv tau.
Lub ntiaj teb cov neeg tsim khoom loj manganese yog South Africa, Gabon thiab Australia, nrog Tuam Tshoj suav txog 6%. Raws li cua, thoob ntiaj teb manganese ore ntau lawm hauv 2022 yuav yog 20 lab tons, ib xyoos ib zaug poob ntawm 0.5%, nrog rau cov nyiaj txawv teb chaws ntau dua 90%. Ntawm lawv, cov zis ntawm South Africa, Gabon thiab Australia yog 7.2 lab, 4.6 lab thiab 3.3 lab tons. Tuam Tshoj tus manganese ore tso zis yog 990,000 tons. Nws suav tsuas yog 5% ntawm kev tsim khoom thoob ntiaj teb.
Kev faib tawm ntawm manganese ore hauv Suav teb tsis sib npaug, feem ntau yog nyob hauv Guangxi, Guizhou thiab lwm qhov chaw. Raws li "Kev Tshawb Fawb Txog Tuam Tshoj Manganese Ore Resources thiab Industrial Chain Security Issues" (Ren Hui li al.), Tuam Tshoj cov manganese ores feem ntau yog manganese carbonate ores, nrog me me ntawm manganese oxide ores thiab lwm hom ores. Raws li Ministry of Natural Resources, Tuam Tshoj tus manganese ore resource reserves nyob rau hauv 2022 yog 280 lab tons. Lub cheeb tsam uas muaj manganese ntau tshaj reserves yog Guangxi, nrog reserves ntawm 120 lab tons, accounting rau 43% ntawm lub teb chaws reserves; ua raws li Guizhou, nrog rau kev khaws cia ntawm 50 lab tons, suav txog 43% ntawm lub tebchaws reserves. 18%.
Tuam Tshoj cov manganese deposits yog me me nyob rau hauv nplai thiab qib qis. Muaj ob peb qhov loj-scale manganese mines nyob rau hauv Suav teb, thiab feem ntau ntawm lawv yog lean ores. Raws li "Kev tshawb fawb ntawm Tuam Tshoj Manganese Ore Resources thiab Industrial Chain Security Issues" (Ren Hui li al.), qib nruab nrab ntawm manganese ore hauv Suav teb yog kwv yees li 22%, uas yog qib qis. Yuav luag tsis muaj cov nplua nuj manganese ores uas ua tau raws li cov qauv thoob ntiaj teb, thiab cov qib qis ntshiv ore xav tau Nws tsuas yog siv tau tom qab txhim kho qib los ntawm kev ua cov ntxhia.
Tuam Tshoj tus manganese ore import dependence yog hais txog 95%. Vim muaj qib qis ntawm Tuam Tshoj cov khoom siv manganese ore, siab impurities, cov nqi mining siab, thiab nruj kev nyab xeeb thiab kev tiv thaiv ib puag ncig hauv kev lag luam mining, Tuam Tshoj cov manganese ore ntau lawm tau poob xyoo los ntawm lub xyoo. Raws li cov ntaub ntawv los ntawm US Geological Survey, Tuam Tshoj cov manganese ore ntau lawm tau poob qis hauv 10 xyoo dhau los. Kev tsim khoom poob qis los ntawm 2016 txog 2018 thiab 2021. Tam sim no txhua xyoo ntau lawm yog kwv yees li 1 lab tons. Tuam Tshoj cia siab rau kev xa khoom ntawm manganese ore ntau heev, thiab nws cov kev vam khom sab nraud tau siab dua 95% hauv tsib xyoos dhau los. Raws li cov ntaub ntawv cua, Tuam Tshoj cov manganese ore tso tawm yuav yog 990,000 tons hauv 2022, thaum kev xa khoom tuaj yeem ncav cuag 29.89 lab tons, nrog rau kev tuaj yeem nce siab txog 96.8%.
1.3 Electrolytic manganese: Tuam Tshoj tso nyiaj rau 98% ntawm lub ntiaj teb no ntau lawm thiab muaj peev xwm ntau lawm yog concentrated
Tuam Tshoj tus electrolytic manganese ntau lawm yog concentrated nyob rau hauv nruab nrab thiab sab hnub poob xeev. Tuam Tshoj tus electrolytic manganese ntau lawm yog concentrated nyob rau hauv Ningxia, Guangxi, Hunan thiab Guizhou, accounting rau 31%, 21%, 20% thiab 12% feem. Raws li Kev Lag Luam Hlau, Tuam Tshoj cov khoom lag luam electrolytic manganese suav rau 98% ntawm lub ntiaj teb electrolytic manganese ntau lawm thiab yog lub ntiaj teb cov tsim khoom loj tshaj plaws ntawm electrolytic manganese.
Tuam Tshoj txoj kev lag luam electrolytic manganese tau muaj zog ntau lawm, nrog Ningxia Tianyuan Manganese Kev Lag Luam Kev Lag Luam muaj peev xwm suav txog 33% ntawm lub teb chaws tag nrho. Raws li Baichuan Yingfu, raws li lub Rau Hli 2023, Tuam Tshoj cov khoom siv hluav taws xob electrolytic manganese muaj tag nrho 2.455 lab tons. Lub tuam txhab saum toj kawg nkaus yog Ningxia Tianyuan Manganese Kev Lag Luam, Southern Manganese Group, Tianxiong Technology, thiab lwm yam, nrog rau tag nrho cov peev txheej ntawm 1.71 lab tons, suav nrog lub teb chaws tag nrho cov peev txheej tsim tau 70%. Ntawm lawv, Ningxia Tianyuan Manganese Kev Lag Luam muaj peev xwm tsim tau txhua xyoo ntawm 800,000 tons, suav txog 33% ntawm lub teb chaws tag nrho cov peev txheej.
Muaj kev cuam tshuam los ntawm kev lag luam cov cai thiab tsis muaj zog,electrolytic manganesentau lawm tau poob rau xyoo tas los no. Nyob rau hauv xyoo tas los no, nrog kev taw qhia ntawm Tuam Tshoj lub hom phiaj "ob chav carbon", kev tiv thaiv ib puag ncig tau dhau los ua nruj dua, kev hloov kho kev lag luam tau nrawm dua, rov qab muaj peev xwm tsim tau raug tshem tawm, lub peev xwm tsim tawm tshiab tau tswj hwm nruj, thiab cov yam ntxwv xws li lub zog. Cov kev txwv hauv qee thaj chaw muaj kev txwv ntau lawm, cov khoom tsim tawm hauv 2021 tau poob. Thaum Lub Xya Hli 2022, Manganese Specialized Committee ntawm Tuam Tshoj Ferroalloy Industry Association tau tshaj tawm cov lus pom zoo los txwv thiab txo cov khoom lag luam ntau dua 60%. Xyoo 2022, Tuam Tshoj cov khoom lag luam electrolytic manganese poob rau 852,000 tons (yoy-34.7%). Thaum Lub Kaum Hli 22, Electrolytic Manganese Hlau Innovation Committee ua haujlwm ntawm Tuam Tshoj Mining Association tau npaj lub hom phiaj ntawm kev tso tseg tag nrho cov khoom tsim nyob rau lub Ib Hlis 2023 thiab 50% ntawm kev tsim tawm txij Lub Ob Hlis mus txog Lub Kaum Ob Hlis. Thaum Lub Kaum Ib Hlis 22, Electrolytic Manganese Hlau Innovation Ua Haujlwm Pawg Neeg Ua Haujlwm ntawm Tuam Tshoj Mining Association tau pom zoo tias cov tuam txhab Peb yuav txuas ntxiv ncua kev tsim khoom thiab txhim kho, thiab npaj cov khoom tsim tawm ntawm 60% ntawm cov peev txheej tsim khoom. Peb cia siab tias cov zis electrolytic manganese yuav tsis nce ntau hauv 2023.
Kev khiav hauj lwm tus nqi tseem nyob ib ncig ntawm 50%, thiab kev khiav hauj lwm tus nqi yuav txawv heev nyob rau hauv 2022. cuam tshuam los ntawm lub alliance txoj kev npaj nyob rau hauv 2022, kev khiav hauj lwm tus nqi ntawm Tuam Tshoj lub electrolytic manganese tuam txhab uas muag yuav fluctuate heev, nrog rau qhov nruab nrab kev khiav hauj lwm tus nqi rau lub xyoo yog 33.5%. . Kev ncua kev tsim khoom thiab kev txhim kho tau ua nyob rau hauv thawj peb lub hlis twg ntawm 2022, thiab cov nqi khiav lag luam nyob rau lub Ob Hlis thiab Lub Peb Hlis tsuas yog 7% thiab 10.5%. Tom qab lub koom haum tau tuav lub rooj sib tham thaum kawg ntawm Lub Xya Hli, cov chaw tsim khoom hauv kev sib koom ua ke tau txo lossis tshem tawm cov khoom lag luam, thiab cov nqi khiav lag luam hauv lub Yim Hli, Cuaj Hli thiab Kaum Hli yog tsawg dua 30%.
1.4 Manganese dioxide: Tsav los ntawm lithium manganate, kev loj hlob sai thiab muaj peev xwm ntau lawm yog concentrated.
Tsav los ntawm kev thov rau lithium manganate cov ntaub ntawv, Tuam Tshoj tuselectrolytic manganese dioxidentau lawm tau nce ntau. Nyob rau hauv xyoo tas los no, tau tsav los ntawm qhov kev thov rau lithium manganate cov ntaub ntawv, qhov kev thov rau lithium manganate electrolytic manganese dioxide tau nce ntau, thiab Tuam Tshoj txoj kev tsim khoom tau nce ntxiv. Raws li "Cov Lus Qhia luv luv ntawm Lub Ntiaj Teb Manganese Ore thiab Tuam Tshoj Manganese Khoom Muag hauv 2020" (Qin Deliang), Tuam Tshoj cov khoom siv hluav taws xob manganese dioxide hauv 2020 yog 351,000 tons, ib xyoos ib zaug nce ntawm 14.3%. Xyoo 2022, qee lub tuam txhab yuav ncua kev tsim khoom rau kev saib xyuas, thiab cov txiaj ntsig ntawm electrolytic manganese dioxide yuav poob qis. Raws li cov ntaub ntawv los ntawm Shanghai Nonferrous Hlau Network, Tuam Tshoj tus electrolytic manganese dioxide tso tawm nyob rau hauv 2022 yuav yog 268,000 tons.
Tuam Tshoj tus electrolytic manganese dioxide ntau lawm muaj peev xwm nyob rau hauv Guangxi, Hunan thiab Guizhou. Tuam Tshoj yog lub ntiaj teb coob tsim khoom ntawm electrolytic manganese dioxide. Raws li Huajing Industrial Research Institute, Tuam Tshoj cov khoom siv hluav taws xob electrolytic manganese dioxide suav txog kwv yees li 73% ntawm kev tsim khoom thoob ntiaj teb hauv xyoo 2018. Tuam Tshoj cov khoom siv hluav taws xob electrolytic manganese dioxide feem ntau yog nyob hauv Guangxi, Hunan thiab Guizhou, nrog rau Guangxi cov khoom lag luam suav nrog qhov loj tshaj plaws. Raws li Huajing Industrial Research Institute, Guangxi's electrolytic manganese dioxide ntau lawm suav txog 74.4% ntawm lub teb chaws ntau lawm hauv 2020.
1.5 Manganese sulfate: tau txais txiaj ntsig los ntawm cov roj teeb muaj peev xwm thiab muaj peev xwm ntau lawm
Tuam Tshoj tus manganese sulfate ntau lawm suav txog kwv yees li 66% ntawm lub ntiaj teb kev tsim khoom, nrog lub peev xwm ntau lawm hauv Guangxi. Raws li QYResearch, Tuam Tshoj yog lub ntiaj teb cov neeg tsim khoom loj tshaj plaws thiab cov neeg siv khoom ntawm manganese sulfate. Xyoo 2021, Tuam Tshoj cov manganese sulfate ntau lawm suav txog kwv yees li 66% ntawm lub ntiaj teb tag nrho; Tag nrho lub ntiaj teb manganese sulfate muag hauv 2021 yog kwv yees li 550,000 tons, ntawm cov roj teeb-qib manganese sulfate suav txog kwv yees li 41%. Tag nrho lub ntiaj teb manganese sulfate muag yuav tsum yog 1.54 lab tons hauv 2027, ntawm cov roj teeb-qib manganese sulfate suav txog kwv yees li 73%. Raws li "Cov Lus Qhia luv luv ntawm Ntiaj Teb Manganese Ore thiab Tuam Tshoj Manganese Cov Khoom Muag hauv 2020" (Qin Deliang), Tuam Tshoj cov manganese sulfate ntau lawm hauv 2020 yog 479,000 tons, feem ntau yog nyob hauv Guangxi, suav txog 31.7%.
Raws li Baichuan Yingfu, Tuam Tshoj lub siab purity manganese sulfate txhua xyoo muaj peev xwm tsim tau 500,000 tons hauv 2022. Lub peev xwm ntau lawm yog concentrated, CR3 yog 60%, thiab cov zis yog 278,000 tons. Nws cia siab tias lub peev xwm tsim tawm tshiab yuav yog 310,000 tons (Tianyuan Manganese Kev Lag Luam 300,000 tons + Nanhai Tshuaj 10,000 tons).
2. Kev xav tau ntawm manganese: Cov txheej txheem kev lag luam tau nrawm dua, thiab kev koom tes ntawm manganese-based cathode cov ntaub ntawv yog nce.
2.1 Ib txwm xav tau: 90% yog hlau, xav kom nyob ruaj khov
Kev lag luam steel suav rau 90% ntawm qhov kev thov qis rau manganese ore, thiab daim ntawv thov ntawm lithium-ion roj teeb tau nthuav dav. Raws li "IMnI EPD Conference Report (2022)", manganese ore feem ntau yog siv nyob rau hauv steel kev lag luam, ntau tshaj 90% ntawm manganese ore yog siv nyob rau hauv zus tau tej cov silicon-manganese alloy thiab manganese ferroalloy, thiab cov manganese ore seem. Feem ntau yog siv hauv electrolytic manganese dioxide thiab manganese sulfate ntau lawm ntawm lwm cov khoom. Raws li Baichuan Yingfu, kev lag luam downstream ntawm manganese ore yog manganese alloys, electrolytic manganese, thiab manganese compounds. Ntawm lawv, 60% -80% ntawm manganese ores yog siv los tsim manganese alloys (rau steel thiab casting, thiab lwm yam), thiab 20% ntawm manganese ores yog siv nyob rau hauv ntau lawm. Electrolytic manganese (siv los tsim stainless hlau, alloys, thiab lwm yam), 5-10% yog siv los tsim manganese tebchaw (siv los tsim cov ntaub ntawv ternary, cov khoom sib nqus, thiab lwm yam)
Manganese rau cov hlau tsis zoo: Kev thov thoob ntiaj teb yuav tsum yog 20.66 lab tons hauv 25 xyoo. Raws li International Manganese Association, manganese yog siv los ua desulfurizer thiab alloy additive nyob rau hauv daim ntawv ntawm high-carbon, nruab nrab-carbon los yog tsawg-carbon hlau-manganese thiab silicon-manganese thaum lub sij hawm tsim cov hlau crude. Nws tuaj yeem tiv thaiv oxidation huab cua thaum lub sij hawm refining txheej txheem thiab tsis txhob tawg thiab brittleness. Nws txhim khu lub zog, toughness, hardness thiab formability ntawm steel. Cov ntsiab lus manganese ntawm cov hlau tshwj xeeb yog siab dua li cov hlau carbon. Lub ntiaj teb nruab nrab manganese cov ntsiab lus ntawm cov hlau tsis zoo yuav tsum yog 1.1%. Pib txij xyoo 2021, National Development and Reform Commission thiab lwm lub tuam tsev yuav ua cov haujlwm txo qis hauv lub teb chaws crude steel, thiab yuav txuas ntxiv ua cov haujlwm txo qis steel hauv xyoo 2022, nrog cov txiaj ntsig zoo kawg li. Los ntawm 2020 txog 2022, lub teb chaws crude steel ntau lawm yuav poob los ntawm 1.065 billion tons rau 1.013 billion tons. Nws cia siab tias yav tom ntej Tuam Tshoj thiab lub ntiaj teb cov khoom siv roj av tseem tsis hloov pauv.
2.2 Roj teeb xav tau: nce ntxiv ntawm manganese-based cathode cov ntaub ntawv
Lithium manganese oxide roj teeb feem ntau yog siv hauv kev lag luam digital, kev lag luam me me thiab cov neeg caij tsheb lag luam. Lawv muaj kev nyab xeeb kev ua tau zoo thiab tus nqi qis, tab sis muaj lub zog tsis zoo thiab kev ua haujlwm ntawm lub voj voog. Raws li Xinchen Cov Ntaub Ntawv, Tuam Tshoj lithium manganate cathode khoom xa tuaj los ntawm 2019 txog 2021 yog 7.5 / 9.1 / 102,000 tons raws li, thiab 66,000 tons hauv 2022. Qhov no feem ntau yog vim kev lag luam poob hauv Suav teb xyoo 2022 thiab cov nqi raw nce ntxiv. cov khoom siv lithium carbonate. Tus nqi nce thiab kev cia siab ntawm kev siv qis.
Manganese rau lithium roj teeb cathodes: Kev thov thoob ntiaj teb yuav tsum yog 229,000 tons hauv 2025, sib npaug rau 216,000 tons ntawm manganese dioxide thiab 284,000 tons ntawm manganese sulfate. Manganese siv los ua cov khoom siv cathode rau cov roj teeb lithium feem ntau yog muab faib ua manganese rau ternary roj teeb thiab manganese rau lithium manganate roj teeb. Nrog rau kev loj hlob ntawm lub zog ternary roj teeb xa mus rau yav tom ntej, peb kwv yees tias lub ntiaj teb manganese noj rau lub hwj chim ternary roj teeb yuav nce ntawm 61,000 mus rau 61,000 hauv 22-25. tons tau nce mus rau 92,000 tons, thiab qhov kev thov rau manganese sulfate tau nce los ntawm 186,000 tons rau 284,000 tons (manganese qhov chaw ntawm cov khoom siv cathode ntawm ternary roj teeb yog manganese sulfate); uas tau tsav los ntawm kev loj hlob ntawm kev thov rau hluav taws xob ob-wheel tsheb, raws li Xinchen Cov Ntaub Ntawv thiab Boshi Raws li cov khoom siv high-tech prospectus, lub ntiaj teb lithium manganate cathode xa khoom yuav tsum yog 224,000 tons hauv 25 xyoo, sib xws rau manganese noj ntawm 136,000 tons, thiab sib xws manganese dioxide xav tau ntawm 216,000 tons (manganese qhov chaw ntawm lithium manganate cathode khoom yog manganese dioxide).
Manganese cov peev txheej muaj qhov zoo ntawm cov peev txheej nplua nuj, tus nqi qis, thiab qhov rais hluav taws xob siab ntawm cov khoom siv manganese. Raws li kev siv thev naus laus zis thiab nws cov txheej txheem kev lag luam nrawm nrawm, cov chaw tsim khoom roj teeb xws li Tesla, BYD, CATL, thiab Guoxuan High-tech tau pib xa cov khoom siv manganese-based cathode. Ntau lawm.
Cov txheej txheem kev lag luam ntawm lithium hlau manganese phosphate yuav tsum tau nrawm dua. 1) Kev sib xyaw kom zoo ntawm lithium hlau phosphate thiab ternary roj teeb, nws muaj kev nyab xeeb thiab lub zog ceev. Raws li Shanghai Nonferrous Network, lithium hlau manganese phosphate yog ib qho kev hloov kho tshiab ntawm lithium hlau phosphate. Ntxiv cov khoom manganese tuaj yeem ua rau lub roj teeb muaj zog. Nws qhov theoretical zog ceev yog 15% siab dua lithium hlau phosphate, thiab nws muaj cov khoom ruaj khov. Ib tuj ntawm hlau manganese phosphate Cov ntsiab lus lithium manganese yog 13%. 2) Kev kawm txuj ci: Vim yog qhov sib ntxiv ntawm manganese keeb, lithium hlau manganese phosphate roj teeb muaj teeb meem xws li kev ua haujlwm tsis zoo thiab txo lub voj voog lub neej, uas tuaj yeem txhim kho los ntawm particle nanotechnology, morphology tsim, ion doping thiab txheej txheej. 3) Acceleration ntawm cov txheej txheem kev lag luam: roj teeb tuam txhab xws li CATL, Tuam Tshoj Innovation Aviation, Guoxuan Hi-Tech, Sunwoda, thiab lwm yam. muaj tag nrho cov tsim lithium hlau manganese phosphate roj teeb; cathode tuam txhab uas muag xws li Defang Nano, Rongbai Technology, Dangsheng Technology, thiab lwm yam. Layout ntawm lithium hlau manganese phosphate cathode cov ntaub ntawv; Lub tuam txhab tsheb Niu GOVAF0 series hluav taws xob tsheb tau nruab nrog lithium hlau manganese phosphate roj teeb, NIO tau pib me me ntawm lithium hlau manganese phosphate roj teeb hauv Hefei, thiab BYD's Fudi Roj teeb tau pib yuav lithium hlau manganese phosphate cov khoom siv hauv tsev: 3 siv CATL tus tshiab M3P lithium hlau phosphate roj teeb.
Manganese rau lithium hlau manganese phosphate cathode: Raws li qhov nruab nrab thiab qhov kev xav tau zoo, lub ntiaj teb kev thov rau lithium hlau manganese phosphate cathode xav tias yuav yog 268,000 / 358,000 tons hauv 25 xyoo, thiab cov manganese sib thooj xav tau yog 347,000 / 35,000 tons.
Raws li Gaogong Lithium Battery txoj kev kwv yees, los ntawm 2025, kev lag luam nkag mus rau lithium hlau manganese phosphate cathode cov ntaub ntawv yuav ntau dua 15% piv rau lithium hlau phosphate cov ntaub ntawv. Yog li, piv txwv li qhov nruab nrab thiab qhov zoo, qhov nkag mus ntawm lithium hlau manganese phosphate hauv 23-25 xyoo yog 4% / 9% / 15%, 5% / 11% / 20%. Kev lag luam tsheb ob lub log: Peb cia siab tias cov roj teeb lithium hlau manganese phosphate kom nrawm nkag mus rau hauv Tuam Tshoj txoj kev lag luam hluav taws xob ob lub log tsheb. Cov teb chaws txawv teb chaws yuav tsis raug txiav txim siab vim tsis muaj nqi thiab kev xav tau ntawm lub zog loj. Nws yog xav tias nyob rau hauv nruab nrab thiab optimistic tej yam kev mob nyob rau hauv 25 xyoo, lithium hlau manganese phosphate yuav Qhov kev thov rau cathodes yog 1.1 / 15,000 tons, thiab cov kev thov rau manganese yog 0.1 / 0.2 lab tons. Kev lag luam tsheb hluav taws xob: Piv txwv tias lithium hlau manganese phosphate hloov pauv lithium hlau phosphate thiab siv ua ke nrog cov roj teeb ternary (raws li kev faib ua feem ntawm cov khoom lag luam ntawm Rongbai Technology, peb xav tias doping ratio yog 10%), nws xav tias nruab nrab thiab nyob rau hauv qhov kev cia siab, qhov kev thov rau lithium hlau manganese phosphate cathodes yog 257,000 / 343,000 tons, thiab cov manganese sib thooj xav tau yog 33,000 / 45,000 tons.
Tam sim no, tus nqi ntawm manganese ore, manganese sulfate, thiab electrolytic manganese nyob rau hauv keeb kwm tsis tshua muaj, thiab tus nqi ntawm manganese dioxide yog nyob rau theem siab hauv keeb kwm. Xyoo 2021, vim muaj kev tswj hwm kev siv hluav taws xob ob leeg thiab lub zog tsis txaus, lub koom haum tau koom ua ke tshem tawm cov khoom lag luam, cov khoom siv hluav taws xob ntawm cov manganese tau poob qis, thiab cov nqi tau nce siab, ua rau cov nqi ntawm manganese ore, manganese sulfate, thiab electrolytic manganese nce. Tom qab xyoo 2022, qhov kev thov qis qis qis qis, thiab tus nqi ntawm electrolytic manganese tau poob qis, thaum tus nqi ntawm electrolytic manganese dioxide tau poob qis. Rau manganese, manganese sulfate, thiab lwm yam, vim qhov txuas ntxiv hauv cov roj teeb lithium hauv qab, kev kho tus nqi tsis tseem ceeb. Nyob rau lub sijhawm ntev, qhov kev xav tau qis tshaj plaws yog rau manganese sulfate thiab manganese dioxide hauv cov roj teeb. Tau txais txiaj ntsig los ntawm kev nce ntim ntawm cov khoom siv manganese-raws li cathode, tus nqi nruab nrab yuav tsum tau nce siab.