2024年新型锂盐LIFSI市场盘点——市场需求多点开花

Market Overview - The demand for LIFSI is increasing due to its rising application in various battery types such as ternary lithium iron phosphate fast-charging batteries, mid-nickel high-voltage batteries, large-scale energy storage, large cylindrical batteries, and solid-state/semi-solid-state batteries [2] - The global LIFSI market is expected to see significant growth, with demand reaching 26,000 tons in 2024 and projected to reach 40,000 tons by 2025 [24] Production and Capacity - Global LIFSI production in 2023 was 12,700 tons, with Tianci Materials leading the market share [13] - In 2024, global LIFSI production is expected to reach 27,000 tons, with Tianci Materials maintaining the largest share, followed by Rukun New Materials and Times Newcom [13] - The existing global LIFSI capacity is 107,400 tons, with planned capacity reaching 360,000 tons [20] Market Trends - The LIFSI market experienced rapid growth from 2019 to 2021, driven by the expansion of the new energy lithium battery market [20] - The market is currently characterized by low capacity utilization despite rapid demand growth [20] - The LIFSI market is expected to see a price inflection point in 2025, with prices likely to increase slightly and profit margins improving [19] Key Players and Competition - The LIFSI market is highly competitive, with major players including Tianci Materials, Rukun New Materials, Times Newcom, and others [23] - The market is shifting towards a more diversified landscape, with the market share of top players slightly decreasing while second and third-tier players are gaining ground [13] Technological Advancements - Companies like CATL, CALB, and EVE Energy are leading the development of fast-charging batteries, with technologies enabling 4C to 6C charging rates and significant improvements in charging times and energy density [9][16][18][25] - Solid-state and semi-solid-state batteries are emerging as key technologies, with companies like Zhenli New Energy launching products with ultra-long range and fast-charging capabilities [11] Regional Market Insights - China is the largest market for large-scale energy storage, with projected new installations of 35GW by 2025 [10] - Saudi Arabia has plans to tender 24GWh of battery storage projects from 2024 to 2025, indicating significant growth potential in the Middle East [10] - The US and European markets are also showing strong growth in energy storage [10]