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“锰”力全开:全产业链布局撬动百亿产值新未来
鑫椤锂电· 2025-09-02 03:12
Core Viewpoint - The article emphasizes the urgent need for the manganese industry to overcome resource bottlenecks, accelerate technological innovation, and build a green circular industrial system in response to profound changes in the energy sector and intense competition in the materials industry [1][11]. Group 1: Industry Insights - The National Manganese Industry High-Quality Development Conference was held on August 28, focusing on the future direction of the manganese industry [1]. - Longyang County is recognized as a significant manganese resource area in China, highlighting its importance in the national manganese industry landscape [3]. - The future development of manganese mining in China will focus on breakthroughs in low-grade ore utilization and exploration in potential areas such as Xiangdong, Chuanxi, and Hebei over the next 10-15 years [3]. Group 2: Technological Developments - Manganese-based cathode materials are identified as a crucial direction for future battery development, necessitating collaboration between industry, academia, and research to expand their application in power and energy storage batteries [3]. - The advantages of manganese-based materials include safety, low-temperature performance, and high cost-effectiveness, making them a new trend in the power battery industry [4]. - The global first manganese-based semi-solid-state battery was launched by SAIC on August 5, 2025, showcasing the potential of manganese-based batteries in various applications [4]. Group 3: Environmental Solutions - The treatment of manganese slag, a solid waste from electrolytic manganese production, poses a significant challenge for sustainable development in the manganese industry [7]. - A comprehensive solution for harmless treatment of manganese slag includes multiple processes such as multi-stage countercurrent washing and chemical stabilization techniques [7]. Group 4: Collaborative Discussions - A roundtable discussion featured industry leaders discussing breakthroughs in technological bottlenecks and market trends, fostering a consensus on development strategies [9]. - The conference served as a high-level platform for industry professionals to exchange ideas, igniting enthusiasm for technological innovation and resource optimization [11]. Group 5: Future Outlook - The successful conclusion of the conference marks a new development stage for the manganese-based new energy industry, with leading companies like Anhui Boshik High-Tech setting benchmarks for enhancing battery performance and expanding application fields [11]. - As technologies mature and commercialization accelerates, manganese-based batteries are expected to play a significant role in the green energy revolution, particularly in new energy vehicles and energy storage systems [11].
突飞“锰”进——湖北博阳锰基新能源电子专用材料项目今日正式投产
鑫椤锂电· 2025-08-29 01:23
Core Viewpoint - The launch of the Hubei Boyang manganese-based new energy electronic materials project marks a significant step in the full industrial chain layout of manganese by Boshikang High-Tech, injecting new vitality into the high-quality development of the national manganese industry [1][4]. Project Background and Significance - Longyang is one of the eight major manganese ore resource-rich areas in China, with proven manganese ore reserves exceeding 50 million tons. The local government successfully attracted Anhui Boshikang High-Tech New Materials Co., Ltd., the leading company in the national manganese acid lithium market, to jointly invest in the Hubei Boyang manganese-based new energy electronic materials project [4]. Project Investment and Production Capacity - The total planned investment for the project is 5.85 billion yuan, divided into three phases, with an expected annual production capacity of 280,000 tons of manganese-based materials upon full completion. The first phase includes a production line for 30,000 tons of manganese trioxide and a production line for 20,000 tons of manganese-based cathode materials, with an estimated annual output value of 1.5 billion yuan [5]. Technological Innovation and Environmental Considerations - The project has achieved significant breakthroughs in technological innovation and industrial upgrading, utilizing advanced production methods for battery-grade manganese trioxide and lithium manganese oxide. It features full-process digital control and includes an industrial wastewater treatment system that employs patented technologies to ensure compliance with environmental standards, reflecting a commitment to green development [6]. Strategic Partnerships - During the launch ceremony, Hubei Boyang New Materials Co., Ltd. signed strategic cooperation agreements with multiple industry partners, including Xingheng, Zhongxing, and others. This collaboration aims to further integrate industry chain resources, optimize supply chain management, and enhance product competitiveness, supporting the transformation and upgrading of the national manganese industry [8]. Future Development Plans - Boshikang High-Tech plans to leverage the rich manganese resources in Longyang, focusing on technological innovation to promote the widespread application of manganese-based cathode materials in the new energy sector. The company aims to optimize product structure and enhance technical performance, driving the manganese industry towards higher quality and more sustainable development [12].
争当锰基材料全价值链创造者——专访湘潭电化董事长刘干江
Core Viewpoint - Manganese-based cathode materials are gaining attention from major manufacturers like Tesla and BYD due to their advantages such as abundant manganese sources, low costs, and high voltage, positioning them as a breakthrough in power battery research [2] Company Overview - Xiangtan Electric Chemical Group has a strong foundation in manganese-based battery materials and has incubated and invested in Hunan Youneng, a leading global lithium iron phosphate company [2][6] - The company holds a 20% global market share in electrolytic manganese dioxide (EMD) for primary batteries and has achieved sustainable profitability, supporting its expansion into new industries [2][3] Market Demand and Trends - The demand for primary batteries is expected to maintain moderate growth, with stable overall demand for EMD and an anticipated increase in high-end demand [2][3] - In 2024, China's primary battery export volume is projected to reach 33.165 billion units, a year-on-year increase of 14.75%, with approximately two-thirds of production being exported [3] Industry Position - Xiangtan Electric Chemical is a leading player in the EMD industry, with over 30% domestic market share and around 20% global market share [3] - The company’s no-mercury alkaline EMD is recognized as a "national manufacturing single champion product," indicating its competitive edge in the market [3] Future Opportunities - The company is expanding into the lithium manganese oxide (LMO) sector, with a current annual production capacity of 40,000 tons and a market share expected to grow significantly [4][5] - LMO is anticipated to see a shipment volume of 115,000 tons in 2024, reflecting a year-on-year growth of 27.6%, with further increases projected in subsequent years [4] Strategic Initiatives - Xiangtan Electric Chemical plans to raise up to 487 million yuan to invest in a new project for 30,000 tons of spinel-type manganese oxide battery materials, enhancing its production capabilities [6][7] - The company has established strategic partnerships with major automotive manufacturers for the development of solid-state batteries, indicating a proactive approach to innovation [5][7] Governance and Support - The company benefits from the support of Hunan state-owned assets, which has enabled it to incubate successful ventures like Hunan Youneng, showcasing a model for innovation and growth [6][8] - The governance structure emphasizes the importance of diverse and synergistic shareholders, standardized operations, and incentivizing management and technical teams [8][9]