Security monitoring industry is China's economic growth, national policies to promote a sunrise industry, is the development of new energy, environmental protection, an important strategic industry, but also the construction of social security prevention and control system. According to "China's security industry" 13 Five "development plan" planning points out that by 2020 China's security monitoring industry will reach more than 50 billion yuan. At present, the domestic security monitoring industry lithium battery has been recognized by many domestic enterprises in related fields. According to relevant data, 2015 to date, the total shipments of domestic security monitoring industry lithium battery is about 160 million, 2018 is expected to ship about 160 million. According to the Foresight Industry Research Institute to provide the downstream industry data show that the security monitoring industry as the entire industry chain in the most growing industry, due to its industry characteristics and downstream industry demand characteristics there are certain differences, so the future industry space is huge.
As the most widely used in the security monitoring industry, the lithium battery, its applications cover a variety of battery types, such as lithium-ion secondary batteries and lithium-ion tertiary batteries. Lithium-ion batteries used in the security industry is generally a solid electrolyte (electrolyte), and solid electrolyte in the manufacturing process can be divided into two kinds of chemical vapor deposition and electrodialysis method. The chemical vapor deposition method is a process in which the solid electrolyte to be prepared (such as silicon dioxide, lead dioxide) is mixed with iron oxide-based materials instead of manganese oxide or aluminum oxide, and then a thin film is obtained by electrolyte reaction as an organic anode. The main advantage is the low cost and long cycle life; the disadvantage is that the use must be mixed by adding auxiliary reagents (such as plasticizers) for additives, which is costly; and if no auxiliary reagents are added, a large amount of toxic gases (formaldehyde, carbon dioxide) will be generated during the use; in addition, it cannot be recycled and cannot be safely applied. From the development trend, its use as an energy storage element is getting more and more attention.
In recent years, the development and application of lithium-ion batteries have become mainstream. However, since there are still many problems with lithium-ion batteries, such as unstable performance, short life span and low safety, it is necessary to accelerate the pace of research and development to study and solve these problems. According to forecasts, by 2020, China's new energy vehicle sales are expected to reach 200,000 units. Among them, the market size of lithium-ion batteries for smart cars will reach more than 3.6 billion yuan.
At present, the main positive and negative materials applied to lithium-ion batteries are: 1. NCM622/623: Under the premise of low cost, NCM522 is used as the anode, which can obtain a high specific surface area, and the advantages of stable electrochemical performance, good safety and long cycle life; 2. GaN-based: The material itself has good physical and chemical properties, including corrosion resistance, low cost, high performance and other disadvantages to meet the The battery negative electrode is suitable for lithium ion when it shows good safety performance. With the development of science and technology, more and more new generation materials have emerged, such as ternary materials. At present, there is a ternary as the negative electrode of Pack lithium batteries on the market, its safety and energy density are at the forefront of the world, and lower cost, can be used in consumer electronics. The future will still face challenges in terms of safety and quality control.
From a technical point of view, with the widespread use of lithium batteries in the field of security, the entire lithium battery industry are characterized by high technical barriers, high patent barriers and low market concentration. According to the data of lithium-ion enterprises' semi-annual reports show that in 2017, China's lithium-ion battery production and sales exceeded billion watt hours. Among them, 16 domestic lithium-ion battery companies are leading the industry; foreign lithium battery companies including SMC, FPC and NCA companies. Specifically, there are six companies in the field of security products market share of more than 10%, of which the market share of Skywing Intelligence reached 14.5%, CASS Technology, Lixin battery and Zhongying Electronics market share of 9.5%, 7.7% and 5.2%, respectively.
Post time: Sep-28-2022