Japan's Wuhan Chemical Discontinued Due to Earthquake

Japan’s Kureha Chemical shut down due to an earthquake, and the company’s “polyvinylidene fluoride (PVDF)” accounts for 70% of the global market share. It is a binder for positive and negative electrodes of lithium batteries in lithium batteries. The dosage is small, but the necessary material for lithium batteries. Market speculation may lead to:

1, Lithium battery manufacturers have difficulties in production, resulting in delays in downstream lithium battery materials such as electrolyte, positive and negative electrodes.

2, may affect electronic products, such as IPAD has found that there is a problem with the battery supply, affecting the IPAD sales.

The main points of view of the lithium battery 863 experts, Tianjin Lishen, Shanshangufen [21.94 2.48% shares it], Huafang Textile Technology Chief Engineer, San Aifu and other companies research, the main reasons are as follows:

1, Polyvinylidene fluoride (PVDF) applications in the downstream industry is very large, mainly concentrated in the petrochemical, electrical and electronic and fluorocarbon coatings in three major areas, in the construction, textile and other fields are also very many applications. The proportion of applications in lithium batteries is very small.

2, Wu Yu Chemical has no more than 70% market share in the world. US Solvay has the largest global share. The United States DuPont, the United States LNP, Germany, and Denmark all have production. China also has large production capacity. Wu Yu Chemical's market share in China is initially estimated at 30%.

3, Battery manufacturers have long been clear that Wu Yu Chemicals has stopped production. Now, because there are some stocks, it does not affect production.

Tianjin Lishen has now got manufacturers in Denmark, the United States, and Germany. Its product performance is being tested and progress has been relatively smooth.

4, some domestic manufacturers also produce PVDF, San Aifu's PVDF production capacity is 3,000 tons, most of them are used in construction, textile and other fields, and a few are supplied to lithium battery manufacturers, mainly used in positive and negative electrodes of batteries. , And diaphragm coating (anti-corrosion). Another Juhua shares, Jiangsu Huaxing also has production, according to battery experts, the domestic PVDF manufacturers are many, only lower in performance indicators, lithium battery manufacturers purchase less.

5, The use of domestically produced PVDF may affect the performance of lithium batteries and reduce the qualification rate of lithium batteries. However, through the improvement of the front-end process, PVDF performance can be improved, and the overall effect on the performance of the lithium battery is not significant, and the production process of the lithium battery will not be affected.

6. The expansion of PVDF production capacity is very easy. San Aifu's production capacity has increased from 3,000 tons to 10,000 tons this year.

Overall conclusion: Polyvinylidene fluoride is not so critical and the battery will not be delayed. At the same time, Jiangsu Guotai and Shanshan have all indicated that their orders have not been affected and the market has been overreacting.

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