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Demand for 500,000 tons! The new battery technology will drive the rapid development of the thermit transfer material industry

Publish Time: 2023-08-29 Views: 17

In June 2022, Ningde Times released the third-generation CTP - Kirin battery. Kirin battery first cell large surface cooling technology, the water cooling function is placed between the cells, so that the heat exchange area expanded by four times, thermit transfer material is an important raw material of water cooling plate, Qilin battery or will catalyze the thermit transfer material industry demand, new battery technology or will drive the thermit transfer material industry rapid development.

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Application of aluminothermic conductive materials

Thermite transmission materials in simple terms, is aluminum foil, aluminum tape.

The manufacture of thermic transfer materials belongs to the sub-industry of aluminum processing industry, aluminum rolled materials, the upstream is electrolytic aluminum, and the downstream products are heat transfer devices, appliances or parts. Thermo transfer materials are divided into composite materials and non-composite materials, composite materials are generally 3-series aluminum alloy as the core material, coated with 4 series or other grades of aluminum alloy, three-layer composite aluminum alloy brazing materials can meet the requirements of light weight, corrosion resistance, good thermal conductivity, high strength, good formability, brazing, saving precious metals and other comprehensive performance and multi-functional requirements.

Thermite transfer materials are mainly used in automotive heat exchangers, household appliances, machinery and equipment, as well as air cooling systems in thermal power stations. Among them, automotive heat exchangers are the main application field, (taking Huafeng Aluminum Industry as an example, in its downstream demand structure, transportation accounted for up to 87% in 2019), and a car usually has more than 10 heat exchange units. Automotive heat exchangers mainly include automotive air conditioners, water tanks, oil coolers, intercoolers and heaters.

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New energy vehicle penetration accelerates the demand for thermit transfer materials

The rising penetration rate of new energy vehicles and the upgrading of automobile "aluminization" are the two major growth drivers of the thermite transmission materials market.

From the perspective of effectiveness, the manufacture of heat exchangers by thermit transfer composite materials can reduce the weight of automotive heat exchange systems by about 40%, and greatly improve the heat exchange efficiency.

The heat exchange system of the new energy vehicle itself has almost doubled the amount of thermite transmission materials compared with the traditional oil vehicle, and then take into account the demand for new energy batteries, electronic control system heat dissipation and other needs, the demand for thermite materials will be significantly increased.

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The power battery continues to generate heat in the charge and discharge process, and the high temperature threatens the safety, battery life and energy density, etc., so there is a stronger demand for heat exchange, so the consumption of thermite transmission materials for new energy vehicles is significantly higher than that of traditional vehicles, and the consumption of thermite transmission materials for new energy vehicles EV is about 20-25KG, 10-15KG higher than that of traditional vehicles. Thermit transmission material EV bicycle consumption of 22.5KG, 2021 global new energy vehicle sales of 6.37 million, corresponding to thermit material demand of about 140,000 tons. According to the penetration rate of 33% and 21% of domestic and global new energy vehicles in 2025, the corresponding demand for thermite materials is about 500,000 tons, and the compound annual growth rate is as high as 37%.

It is conservatively expected that the composite growth rate of global automotive thermite transmission material demand during the 145th Five-Year Plan will reach about 4%. Superposition energy storage, 5G, rail transit, civil air conditioning micro-channel field and other heat exchange fields, the elastic space of thermite transmission material demand will be doubled.

The heat exchange system of the new energy vehicle itself has almost doubled the amount of thermite transmission materials compared with the traditional oil vehicle, and then take into account the demand for new energy batteries, electronic control system heat dissipation and other needs, the demand for thermite materials will be significantly increased.

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