my country’s electrolytic manganese dioxide (EMD) production continues to grow and the industry concentration is high

Manganese dioxide is an inorganic compound that appears as black amorphous powder or black orthorhombic crystals, with the chemical formula MnO2. Electrolytic manganese dioxide (EMD) refers to manganese dioxide produced by electrolysis reaction. Compared with ordinary manganese dioxide, electrolytic manganese dioxide has the advantages of large adsorption, high purity, and strong activity, and has broad application prospects in the battery field.

The upstream of the electrolytic manganese dioxide industry chain supplies raw materials, including manganese oxide ore, manganese carbonate ore, sulfuric acid, etc. The world has abundant manganese ore resource reserves. Australia, South Africa and Gabon are the world’s main producing countries. my country’s manganese ore resource reserves account for 4.7% of the world’s total reserves, ranking fourth in the world. In recent years, with the deepening of the country’s supply-side structural reform and the gradual implementation of environmental protection policies, my country’s manganese ore mining volume has declined sharply, but the output can still meet the production needs of electrolytic manganese dioxide.

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​: In 2022, my country’s electrolytic manganese dioxide output will reach 498,000 tons, a year-on-year increase of 13.6%. Guizhou, Guangxi, Hunan and other places are the main production areas of electrolytic manganese dioxide in my country, of which Guangxi accounts for nearly 80% of my country’s total output.

The downstream of the electrolytic manganese dioxide industry chain is the application field, and the battery field is its largest demand end. Electrolytic manganese dioxide can be used as a battery depolarizing agent, which can effectively increase the discharge capacity of dry batteries. Alkaline manganese batteries, zinc chloride batteries, lithium manganate batteries, etc. are its end products. In recent years, as the prosperity of the new energy automobile industry has increased, the demand for batteries has become increasingly strong, which has further accelerated the development of the electrolytic manganese dioxide industry. According to the “2023-2028 China Electrolytic Manganese Dioxide (EMD) Industry Market In-depth Research and Development Prospects Forecast Report》shows that my country’s electrolytic manganese dioxide market will reach US$490 million in 2022, accounting for nearly 50% of the global market.

my country’s electrolytic manganese dioxide industry has a high degree of concentration, with leading companies occupying a dominant position in the market. Xiangtan Electrochemical Technology Co., Ltd., Guangxi Guiliu Chemical Co., Ltd., and Guangxi Nonferrous Metals Group Huiyuan Manganese Co., Ltd. are the main manufacturers of electrolytic manganese dioxide in my country. Xiangtan Electrochemical focuses on the research and development, production and sales of new energy battery materials and electrolytic manganese dioxide. According to its corporate annual report, the company’s electrolytic manganese dioxide business achieved revenue of 890 million yuan in 2021, a year-on-year increase of 15.1%.

Industry analysts said that as a battery material, electrolytic manganese dioxide has strong market demand and the industry is developing well. In recent years, my country’s electrolytic manganese dioxide production capacity has rapidly expanded and output has continued to grow, thanks to the sufficient supply of raw materials and the continuous improvement of the level of technological innovation of local companies. In terms of market competition, my country’s electrolytic manganese dioxide industry is highly concentrated, and Xiangtan Electrochemical, as my country’s leading company, occupies a large market share.