金证券记者 李砾

Gold securities LiLi reporters

　　影片《租个女友回家过年》，讲的是主人公在没有女友的情况下，花钱租了个“临时女友”，在父母面前蒙混过关的故事。而这个戏剧性的情节，竟然被拟上市公司——天赐材料在现实中好生演绎了一番。作为一家日化企业，天赐材料如何在短短两三年间，突破六氟磷酸锂技术难关，跨界成为锂电“新星”？答案竟是，从美国人手里“租用”核心技术。

The film《Rent a girlfriend to return home for the New Year》，Speak of the protagonist is no girlfriend's case，Spend money to rent a“Temporary girlfriend”，In front of the story of the parents to deceive pass a barrier。And this dramatic plot，Should be quasi listed companies - a material in reality it deduced a。As a chemical enterprise，A material how to in a short span of two or three years，Breakthrough six fluorine lithium phosphate technical difficulties，Cross-border become lithium electricity“nova”？The answer is，From American hands“leased”Core technology。

　　“锂想”丰满现实骨感 “Lithium want to”Full reality bone

　　天赐材料最引以为豪的是，公司已成功突破了锂离子电池电解液核心材料——六氟磷酸锂的工艺壁垒，成为国内少数具备规模化生产能力的企业之一，有望打破日本企业在这一领域的垄断局面。

The most proud of is a material，The company has successfully broke through the lithium ion cell electrolyte core material -- six fluorine lithium phosphate process barriers，Become the minority have large-scale production capacity of one of the enterprises，Is expected to break the Japanese enterprises in this field of monopoly situation。

　　“六氟磷酸锂技术难度非常高，否则也不会长期被日本企业垄断，更不会有那么高的利润。”多氟多(002407,股吧)证券部工作人员向《金证券》强调，“这项技术在业内是很先进的，各家公司都是严格保密。”

“Six fluorine lithium phosphate technical difficulty is very high，Otherwise nor long by Japanese enterprise monopoly，More won't have such a high profit。”Much more fluoride(002407,guba)Bond department staff to《Gold securities》emphasize，“The technology in the industry is very advanced，Companies are strictly confidential。”

　　六氟磷酸锂，是锂离子电池电解液的核心材料，其成本约占整个电解液生产成本的50%－70%。据悉，目前六氟磷酸锂售价在25万-30万元/吨，毛利率在60%左右，是锂离子电池材料中附加值最高的部分之一。

Six fluorine lithium phosphate，Lithium ion battery electrolyte is the core material，The cost about to in the whole electrolytic production cost by 50% - 70%。It is reported，At present six fluorine lithium phosphate price is in 250000-300000 yuan/ton，Gross profit margin at around 60%，Is lithium ion battery materials of the highest part of added value。

　　不过，由于六氟磷酸锂本身极易吸潮分解，因此生产难度极大。九九久(002411,股吧)一位内部高管向《金证券》坦言：“由于该产品的技术门槛高，所以具备规模化生产的企业极少。我们之前在中试时，就一直心惊胆战，很怕试生产出来的产品会有质量问题。”他告诉《金证券》，目前国内真正在生产六氟磷酸锂的只有三家——多氟多、天津金牛以及九九久。“多氟多是借助德国人掌握技术的，我们是从中国矿业大学买进来的实验室技术。单独靠自己的力量做研发，恐怕很难。”

but，Due to the six fluorine lithium phosphate itself extremely easy absorption of moisture decomposition，So the difficulty of the production greatly。The long(002411,guba)An internal executives to《Gold securities》said：“Because the product technical threshold high，So have the large-scale production enterprise rarely。We in the pilot before，Has been shake with fear，Very be afraid of trial production out of the products will have quality problem。”He told《Gold securities》，At present domestic real production in six fluorine lithium phosphate only three - much more than fluoride、Tianjin Taurus and the long。“Many more fluoride by German control technology，We buy from China university of mining to laboratory technology。Separate depend on own strength to do research and development，I'm afraid it is difficult to。”

　　那么，作为一家日化企业，天赐材料是如何突破“高难度”工艺的？

so，As a chemical enterprise，A material is how to break through“difficult”process？

　美国人合同竟无期限 Americans that the contract terms

　　2005年，天赐材料通过燃料电池领域的客户了解到锂离子电池行业。时隔两年，公司锂离子电池电解液产品开始形成批量销售。2011年3月，天赐材料六氟磷酸锂产品顺利投产。

In 2005,，A fuel cell materials through the field of customer understand the lithium ion battery industry。After two years，The company lithium ion battery electrolyte products begin to form batch sales。In march of 2011，A material six fluorine lithium phosphate products successfully put into production。

　　但《金证券》记者调查后发现，公司跨界锂电之所以一帆风顺，原来是在核心技术研发上走了捷径——引进美国人Dr. Novis Smith的技术。

but《Gold securities》Reporter discovery after investigation，The company cross-border lithium electricity was plain sailing，It is in the core technology research and development on the go shortcut -- introducing American Dr. Novis Smith technology。

　　2007年12月1日，天赐材料与Dr. Novis Smith签署了六氟磷酸锂生产制造技术许可使用协议书。

On December 1, 2007，A material and Dr. Novis Smith signed six fluorine lithium phosphate production manufacturing technology licensing agreement。

　　根据双方约定：这位美国人向天赐材料提供制造六氟磷酸锂产品的全部书面及非书面专有技术、专利技术，并且该技术许可给天赐材料后，不再向任何其他第三方转让许可权。天赐材料拥有该技术在亚洲的技术专利权和技术所有权，美国人则保有该技术在北美的技术专利权和技术所有权。

According to the parties have agreed：The americans to provide a material manufacturing six fluorine lithium phosphate product all written and non written proprietary technology、Patent technology，And the technology license to bliss materials，No longer to any other third party transfer licence。A material has the technology in Asia technology patent right and technical ownership，Americans are keep this technology in North America technology patent right and technical ownership。

　　抛开这个美国人的技术靠谱程度不谈，天赐材料与美国人签的是“技术许可”而非“技术转让”。更令人担忧的是，合同中竟然没有列明许可期限。倘若技术许可到期，双方未能继续合作，天赐材料IPO项目，是否将面临夭折命运？《金证券》记者致电董秘办公室，工作人员表示，“印象中是10到20年。” 这么重要的合同细节，招股说明书为何没公布出来？该工作人员无奈表示，“我也不清楚。”

Despite the American technology on the spectrum level not to talk，A material and American signed is“Technology license”Rather than“Technology transfer”。More worrying is，The contract should not listed permission time limit。If technology license expires，The two sides failed to continue cooperation，A material IPO project，Whether or not will face aborted fate？《Gold securities》Reporters call dong secret office，Staff said，“The impression is 10 to 20 years。” Such an important contract details，The prospectus why haven't announced out？The staff but said，“I don't know。”

　　据悉，天赐材料此次募资上市，其中10964万元用于6000t/a锂电池和动力电池材料项目，7477.14万元用于1000t/a锂离子电池电解质材料项目。六氟磷酸锂是锂离子电池电解液的核心材料，这两个募投项目的开展，都与六氟磷酸锂高度相关。

It is reported，A material the need to recapitalise listed，Among them is 109.64 million yuan for 6000 t/a lithium battery and power battery material project，74.7714 million yuan for 1000 t/a lithium ion cell electrolyte material project。Six fluorine lithium phosphate is lithium ion battery electrolyte core material，The two offerings for the development of the project，With six fluorine lithium phosphate high correlation。

　　前车之鉴如何预防 How to prevent the lessons drawn from others' mistakes

　　仅凭一张技术许可合同，天赐材料就能“高枕无忧”了？因为此前，天赐材料的竞争对手多氟多，就曾在引进技术时出过“岔子”。

With only a technology license contract，A material can“Rest easy”the？after，A material competitors much more fluoride，In the introduction of technology has produced when“fault”。

　　2011年7月份，多氟多与技术合作伙伴——德国化学企业CHENCO发生诉讼。多氟多与德国CHENCO在2005年至2009年签订了《技术和工程服务协议书》（约定CHENCO向多氟多提供六氟磷酸锂技术服务，合同价款153.50万欧元）等三份合同。CHENCO提出，多氟多公司使用技术许可不当，侵犯了知识产权。此外，六氟磷酸锂技术服务协议余款163685欧元未支付。

In July 2011，Many fluorine and technical cooperation partner, Germany chemical enterprise CHENCO pending litigation。Much more CHENCO fluoride with Germany in 2005 to 2009 signed《Technology and engineering service agreement》（CHENCO agreed to provide more than more than six fluoride fluorine lithium phosphate technical service，The contract price 1.535 million euros）Three contracts, etc。CHENCO puts forward，Many more fluoride companies use improper technology license，Infringement of intellectual property rights。In addition，Six fluorine lithium phosphate technology service agreement did not pay the rest 163685 euros。

　　因此，CHENCO向国际商会仲裁院提交仲裁，申请由多氟多支付争议本金及赔偿金2376.36万欧元（折合2.14亿元人民币）。

therefore，CHENCO to the ICC international court of arbitration submitted to arbitration，Application by multiple fluorine pay more for dispute principal and compensation 23.7636 million euros（Over 214 million yuan RMB）。

　　而多氟多则指出，六氟磷酸锂项目是在CHENCO技术服务不成功、未生产出任何合格产品的情况下，由多氟多采用自有研发技术取得成功的，CHENCO的技术服务给其造成了一定的损失。

More and more fluoride is pointed out，Six fluorine lithium phosphate project is in CHENCO technical service is not successful、Did not produce any qualified products circumstances，By much more than the fluoride has its own research and development technology of success，CHENCO technical services to its caused a certain loss。

　　那么，作为天赐材料技术合作方的Dr. Novis Smith，是否会出现意外情况？如果技术许可到期，或者Dr. Novis Smith半路中止许可合同。在失去核心技术的保障下，天赐材料的伟大“锂”想——重点发展锂离子电池电解液及六氟磷酸锂产品，又该如何实现？

so，As a materials technology partner's Dr. Novis Smith，Whether there will be unexpected happens？If technology license expires，Or Dr. Novis Smith halfway to suspend the licensing contract。In the lost under the protection of core technology，The greatness of a material“lithium”Want to - focus on the development of lithium ion battery electrolyte and six fluorine lithium phosphate products，And how to achieve？