Concern: Lithium-ion equipment market space is broad and the market will reach 90 billion Yuan in the next three years.

In recent years, domestic lithium-ion enterprises have turned to fully automated control and can realize large-scale and stable production of lithium-ion equipment based on the full use of foreign technology. With the rapid growth of domestic lithium battery industry market demand and the rapid expansion of lithium battery manufacturers' capacity, the domestic competitiveness of lithium-ion special equipment manufacturing enterprises has increased significantly.

Lithium-ion equipment is mainly used in various process steps of lithium battery production process. The industry demand depends on the equipment investment of the downstream lithium battery industry. The development of the industry is closely related to the downstream industry. Japan and South Korea successfully developed winders in the 1990s, and the technical level has been at the international leading level since then. The development of China's lithium battery equipment industry began in the late 1990s. In the initial stage, due to the backwardness of the overall technology level and low automation, the key equipment is mainly imported, but it cannot fully match the needs of domestic battery manufacturers. It is imperative to produce lithium battery manufacturing equipment with independent intellectual property rights. In recent years, domestic lithium-ion enterprises have turned to fully automated control and can realize large-scale and stable production of lithium-ion equipment based on the full use of foreign technology. With the rapid growth of domestic lithium battery industry market demand and the rapid expansion of lithium battery manufacturers' capacity, the domestic competitiveness of lithium-ion special equipment manufacturing enterprises has increased significantly.

The manufacturing process of the lithium battery can be divided into four process segments: pole piece fabrication, cell assembly, cell activation detection, and battery packaging. The pole piece manufacturing process includes agitation, coating, rolling, slitting, sheeting, tab forming, etc. It is the basis of lithium ion battery manufacturing, performance, precision, stability, automation level and production of pole piece manufacturing equipment. The efficiency and other requirements have high requirements; the cell assembly process mainly includes winding or lamination, cell pre-packaging, electrolyte injection and other processes, which require high precision, efficiency and consistency; the cell activation detection process mainly includes electricity. Core formation, volumetric detection, etc.; the battery packaging process includes testing, classifying, serial-parallel combination of the individual cells constituting the battery pack, and testing and performance of the assembled battery pack.

According to the manufacturing process of lithium-ion batteries, lithium-ion equipment can be mainly divided into front-end, mid-end and back-end equipment. Among them, the front-end equipment mainly includes a mixer, a coating machine, a roller press, a slitting machine, a tableting machine and a die-cutting machine; the middle-end equipment mainly includes a winder, a laminating machine and a liquid filling machine, mainly including chemical cabinets, sub-containers, PACK automation equipment. The key equipment of lithium battery is mainly concentrated in the front end and the middle end, and the total value of the total amount reaches about 70%.

The battery can be roughly divided into chemical batteries, physical batteries and bio-batteries. The main applications of batteries in daily life are chemical batteries. Among them, chemical batteries can be classified into primary batteries, secondary batteries and fuel cells. Compared with the primary battery, the secondary battery can be used after repeated charging. Currently, the main secondary batteries on the market mainly include lead acid batteries, nickel cadmium batteries, nickel hydrogen batteries and lithium ion batteries according to the material classification. From the development path of the secondary battery industry, it has experienced several market stages from nickel-cadmium batteries to nickel-cadmium, nickel-hydrogen and lithium-ion batteries to lithium-ion batteries.

Lithium batteries rely on lithium ions to move between the positive and negative electrodes to achieve charge and discharge. Compared with secondary batteries such as lead-acid batteries, nickel-cadmium batteries, and nickel-hydrogen batteries, they have high energy density, long cycle life, and self-discharge rate, small, no memory effect and green environmental protection and other outstanding advantages. At present, lithium batteries have occupied the main market of batteries for consumer electronics such as mobile phones and notebook computers. In recent years, with the improvement of lithium battery production process and battery performance, the application of lithium-ion batteries in emerging fields such as electric vehicles and energy storage power stations has led to an increase in the proportion of power batteries and energy storage batteries . The expansion of demand for lithium-ion batteries will drive the lithium-ion equipment growth of demand.

Lithium-ion batteries can be divided into consumer electronics, energy storage and power batteries according to the application scenario. Among them, consumer electronics lithium batteries are mainly used in 3C products; energy storage batteries are mainly used in household energy storage and solar energy, wind power generation and other distributed independent power system energy storage; power batteries are mainly used in various electric vehicles, power tools and new Energy vehicle sector. Due to different application scenarios, the above three types of batteries have certain requirements for a series of indicators such as power, energy density, and cycle performance.

From the sales situation of lithium batteries in different application scenarios around the world, the sales of consumer lithium batteries reached 52.9% in 2016. Although the share has declined in the previous period, the market share is still the highest in the three application scenarios; the power lithium battery market share rose to 38.6%, which is the largest increment; energy storage and other industrial market share accounted for 8.5%, and the current market size is smaller than the other two major application scenarios. The development of China's lithium-ion battery market is basically synchronized with the global market and is in a period of rapid growth. From 2010 to 2016, the proportion of downstream applications of lithium-ion batteries in China showed that the proportion of consumer batteries decreased year by year and the proportion of power categories increased year by year. Especially since the promotion of new energy vehicles in 2014, the proportion of sales of power batteries has increased rapidly, from 4.60% in 2010 to 52.63% in 2016.

From the perspective of the three major consumer terminals of lithium-ion batteries in China, benefiting from the explosive growth of the new energy automobile industry, the power battery has the highest growth rate among the three major consumer terminals of lithium batteries, becoming the largest engine for the development of the lithium battery industry; The current growth rate of batteries has tended to be flat. The increase in demand is mainly due to the increase in the penetration rate of 3C products and the upgrading of stock products. The energy storage lithium batteries are still in the market introduction period, and the market demand is different from that of the other two types of batteries. Larger, but energy storage has been included in the "Thirteenth Five-Year Plan" 100 major projects, with the gradual maturity of technology, will become the other pole to stimulate the growth of lithium battery consumption. Growth space is worth looking forward to.

New energy vehicles are experiencing explosive growth worldwide, and demand for power lithium batteries is booming. In 2011, the global sales of new energy vehicles were only 51,000 units. In 2016, the sales volume increased sharply to 914,000 units. The compound growth rate in 2011-2016 was as high as 78.1%. In the future, with the support policy continued to promote, technological progress, consumer habits change. The impact of factors such as the popularity of supporting facilities and so on, the global new energy vehicle market will continue to maintain a high growth rate. It is estimated that global new energy vehicle sales will reach 6 million units in 2022, reaching 6.6 times sales in 2016. Under the wave of global automotive electrification, the demand for power battery market continues to grow. In 2016, the global power battery scale was 48.5GWh, which has become the largest incremental segment among the three major segments of consumer electronics, power and energy storage. It is estimated that by 2022 the global demand for lithium batteries for electric vehicles will exceed 340GWh, which is seven times the size of 2016.

The subsidy will have a short-term impact, and the double-point policy will ensure the rapid development of China's new energy vehicles. In 2016, China's new energy vehicle sales reached 507,000 units, an increase of 51.27% over the same period of last year. It has become the world's largest new energy vehicle market for two consecutive years. At the beginning of 2017, affected by subsidies, the sales of new energy vehicles were short-lived, and then gradually entered the right track. The monthly sales growth of single-month sales gradually increased. The cumulative sales growth of January-November 2017 also returned to a high level of 52.44%. It can be seen that the impact of subsidies on the industry is short-term. According to the goal of 2 million vehicles in 2020 in the “Energy Conservation and New Energy Vehicle Development Plan”, if the 2016 production is used as the base, the annual compound growth rate in the next few years needs to reach 40% or more, guided by the double point policy. Next, the future penetration rate of new energy vehicles will increase steadily, and the demand for power lithium batteries will continue to play a role.

The lithium battery market is vast, and the incremental market will reach 90 billion Yuan in the next three years. In 2016, the output of China's automotive power lithium battery was 30.8GWh, up 82.2% year-on-year. With the increase of the penetration rate of new energy vehicles in China, the demand for power batteries will maintain rapid growth. It is estimated that by 2020, the output of China's automotive power lithium batteries will reach 146GWh. The compound growth rate will reach 47.53% in 2016-2020. In 2016, the effective capacity of China's power battery is 60GWh. Compared with the actual shipments the overall capacity utilization rate is about 50%. Therefore, the effective capacity of China's power battery will reach 292GWh in 2020. Building a 1GWh power lithium battery production line, equipment cost is 3.6-5 (domestic) / 7-10 (pure import) billion Yuan, calculated by localization rate of 80%, 1GWh of power battery cost is 4.3-600 million Yuan, roughly estimated 2018-2020 equipment incremental market The space will reach 90 billion Yuan (1GWh is calculated according to 500 million). As the concentration of power batteries will show an upward trend, leading enterprises will gain more incremental shares.

Energy storage refers to a series of techniques and measures that use the chemical or physical methods to store the generated energy and release it when needed. It is mainly used in the fields of uninterruptible power supply, household energy storage, grid energy storage and all aspects of transmission, distribution, and electricity use. With the increasingly prominent environmental pollution problem, the rapid development of the new energy industry is the trend of the times. In recent years, the scale of wind power and photovoltaic installations in China has expanded rapidly, but the intermittent fluctuation characteristics of renewable energy have severely restricted its grid-connecting capacity, leading to the abandonment of wind in China. The problem of abandoning light and limiting electricity is more prominent. The energy storage system can solve the randomness and volatility of renewable energy generation. After the energy storage system is smoothed, the output power can reduce the impact on the stability of the power grid, and can effectively solve the imbalance of power in time and space. Large-scale grid connection creates conditions. As a key link to realize the full application of renewable energy, energy storage products have broad market prospects.

Although the energy storage battery is still in the market introduction stage due to cost, technology and policy, it is lagging behind the growth of the power battery. However, with the continuous decline of the cost of lithium batteries and the expansion of the application field, the market space of China's energy storage lithium battery is worth looking forward to. The data shows that in 2016, the output of China's energy storage lithium battery is 3.1GWh, and the output value is 5.2 billion Yuan, accounting for more than 50% of the global output value. The rise of energy Internet will significantly boost the demand for energy storage, and the compound growth rate of output value will reach 2016-2022 18% or so. It is predicted that the demand for lithium batteries in China will reach 16.64GWh in 2020, and the compound growth rate in 2016-2020 will reach 44.75%. On October 11, 2017, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the Energy Bureau jointly issued the "Guiding Opinions on Promoting the Development of China's Energy Storage Technology and Industry", which is aimed at the development of China's energy storage technology and industry. Insufficient policy support, insufficient R&D demonstration, insufficient technical standards, and insufficient overall planning, the objectives and five key tasks of China's energy storage industry development in the next 10 years are proposed. As the first guiding policy of China's energy storage industry, it is a milestone. In the medium and long term, driven by the policy, China's energy storage lithium battery industry is expected to enter an accelerated growth period, and thus become an important growth pole for lithium battery equipment demand.

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