Experts predict: lithium electricity industry has begun to comprehensive realignment

Legal evening news · view news (reporter Zhang Li correspondent Ya-nan Zhang) on November 23 to 25, with "quality smart, refactoring pattern" as the theme of the fifth China lithium electricity new energy industry international peak BBS held in Guangdong. The participating experts predict that in 2018Power battery field, the leading enterprise competition will be more intense. This year will have 30 or so the battery factory may collapse, industry reshuffle has fully open.

Lithium electricity "davos" the organizing committee of the secretary-general, zhong guan cun new battery technology innovation alliance secretary-general in Puritan said on the BBS, after 2017 years of adjustment, the new energy policy will be more stable, pragmatic; At the same time, the market mechanism in the role of development of new energy vehicles, energy storage and other industries will also increasingly apparent .Under the "market and policy" two-wheel driven, the implementation of the double integral, the lock-up fuel vehicles on the agenda, the cost reduction and improvement of power battery energy density, energy storage industry for growth...Will greatly promote the competitiveness of the battery industry chain of the market.

In the Puritan, expects 2018 years in the field of power battery, leading enterprise competition will be more intense. In the niche, lithium, cobalt, nickel, aluminum foil and copper foil rising prices of raw materials, such as trend will intensify resource battle; The anode material in the diversified development to high nickel, at the same time will also face greater cost pressure; Anode materials market long-term monopoly competition, price competition or will continue; The battery material change in the technical proposal, will continue to lead to electrolyte slowing sales growth; The diaphragm is industry still faces a low-end overcapacity serious situation, dry diaphragm prices have fallen sharply, wet membrane productivity release is still relatively slow, etc. In the downstream of new energy vehicles, energy storage market, as the big reversal of the joint venture policy, independent brands will face the test of life and death. In this context, "quality smart, refactoring pattern" will be in the future for a long time, will become a new energy lithium electricity industry development main melody.

Legal evening news · view news reporter learned that, across the current The lithium battery The situation of industrial structure, China, Japan and South Korea three-horse race in the future will continue for a long time. With the rise of new energy vehicles industry and market, lithium electricity industry into a new era of power battery consumption and individual consumption, 2017 lithium-ion battery industry in China market pattern has two obvious changes: one is the investment expansion, merger, acquisition and reorganization under the boom, intensifying competition between the leading enterprises; The second is the field of power battery, The ternary lithium battery Application in the market.

Lithium electricity "davos" mo ke, secretary general of the academic committee, said the first 10 months of this year the lithium battery has installed 18.1 GWH, up 31.43% from a year earlier, a total of 76 formed the effective supply of assembling battery manufacturers, more than in the first nine months of the three, is expected throughout the year in the number of about 80."Last year was 109, this means that this year will be about 30 battery may fail, industry reshuffle has fully open."

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