2018 China Lithium Industry Entrepreneurs Summit: The market for Lithium Industry is far from new energy vehicles

Sponsored jointly by the Ministry of Industry and Information Technology and the Shenzhen Municipal Government, China Electric Power Equipment and AutoR Smart Driving jointly planned and organized this year's highest specification and most extensive lithium industry forum 2018 China Lithium industry entrepreneur summit at the Shenzhen Convention and Exhibition Center.

The Li-Power Entrepreneurs Summit will be a platform for the government to promote the establishment of exchanges and sharing of technologies and results in the Li-power industry, including production, learning, and research.

As a promoter of the lithium industry, China has become the world's largest lithium power company and their founders have all attended this summit, except for the Ningde era. Qinxingcai, chairman of Tianjin lishen battery Co., Ltd., Wumengtao, general manager of Tianjin Bamo Technology Co., Ltd., and Liujincheng, chairman of Huizhou Yiwei Lithium Energy Co., Ltd., etc. The founders of China's top ten lithium battery manufacturers will attend the meeting at the same time. More than 600 representatives from the three sectors of production, learning, and research will gather.

Lithium-electric industry is showing a high positive correlation with China's new energy automotive industry. While China has become the largest country in the new energy automotive industry, it has also become the world's largest lithium battery manufacturing base. Lithium-ion battery production accounts for more than 45 % of the world's share. At the same time, the first unicorn was born and the Ningde era was valued at over 100 billion yuan.

In this context, the lithium-electric entrepreneurs Summit has become a window to observe the development and current situation of the lithium-electric industry in China.

Wushengwu, deputy director of the Department of Electronic Information of the Ministry of Industry and Information Technology, said in his speech at the lithium electricity entrepreneur summit: "Lithium electricity technology is the frontier and strategic technology that leads the future. Lithium is becoming as important as oil and a strategic industry for competition around the world. From consumer electronics, smartphones and smartwatches to smart robots to smart electric vehicles, the big lithium-powered industry is the first chance to seize the smart age. "

The country's attention to the lithium power industry has been raised to the height of the national strategy. But in China's lithium industry has made great achievements, it still can not be ignored that there is still a huge crisis in this industry.

Although China has abundant lithium resources, the demand for resources such as cobalt, nickel and manganese required for lithium batteries is strong, which has led to many capital-destroying developments. In the past two years, the state has implemented a subsidy policy for the gradual decline of new energy vehicles. New energy auto companies are further reducing battery costs. The lithium battery industry is facing both the rising prices of upstream raw materials and the two-headed dilemma of downstream automakers.

As Wumengtao, general manager of Tianjin Bamo shares, put it: "Flour is more expensive than bread" has become a chronic disease that restricts the healthy development of the lithium industry in China. The price of lithium carbonate in 2015 was 38,000 yuan per ton, which rose to 180,000 yuan and is currently floating at 170,000 yuan.

On the other side of the surface of China's lithium industry is the difficulty of making profits for many Chinese companies.

Mr Wumengtao said: "The domestic power battery companies, with the exception of BYD, CATL these two are slightly better, other homes are very dangerous. In the current situation, there have been frequent incidents of overpricing of flour than bread, and it is difficult for advanced enterprises that attach importance to technological innovation to recover R&D costs, and profits are very difficult. The obvious contradiction in our power cell market is the continuous expansion of production capacity and the serious shortage of production capacity for high-end products, especially new materials. The market has grown rapidly, but the profits of advanced companies have continued to decline. "

One trend that deserves attention is that the entire world of power cells is currently determined by the choices of giant car companies.

Tesla, a pure electric car company, chose Panasonic, Benz chose Ningde, Volkswagen and BMW also chose Ningde, and other giant car companies chose Japanese and Korean battery companies as car suppliers. At present, only a handful of Chinese companies such as CATL can supply batteries for the international high-end electric vehicle market.

Compared with foreign countries, China has a huge gap with the United States and Japan in the positive material industry.

However, from the market, especially the growth trend of new energy vehicles, the lithium electricity industry has a huge growth space. Li Ping, co-founder of Ningde era, said lithium-electric industry began to shift from consumer electronics industry to power battery industry. And this industry is not yet fully supporting the development of pure electric vehicles. The whole industrial chain of lithium electricity industry is in urgent need of scale and cost reduction.

"After the power cell market, a more imaginative energy storage market will be a $10 billion market, and the future unit of valuation of energy storage batteries will be sold by tons and will be huge," he said. "

The energy storage market corresponds to the global energy Internet.

This is precisely why lithium is known as the oil of the era of all things.

When talking about how to promote the development of the lithium electricity industry, Wushengwu, deputy director of the Department of Electronic Information of the Ministry of Industry and Information Technology, mentioned that one is to establish a comprehensive management system from lithium power production to recycling, and the other is to layout the global energy Internet; Third, we must seize the historical opportunity of China's vigorous development of new energy vehicles and the opportunity of the times to build smart and intelligent power.

He mentioned that the layout of the global energy Internet has become the direction of many lithium power companies to layout energy storage markets.

Wushengwu said that President Xi Jinping launched the "Discussion on the Construction of a Global Energy Internet" initiative in 2015 to promote "meeting global electricity demand in a clean and green manner." UHV transmission technology and distributed energy storage facilities will become the two cornerstones of the global energy Internet. The energy Internet, like the digital Internet, will be another infrastructure that supports the functioning of modern society. At present, China's energy storage construction is in the stage of R&D demonstration. Building a strong network of energy storage facilities is conducive to integrating our photovoltaic power generation capacity and wind power capacity into the energy network, and together with our new energy vehicles, form the world's largest mobile energy Internet. This is of profound significance to China's strategy of building a smart city and entering a smart society.

Lithium-energy batteries, from digital devices to cars, to the global energy Internet, are becoming the driving force behind the smart age.

The newly concluded 2018 China Lithium-Power Industry Entrepreneurship Summit has embodied the consensus of Lithium-Power entrepreneurs, faced the problems squarely, and set up a cooperation platform for technology sharing and joint production, research and research for a booming market.

The page contains the contents of the machine translation.