Can new energy vehicles promote the development of lithium batteries?

The national government has been advocating the development of new energy vehicles. Under the call of national policies, new energy vehicles have reached record highs and are in a state of rapid development throughout the industry. How about the development of power lithium batteries with the “heart” of new energy vehicles?

The continuous growth of new energy vehicles has driven the lithium battery industry to continue its upward trend. The data shows that the production and sales of new energy vehicles in January-March 2016 were 62,663 and 58,125, respectively, an increase of 110% and 100%.

According to the data of China Power lithium battery Industry Market Demand Forecast and Investment Strategic Planning Analysis Report released by Prospective Industry Research Institute, the sales volume of new energy vehicles in China was less than 10,000 units in 2010, only 0.72 million units. More than 10,000 vehicles, an increase of 56.77%, the sales of new energy vehicles in 2013 increased to 17,600 vehicles, an increase of 37.50% year-on-year, sales growth between 2010 and 2013.

In 2014, the first year of the rapid development of new energy vehicles began. The annual production of new energy vehicles was 78,500 units, a 3.5-fold increase, and sales volume reached 74,800 units, a year-on-year increase of 3.2 times. By 2015, new energy production will be achieved throughout 2015. The total number of vehicles was 340,400, a year-on-year increase of 3.3 times, and the sales volume reached 331,100 units, a year-on-year increase of 3.4 times.

Therefore, the sales of new energy vehicles are increasing year by year, and the demand for lithium batteries is also expanding. Taking the 2014 data as an example, according to the 20% penetration rate of the lithium ion battery power battery , the market size of the lithium ion battery is about 15,000 sets, according to the average price of each group of power lithium ion batteries is 50,000 Yuan, the total market is about It is 748 million Yuan. As a core component, lithium batteries are welcoming a good opportunity for development, and at the same time ushered in the bottleneck of industrial development.

Moreover, lithium battery companies are facing the dilemma of insufficient raw materials and rising costs. The most important lithium carbonate in lithium battery raw materials has been speculated by the market, making the price rapidly upstream, which has doubled within half a year. Lithium carbonate accounts for more than 50% of the raw material cost of lithium batteries, so the price of lithium carbonate soared twice in half a year, and the total cost of lithium batteries rose by 20%.

Insufficient supply of upstream raw materials and the development of new energy vehicles have increased market demand, which has led to an increase in the price of lithium batteries. In addition, human factors cannot be ignored, market speculative forces intervene, and institutions take the opportunity to speculate, making lithium batteries The spot has risen sharply.

Although the rate of increase is too fast, the development prospects of lithium batteries are still optimistic, especially this year, domestic new energy vehicles will maintain rapid development, and the demand for lithium batteries may still be in short supply. Domestic lithium battery companies will continue to expand production.

Forward-looking industrial research institute integrates the downstream development of the industry in the future, and the impact of relevant national industrial policies. Based on the historical data of the scale of the lithium battery market, the polynomial fitting is used to predict the market scale of China's lithium battery in 2015-2020. It is expected that the lithium battery industry market in 2017 will reach about 230 billion Yuan. By 2020, the scale of the industry market will reach 600 billion Yuan. The lithium battery industry market still has a large room for growth, and the future prospects are optimistic.

The page contains the contents of the machine translation.