Brief description of the supply and demand of high-end power lithium batteries

A brand-new world has arrived. Under the national strategy of China's "Internet +", in the transformation of Industry 4.0, in the practice of Intelligent Manufacturing 2025, in the hard work and dedication of every industry person, we continue to shape and create wonderful.

Chinese President Jinping Xi has repeatedly stressed that the automobile industry is an industry with a large market, high technical content and high level of management refinement. The development of new energy vehicles is the only way for China to move from a car-powered country to a car-powered country. Research the market and use the live policy to develop products that meet various needs, making it a strong growth point.

Lithium-powered “Davos”, with the attention and care of the industry, took the expectations and mission of the industry entrepreneurs, passed the Yichun of Jiangxi Province in China, and passed through Chengdu, Sichuan. In 2015, we have to join hands together to enter Wuhan, Hubei.

As of May 2015, the cumulative sales of electric vehicles worldwide exceeded 750,000 units. China produced 78,500 new energy vehicles from January to June 2015. In June, China produced 25,000 new energy vehicles, a three-fold increase over the same period last year. Among them, pure electric passenger cars produced 10,500 units, up 2 times year-on-year, plug-in hybrid passenger cars produced 6,663 units, a year-on-year increase of 7 times; pure electric commercial vehicles produced 6,218 units, up 5 times year-on-year, plug-in Hybrid commercial vehicles produced 1,645 units, a year-on-year increase of 148%. Industry insiders generally expect that the production and sales of new energy vehicles in China will reach around 150-200,000 units in 2015.

At the same time, in 2014, global lithium-power battery shipments reached 10012.8MWH, an increase of 109.39% compared with 2013. In the first quarter of 2015, China's lithium battery production was only 1.04 billion, which was only 3.1% year-on-year. This shows that the current growth rate of power lithium battery production is far from meeting the development needs of new energy vehicles, and the market for high-end power lithium battery products is in short supply.

In this context, we expect that the scale of China's power lithium battery industry is expected to exceed 160 billion Yuan in the next decade. Upstream lithium resources, key materials in the middle reaches and the downstream assembly market will usher in development. At the same time, we are also optimistic about the power lithium battery market in 2015. It is expected that the market share of power lithium batteries will reach 38% this year, and the production capacity will reach 5 billion ampere hours. In 2015, the industry scale of small lithium-ion batteries will reach more than 50 billion US dollars, thus providing a stable and growing market base for lithium-ion battery companies around the world and China.

We also saw that in 2015, the world started the race of power battery technology research and development and capacity competition. Traditional automobile manufacturing companies such as Volkswagen, BMW, Mercedes-Benz, General Motors, Nissan, and Toyota have all been involved in power battery development research, and the energy density has been steadily refreshed. The problem of “mileage anxiety” has been slowly solved. The layout of the charging piles is also in full swing. Tesla and other car companies have not only started the charging pile race in the United States, but also started the Great Leap Forward construction in the Chinese market. The debate about whether there is an egg or a chicken first is put on hold, and new business models for problem solving are increasingly being explored, innovated and sublimated by the industry.

In the field of energy storage, lithium batteries have gradually formed a market, and are slowly eroding the world dominated by traditional lead-acid batteries.

However, as price drives are becoming more diversified, the application of new technologies that dramatically increase battery energy density is on the horizon. The new Nissan LeafEV and General VoltPHEV, which will be mass-produced this year, will use a new technology that can increase battery energy density by 30%, supplemented by lightweight technology applications, and the vehicle's pure electric range will be extended by more than 30%. . Obviously, the large-scale application of new technologies will push the electric vehicle market back to the track of rapid growth that doubles every year. New energy vehicles, represented by electric vehicles, are expected to grow into a decisive force to lead the global economy out of the bottom.

We believe that there are two major directions in the development of new battery technologies that have entered the stage of large-scale application: 1 high voltage direction represented by 5V lithium nickel manganese oxide battery technology; 2 under the premise that the safety factor is not reduced high-capacity direction represented by ternary materials (NCM and NCA) battery technology. Both types of technologies can increase the energy density of lithium-ion batteries to more than 200Wh/kg. Full-solid-state battery technology, which could see mass production in two or three years and could be scaled up, could increase the energy density of lithium-ion batteries to more than 300Wh/kg and increase the safety factor even further. And the safety factor will be a step up. The development of these new battery technologies has benefited from breakthroughs in related materials technologies.

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