Lithium battery market blows up Chinese style

Lithium batteries have been a hot spot in the battery market in recent years. Nowadays, the application of lithium batteries includes not only digital electronic products, electric bicycles and new energy vehicles, but the demand is increasing year by year.

The application of lithium battery mainly includes three major fields: power battery, consumer battery and lithium battery storage. Before 2014, benefiting from the expansion of 3 c digital products, the scale of consumer lithium battery market continued to grow rapidly. New energy since 2014 The automobile industry is driven by policy support and technological advancement and is developing at a high speed. In 2014, the growth rate for the second consecutive year in 2015 exceeded 300%. According to the statistics of 2016, the power battery has jumped to the first demand in the consumption structure of lithium batteries, accounting for It is 48%.

Consumer electronics products are the most important application areas for lithium batteries since they were commercialized. Around 2014, due to the saturation of the market, the consumption of traditional 3 c digital electronic products has declined to varying degrees. The emerging demand side, such as navigation The market size of terminal devices and smart wearable devices has shown a rapid expansion; the overall growth rate of consumer lithium battery sales is expected to remain above 5%.

Power battery refers to a battery that provides power for new energy vehicles, electric bicycles, etc. Currently, almost all lithium batteries with relatively mature technology are used. Under the guidance of the national energy strategy, new energy vehicle related policies have been introduced since 2014, and domestic power lithium battery technology has continued to progress, and the entire industrial chain has entered a period of rapid development. Driven by the outbreak of demand for new energy vehicles, power battery shipments have also shown simultaneous high-speed growth since 2014.

In April 2017, the three ministries and commissions issued the "Medium and Long-term Development Plan for the Automotive Industry", adhering to the spirit of "Energy Conservation and New Energy Vehicle Industry Development Plan (2012 - 2020)", and the development of China's new energy (600617) automobile industry in the next 10 years. A clear plan has been made: by 2020, the annual production and sales of new energy vehicles will reach more than 2 million units; by 2025, new energy vehicles will account for more than 20% of automobile production and sales. Driven by this strong policy, it is expected that the hybrid growth rate of power batteries will reach over 40% from 2017 to 2020.

In addition, battery storage energy as the third largest application area of lithium batteries is limited by the practical difficulties of technology, cost and policy uncertainty. At present, the application scale is limited. After the future policy direction and technical route are further determined, the energy storage battery is expected. Welcome to the period of rapid development.

The continuous high-speed growth of demand for lithium batteries has brought about a high degree of prosperity in the entire lithium battery industry chain, especially in the field of lithium-electric materials, which is the core of the entire industrial technology. In recent years, the industry has been accelerating.

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