Lithium battery materials ushered in the boom cycle.

Consumer electronics and the rapid development of new energy vehicle lithium battery size of the market is growing fast. In April 2016, new energy automobile production, sales, respectively 94000 and 90000, was increased by 126.8% and 131.1% respectively over the same period last year. In 2015, according to GGII domestic lithium electric diaphragm production 628 million square meters, up 49.5% from a year earlier.

As the lion's share of the lithium electricity costs, lithium battery material for a new round of cycle. In the a-share market, lithium batteries for the recent market is the most active subject, jinbei electrician, constant co, tai power, ShuangJie electric, camel, when science and technology, golden eagle shares such as the concept has been high.

Storage international summits in 2016, the white paper on energy storage industry research 2016 launch, the global energy storage market in 2015 for the annual inventory, and the projections for China market capacity. Run, according to a report by the end of 2015, China's total energy storage projects (not including pumped storage, compressed air and heat storage), 118, the cumulative installed size of 105.5 MW, accounted for 11% of total global energy storage project, the compound growth rate of 110% in recent five years. Currently running in the project, mainly lithium ion battery, lead-acid batteries, and fluid flow, and the accumulative total of lithium ion battery installed scale accounts for two-thirds of the total installed in our country. Is expected in 2020, the scale of energy storage with the highest will reach 24.2 GW, and conventional scenario, the total installed size will reach 14.5 GW. At the same time, in the subsequent storage allowance policy support, is expected to be the size of the market in 2020 will reach 100 billion yuan.

As new material "much starker choices-and graver consequences-in planning" drifting close, lithium battery materials is expected to become the key development object. China merchants securities believes that the lithium electricity materials industry next six months to a year is the golden week period, the increase in the price of lithium carbonate stabilization and downstream power battery continue to moderate, lithium battery materials to enjoy cheap raw material inventory + + price conduction new capacity is not ready for the mass production + downstream capacity of gold window period. From the industry level, the follow-up of new energy car sales continued more than expected, and let go of the ternary material in the electric bus market limit catalyst factors such as persistent, plate is expected to the year at a draught.

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