What are the investment proposals and risk tips for soft-packed lithium batteries?

With the new energy automobile subsidy standard put forward higher requirements for battery energy density, soft package technology as an important means of battery lightweight and high-energy, is expected to continue to improve the permeability in the new capacity, so as to achieve higher investment growth than the scale of industry expansion. The technological differences between soft pack batteries and square batteries have led to the upgrade of demand for high-end laminating equipment and equipment such as liquid injection and packaging. Due to the vast space of the new market, lithium power equipment companies with certain soft package technology foundation are expected to accelerate the layout. At present, relevant listed companies include Pu Tailai, win-win technology, pioneer intelligence and so on.

Risk tip:

New energy car sales lower than expected, China's new energy vehicle in its infancy, influenced by multiple factors such as policy, new energy automobile sales volatility will influence on the formation upstream lithium batteries and electric equipment needs.

Product prices fell sharply, as the improvement of battery technology,The lithium batteryThe unit price has gradually decline, if the battery unit price falling sharply to swim and lithium battery formation equipment needs.

Soft packagePower batteryTechnical promotion below expectations: soft pack battery with high energy density future markets a wide range of applications if the soft package of technical route to promote lower than expected, to the upstream soft package lithium electricity equipment needs special form.

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