2017 lithium battery market size reached 128 billion

China's new energy automobile industry has entered the golden period of development. The data shows that the sales volume of new energy vehicles in China has increased significantly since 2012, and the sales volume has increased from 12,000 to 507,000 in 2016. It is expected that sales of new energy vehicles will maintain a high growth rate of around 40% in the next four years, and the demand of related upstream industries will continue to be driven.

Since the end of 2016, the favorable policies for power lithium batteries have been frequent. At the end of November, the Ministry of Industry and Information Technology publicly solicited opinions on the "Regulations on the Standards of Automotive Power Battery Industry" (2017), requiring that the capacity of power lithium-ion batteries should not be less than 8GWh. On March 1, 2017, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Science and Technology and the Ministry of Finance jointly issued a notice on the “Action Plan for Promoting the Development of Automotive Power Battery Industry”.

The plan proposes that by 2020, the total capacity of power lithium batteries will exceed 100GWh, forming a leading enterprise with an annual production and sales scale of 40GWh or more. In this context, the survival of the fittest in the domestic lithium battery industry will be greatly accelerated, and the capacity expansion and equipment upgrade of mainstream lithium battery manufacturers have become the trend of the times.

Power lithium battery is the core component of new energy vehicles. The demand is most affected by the production and sales of new energy vehicles. In 2016, the output of lithium batteries in China once again showed a rapid growth. According to relevant data, the cumulative output of lithium batteries in China reached 7.84 billion in 2016, a year-on-year increase of 40%. The growth rate has reached a new high since 2010, and the output ranks first in the world for ten consecutive years.

The report pointed out that the lithium battery industry is developing rapidly and the scale of production capacity of related enterprises is expanding. At present, there are hundreds of power battery companies in China. In 2016, the scale of China's lithium battery industry reached 128 billion yuan, surpassing 100 billion yuan for the first time, up 30% year-on-year, maintained a high growth trend. In 2016, China's share of the global lithium battery industry reached 40%, an increase of 5% over 2015.

China's lithium battery industry is facing an overall overcapacity and high-end production capacity shortage. The current industry has entered an accelerated reshuffle period. The main power lithium battery manufacturers are planning to expand on a large scale of capacity on the basis of the original, and the precision and automation rate of production equipment have With higher requirements, it is expected that the capacity upgrade of the lithium battery industry will accelerate in the future, and the market share will be further concentrated to leading enterprises.

Driven by the dual demand for quality and quantity, the market for automation equipment in the latter part of the future will gradually increase. According to the major manufacturers' expansion plan, the domestic lithium battery capacity will be about 250GWh by 2020, assuming that the average price of equipment per 1GWh of lithium battery capacity is 550 million yuan, and the localization rate of the latter stage equipment is 95%, and the lithium battery will be in the next 4 years. The equipment market will reach 26.125 billion yuan.

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