What is the development prospect of power lithium batteries?

Analysis of the development prospects of power lithium batteries, power lithium batteries are the core components of new energy vehicles, and demand is most affected by the production and sales of new energy vehicles. In recent years, China's lithium battery industry has developed rapidly, and the scale of production capacity of related enterprises has continued to expand. At present, there are hundreds of power battery companies in China. In 2018-2023, China's power lithium battery industry market depth analysis and investment strategy research report shows that the battery market scale is over 200 billion. In 2016, China's power lithium battery shipments reached 30.5GWh, a substantial increase of 79.4% year-on-year. It is expected that the compound growth rate will reach 30%-40% in the next five years.

Driven by the domestic new energy vehicle production and sales market, the shipment of power lithium-ion batteries has also shown rapid growth. The valuable metal components contained in the cathode materials of different power lithium batteries are different, and the metals with the highest potential value include cobalt, lithium, nickel, and the like. The development trend of power lithium batteries is analyzed from four major trends.

Trend 1: The industry scale is growing steadily, and China's advantage is expected to expand

Power lithium battery development prospect analysis, in 2017, the main application market growth is slowing, lithium ion battery for global lithium ion battery industry scale more than 300 billion Yuan, grew a 4% decline in 2016.Under the new energy automobile promotion policies continue to drive China's electric car production reached 650000 in 2017, the global electric car market share will further enhance.

Trend 2: power battery led growth, market share of over 60%

In 2017, due to the domestic mobile phone brands have occupied the basic domestic market, international market development harder, power lithium battery development prospect of growth is expected to fall to about 10%, notebook computers, tablet production decline will continue to narrow, but still keep the slide, wearable devices, unmanned aerial vehicles and other consumer products is expected to presents the fast growth momentum, but the overall small scale, in general, consumer lithium-ion battery market demand in 2017 will remain slow growth of around 3%.

Under the force of the state financial subsidies, in 2017 China's new energy vehicle market is expected to expand to 650000 units, up 25% from a year earlier, the lithium ion battery of electric bicycle market is expected to reach 5 million vehicles, and power tools, and other fields, power type lithium ion battery the size of the market in 2017 is expected to reach 30 GWH, year-on-year growth of 30%.Together, in 2017 China's power battery will lead the lithium-ion battery market growth in China, the proportion is expected to top 60%, power battery to pull the contribution rate of growth of lithium ion battery industry in China will be more than 90%.

Trend 3: The subsidy is rapidly declining, and the growth rate of new energy vehicles is lower.

At the end of 2016, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, and the National Development and Reform Commission jointly issued the Notice on Adjusting the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles (hereinafter referred to as the “Notice”). According to the requirements of the Notice, the subsidies for new energy passenger vehicles have not changed much. The subsidy mechanism has been reduced by 20% according to the subsidy, and the subsidies for new energy buses have dropped more than 40%. The large subsidy of battery subsidies is much higher than previous market expectations, and higher technical requirements are put forward.

Trend 4: new technology to accelerate the application of disruptive products

Analysis of the development prospects of power lithium batteries, with the increasing use of lithium-ion batteries in various fields, especially in the fields of electric vehicles, new energy, military and other fields, countries and major enterprises have increased research and development support. At the same time, the preparation technology of advanced materials such as graphene and nano materials has been continuously improved, and the research and development of lithium-ion batteries has accelerated. The innovation speed of lithium-ion battery industry has accelerated, and various products have been introduced and put on the market. In the future, with the continuous advancement of various new technologies, new materials, including silicon-carbon composites and solid electrolytes, are expected to be widely used in lithium-ion batteries, and new subversive lithium-ion battery products will be available in specific applications such as wearable devices and special environments.

Analysis of the development prospects of power lithium batteries, lithium battery equipment enterprises determine whether the downstream industry can save energy and reduce consumption and improve product quality, which greatly affects the cost side of downstream lithium battery companies. Therefore, as the lithium battery industry, to the promotion of production and performance requirements will drive lithium electric equipment industry growth. In the future, the lithium battery industry will be driven by the growth of the power lithium battery industry, the production cost of the whole line will be reduced, and the domestic equipment share will increase. The demand for equipment will increase significantly in the next three to five years.

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