-(2)Current Development Status of Power Lithium Battery Market and Materials Industry

(2)Current Development Status of Power Lithium Battery Market and Materials Industry
author:enerbyte source:本站 click218 Release date: 2023-09-07 08:44:08
abstract:
At present, the concentration of China's power lithium-ion battery market is very high. In 2018, the installed capacity of the top ten power lithium-ion battery companies in China reached 83.16%, while the top twenty power lithium-ion battery companies reached 92.1%. This means that the po...

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At present, the concentration of China's power lithium-ion battery market is very high. In 2018, the installed capacity of the top ten power lithium-ion battery companies in China reached 83.16%, while the top twenty power lithium-ion battery companies reached 92.1%. This means that the power lithium-ion battery companies ranked behind the twenty have actually been marginalized, and the industry reshuffle pattern is fierce. The industry chain companies are facing a "big wave of sand washing" screening.

With the increasing popularity of new energy vehicles and supporting facilities, as well as the gradual implementation of national policies, coupled with favorable factors such as improved lithium-ion battery production technology and cost reduction, the demand for power lithium-ion batteries for new energy vehicles will continue to rise in the future. It is expected that China's automobile power lithium-ion battery production will reach 215GWh by 2022. The development prospects of China's power lithium-ion battery industry are unprecedented and enormous. It is predicted that the market size of China's power lithium-ion battery will exceed 130 billion yuan by 2024.

Development status of power lithium-ion battery material industry in 2019

Since the introduction of lithium-ion batteries, their application scope has been continuously expanding and widely exists in electrical equipment used in people's daily lives, such as computers, watches, and electric vehicles. Lithium ion batteries are mainly composed of four major materials: positive electrode, negative electrode, electrolyte, and separator. In terms of cost proportion, positive electrode materials account for 33.2% of the market share, negative electrode materials account for 6.2%, separator and electrolyte account for 5.9% and 9.9%, respectively.

In the cost of lithium-ion battery materials, positive electrode materials account for 30-40%, becoming a key link in cost reduction. Affected by the significant decline in subsidies, vehicle manufacturers are under pressure and transmitting cost reduction pressure to the upstream material end. In addition, raw material prices continue to decline, resulting in an overall downward trend in the prices of ternary materials in the first half of the year. As of June 25th, compared to the beginning of the year, the prices of ternary materials and lithium iron phosphate have decreased by 12.3% and 23.1%, respectively.

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