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

(3)Current Development Status of Power Lithium Battery Market and Materials Industry
author:enerbyte source:本站 click214 Release date: 2023-09-07 08:45:06
abstract:
From the market concentration of lithium battery negative electrode materials, the top five companies in the industry accounted for a total of 78% in the first half of 2019, an increase of 5% compared to 2018. Overall, the negative electrode material industry belongs to an oligopoly type. With...

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From the market concentration of lithium battery negative electrode materials, the top five companies in the industry accounted for a total of 78% in the first half of 2019, an increase of 5% compared to 2018. Overall, the negative electrode material industry belongs to an oligopoly type. With the current negative electrode material pattern, stable prices, and no significant changes in technology, the industry will present a pattern of constant strength.

In the first half of 2019, the prices of diaphragms decreased. According to data, as of June 26th, the prices of domestically produced dry process diaphragms and wet process diaphragms decreased by 23.3% and 5.7% respectively compared to the beginning of the year. According to data, the localization rate of diaphragms in 2018 increased by 3 percentage points year-on-year to 93%, but it is still a link with a lower localization rate. Under the trend of increasing demand for cost reduction by power lithium battery companies, there is still room for a decrease in diaphragm prices with further improvement in localization rates.

From the perspective of electrolyte market share, the top five companies in China's electrolyte industry accounted for a total of 72% in the first half of 2019, an increase of 4% compared to 2018. With the increasing concentration of the power lithium-ion battery industry, the industry chain has become more closely bound. In the future, leading companies will become stronger, while small manufacturers will not be able to enter the supply chain system and will gradually be eliminated by the market.

Power lithium batteries are the biggest engine for the future growth in the lithium-ion battery industry, and their trend towards high energy density and high safety has been determined. With the decline of subsidies, the new energy vehicle market needs to complete the transformation from policy driven to market driven, and improving its range is one of the most critical factors in its marketization process.

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