Industry value trend of lithium-ion battery barriers

In Kerri, a number of lithium-ion battery companies issued performance reports. Initiated by the rapid growth of the wealth of new energy vehicles and power lithium batteries, many companies in the gap have made a lot of money. As the new production is slowly put into production, my country's lithium-ion battery barrier market may show a serious oversupply. At that time, the market competition of lithium-ion batteries will further intensify, and the fierce value war may be unprepared, and the market gross profit rate will drop significantly. The production process of lithium-ion batteries has a high technical barrier. Its cost accounts for about 10%-20% of the cost of lithium-ion batteries, and its gross profit margin is 30% higher. It is the product with the highest gross profit margin among the four important materials. , Most of the domestic estranged market is occupied by overseas companies. Fortunately, following the technological advancement of domestic battery materials companies over the years, the localization rate of barriers has also been continuously increasing, from 90% in 2017 to 93% in 2018, and the process of replacing barriers with imports by domestic barriers has further accelerated. At present, the barrier value of dry process manufacturing is already very low. At 5 yuan/square meter, the value will continue to decline in the future, and the profit margin at this moment is already very low; the barrier value of wet process manufacturing is 10-12 yuan/square meter, wet There is a barrier between the production of French technology, and there are almost no companies in China that have limited production. At present, the gross profit rate of this business can reach 50%. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.