Lithium battery industry expansion needs to be cautious

The lithium battery industry should be cautious about expansion. The career prospects for lithium batteries are bright, but the first signs of overproduction have now appeared. With the greatest business opportunity, yesterday in the bag for a few years, traditional auto parts business, lithium battery material companies, private car manufacturers in the large-scale power lithium battery industry, in the Yangtze River Delta, the Pearl River Delta and other places, local governments also Regarding lithium batteries as a vigorously fostered industry, state-owned and private companies are encouraged to enter. In July this year, the new energy vehicle subsidy policy is expected to be promulgated. The policy will be extended for three years, and the existing 25 demonstration cities will be further expanded. Vehicle purchase subsidies are no longer restricted by the demonstration city, and the maximum subsidy for pure electric vehicles is 60,000 yuan per vehicle. It is expected that the subsidy standard for domestic plug-in hybrid new energy vehicles will be increased by 3,000 yuan/kWh. This news has triggered a wave of expansion in the lithium battery industry. Professional analysts at Champconsulting believe that under the stimulation of subsidy policies, my country's lithium battery industry is on a dangerous path of oversupply and expansion. Since 2009, the state has issued a series of subsidy policies, which has stimulated the investment boom in my country's lithium battery industry. At present, the planned output of lithium batteries in my country has reached 5 billion anh, which is almost 4-5 times the expected market demand in the next five years. The potential for excess production has not been given enough attention, and some local governments have added new subsidies from the central government to foster new economic growth points. The lithium battery business seems to have become a dilemma.However, due to excess production, market prices have fallen, and net profits have decreased. In order to be able to support, the company continues to expand production and spread costs. In order to maintain market share and other companies must also follow the expansion. Between the cost, a large number of companies will eventually be eliminated. It will take at least 8 to 10 years for lithium batteries to be applied to electric vehicles. The realization of lithium battery products standardizes electric bicycles. In the next three to five years, the market share of lithium batteries in the field of electric bicycles will increase from the current 3% to about 20%, which will add more than 10 billion yuan to the lithium battery industry. However, lithium batteries have not yet been used on a large scale in the field of electric bicycles. Relevant departments and funds have begun to vigorously promote the use of electric vehicles, which is obviously unrealistic. Shangpu Consulting analyzes that the potential market for the lithium battery industry is very large, but the lithium battery industry has a policy that affects production expansion-excess loss policy impact, progress in the form of production expansion, and rapid expansion of lithium batteries must be controlled in time. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Is it better to use lithium batteries or accumulators for UPS backup power?