Lithium-ion battery processing manufacturers have 'going to sea' to lay out the global power lithium battery market

Lithium-ion battery processing manufacturers have 'going abroad' to deploy the global power lithium battery market. The increase in the production and sales of new energy vehicles and the increase in the charge capacity of single vehicles have enabled the installed capacity of power lithium batteries to rise faster than that of the entire vehicle. my country's new energy vehicle replenishment will be an important driving force for accelerating the globalization of power lithium batteries. Overseas power lithium battery manufacturers will flood into our country and accelerate the deployment of high-end production with local power lithium ion battery manufacturers in order to obtain the world's largest new energy vehicle Dividends of market development. Lithium-ion battery processing manufacturers have 'going out to sea' to deploy the global power lithium battery market. Under the background of the vigorous development of global new energy vehicles in important countries such as my country, Europe, Japan, South Korea, and the United States, the global power lithium-ion battery market has maintained high-speed shipments in recent years rising trend. In the next few years, with the implementation of the dual-point system for new energy vehicles in my country and the acceleration of vehicle electrification in EU countries and the United Kingdom, power lithium-ion batteries will maintain a high upward trend driven by new energy vehicle terminals. It is expected that by 2025, the world Power lithium-ion battery shipments will reach 669GWh, with a compound annual growth rate of 15.8% in the next five years. In 2019, the global lithium-ion power lithium battery shipments of TOP10 companies’ processing bases, output, and important customers found: In recent years, leading companies such as CATL, Panasonic and LG Chem have increased their market share and expanded their production. The pace of production is also accelerating, and the layout of overseas markets is also increasing: LG Chem, Samsung SDI, CATL and other important global power lithium battery companies have begun to set up processing bases in Europe. CATL has put into production 58GWh; plans to increase the output of the Cheliwan project by 45GWh; plans to build three new lithium-ion battery projects (Huxi, Jiangsu Times, Sichuan Times) 52GWh; the total output is expected to reach 240GWh in 2023. Honeycomb Energy announced that the company will deploy 100GWh power lithium battery projects globally in the next five years. In terms of European layout, Honeycomb Energy will spend 2 billion euros (approximately 15.7 billion yuan) to build a 24GWh large-scale power lithium battery plant and supporting anodes in Europe. Material factory and battery technology center. According to the analysis by the relevant person in charge of Honeycomb Energy, the construction of the first phase of the Honeycomb Energy European plant will start in 2020 and be completed and put into operation in 2022; the second phase of the project will be put into operation in 2025. BYD's current output: Qinghai Xining plant 24GWh, Huizhou Kengzi plant 2GWh, Shenzhen Baolong plant 14GWh; planned output: Chongqing plant 20GWh, Xi'an plant 30GWh, Hunan Ningxiang plant 20GWh, the total output is expected to reach 60GWh by 2020. At present, BYD has established a 'Fuddy' company, intending to open up the battery and other core parts business in the automotive industry chain, and open the way to external battery supply. The global power lithium battery market shipments increase year by year. Power lithium batteries are the engine that will increase the most in the field of lithium-ion batteries in the future, and the trend toward high energy density and high safety has been set. With the decline of new energy vehicle subsidies, the new energy vehicle market must complete the transformation from policy-driven to market-driven, and increasing its cruising range is one of the most critical factors in the process of marketization. Therefore, high-energy-density power lithium batteries Become a hot spot of company research. The country has made corresponding requirements for the energy density of power lithium batteries. By 2020, the energy density of power lithium batteries should reach 300Wh/Kg. In the field of digital batteries, digital terminal products are developing in the direction of lightness and thinness, and digital batteries need to increase their energy density to reduce volume and improve battery life. Benefiting from the increase in sales of new energy vehicles and the increase in battery charge, there is a large demand for power lithium batteries. Leading battery manufacturers are accelerating their global deployment to meet the rapid rise in demand for power lithium batteries. It is estimated that the total global demand for power lithium batteries in 2025 will be 930GWh, my country's demand will be 490GWh, and overseas demand will be 440GWh; the growth rate of overseas power lithium battery demand will be higher than that of my country. Advanced technology and economies of scale will continue to increase industry concentration, and leading battery manufacturers will gain more global dividends. my country’s lithium-ion battery industry has grown from scratch, from small to large, and has developed rapidly. With the key support of national science and technology projects, my country’s lithium-ion battery industry has made significant progress in the research of key technologies, key materials and products in the field of power lithium batteries. . Although the technology and products of low-capacity power lithium-ion battery still have a certain gap compared with foreign countries, the development of large-capacity power lithium-ion battery industry is already at the international leading level. In general, future technology, output, orders and other resources will be further concentrated in leading companies. The market share of second and third-line power lithium battery brands will be squeezed to a certain extent. These companies will not only strive to ensure the power market share in the future. , It is expected that more energy will be devoted to exploring other battery application markets, such as the field of energy storage, electric ships, electric bicycles, electric tools, batteries for TWS, and so on. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: 2020 UPS lithium-ion battery industry data and market analysis report