Specific analysis of the development trend of lithium batteries

Generally, the development of a country’s secondary industry goes through three stages from low to high in terms of processing methods: from labor-intensive to capital-intensive to technology-intensive. The lithium battery industry chain is a special industry. There are two special features: first, the lithium battery industry has transitioned from labor-intensive to capital-intensive; second, the lithium battery industry is technology-intensive from beginning to end, which is why its market can continue to expand. The fundamental reason. As detailed to the company, survival and development must continue to rely on technological progress, otherwise it will be eliminated. These two points are the most distinctive features of the development of the lithium battery industry chain. After the rapid development of lithium batteries from 2017 to 2018, the growth rate of lithium battery production will slow down in 2019. Among the three major lithium battery markets (consumer electronics market, vehicle electrification market, industrial u0026 energy storage market), the demand for electrification of vehicles represented by electric vehicles has surpassed the consumer market to become the largest market in 2016 . In 2018, a foreign-funded lithium battery company obtained a license to operate in my country for the first time. Foreign-funded companies such as LG Chem and Samsung have built factories to increase production. In addition, domestic companies such as CATL and BYD are expected to increase production. By 2022, my country’s domestic power lithium batteries The output is expected to be 143GWh, a compound growth rate of 26% compared to 2017. The use characteristics of 3C products determine its requirements for lithium batteries, and the high specific capacity of lithium batteries is more important. Because the service life of 3C products is usually not long (1-2 years), the working environment temperature requirements are not high (-15-40℃), and the requirements for safety and cycling are relatively lower; the capacity of lithium batteries consumed by 3C products is not Large, but it has higher requirements for lightness and portability, and also requires a longer battery life, so the specific capacity of the lithium battery is very high. It is estimated that by 2022, my country's 3C battery output is expected to be 56GWh, a compound growth rate of 12% compared to 2017. Compared with power lithium batteries, lithium batteries for energy storage have looser requirements for energy density, but higher requirements for safety, cycle life and cost. From this point of view, lithium iron phosphate battery is a more suitable technical route for energy storage among various types of lithium batteries at this stage, and most of the current lithium energy storage projects that have been put into construction also use this technology. From a global perspective, the most used lithium battery energy storage technology is the grid side, accounting for 52.7%, and it is mainly used for peak and frequency modulation of the grid; renewable energy grid-connected accounts for 28.9%, distribution The proportions of mobile phones and micro-grid and user side are 13.2% and 5.2%, respectively. my country’s market is slightly different. The grid-connected use of renewable energy accounts for the highest proportion, reaching 37.7%; followed by grid-side use, user-side and micro-grid-side use, accounting for 25%, 22.1% and 15% respectively. .2%. At present, there are still a large number of wind and solar power stations and thermal power plants that are not equipped with peak and frequency modulation energy storage equipment. Lithium energy storage technology has a broad market on the side of wind photovoltaic grid connection and auxiliary services. It is estimated that by 2022, the output of lithium batteries used in energy storage in my country will be 17GWh, a compound growth rate of 38% compared with 2017. 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: How long is the battery life of new energy?