The development status and trend analysis of lithium battery market

Regarding new energy vehicle sales forecasts, forecasts and adjustments from 2016 to 2020, because 240,000 forecasts, 2015, recently, may be 300,000 this year, but generally speaking, we still don't want to adjust this rising force, we believe in my country in 2016 The annual economic growth may only be 50%, to 30% in 2017, and to 20% in 2018, which is getting lower and lower. This is because the effect of the stimulus policy will drop significantly afterwards. By then, the decline in battery prices and the increase in energy density may make great progress. When overseas markets push the Chinese market forward, it will gradually rise from the bottom to 25% in 2019 and 30% in 2020. The development of the overseas new energy vehicle market has such an important law, and we can also predict the situation in the next few years based on this. In other words, the price of automotive battery packs will increase by 20% to 30% per kilowatt hour. In short, the development of the electric vehicle market depends on two important factors. One is the significant increase in battery energy density. What standard? Pure electric elevators have been upgraded from 150 kilometers to 300 kilometers. Battery costs have dropped significantly. What is the goal? By 2014, electricity prices will rise from US$390 per kWh to US$400 per kWh, and US$200 per kWh. Important participants are now following this path. Samsung’s technical goal is to reach 200 watt-hours per kilogram by 2019, 250 watt-hours by 2019, and suddenly 300 watt-hours or more by 2020, because they plan to achieve large-scale lithium batteries by then Processing. I said that my concerns and lithium battery issues may be concentrated in the explosion. This is why we predict that the rise next year will be relatively low. The important reason is that in 2014, the sales of electric vehicles rose from 10,000 to 80,000, and the increase from 80,000 to 80,000. 240,000 years of 2015, so the quality of the vehicle is difficult to control, the quality control of the battery can also be difficult to control, and the battery looks a bit bad, because in 2014, most of the materials we need are still imported first, including BYD, Most of its lithium iron phosphate materials come from Canada. They will not be able to supply so many materials this year, because the demand for lithium iron phosphate this year may be as high as 26,000 tons, and the demand for internals may be as high as 8,000 tons. Overseas companies cannot supply because they have very strong processing plans. Only more home use, the problem with home battery may be more prominent. In general, from the overall processing capacity of our company, the battery problem is in the car sales in 2014. The time is usually in 2016. The one-year time problem of the battery is also about next year. In this case, the stack will be until next year. Battery problems may intensively erupt next year, especially electric vehicles are rare in the second half of this year. In the second half of next year, everyone wants to see it. This is a problem. We have forecasted the lithium battery market size from 2015 to 2020. It is estimated that by 2020, including electric vehicles, the market size of lithium batteries will exceed 220 million kWh. By 2020, electric vehicles will account for 38.83% of the market. The share will be close to 40%. It is estimated that by 2020, the price will reach 200 US dollars. The supply of lithium carbonate is tight, and we have also forecasted it. From the perspective of batteries, an important opportunity for Chinese companies lies in differentiated markets. The first is the market, specific battery types and large consumption. Different mobile phone batteries are different. The other is that Japanese and Korean battery giants have not paid enough attention. Another problem is lithium manganese oxide battery technology. Disclaimer: Some pictures and content of articles published on this site are from the Internet, please contact to delete if there is any infringement. Previous: Advantages and applications of low-temperature lithium batteries