The gap between the leading power lithium-ion batteries is narrowing, the competition is intensifying, and the core technology is the trump card

According to statistics from the 'New Energy Vehicle Industry Chain Database' recently released by the Advanced Industry Research Institute (GGII), global sales of new energy vehicles in the first three quarters of 2020 were approximately 1.751 million, an increase of 11.9% year-on-year; the installed capacity of power lithium batteries was approximately 77.78GWh , A year-on-year decrease of 1.7%. Among them, the total installed capacity of the top ten power companies is about 72.01GWh, accounting for 93% of the global installed capacity of power lithium batteries. Among the companies on the list, CATL ranks second only to LG, and BYD ranks fourth. GGII introduced the highlights of this data and said that the data shows that the gap in the global power lithium battery installed capacity of LG, CATL and Panasonic is gradually narrowing, and each is the highest level of different battery cell technologies. The proportion of the world's top three cities will change in turn. Possibly, the competition for the global leader position is particularly fierce. At present, the level of attention on the new energy vehicle power lithium battery track remains high. Among the securities investment portfolios of more than 22 brokerage firms in November, CATL was the most optimistic, and was jointly recommended by 7 brokerage firms. BYD's share price also reached a historical high on the previous trading day, and its total market value rose by more than 500 billion. GGII predicts that although the year-on-year growth rate of global power lithium battery installed capacity in the first three quarters has decreased slightly, with the rapid recovery of the domestic new energy vehicle market in the third quarter, the global power lithium battery installed capacity is expected to exceed 125GWh in 2020. It also reminded that due to the sharp increase in the sales of new energy vehicles in European countries, in the first three quarters of 2020, the global sales of new energy vehicles increased by 11.9% year-on-year. The release of foreign terminal market demand also provides global competitive opportunities for domestic first- and second-tier power lithium battery companies and key materials companies. my country's lithium battery companies such as CATL, Funeng Technology, Honeycomb Energy, and Weihong Power have gone to Europe to set up factories. Following the “going out” of battery factories are various material suppliers and equipment suppliers. Related listed companies include: Tianci Materials, Xinzhoubang, Jiangsu Guotai, Shida Shenghua, Xingyuan Materials, etc. Last week, the General Office of the State Council announced the 'New Energy Automobile Industry Development Plan (2021-2035)'. Wanlian Securities stated that the plan first clarified that the new energy automobile industry is the new driving force of the world economy and that new energy automobiles have become global automobiles. An important direction for the development of industrial transformation and an important engine to promote the continuous rise of the world economy, the industry will usher in a high rise in industry certainty. For links in the industry chain, such as power lithium batteries and management systems, and electric motor control, it is recommended to pay attention to leading companies that have mastered core technologies. 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. Who is the real enemy of the Ningde era?