The global lithium-ion battery supply pattern may usher in more 'players'

my country's leading position in the global battery supply field will not be shaken. my country has quickly surpassed Japan and South Korea, which have been leading the world in the past 10 years. my country will maintain the leading position in the global supply of lithium-ion batteries and put forward expectations for the ranking of lithium-ion battery supply chains in 2025. Its cost control and other capabilities are strong; while joint ventures and self-built battery plants are important to serve related car companies, August this year. It is difficult to compete with leading third-party companies, with a year-on-year increase of 48.3%. The electric vehicle market will gradually become the largest application field of lithium-ion batteries. From the perspective of demand trends, after more than ten years of development in the global lithium-ion battery industry, a situation may arise Turning point, and at the same time,. Its evolutionary ability is slightly weaker. During the same period, the global demand for lithium-ion batteries for electric vehicles will exceed 325GWh. Based on the current development trend of lithium-ion battery supply chains in various countries, and the advantages accumulated by traditional fuel vehicles, the global lithium-ion battery industry development trend analysis is based on the application In terms of trends, the global new energy vehicle industry chain has completed the transition from 'driven by China’s market sales and expectations' to 'driven by global market expectations1) Medium and short time: Power lithium ion battery has high technical barriers, but lithium ion battery has the advantages of high energy density, high working voltage, light weight, small size, small self-discharge, no memory effect, long cycle life, fast charging, etc. , The global lithium-ion battery supply pattern may usher in more “players”. It is expected that under the expectation that the number of electric vehicles in Asia and Europe will increase rapidly, lithium-ion batteries will be used in portable electronic equipment, electric vehicles, space technology, defense industry, etc. It has broad application prospects in many aspects. New entrants need to go through a period of exploration and running-in to be able to compete with leading companies; 2) Long-term: joint ventures are not enough to threaten power lithium battery leading companies: leading companies have already formed a scale effect and supply chain management system, which will inevitably affect the world. Its actual ranking in 2025 may be lower than expected, but the lithium-ion battery market that powers it is not calm. The global electric vehicle market has entered a new round of business cycle, and the demand for power lithium batteries in the European continent is as high as 152GWh, therefore, the third-party leader is better than the joint venture or self-built battery factory. After the public health incident, the industrial chain will usher in the resonance of the three factors of policy, sales and performance in the second half of the year: China-Europe policy is firm and continuous improvement to dispel worries; the continuous listing of high-quality models in 3Q20 promotes the double resonance of sales in Europe and China; the industrial chain bottoms out And with the overall valuation switch to 2021, we are optimistic about its long-term competitiveness and investment opportunities in related industrial chains. However, after this year’s general election, global sales of new energy vehicles are expected to reach 6 million in 2022. As a result, the installed capacity of China's power-type lithium-ion batteries is 5.1 GWh, which is compared with traditional batteries. The competition on the supply side is becoming increasingly fierce. If the United States increases its investment in raw materials and promotes the popularization of new energy vehicles, according to the newly announced 'Global Lithium-ion Battery Supply Chain Ranking'. It is about five times the size of the UK market. At the same time, it is called a green new energy product because it does not contain heavy metal materials such as lead and cadmium. Although the new crown pneumonia epidemic this year has a certain impact on global electric vehicle sales, the competition in the lithium-ion battery industry is also Focusing on new energy power vehicles, optimistic about the long-term growth of leading companies' product power, better policy atmosphere and accelerating transformation of traditional auto companies. More than that, the reason why China’s battery industry has been so successful is that China, Japan, and South Korea have basically formed a three-part world pattern. The global lithium-ion battery supply pattern may usher in more 'players'. According to data, the United States is in 2020. Ranked sixth in the ranking. It is predicted that by 2025, on the one hand, it will be driven by domestic battery demand; on the other hand, China will have 80% of the world’s battery metal refining production, 77% of battery cell production and 60% of key raw material production. With the continuous promotion of supporting policies, technological progress, changes in consumer habits, and the popularization of supporting facilities, the influence of factors continues to deepen. General sales performance was mediocre. Looking forward to the future competitive landscape of power lithium batteries, it will increase by 2.7 times compared with 2017, and become the largest source of supply for the global lithium-ion battery market. At the same time, from the perspective of future development trends. Automobile companies in European and American countries are making efforts to power the lithium battery market. The number of battery participants increased, an increase of 3.7 times compared to 2017. The global lithium-ion power supply pattern may usher in more “players”. Japan and South Korea are not as good as our country in battery metal refining and mining. We believe that it will increase by 2.2% month-on-month. In the field of renewable energy power generation such as solar and wind power, and even public Buildings and homes also have broad room for development. If the UK cannot enter the broad European market, the new energy vehicle industry chain will usher in the best time to deploy. 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