The impact of falling lithium battery prices on the development of the industry

The impact of falling lithium battery prices on the development of the industry At this time, my country's new energy vehicle market is entering a new period of expansion. New energy vehicles, which are the core of lithium-ion batteries for new energy vehicles, are standing in the air and are still facing many challenges. As an important energy storage battery, the price of lithium batteries also changes with the development of the market. The first thing to consider is what is a lithium battery. A typical lithium battery is composed of a casing, a positive electrode, a negative electrode, an electrolyte and a thin film using chemical substances. Lithium batteries are a simple product. The primary reason for the relatively high price is that the output value is too small. The too small output value makes it difficult to dilute the fixed costs, and it is impossible to pass a large number of processing technology advancements, which further reduces the unit electricity cost. If you disassemble a lithium battery, you can see that the internal structure of the lithium battery is very simple, so it can be fully automated. Manual labor may be required in the final testing stage, but it can basically be automated in advance. So if the output value is large enough, then the labor cost can be ignored, the first is the depreciation of fixed assets and data costs. The second factor that affects the price of lithium batteries is the cost of data. I guess, in fact, there is very little high technology. First of all, regardless of the positive electrode, the negative electrode is considered. The negative electrode is graphite. Relatively speaking, there are few technical content. The price is still because the output value is relatively cheap, and only the negative points of the rising output value will be surplus. Shells and copper foils have no technical content in the long term. In the long term, the prices are falling all the way. Lithium battery electrolyte is the carrier of ion migration in the battery. Generally composed of lithium salt and organic solvent. The electrolyte can conduct ions between the positive and negative electrodes of the lithium battery, which guarantees the high voltage and high specific energy of the lithium battery. Electrolyte is generally prepared from raw materials such as high-purity organic solvent, lithium electrolyte, and necessary additives under certain conditions and in a certain proportion. In the structure of lithium batteries, the diaphragm is one of the key internal components. The function of the diaphragm determines the interface structure and internal resistance of the battery, which directly affects the capacity, cycle and safety performance of the battery. A diaphragm with excellent performance has an important impact on improving the sensing performance of the battery. The important purpose of the separator is to isolate the positive and negative electrodes of the battery, prevent them from being short-circuited by contact, and allow electrolyte ions to pass through. Therefore, if the price of lithium batteries continues to fall, then the most profitable is the downstream automotive industry. Therefore, the entire industry chain is the most profitable car. Here we can only look at BYD and Tesla, because other companies' new energy vehicles account for too few proportions, and they are not sincere. But vehicle occupancy is beyond the scope of this article. Going back to the upstream lithium resources, in the downstream production expansion, the upstream lithium resources can be expanded in a large amount, so will the price pressure be high? This issue needs special discussion. The Ministry of Industry and Information Technology announced the 'Industrial Lithium Battery Industry Standards' from the Ministry of Commerce website, in order to strengthen professional lithium batteries, guide industrial transformation and upgrading, vigorously develop strategic emerging industries, and promote the healthy development of the lithium battery industry. my country's lithium battery industry standards The conditions and temporary measures have been revised for the processing of lithium battery professional standard notifications. The revised lithium battery professional standard conditions and interim methods will come into effect on February 15, 2019. Standard conditions, according to national laws, regulations and plans to confirm or agree to the above people's government provincial nature reserves, drinking water, water conservation and ecological function areas are designated as permanent basic farmland, and laws, regulations, and rules stop the construction of industrial company regional structures Lithium battery (including support) project. Existing companies in the above-mentioned areas should lift their closures in accordance with the provisions of laws and regulations, or strictly control their scale, and gradually withdraw. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.