The state fund 'assisted' the power lithium-ion battery industry, how will the industry chain go ahead?

In recent days, the new energy automobile industry has continued to obtain favorable policies, which has also attracted attention to the power lithium battery industry in its key technical links. On October 15, the Ministry of Industry and Information Technology “added a fire” to the power lithium battery industry. According to the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology stated in the letter regarding the response to Proposal 0725 of the Third Session of the 13th National Committee of the Chinese People's Political Consultative Conference that the Ministry of Industry and Information Technology will actively guide the fund to grant key projects and key companies that are in line with the national strategy and have advantages in the field of power lithium batteries. Attention and support. The Ministry of Industry and Information Technology stated that it will continue to guide the company to make good use of existing policies, further release policy dividends, and support power lithium battery industry chain companies to accelerate innovation and development. How will the power lithium battery market scale in the future? Wanlian Securities believes that the sales data of electric vehicles has given a strong signal that the sales of new energy vehicles have risen rapidly since the summer. In the short-term, the four-hour heavy volume is highly certain; in the medium and long term, the state vigorously promotes the improvement of new energy vehicle infrastructure and at the same time introduces relevant support policies. The medium and long-term upward trend of the industry remains unchanged. The demand for batteries will continue to increase. China Merchants Securities pointed out that the three core factors for the scale of the power lithium battery market are the sales of new energy vehicles, the amount of electricity of a single vehicle, and the price of power lithium batteries. Regarding the sales of new energy vehicles, with subsidies declining, product strength significantly increasing, supporting facilities continue to improve and C-end user demand is released, 2021 is expected to usher in an inflection point. It is expected that sales in 2022 are expected to reach 1.6 million in the next two years. The compound increase rate is approximately 22.57%. Driven by technology, policies, and user demand, the battery charge of bicycles has been increasing year by year, and the charge of bicycles has continued to rise. The compound annual growth rate in the next two years is expected to be about 10.02%; the price of lithium batteries for power is downstream Driven by the three-dimensional assistance of vehicle parity demand, lower upstream raw material costs, and lower manufacturing costs, the price of power lithium batteries has been declining year by year, and the compound annual growth rate in the next two years is expected to be approximately -9.93%. The agency believes that the increase in bicycle charge is expected to offset the decline in the price of power lithium batteries. The market size of power lithium batteries is increasing with the increase in sales. It is expected to reach 86 billion in 2022, which is about 1.2 of the scale of 2019. Times. What company deserves the most attention? Kaiyuan Securities pointed out that the demands of terminal new energy vehicles for power lithium batteries are mainly in three aspects: energy density, cycle life, and safety performance. The current industry has carried out a series of lithium battery innovations around these three goals, of which the core innovation Lithium battery materials. The innovation of the lithium battery material system is based on the nature of battery charging and discharging. The selection of positive and negative electrodes is the key to improving the energy density of the battery cell, and the electrolyte additive is an effective means to improve the cycle life of the battery. Regarding the lithium battery industry chain, it is often the leading companies with strong Ru0026D foundation and financial strength that lead the industry's technological innovation and process progress. In the context of the continuous iteration of technology, the agency recommends attention: the Ningde era, a lithium battery leader with strong research and development capabilities. At the same time, the demander and inventor of new technology Tesla, the advance deployment of silicon-based anode technology, Baterui, Xinzhoubang with a number of electrolyte additive technologies, GEM, who has relevant experience in the research and development of quaternary precursors, Companies with first-mover advantages such as Rongbai Technology and Dangsheng Technology that achieve mass production of single crystals and high nickel will benefit. 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 post: Battery prices are falling faster than expected. Is the era of electric vehicles coming soon?