What factors restrict the development of lithium batteries?

The specific reasons for the restrictions are as follows: 1. Since 2017, the environmental protection requirements of lithium battery factories have become stricter, and the planning and preparation of chemical parks have paid more and more attention to environmental protection, which has led to supporting equipment processing near the industrial park. There are few manufacturers, and if they continue to use equipment construction, they will face difficulties in supporting and meet the planning of the park. Affected by environmental protection, some upstream monomer manufacturers of silicone have stopped production for maintenance, and the company's operating rate is low, resulting in tight supply; the prices of raw materials such as methanol and metal silicon have continued to rise, driving the rise of the upstream monomer DMC market of silicone, leading to organic silicon since 2017. The price of raw materials in the upstream of silicon continues to rise, and the price of DMC for the upstream monomer of organic silicon has soared, hitting a new high in the past. This has led to the benefit of processing companies that produce more organic silicon monomer-intermediates among the raw material companies in the industry, and the processing and operation of organic silicon downstream companies Difficulties, downstream companies at home and abroad have increased the terminal prices of products in response to the substantial increase in upstream raw materials. 2. Impacts in the lithium battery industry Wind data show that among the 100 listed companies in the lithium battery sector, 42 companies had negative operating cash flows in 2017. Among them, Jianrui Woneng and Mengshi Technology are unable to even operate daily due to tight cash flow. With the rapid expansion of production, the domestic power lithium-ion battery industry has also experienced overproduction, and product prices are on a downward trend. According to statistics from OFweek Industrial Research Institute, the price of power lithium-ion battery monomers at the end of 2017 was 20% to 25% lower than that at the beginning of 2017. However, the overall price of power lithium-ion battery raw materials has not shown a downward trend. This means that power lithium-ion battery companies will bear greater cost and profit pressure. As the cost of raw materials continues to rise, and the price of batteries continues to decline due to the impact of national policies, battery companies are under tremendous cost pressure. 3. The core material of lithium battery The core technology of lithium battery mainly involves several aspects such as raw materials, batteries, equipment, and battery packs. It plays a decisive role in the performance and cost of the battery. Although my country's lithium battery industry chain is relatively complete, it is still restricted by foreign technology or resources in terms of diaphragm, PVDF, water-based binder, aluminum-plastic film, NCA, automation equipment, and cobalt ore. 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: What are the reasons for the fire of the power lithium battery?