“There are 9 independent brands in my country’s market installation, and there are 6 seats in TOP10, my country.. It can be seen that in a comprehensive open, competition market, my country’s head battery company is in the world’s first group in product development, technology, cost, service capabilities, and truly achieve great goals.
. “December 14,” The 6th Power Lithium Ion Battery Application International Summit (CBIS2021) “is grandly opened in Zhangzhou, Jiangxi. Summit theme “” New Power ¡¤ New Pattern: Welcome ‘Double Carbon Target’ New Era “.
Industry chain heads and industry organizations from the whole vehicle, power lithium-ion batteries, materials, equipment, and foreign parties in China’s industrial chain company representatives, jointly circulating new development patterns, industrial chain delivery, supply chain security Safeguard, Double Carbon Target and Global Market New Pattern, Material Technology Breakthrough and Industrial Chain Core Topics of Industrial Chain and other industrial chains in depth. Liu Yanlong, secretary general of my country’s Chemistry and Physical Power Industry Association, delivered a speech, and Liu Yanlong, secretary general of my country’s Chemistry and Physical Power Industry Association, said in his speech that my country’s new energy vehicle sales reached 2.99 million, year-on-year Rising 166.
8%, all-year sales is expected to exceed 3.4 million units. The penetration rate of new energy vehicles in the first 11 months has reached 12.
7%.. Last year, my country’s new energy vehicle market penetration is only 5.
4%.. This year, the new energy vehicle market has rapidly improved, and the most important factor is a significant increase in private consumption, and the rise of new energy vehicles sales is strongly supported.
. This shows that as the power lithium-ion battery technology is constantly mature, consumers’ acceptance of electric vehicles has increased significantly..
The power lithium-ion battery application branch data shows that my country’s market power lithium-ion battery installed is about 128.3GWH, which has risen by 153.1% year-on-year, and it is expected to be close to 150GWH.
. In terms of market concentration, the market share of 10 companies in my country’s market installed in China will reach 92% in the first 11 months of this year..
Among them, nine of my country’s market installed volume TOP10 companies are independent brands; global perspective, in TOP10, my country has 6 seats. It can be seen that in a comprehensive open, competitive market, my country’s head battery company is in the world’s first group in terms of product development, technology, cost, service capabilities, and truly realize the “big and strong” goals..
Liu Yanlong said that from the battery technology route, on the one hand, the lithium iron phosphate ion battery is once again become a market focus. In this year, this year’s phosphate ion battery installed capacity is 64.8GWh, the first time is higher than Trimed battery 63.
3GWH installed volume. In addition, the cost advantage of lithium iron phosphate ion batteries also attracted the attention and favor of many large car companies around the world, including Tesla, Volkswagen, Daimler, General, Ford, modern international mainstream car companies expressed the introduction. Lithium iron phosphate ion battery, LG new energy, SKI and other battery companies are also accelerating the lithium iron phosphate ion battery.
“In order to improve the battery, the vehicle performance, high-nickel has become the mainstream direction of the ternary system,” Liu Yanlong pointed out when speaking, including Fu Can Technology, Ningde Times, Yip Lithium Lithium, Guoxuan High “, LG New Energy, SKI, etc. Multiple battery companies are steadily advanced and put on high-nickel batteries. With the launch of new models, high-nickel batteries will remain rapidly increase in the next few years.
. “In the context of global automotive industry change, carbon emissions policy is tight, mainstream car enterprises have accelerated, and the energy storage industry will also enter the major development stage..
“Liu Yanlong said that the TWH era of the power-lithium-ion battery application branch will come forward before 2025.. In fact, from the previous new energy car sales, the power lithium-ion battery installed volume can see this trend is accelerating.
In fact, based on the above judgment, the expansion of the dynamic lithium-ion battery also entered the expressway, and the head battery company at home and abroad has made hundreds of GWH expansion. The future market is also the need for the demand for the upstream materials of the power lithium-ion battery. ” Hollysence boat.
Data show that in order to achieve the goal of “Paris Climate Agreement”, the goal of the global clean energy mineral demand in 2040, the demand for mineral production of electric vehicles will rise by 30 times, of which lithium rises by 42 times, graphite up 25 times, cobalt Rising 21 times, nickel rose 19 times. In the Central Political Bureau, in consideration of national security strategies, ensure energy mineral safety. This is the first time that the mineral safety and energy security, meant that mineral safety has risen to national strategy.
. Liu Yanlong pointed out that the “price increase” of the industrial chain supply in this year is actually attaches importance to resources and materials. The layout is not caused, and the company, the industry, the government should attract enough attention to key resources.
. Liu Yanlong finally talked about it, and the other side of the hundreds of people, the strokes, the pressure, and challenges are opportunities. “I also hope that the industrial chain will be conceited together, and jointly do the strength of my country’s powered lithium-ion battery industry chain, there are more Domestic leading company seized this opportunity of global electricity and strive to international faucet.