The development trend of charging lithium battery industry has analyzed new changes to new opportunities!

The development trend of charging lithium battery industry has analyzed new changes to new opportunities!

The Ministry of Industry and Information Technology recently responded to the proposal for supporting the development of powerful lithium battery recovery and ladder. The Ministry of Industry and Information Technology considers that the current power lithium battery recycling cost is high, the company’s economic motivation, etc. Special funding channels such as energy saving and environmental protection, green manufacturing supports the development of backbone company.

Based on marketization, encourage marketization models such as power storage batteries, and continuously reduce recycling costs and achieve sustainable development.. Recently, more and more battery manufacturers, start layout of lithium-ion battery ladder applications and energy storage areas.

Three years ago, Gree Electric (000651) acquired Yinlong received the veto of the shareholders’ meeting, Dong Mingzhu said that Yinlong’s development in the field of energy storage, three years later, Gree Yinlong finally joined hands. Industrial and commercial data shows that August 28, Zhuhai Gree Energy Environmental Technology Co., Ltd.

, Yinlong New Energy Co., Ltd. and Huatai Huiyi (Beijing) Energy Technology Co.

, Ltd. Established, registered capital of 30 million yuan. Chairman Wang Jingdong said that the new company is just a storage project company, providing a solution for thermal power plants, and the two parties work because the silver tannal-based ion battery is supplied.

. Coincidentally, August 29, Guoxuan Gaoke (002074) held the 2019 media exchange meeting, revealing that in 2022 will enter the energy storage area. Vice President of Guoxuanao, the secretary of the board of directors said in an interview that the overall shipments of Guoxuan’s high-tech will be around 3GWH, which has risen sharply from the same period last year, but net profit and gross profit margin have declined.

In recent years, it has been affected by the subsidy of the new energy vehicle industry. The decline in battery products and materials sales is large. For example, battery products have been sold average price of 1.

2 yuan / WH last year. In the first half of this year, within 1 yuan / WH. However, as the price fluctuations tend to ease, the company’s gross profit and net profit should tend to stabilize 2020.

. In the field of power lithium battery, lithium iron phosphate ion batteries and ternary batteries are two mainstream technology routes. The ternary battery is higher than the phosphate ion battery energy density and has more strong traffic.

. In recent years, under the influence of the passenger battery in the subsidy and energy density hook, most domestic power lithium battery manufacturers focuse in three yuan batteries. Guoxuan high-tech is a small number of power lithium battery companies that carry a phosphate ion battery.

. Wealth Securities Income, 2019 new energy car subsidy policy announcement, industry gross margin. Cancellation of local subsidies in the field of passengers, the overall slope is about 60-67%.

Considering the safety of lithium iron phosphate and the economics brought by the long cycle, there is a strong application ability under the salap on the salap in the energy storage area.. Do a ferric lithium, be strong and three yuan, do big storage is the company’s current product strategy.

In the first half of this year, the Quanxuan high-tech achieved approximately 14GWH, of which 10GWH is the output of power lithium-ion battery, 4GWH is a three-yuan battery production.. It is expected to reach 20GWH at the end of 2019, of which lithium iron phosphate ion batteries will accounted for 16GWH.

. The phosphate lithium iron cell monomer energy density has exceeded 190WH / kg, and the energy density is expected to increase the energy density to 200Wh / kg at the end of 2019..

At the same time, Guoxuan’s high-tech has also developed three-yuan 811 soft bag battery, energy density reached 302Wh / kg, and has passed the medium-term acceptance of the Ministry of Science and Technology, and some products will be launched in 2020.. A few days ago, my country’s Battery Alliance United Beijing Green Zhihui Energy Technology Institute announced the “Dynamic Lithium Battery Recycling Industry Report” said that it is expected that the power-based lithium battery that is expected to be retired in 2020 will exceed 230,000 tons (21GWH).

Gao Peng, deputy director of the R & D Center of Shenzhen Xionghu Power Technology Co., Ltd., said to the “my country Automobile News” reporter, when the power lithium battery capacity is attenuated to 80% of the rated capacity, it will be difficult to meet the power demand of electric vehicle, directly scrapped The economic value is limited, and it will also cause a certain degree of pollution to the environment.

The ladder use is an effective way to play “waste heat” in the dynamic lithium battery.. At the beginning of August this year, the Ministry of Industry and Information Technology announced the “New Energy Automobile Promotion Application Recommended Type Catalog (7th Batch of 2019)”, lithium iron phosphate ion battery supporting 237 models, accounting for 67%; three yuan battery support 64, accounting 18%.

Lithium iron phosphate ion battery has a rebound potential. With the resurface of subsidies, lithium iron phosphate began to “counterattack” on the three yuan..

At the beginning of August this year, the Ministry of Industry and Information Technology announced the “New Energy Automobile Promotion Application Recommended Type Catalog (7th Batch of 2019)”, lithium iron phosphate ion battery supporting 237 models, accounting for 67%; three yuan battery support 64, accounting 18%. Lithium iron phosphate ion battery has a rebound potential. At present, the dynamic lithium battery sector has gradually formed oligarchy, CATL, BYD (002594) firmly occupies the first echelon, more than 70% market share, BYD’s lithium iron phosphate ion battery in the early years, the late CATL three yuan lithium is later.

After the combination, the new changes in the age of subsidies, the lithium iron phosphate ion battery is expected to receive the second spring. .

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