Analysis of the latest industry status and development trend of lithium battery packs
Lithium battery pack is a type of battery that uses lithium metal or lithium alloy as the negative electrode material and uses non-aqueous electrolyte solution. It is the battery with the highest energy density and the best overall performance in the secondary battery technology. Its market share has been since its birth. It will increase year by year from day to day. Analysis of the latest industry status and development trend of lithium battery packs in 2018. With the increasing application of lithium battery packs in various fields, especially the gradual promotion in electric vehicles, new energy, military and other fields, countries and major companies have increased their research and development efforts. The continuous improvement of material technology and the accelerated integration of lithium battery research and development. In 2018, a number of new technologies and new products emerged in the lithium battery pack industry. Lithium battery packs first entered the consumer electronics market such as mobile phones, digital cameras, and notebooks, and took several years to quickly dominate the world, while nickel-cadmium batteries and nickel-hydrogen batteries quickly withdrew from this market. New energy vehicles have also greatly driven the increase in sales of lithium battery packs. The development trend of lithium battery packs: ▲Three-tier approach to comprehensive cost reduction: Improve process, reduce material costs, expand scale effect and increase yield, reduce production costs Other: cascade utilization and modular design reduce life cycle costs ▲Dual approach to increase specific energy: physics Method: Use large-capacity batteries u0026 improve PACK group efficiency. Chemical method: use high nickel cathode materials and silicon carbon anodes. The current basic system of lithium batteries is relatively mature, and the ternary routes in several mainstream directions, lithium iron phosphate, lithium manganate and lithium manganese oxide Lithium titanate has been determined. Due to its safety advantages, lithium iron phosphate has been widely used in the field of passenger cars in recent years, but its disadvantage is that it has little room for improvement and low specific energy. Compared with domestic manufacturers, the energy storage electric lithium battery pack has relatively large advantages in terms of battery consistency, stability, safety, environmental protection, and cycle life, and it is also very attractive to downstream manufacturers. Echelon utilization, modular design and vertical integration. The existing business model of the power lithium battery pack industry still has many points worthy of optimization. For example, in the upcoming wave of decommissioned batteries, the rational echelon utilization of decommissioned batteries will greatly enhance the battery’s Economic benefits, for example, the modular design pushed by major car companies will be the prerequisite for the battery to achieve scale effects, and for companies to form a closed-loop business similar to BYD by opening up upstream and downstream, these measures can achieve further reduction in battery costs. In 2016, the scale of my country's lithium battery pack industry reached 128 billion yuan, breaking through the 100 billion yuan mark for the first time, with a year-on-year increase of 30%, continuing to maintain a rapid growth trend. Industrial investment has not diminished, and the effect of policy adjustments has emerged. In 2016, my country's lithium battery pack field began to implement two standard conditions, clearly stipulating that only new energy vehicles that use battery products from power battery companies are eligible to receive state subsidies. Investment in lithium battery packs has only increased, and manufacturers and enterprises have accelerated their pace of expansion to seize favorable market positions. In 2018, the lithium battery pack industry has a broad market prospect and fierce competition in the future. In the next few years, the traditional annual growth rate is 10%, the new energy growth rate exceeds 50%, and the energy storage market is 20%. I hope that if everyone enters this market, I hope more Pay attention to some existing markets and enter the lithium battery industry as soon as possible through capital or mergers and acquisitions.