Lead-acid batteries will still occupy the mainstream market in the next 10 years?

Lead-acid batteries occupies a relatively high market share in the battery field due to their safety, stability, and high cost performance, and are widely used in automotive startup, communications, power lithium batteries and energy storage batteries. Decomposition believes that lead-acid batteries will maintain a certain increase under the dual drive of industry upgrading and downstream demand. Lead-acid batteries will remain the mainstream of the battery market in the next 10 years. From a global perspective, the market size of lead-acid batteries was US$36.2 billion in 2010, an increase of 8.6% year-on-year; it is expected that by 2015, this market size will maintain an annual growth rate of 2%-5%. Regarding nickel-metal hydride batteries and lithium-ion batteries, lead-acid batteries are still the world's highest-occupied power storage device products. Among them, automobile startup is an important use market, but the rise has slowed down. Electric bicycles are the fastest growing market. Currently, about 90% of domestic electric bicycles use lead-acid batteries. From the perspective of the energy storage battery market, the main force of my country's energy storage batteries is still lead-acid batteries. Lithium batteries and flow batteries are mainly in the demonstration stage, and the overall market size has reached 6 billion yuan. In 2012, the output value of lead-acid batteries in the field of energy storage reached 5.3 billion yuan, and that of other batteries was 700 million yuan. Lead-acid battery technology is mature, and the cost is the lowest among all chemical energy storage batteries. The important problem is that the life is relatively short, especially during deep discharge. The life of conventional lead-acid batteries is about hundreds of times. Industry concentration is expected to increase. CCID energy storage industry analyst Zhang Qian pointed out that the market demand for power use of lead-acid batteries is great, and energy storage is also an important direction for development. Zhang Qian believes that the construction of communication base stations will stimulate the demand for lead-acid batteries. In 2012, the investment in the domestic communications industry reached 360 billion yuan. With the construction of the 4G network, the investment will continue to rise in the future. The communication category is one of the important markets for valve-regulated sealed lead-acid batteries. It is mainly used as a backup power source for communication base stations and central computer rooms. The replacement period is 3-5 years. The total purchase amount accounts for about 2% of the fixed asset investment of telecommunications- 3%. There is a view that in the future, lithium-ion batteries in the field of electric bicycles will gradually replace lead-acid batteries. However, Zhang Qian believes that due to the high price of lithium-ion batteries, even the lowest-priced lithium-ion batteries of the same specification are twice as expensive as lead-acid batteries. Li-ion batteries may gradually replace lead-acid batteries in the high-end product category. High cost performance will determine that lead-acid batteries are still the mainstream. At present, there are more than 2,000 domestic lead-acid battery companies, of which about 10 companies have an output value of more than 2 billion yuan, and about 260 companies with an output value of more than 100 million yuan. The concentration of the entire industry is very scattered, far lower than the United States, Japan, etc. nation. With the 'Notice on Enhancement of Pollution Prevention and Control in the Battery and Recycled Lead Industry' issued by the Ministry of Environmental Protection and the 'Entry Requirements for Lead-acid Battery Industry' issued by the Ministry of Industry and Information Technology, 2/3 outdated production will be eliminated in the next three years. Lead The number of acid battery manufacturers will be reduced from 2,000 to no more than 300, and the industry concentration is expected to increase.