my country's power lithium battery industry is under pressure to expand, and market demand after the epidemic attracts attention
Driven by the recovery of the new energy vehicle market, my country's power lithium battery industry has 'turned the world'. Liu Yanlong, secretary general of the my country Chemical and Physical Power Industry Association, said on the 26th that despite the impact of the new crown epidemic and the decline of subsidies, the growth rate of power lithium batteries in my country has slowed down, but it is still in a high-speed rise stage. On the same day, the 2021 my country Lithium-ion Battery Separator Industry Technology and Market Application Company Summit was held in Yongji, Yuncheng, Shanxi. Nearly a hundred industry experts and scholars gathered here to discuss the development of my country's lithium-ion battery industry. At present, my country is the world's largest producer and exporter of lithium-ion batteries. In 2020, the global lithium-ion battery industry is mainly concentrated in China, Japan, and South Korea, and the lithium-ion batteries produced in my country (including those produced by Japanese and Korean companies in my country) account for about 70% of the global total. As the heart of new energy vehicles, the development of power lithium batteries is crucial. Liu Yanlong said that power lithium battery companies need to be prepared in multiple dimensions such as technological product development and conversion, supply chain management, and cash flow control. According to the statistical analysis of the my country Chemical and Physical Power Supply Industry Association, in 2020, the sales revenue of lithium-ion batteries in my country will reach 200.6 billion yuan (RMB, the same below), which is a year-on-year increase of 9.1% compared with the 183.9 billion yuan in 2019. The output of lithium-ion batteries rose from 136.4 billion watt-hours to 157 billion watt-hours, a year-on-year increase of 15.1%. 'In 2020, European new energy vehicle sales reached 1.367 million units, an increase of 142.2% year-on-year. The European new energy vehicle market has a bright future.' Liu Yanlong said that in this context, many Chinese companies are expanding overseas production. In the new round of global power lithium battery production and new infrastructure, my country's power lithium-ion battery and industrial chain companies are playing an important role. Yu Qingjiao, secretary-general of the Zhongguancun New Battery Technology Innovation Alliance, said that since the second half of 2020, the power lithium battery industry is entering a new round of investment and expansion peaks, and the lithium-ion battery market segments such as energy storage, power tools, and drones are also It is ushering in a period of rapid expansion of market demand. The supply and demand of the lithium-ion battery market is tight, and the investment expansion is picking up, and the equipment and materials fields will take the lead to benefit. 'Judging from the expansion plans of Japan's Toray, Asahi Kasei, Sumitomo Chemical and other overseas diaphragm companies in the next two years, their expansion rate is much lower than the growth rate of global power lithium battery demand.' Yu Qingjiao said, while domestic diaphragm companies rely on The advantages of high performance, low cost, and stable supply will further enhance its competitiveness in the global diaphragm market. At present, the development of the power lithium battery industry is facing increasingly severe market competition and challenges. How to promote the sustainable development of the power lithium battery market, improve battery safety, reduce manufacturing costs and improve overall performance has become the focus of industry companies. Industry experts said that 'high safety, low cost and high performance material system' is the direction of future industry development.