The rapid development of lithium-ion battery industry

Benefited by the domestic new energy subsidy policy, lithium batteries have gradually become one of the most profitable industries in the new energy market. Lithium batteries are very popular in the new energy industry and are highly sought after by investors. Lithium batteries are used as electric power. The core components account for 50%-70% of the power cost, and there are many problems similar to the photovoltaic industry in the blind expansion of lithium battery production capacity. Relevant media reports stated that the state's subsidy policy for new energy vehicles will continue this year, and subsidies will increase and increase. In order to comply with the current energy and environmental situation, given that the previous new energy policy subsidies were not effective, it is still necessary to continue the current subsidy policy. The new energy vehicle subsidy policy will be extended, and the original 25 demonstration cities will be further expanded; car purchase subsidies will not be granted. Restricted by the model city area. In the past, our country was mainly based on buses, but recently the private purchase of new energy vehicles has started, and the next step will be to increase efforts to start the development of private purchase of new energy vehicles. For many years, we have been hoping to open up the new energy vehicle market. After the round of investment boom, can we surpass in technological innovation and Ru0026D? Can we get rid of repeated construction? The development of lithium battery seems to be somewhat similar to the photovoltaic industry that is on the cusp, and will it be the same as the photovoltaic industry? Under the policy, the rapid expansion in a short period of time has caused overcapacity, decreased profitability, and industry supply exceeds market demand. This series of problems has caused concern among the industry. Facing the encouragement of the new policy, the lithium battery manufacturers that have already invested also have a blind investment tendency. Investors all hope that they will survive ten years later. Faced with the current situation, they can only choose to exit or even larger scales. expansion. In terms of technological innovation, most investors have a tendency to swarm to adopt the materials of the previous generation, but few invest in the research and development of the next generation. Large production capacity but low-end technology is another severe test facing domestic lithium batteries. Imitating low-end technologies is not only inseparable from the scientific planning and reasonable constraints of the government and industry departments, but also requires calm decision-making by related companies.