China's lithium battery industry large-scale growth The dispute over technical routes is not important

In recent years, stimulated by multiple factors such as the rapid popularization of 3C products and the policy dividend of the new energy vehicle industry, China's lithium battery industry has shown a large-scale growth trend
.
However, the industry is mixed, and most companies rely on "price wars" to compete for the market
.
The direct consequence of this chaotic situation is that the market is oversupplied, prices are down, and production enterprises usher in collective losses
.
As the "price war" draws to an end, the industry has completed the "market-oriented reshuffle", and small enterprises have been eliminated one after another
.

In April, large companies that survived the "price war" began to try to raise prices, and small and medium-sized enterprises also hoped to reverse the loss by
following up the price increase.
However, after a period of trying, downstream application-side enterprises do not agree
with the price increase.
The price of battery materials, especially cathode materials, has increased, which has increased the cost of battery products
.
The development of the lithium battery industry is completely maintained in the hands of upstream raw materials and downstream applications, and only by finding a corresponding balance between upstream and downstream, or actively adapting to changes in upstream and downstream industries, can enterprises occupy a place
in the fierce competition.

The automotive power battery industry is gradually standardized, and the "white list" will be popular
.
On May 1, the Ministry of Industry and Information Technology's "Automobile Power Battery Industry Specification Conditions" declaration work officially began
.
Although the Ministry of Industry and Information Technology has made it clear that the "Normative Conditions" are voluntary declarations for enterprises, the industry has regarded this as a "white list"
of power battery companies.
Although the "white list" is not the industry entry threshold, it may become the basis for policy support and encouragement in the future, perhaps the "white list" of enterprises through the "white list" means that in the field of new energy vehicle power batteries, it has been recognized
at the highest level.

Despite the increase in raw material prices, lithium iron phosphate still has a large price advantage
compared with ternary materials.
At present, lithium iron phosphate is mainly used in power batteries and energy storage batteries, and in February this year, the Ministry of Science and Technology issued the "National Key R&D Plan New Energy Vehicle Key Special Implementation Plan (Draft for Comments)", which clearly requires that the energy density of car power batteries should reach 200Wh/kg
by the end of 2015.
This has made the market turn its attention to ternary materials
.
Ternary materials have a longer endurance than lithium iron phosphate batteries, so they are also favored
by more and more new energy vehicle manufacturers.
The so-called technical route dispute in the lithium battery industry is actually not important
.

Since the birth of lithium-ion batteries in the 90s of last century, they have been widely used, but their basic technology has not yet made a breakthrough
after nearly 20 years of development.
At present, a number of new battery technologies have been born in the laboratory, and the road to industrialization is getting closer
and closer.
Perhaps in the near future, lithium batteries will encounter strong opponents
.
The use of magnesium, aluminum, sodium and other metals to replace lithium batteries, air batteries or fuel cells, etc.
, have many advantages that lithium batteries can not reach, if these batteries successfully enter the application stage, lithium-ion batteries are currently "dominant" status will be in jeopardy
.

However, these technologies only "look beautiful", and the safety of lithium batteries is a top priority for enterprises
.
On April 26, an electric bus in Shenzhen caught fire and burned, and the safety of lithium batteries once again attracted attention
.
Previously, many airlines at home and abroad refused to air transport
lithium batteries due to safety issues.
These warn that the lithium battery industry should not only focus on "price wars", "policy subsidies" and "technical routes", but need to start from itself and effectively improve the safety of
lithium batteries.