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With the in-depth development of the new energy vehicle sector, the market has begun to increase its in-depth exploration of all aspects of the industrial chain
.
Analysts said that the rapid growth of lithium battery demand and the industry's long production expansion cycle have brought about the current tight supply and demand situation in the PVDF industry
.
The concept of PVDF has become a tuyere
The concept of PVDF has become a tuyereOn July 7, CATL, a leading stock in the new energy vehicle industry in the A-share market, rose by more than 5%, and its share price hit a record high
.
PVDF is a thermoplastic fluoropolymer with excellent properties and a wide range of uses.
In the past, it was mainly used in coatings, injection molding and other markets
.
The research report of CITIC Construction Investment shows that the PVDF expansion cycle is relatively long, generally more than 2 years, and the new production capacity of most enterprises is still in the planning or approval stage.
, PVDF production capacity for lithium battery binders is still very limited, and the growth rate of production capacity is not as high as that of downstream demand
.
China Merchants Securities said that the total amount of PVDF for lithium batteries may reach 20,000 tons and 29,000 tons respectively this year and next year.
The industry expects that the tight supply of lithium battery PVDF may continue into the second half of next year
.
Driven by demand for new energy vehicles
Driven by demand for new energy vehiclesThe supply and demand in the PVDF industry is tight, mainly due to the outbreak of demand for new energy vehicles
.
According to data from the China Automobile Association, the production and sales of new energy passenger vehicles from January to May 2021 were 914,800 and 898,200, respectively, an increase of 244.
76% and 244.
99% year-on-year; 107.
39% and 111.
05%
.
According to the latest forecast data of the China Passenger Transport Association, the sales of new energy vehicles in China will exceed 2 million in 2021, a year-on-year increase of 46.
32%
.
It is estimated that by 2025 and 2035, the sales volume of new energy vehicles in China will be 6 million and 17.
5 million respectively
.
Industry insiders said that with the continuous improvement of new energy vehicle product quality in the past two years, the market space has gradually opened up
.
In the A-share market, the new energy vehicle industry chain has become the main line of the current market due to its large growth space and strong certainty
.
For its investment opportunities, Shanghai Securities stated that it will focus on battery and battery material companies with a good industrial chain competition pattern and ranking in the global supply chain, non-ferrous metal targets with high performance flexibility in the upstream, and some elastic varieties with tight supply and demand and continuous bullish product prices
.
Dongguan Securities said that the new energy vehicle industry chain is entering a period of high growth for a long time, and future performance is expected to continue to be realized
.
Focus on the supply chain of global leading companies such as CATL, LG Chem, Tesla and Volkswagen MEB platform
.
Chuancai Securities recommends focusing on two main lines: first, the links with strong short-term profit certainty or smooth cost transmission; second, the leading enterprises in all links with obvious competitive advantages, binding core customers, and long-term benefit from the expansion of the industry
.
