New energy vehicles light up the "lithium price": what will happen after the price doubles

China Economic Net reporter: Wang Wanying

Recently, the car industry is extremely hot, 360, Xiaomi, Huawei, OPPO, and Evergrande have entered the game.

The data shows that from January to April 2021, the total installed capacity of power batteries in my country is 31.

Such rapid growth, in the eyes of the industry, the power battery market is far from reaching its peak, and the next 5 years will still be a period of rapid expansion.

In this regard, Everbright Securities has made a judgment that by 2025, the penetration rate and sales of new energy vehicles will continue to increase.

Faced with huge demand, lithium battery companies have increased production capacity investment, and power batteries are about to enter the peak period of expansion.

So, will raw material prices rise or fall in the future? Some industry experts are more optimistic and believe that the supply-demand relationship may improve in the second half of the year, and the price of lithium products will fall back to a reasonable range between 50,000 yuan and 80,000 yuan per ton; at the same time, some institutions predict that the tight supply market may continue in 2021.