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It is reported that from the fourth quarter of 2015, China's new energy vehicle lithium batteries have entered a new round of production
.
However, due to the lack of lithium carbonate required for lithium battery cathode materials, not only the lithium battery industry can not expand production, but also the output shrinks
compared with the previous year.
The situation is also expected to be difficult to improve
in 2016.
Lithium battery is the most critical component of new energy vehicles, after the start of downstream new energy vehicles, the lithium battery industry started to improve rapidly, and from May 2014, the industry began to expand production
.
According to the expansion construction period of about one and a half years, around October 2015, lithium battery manufacturers set off a new round of production tide, and it is expected that a large number of lithium battery companies will be put into production
in 2016.
It is estimated that this wave of new production capacity will more than 1 times
.
Downstream demand is strong, and upstream should make a lot of money, but lithium carbonate manufacturers are embarrassed
.
Lithium carbonate is the raw material of cathode material in power batteries, due to the insufficient supply of raw material lithium ore, some lithium carbonate manufacturers not only cannot expand production, but also cannot reach the design capacity
.
In November 2015, some large-scale lithium carbonate manufacturers that did not sign long-term orders had to stop production
because they had no raw materials.
An industry researcher pointed out that lithium carbonate production in 2015 shrank compared with 2014, and the overall gap was about
13%.
According to the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)", by 2020, China's new energy vehicles will reach 5 million
.
This is bound to promote the production enthusiasm of upstream and downstream enterprises, and will also aggravate the shortage of lithium carbonate raw materials
.
It is reported that from the fourth quarter of 2015, China's new energy vehicle lithium batteries have entered a new round of production
.
However, due to the lack of lithium carbonate required for lithium battery cathode materials, not only the lithium battery industry can not expand production, but also the output shrinks
compared with the previous year.
The situation is also expected to be difficult to improve
in 2016.
Lithium battery is the most critical component of new energy vehicles, after the start of downstream new energy vehicles, the lithium battery industry started to improve rapidly, and from May 2014, the industry began to expand production
.
According to the expansion construction period of about one and a half years, around October 2015, lithium battery manufacturers set off a new round of production tide, and it is expected that a large number of lithium battery companies will be put into production
in 2016.
It is estimated that this wave of new production capacity will more than 1 times
.
Downstream demand is strong, and upstream should make a lot of money, but lithium carbonate manufacturers are embarrassed
.
Lithium carbonate is the raw material of cathode material in power batteries, due to the insufficient supply of raw material lithium ore, some lithium carbonate manufacturers not only cannot expand production, but also cannot reach the design capacity
.
In November 2015, some large-scale lithium carbonate manufacturers that did not sign long-term orders had to stop production
because they had no raw materials.
An industry researcher pointed out that lithium carbonate production in 2015 shrank compared with 2014, and the overall gap was about
13%.
According to the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)", by 2020, China's new energy vehicles will reach 5 million
.
This is bound to promote the production enthusiasm of upstream and downstream enterprises, and will also aggravate the shortage of lithium carbonate raw materials
.
