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Since the beginning of this year, the production and sales of new energy vehicles have shown a blowout trend, and the growth of new energy vehicle production and sales has driven the market demand
for power lithium batteries.
At present, the production capacity of power lithium batteries can no longer meet the needs
of new energy vehicle manufacturers.
On December 28, the Ministry of Industry and Information Technology issued the notice of the "Interim Measures for the Management of Lithium-ion Battery Industry Specification Announcement", aiming to comprehensively strengthen the management of the lithium battery industry and promote the sustainable and healthy development of
the lithium battery industry.
With the rapid rise in sales of new energy vehicles, the rigid gap of power lithium battery materials continues to expand, and China's lithium battery materials have entered a golden period
of development.
The layout of the new energy vehicle industry has accelerated, and lithium batteries have become the core
of competition.
Power batteries are becoming one of the main attractions leading the future growth of the
lithium battery industry.
Power lithium battery is the core of the three major components of new energy vehicles, accounting for 40-60% of the cost of new energy vehicles, which is the main factor
for the high cost of new energy vehicles.
Guolian Securities expects that the domestic power lithium battery production capacity will reach 60GWh in the next three years, and the average new production capacity in 16 and 17 years is expected to reach 20GWh
.
Since the beginning of this year, the production and sales of new energy vehicles have shown a blowout trend, and the growth of new energy vehicle production and sales has driven the market demand
for power lithium batteries.
At present, the production capacity of power lithium batteries can no longer meet the needs
of new energy vehicle manufacturers.
On December 28, the Ministry of Industry and Information Technology issued the notice of the "Interim Measures for the Management of Lithium-ion Battery Industry Specification Announcement", aiming to comprehensively strengthen the management of the lithium battery industry and promote the sustainable and healthy development of
the lithium battery industry.
With the rapid rise in sales of new energy vehicles, the rigid gap of power lithium battery materials continues to expand, and China's lithium battery materials have entered a golden period
of development.
The layout of the new energy vehicle industry has accelerated, and lithium batteries have become the core
of competition.
Power batteries are becoming one of the main attractions leading the future growth of the
lithium battery industry.
Power lithium battery is the core of the three major components of new energy vehicles, accounting for 40-60% of the cost of new energy vehicles, which is the main factor
for the high cost of new energy vehicles.
Guolian Securities expects that the domestic power lithium battery production capacity will reach 60GWh in the next three years, and the average new production capacity in 16 and 17 years is expected to reach 20GWh
.
