Lithium battery is expected to continue to grow

With the rapid development of the downstream application market, the development of the lithium battery industry will show distinctive characteristics. In 2013, the lithium battery industry chain will still be the key supporting industry chain for all governments. The industry expects that the global lithium-ion battery market size in 2015 will reach 132.8743 million kWh, nearly 5 times that of 2011.

In the industrial and energy storage markets of the global lithium-ion battery, the use of industrial tools such as power tools is mainly used at present, but the large-scale energy storage market represented by smart grid test applications and mobile communication base station power supplies is rapidly developing. For example, the first phase of the national power grid Zhangbei Scenery Storage and Transportation Demonstration Project of the State Grid, which was formally launched on December 25, 2011, purchased up to 63,000 kWh of lithium iron phosphate power battery energy storage system, in terms of energy and power. Test application. It is reported that the overall conclusion reached by relevant experts on the trial operation is that existing energy storage technologies can basically meet the functional requirements of wind power and photovoltaic grid connection, but there are still problems in the life span, safety, and economy of energy storage batteries. These deficiencies are also the main problems to be solved in the next step of lithium-ion battery technology.

At the same time, in the context of relatively loose fiscal and monetary policies, the governments of major countries and regions will continue the practice of the previous two years, for emerging industries (such as biotechnology and new energy) that are expected to lead the global economy out of recession. Electric vehicles, etc.) will increase support and tilt the super-currency currency into these areas. In view of the ties and core status of lithium batteries in emerging industries such as electric vehicles and new energy industries, it can be assumed that the lithium battery industry chain in 2013 will still be the key supporting industrial chain for all governments.

This is the case with government policies, and so is market development. In most countries and regions, the government does not have 3C electronic products (Communication, Computer, and Consumer) markets that are well-supported and have matured market development, and small power lithium batteries such as electric tools and electric bicycles. In the application market, consumers' application needs directly lead to the upgrading of products, and the upgrading of products directly creates a larger market demand for lithium batteries. At the same time, it also raises the energy density and safety of lithium batteries. Higher requirements. In this way, in the next few years, along with the rapid development of the downstream application market, the development of the lithium battery industry will show two distinctive features: First, the market demand continues to expand rapidly, and second, the product is fully upgraded.

In the field of power lithium batteries, according to the statistics of the Senior Industrial Lithium Industry Institute, at the end of 2012, China's power lithium battery companies reached 105, and in 2008 there were only about 10 nationwide. As of May this year, the power lithium battery industry as a whole The scale of production capacity has reached 4 billion ampere-hours. It is believed that most companies are attracted to the field by the concept of new energy vehicles in 2008 or so. Although the state strongly encourages the development of the electric vehicle industry, its complete powertrain technology is not yet mature. In recent years, the scale of the electric vehicle market has still exceeded 10,000 yuan. Vehicles, and power battery companies are expanding too fast, oversupply and idle capacity. Most manufacturers rely on “sideline businesses” to maintain their livelihoods, and they are gradually drifting away from the “dream of electric vehicle battery”.

The industry expects that the global lithium-ion battery market will reach 132.8743 million kWh in 2015, nearly five times that in 2011. The average annual growth rate of the consumer electronics market is 25%, and the average annual growth rate of the industrial energy storage market is More than 85%, and the average annual growth rate of the electric vehicle market is more than 100%. In 2015, the total demand for lithium-ion batteries in the transportation market will be close to the consumer electronics market. Between 2018 and 2020, the total demand for lithium-ion batteries in the industrial energy storage market will also be close to or exceed that of consumer electronics. Market.