Lithium battery is mainly used in digital products in traditional fields, and in new fields, it is mainly used in power battery and energy storage field. The investment opportunities in the field of new energy of batteries are still long-term optimistic by major institutions. It can be predicted that in 2021, multiple sub sectors of the battery new energy industry will usher in new opportunities for high growth and development.
As a technology intensive and capital intensive investment industry, lithium battery new energy industry has been a big gold-absorbing industry.
In the past special year, although the global economic growth situation and the impact of the epidemic situation are not optimistic, the battery new energy industry in China has made good achievements in the complex and severe test. In 2021, new track, new ecology and new power of lithium battery new energy industry will be opened, and the "cow" will turn to the future.
In the new year, we will not live in the past year and strive for more than one year. The battery new energy industry enters the new track, and the growth period is coming. The new energy industry of lithium battery is in a boom stage. The new track is opening, the policy is moving from leading to guidance, products are moving from manufacturing to intelligent manufacturing, technology is moving from distress to awakening, production capacity is moving from dull to acute, market is moving from decentralization to co-integration, industry is moving from independence to integration, capital is moving from fanatical to rational.
In the new year, six trends of new energy industry of lithium battery in China have been emerging in the new year, with the new round of expansion cycle of power battery ushered in, the order of the whole industry chain has a new explosion period, a new round of competition for mineral resources is opened, the segment market ushers in a rapid expansion period, and the new energy market of lithium battery has been ushered in The scene is more lively.
The new energy industry of lithium battery is still promising, the long-term support signal of policy is constantly strengthened, the market leading position is unshakable, high-quality new products will be put into more intensive, market competition will be more intense, mode innovation will open a new chapter, and the wind direction of multiple technical routes will not be changed in parallel, and the trend of Chinese market leading will continue.
It can be predicted that in 2021, the new energy industry of lithium battery will usher in greater development. At the same time, problems such as industry bubble, high accounts receivable, shortage of raw materials, battery recovery dilemma, charging pile and other basic equipment, and consumer trust crisis still exist. The potential and hidden worries of lithium battery new energy industry coexist. We need to make steady progress on the road of high quality development.
As a rapidly developing lithium battery energy storage in the last two years, it will also benefit from the two "integration" in the future. It is expected that more and more lithium battery manufacturers will increase the investment in the energy storage market in 2021, and enterprises focusing on the storage lithium battery will enter the stage of expansion in succession. Individual lithium battery storage enterprises will rush to the market and seek greater development.
Meanwhile, the safety of lithium battery energy storage will rise to an important height in 2021. The lithium battery energy storage project will start to implement technical standards in the whole link, such as the arrival sampling inspection of core components such as lithium battery, system grid connection detection and operation assessment and testing, etc. into the process of technical supervision and inspection after the event.
The application of energy storage will be widely used in various fields in 2021, and the continuous decline of battery cost will also promote the large-scale application of lithium battery energy storage system. In the long run, lithium batteries and energy storage are expected to develop reasonably and expand a huge market space.
The development of domestic new energy vehicles is transformed from subsidy driven to market driven, and the market-oriented growth inflection point will be ushered in in 2021. It is expected that the demand for power lithium battery will increase by 30% in 2021.
Power lithium battery has the advantages of high energy, high battery voltage, wide operating temperature range and long storage life. It is the core component of new energy vehicles. The market demand is increasing and the industry competition tends to be fierce. In 2021, the demand for lithium iron phosphate will increase greatly, with an expected 80% increase year on year. The high-end increment represented by power is significant, and the demand structure is optimized, and the head enterprise will be favorable.
In the future, with the development of new energy industry in the world, electric vehicles have gradually become a big demand industry for lithium batteries, so the power lithium battery has become a concentrated area of demand growth in the lithium battery industry.
From: business agency
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