Panoramic analysis of China's lithium battery industry chain in 2021
The production of lithium battery is rising continuously, the capacity of each enterprise is stable, and the price of lithium battery continues to decline, and it is expected to decrease to $100 / kWh. The continuous decrease of the price of lithium-ion battery will promote the reduction of driving cost of new energy vehicles, which is conducive to the development of new energy vehicles.
Lithium ion battery, or lithium battery, is a kind of charging battery, which mainly depends on the movement of lithium ion between the positive and negative electrodes, and is the representative of modern high-performance battery.
According to the national economic industry classification (2019 Revision) formulated by the State Bureau of statistics, the lithium-ion battery manufacturing (3841) which is classified as battery manufacturing (c384) in the manufacturing of electrical machinery and equipment (code 38 of the State Bureau of Statistics) refers to the manufacturing of lithium-ion battery with lithium-ion embedded compound as the positive material battery.
The raw materials of lithium battery mainly include anode and cathode materials, electrolyte, electrode substrate, isolation film and can materials. Among them, cathode material is the most critical raw material for lithium battery, which directly determines the safety performance of the battery and whether the battery can be large-scale. At the same time, it is also the material with the highest cost of lithium battery, accounting for about 40% of the cost of lithium battery cell materials. At present, the main cathode materials are lithium manganate, lithium ferrous phosphate, lithium cobalt oxide and lithium cobalt oxide, and the main anode materials are graphite.
The advantages of lithium battery make it an ideal secondary energy for human beings in the 21st century. In the past five years, lithium batteries have developed rapidly in the field of consumer goods, among which notebook and mobile phone are the two major application fields of lithium batteries. In the long run, with the state's support for new energy industry, electric vehicles will gradually become the largest demand industry for lithium batteries.
On december3,2019, the Ministry of industry and information technology issued the new energy vehicle industry development plan (2021-2035). The plan proposed that by 2025, the sales volume of new energy vehicles will reach about 25%, the sales volume of new intelligent network vehicles will reach 30%, and the highly automatic driving intelligent network vehicle will realize the limited area and specific scenarios commercialization application.
The planning and market guidance of new energy vehicles will increase the demand for lithium-ion batteries. The continuous decrease of the price of lithium-ion batteries will promote the decrease of driving costs of new energy vehicles, and the lithium-ion battery industry and the new energy automobile industry will promote and develop together.
For more data, please refer to the analysis report on market demand forecast and investment strategic planning of lithium battery industry issued by the forward-looking Industry Research Institute. Meanwhile, the forward-looking Industrial Research Institute provides solutions such as industrial big data, industrial planning, industrial declaration, industrial park planning, industrial investment promotion, IPO investment feasibility study, etc.