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The trend of the power lithium-ion battery industry, which has gradually stabilized in recent years, will usher in new variables.
Whether targeting the huge new energy vehicle market in China or being constrained by the pressure brought by the "double point" policy, it is evident that foreign car brands are making efforts in the new energy field in China. With the gradual fading of subsidies, the official domestic production of Tesla, and the accelerated introduction of foreign pure electric plans such as Volkswagen and Toyota, 2020 may become the starting point for domestic and foreign vehicle enterprises to engage in a real battle against each other for Alternative fuel vehicle.
On the other hand, with the trend of foreign pure electric vehicle models entering the market on a large scale, the scarcity of high-quality lithium-ion batteries in the domestic new energy vehicle industry chain will be further amplified. The CATL is no longer the only option. Under the situation that the supply exceeds the demand, the market will give birth to a new power lithium ion battery giant and reconstruct the current lithium battery market pattern.
Lithium battery industry analyst Wu Lei told Times Finance, "Currently, the market has indeed ushered in new variables. The opening up of BYD, the return of Japan and South Korea, the entry of car companies (Great Wall, Geely), several promising battery suppliers such as Xinwangda, Yiwei Lithium, AVIC Lithium, Guoxuan, and the acquisition of Kanai and Jiewei by group capital will all be variables
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