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The sixth set of data shows that overseas power lithium battery companies plan to produce over 65GWh in China, and the global scale production exceeds 200GWh, which poses a great challenge to China's batteries. For example, core component companies will definitely expand their presence in the Chinese market. In addition, overseas battery companies are also accelerating their layout in markets such as Europe and the United States.
The seventh set of data shows that overseas power lithium battery companies accounted for 40% of global shipments in 2018, an increase of nearly 6 percentage points compared to 2017.
In addition to its layout, based on this year's market performance, the overseas electric vehicle market is indeed rapidly rising, driving up the share of power lithium-ion batteries such as Panasonic, LG, and Samsung. From this year's perspective, in 2017, China's power lithium-ion batteries accounted for about 95% of the country's shipments, and this year it is expected to only account for about 60%. Therefore, China's power lithium-ion battery companies have limited time and a window period of only two years.
The eighth set of data shows a price difference of 0.15-0.3 yuan/Wh between lithium iron phosphate batteries and ternary power lithium batteries. GGII conducted a calculation that if only the material cost is included, lithium iron phosphate can reach around 0.45 yuan, and the space for ternary materials is still relatively limited.
The ninth set of data shows that the growth rate of lithium battery shipments is about 25%, while the monthly increase in power lithium battery shipments is 40%; It is expected that by 2030, the domestic demand for lithium-ion batteries will exceed 800GWh and the output value will exceed 650 billion yuan.
Everyone is shouting that winter is difficult, and top companies can still feel a certain amount of power. We believe that power lithium-ion batteries are still in the investment and development period. From the perspective of future growth space, it is expected that by 2030, the domestic demand for power lithium-ion batteries will exceed 800GWh and the output value will exceed 650 billion yuan
The tenth set of data shows that power lithium batteries are rapidly increasing, with nearly 15000 shipments of high-capacity active materials. The demand for new materials and technologies in new systems is still increasing.
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