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➄ Diaphragm - a former star product with high barriers and high gross profit, but now with fierce market prices, high-end production is still scarce. In short, saying too much is like tears. Diaphragm prices led the decline, what is the reduction ratio? Are there very few diaphragm companies that can achieve profitability throughout the year?

In the post subsidy era, all decision-making power is left to the market. The price OR technology and who else has the dominant position are still unknown; At the same time, foreign companies are eyeing eagerly, leaving a shorter window for domestic companies in China. It is foreseeable that the market competition in the future will only become increasingly fierce, and more severe tests are still ahead. Will the price gap between LFP and NCM power lithium batteries widen or narrow in the future?

Overseas power lithium battery companies such as Panasonic, Samsung, SKI, LG Chemical, and other giants are increasing their planned production in China. Opportunities or challenges? GGII will monitor the production of overseas battery companies and tell you how big the market cake is?

In the short term, there are fewer and fewer companies that can participate in the competition on the power lithium-ion battery track in China, and the degree of competition is increasing. Fortunately, after nearly fifteen years of development, there are already internationally competitive power lithium-ion battery companies in China. In the long run, the global trend of car electrification is irreversible, and the demand for power lithium batteries will continue to increase.

In 2018, the global layout of foreign power lithium battery companies accelerated. From the perspective of annual shipments, how has the global and market share of overseas power lithium batteries changed compared to 2017?

⑨ In 2018, the growth rate of lithium battery shipments in China, with an increase in power lithium battery shipments. China's power lithium battery companies continue to lead the upward market trend. How fast is the soaring speed of China's battery companies?

⑩ New performance requirements such as high energy density and long cycle life drive the development of new materials and systems, and also bring new opportunities for local material companies. GGII will share high capacity active material shipment data.

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