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The success of TSLA Automobile and the introduction of domestic new energy vehicle related policies have focused the capital market on the lithium battery industry. This year, the lithium battery industry can be described as "shining". With the gradual development of new application fields such as communication base stations and electric vehicles, it is expected to drive new demand for tens of billions of yuan of lithium batteries in the future. The lithium battery industry has also ushered in a new round of "gold rush".
From the perspective of stock price performance, dozens of stocks in the lithium battery industry have risen by over 30% since the beginning of the year, with Yiwei Lithium Energy and Desai Battery both rising by over 100%.
National policies are also cheering for the development of lithium batteries. The collection of a 5% consumption tax on lead-acid batteries and the increase in environmental costs of lead-acid batteries will accelerate the substitution of lithium batteries for lead-acid batteries; The second round of subsidies for new energy vehicles has been launched, and a new round of energy-saving and new energy vehicle promotion demonstration policies have been introduced. According to the national new energy vehicle promotion goals, a total of 350000 vehicles have been promoted by 2015. Industry insiders have expressed that if the goals can be achieved, the lithium battery industry is expected to usher in spring, and even face supply shortages.
According to preliminary tracking, emerging fields of lithium battery applications such as communication base stations, energy storage, e-cigarettes, intelligent wearables, lithium-ion bicycles, and electric vehicles in the future are expected to leverage the demand increase of over tens of billions of yuan in the lithium battery industry.
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