Takeaway: lithium electricity industry usher in explosive growth, since 15 years industry mammoth, into the golden era of development, the boom of four core material keeps up, recommendations focus on policy, market, has a niche in the future high quality targets. Li-ion battery materials several blue seafood some attention but profitability strong: lithium electricity copper foil is the key to the production of lithium ion battery raw material, the quality of its production technology development and directly affect the production of lithium ion battery technology, performance, and the production cost, in the next few years will be in short supply; Membrane technology for aluminium high threshold, low localization rate, import substitution space is large, strong profit ability, layout in advance enterprise may enjoy the cycle of violence.
Lithium electricity industry usher in explosive growth, since 15 years industry mammoth, into the golden era of development, the boom of four core material keeps up, recommendations focus on policy, market, has a niche in the future high quality targets. Li-ion battery materials several blue seafood some attention but profitability strong: lithium electricity copper foil is the key to the production of lithium ion battery raw material, the quality of its production technology development and directly affect the production of lithium ion battery technology, performance, and the production cost, in the next few years will be in short supply; Membrane technology for aluminium high threshold, low localization rate, import substitution space is large, strong profit ability, layout in advance enterprise may enjoy the cycle of violence.
A, the new materials are emerging industries of strategic importance
The new material is the forerunner in the development of material industry, is an important strategic emerging industries. "New material industry" twelfth five-year "development plan", to speed up the cultivation and development of new materials industry, to lead the material industry upgrading, to support the strategic emerging industry development, safeguard national major project construction, and promote the transformation and upgrading of traditional industries, and build new international competitive advantage has important strategic significance.
Second, the two-wheel driven lithium electricity industry development
Policy and market two-wheel driven, lithium electricity industry into the golden era of development. Serious environmental pollution reversed transmission green battery research and development and application, and lithium batteries have a combination of large energy density, long life, safety performance is good, and the advantages of small environmental pollution, is currently the most advanced, most green battery business prospects. From the market level, the development and popularization applications of lithium battery is a global consensus, has become an important new economic growth point, spawned many fast-growing companies. Look from the policy level, demonstrated and registration, financial subsidies, tax breaks, green channel fuel oil tax, technology innovation, government procurement and a variety of means such as interaction, promoting the development of lithium battery into the fast lane.
Three, billions of market development
Electric is a potential energy storage winds, billions of lithium electricity markets stay open. Lithium electricity industry downstream application have three major applications: 3 c consumer electronics, electric vehicles and energy storage. According to statistics, in 2015 China‘s market size is 46.4 billion KWh lithium-ion batteries. The developing trend of future from, 3 c consumer electronics product growth will slow, mainly because this part of the basic saturated market capacity, demand growth is mainly from the following product unit power consumption increased, but the growth of the limited space, the future growth is expected to around 20%. And electric cars showed a trend of rapid growth, according to the ministry data released 15 years China‘s new energy automobile production of 379000, 16 years will continue rapid growth trend, the annual production is expected to be increased to 700000 vehicles, will drive the lithium power battery demand increase greatly. Strong winds have storage areas, expected this year will be a start the first year, the current domestic heavyweight policy developed, timely layout again. We in the near future will also be special released new three board li-ion battery materials research report, further explanation and recommendations.
Fourth, the nuggets blue ocean
Catch a few pieces of blue ocean, under the super profits cycle.
1, lithium electric copper foil is the key to the production of lithium ion battery raw material, the quality of its production technology development and directly affect the production of lithium ion battery technology, performance, and the production cost, in the next few years will be in short supply;
2, aluminum-plastic film high technical threshold, localization rate is low, import substitution space is large, strong profit ability, layout in advance enterprise may enjoy the cycle of violence.
