"Standard conditions" is plays the role of industry selection. As of June this year, for the battery manufacturers, a total of 4 "standard conditions" directory, 57, about a third of the number of existing power battery production enterprises in China, Japanese and Korean companies such as samsung, LG can‘t selected. According to the current rules, new energy vehicles get subsidies the caliber of narrow, only carrying a finalist directory enterprise power battery is eligible to enter the new energy vehicles promotion directory, thus get subsidies. This will shape the new pattern of power battery in our country, as well as improve the threshold of domestic enterprises, domestic enterprises more space to grow up.
Under the new pattern, many companies aim to improve power lithium battery capacity. On June 20th, huizhou hundred million can weft lithium co., LTD. (300014 SZ) landing "standard conditions" in the fourth batch of directory. July 4, weft lithium can release announcement, investment of 2.518 billion power battery project has been signed, will be used to expand the scale of power lithium battery capacity. Great energy (300438) is another finalist of the listed company at the same time, in April, great energy announcement, said that intends to non-public stock to raise money not exceeding 966.8 million yuan, also used to improve the power li-ion battery capacity. But at present, great energy is not by the China securities regulatory commission approval.
Big push into lithium battery manufacture field, make the battery raw materials prices higher. Goldman sachs in a report after, lithium is likely to be the "new oil" of the 21st century. Goldman sachs predicts that by 2025, the electric car market demand for lithium growth of 11 times, reached more than 300000 tons.
Lithium lithium battery industry under high temperature, also became the hot commodities, other metal from downward trend in 2015, lithium is still up 28% on the price. Moreover, the price of lithium phosphate from the beginning of 2015, 40000-2015 yuan/ton, up to 2015 in early December, 90000-100000 yuan/ton, April and May 2016 futures prices continue to increase to 150000 yuan/ton.
High prices, lithium battery materials companies is underway in the layout. As the domestic lithium battery cathode material and cobalt acid lithium manganese acid lithium is one of the leading enterprises, groupama solid advantages in March this year, citic countries announced the investment of 1.5 billion yuan, set up lithium ion power battery cathode material project. Citic countries groupama Clarke plan annual production 30000 tons of lithium battery cathode material, the output value 4 billion yuan.
Enterprise enthusiasm at the same time, the local government also keenly capture the boom of lithium-ion batteries. In April, as investment project, chongqing, battery material co., LTD. Located in zhongxian, chongqing construction with a total investment of 3.1 billion yuan of lithium battery anode project, will be the annual output of 100000 tons of lithium battery cathode material production equipment. Project will bring zhongxian 1 billion yuan of taxes and more than 1000 jobs. After DaXiao, is expected to achieve sales of the first year of 13 billion, 1.3 billion yuan of profit.
Around the lithium battery, is strengthening cooperation coordination ability of the industrial chain, on technical r&d and industrialization have rapid promotion. But technical r&d and industrialization of disjointed problem still exists, need further industry-university-institute cooperation strength into full play. As China‘s first manufacturing innovation center, recently established power battery innovation center may be able to improve this problem. Ministry of industry and information minister said MiaoWei, in the future, through collaborative technology, equipment, personnel, capital and other kinds of resources, cutting-edge technology and common key technology research and development to supply chain transfer, diffusion and commercialization for the first time will be further open.
