Talking about the development prospect of new energy lithium battery materials

Talking about the development prospects of new energy lithium battery materials:

As an important strategic industry in my country, the promotion and popularization of new energy vehicles is of great significance for improving my country's energy consumption structure and reducing foreign oil dependence. The new energy vehicle industry chain mainly includes three links: upstream lithium battery and motor raw materials, midstream motor, electronic control, battery and downstream vehicle, charging pile and operation. New energy lithium battery materials are in the upstream link, and can generally be divided into five main materials: positive electrode material, negative electrode material, electrolyte, diaphragm, and shell. Among them, there are many kinds of cathode materials, including lithium iron phosphate, lithium cobaltate, lithium manganate and ternary lithium. Ternary lithium mainly refers to nickel cobalt lithium manganate NCM, and also includes a small part of nickel cobalt aluminate NCA; the negative electrode mainly refers to graphite materials, including artificial graphite and natural graphite, etc.; It is composed of propylene PP and polyethylene PE; the main components of the electrolyte are lithium hexafluorophosphate, solvent and some special additives; the shell can be divided into metal shell or plastic-based aluminum-plastic film.

Driven by the "subsidy reduction + point system" policy, the new energy vehicle industry will gradually develop towards market competition under the guidance of the government. 2018 is the first year to calculate the double points policy. After our calculation, we estimate that the total CAFC score of the automotive industry in 2018 will be -2.642 million. Calculated on an average of 3 points for each new energy vehicle. 2018 is the first year for the calculation of the double-point policy, and the theoretical lower limit of the new energy vehicle market is 880,800. From a long-term perspective, the new energy vehicle industry is currently in the early stage of industrial development, and there is huge room for industrial development. According to the relevant national plans, the China Automotive Technology and Research Center predicts that by 2020 and 2025, the sales of new energy vehicles will reach 2 million and 7 million, respectively, accounting for 7% and 20% of the total vehicle sales. We predict that in 2018 -In 2020, the demand for power batteries will reach 52.89GWh, 74.97GWh and 120.85GWh, respectively, with a compound annual growth rate of 32%.