L822 battery.Layout and material innovation jointly promote the high prosperity and growth of the lithium battery industry

　　1) The new energy vehicle market in China is rapidly recovering, and policies in the European market are increasing. The US market may see new growth. Domestic new energy vehicles have shifted from subsidy import to market driven, and after the epidemic stabilized, production and sales have experienced a strong rebound. Since July 2020, the year-on-year growth rate has changed from negative to positive, with annual sales reaching 1.367 million units, an increase of 11% year-on-year. It is estimated that it is expected to break 1.9 million units by 2021. Europe has adopted a dual approach of increasing subsidies and tightening carbon emission standards, and it is estimated that sales in 2021 will continue the high growth model of 2020, with the potential to catch up with China and become the world's largest new energy vehicle market. On the US side, Biden's inauguration will promote green energy plans and comprehensively benefit the wealth chain of new energy vehicles.

　　2) The growth space for battery demand is huge, and Ningde Times and LG Chemical are striving to globalize their institutions, forming a duopoly. The market has put forward higher production capacity demand for power batteries, and it is estimated that lithium battery shipments will enter the TWh era in 2025. Domestic power battery manufacturers are besieging over 80% of China's demand and are striving to enter the European market, while Japanese and Korean manufacturers are slowly opening up the Chinese market based on the European market. Power battery enterprises are bound to high-quality customers to achieve constant strength. In the future, Ningde Times and LG Chemical will form an unchanged duopoly, while domestic second tier enterprises that have received large orders and investments from car companies are expected to have growth opportunities.

　　3) Skill iteration is the driving force for wealth growth, and the layout and material skills are diversified for growth. Innovative layout innovations such as CTP skills, blade batteries, and JTM skills are driving the growth of energy density in battery systems. The non zero sum game between lithium iron phosphate and lithium iron phosphate will grow together, and high nickel and low cobalt lithium iron phosphate is still the mainstream trend. Lithium iron phosphate, due to its peaceful function, cycle life, and cost advantages, has a clear advantage in the scale of mid to low end passenger cars, commercial vehicles, and energy storage, leading to a rebound in demand. Silicon carbon negative electrodes will gradually replace graphite negative electrodes in the future and be paired with high nickel ternary positive electrodes to build ultra-high energy density batteries. Wet process+coating technology will dominate the barrier material market, while dry process barrier will maintain a stable market share due to its tranquility and cost advantages.

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