Lithium battery market market.502030 polymer battery

　　Traditional fuel vehicles are one of the main sources of sewage discharge of air pollution. By improving the emission standards and other means, it can only alleviate the degree of pollution and cannot fundamentally eliminate the source of pollution. The new energy vehicle industry has always been an industry that the automotive industry and even governments are keen to invest. The data lithium battery report predicts that the production of electric vehicles in 2020 will reach 13.14 million, which is 5.5 times in 2010. Among them, the output of plug -in hybrid vehicles will increase by 35 times to 1.4 million vehicles, and the output of pure electric vehicles will reach 750,000, an increase of 75 times.

　　Because lithium is the lowest quality among all metals and the lowest electrode potential, the battery composed of lithium has the characteristics of high opening voltage, high energy ratio and large capacity. Lithium batteries have always been a power battery favored by new energy vehicle manufacturers. Because electric vehicles need high -power electrical energy, in the actual use process, thousands of battery cells are often connected into battery packs to ensure energy supply. According to the relevant industry report, a pure electric vehicle requires 40 kg -50 kg of the positive electrode material and electrolyte, which is about 10,000 times the consumption of a single mobile phone battery. Therefore, the rise of the electric vehicle industry undoubtedly brings dozens of times of demand growth to the domestic lithium battery industry.

　　Lithium batteries are mainly composed of 4 parts, which are electrodes, electrolytes, diaphragms and packaging materials, respectively. At present, domestic packaging materials and graphite negative technology are relatively mature, and the cost is not high. The core materials of lithium -ion batteries are mainly positive materials, electrolytes and diaphragms. The cost of orthopedic materials accounted for 40%of the cost of lithium battery, and the proportion of electrolytes and septum costs was 10%and 20%, respectively. At present, there are many listed companies in the lithium battery industry in China. Companies with higher technical levels include Shashan, China Baoan, CITIC Guoan, Jiangsu Cathay, and Duofluoro.

　　In the first quarter, Tesla's first profit fully reflected that lithium battery electric vehicles had commercial survivability in addition to the government subsidy, which means that the road to commercialization of lithium battery electric vehicles has taken the right track. Tesla's current product is positioned in a high -end user base, which is significantly different from the positioning of the domestic new energy vehicle leader BYD. Tesla's success will help promote BYD's valuation to further increase. In addition, Panasonic is Tesla's battery supplier, and New Zongbang provides electrolytes for Panasonic. New Zebang may become a direct beneficiary of the development of new energy vehicles in the world.

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