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In 2021, the growth rate of the ternary lithium power has exceeded the ternary lithium battery, and the ternary lithium has lasted for several years in the global market. According to the above data, in 2021, in my country's power battery market, the installed proportion of lithium iron phosphate and ternary lithium batteries accounted for 53%and 47%, respectively. Since 2018, the production of lithium iron phosphate batteries has continued to be low continuously in continuous continuous continuous consecutive continuous production. Trend of the ternary lithium battery.
In an interview with reporters, Professor Chen Yongzheng, Institute of Electrical Research of the Chinese Academy of Sciences: "Due to the rapid development of the new energy vehicle industry, the shipments of the consolidated iron batteries have surged, and although it was impacted by the new crown pneumonia last year, from the current sales Judging from the sales situation, the rapid development trend of the new energy vehicle industry has not changed. With the continuous deepening of carbon peaks and carbon neutralization, people's importance to new energy vehicles is getting higher and higher. "
According to the latest statistics from the China Automobile Industry Association, in 2021, the output of new energy vehicles reached 3.545 million units, an increase of 159.5%over the same period last year, and the market share rose to 13.4%.
Among them, the growth rate of lithium iron phosphate batteries has "run" the production speed of new energy vehicles, which has a direct connection with my country's subsidies for new energy vehicles. Zeng Youpeng, an analyst of the lithium battery industry in Jibang, pointed out in an interview with reporters that the subsidy of my country's new energy vehicles is expected to end in 2023. The government subsidy obtained by the ternary lithium due to its high energy density will gradually fade, plus plus In the next few years, the demand for lithium iron phosphate will continue to rise in terms of electrochemical energy storage, resulting in its production capacity growth rate will be greatly exceeded.
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