Current Lithium Battery Business Opportunities for New Energy Vehicles

When new energy vehicles are heated up, their supporting parts and new energy supporting equipment are gradually heating up. Lithium is becoming one of the most important power resources following petroleum. Lithium batteries have the advantages of high energy density, large capacity, and no memory, and they have been unanimously recognized by various automobile manufacturers and battery manufacturers. The current focus of research and development in various countries is lithium. Ion battery. According to statistics, the market capacity of lithium batteries in 2012 will reach 15 billion yuan, and the global market will reach several hundred billion yuan.

According to statistics, the production of lithium batteries in Korea, China, and Japan is as high as 96% in the world market, and the competition among the three countries is fierce. Experts believe that although China’s lithium battery production ranks third in the world, there is a certain gap between Japan’s and the United States in terms of product quality and technical level, and the industrialization of lithium battery for vehicles has not been truly problematic. At present, there is no real development plan for lithium battery development in China. It involves research and development, technology, and materials. Basically, each company is still pursuing its own responsibilities and has not formed a synergy. In addition, China's vehicle power battery has not yet been mass-produced and has not yet been applied in large scale. In electric vehicles, power batteries are facing a difficult development in the short term.

The research direction of lithium batteries for electric vehicles, safety endurance, battery life, and rapid charge for prices require that EV batteries research and development take into account the five major directions. Integrating upstream and downstream industries, and integrating upwards is to integrate material factories, mines, and equipment manufacturing into the business. Downward integration is integration with system manufacturers, development of vehicle battery management systems, and development of battery module manufacturing capabilities. The battery plant is low-cost, high-safety, and has excellent performance. The lithium battery for vehicles has high horsepower and safety, and it has a long life.

To this end, some people put forward three proposals. First, start with the product itself. To study materials and improve the cost-effectiveness of materials, the design of electric motors and supporting facilities for electric vehicles must be strengthened and improved. Second, formulate and improve the relevant production and manufacturing standards for lithium batteries for vehicles, and conduct inspections on vehicle batteries using specialized agencies. 3. In the short term, the state will enhance its competitiveness by supporting existing advantageous enterprises. In the long run, the state should take the lead to allow core companies and universities to form alliances and do long-term strategic planning and research on technology routes.

In the face of such an enticing market cake, domestic automobile companies, parts and components and other upstream companies have been among them in order to seize opportunities. Compared with traditional automobiles, the gap between new energy vehicles and foreign technologies is small, and there is a possibility of overtaking in corners, which further encourages optimism for related companies to increase investment in new energy vehicles. Among them, the vehicle battery - lithium-ion battery has become the preferred target for research and development of major companies.