Forums > General Discussion > What will be the future development trend of the lithium battery industry?
| What will be the future development trend of the lithium battery industry? | |
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| Posted: 20 Jun 2022 05:02 UTC | Post #1 |
| winshinepower Deck & Engine |
Registered Total Posts: 8 |
| This has to start with new energy vehicles： New energy vehicles: the domestic boom continues? Overseas is ready to go Domestic: Against the background of rising raw material prices and shortage of automotive chips in 2021, my country's new energy vehicle production and sales are still booming, with the production of 3.023 million units from January to November, a year-on-year increase of 167.4%; terminal demand continues to be hot, with sales reaching 2.990 million units, a year-on-year increase An increase of 166.8%. Consumers' continued high willingness to consume new energy vehicles will drive the penetration rate to continue to open up space. Overseas: In 2021, major European new energy vehicle markets such as Germany, France, the United Kingdom, Norway and Italy will maintain high sales and high growth. The sales of new energy vehicles in Europe are expected to reach 2.41 million units, a year-on-year increase of 90%. In 2022, Germany and the United Kingdom will maintain subsidies for new energy vehicles, while subsidies in France and Italy will decline, but the core driver of the new energy vehicle market has gradually shifted from subsidies to marketization. It is expected that the sales of new energy vehicles in Europe will reach 3.5 million in 2022, a year-on-year growth rate of 45%, and the penetration rate will exceed 20%. Lithium battery installed capacity has increased significantly Lithi um battery: fierce competition and aggressive expansion? Cost pressure is eased and profitability is expected to improve The high sales of new energy vehicles has driven the release of lithium batteries, and the installed capacity of power lithium batteries at home and abroad has increased significantly year-on-year. It is estimated that the global installed capacity in 2021 will reach 290GWh, the installed capacity in 2022 will reach 450GWh; the domestic installed capacity in 2022 will reach 230GWh. Lithium iron phosphate batteries are in the limelight, and high-nickel ternary lithium batteries can be expected in the future. From 2018 to 2020, the output of ternary lithium batteries has always been higher than that of lithium iron phosphate batteries. Since 2021, it has benefited from technological iterations (technological breakthroughs in CTP and blade batteries) and cost advantages, as well as non-power such as energy storage and two-wheelers. The demand for lithium batteries has gradually exploded, and lithium iron phosphate batteries have begun to accelerate. | |
| Posted: 29 Jul 2022 01:56 UTC | Post #2 |
| chrisyoung Engine |
Registered Total Posts: 21 |
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| Last edited: 29 Jul 2022 05:56 UTC by chrisyoung | |
| Posted: 13 Aug 2022 05:44 UTC | Post #3 |
| Easton Deck & Engine |
Registered Total Posts: 6680 |
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| Easton Deck & Engine |
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| Easton Deck & Engine |
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| Posted: 13 Aug 2022 06:03 UTC | Post #6 |
| Easton Deck & Engine |
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| Posted: 13 Aug 2022 06:05 UTC | Post #7 |
| Easton Deck & Engine |
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| Easton Deck & Engine |
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| Posted: 13 Aug 2022 06:18 UTC | Post #9 |
| Easton Deck & Engine |
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| Easton Deck & Engine |
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| Easton Deck & Engine |
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