2021-09-01 11:03:37
In recent years, high-tech products such as smart phones, tablet computers, and drones have rapidly occupied the market and provided a broad market for the development of the lithium-ion electronics industry. The intelligence of end products such as electric cars, smart robots, etc. all rely on a small but strong power supply system, and lithium-ion batteries are an important part of it.
The upstream companies of lithium-ion batteries are basically suppliers of raw materials, and the localization of raw materials promotes the rapid development of the lithium-ion battery industry. A number of world-class companies have emerged from China's key materials. While achieving self-sufficiency, a considerable portion of them are exported to overseas markets. The development path of China’s lithium-ion battery industry is shifting from labor-intensive to capital-technology-intensive. The traditional use of China’s demographic dividend advantage will no longer exist. In the future, lithium-ion battery companies need more capital and technology to ensure their own Healthy development.
(1) Upstream industry
The raw materials of lithium-ion batteries mainly include lithium cobalt oxide, graphite, electrolyte and protective plates. This also constitutes an upstream enterprise in the battery industry chain. Upstream raw material companies can be divided into cathode materials, anode materials, electrolytes, separators, and other auxiliary materials. Driven by the demand for electric vehicles, in just a few years, China’s lithium-ion battery and related materials and raw materials industry has achieved a full scale surpassing that of Japan and South Korea. At the same time, its manufacturing and technical capabilities have also made considerable progress. The market for high-end products is advancing in great strides.
(2) Downstream industries
The downstream industry market can be classified into consumer electronics markets such as mobile phones, tablets, mobile power supplies, smart watches, Bluetooth audio, digital cameras, toys, etc., the electric transportation market such as electric tricycles, electric cars, and the industrial market such as electric tools. , Electric forklifts, electric cranes, energy storage markets such as household energy storage, grid energy storage and so on.
For China, doing a good job in the lithium-ion battery industry will be very conducive to the realization of "curving overtaking" in the automotive field, and will also lay a solid foundation for the development of intelligent vehicles and smart grids and other key industries and infrastructure in the future. Have the ability to promote the continuous upgrading of the entire industrial economic structure, and finally achieve the take-off of China's economy.