Driven by the hottest policy, the lithium battery

Driven by the policy, the lithium battery industry broke out. The strong one, HENGQIANG

benefited from the rapid development of Internet technology and electronic information technology, the vigorous development of China's consumer electronics industry has promoted the rapid development of the lithium-ion battery industry. Under the situation of continuous improvement in the lithium battery industry, the policy continues to boost the development of the lithium battery industry

in January 2015, the Ministry of Finance and the State Administration of Taxation issued the notice on Levying consumption tax on batteries and coatings, in which lithium batteries are exempted from consumption tax

in February, the Ministry of science and Technology issued the implementation plan for key special projects of new energy vehicles under the national key research and development plan (Draft for comments)

in April, the Ministry of Finance issued the notice on the financial support policy for the promotion and application of new energy vehicles in

in November, the Ministry of industry and information technology organized the preparation of the Interim Measures for the administration of standard announcements in the lithium ion battery industry (Exposure Draft), and included lithium ion key technologies and new energy vehicles in the development guide for key generic technologies in the industry (2015)

in June 2016, the Ministry of industry and information technology issued the catalogue of new energy vehicle models exempted from vehicle purchase tax (the eighth batch)

in August, the national development and Reform Commission issued the measures for the administration of carbon quotas for new energy vehicles (Draft for comments)

in August, the Ministry of industry and information technology issued the regulations on the administration of access to new energy vehicle manufacturers and products (Revised Draft for comments)

in October, the Ministry of industry and Information Technology commissioned the China Society of automotive engineering to issue the "national master plan for energy conservation and new energy vehicles for the next five years determines the direction of China's national economic development vehicle technology roadmap"

in November, the Ministry of industry and information technology released the draft for comments on the standard conditions for the automotive power battery industry (2017)

in December, the Ministry of industry and information technology distributed the fourth batch of list of recommended models for the promotion and application of new energy vehicles

driven by the continuous growth of the market and favorable policies, it is expected to further detonate the lithium battery market

analysis of lithium battery market demand

according to the data of EV sales blogspot and national automobile industry associations, the total sales volume of electric vehicles (passenger cars) in the world reached 549414 in 2015, an increase of 72.8% year-on-year. Data from the first electric vehicle show that in 2016, the cumulative sales of new energy passenger vehicles in the world exceeded 500000, reaching 515000, and it is expected that the annual sales volume of this year is expected to reach 800000. In 2015, the output of new energy vehicles in China reached 379000, a year-on-year increase of nearly 3.5 times. In 2016, 427000 new energy vehicles were produced and 402000 were sold, an increase of 59.0% and 60.4% respectively over the same period last year

the rapid growth of the new energy vehicle market drives the demand for lithium batteries to continue to rise. According to China's battery data, the overall global production of lithium-ion batteries reached 100.75gwh in 2015, an increase of 39.45% year-on-year; From 2011 to 2015, the global lithium-ion battery market scale rapidly developed from 46.63gwh to 100.75gwh, with an average annual compound growth rate of 21.24%. In 2015, the overall output of lithium-ion batteries in China reached 47.13gwh, a substantial increase of 54.78% year-on-year; From 2011 to 2015, the domestic lithium battery market scale rapidly developed from 14.51gwh to 47.13gwh, with an average annual compound growth rate of 34.25%. According to the latest statistics of the Institute of higher industry, the total output value of lithium batteries in China reached 112 billion yuan in 2016, an increase of 31.8% year-on-year

in addition, the relative growth rate of 3C electronic market demand for lithium batteries slowed down, and the absolute volume increased steadily. According to the data of true lithium research, the demand for lithium-ion batteries in the global consumer electronics market has rapidly decreased from more than 80% in 2011 to 55.7% in 2014, showing a significant downward trend. After experiencing the explosive growth of intelligence in 2009 and 2010, China's domestic output has basically maintained an average annual growth rate of more than 10%. In general, the growth rate of 3C electronic market is relatively stable, and the demand for lithium batteries that have been closed for finishing is also stabilizing

analysis of relevant targets of new three board lithium battery

lithium ion battery is mainly composed of four main parts: positive material, negative material, electrolyte and diaphragm. The anode materials are mainly graphite and solid carbon, accounting for about 10% - 15% of the cost of lithium-ion batteries. The cathode material mainly consists of transition metal oxides containing lithium. The commonly used materials include lithium cobalt oxide, lithium manganate, ternary material and iron phosphate, and lithium has been a clear solution. The cathode material accounts for about 30% - 40% of the cost of lithium-ion batteries. Electrolyte accounts for 10% - 15% of the cost of lithium-ion battery, and the diaphragm accounts for 20% - 30%. At present, the new third board has more than 50 companies in the lithium-ion battery industry, and 15 companies have been selected based on the four components of lithium-ion batteries and the net profit of more than 20million in 2015, as shown in the table below. It should be noted that the financial indicators of newmi technology and Hongtu diaphragm involving diaphragms and nuoban technology and Fute battery involving electrolytes do not meet the conditions, but they are still listed in the table in order to maintain integrity