The Boom In The Lithium Industry Is Mainly Influenced By The Growth In Demand For Power Batteries By The New Energy Vehicle Market. In Recent Years, China’s New Energy Vehicle Sales Show An Overall Growth Trend. In 2020, Affected By The Covid-19, The Sales Of New Energy Vehicles Still Achieved A Growth Rate Of 10.9%. Since 2021, The Sales Of New Energy Vehicles Has Grown Rapidly. From January To April 2021, The Sales Volume Of New Energy Vehicles In China Reached 732,000, Up 257.1% Year On Year.
The Rapid Growth Of New Energy Vehicle Sales In China Has Driven The Growth Of Power Battery Loading. In May 2021, The Loading Capacity Of Power Battery In China Up To 9.8gwh, Up 178.2% Year On Year. The Increasing Demand For Power Lithium Batteries In China’s New Energy Vehicle Market Makes The Orders Of Power Battery Enterprises Hot.
In Addition To Power Battery Demand From China, Europe Is Also An Important Source Of Growth For Power Batteries In China. Car Makers In Europe Rely On Imported Batteries From Chinese, Japanese And South Korean Companies Because Of Their Low Domestic Power Battery Capacity. In 2019, Europe Accounted For 25.3% Of China’s Total Exports Of Lithium Batteries, And Contributed 58.6% To The Growth Of China’s Total Exports Of Lithium Batteries, Becoming The Main Source Of Growth.
With The Explosion Of New Energy Vehicle Market In Europe, The Demand Of Power Battery In Europe Will Increase Substantially. China, As The World’s Leading Country In Lithium Battery Technology, And Europe Is The Second Largest Exporter Of Lithium-ion Batteries In China, It Will Bring Huge Market Dividends To China’s Power Battery Enterprises.
At The Same Time, The Demand For Lithium-ion Battery Materials Is Short Of Supply.at Present, There Are Still Unstable Factors On The Supply Side. There Is The Possibility Of Capacity Contraction Or A Tendency To Consolidate Resources Conservatively, Which Leads To The Shortage Of Import Of Raw Materials And Relatively Tight Supply.
Post time: Jul-22-2021