"Lithium" will change the future of lithium power terminal demand prospects unlimited

"The development and application of new energy will gradually replace oil and coal as the main energy sources.""New energy vehicles are expected to account for 20 per cent of total vehicle sales in 2025."Held on October 27, 2020 China (suining) lithium electricity industry conference, domestic lithium electricity industry experts and professors, the relevant departments, industry production, head of r&d investments, such as the personage inside course of study together, to judge the lithium electricity industry development trends, we believed that as the development of lithium resource and the development of new energy automotive industry, the future energy supply pattern will change dramatically, li-ion battery terminal demand outlook is infinite.

The development of lithium resources changes the energy supply pattern

In the periodic table of chemical elements, lithium ranks the third, which shows the important value of lithium.Especially in the new era of the deepening of the energy revolution, "lithium" is becoming the leader of this revolution.

"The development and application of new energy will gradually replace oil and coal as the main energy sources."Gan Yong, an academician of the Chinese Academy of Engineering, forecasts that China's lithium consumption will rise from 125,000 tons to 1.7 million tons between 2017-2035.By 2035, the development of new energy vehicles will replace 20% of China's oil demand, and the peak of China's oil consumption will come before 2025.

This demand change, as well as the new situation of energy conversion, the global attention has focused on lithium resources and mining technology.Wu Yanhua, deputy secretary general of China Nonferrous Metals Industry Association, revealed a current situation: the global lithium reserves are mainly concentrated in Chile, Australia and Argentina. The proven lithium reserves of Chile and Argentina account for 60% of the world's proven lithium reserves, and Australia accounts for 51% of the global lithium raw material supply.

New demand The growth of new energy vehicles drives the demand for lithium electricity

With the gradual increase of the production of new energy vehicles, the market share of new energy vehicles will be promoted.From the policy perspective, the new energy automobile industry is listed as a strategic emerging industry in China, which is supported by a series of policies issued by the government, such as the Notice on Adjusting and Improving The Fiscal Subsidy Policy for the Promotion and Application of New Energy Automobiles and the Development Plan for The New Energy Automobile Industry (2021-2035).This series of policies promote the new energy vehicle market also rapid growth.

"The new energy vehicle market is expected to show relatively stable positive growth in the second half of this year, with annual sales expected to reach 1.1 million units.It is estimated that new energy vehicles will account for 20% of the total automobile sales by 2025.From 2020 to 2025, new energy vehicles will make a smooth transition from policy support to market drive.After 2025, the new-energy vehicle market will enter a period of rapid growth as the comprehensive cost advantage of new-energy vehicles gradually becomes prominent."Huang Yonghe, a senior expert at the China Automotive Technology Research Center and director of the China Automotive Strategy and Policy Research Center, presented a set of data in the report that also confirmed the established fact of new-energy vehicle market growth.

The growth of the new-energy vehicle market means that the demand for lithium batteries, the core component of vehicle electrification, will increase significantly, and the peak of lithium battery demand will come soon.GGI data shows that from 2015 to 2018, China's lithium battery shipments have maintained a growth rate of more than 25%.The growth was mainly driven by the power battery market. Driven by the new energy vehicle subsidy policy, China's new energy vehicle production grew at an annual compound rate of 47.6 percent from 2015 to 2018.In 2019, China's new energy vehicle subsidy policy was significantly reduced, and the total shipments of lithium batteries in China reached 118GWh, up 11% year-on-year.

The market demand of lithium power industry is strong and the development prospect is broad, which also brings the opportunity for the rapid development of lithium power industry in Zhuhai.

At present, the industry chain of Lithium electricity in Zhuhai is developing steadily and the industrial cluster effect is gradually appearing. Projects in production and under construction basically cover the whole industry chain of lithium electricity.Lithium electricity industry chain enterprises in the city of hong, anju district has been formed in key areas such as the agglomeration effect of good, the day his LiYe and ShengTun group of lithium carbonate, potassium hydroxide, lithium salt products can be new lithium think, lang sheng middle companies such as new energy, bossesway digestion, realization of cluster enterprise "are warehousing" : new lithium think and bossesway zhiyuan, such as the anode material, carbon source material and bossesway zhiyuan, such as anode materials can be provided to the green jin xin science and technology, guangdong day wait for production power lithium-ion batteries, which provide power battery for jianghuai new energy vehicles, etc, integrating form the most valuable products.