Although the two cities yesterday, the shock of differentiation, but previously had a quiet lithium battery plate on the 8th again strong, called the disk in a big 'Aspect'.
In recent years, China's lithium battery market growth rate for all to see in the rapid development of new energy vehicles, favorable policies and technological advances and other factors together, the rapid growth momentum of the domestic lithium battery industry, sales also maintained rapid growth.Analysts pointed out that, The rapid development of new energy powered vehicles is the key driver of rapid growth in demand for power lithium batteries. From a global perspective, China has become the most active lithium battery in the world. As technology advances, policies support and Domestic manufacturers have gradually entered the overseas market, the industry expected to still have high growth potential, which will also attract the continued attention of the capital markets.
Rapid growth of the industry
Prior to the lithium battery plate has been quiet yesterday, the industry more than the daily limit of individual stocks, called yesterday's shocks in the two cities in a big Aspect. According to Wind data show that, as of the close, stocks, 88 Wind Lithium Among the constituent stocks, Changxin Technology, Phoenix Optics, Fluoride, CITIC Guoan, 4 stocks daily limit in the concept of the battery components, a total of 67 stocks rose to 1.65% in the forefront of 182 Wind concept board , The performance of the two cities in the shock of differentiation yesterday has been 'excellent'.
In recent years, due to the policy support, the domestic new energy automobile industry ushered in the explosive growth, China has become the world's largest new energy automotive market.In this context, as the core components of the power battery industry also ushered in According to data released by China Automotive Research Center, in 2016, the total number of China's new energy vehicles supporting power batteries reached 28.14 billion WH (watt hours), the industry's leading position in the absolute low, before the global power battery shipments Seven of the ten businesses are Chinese companies.
Analysts said that the emergence of new energy vehicles and battery energy storage, which is marked by power battery, is of epoch-making significance. It is not only the vane for the economic restructuring in China and the world, but also the 'cornering overtaking' of China's emerging industries. In the context of the sustained and rapid growth of China's new energy automotive industry, the industry is currently in the 'Warring States Period' in the third quarter alone, there are 33 domestic investment projects involving power battery expansion project, the total amount of investment on Over 72.6 billion yuan, the highest single investment amount reached 19.5 billion yuan.With the continuous development of China's lithium battery industry and the introduction of various good policies, the market outlook is expected to continue to be concerned about the capital markets.
The market outlook is still good
At present, the growth rate of domestic lithium battery market is obvious to all.Under the rapid development of new energy vehicles, favorable policies and technical progress, the domestic lithium battery industry has enjoyed rapid growth and sales growth maintained at a high speed.In this context, Institutions have also been optimistic about the industry outlook.
Aijian Securities said that the battery is the most important component of new energy vehicles, the cost accounted for 40% -50% of the total, therefore, changes in sales of new energy vehicles have a greater impact on the battery business.From the sales of new energy vehicles, In the catalog of supporting batteries, the sales volume of passenger vehicles gradually increased. The proportion of ternary batteries in supporting the use of passenger vehicles and special vehicles has been increased. By the year 2017, the total number of catalogs of 9 batches has reached 74% and 66% With the growth of sales volume of new energy vehicles, the demand for ternary batteries by vehicle manufacturers has increased. The agency expects the prices of power batteries to pick up slightly in the fourth quarter and may still pay attention to the performance of mid-stream battery companies in the new energy automobile industry.
For the industry outlook, CICC also said that in recent years, new energy passenger cars and special vehicles have achieved rapid growth, estimated 2017-2018 sales of new energy vehicles will reach 70-110 million, an increase of 38% - year- 57% .On the one hand, according to historical data, historical sales of new energy vehicles in the fourth quarter of the season accounted for about 50% .Based on the data, CICC optimistic about the fourth quarter, a substantial increase in sales of new energy vehicles, bicycle charge higher Of the new energy bus sales will also be expected to exceed expectations is expected in the fourth quarter of new energy vehicles market is expected to lead the annual peak installed capacity of 34GWh battery.On the other hand, with the lithium battery and materials manufacturers and downstream car companies increasingly close cooperation , Deepen the lithium battery in the energy density, power consumption and other aspects of fuel cells and cost, power and other aspects of the trend of improvement, the market outlook is expected to have customers and technological advantages of battery and materials industry leading enterprises in the market competition more easily win.
Analysts believe that in the past few years, with the vigorous development of new energy vehicles in China, automobiles have shifted from fuel to electricity. Lithium batteries are currently the best source of power for choice. Relevant manufacturers are expanding their production capacity to meet the needs of huge industries. As of 2016, Lithium-Ion has accounted for 50% of the capacity of the Lithium-Ion industry, and the lithium-ion equipment industry has also been driven to show explosive growth in the downstream expansion process.At present, China is also actively developing a plan to withdraw its fuel-efficient vehicles from Policy favorable to the development of the industry, the lithium battery equipment industry in the industry under the trend of the material will also usher in a round 2-3 consecutive complete cycle up, so the current relevant section apparently has a certain allocation value.
