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**Data shows that the global lithium battery market in 2010 was 87 billion yuan, and the Chinese lithium battery market was 25 billion yuan. In addition, due to the acceleration of the lithium battery market transfer to China in 2011 due to the earthquake in Japan, and the rectification of the lead-acid battery industry, it is expected that the structure of China's battery industry will be adjusted, and the lithium battery industry will usher in new development opportunities.
On May 18th, the "Notice on Strengthening Pollution Prevention and Control of Lead Storage Battery and Recycled Lead Industry" was introduced. The lead-acid battery industry began to undergo large-scale rectification, leading to a major reshuffle of the lead-acid battery industry. Many domestic enterprises were forced to transform. **Statistical data show that there are about 2,000 domestic lead-acid battery companies, and the goal of rectification is to finally leave 300. This indicates that the lead-acid battery industry has been reshuffled, which also provides new opportunities for the development of lithium batteries.
There are three positive factors for the future development of the lithium battery industry: First, the impact of the earthquake in Japan has led to a decline in the production of lithium batteries in Japan, and orders have decreased, which has led to an increase in orders for lithium battery companies in China. Second, since May 2011, China has been on lead-acid batteries. The rectification of the industry has been strengthened, which has prompted a large number of downstream products such as low-speed electric vehicles to be discarded into lead-acid batteries for lithium batteries, which has greatly increased the market demand for lithium batteries. Third, the country's favorable policies have been introduced. The Ministry of Industry and Information Technology will issue documents on energy-saving vehicles and new energy planning, and the subsidies will follow. The downstream new energy automobile industry will be accelerated by industrial policies, and the demand for lithium batteries will increase.
As a result, the negative electrode material market has also ushered in a new opportunity for development. At present, the development of the anode material market is in full swing. The existing anode materials use various advantageous resources to expand sales channels on the one hand, and on the other hand, to invest in new production lines to expand production capacity, in order to share the big cake in the lithium battery market; With such a broad market prospect, some funds have been drawn to this place, and they have been put into production. Since the beginning of last year, there have been a few new anode materials companies, such as Pride New Materials Technology Co., Ltd. invested by BAIC Group, and invested by Xinhuajin Group. Bei Ke Times Carbon Materials Technology Co., Ltd., Inner Mongolia Sheng Mining Co., Ltd. invested by Nisshin Group, etc. In addition to the broad prospects, the current anode material market has certain hidden concerns: First, the price of raw materials is not high. In particular, natural graphite, under the national resource protection policy, the current natural graphite mining is limited, and the price trend is strong. Second, the current domestic and low-end products of negative electrode materials are the main products. At present, the domestic anode materials are mainly low-end and the technical threshold is not high, which directly causes the homogenization of products in the future, and the competition will become increasingly hot. In the future, it is necessary for some enterprises to be eliminated, so that a large number of enterprises entering the market have also buried hidden dangers for themselves. Third, the lithium battery market is expected to be too good. Now the broad blueprint for the power battery market is the main reason for the current crazy material companies, and according to some statistics, the current development progress of the power battery has not reached the original expectations of the market, and there is a certain time difference between the expectation and the reality. Therefore, some people in the industry said that although the lithium battery industry has good prospects, it is both a capital-intensive industry and a technology-intensive industry. Capital investment needs to be cautious, as is the anode material market.
According to most negative electrode materials companies, the overall market price is relatively stable and sales are still acceptable. For some powerful companies, they are busy competing for the market share of power batteries. On the one hand, they are committed to research and development of new anode materials, in order to improve the performance of anode materials, which are mainly carbon anode materials. The current lithium titanate is the production of some anode materials. One of the development directions of the enterprise. According to some small and medium-sized anode material manufacturers, the recent sales situation of the company is not very satisfactory. Although there are more new lithium battery companies, there are not many new anode materials companies, and the competition in the industry is fierce, especially in the low-end. Products; Furthermore, at present, domestic lithium battery enterprises are mostly common in small and medium-sized production enterprises. The added value of products is not high and the competition is fierce. This has caused them to pay more attention to “affordable†for the selection of raw materials. Most of the negative electrode material manufacturers now say that the market for low-end anode materials is reported to be around 30,000-30,000 yuan/ton, the middle-end products are reported to be around 50,000-60,000 yuan/ton, and the high-end products are reported at 7,000-100,000 yuan/ton. about.
Xin Yixun: At present, the negative electrode materials of lithium batteries have been favored and the inflow of large amounts of capital. The temptation of ** comes from the bright future of the global lithium battery market. According to the theoretical analysis of relevant experts, if the annual output of 10 million cars is 10 million electric vehicles in the next 3-5 years, then the industrial chain economy derived from the power battery industry is : 1 million electric vehicles, calculated at the price of 200,000 yuan / vehicle, with an annual output value of 200 billion yuan. The power battery has 1 million sets and the annual output value is about 80 billion yuan. Among them, the demand for anode materials is 34,700 tons, and the annual output value is 5.2 billion yuan. This is the "most beautiful temptation".