With the introduction of New Energy vehicle promotion policies, the popularization of consumer environmental awareness, the upgrading of the new generation of pure electric vehicles (EV) and plug-in hybrid vehicles (PHEV), and the overcapacity of lithium batteries and key materials. The cost reduction, Asia Chemical Consulting believes that China's new energy vehicle market has officially launched in 2014, is expected to bring huge market opportunities for the lithium battery electrolyte industry. Rapid Prototyping Cnc Machining,Cnc Machining Parts,Custom Cnc Machining Aluminum Accessories,Parts Cnc Machining Service Dongguan ganzoo prototype manufacture co.,ltd , https://www.gz-proto.com
In July 2014, China's new energy vehicles produced 5,799 vehicles, a year-on-year increase of 10 times. In the first half of 2014, the output of new energy vehicles was 20,700 units, which exceeded the total of 17,600 units in 2013. It is estimated that the annual output in 2014 will reach 55,000 units.
Yahua Consulting believes that the support of the policy layer in the promotion of new energy vehicles is decisive, mainly reflected in four aspects: 1. Separate licenses for new energy vehicles; 2. Exempt new energy vehicle purchase tax; 3. Break new energy sources Car local protection, foreign real estate vehicles also enjoy subsidies; 4. Official vehicles set the minimum proportion of new energy vehicles. In order to solve the smog problem in the eastern part of China, it is expected that policy support will be maintained for a long time, and in 2015 China's new energy vehicle production will reach 10-15 million.
The calculation of Asianization Consulting shows that the average lithium battery energy of each new energy vehicle is 50kWh, and the average positive voltage is 3.6V. Each vehicle needs 52.8 kilograms of electrolyte. In 2015, the electrolyte consumption of China's new energy vehicles will reach 5280-7920 tons. This data has accounted for more than 10% of the global electrolyte shipments of 51,800 tons in 2013. The average price of the electrolyte is estimated at 70,000 yuan/ton, and the corresponding market space is between 370 million yuan and 550 million yuan.
Although the sales of the electrolyte itself is not surprising, its industrial chain is long, and the electrolyte lithium salt (and its upstream lithium carbonate), solvent and additive industries will also benefit. It is expected that listed companies in the electrolyte industry chain, such as Guangzhou Tianci Gaoxin, Jiangsu Guotai, Xinzhoubang, Shanshan, Jiujiujiu, Zhongke Yinghua and Polyfluorocarbon, will usher in good market opportunities. However, it is worth noting that foreign giants are already deploying China's electrolyte production bases, including Zhangjiagang An Yi Da, Suzhou BASF, and Changshu Ling Lithium battery materials. The market competition will remain fierce in the future.
The 3rd China Lithium Battery Electrolyte Seminar will be held in Shanghai on August 28-29, 2014. The meeting will discuss the impact of the explosion of electric vehicle demand on lithium battery and electrolyte industry, project investment of lithium battery, electrolyte and lithium hexafluorophosphate, development trend of medium and high-end lithium battery and its performance requirements for electrolyte, new generation of high pressure electrolyte and new electrolyte The development trend of lithium salt, the development of polymer lithium ion battery and its influence on the traditional electrolyte industry.
August 16, 2024