A brand-new world has arrived. Under China's "Internet +" national strategy, in the transformation of Industry 4.0, in the implementation of smart manufacturing 2025, in the hard work and devotion of every industry person, we have continuously shaped and Create wonderful.
Chinese President Xi Jinping has repeatedly stressed that the automotive industry is an industry with a large market, high technological content and a highly refined management. The development of new energy vehicles is the only way for China to move from a large automobile country to a powerful automobile country. It is necessary to increase research and development efforts. Study the market, use good living policies, and develop products that meet various needs, making it a strong growth point.
Lithium "Davos", with the industry's attention and concern, with the expectations and mission of the industry's entrepreneurs, in China passed through Yichun, Jiangxi, Chengdu, Sichuan. In 2015, we will again join hands together to enter Wuhan, Hubei.
As of May 2015, the cumulative sales volume of global electric vehicles exceeded 750,000 vehicles. In contrast, China produced 78,500 new energy vehicles in January-June 2015. In June, China produced 25,000 new energy vehicles, a three-fold increase year-on-year. Among them, the production of pure-electric passenger cars was 10,500, a year-on-year increase of 2,063 vehicles of plug-in hybrid passenger cars, a year-on-year increase of 7 times, and 6,218 of pure electric commercial vehicles, a year-on-year increase of 5 times. The production of hybrid commercial vehicles produced 1,645 vehicles, an increase of 148% year-on-year. It is generally expected by the industry that the production and sales volume of China's new energy vehicles will reach 15-20 million vehicles in 2015.
At the same time, in 2014, global lithium-ion battery shipments reached 10012.8 MWH, an increase of 109.39% year-on-year in 2013. In the first quarter of 2015, the output of lithium batteries in China was only 1.04 billion yuan, a year-on-year increase of 3.1%. This shows that the current growth rate of power lithium battery production is far from meeting the development needs of new energy vehicles, and the market demand for high-end power lithium battery products is in short supply.
Against this background, we expect that in the next 10 years, China's power lithium battery industry is expected to exceed 160 billion yuan. Upstream lithium resources, key materials in the middle stream, and downstream assembly market will usher in favorable development. At the same time, we are optimistic about the power lithium battery market in 2015. It is expected that the market share of power lithium batteries will reach 38% this year and the production capacity will reach 5 billion ampere-hours. In 2015, the industry scale of small-scale lithium-ion batteries will reach more than US$50 billion, which will provide a stable growth market base for lithium-ion battery companies in the world and in China.
We also saw that in 2015, the world began a race to develop and compete in power battery technology. Traditional automobile manufacturing giants such as Volkswagen, BMW, Mercedes-Benz, General Motors, Nissan, Toyota, etc. have all involved in the research and development of power batteries, energy density has been steadily refreshed, and the problem of “mileage anxiety” has been slowly solved. The layout of the charging piles is also in full swing. Tesla and other car companies not only started charging piles in the United States, but also started a big leap forward in the Chinese market. The dispute of “first egg or chicken first” was temporarily shelved. The new business model for solving problems has been increasingly explored, innovated and sublimated by the industry.
In the field of energy storage, lithium batteries have gradually formed a market, slowly eroding the world ruled by traditional lead-acid batteries.
However, while the price drive is gradually declining, the application of new technologies that drastically increase the energy density of the battery is desperate. The new Nissan LeafEV and Universal Volt PHEV that will be mass-produced this year will adopt new technologies that can increase the energy density of batteries by 30%, supplemented by the application of lightweight technology, and the pure electric mileage of vehicles will be extended by more than 30%. . Obviously, the large-scale application of new technologies will push the electric vehicle market back onto the fast-growing growth track that doubles every year. New energy vehicles represented by electric vehicles are expected to grow into the decisive force that will lead the global economy to a low point.
We believe that the development of new battery technology that has entered the stage of large-scale application has roughly two major directions: 1 The high-voltage direction represented by 5V-level lithium-nickel-manganese-based battery technology; 2 Under the precondition that the safety factor is not reduced High-capacity direction represented by ternary materials (NCM and NCA) battery technology. Both of these technologies can increase the energy density of lithium-ion batteries to more than 200 Wh/kg. The all-solid-state battery technology that can be seen in mass production and will be applied in large scale after two or three years will also enter the mass production phase. This type of technology can increase the energy density of lithium-ion batteries to over 300 Wh/kg. And the safety factor will also be further improved. The development of these new battery technologies has benefited from breakthroughs in related materials technologies.
