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Lithium battery materials sector will receive policy red envelope
- Categories:Industry news
- Author:徐岩
- Origin:
- Time of issue:2017-06-12 00:00
- Views:
(Summary description)Atpresent,therearetwomajorproblemsinthechemicalindustry.First,duetooversupplyandfallingdemand,upstreamrawmaterialssuchaspetroleumandcoalareoperatingatlowprices,andtheindustry'scostsupporthasweakened.Second,themainconsumptionoftraditionalchemicalproductssuchasrealestate,automobiles,homeappliancesandtextiles.Inthefield,thesluggishdemanddirectlyaffectstheprofitabilityofupstreamindustries.Againstthisbackground,analysisofinvestmentinstitutionsbelievesthattheoveralloperatingpressureoftraditionalchemicalcompaniesin2016willstillberelativelylarge,andsomeemergingindustriesaffectedbynationalpolicieswillmaintainarapidgrowthtrend.Amongthem,drivenbythedemandfornewenergyvehicles,powerbatterieswillenteraperiodofrapiddevelopment,whichwillincreasethedemandforupstreamkeymaterials. Electricvehicleproductionsoars AccordingtothestatisticsoftheMinistryofIndustryandInformationTechnology,thecumulativeoutputofnewenergyvehiclesinthefirst11monthsof2015was279,200units,ayear-on-yearincreaseof4times.Amongthem,theoutputofpureelectricpassengervehicleswas117,200,anincreaseof3.5timesyear-on-year;theoutputofplug-inhybridpassengervehicleswas53,200,ayear-on-yearincreaseof3times;theproductionofpureelectriccommercialvehicleswas90,100,ayear-on-yearincreaseof11times;Theoutputofhybridcommercialvehicleswas18,900,ayear-on-yearincreaseof90%. Itisunderstoodthat,inordertopromotethedevelopmentofthenewenergyvehicleindustry,Chinahasactivelypromulgatedrelatedindustrialpoliciesandlaunchedafullrangeofpromotionalprogramssuchastargetplans,subsidypolicies,licensepolicies,taxpolicies,andgovernmentpromotiongoals.Itisreportedthatthe"DevelopmentPlanforElectricVehicleChargingFacilities"isabouttobeimplemented.Itisexpectedthatthecentralpolicywillsubsidize30%oftheinvestmentamountofchargingfacilities.Atthattime,the"central+local"subsidiesofBeijing,Shanghaiandothercitieswillreach45%~60%.Promotetheconstructionofnewenergysupportingfacilitiesandsolvethekeybottlenecksinthedevelopmentofnewenergyvehicles. 12InDecember2015,theMinistryofIndustryandInformationTechnologyissuedtheInterimMeasuresfortheManagementofLithium-IonBatteryIndustrySpecificationAnnouncements.Previously,fivedepartmentsincludingtheGeneralAdministrationofQualitySupervision,InspectionandQuarantineandStandardizationofthePeople'sRepublicofChinaalsojointlyissuedfivenewlyrevisednationalstandardsforelectricvehiclecharging,whichwillbeimplementedonJanuary1,2016.Industryinsiderssaidthatnewenergyvehiclesareofgreatsignificanceforenvironmentalprotectionandtheupgradingoftheautomotiveindustry.Theyareexpectedtoreceivepolicyredenvelopeslater,andtheindustrywillwelcomeexplosivegrowththisyear. ZhengLiansheng,aresearcherintheBohaiSecuritiesindustry,predictsthatasthe“13thFive-YearPlan”policystillstronglysupportsthedevelopmentofnewenergyvehicles,coupledwiththe20%reductioninsubsidiesfrom2017to2018comparedto2016,itisexpectedthattheproductionandsalesofnewenergyvehicleswillreboundsignificantlyin2017.Theannualsalesvolumeisexpectedtoexceed400,000. Withtheimplementationofelectricvehiclesubsidiesandtheabolitionofnewenergyvehiclepurchaserestrictions,newenergyvehiclesareabouttoenteraperiodofrapiddevelopment.AccordingtothestrategicgoalsformulatedbyChina,by2020,theannualsalesofself-ownedbrandsofpureelectricandplug-innewenergyvehicleswillexceed1million,accountingformorethan70%ofthedomesticmarket;by2025,newenergyvehiclessynchronizedwiththeinternationaladvancedlevelAnnualsalesof3millionvehicles,accountingformorethan80%ofthedomesticmarket. Themarketforlithiumbatterymaterialsispopular 敬BohaiSecuritiesresearcherZhangJinghuabelievesthatthedevelopmentofnewenergyvehicleswilldefinitelypromotethedemandforpowerlithiumbatteries,andthendrivetherapiddevelopmentofthelithiumbatteryindustrychain.Asanimportantpartofthepowersystemofelectricvehicles,batteriesaccountformorethan35%ofthecostofelectricvehicles.Atpresent,therearemanytypesofpowerbatteriesforelectricvehicles.Fromthecomprehensiveperformancecomparisonofspecificenergy,specificpower,volumespecificenergy,operatingtemperature,andcyclelife,lithium-ionbatterieshavestrongadvantages.Asapowersystemforelectricvehicles,Asthemainstream,theexplosivegrowthofthenewenergyvehiclemarkethasmadelithium-ionpowerbatteriesthefastestgrowingpartofelectricvehiclepowerbatteries. In2014,Chinaproduced83,900newenergyvehicles.Accordingtothecurrentsituationofthepowerbatteryequipmentofnewenergyvehiclesonthemarket,anA-classpassengercargenerallyrequiresa30kWhcapacitybattery,acommercialelectricbusneeds200kWh,andaCMBcarhasabout70kWh.AccordingtothecompositionofthetypesofnewenergyvehiclesproducedinChinain2014,ifeachnewenergyvehiclerequires60kWh,itwillrequireatotalof5.03GWhofpowerbatteriesin2014,withanoutputvalueofnearly10billionyuan;Thecarcalculatesthatitisexpectedtorequire19.15GWhofpowerbattery. Onthebasisofstablegrowthinlithium-ionbatteryoutput,theexplosivenessofpowerbatterieswillextendtokeylithiumbatterymaterialsindustriessuchasupstreamlithiumore,positiveandnegativeelectrodematerials,separators,andelectrolytes.Itisexpectedthatmaterialswi
Lithium battery materials sector will receive policy red envelope
(Summary description)Atpresent,therearetwomajorproblemsinthechemicalindustry.First,duetooversupplyandfallingdemand,upstreamrawmaterialssuchaspetroleumandcoalareoperatingatlowprices,andtheindustry'scostsupporthasweakened.Second,themainconsumptionoftraditionalchemicalproductssuchasrealestate,automobiles,homeappliancesandtextiles.Inthefield,thesluggishdemanddirectlyaffectstheprofitabilityofupstreamindustries.Againstthisbackground,analysisofinvestmentinstitutionsbelievesthattheoveralloperatingpressureoftraditionalchemicalcompaniesin2016willstillberelativelylarge,andsomeemergingindustriesaffectedbynationalpolicieswillmaintainarapidgrowthtrend.Amongthem,drivenbythedemandfornewenergyvehicles,powerbatterieswillenteraperiodofrapiddevelopment,whichwillincreasethedemandforupstreamkeymaterials. Electricvehicleproductionsoars AccordingtothestatisticsoftheMinistryofIndustryandInformationTechnology,thecumulativeoutputofnewenergyvehiclesinthefirst11monthsof2015was279,200units,ayear-on-yearincreaseof4times.Amongthem,theoutputofpureelectricpassengervehicleswas117,200,anincreaseof3.5timesyear-on-year;theoutputofplug-inhybridpassengervehicleswas53,200,ayear-on-yearincreaseof3times;theproductionofpureelectriccommercialvehicleswas90,100,ayear-on-yearincreaseof11times;Theoutputofhybridcommercialvehicleswas18,900,ayear-on-yearincreaseof90%. Itisunderstoodthat,inordertopromotethedevelopmentofthenewenergyvehicleindustry,Chinahasactivelypromulgatedrelatedindustrialpoliciesandlaunchedafullrangeofpromotionalprogramssuchastargetplans,subsidypolicies,licensepolicies,taxpolicies,andgovernmentpromotiongoals.Itisreportedthatthe"DevelopmentPlanforElectricVehicleChargingFacilities"isabouttobeimplemented.Itisexpectedthatthecentralpolicywillsubsidize30%oftheinvestmentamountofchargingfacilities.Atthattime,the"central+local"subsidiesofBeijing,Shanghaiandothercitieswillreach45%~60%.Promotetheconstructionofnewenergysupportingfacilitiesandsolvethekeybottlenecksinthedevelopmentofnewenergyvehicles. 12InDecember2015,theMinistryofIndustryandInformationTechnologyissuedtheInterimMeasuresfortheManagementofLithium-IonBatteryIndustrySpecificationAnnouncements.Previously,fivedepartmentsincludingtheGeneralAdministrationofQualitySupervision,InspectionandQuarantineandStandardizationofthePeople'sRepublicofChinaalsojointlyissuedfivenewlyrevisednationalstandardsforelectricvehiclecharging,whichwillbeimplementedonJanuary1,2016.Industryinsiderssaidthatnewenergyvehiclesareofgreatsignificanceforenvironmentalprotectionandtheupgradingoftheautomotiveindustry.Theyareexpectedtoreceivepolicyredenvelopeslater,andtheindustrywillwelcomeexplosivegrowththisyear. ZhengLiansheng,aresearcherintheBohaiSecuritiesindustry,predictsthatasthe“13thFive-YearPlan”policystillstronglysupportsthedevelopmentofnewenergyvehicles,coupledwiththe20%reductioninsubsidiesfrom2017to2018comparedto2016,itisexpectedthattheproductionandsalesofnewenergyvehicleswillreboundsignificantlyin2017.Theannualsalesvolumeisexpectedtoexceed400,000. Withtheimplementationofelectricvehiclesubsidiesandtheabolitionofnewenergyvehiclepurchaserestrictions,newenergyvehiclesareabouttoenteraperiodofrapiddevelopment.AccordingtothestrategicgoalsformulatedbyChina,by2020,theannualsalesofself-ownedbrandsofpureelectricandplug-innewenergyvehicleswillexceed1million,accountingformorethan70%ofthedomesticmarket;by2025,newenergyvehiclessynchronizedwiththeinternationaladvancedlevelAnnualsalesof3millionvehicles,accountingformorethan80%ofthedomesticmarket. Themarketforlithiumbatterymaterialsispopular 敬BohaiSecuritiesresearcherZhangJinghuabelievesthatthedevelopmentofnewenergyvehicleswilldefinitelypromotethedemandforpowerlithiumbatteries,andthendrivetherapiddevelopmentofthelithiumbatteryindustrychain.Asanimportantpartofthepowersystemofelectricvehicles,batteriesaccountformorethan35%ofthecostofelectricvehicles.Atpresent,therearemanytypesofpowerbatteriesforelectricvehicles.Fromthecomprehensiveperformancecomparisonofspecificenergy,specificpower,volumespecificenergy,operatingtemperature,andcyclelife,lithium-ionbatterieshavestrongadvantages.Asapowersystemforelectricvehicles,Asthemainstream,theexplosivegrowthofthenewenergyvehiclemarkethasmadelithium-ionpowerbatteriesthefastestgrowingpartofelectricvehiclepowerbatteries. In2014,Chinaproduced83,900newenergyvehicles.Accordingtothecurrentsituationofthepowerbatteryequipmentofnewenergyvehiclesonthemarket,anA-classpassengercargenerallyrequiresa30kWhcapacitybattery,acommercialelectricbusneeds200kWh,andaCMBcarhasabout70kWh.AccordingtothecompositionofthetypesofnewenergyvehiclesproducedinChinain2014,ifeachnewenergyvehiclerequires60kWh,itwillrequireatotalof5.03GWhofpowerbatteriesin2014,withanoutputvalueofnearly10billionyuan;Thecarcalculatesthatitisexpectedtorequire19.15GWhofpowerbattery. Onthebasisofstablegrowthinlithium-ionbatteryoutput,theexplosivenessofpowerbatterieswillextendtokeylithiumbatterymaterialsindustriessuchasupstreamlithiumore,positiveandnegativeelectrodematerials,separators,andelectrolytes.Itisexpectedthatmaterialswi
- Categories:Industry news
- Author:徐岩
- Origin:
- Time of issue:2017-06-12 00:00
- Views:
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