For new energy vehicles, the battery is the life of new energy vehicles, even if the other configurations of the car are futile. At present, many automobile manufacturers will put the performance of automobile batteries in an important position when conducting research on new energy vehicles.
According to the news on the website of the Ministry of Industry and Information Technology on the 5th, the Ministry of Industry and Information Technology, the People's Bank of China, the Banking and Insurance Regulatory Commission, and the Securities Regulatory Commission jointly issued the "Guiding Opinions on Strengthening Industrial Integration to Promote Industrial Green Development". Accelerate the development of strategic emerging industries, improve the level of key components of new energy vehicles and intelligent networked vehicles, automotive chips, basic materials, software systems and other industrial chains, promote the improvement of industrial concentration, accelerate the construction and operation of charging piles, substations, hydrogen refueling stations and other infrastructure, and promote the construction of a new energy vehicle power battery recycling system.
The batteries of new energy vehicles are divided into two categories: one is energy storage batteries; the other is fuel cells.
Energy storage batteries mainly include lithium batteries, lead-acid batteries and so on. Lithium batteries are most widely used, of which lithium batteries are divided into ternary lithium batteries, lithium iron phosphate batteries, lithium titanate batteries, etc. Ternary lithium batteries are widely used in passenger cars due to their relatively high energy density, representing manufacturers Panasonic, LG, Ningde era, BYD.
There are also many classifications of fuel cells. At present, hydrogen fuel cells are the mainstream in the field of passenger cars, representing manufacturers such as Toyota and Hyundai, and the biggest feature is that they can achieve pollution-free throughout the life cycle. It is worth noting that 99% of the market share of existing hybrid batteries is nickel-metal hydride power batteries. In China, Changan Jiexun, Chery A5, FAW Besturn, GM LaCrosse and other brand cars have been in demonstration operation. However, nickel-metal hydride batteries are mainly purchased from abroad, and the use of domestic nickel-metal hydride batteries in automobiles is still in the research and development matching stage. China has advantages in technology and resources, among which nickel hydroxide is the world's leading performance, and rare earth resources are abundant, which has unique resource advantages.
Before we talked about one of the very important elements of lithium batteries " cobalt " , another important element " nickel " . The main advantage of using nickel in batteries is that it can provide higher energy density and greater storage capacity at a lower cost.
As market share increases, battery technology continues to advance, which is another reason why the proportion of nickel-containing lithium-ion batteries used will increase. The two most commonly used lithium batteries, nickel-cobalt-aluminum (nca) and nickel-manganese-cobalt (nmc), use 80% and 33% nickel, respectively; the new nmc formulation is also close to 80% nickel. Most lithium-ion batteries today rely heavily on nickel.
Electric vehicles currently account for a relatively small proportion of the global car stock, but their market share is increasing and is expected to continue to grow rapidly in the future. Some projections suggest that by 2025, they will account for more than 10 percent of the total number of cars, most of which will be powered by nickel-containing lithium-ion batteries.
The stock price of the lithium battery plate has soared all the way, although it has risen to the sky, seriously overdrafting future performance, but the industry is still one of the best tracks in the next 5-10 years. The following "Pin Guan" lists some of the dragons with good momentum for your reference.
Ningde era
CATL era - power battery faucet
The company is the first echelon of the global new energy electric vehicle battery industry and the leader of the industry. Catalonia era market share of the world's first, the share of 30%, China's market share has exceeded 50%.
Enjie Shares - Diaphragm Faucet
The company is the leader in the field of wet film global shipments and market share are ranked first in the consolidation of the advantages of the base film while the company actively develops the coating film business and layout the dry diaphragm diaphragm field layout continues to improve taking into account the trend of the future rapid development of new energy vehicles The company's profitability is expected to continue to grow.
Enjie shares
Pu Tai Lai - Negative Tap
The company is the largest artificial graphite anode enterprise in China, with a market share of more than 20%, while focusing on high-end products and strong profitability. Through the two paths of endogenous and outsourced, the negative electrode material film business is gradually created, including the three main businesses of coated diaphragm-based film aluminum-plastic film lithium battery equipment, and the various businesses have synergy with each other, of which artificial graphite anode materials account for more than 60% of the company's historical revenue.
Putai lai
Heavenly material - electrolyte faucet
The company has been deeply engaged in the lithium battery electrolyte industry for many years and is currently the leader of domestic electrolyte, and in 15 years, it has cut into the Supply Chain of Ningde and is now its largest electrolyte supplier, ranking first in the domestic electrolyte market share of 29%, ranking first, relying on lithium battery materials for 20 years of revenue accounting for 65% and daily chemical supplies 20 years of revenue accounting for 29% of two-wheel drive.
Heavenly material
Ganfeng Lithium - Lithium carbonate faucet
The company has become an international leader in the upstream and downstream integration of the global lithium industry. At present, it has the production capacity of lithium compounds and lithium metal products, and its business runs through the development of upstream lithium resources, the deep processing of lithium salts in the middle reaches and the smelting of lithium metal, the manufacture of downstream lithium batteries and the comprehensive recycling of decommissioned lithium batteries, forming a set of lithium ecosystem.
Ganfeng Lithium
The future development of lithium batteries should not be underestimated. The market position it occupies has entered the "star level" and has covered multiple industry segments. While the national policy vigorously supports the development of the industry, in the electronics industry, the battery is also known as the heart of electronic products. For investors in this area, taking a long-term view will definitely have rich returns...
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