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New energy lithium battery enters golden development period charging pile 100 billion investment feast opens

Date:2018-09-29 17:37:56 Hits:260 次 From:Luoyang Grasen Power Technology Co., Ltd.

The launch of the new energy vehicle market has made the lithium-ion battery industry enter a new golden period. On the one hand, lithium-ion batteries have become the most important type of power batteries for new energy vehicles, and the explosion of new energy automotive industry opens up the growth space of lithium-ion batteries; on the other hand, from the original consumer electronics market into the automotive market, the need for lithium-ion power enterprises to upgrade their comprehensive capabilities, the operating efficiency of the enterprises behind it will follow. This is a marked improvement.

Benefiting from the sales volume of new energy vehicles, the lithium battery plate will usher in a period of rapid development. Dai Pengju, an analyst at Guo Hai securities, said that sales of new energy vehicles exceeded market expectations in 2015. Under the background of increasing downward pressure of macro-economy, new energy vehicles as an important grasp of stable growth policy are expected to continue to benefit, support policies are expected to extend the new energy vehicle industry chain in other areas, and further promote the development of new energy vehicles. "We are optimistic that the output of new energy vehicles in 2016 and 2017 will be 700,000 and 1.2 million respectively, with growth rates of 133% and 71% respectively. In terms of subdivision, pure electric vehicles will gradually increase the proportion of lithium batteries will increase accordingly. With the rapid growth of new energy vehicle sales, lithium-ion power materials continue to expand the rigid gap, China's lithium-ion materials into a golden period of development. Although the price of lithium-ion materials continues to rise, driving the market value of leading enterprises doubled, it is recommended to pay attention to God-given materials, polyfluorosis, Dangsheng technology, Cangzhou Pearl, Nanyang technology and so on.


Since March 2016, the local governments of Tianjin, Hebei, Chongqing, Jiangsu and other second-tier provinces and municipalities have launched intensive construction plans for charging facilities. At the same time, the total amount of batch bidding for charging equipment of the State Grid far exceeds 2015. With the rush to install new energy vehicles, the charging equipment manufacturers are expected to blossom in 2016.

In the new energy vehicle industry chain, charging pile has always been an important part of the development of new energy vehicles. With the acceleration of charging pile construction and policy support, the development of new energy vehicles will enter the fast lane. In recent years, the management has intensively promulgated supporting policies for the construction of rechargeable equipment, and guided the unification of technical standards and subsidies. According to the Guidelines for the Development of Electric Vehicle Charging Infrastructure (2015-2020), issued jointly by the four ministries and commissions in November 2015, by 2020, more than 12,000 new centralized charging and replacing power stations and more than 4.8 million distributed charging piles will be added to meet the charging needs of 5 million electric vehicles nationwide.

In fact, the construction of charging piles has obviously lagged behind the pace of new energy steam development, the urgent need to speed up the construction of charging facilities. The potential market capacity of the charging facilities for new energy vehicles during the 13th Five-Year Plan period is in the hundreds of billions of dollars, and the charging facilities are expected to double in the initial stage. In the long run, the rechargeable pile sector will be a medium and long-term sustained investment opportunity. The industry will experience the growth process of expected improvement - order increase - Performance fulfillment. At present, it is only in the initial stage. The main body of construction and operation is still network-based, and social capital is gradually entering. According to the national grid planning, by 2020, the number of domestic charging and replacing power stations will reach 12,000, 4.5 million charging piles, huge market space in the future, and the investment banquet of hundreds of billions of dollars has just opened. Insiders suggested that we should pay attention to otter, tareed, Wan Ma shares, power source and Zhong Heng Electric.