The compound annual growth rate of global batterie

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The compound annual growth rate of global batteries in 2020 will reach 67.9%

the development of new energy electric vehicles will drive the demand for electric vehicles. After the rise of electric resolution vehicles dominated by Tesla, the international traditional vehicle enterprises have joined the field of new energy vehicles. According to the environmental conditions of various manufacturers: it is planned that the global output of new energy vehicles will reach 12million in 2020, corresponding to the global battery demand of 360gwh, The compound annual growth rate is 67.9%. In this context, the speed of production expansion of power battery enterprises has accelerated, and the problem of structural overcapacity has gradually emerged. In the case of car companies' preference for high specific energy and high consistency battery demand, battery companies with technology, scale and capital advantages will be popular. In 2016, China's top5 power battery enterprises accounted for more than 68% of the total exchange rate of Hb and HRC, an increase of 9% over 2015

the technical route of high energy density has become an industry consensus, and the ternary battery relay lithium iron phosphate is developing at a high speed: in recent years, the improvement of endurance mileage requirements has prompted enterprises to transform from lithium iron phosphate to ternary battery. It is estimated that the compound annual growth rate of ternary battery will reach 80% in the future, and its consumption will comprehensively exceed that of lithium iron phosphate battery in 2018. Compared with domestic leading enterprises, catl's ternary layout is earlier, and its technology and market share are in the leading position in the market. BYD and GuoXuan hi tech are slightly behind in layout, but they have been equipped with corresponding models to achieve mass production. As a representative of Japanese and Korean enterprises, Panasonic has been leading domestic enterprises in ternary technology for years, and has been relatively mature in the application of NCA ternary materials. In the future, all enterprises will make active plans in the direction of high nickel ternary, and make research layout in the selection of suitable measuring range for carbon silicon anode and solid-state battery, in order to continuously improve the energy density

extend the layout of upstream and downstream industrial chains, give play to synergy and increase competitiveness: at present, the power battery market is highly competitive, and the battery business close to a single layout can no longer give play to its advantages. Integrating upstream and downstream resources and strengthening synergy have become the main development direction of domestic power battery enterprises. However, there are differences between different enterprises. Among them, catl focuses on battery business itself, but realizes interest binding by supporting upstream domestic enterprises and establishing joint ventures with downstream auto enterprises; BYD has the longest industrial chain layout, ranging from lithium mines in the upstream to materials in the midstream and automobiles in the downstream. The closed-loop closed supply system has developed rapidly; GuoXuan high tech has a positive layout of midstream materials, and has extended its business chain to the automotive aftermarket. At the same time, it has cooperated with BAIC and other auto companies to open up supply channels. Unlike domestic enterprises, Panasonic binds Tesla, a major customer, and currently focuses on the large-scale production of battery cells to reduce costs

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