Under the needs of electric, intelligent, and environmentally friendly industry transformation, the new The energy vehicle industry is booming, and as the “heart” of new energy vehicles, power batteries are also receiving increasing attention. In recent years, my country’s power battery production and installed capacity have shown a blowout growth, from short supply to oversupply, from “shortage of expensive batteries” to “overcapacity”, but only a year.
At the 2023 World Power Battery Conference at the beginning of the month, Qiu Xiandong, general manager of FAW Group, said According to incomplete statistics, since 2022, more than 50 companies have announced more than 125 investment projects worth more than 100 million yuan, with a total investment budget of more than 1.4 trillion yuan and a production capacity plan of more than 2500GWh. In the middle of this month, Changan Automobile, one of the leading car companies downstream of new energy batteries, stated on the investor interaction platform that it is estimated that by 2025, China will need power battery production capacity of about 1000-1200GWh, and the current industry production capacity planning has reached 4800GWh.
The current power battery industry presents structural overcapacity, meaning That is: high-end production capacity is insufficient, high-quality power batteries still need to be imported from abroad, but low-end production capacity is in excess, manufacturers are difficult to ship, and downstream consumption cannot keep up. The editor believes that although there are currently concerns about overcapacity of lithium batteries, on the one hand, the cycle of corporate power battery projects from planning to implementation is generally about two years, and there is still room for adjustment; on the other hand, localized high-quality power The battery direction is still a blue ocean, and leading battery companies have gradually moved to the high-end field. The technological breakthroughs of battery companies focus on the material innovation of lithium batteries, including positive and negative electrode materials, separators and electrolytes. However, in the long run, under the general trend of rationality and stability after industry fluctuations, the consumption of NMP will still show a steady growth trend, providing stable support for the demand for upstream raw material BDO.
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