source:other news
release time:2022-12-01
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From the policy perspective, the new energy vehicle industry is listed as a strategic emerging industry in China, and the government departments have issued a series of policies to support it, such as the Notice on Adjusting and Improving the Financial Subsidy Policies for the Promotion and Application of New Energy Vehicles, the New Energy Vehicle Industry Development Plan (2021-2035), etc. These policies have led to the rapid rise of the new energy vehicle market. "It is expected that the new energy vehicle market will show a relatively stable positive growth in the second half of the year, with an annual sales volume of 1.1 million vehicles; it is expected that by 2025, the proportion of new energy vehicles in the total vehicle sales will reach 20%; from 2020 to 2025, new energy vehicles will achieve a smooth transition from zero growth e-policy support to market driven; after 2025, with the gradual highlighting of the comprehensive cost advantages of new energy vehicles, new energy will be developed, and the vehicle market It will enter a fast rising period. " Huang Yonghe, senior expert of China Automotive Technology Research Center and director of China Automotive Strategy and Policy Research Center also gave a set of data in the report, which also confirmed the established fact that the new energy vehicle market is rising. The rise of the new energy vehicle market means that the demand for lithium-ion batteries, as the core component of automobile electrification, will increase significantly, which also means that the demand for lithium-ion batteries will soon reach a peak. According to GGI data, from 2015 to 2018, China's lithium ion battery shipments maintained a growth rate of more than 25%. An important source of growth is the automatic lithium ion battery market. Driven by the subsidy policy for new energy vehicles, China's new energy vehicle production grew at a compound annual rate of 47.6% from 2015 to 2018. In 2019, China's subsidy policy for new energy vehicles dropped significantly, and China's lithium ion battery industry continued to grow. The total shipment of lithium battery industry was 118 gwh, up 11% year on year. The strong market demand and broad development prospects of the lithium battery industry also bring opportunities for the rapid development of the lithium battery industry in our city. At present, the development of the lithium battery industry chain in our city is constantly improving, and the industrial cluster effect is gradually emerging. The projects put into production and under construction basically cover the entire lithium battery industry chain. The lithium battery industry chain company is located in Shehong City, Anju District and other regional key cities, and has formed a good agglomeration effect. The lithium carbonate, potassium hydroxide and other basic lithium salt products of Tianqi Lithium and Shengtun Group can be digested by mid stream enterprises such as Xinli Township, Longsheng New Energy and Shengwei Zhiyuan to realize the "mutual storage" of cluster enterprises: Xinli Township, Shengwei Zhiyuan and other positive materials, Chengde Carbon, Shengwei Zhiyuan and other negative materials can be supplied to Lvxin Technology, Guangdong Tianjin to produce power lithium-ion batteries, and then to Jianghuai new energy automobile power lithium-ion batteries, Form the product with the highest value.
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