The crisis of lithium battery industry is huge, the industry is overcapacity

The crisis of lithium battery industry is huge, the industry is overcapacity, and the industry will be reorganized. How should some lithium cathode materials be laid out?

Basic situation of lithium battery electrolyte industry

Basic situation of lithium battery industry

Lithium battery is a kind of electrochemical energy storage device, Battery recycling line its application and development history is long, the early lithium battery can use different metal lithium as the negative electrode, but because the charge learning process is easy to form dendrites, safety and difficulty to guarantee, so the initial lithium-ion battery to the primary battery management. In the early 1990s, Sony successfully used graphite as a negative electrode, and lithium-ion battery systems that could be charged and discharged multiple times were officially commercialized. In the chemical energy storage battery, lithium battery has the best comprehensive analysis performance such as energy density, power density, cycle economic life and safety. At present, lithium battery has been gradually mature and applied in various electronic information products, power tools, vehicles, energy storage and other fields.

In the first decade of lithium-ion battery development, lithium battery welding machine lithium-ion battery technology has opened up new downstream applications, and Japanese companies such as Sanyo, Panasonic and Sony are in a monopoly position with their leading technology and perfect industrial chain in the global market. From 2001 to 2010, the consumer electronics industry represented by mobile phones and MP3 players entered a period of rapid growth, which stimulated consumers' demand for lithium-ion batteries. During this period, the pace of technological innovation of Japanese enterprises slowed down, and there was a trend that technology flowed from Japanese enterprises to East Asian countries. Japanese lithium-ion batteries and lithium-ion batteries in the industrial chain began to be influenced by South Korea and China. Since China joined the World Trade Organization (WTO) in 2001, the processing capacity of global manufacturing industry has gradually shifted to China, and the emergence of a group of promising lithium-based materials companies in China has also helped China to realize the localization of these four materials, which are the core of China's lithium-ion battery industry. From 2011 to 2019, mounting machine as the growth of consumer lithium-ion battery market slowed down and the shipments of smartphones and tablets declined, the power supply market became a new battlefield for global lithium-ion battery companies. During this period, lithium-ion battery enterprises in China have also entered a period of rapid development, successfully entered the supply system to provide high-end products for downstream customers, and our lithium-ion battery enterprises' global market share has greatly increased.