To the lithium battery industry "false fire" cooling down

In recent years, the explosive growth of new energy vehicles and the rapid development of new energy storage and other fields have promoted the rapid expansion of the lithium battery industry. Since this year, from the upstream lithium ore to the midstream lithium battery manufacturers, and then to the downstream car companies are racing to seize the market.—— lithium battery industry chain upstream raw material prices skyrocketing, suppliers and middlemen hoarding...

Since this year, the new energy vehicle market demand continues to volume, but the supply is difficult to keep up in time. Due to the impact of the epidemic, the production expansion plans of related raw material manufacturers were forced to be shelved or delayed, which led to the skyrocketing price of raw materials for lithium batteries, especially lithium carbonate soared from more than 50,000 yuan per ton to more than 500,000 yuan per ton. Although lithium battery raw materials increased 10 times, but did not benefit the industrial chain, upstream lithium mining enterprises made a lot of money, while downstream new energy vehicle companies are making a loss.

At present, in order to cope with the rapid rise of upstream raw material prices, a lithium battle in the middle and downstream of the lithium industry chain. Midstream lithium battery enterprises have invested in the upstream lithium ore and lithium resource-related enterprises, hoping to firmly control the upstream resources and hedge the risks brought by raw material price fluctuations. Downstream new energy vehicle enterprises have also laid out the upper reaches of the lithium battery industry chain to ensure the supply of lithium batteries.

Mottcell new energy believes that the expansion of lithium battery production capacity will be landed about two to three years later, the need to guard against the risk of overcapacity caused by the large release of production capacity. At present, it is difficult to expand the production capacity of high-end lithium batteries, and the market gap still exists in the future, and the lithium battery materials with low technical threshold and short expansion cycle may face overcapacity.

The "notice" clearly, requiring the local industry and information technology departments to find out the current situation of the local lithium battery manufacturing and raw material industry, to guide enterprises to expand the production scale in an orderly manner, to avoid low-level construction and blind expansion.