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In order to ensure stable supply of raw materials and the capacity of Sugar daddymarriage distribution expansion, the head battery company began to actively deter the head phosphorus. Acid steel data enterprises, starting high-quality production capacity “swalking” form.
Demand in the downstream market surges, and in 2021, the demand for phosphate steel phosphate data by the top power battery companies is very “thirsty”.
(Source: Gaogong Steel Telecom WeChat Public Number; ID: weixin-gg-lb; Author: Wei Wenzhu)
On the one hand, the overall supply of LFP data in China is in demand but the supply of high-quality energy is in short supply. The orders of battery companies in the top are full and new construction can accelerate the release of LFP data may still remain in the tight supply state in 2021.
On the other hand, new power cars, electric light cars, shared power exchanges, and energy-energy secondary stars have become oneSugar daddyManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escortManila escort<a href="https://philippine , one breath. The demand for LFP battery market in the application market such as ships continues to grow, and will also drive downstream LFP data to increase shipments in 2021.
At present, battery companies including Ningde era, Biadi, Guohua Hi-Tech, Rapid Power, Ruipu Power, and Amp Technology are actively expanding LFP battery capacity, thus creating strong demand for LFP data, and the new Sugar baby production capacity release rate may exceed the expectations of supply chain companies.
In order to ensure stable supply of raw materials and expanded distribution capacity, the battery company of the head office has begun to strictly control the head office LFP data company and start the “swer” form of high-quality production capacity.
The shipment of iron phosphate data in 2021 may exceed 180,000 tons
High-tech R&D and Steel Research Institute (GGII) data showed that in 2020, China’s LFP data shipment was 124,000 tons, a year-on-year increase of 41%, and the shipment proportion increased from 22% to 25%, with a market size of about 4.5 billion yuan.
Among these, driven by sales of vehicles such as Biadihan, iron plate model 3 and Hongguang mini EV, ChinaSugar baby</The proportion of internal LFP battery power installations increased by 8%, and the volume of LFP data shipments increased significantly.
The power of LFP battery installations in the passenger car market has increased significantly, helping the above-mentioned enterprises to increase the ranking of the above-mentioned enterprises.
In addition, the shipment of steel batteries in other detailed markets such as energy storage, small power, electric forklifts, heavy trucks, ships, etc., have all seen a clear year-on-year increase, becoming the main driving force for the growth of LFP data shipment in 2020.
In 2021, the demand for steel batteries in the above markets will increase in a step further, and will increase in the LFP data market with a need to reduce shipments and increase in the supply of LFP data with high quality capacity.
GGII predicts that domestic LFP battery delivery will be close to 90GWh in 2021, and the corresponding LFP data output volume will exceed 180,000 tons. Due to the tightening of downstream original data supply and the strong demand in the end market, the price of LFP data is expected to rise by 2% to 10%.
From the details, new power cars are still the main force in driving LFP batteries and data shipments.
Data shows that my country’s LFP battery shipments exceeded 28GWh in 2020, which is mainly driven by the significant increase in LFP battery shipments in the passenger car sector.
Sugar daddy Currently, domestic mainframes including Biadi, Sugar daddy BAIC, SAIC, JAC, Chery, Changcheng, Dongfeng and other domestic mainframes have released LFP passenger cars. Tesla and Sugar baby have also rapidly increased their attention to LFP batteries. href=”https://philippines-sugar.net/”>Sugar daddy has no hope of realizing global supporting facilities.
Under this situation, the transmission rate of LFP batteries in the passenger car market in 2021 will increase by one step, and the shipment of LFP batteries will increase by one step. It is expected that domestic LFP batteries will be shipped by one step in 2021. GWh, corresponding to the demand for LFP data exceeds 110,000.
In addition to new power vehicles, the demand for LFP batteries in other sub-markets such as electric light vehicles, shared power exchange, energy storage, and ships is not small.
GGII data shows that due to the growth of downstream demand in shared markets and power exchange markets, China’s electric two-wheeled vehicle steel battery delivery in 2020 The volume is about 10GWh, an increase of 76.4% year-on-year. Among them, LFP batteries account for more than ternary batteries in the shared market.
GGII expects that the domestic steel electric two-wheeled vehicle transmission will increase in the transmission rate in 2021, and the shipment volume of LFP steel batteries for electric two-wheeled vehicles will increase.
In the energy storage market, GGII data shows that in mid-2020Sugar daddyThe shipment of domestic energy-sugar battery is 16GWh. GGIIEscortPredictSugar daddyThe shipment of domestic energy-sugar battery is expected to increase by more than 20% in 2021.
Escort manila Overall, the demand for LFP batteries in the above-mentioned fields will increase further in 2021, and the market release rate may exceed the expectations of industrial chain companies.
Actively launching high-quality LFP production capacity
It is worth noting that the current domestic LFP data market is in oversupply, with a large number of enterprises and lacking high-end production capacity. High-quality production capacity will be preferred. href=”https://philippines-sugar.net/”>Sugar daddy major battery factory.
Ningde era, Biadi, Guohua Hi-Tech, Ruipu Power, and Solar Power are all in Pinay escort actively expands LFP battery capacity, and in terms of ensuring stable raw material supply, the industry layout of Ningde era exceeded that of other battery companies.
Although there are many LFP data suppliers in the Ningde era, there is no single supply situation. In the surge in power battery orders and the accelerated release of new construction products Under demand, ensuring the stability of LFP data supply is also important for the Ningde era in 2021.
In order to ensure that its LFP data supply is stable, reducing the purchase of capital and marriage distribution capacity expansion, the Ningde era began to vigorously defend downstream LFP data companies and start the “swer” form.
January Sugar baby On the 18th, German Fangnanmi (300769) issued a notice to announce Sugar baby claims that the company and Ning heroines step by step as civilians in the play, forming the entertainment circle. The German era and the Jiang’an County National People’s Administration signed a cooperation agreement to build the “annual production of 80,000 tons of iron phosphate project”, with a total investment of about 1.8 billion yuan. The first phase of the project will be built into an investment within 24 months.
The project is located in Yibian City, Sichuan Province, and Ningde Times also announced that it would invest 10 billion yuan in Yibian City to build a power battery Yibian manufacturing base project.
As one of the suppliers of LFP data in Ningde Times, Germany’s Nanmi and Ningde Times jointly built an annual production of 80,000 tons of LFP data projects, which is conducive to the implementation of Deutsche provides nearby supporting services, ensuring that the latter is suitable for the supply of raw materials for the power battery project to stabilize.
Before this, Ningdesche also increased its capital for two LFP data companies, namely Shenghua and Yuneng Xinxing Power.
On January 10, Fulin Seiko issued a notice, and the company and Sun Company Hunan Shenghua, Ningde era and Changjiang Chendao signed a framework agreement to increase capital in Jiangxi Shenghua. All the funds obtained this time are used for Jiangxi Shenghua Investment’s annual production of 50,000 new dynamic steel electric positive electrode data projects, with a total investment of 6000 yuan. TC: