Technology, Consumer Staples, Financials Feb 28, 2022 01:58 PM (GMT+8) · EqualOcean
According to the personal calculation of Cui Dongshu, Secretary General of the Federation of passengers, according to the automobile production data, the battery demand from January to December 2021 was 150 million kwh, a year-on-year increase of 143%. Although lithium iron phosphate develops rapidly, it is a trend to improve the energy density, and the proportion of ternary batteries in December 2021 is still the main force. Cui Dongshu believes that due to the slow improvement of domestic battery technology, the production capacity determines the sales volume, and the recovery and growth of lithium iron phosphate is too fast. Recently, the trend of high energy density of new energy vehicles in Europe and America is obvious, especially the American electric pickup truck market is about to grow significantly, increasing the demand for high-end batteries. China should also accelerate the loading of high-energy density batteries, make full use of cobalt resources, turn cobalt ore inventory into vehicle cobalt inventory, realize the effective allocation of cobalt resources and improve the guarantee of nickel cobalt lithium resources through policy guidance.
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