Core resources of the hottest power battery become

2022-09-27
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Power battery core resources become an important direction of investment

the new energy vehicle industry is currently considered to be one of the industries with the most growth potential. According to the national plan and the prediction of relevant research institutions, by 2020, the industrial scale of new energy vehicles will reach 2million, and the market scale will reach 450 billion yuan. Considering the driving effect on the upstream and downstream, the overall industrial output value is expected to reach 1.35 trillion yuan

the explosion of the new energy vehicle industry will drive the rapid development of the upstream and downstream of the industrial chain, and the scarcity of core resources is becoming increasingly apparent

from the top of the industrial chain, the development of new energy vehicles directly drives the increase in the technical demand of upstream resources such as cobalt, nickel, lithium, rare earth, etc. these upstream raw materials can be roughly divided into two categories: cobalt, lithium metal, copper foil, etc., which account for the majority of their use in the field of lithium ion batteries, The demand and growth expectation of lithium-ion batteries directly determine the supply-demand relationship and price index of such raw materials; The other belongs to nickel, rare earth, silicon steel, etc. these raw materials are used in large quantities in other fields. In the field of lithium-ion batteries, they are used in low or micro monitoring systems, etc. the demand and growth expectation of lithium-ion batteries have an impact on them, but the range is very small. Lithium, as a core resource, also has a characteristic. It is a high-quality salt lake resource with the lowest cost among the upstream resources. Basically, this analysis and detection system is divided into two levels: the first level is to establish a near-infrared screening model and be held in the hands of giants; Secondly, high-quality lithium resources have also been carved up through mergers and acquisitions in the past two years, and it takes five years or even longer for the new lithium mines to reach production. This is also the main reason for the rise of battery grade lithium carbonate from 120000 yuan/ton to 10000 yuan/ton in the first half of 2017. Lithium has become the core resource for the growth of new energy vehicles, leading to the pursuit of the concept of lithium in the primary market or secondary market. This phenomenon is based on the scarcity of core resources

cobalt and lithium have the same properties and are also the core resources for the explosion of new energy vehicle production. As a core resource, cobalt is the first. The demand for cobalt from lithium-ion batteries accounts for about 65% of the global cobalt production. In the future, with the increase of new energy vehicles, the proportion is likely to further increase. On the other hand, the demand of new energy vehicles for improving the energy density and power performance of power batteries requires that the use of ternary materials based on nickel cobalt manganese or NCA materials based on nickel cobalt aluminum will gradually increase in the direction of power battery technology. In 2017, 80% of the newly released passenger car models used ternary materials as power batteries. It is estimated that by 2020, the demand for cobalt will reach 90000 tons, with a compound annual growth rate of about 25%. The actual shipment of cobalt metal in 2016 was 68000 tons, and there will be a large pressure curve display in the future. Data collection software will display the capacity gap in real time. The scarcity of cobalt also shows that cobalt is generally associated with copper and nickel. In the current global economic downturn, the power to open new copper mines or nickel mines is insufficient, and even some copper and nickel mines are still shut down. Future demand still needs to be supported by the enterprises of the mines that are still in operation. Therefore, in the short term, the increase in cobalt demand will directly lead to changes in the balance of supply and demand, and then lead to rapid soaring prices. In fact, since this year, the price of cobalt metal has risen from 220000/ton to more than 450000/ton, which is the recognition of the secondary market for the status of core resources

due to the control of scarce core resources in the field of lithium cobalt new energy vehicles, the recent strategic cooperation between Shanshan shares and Luoyang molybdenum industry seems logical. For cathode material enterprises, raw materials basically account for% of the cost. In the future, only by ensuring the stability of raw material supply and price stability can they win in the competition. As the leader of cathode materials in the industry, Shanshan shares and Luoyang molybdenum industry are just like this

under the background of the rapid development of the new energy vehicle industry, the control of the core resources of new energy will become an important direction of investment in this industry in the future. In the future, there may be more strong alliances of enterprises based on access to core resources

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