Due to the rapid development of the lithium battery market in recent years, the investment and expansion projects of anode materials enterprises have increased. Since 2019, the new production capacity and expansion capacity of 110,000 tons/year are gradually being released. According to Longzhong Information Survey, as of 2019, there are already negative electrode production capacity of 627,100 tons/year in Q3, and construction and planned construction capacity is 695,000 tons. Most of the capacity under construction will land in 2020-2021, which will cause overcapacity in the anode material market. .
In 2019, there were two anode materials projects put into operation in the third quarter of China, which were the first phase of the 40,000 tons/year and Qinneng lithium battery anode material production project of Inner Mongolia Shanshan Baotou Integrated Production Project, which was 10,000 tons/year. Other planned projects have started construction, including 10,000 tons/year of Huanyu new materials, 30,000 tons/year of Guiqiang new materials, and 10,000 tons/year of anode materials of Baojie New Energy. Details are as follows.
Summary of production in the third quarter of China in 2019
In 2019, in the downstream market of lithium batteries, the digital market is gradually saturated and the growth rate is slowing down. The electric vehicle market is affected by the subsidy dividend subsidence, and the market demand is declining. Although the energy storage lithium battery has great development potential, it is still in the market introduction stage. As the industry supports, the battery industry is slowing down.
At the same time, with the innovation of battery technology, the technical requirements of enterprises have been continuously improved, the terminal market is weak, the pressure of capital reduction and capital pressure are constantly increasing, resulting in continuous improvement of the threshold of technology and capital, and the lithium battery market has entered an adjustment period.
With the increase of competition pressure in the industry, the head enterprises on the one hand to increase investment in research and development, improve product indicators, on the one hand, low-cost electricity, preferential policies in Inner Mongolia, Sichuan and other places where graphitization and other high-cost production links, reducing production costs, Achieve the effect of reducing costs and increasing quality, and improve market competitiveness. Small enterprises lacking capital and technology will increase their market competitiveness as the market competitiveness weakens. It is expected that the market concentration will be further concentrated in the head enterprises in the next two years.
Source: Longzhong Information
Post time: Nov-07-2019