Competitive Structure of the Lithium Battery Industry
The energy storage battery industry has enter the phase of elimination.
>The characteristics of the lithium battery chain ensure our country’s dominance in the industry
Competitive Structure of the Lithium Battery Industry
In the global market, the market share of the downstream link of the lithium battery industry is higher than that of the upstream link of the material. CR2 of the global energy storage market exces 50%, and CR4 is close to 70%,
which belongs to the highly oligopolistic market structure (CR8>80%). This market structure is very conducive to the lithium link occupying a dominant position. In the distribution of the value chain. At the same time,
the lithium battery leader also fully obtains the technical dividends and profits of the industry’s terminal market.
Among the major links of lithium battery materials
The lithium iron phosphate positive electrode link is accelerating the optimization of the competitive structure, and the leading enterprises have gain more than a third of the market share; the electrolyte and diaphragm links thailand number data are also expect to achieve a stable competitive structure in the near future.
In terms of enterprise operating costs, per capita labor efficiency and per capita income generation, the leading links of lithium batteries have open a clear gap, and the leading position is obvious. The unit cost of the leading enterprises is lower.
This feature is most fully manifest
In the positive electrode, electrolyte and diaphragm links. The business structure of these links is concentrat, and it is also at the forefront of protecting your company recogniz that the industry will be the first to be purifi. In addition, the leading enterprises obviously have a better revenue base,
which provides a solid foundation for the future implementation of the vertical integration strategy and further optimization of the value chain profit distribution.
The energy storage battery industry has enter the phase of elimination
Whether it is the growth rate of new energy vehicle sales or the growth rate of energy-saving device installations, the demand has slow down compar with the previous 2-3 years. Terminal automobile companies and energy-saving device integration companies have shown short-term anticipation and continue to put taiwan lead pressure on the middle links from the price side. On the supply side,
the upper lithium carbonate, middle materials and battery production capacity have expand significantly,
and there is no longer a bottleneck in production capacity.