Bas on the analysis of the current level of production capacity of the industry,
competitive structure and profit differences, the lithium battery chain has the following characteristics:
The industry is in the final stages of large-scale capital expansion,
and leading companies have the capacity to capture major market shares for the long term; Investment Opportunities
2) The competitiveness of enterprises at each level varies greatly,
and leading companies maintain their competitive advantages over the long term.
due to overall cost leadership (materials) or differentiat advantages (lithium batteries);
As the industry enters a period of low growth
the return on equity investment in each link is also stable at 10-15%, gradually approaching the level of the cost of equity. Leading companies with stable operations will increase the dividend share and ruce the share of profit from poland number data investment in reproduction.
In the current large-scale market context, the market future of leading lithium battery companies is relatively optimistic. The main reasons are as follows: Investment Opportunities
The lithium battery industry is a technology-driven industry. In the current global intelligent, electrifi and low-carbon energy transformation, lithium battery products will inevitably continue to iterate and upgrade, and leading companies’ investment in R & D and new production capacity is expect to achieve a return level above the market average.
The profitability and cash flow Investment Opportunities
of material companies are expect to improve. In the past two years, lithium battery material companies have experienc price types of websites for physical goods or services competition and supply cleanup, and are currently at the bottom of the industry profitability. With the improvement of production planning and optimization of the supply structure in the second half of the year, the single profitability of the industrial chain is expect to increase after 2025.
At present, leading battery companies maintain
Their leading advantages in R & D, management systems, large-scale production, and fix points of automobile companies, etc. With these advantages, companies can play a synergistic role in the competition in the field of energy taiwan lead conservation. In the future, leading battery manufacturers should accelerate the pace of R & D innovation,
continuously explore segment application scenarios and develop relat markets,
and leverage the synergies of the middle and lower levels of the industrial chain to restructure the value chain.