The high cost of lead-acid batteries, and lithium battery costs decline, the more important question is the lithium battery is much lighter than lead-acid batteries. With the rapid development of the industry of mobile power pack , intelligent digital products, electric bicycles and electric vehicles, lithium battery industry will further promote the development. Three new industries to support the the lithium resources industry chain growth. From the point of view involv ing lithium industry trends, new materials, bio- medicine and new energy will be the fastest growing areas of demand for lithium resources. Expected compound annual growth rate of demand for lithium res ources over the next five years were 10 to 12%, 12 to 15%, 20 to 25%. New materials industry is the main focus areas containing lithium lightweight new materials, rare earth metallurgy, ceramic materials, petrochemicals, fine chemicals, etc.; bio- pharmaceutical industry, mainly focused on the antiviral drugs, statin cholesterol- lowering drugs; new energy industries mainly focus in the field of lithium battery, new energy vehicles. The upstream of lithium carbonate industry Aspect is a battle of the cost of the Lithium ore extraction of lithium. Belong to the basis of lithium products from upstream lithium carbonate product pattern, industrial-grade lithium brine production costs, compared with the low cost of production of ore, the overall supply and demand for slightly larger than in the form of demand; battery grade lithium carbonate product deep processing of lithium products, brine production costs and considerable ore production costs, the overall supply and demand pattern for slightly less than the demand; future the sector weightings of the two techniques depends on the level of cost control of the two techniques. Downstream market will start step by step. From the trend of the development of the industry, the driving factors of the lithium battery market is mainly affected by the technical, cost, and policy factors, technical factors reflected in the consistency and power of lithium battery production management, cost factors cf lead-acid the price competitiveness of the battery, the policy is mainly reflected in the government efforts to support the lithium industry, especially efforts to implement subsidies. Considering the impact of three dimensions, the lithium battery market will progressively start. Decided to invest in technology maturity timing. As the graphene anode materials <from the technical maturity of the lithium battery industry in accordance with the sort of technical maturity diaphragm < lithium hexafluorophosphate electrolyte salt < cathode material electrolyte < anode material. New energy vehicle market has not really start, power battery demand has not been real heavy volume point in time, the investment in the diaphragm and hexafluoro phosphate lithium can take into account the investment income and the safety margin to the future to see two lines, one is technical progress line, graphene technology to obtain a breakthrough application prospects gradually clear over with graphite alkene stock, another line is the market demand line, with the new energy vehicle market start to significantly boost the market demand, you can increase the amount of investment in the electrolyte, the the positive anode material leading enterprises . Investments involv ing lithium industry can follow the three logic mainline. From lithium resources, the maturity of the industry and technology development trend, we believe that the investment in the lithium battery industry chain can refer to three main lines, First, concern has been with strong profitability and growth more determined lithium products deep processing field, such as lithium, butyl lithium catalyst level of lithium chloride and other new materials and biomedical field, proposes a focus Ganfeng Lithium; Lithium battery industry chain bottlenecks, such as the diaphragm and hexafluorophosphate lithium is now in the stage of accelerated technological progress, domestically produced alternative investment value; Third, if the lithium battery to start than-expected Shanshangufen, the China Baoan positive and negative materials and electrolyte leading companies and industry chain upstream Tian Qi Li, Ganfeng Lithium Lithium Carbonate leading enterprises will substantial benefit. In short, with the development of the portable mobile power pack industry, mobile power will increasingly become a popular choice for consumers, everyone with a smart phone, everyone use mobile power situation is bound to arise. The development of this industry, will inevitably bring mobile power accessories lithium battery technology continues to evolve, the outbreak of the lithium battery industry will usher in the industry.
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