Facing a large number of new gold diggers, Jinfu Xu, chairman of Tianci Materials, reminded that the future market share needs professional support. "Without professional ability, the game is not very fun."
Despite the concerns of excess, the overall market is still growing rapidly. How can we find a bigger market? A number of corporate executives said at the meeting that they should go out to sea together under the leadership of industry leaders and serve the world well with Chinese technology products.
The organization issued an early warning of overcapacity.
According to the data of High-tech Industry Research Institute, the capacity planning of major lithium battery materials by 2025 has been completely surplus. By 2025, the planned total capacity of anode materials is equivalent to 5 times the expected demand in that year, 4 times that of lithium ferrous phosphate, more than 2 times that of electrolyte, 6F, VC, PVDF and copper foil, and the separator is about 1.5 times.
In fact, since the beginning of this year, some lithium battery materials have shown an oversupply situation and are in the downward stage of prices. Gao Xiaobing, president of the High-tech Industry Research Institute, said that only the prices of lithium carbonate and nickel sulfate rose in the first 10 month of this year; The price of VC decreased by 75%, the price of PVDF, 6F and cobalt sulfate decreased by more than 40%, and the price of 6 micron copper foil decreased by 20%.
In the past two years, a large number of new companies have flooded into every segment of lithium battery materials. However, the concentration of downstream battery factories is getting higher and higher, and the competition for orders is more intense.
Gao Xiaobing introduced that in the past two years, at least 40 new enterprises have entered the lithium ferrous phosphate industry, many of which are traditional phosphorus chemical enterprises; More than 30 companies have also entered the iron phosphate and cathode materials industries, including titanium dioxide industry and carbon materials industry.
Jinfu Xu bluntly "cooled" the lithium battery gold rush. He said that phosphorus chemical enterprises may not be competitive in lithium ferrous phosphate at present, just as rice at home may not make Wangwang snow cake. New entrants have to solve many problems such as technology, safety and cost, and some established lithium iron phosphate enterprises have been doing this for a long time and have comparative advantages in all aspects.
"Before March last year, many investment institutions invested a lot of money, but many invested companies just killed a few people. Investment institutions now find that the factories are almost built, but the equipment can't be opened. " Jinfu Xu said.
So, what is not surplus? Liu Jincheng said that only high-quality and low-cost batteries will not be surplus.
The whole industry chain seeks sea service.
"We have participated in the development of the new energy industry in the form of the whole industrial chain. This is a historic moment. We can even say that this is the first time that China has provided products and services to the world with a complete industrial chain. " Liu Jincheng was full of pride in his speech. "The brothers in the whole industry chain are all together, and they are all straight men going to the world."
Liu Jincheng believes that the lithium battery industry in China has confirmed its technical strength on the one hand; On the other hand, it confirms the global determination to reduce carbon emissions. This allows the entire industry to invest with confidence. He introduced that the global layout of Yiwei Lithium Energy has built a framework and is doing "fine decoration". In the future, Yiwei Lithium Energy hopes to build a company with global delivery capability.
"Go all out to go international." Wang Xiaoqiang, vice president of Zhongchuang Singapore Airlines, said that the company has just signed a contract with Portugal and will accelerate its internationalization in terms of resources, customers and talent research and development system in the future.
Jinfu Xu, Li Xiaobo, general manager of Keruixin Energy, Wang Jin, general manager of Han nationality lithium battery, and Chen Yubi, executive vice president of Nord, all spoke in the roundtable forum: Follow the battery factory. Chen Yubi revealed that the company will set up factories overseas next year and relevant teams have been established.
Li Jianju, general manager of Kodak, said that he is very optimistic about the new energy battery industry in Europe in the future. The new energy vehicle market in Europe has developed rapidly in recent years, which is equivalent to the advantage of China. He pointed out that the current European lithium battery industry chain is not perfect enough, which is just a good opportunity for layout. When the local industrial chain matures, the opportunity window will be narrowed.
When Liu Jincheng went to the sea for gold, he emphasized that "harmony is the most important thing": "When we go to Europe to develop, we must not mention" occupying the European market ". Many people in Germany are engaged in the automobile industry and can't take their jobs. I hope that our common understanding is to serve the world with Chinese technology products. "