In 2020, the carbon emission per unit of GDP (carbon emission intensity) will be 40% ~ 45% lower than that in 2005, which is a qualitative change from energy intensity to carbon emission intensity in China. In the long run, developing a low-carbon economy is an inevitable choice for China. In this context, a considerable number of industries must seek a major breakthrough in emission reduction technology in order to maintain relatively stable economic growth. Therefore, in the future, China needs to make technological breakthroughs in the field of new energy to achieve the emission reduction target in 2020.
For some developed countries, because their energy structure is relatively "clean", low carbon is closely related to energy conservation. Based on the economic development stage of simultaneous urbanization and industrialization, China's energy demand has obvious rigid characteristics, that is, the demand for high-energy electricity increases synchronously with the rapid economic development. For China's coal-based energy structure, reducing the carbon intensity per unit GDP is largely through increasing clean energy and reducing coal consumption per unit GDP, which requires changing the existing domestic energy structure and developing a new energy structure.
Therefore, with the popularization and application of new technologies such as low-carbon economy technology and clean energy technology, the increase of GDP will not be directly proportional to carbon emissions, and it will also provide strong support for China to further achieve emission reduction targets. First, it conforms to the national policy orientation.
Lithium ferrous phosphate industry conforms to the national industrial policy orientation. All countries attach great importance to the development of energy storage batteries and power batteries at the national strategic level, and support funds and policies are very strong. China is also very supportive in this regard. I used to pay attention to Ni-MH batteries, but now I pay more attention to lithium iron phosphate batteries.
The second one represents the future development direction of the battery.
As a practical new lithium battery, lithium iron phosphate battery represents the future development direction of the battery. It is the most ideal power battery invented so far. Although there are some defects in technology and price at present, it has embarked on the road of commercialization after all. Experts in the industry generally believe that lithium ferrous phosphate technology will not become an obstacle to industrial development (there are precedents of mature technologies such as A 123, Valence and Phostech), and the price will be greatly reduced with the expansion of production capacity, and it will even become the cheapest power battery in the future.
The third super market capacity
The market cake of lithium ferrous phosphate industry is beyond imagination. According to the analysis of relevant data, the global market capacity of cathode materials is tens of billions, and the market capacity of batteries is more than 500 billion.
Fourth, steady and rapid development.
According to the development law of battery industry, both materials and batteries basically show a steady growth trend, which can resist the influence of periodicity and national macro-control. As a new material and battery, with the development of stock market and the penetration of incremental market, the growth rate of lithium ferrous phosphate is obviously faster than the overall development speed of battery industry.
Fifth, it has a wide range of applications.
Lithium iron phosphate batteries are widely used, mainly including:
(1) energy storage equipment
Energy storage equipment for solar and wind power generation systems; Uninterruptible power supply system UPS；; Used in conjunction with solar cells as energy storage equipment (BYD is already producing such batteries);
(2) Power tools
High power electric tools (wireless); Electric drill, lawn mower, etc. ;
(3) Light electric vehicles
Electric scooters, electric bicycles, recreational vehicles, golf carts, hybrid vehicles, electric wheelchairs, electric carts and cleaning vehicles; Hybrid electric vehicle, the development goal of China in recent 2-3 years;
(4) Small equipment
Medical equipment: electric illness, electric wheelchair, electric scooter, oxygen respirator; Toys (remote control electric aircraft, cars, boats);
5] Other small appliances
Miner's lamp; Implantable medical devices (lithium ferrous phosphate is nontoxic, and lithium batteries can only meet the requirements);
(6) Military and aerospace fields
Such as UPS, communication equipment, telemetry system, unmanned reconnaissance aircraft and other military energy storage equipment; It is also the best power battery in military and aerospace fields.
The sixth industry is profitable.
The industrial profit rate of lithium ferrous phosphate is very high, the gross profit of cathode material is above 70%, and the gross profit of battery is also above 50%. Moreover, due to the support of the strong market in the future, the industry will maintain a high profit rate for a long time (initially estimated to be 5 years).
Seventh, there are certain technical barriers.
Lithium ferrous phosphate industry has a certain threshold. No one will succeed, especially in the field of materials. High technical barriers can avoid too much competition. As a new enterprise in this industry, it is certainly wiser to choose materials than batteries, because there are many existing lithium battery manufacturers, especially large ones, whose position is difficult to shake, and it is more advantageous to cut into lithium iron phosphate batteries.
Eighth, it is not subject to foreign markets.
Lithium ferrous phosphate industry will not rely too much on foreign markets, raw materials and equipment will not be subject to foreign enterprises, and the entire domestic industrial chain is relatively mature. At the same time, the research and industrialization of lithium ferrous phosphate are almost at the same starting line at home and abroad. This is very different from the solar cell industry. Polysilicon raw materials (referring to the past) and the terminal application market of solar cells are all outside, which are greatly influenced by foreign policies and market changes. These problems have already appeared in this financial crisis.
To sum up, lithium ferrous phosphate has a vast market space, which is a rare opportunity for the rapid development of lithium-ion batteries. Although there are still many problems in the development, I believe that in the near future, through the joint efforts of various enterprises, the battery industry in China will definitely develop by leaps and bounds.