lithium battery equipment: the global market will reach 100 billion by 2030

a few days ago, Bank of China International Securities Co., Ltd. predicted the future development of China's lithium battery equipment market in its research report, believing that the global market for lithium battery equipment means that Chinese manufacturers have an advantage of 100 billion yuan. With the rapid expansion of battery manufacturers' production capacity, the power battery special equipment industry has doubled annually. According to GGII statistics, from 2014 to 2016, the market size of domestic lithium battery equipment was 38, 75 and 13 billion yuan respectively, with an average annual growth rate of nearly 100 percent over the same period last year. It is estimated that by 2020, the scale of domestic equipment will reach 28.5 billion yuan, and the localization rate will increase to about 80%, compared with the average annual compound growth rate of 40% in 2013.

Domestic power battery equipment market size

We expect the average annual market size of 50 billion yuan in the future. According to the calculation of the global demand for power batteries, assuming that the global penetration rate of power battery vehicles will reach 15% to 20% by 2025, the average annual lithium battery equipment market size will be 400 to 60 billion yuan based on the investment of 4-0.5 billion yuan per 1GWh power battery, which is equivalent to more than twice the market size in 2016. Assuming that the global penetration rate of power battery vehicles will reach 50% by 2030, and the global average annual lithium battery market size will be 800 to 100 billion yuan, equivalent to more than 4 times the market size in 2016, based on the investment of 4 to 0.5 billion yuan per 1GWh power battery.

Domestic passenger car battery demand market size

in the production of lithium batteries, the value of the larger and higher technical content is coating, slicing, winding, injection, sub-capacity, etc., of which coating machine, winding, sub-capacity into lithium equipment accounted for about 10 to 20%, the market size of the three types of equipment in the lithium equipment market accounted for a relatively large proportion.

Lithium battery production process

lithium-electric equipment manufacturers, in addition to the listed company's leading intelligence, win-win technology of Dongguan Yakang and Xinpu automation, the battery industry customers are also recognized by Dongguan Ali automation, injection machine equipment supplier Dongguan Chaoyuan electronic technology, as well as focus on the middle and back-end equipment suppliers Hangke, Guangzhou Qingtian and so on.

2016

power battery equipment industry is relatively stable, and the subdivision is monopolized by a few leading companies, mainly because the quality control of lithium battery production is highly dependent on the process and equipment, and the pilot intelligence has achieved a leading position in the field of winding machines, while Xinjito focuses on coating machines and coating equipment.