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Concerned about the transfer of industries and import substi
Steady growth of the lithium battery industry: 2011 lithium battery market size of up to 96.3 billion, an increase of 29.7%, IITexpected the lithium market will reach 120 billion in 2012, an increase of 24.6%; 2011 domestic lithium accounts for only19.24% of the global marketamount is expected with the the Japanese lithium to domestic transfers, the domestic market sharewill gradually improve, master polymer lithium-ion battery production technology as well as power battery technology productionenterprise growth will be higher than the industry growth rate, module packaging, protectionboard a small part of suchenterprises to grow and develop opportunities for the electrolyte domestic market share will further enhance.
Three and lithium manganese oxide for fast growth: the domestic lithium battery cathode material a year-on-year increase of29.41% in 2011, 3.4 million tonnes, but domestic production of lithium cobalt oxide cathode material, ternary materials andlithium manganese oxide by downstream applications, manufacturers technology is difficult to break through reason, theproduction has been lower than the lithium cobalt oxide, will get faster growth rate, low-cost process to cobalt ternary materialsand lithium manganese oxide. Lithium iron phosphate cathode terminal electric car market progress is slow, and the slow growth of the market share in the cathode material.
Separator and electrolyte huge capacity behind outputs: favorable position in the localization process of supporting materials,domestic diaphragm and electrolyte capacity allocation is sufficient to meet global demand, the diaphragm and electrolytelocalization rate of less than 20% , the first manufacturers to achieve large-scale production of lithium hexafluorophosphate as well as high-end diaphragm and supplier for first-line electrolyte and lithium production enterprises will get a head start.
Electrolyte industrial transfer: after the 2011 earthquake in Japan, the Japanese battery manufacturers electrolyte orders transferorders to domestic enterprises, but so far the transfer has not been evacuated, the the domestic electrolyte 2011 market sharehas risen to 50% above, with the transfer of the other aspects of the lithium, in the supporting electrolyte on the market, thedomestic proportion will be further improved.
Risk Warning: the lithium breakthrough new technology, the needs of the electronics industry downturn.