As the core component of new energy vehicles, the development level and market performance of lithium batteries directly affect the competitiveness and prospects of the entire new energy vehicle industry.2022The year was a year when China's lithium-electric industry was highly prosperous, and the industrial scale has occupied half of the world. But in the rapid growth of the scale of the industry, demand blowout is also accompanied by a series of problems should be born.2022Lithium iron phosphate batteries accounted for more60%. Among them, cathode materials account for the largest proportion of lithium battery costs, and lithium prices continue to climb in the second half of the year,11Month hit a record high, the market transaction price exceeded.60Ten thousand yuan/Tons. Such high raw material costs squeeze the profit margins of other links in the whole industry chain, and the downstream terminal market is suffering for this. Facing the macro environment more complex2023In, a new round of competition in the battery industry is coming!

according to champ consulting,2023The marketing strategy of the lithium battery industry should be laid out in the following aspects:

First, pay attention to the resonance of new energy vehicles at home and abroad, and seize the dual driving opportunities of policy and market. According to data from Champ Consulting Group，2022China's new energy passenger car wholesale sales up434.1Ten thousand vehicles, year-on-year growth94.9%, the penetration rate26.0%。2022年欧洲新能源车销量达138.4Ten thousand, year on year+5%, the penetration rate16.6%. These data show that China and Europe are the world's two largest new energy vehicle markets and the markets with the most growth potential. The expansion of these markets is mainly due to government policy support and consumer awareness of environmental protection. For example, China will continue to exempt new energy vehicle purchase tax, and introduce measures such as double points policy and national six emission standards to promote the development of new energy vehicles; the European Union has formulated more stringent carbon emission standards, and plans2035Sales of fuel vehicles and hybrid vehicles were stopped in. These policies provide a strong institutional guarantee and market space for new energy vehicles. Therefore, lithium battery enterprises should closely follow the development trend of new energy vehicles, grasp the dual opportunities of policy and market, actively expand the market at home and abroad, and enhance brand influence and market share.

The second is to accelerate technological innovation and improve the energy density, safety and cycle life of lithium batteries. The technical level and performance indicators of lithium batteries directly determine the mileage, charge and discharge efficiency and safety of new energy vehicles. At present, the technological innovation of the lithium battery industry mainly has three routes worthy of attention: one is the Kirin batteryvs4680. Kirin battery is a new type of battery introduced by Ningde era, and its volume utilization rate breaks through.72%The energy density can reach255Wh/kg, can realize the whole vehicle1000Kilometer range.4680It is a new type of battery introduced by Tesla with a diameter46mm, length is80mm, energy density up300Wh/kg, can realize the whole vehicle500Kilometer range. Both of these batteries have the advantages of high energy density, high power density, high safety and low cost, and are the forefront of lithium battery technology. Two isM3Pvs铁锂技术。M3PThe battery is a ternary material battery of phosphate system, and other metal elements are added to the cathode material, which can improve the cycle life and rate performance of lithium batteries. Lithium iron technology is a lithium battery technology with lithium iron phosphate as the main cathode material, which has the advantages of low cost, high safety and high temperature stability. Both technologies are innovative on the phosphate system and belong to a new technical route. Three is the sodium ion battery. Sodium-ion battery is a secondary battery with sodium as the main active material, which has the advantages of abundant raw materials, low cost and environmental friendliness. At present, the energy density of sodium-ion batteries is less than half of that of lithium-ion batteries, but with technological progress and industrialization, sodium-ion batteries are expected to replace some lithium-ion batteries in the low-end market. Therefore, lithium battery companies should accelerate technological innovation, improve the energy density, safety and cycle life of lithium batteries, and meet the needs of different market segments and consumers.

The third is to reduce costs, optimize material structure and process flow, and explore alternative technologies such as sodium batteries. The cost level of lithium batteries directly affects the price competitiveness and market acceptance of new energy vehicles. At present, the cost of lithium batteries is mainly composed of positive electrode materials, negative electrode materials, separators, electrolytes, etc. Among them, positive electrode materials account for the largest proportion, accounting for about40%Left and right. In the cathode material, lithium is the core raw material, and its price fluctuation has the greatest impact on the cost of lithium batteries.2022Since the second half of the year, domestic lithium carbonate prices have continued to rise due to supply and demand imbalances, speculation and other factors,11The month has passed.60Ten thousand yuan/Tons, a record high, has brought huge cost pressure to lithium battery companies. Therefore, lithium battery companies should reduce costs, optimize material structure and process flow, and explore alternative technologies such as sodium batteries. Specific measures include: first, to improve the lithium utilization rate of cathode materials and reduce the amount of lithium; second, to develop low-cost anode materials, such as silicon-based and graphene; third, to reduce the cost of separators and electrolytes and improve their performance and stability; fourth, to optimize the design and manufacture of battery packs to improve the integration and efficiency of battery packs; fifth, to explore alternative technologies such as sodium batteries to reduce dependence on lithium resources.

Fourth, strengthen supply chain management, ensure the supply of raw materials and price stability, improve production capacity and quality. The supply chain of lithium batteries involves multiple links such as cathode materials, anode materials, diaphragms, and electrolytes. The supply chain of cathode materials includes lithium, nickel, cobalt, manganese and other metal elements. The supply and price of these raw materials are affected by many factors, such as geopolitics, environmental protection, market demand, etc.2022Since the second half of the year, due to factors such as increased domestic and foreign demand, insufficient production capacity, environmental protection and production restrictions, lithium prices have continued to rise, bringing huge cost pressures and market risks to lithium battery companies. Therefore, lithium battery companies should strengthen supply chain management, ensure raw material supply and price stability, and improve production capacity and quality. Specific measures include: first, strengthen cooperation with raw material suppliers, establish long-term and stable cooperative relations, sign long-term contracts or advance payments to lock in raw material prices; second, expand raw material sources and find diversified suppliers, especially Looking for reliable partners overseas; the third is to increase investment in raw material reserves and establish a reasonable inventory level to cope with market fluctuations; the fourth is to improve production efficiency and quality management, optimize production lines and equipment, and improve product consistency and reliability.

Anyway,2023The lithium battery industry is facing the rapid development and fierce competition in the new energy vehicle market, which needs to be comprehensively considered and laid out in terms of the development trend of the new energy vehicle market, technological innovation in the lithium battery industry, cost competition and supply chain management. Shangpu Consulting Group will continue to pay attention to the dynamic changes in the lithium battery industry and provide professional consulting services to our customers.