The data shows that the average monthly output from January to February in 2021 has reached more than 20000. Compared with the same period in 2020 and 2019, the output in February 2021 has increased by 413.2% and 462.12%, which is the highest in the past two years. However, there is still a shortage of supply in the short term.
Recently, the hot situation of LiFePO4 material market continues. The new energy vehicles, small power and energy storage market are expected to increase their volume simultaneously in 2021, driving the upstream demand. Driven by the strong demand of downstream battery manufacturers, most of the iron lithium plants did not shut down during the Spring Festival, maintaining high production overall. The data shows that the average monthly output from January to February in 2021 has reached more than 20000. Compared with the same period in 2020 and 2019, the output in February 2021 has increased by 413.2% and 462.12%, which is the highest in the past two years. However, there is still a shortage of supply in the short term.
But in the final analysis, what is the future trend of the iron lithium industry?
In terms of the three areas with the largest consumption of LiFePO4 at present, the new energy vehicle terminal still accounts for the largest proportion of shipment, accounting for about 50% of the total shipment. At present, new energy vehicles are in the transition period from policy oriented to consumption oriented. When the power battery technology has initially met the daily needs, new energy vehicle products are more and more abundant, and the market segments are gradually improved, it is expected that the sales volume in 2021 will show a significant growth trend. In 2021, the sales volume of domestic new energy vehicles will reach about 1.91 million, with an increase of 40%.
However, on the other hand, the current iron lithium industry prospects are still limited. First of all, although lithium iron has great potential in the market of new energy vehicles, which accounts for the largest proportion of applications, the main reason for the growth of lithium iron phosphate battery is that its safety is better than that of ternary battery. The process improvement of major battery enterprises, such as the use of blade battery, CTP technology makes the overall energy density of iron lithium battery increase. At the same time, because of its relatively low price, it can occupy a place after the decline of new energy subsidy policy, but the shortcomings of its low energy density cannot be covered up.
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