Shulou(Shulou.com)11/24 Report--

According to CTOnews.com news on February 20, Cui Dongshu, secretary general of the Carrier Association, released an analysis of the changes of the new energy lithium battery market in January 2023 on his official Wechat account today.

The analysis points out that the new energy vehicle and energy storage industry are highly prosperous in the past two years, the demand for batteries has increased rapidly, and the proportion of new energy vehicle batteries has declined.

With the intensification of the conflict between Russia and Ukraine and the increasing proportion of new energy storage, the demand for energy storage has soared. Due to the high price of nickel and cobalt, there is a differential growth between ternary lithium battery and lithium iron phosphate battery. Lithium iron phosphate batteries reached 66% of the total, which has become a hot spot of growth in the near future.

In addition, as demand weakens after the epidemic and the Fed raises interest rates, the cost of electric cars is expected to fall to some extent.

Cui Dongshu said that the competitive pattern of battery enterprises has formed the relatively strong characteristics of the Ningde era and BYD, and the gap between the Ningde era and BYD is constantly narrowing. BYD's share rose to 34% from 15% in 2020, up 20 percentage points, while Ningde's share fell by about 6%, and the share of other battery companies also declined significantly.

CTOnews.com previously reported that from January 1 to 31, retail sales in the passenger car market were 1.241 million, down 41 per cent from last year and 43 per cent from the previous month, while national passenger car manufacturers wholesale 1.341 million vehicles, down 38 per cent from last year and 40 per cent from last month.

The Federation said that the growth of new energy sales has reached a bottleneck stage, and sales growth will be a serious problem after the new energy policy is delisted in 2023. The early price increase of new energy models is too much, the order is less, and then superimposed by Tesla and other leading enterprises to reduce prices, resulting in a wait-and-see mood of consumers, a big drop compared with the previous month.

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