The latest data shows that the global lithium battery market in 2010 was 87 billion yuan, and the lithium battery market in China was 25 billion yuan. Shangpu consulting electronics industry analysts believe that in 2011, affected by the Japanese earthquake lithium battery market transfer to China accelerated, coupled with the lead acid battery industry overhaul, China's battery industry structure is expected to be adjusted, lithium battery industry ushered in new opportunities for development.
On May 18, "on strengthening the prevention and control of pollution in lead-acid battery and recycled lead industry" issued, lead-acid battery industry began large-scale rectification, leading to a major reshuffle of lead-acid battery industry, many domestic enterprises were forced to transform. The latest statistics show that the domestic lead-acid battery enterprises about 2,000, the goal of the reorganization is to leave the last 300. This shows that the lead-acid battery industry reshuffle at the same time, but also for the development of lithium battery provides a new opportunity.
Analysts pointed out that lithium battery industry development in the future has three positive factors: first, the impact of the earthquake in Japan led to a decline in Japan's lithium battery production, order reduction, which makes China's lithium battery enterprises more orders; 2. Since May 2011, China has strengthened the rectification of lead-acid battery industry, which prompted a large number of downstream products such as low-speed electric vehicles to replace lead-acid batteries with lithium batteries, which greatly increased the market demand for lithium batteries. Third, the introduction of favorable national policies. The ministry of industry and information technology will issue a document on the planning of energy-saving vehicles and new energy, detailing subsidies. As a result, the downstream new energy vehicle industry will accelerate industrialization under the influence of industrial policies, and lithium battery requirements will be increased.
In short, although many well-known lead-acid battery enterprises have stopped production, due to the impact of inventory and other factors in the industry, it is estimated that lithium battery sales in the field of power battery will probably increase significantly in the future for a period of time, or growth in August to September 2011 or so, lithium battery industry has a broad prospect in the future.