DUBLIN--(BUSINESS WIRE)--The "China Lithium Battery Cathode Material Market Insight Report, 2021-2025" report has been added to ResearchAndMarkets.com's offering.
In 2020, China's cathode materials shipped 510,000 tons, up 27% year-on-year. After the market downturn in the first half of the year, the shipment volume can still increase by more than 20%, which is inseparable from the rapid recovery of the new energy vehicle market in the second half of the year.
From the perspective of growth drivers, the main reasons driving the growth of cathode material shipments throughout the year are:
Despite the sluggish demand in the first half of the year, driven by a series of policies in the middle of the year, the market recovered rapidly in the second half of the year, and the shipments of cathode materials in the third and fourth quarters increased by more than 30% year-on-year, driving the annual shipment growth
Since the second quarter, the domestic epidemic situation has been gradually controlled, and the resumption of production of enterprises has accelerated. In addition, the demand for downstream terminals has recovered beyond expectations in the third and fourth quarters, and the second half of the year is the traditional consumption peak season, which drives the shipment of lithium battery market to increase by more than 160% month-on-month, which in turn drives the positive electrode. Material shipments increased
Under the pressure of subsidies and carbon credits, the annual sales volume of new energy vehicles in Europe increased by more than 100%, which boosted the shipments of overseas battery companies such as LG, Ningde Times, SKI and SDI, which in turn led to the growth of domestic cathode material shipments. The export of some domestic cathode material companies even accounted for more than half of the company's shipments
Due to the impact of the epidemic, the demand for tablet computers and notebooks for home and office use in the world has increased significantly. The demand for terminals such as superimposed 5G mobile phone redemption, TWS and smart wear has increased, and the demand for lithium cobaltate batteries has increased, which in turn drives the market demand for cathode materials. Growth in market demand
The market of power tools (including sweeping robots, etc.) has been transferred to China by foreign industrial chains, and the impact of foreign epidemics has led terminal enterprises to increase the production of wireless power tools. In 2020, lithium batteries for power tools will increase by over 50% year-on-year, driving the demand for cathode materials. increase
In 2020, the overall growth rate of energy storage and small power market segments will exceed 50%, which will drive up the demand for upstream batteries and cathode materials.
From the perspective of product shipment structure, the proportion of ternary materials in the field of cathode materials declined slightly in 2020, and the proportion of lithium iron phosphate increased from 22% to 25%.
From the perspective of market competition, compared with cathode, separator and electrolyte, the market concentration of cathode material is relatively low, and the TOP10 of cathode material accounts for only 56%; From the perspective of market segments, the proportion of TOP5 of lithium iron phosphate materials increased by nearly 9 percentage points to 83.4%.
Key Topics Covered:
1 China's lithium battery cathode material market overview
1.1 Characteristics of China's Cathode Material Industry in 2020
1.2 China's cathode material market size and shipments in 2020
1.2.1 Market size of China's cathode materials
1.2.2 Shipments of cathode materials in China
1.2.3 Product structure of cathode materials in China
1.2.4 Prices of cathode materials in China
1.2.5 Analysis of Factors Affecting the Price of Cathode Materials
1.2.6 Ranking of production capacity of Chinese cathode material enterprises
1.3 Overview of the number of Chinese cathode material enterprises
1.3.1 The number and changes of Chinese cathode material manufacturers
1.3.2 Regional distribution characteristics of Chinese cathode material enterprises
1.3.3 List of Major Positive Electrode Materials Enterprises and Product Types in China
2. Introduction of upstream mineral resources of main cathode materials
2.1 distribution analysis of mineral resources reserves
2.2 upstream mineral material price development trend and influencing factors analysis
3 China's nickel cobalt lithium manganate (NCM) market analysis
4. Market analysis of lithium iron phosphate (LFP) in China
5 China lithium manganate (LMO) market analysis
6 Market Analysis of Lithium Cobaltate (LCO) in China
7. Analysis of development status of 7 new cathode materials
7.1 lithium nickel cobalt manganese aluminate
7.2 Lithium-rich manganese base
7.3 lithium manganese iron phosphate
7.4 Analysis of Development Status of Other Cathode Materials
- Hunan Shanshan Advanced Material Co., Ltd.
- Beijing Easpring Material Technology Co., Ltd.
- Xiamen Tungsten Co., Ltd.
- Fujian Zhonghe Co., Ltd.
- Kingray New Materials Science & Technology Co., Ltd.
- Ningbo Jinhe New Materials Co., Ltd.
- Tianjiao Technology Development Co., Ltd.
- Xinxiang Tianli Energy Co., Ltd.
- Henan Kelong New Energy Co., Ltd.
- Hunan ChangyuanLico Co., Ltd.
- Pulead Technology Industry Co., Ltd.
- Hunan Reshine New Material Co., Ltd.
For more information about this report visit https://www.researchandmarkets.com/r/fhh386