At present, the global lithium battery industry in China, Japan and South Korea, Japan and South Korea, the three accounted for about 95% of global market share. Since last year, China accounted for 27%, the world's new investment of nearly 8 into focus in China, the scale of investment in more than 100000000 yuan of lithium ion battery project has 25, is expected to further enhance the future.
New energy vehicles on topics of a prosperous, listing of new energy vehicles, in electric hybrid vehicle fuel consumption low in many aspects. And everyone in force or add new energy vehicles, Tesla Motors push out of the "energy wall" open another investment. Now many new energy emerging and traditional industries have fought battery field, in our view this action is behind the hidden opportunities.
At present, the global lithium battery industry in China, Japan and South Korea, Japan and South Korea, the three accounted for about 95% of global market share. Since last year, China accounted for 27%, the world's new investment of nearly 8 into focus in China, the scale of investment in more than 100000000 yuan of lithium ion battery project has 25, is expected to further enhance the future. We speculate that the focus of the production of lithium battery transfer to china.
From a policy point of view, the top of the energy Internet design program will be submitted to the State Council, as an important part of its energy storage, is subject to industrial capital gradually. The State Department in the energy development strategy action plan (2014-2020) will also be listed as one of the 9 key areas of innovation, energy storage in the country is getting unprecedented attention.
In the investment overheating of the energy storage industry, due to the power battery market downturn, capacity utilization is low, the domestic lithium battery factory in the huge energy storage systems market has given high expectations. Ministry of Finance issued a circular on the consumption tax on the battery, paint, clearly pointed out that the lead acid battery from January 1, 2016 onwards 4% consumption tax. This will undoubtedly accelerate the pace of lithium batteries to replace lead-acid, usher in a new climax of the development of lithium battery.
From the application, the new energy automotive industry as an important part of China's energy development strategy, has been included in the 2025 major focus of the development of China's ten major areas of development, the next 5-10 years, will usher in an important strategic opportunity for the global automotive industry restructuring and transformation and upgrading. Lithium battery with a rising tide lifts all boats, standards, Ministry drafted "the technology system of capitalization of the comprehensive standard of lithium ion battery", listed a total of technology standard 179. Industry norms, the Ministry of industry and the Ministry of social released the "lithium ion battery industry standard conditions".
At the beginning of the year, the Ministry of science and technology has released the national key R & D program of new energy vehicles key special implementation plan (Draft), proposed the specific objectives of the battery and motor. Among them, the car battery monomer ratio of energy by the end of 2015 to achieve 200 WH / kg, which compared to 2010 improves the double; in 2020 to reach 300 WH / kg, which on the battery is a great test, lithium batteries will is manufacturers one of the best choices, will no doubt have spawned the development of lithium batteries. The industry is expected to enter the supply of lithium batteries or the phase of the tight supply of lithium batteries, lithium battery production enterprises will usher in a sustained high growth phase in 2016.
With the introduction of intensive policy, bureau of domestic new energy cars face demand surge of the power battery, lithium ion industry backbone have expanded production capacity, such as: lithium battery of BYD, China Xuan Gaoke, Tianjin power of God in last year when actively expansion. Supporting enterprises, such as cathode materials, and Tianjin backbone enterprises shanshangufen pamoic. Baoan, the leading enterprise of the anode material, the leading enterprise of the electrolyte, the material of the leading enterprise of the electrolyte, and the Jiangsu Cathay Pacific have already begun to invest in the construction of the production base.
Currently policy support efforts to strengthen and consumer demand for new energy, especially electric vehicles, 1-6 months of this year, China's new energy, car sales 72700, an increase of 2.4 times, which led to the explosive growth of power lithium battery. Some research institutions predict that by 2017, the size of the lithium-ion battery industry will increase to 400%, up to 2, more than 20000000000 times the world's capacity in 2013 than in.
Recently, the first to fly integrated semi annual report, net profit of 25610000 yuan, an increase of 1156%, mainly due to lithium batteries, power supply system and supporting products and a substantial increase in revenue. Enterprises responsible person said, the state promulgated to promote the preferential policies for the development of new energy vehicles, the lithium battery industry has brought unprecedented opportunities for development, subsidiary of China Aviation lithium order demand rapid growth, products in short supply, the company accelerated production line construction, start-up Industry Park, three phase of the project, to further expand production capacity, while seeking foreign investment and cooperation opportunities, to meet the needs of the growing market. Downstream of the lithium batteries in a large investment, the core of materials to the upstream of lithium carbonate, anode and lithium battery diaphragm, bring market demand expansion opportunities.
In the industry, the first half of this year, China's lithium-ion battery manufacturing enterprises to complete the main business revenue grew by 17.4%, the total profit growth of 72.8%. And the rapid rise in profits of lithium battery industry, closely related to the sales volume of new energy vehicles. Data show that in 2014, the new energy automobile production and sales were 78500 and 74800, an increase of 3.5 times and 3.2 times. 2015, the new energy vehicles are still strong growth, only the first 7 months of new energy vehicles have accumulated 98900 units, an increase of 3 times.