NEWS

Electric car crazy attack territory! Arouse industry attention!

2022-08-21
On the 26th, the smartphone manufacturer vivo launched the world's first semi-solid state battery technology, which has a significant effect on improving the battery life in extreme low temperature environment, solving the problem of battery performance degradation in low temperature environment that has plagued the industry for a long time.

Solid-state batteries have the advantages of high energy density, high safety and long cycle life, and are regarded as one of the most promising next-generation power battery technologies, which have wide application prospects in mobile devices, energy storage, new energy vehicles and other fields. This technological innovation by vivo will help promote the progress of mobile phone battery technology and may have a positive impact on the development of battery technology for electric vehicles and other portable electronic devices in the future.

The gradual increase in sales of new energy vehicles has become the main driving force for the continued growth of global solid-state battery shipments. In addition to China, Europe, North America and other regions have become the main incremental markets for electric vehicles in the world. In Europe, for example, the agency expects that sales of new energy vehicles in Europe will be close to 4 million in 2024, and will continue to grow rapidly in the next few years. By 2025, it is expected that the demand for power batteries in Europe will reach 550GWh, and will further increase to 1000GWh by 2030. China Business Industry Research Institute analysts predict that global solid-state battery shipments will reach 3.3GWh in 2024, and shipments will grow to 614.1GWh in 2030.


The policy of warm wind blowing, the gradual landing of the car to replace the old support policy is expected to further stimulate the growth of the new energy vehicle market, and the demand for power batteries picked up in March. Looking to the future, with the continuous support of policies, continuous progress of technology and the continuous expansion of the market, China's solid-state battery industrialization process will further accelerate. Solid-state batteries are expected to become one of the leading battery technologies in the future, injecting new vitality into the new energy vehicle market, and the two complement each other. Or you can pay attention to the battery ETF(SH561910), which tracks the China Securities Battery theme index, covering battery manufacturing, core materials, lithium equipment, energy storage inverter core targets. More than 50% of the weight is the concept of new energy vehicles. From an industrial point of view, the CS battery index is more focused on the "core part" of the new energy vehicle industry, with more high growth and high elasticity characteristics.
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