Competitive Structure of the Lithium Battery Industry
The energy storage battery industry has entered the phase of elimination.
The characteristics of the lithium battery chain ensure our country's dominance in the industry
Competitive Structure of the Lithium Battery Industry
In the global market, the market share of the downstream link of the lithium battery industry is higher than that of the upstream link of the material. CR2 of the global energy storage market exceeds 50%, and CR4 is close to 70%, which belongs to the highly oligopolistic market structure (CR8>80%). This market structure is very conducive to the lithium link occupying a dominant position in the distribution of the value chain. At the same time, the lithium battery leader also fully obtains the guatemala number data technical dividends and profits of the industry's terminal market. Among the major links of lithium battery materials, the lithium iron phosphate positive electrode link is accelerating the optimization of the competitive structure, and the leading enterprises have gained more than a third of the market share; the electrolyte and diaphragm links are also expected to achieve a stable competitive structure in the near future.
In terms of enterprise operating costs, per capita labor efficiency and per capita income generation, the leading links of lithium batteries have opened a clear gap, and the leading position is obvious. The unit cost of the leading enterprises is lower. This feature is most fully manifested in the positive electrode, electrolyte and diaphragm links. The business structure of these links is concentrated, and it is also recognized that the industry will be the first to be purified. In addition, the leading enterprises obviously have a better revenue base, which provides a solid foundation for the future implementation of the vertical integration strategy and further optimization of the value chain profit distribution.